ROSS ANGEL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROSS ANGEL FOUNDATION (EIN 56-2013753)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-07
- IRS object ID
- 202522809349101207
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-07T14:26:47-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H AND R BLOCK | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 SPRING GARDEN ST | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562013753 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSS ANGEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RUSSELLENE ANGEL | InCareOfNm |
| Business Name Control | ROSS | BusinessNameControlTxt |
| Phone | 3362922227 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011-B SPRING GARDEN ST | AddressLine1Txt |
| City | Greensboro | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUSSELLENE ANGEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3362922227 | PhoneNum |
| Signature | 2025-10-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Betty Gaydon | PreparerPersonNm |
| PTIN | P00066078 | PTIN |
| Phone | 3368544141 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,803,380 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $94,753 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $91,196 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $91,196 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $143,835 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $143,835 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$300 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,300,000 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $29,463 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $29,463 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $358,947 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $264,494 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $12,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $12,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,899 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,439 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,224 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $27,523 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,839 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $350,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $350,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $377,523 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,839 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $350,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,576 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $237,655 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,891 | CashBOYAmt |
| Cash EOY | $1,837 | CashEOYAmt |
| Cash EOYFMV | $1,837 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $189,743 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $359,957 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $359,957 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,132,725 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,279,596 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,002,920 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $724,880 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $640,045 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $640,611 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,704,051 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,819,598 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,798,055 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,753,290 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,101,033 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,803,380 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,753,290 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,101,033 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,753,290 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,101,033 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,753,290 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,101,033 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,753,290 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,576 | ExcessRevenueOverExpensesAmt |
| Other Increases | $366,319 | OtherIncreasesAmt |
| Subtotal | $5,101,033 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,101,033 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,303 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,303 | SubtotalAmt |
| Tax Based On Investment Income | $3,303 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $184 | EsPenaltyAmt |
| Tax Due | $3,487 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSSELLENE ANGEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3368544141 | PhoneNum |
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD FORMAN | ||||||||
| 3011-B SPRING GARDEN ST | Greensboro | NC | 27403 | SECRETARY/TREASURER | 1.0 | $0 | $0 | $0 |
| RUSSELLENE ANGEL | ||||||||
| 3011-B SPRING GARDEN ST | Greensboro | NC | 27403 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| WILLIAM R JOHNSON | ||||||||
| 3011-B SPRING GARDEN ST | Greensboro | NC | 27403 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,304,320 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $359,957 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $957,962 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,622,239 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,622,239 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $114,334 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,507,905 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $375,395 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $375,395 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,303 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,303 | TotalTaxAmt |
| Distributable Before Adj | $372,092 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $372,092 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $372,092 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $350,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $350,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $372,092 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $35,964 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Qualifying Distributions | $350,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $35,964 | AppliedToYear1Amt |
| Applied To Current Year | $314,036 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $58,056 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RUSSELLENE ANGEL | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GREENSBORO COLLEGE | ||||||
| 815 WEST MARKET ST | GREENSBORO | NC | 27401 | PC | TO SUPPORT SCHOLARSHIP FUND | $75,000 |
| CAMPBELL | ||||||
| 143 MAIN ST | BUIES CREEK | NC | 27506 | TO SUPPORT SCHOLARSHIP FUND | $100,000 | |
| HILLSSDALE COLLEGE | ||||||
| 33 EAST COLLEGE ST | HILLSDALE | MI | 48242 | TO SUPPORT SCHOLARSHIP FUND | $50,000 | |
| UNIVERSITY OF CUMBERLANDS | ||||||
| 6191 COLLEGE STATION DR | WILLIAMSBURG | KY | 40769 | TO SUPPORT SCHOLARSHIP FUND | $50,000 | |
| GIDEON GROVE UMC | ||||||
| 2865 GIDEON GROVE CHURCH RD | STOKESDALE | NC | 27357 | TO SUPPORT | $10,000 | |
| FIRST MORAVIAN | ||||||
| 304 S ELAM AVE | GREENSBORO | NC | 27403 | TO SUPPORT | $10,000 | |
| HEART OF THE CAROLINAS | ||||||
| 3858 FOX RUN | DENVER | NC | 28037 | TO SUPPORT CHARITABLE PURPOSE | $5,000 | |
| FREEDOM HOUSE | ||||||
| P O BOX 38215 | GREENSBORO | NC | 27438 | TO SUPPORT CHARITABLE PURPOSE | $10,000 | |
| HOPE ACADEMY | ||||||
| 1403 W FLORIDA ST | GREENSBORO | NC | 27403 | TO SUPPORT CHARITABLE PURPOSE | $25,000 | |
| HUMANE SOCIETY | ||||||
| 4527 W WENDOVER AVE | GREENSBORO | NC | 27409 | TO SUPPORT CHARITABLE PURPOSE | $10,000 | |
| HIBRIETEN GOLF | ||||||
| 1350 PANTHER TRL | LENOIR | NC | 28645 | TO SUPPORT CHARITABLE PURPOSE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $350,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91,196 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $143,835 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$300 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME K-1 | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,463 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $264,194 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $264,194 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RUSSELLENE ANGEL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 B SPRING GARDEN ST | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $94,753 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $2,400 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LORD ABBETT ULTRA SH54401E473 | $400,000 | $400,200 |
| LORD ABBETT ULTRA SH54401E457 | $240,045 | $240,411 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOT LABORATORIES | $28,397 | $66,920 |
| ABBIVE INC | $31,586 | $66,438 |
| ALPHABET INC | $129,418 | $191,092 |
| ALTRIA GROUP INC | $86,284 | $86,346 |
| AMGEN INC | $82,471 | $126,645 |
| APPLE INC | $62,669 | $424,308 |
| BP PLC | $20,664 | $19,800 |
| BRISTOL MYERS SQUIBB | $13,478 | $13,485 |
| CHEVRON CORP | $62,012 | $81,056 |
| CISCO SYSTEMS INC | $7,233 | $14,992 |
| COCA-COLA COMPANY | $11,631 | $16,030 |
| EXXON MOBIL CORP | $24,816 | $30,933 |
| GENERAL MILLS INC | $61,283 | $80,165 |
| GILEAD SCIENCES INC | $19,901 | $26,052 |
| INTL PAPER COMPANY | $19,789 | $21,895 |
| KIMBERLY CLARK CORP | $27,848 | $34,081 |
| KRAFT HEINZ CO | $34,403 | $28,590 |
| LINCOLN NATIONAL CORP | $11,438 | $8,413 |
| LOWES COMPANIES INC | $14,438 | $56,882 |
| METLIFE INC | $37,615 | $73,242 |
| NVIDIA CORP | $106,410 | $134,311 |
| PHILIP MORRIS INTL INC | $103,726 | $137,815 |
| CAPITAL GROUP GROWTH | $91,386 | $149,829 |
| BLOCK H&R INC | $1,190,700 | $2,113,600 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STIFEL FIX-CHARLES SCHWABBANK | $250,000 | $250,000 |
| STIFEL FIX-CITIBANK | $250,000 | $251,265 |
| STIFEL FIX-CAPITAL GROUP | $284,443 | $278,309 |
| STIFEL FIX-CAPITAL GROUPCORE | $270,000 | $257,900 |
| STIFEL FIX-ISHARES | $236,936 | $232,362 |
| BELL HNW FUND VII LLC | $191,984 | $191,984 |
| BELL HNW FUND VI LLC | $94,525 | $94,525 |
| BELL HNW HORIZONS LLC | $16,432 | $16,432 |
| BELL OLMSTEAD PARK HNW LLC | $113,689 | $113,689 |
| BELL HNW FUND VIII LLC | $111,589 | $111,589 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $12,000 | LegalFeesAmt |
| Net Investment Income | $12,000 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BELL HNW HORIZONS LLC | $14,139 | $14,139 |
| BELL OLMSTEAD PARK HNW LLC | -$9,323 | -$9,323 |
| BELL VALUE-ADD HNW FUND VIII LLC | -$3,267 | -$3,267 |
| BELL HNW FUND VII LLC | -$5,103 | -$5,103 |
| BELL HNW FUND VI LLC | $33,017 | $33,017 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAIN ON INVEST REPORTED AS NET ASSET ADJ | Desc |
| Amt | $366,319 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | Net Investment IncomeNetInvestmentIncomeAmt | AmtAmt |
|---|---|---|
| FROM K-1 BELL HNW HORIZONS LLC | $1,539 | |
| FROM K-1 BELL HNW FUND VII LLC | $1 | |
| ADVISORY AND INVEST EXPENSE | $10,899 | $10,899 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $2,224 | Amt |