Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
ROSS ANGEL FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3011-B SPRING GARDEN ST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Greensboro, NC27403
A Employer identification number

56-2013753
B Telephone number (see instructions)

(336) 292-2227
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,016,380J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 98,145
2 Check bullet.............
3 Interest on savings and temporary cash investments 9,597 9,597  
4 Dividends and interest from securities... 27,519 27,519  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 40,409
b Gross sales price for all assets on line 6a 382,667
7 Capital gain net income (from Part IV, line 2)... 40,409
8 Net short-term capital gain......... 11,620
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 7,002 7,002 7,002
12 Total. Add lines 1 through 11........ 182,672 84,527 18,622
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 12,000 12,000 12,000  
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 5,781 5,781 5,781  
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,781 17,781 17,781 0
25 Contributions, gifts, grants paid....... 175,000 175,000
26 Total expenses and disbursements. Add lines 24 and 25 192,781 17,781 17,781 175,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -10,109
b Net investment income (if negative, enter -0-) 66,746
c Adjusted net income (if negative, enter -0-)... 841
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 43,842 35,250 35,250
2 Savings and temporary cash investments......... 974,703 370,042 370,420
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 563,663 Click to see attachment716,326 723,711
c Investments—corporate bonds (attach schedule)....... 250,000 Click to see attachment550,000 540,862
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 882,062 Click to see attachment838,758 1,346,137
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,714,270 2,510,376 3,016,380
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 2,714,270 2,510,376
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 2,714,270 2,510,376
31 Total liabilities and net assets/fund balances (see instructions). 2,714,270 2,510,376
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,714,270
2
Enter amount from Part I, line 27a .....................
2
-10,109
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,704,161
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
193,785
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
2,510,376
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a CD REDEMPTION CAP ONE BK P 2016-10-28 2018-05-02
b CD REDEMPTION WF BK NC P 2016-02-25 2018-03-09
c COMMON ST 3.077 SH ELI LILLY & CO P 2017-03-10 2018-01-04
d COMMON ST 3.266 SH ELI LILLY & CO P 2017-06-09 2018-01-04
e COMMON ST 3.220 SH ELI LILLY & CO P 2017-09-08 2018-01-04
COMMON ST 3.093 SH ELI LILLY & CO P 2017-12-08 2018-01-04
COMMON ST 3.590 SH PFIZER INC P 2017-12-01 2018-10-30
COMMON ST 3.891 SH PFIZER INC P 2018-03-01 2018-10-03
COMMON ST 3.895 SH PFIZER INC P 2018-06-01 2018-10-30
COMMON ST 3.435 SH PFIZER INC P 2018-09-04 2018-10-30
COMMON ST 1.578 SH PROCTOR & GAMBLE CO P 2017-11-15 2018-10-25
COMMON ST 1.745 SH PROCTOR & GAMBLE CO P 2018-02-15 2018-10-25
COMMON ST 2.021 SH PROCTOR & GAMBLE CO P 2018-05-15 2018-10-25
COMMON ST 1.840 SH PROCTOR & GAMBLE CO P 2018-08-15 2018-10-25
COMMON ST 9.347 SH QUALCOMM INC P 2017-03-22 2018-02-09
COMMON ST 10.132 SH QUALCOMM INC P 2017-06-21 2018-02-09
COMMON ST 11.083 SH QUALCOMM INC P 2017-09-20 2018-02-09
COMMON ST 8.997 SH QUALCOMM INC P 2017-12-15 2018-02-09
COMMON ST 500 SH QUALCOMM INC P 2018-05-01 2018-09-26
COMMON ST 9.347 SH QUALCOMM INC P 2018-06-20 2018-09-26
COMMON ST 500 SH ELI LILLY & CO P 2016-11-23 2018-01-04
COMMON ST 100 SH PFIZER INC P 2013-07-09 2018-10-30
COMMON ST 100 SH PFIZER INC P 2014-10-15 2018-10-30
COMMON ST 200 SH PFIZER INC P 2014-10-28 2018-10-30
COMMON ST 3.905 SH PFIZER INC P 2017-06-01 2018-10-30
COMMON ST 3.435 SH PFIZER INC P 2017-09-01 2018-10-30
COMMON ST 50 SH PROCTOR & GAMBLE CO P 2013-07-09 2018-10-25
COMMON ST 150 SH PROCTOR & GAMBLE CO P 2014-10-15 2018-10-25
COMMON ST 1.591 SH PROCTOR & GAMBLE CO P 2017-05-15 2018-10-25
COMMON ST 1.512 SH PROCTOR & GAMBLE CO P 2017-08-15 2018-10-25
COMMON ST 1000 SH QUALCOMM INC P 2015-12-03 2018-02-09
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 100,000   100,000  
b 100,000   100,000  
c 263   260 3
d 279   262 17
e 275   263 12
264   265 -1
150   130 20
163   140 23
163   141 22
143   142 1
140   140  
155   141 14
180   148 32
163   150 13
590   519 71
640   570 70
700   581 119
568   587 -19
36,530   25,380 11,150
383   310 73
42,704   33,410 9,294
4,180   2,843 1,337
4,180   2,806 1,374
8,360   5,780 2,580
163   128 35
159   129 30
4,442   3,983 459
13,326   12,502 824
141   138 3
134   139 -5
63,129   50,270 12,859
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a        
b        
c       3
d       17
e       12
      -1
      20
      23
      22
      1
       
      14
      32
      13
      71
      70
      119
      -19
      11,150
      73
      9,294
      1,337
      1,374
      2,580
      35
      30
      459
      824
      3
      -5
      12,859
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 40,409
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 11,620
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017      
2016      
2015      
2014      
2013      
2
Total of line 1, column (d) .....................
2
 
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
 
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
2,971,134
5
Multiply line 4 by line 3......................
5
 
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
667
7
Add lines 5 and 6........................
7
667
8
Enter qualifying distributions from Part XII, line 4,.............
8
175,000
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 667
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 667
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 667
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 4
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 671
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNC
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
     
    No
    Website addressbulletN/A
    14
    The books are in care ofbulletRUSSELLENE ANGEL Telephone no.bullet (336) 854-4141

    Located atbullet3011 B SPRING GARDEN STGreensboroNC ZIP+4bullet27403
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    RICHARD FORMAN SECRETARY/TREASURER
    1.00     		0    
    3011 B SPRING GARDEN ST
    Greensboro,NC27403
    RUSSELLENE ANGEL PRESIDENT
    1.00     		0    
    3011 B SPRING GARDEN ST
    Greensboro,NC27403
    WILLIAM R JOHNSON VICE PRESIDENT
    1.00     		0    
    3011 B SPRING GARDEN ST
    Greensboro,NC27403
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,264,573
    b
    Average of monthly cash balances.......................
    1b
    405,670
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,346,137
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,016,380
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    3,016,380
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    45,246
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,971,134
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    148,557
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    148,557
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    667
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    667
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    147,890
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    147,890
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    147,890
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    175,000
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    175,000
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    667
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    174,333
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 147,890
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 8,436
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 175,000
    a Applied to 2017, but not more than line 2a 8,436
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount..... 147,890
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018.... 18,674
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALS
    4 N BLOUNT ST
    Raleigh,NC27601     		  NC TO HELP SUPPORT RESEARCH AND PROVIDE LOCAL PROGRAMS AND SERVICES 500
    ALZHEIMERS FOUNDATION OF AMERICA
    BOX 1950
    Clarksburg,MD20871     		  NC RESEARCH AND TRAINING 500
    AMERICAN BIBLE SOCIETY
    101 N INDEPENDCE MALL E
    FL 8
    Philadelphia,PA19106     		  NC PROVIDE BIBLES FOR THE NEEDED 500
    AMERICAN CANCER SOCIETY
    7027 ALBERT PICK RD
    SUITE 104
    Greensboro,NC27409     		  NC RESEARCH AND PUBLIC SERVICE 500
    AMERICAN DIABETES ASSOCIATION
    222 S CHURCH ST STE 336M
    Charlotte,NC28202     		  PF RESEARCH AND PUBLIC SERVICE 500
    AMERICAN HEART ASSOCIATION
    101 CENTERPOINT DR
    Greensboro,NC27409     		  NC RESEARCH AND PUBLIC SERVICE 500
    AMERICAN LUNG ASSOCIATION
    514 DANIELS STREET
    Raleigh,NC27605     		  NC RESEARCH AND PUBLIC SERVICE 500
    AMERICAN RED CROSS
    PO BOX 14710
    Greensboro,NC27415     		  NC RESEARCH AND PUBLIC SERVICE 500
    ARTHRITIS FOUNDATION
    1355 PEACHTREE ST NE
    SUITE 600
    Atlanta,GA30309     		  NC RESEARCH AND PUBLIC SERVICE 500
    ARTS OF GREENSBORO
    PO BOX 877
    Greensboro,NC27402     		  NC RESEARCH AND PUBLIC SERVICE 500
    BILLY GRAHAM ASSOCIATION
    1 BILLY GRAHAM PARKWAY
    Charlotte,NC28201     		  NC OUTREACH 500
    BOYS AND GIRLS HOME OF NC
    PO BOX 127
    Lake Waccamaw,NC28450     		  NC TO PROVIDE FOR SUPPORT AND RESOURCES FOR CHILDREN 500
    CAMPBELL UNIVERSITY
    BOX 116
    Buies Creek,NC27506     		  NC SCHOLARSHIP FUND 10,000
    CHILDRENS HOME SOCIETY
    PO BOX 14608
    Greensboro,NC27415     		  NC TO PROVIDE SUPPORT AND RESOURCES FOR CHILDREN 1,000
    CHILDRENS HOPE ALLIANCE
    8358 SIX FORKS RD STE 203
    Raleigh,NC27615     		  NC GIVING A SAFE HAVEN TO CHILDREN 500
    CHILDRENS MUSEUM
    220 N CHURCH ST
    Greensboro,NC27401     		  NC EDUCATION 500
    CITY OF HOPE
    1055 WILSHIRE BLVD
    Los Angeles,CA90017     		  NC RESEARCH AND OUTREACH 500
    CONE HEALTH FOUNDATION
    721 GREEN VALLEY RD STE 102
    Greensboro,NC27408     		  NC TO SUPPORT THEIR MISSION 500
    CURE PSP
    404 FIFTH AVENUE 3RD FLOOR
    New York,NY10018     		  NC PROVIDING INFORMATION AND SUPPORT 200
    DELEWARE VALLEY GOLDEN RETRIEVER RE
    60 VERA CRUZ RD
    Reinholds,PA17569     		  NC ANIMAL RESCUE AND CARE 2,000
    DOCTORS WITHOUT BORDERS
    PO BOX 5030
    Hagerstown,MD21741     		  NC INTERNATIONAL MEDICAL AIDE 500
    DUKE CHILDRENS HOSPITAL
    BOX 90581
    Durham,NC27708     		  NC RESEARCH AND OUTREACH 500
    EASTER SEALS
    BOX 28239
    Raleigh,NC27611     		  NC EDUCATION AND OUTREACH 200
    ELON HOME FOR CHILDREN
    1717 SHARON RE WEST
    Charlotte,NC28201     		  NC TEACHING LIFE SKILLS TO CHILDREN 500
    FEED THE CHILDREN
    PO BOX 36
    Oklahoma City,OK73101     		  NC FOOD SUPPLIES 200
    FIRST MORAVIAN CHURCH
    304 SOUTH ELAM AVE
    Greensboro,NC27403     		  NC TO SUPPORT THEIR MISSION 3,000
    FLIGHT 93 NATIONAL MEMORIAL
    BOX 6591
    Washington,DC20090     		  NC BUILD AND MAINTAIN MEMORIAL 500
    FREEDOM ALLIANCE
    2257 MARKEY CT
    Dulles,VA20166     		  NC TO SUPPORT THEIR MISSION 500
    FRIENDS FOREVER
    PO BOX 77262
    Greensboro,NC27417     		  NC RESCUE AND SUPPORT ANIMALS 200
    FRIENDS HOME
    925 NEW GARDEN RD
    Greensboro,NC27410     		  NC TO SUPPORT THEIR MISSION 500
    GEORGE BUSH PRESIDENTIAL CTR
    BOX 560887
    Dallas,TX75356     		  NC EDUCATION 500
    GIDEONS GREENSBORO NW CAMP
    BOX 19524
    Greensboro,NC27419     		  NC TO PROVIDE CHILDREN A SAFE PLACE 500
    GIDEON GROVE UMC
    BOX 444
    Stokesdale,NC27357     		  NC TO SUPPORT THEIR MISSION 5,000
    GOATS FOR THE OLD GOAT
    501 KINGS HWY EAST SUITE 400
    Fairfield,CT06825     		  NC HELPING WITH HUNGER 1,800
    GRAND STAND HUMANE SOCIETY
    3241 10TH AVE EXT N
    Myrtle Beach,SC29577     		  NC LOW COST WALK IN VETERINARY CLINIC 500
    GREATER PIEDMONT TEEN CHALLENGE
    1912 BOULEVARD ST
    Greensboro,NC27407     		  NC HELP YOUNG ADULTS STRUGGLING WITH ADDICATIONS 500
    GREENSBORO SYMPHONY
    200 N DAVIE ST
    Greensboro,NC27401     		  NC TO PROVIDE EDUCATION IN MUSIC 500
    GREENSBORO URBAN MINISTRY
    305 W MARKET ST
    Greensboro,NC27406     		  NC TO PROVIDE FOOD 1,000
    HABITAT FOR HUMANITY
    BOX 3402
    Greensboro,NC27402     		  NC HELP THE HOMELESS 500
    HEARTSTRINGS COMMUNITY FD
    7086 W 105TH ST
    Overland Park,KS66212     		  NC PROVIDE OPPORTUNITIES TO ADULTS WITH DISBILITIES 500
    HELPING HANDS CLINIC
    810 HARPER AVE NW
    Lenoir,NC28645     		  NC TO SUPPORT THEIR MISSION 500
    HILLSDALE COLLEGE
    33 E COLLEGE ST
    Hillsdale,MI49242     		  NC EDUCATION 5,000
    HOPE ACADEMY
    2300 CHICAGO AVE S
    Minneapolis,MN55404     		    EDUCATION 20,000
    HOSPICE AND PALLATIVE CARE
    2500 SUMMIT AVE
    Greensboro,NC27405     		    TO SUPPORT THEIR MISSION 500
    HUMANE SOCIETY OF THE TRIAD
    4527 WEST WENDOVER AVE
    Greensboro,NC27409     		    TO SUPPORT THEIR MISSION 500
    LUPUS FOUNDATION
    4530 PARK RD STE 302
    Charlotte,NC28209     		    RESEARCH AND SUPPORT 500
    MAKE A WISH TRIAD
    212 S TRYON ST
    Charlotte,NC28281     		    TO SUPPORT THEIR MISSION 500
    MARCH OF DIMES
    BOX 2547
    Decatur,IL62525     		    TO SUPPORT THEIR MISSION 200
    MDA
    3300 EAST SUNRISE DR
    Tucson,AZ85718     		    TO SUPPORT THEIR MISSION 500
    NATIONAL MS
    2211 MEADOWVIEW ST STE 30
    Greensboro,NC27407     		    RESEARCH AND OUTREACH 1,000
    NATIONAL PARKINSON
    BOX 8401
    Raleigh,NC27605     		    TO SUPPORT THEIR MISSION 500
    NC VET MED FOUNDATION NCSU
    BOX 8401
    Raleigh,NC27605     		    EDUCATION 500
    NC WILDLIFE
    BOX 10626
    Raleigh,NC27690     		    RESEARCH AND OUTREACH 500
    NC ZOOLOGICAL SOCIETY
    4403 ZOO PARKWAY
    Asheboro,NC27205     		    RESEARCH AND CARE OF ANIMALS 30,000
    NORTH MYRTLE BEACH RESCUE
    PO BOX 555
    North Myrtle Beach,SC29597     		    TO SUPPORT THEIR MISSION 200
    OPERATION SMILE
    502 E CORNWALLIS DR
    Greensboro,NC27405     		    TO SUPPORT THEIR MISSION 500
    PINECROFT BAPTIST CHURCH
    2022 W VANDALIA RD
    Greensboro,NC27407     		    TO SUPPORT THEIR MISSION 30,000
    RED DOG FARM
    5836 BUR MILL CLUB RD
    Greensboro,NC27410     		    RESCUE AND REHABILITATE NEGLECTED ANIMALS 500
    SAMARITANS PURSE
    PO BOX 3000
    Boone,NC28607     		    TO SUPPORT THEIR MISSION 500
    SECOND HARVEST FOOD BANK
    3655 REED ST 1
    Winston Salem,NC27107     		    FOOD AND NUTRITION SERVICES 500
    SENIOR AND DISABLED FUND
    BOX 85
    San Bernardino,CA92410     		    TO SUPPORT THEIR MISSION 1,000
    SMILE TRAIN
    633 THIRD AVE 9TH FLOOR
    New York,NY10017     		    HELP CHILDREN WITH CLEFTS 500
    SOLDIERS ANGELS
    200 NE LOOP 410
    San Antonio,TX78217     		    SUPPORT OF TROOPS AND DISABLED VETS 500
    SPECIAL OLYMPICS
    ATTN WEB GIFTS 1133 19TH STREET
    12TH FLOOR
    Washington,DC20036     		    HELP CHILDREN AND ADULTS WITH INTELLECTUAL DISABILITIES 500
    SUSAN G KOMEN FOUNDATION
    5005 LBJ FREEWAY
    Dallas,TX75244     		    RESEARCH AND COMMUNITY OUTREACH 500
    SYLVAN HEIGHTS BIRD PARK
    DRAWER 368
    Scotland Neck,NC27874     		    EDUCATTION ON CARING FOR ENDANGEDER WATERFOWL 1,500
    THE COALITION TO SALUTE AMERICAS HE
    552 FORT EVANS ROAD SUITE 300
    Lansdowne,VA20176     		    HELP SEVERLY WOUNDED VETERANS AND FAMILIES 500
    THE MUSIC ACADEMY
    127 BEAMAN PL
    Greensboro,NC27410     		    TO ENABLE STUDENTS OF ALL AGES TO DEVELOPE THEIR TALENTS 1,500
    THE SALVATION ARMY
    BOX 5610
    Greensboro,NC27435     		    TO SUPPORT THEIR MISSION 500
    THE SERVANTS CENTER
    1312 LEXINGTON AVE
    Greensboro,NC27403     		    COMMUNITY SERVICE 500
    THE USO
    PO BOX 96860
    Washington,DC20077     		    SUPPORT SERVICE MEMBERS AND THEIR FAMILIES 500
    TRIAD GOLDEN RETRIEVER RESCUE
    2 FLEMING TERRECE CIRCLE
    Greensboro,NC27410     		    REHABILITATION HUMANE TREATMENT AND PLACEMENT OF GOLDEN RETRIEVERS 2,000
    TRIAD HEALTH PROJECT
    BOX 5716
    Greensboro,NC27435     		    RESEARCH AND SUPPORT OF HIV VICTIMS 500
    UNC TV
    BOX 149000
    Durham,NC27709     		    TO SUPPORT THEIR MISSION 500
    US OLYMPIC COMMITTIE
    1 OLYMPIC PLAZA
    Colorado Springs,CO80909     		    TO SUPPORT THEIR MISSION 500
    UNIVERSITY OF THE CUMBERLANDS
    410 MEIJER DRIVE
    Florence,KY41042     		    EDUCATION 5,000
    VETERANS OF FOREIGN WARS
    2605 S ELM EUGENE ST
    Greensboro,NC27406     		    PROVIDING EDUCATION FOR VETERANS 500
    WOUNDED WARRIORS
    4899 BELFORT RD
    Jacksonville,FL32256     		    SUPPORT FOR WOUNDED VETERANS 1,000
    CALDWELL MEMORIAL HOSPITAL
    PO BOX 1890
    Lenoir,NC28645     		    TO SUPPORT THEIR MISSION 25,000
    Total .................................bullet 3a 175,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		        9,597
    4 Dividends and interest from securities....         27,519
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....         7,002
    8 Gain or (loss) from sales of assets other than
    inventory ............     		        40,409
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..     84,527
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    84,527
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    ROSS ANGEL FOUNDATION
     
    Employer identification number

    56-2013753
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    ROSS ANGEL FOUNDATION
          		Employer identification number
    56-2013753
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    RUSSELLENE J ANGEL  
    4826 COUNTRY WOODS LANE
     
    Greensboro, NC27410

    		$ 98,145


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    ROSS ANGEL FOUNDATION
          		Employer identification number

    56-2013753
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    ROSS ANGEL FOUNDATION
          		Employer identification number

    56-2013753
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    ROSS ANGEL FOUNDATION
    EIN:
    56-2013753
    Name of Bond End of Year Book Value End of Year Fair Market Value
    SAFRA NATL BANK NY 100,000 100,000
    WELLS FARGO BK 100,000 99,884
    ALLY BANK 100,000 99,768
    GOLDMAN SACHS BK USA 100,000 99,807
    CATHY BANK 100,000 99,803
    BLACKROCK GLOBAL OPPTY 50,000 41,600

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    ROSS ANGEL FOUNDATION
    EIN:
    56-2013753
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AT&T INC 39,375 31,110
    ABBOTT LABORATORIES 42,876 74,831
    ALTRIA GROUP INC 58,166 51,270
    AMGEN INC 24,924 41,093
    APPLE INC 16,620 32,399
    BP PLC 15,680 18,960
    BRIGHTHOUSE FINANCIAL INC 1,655 1,097
    CELGENE CORP 23,836 12,818
    CHEVRON CORP 45,407 46,941
    CISCO SYSTEMS INC 5,170 9,158
    COCA COLA COMPANY 9,170 10,127
    EMERSON ELECTRIC CO 12,438 12,671
    EXXON MOBIL CORP 19,364 14,742
    GENERAL MILLS INC 27,389 20,620
    GILEAD SCIENCES INC 35,164 26,384
    INTERNATIONAL PAPER CO 16,675 12,464
    JOHNSON & JOHNSON 31,089 40,740
    KELLOGG CO 34,763 29,929
    KIMBERLY CLARK CORP 21,526 24,164
    KRAFT HEINZ CO 11,591 9,252
    LINCOLN NATIONAL CORP 9,109 10,585
    LOWES COMPANIES INC 10,132 19,098
    METLIFE INC 15,693 17,571
    PHILIP MORRIS INTL INC 74,813 55,114
    QUALCOMM INC 316 248
    VERITIV CORP 35 25
    FIRST TRUST 113,350 100,300

    TY 2018 InvestmentsOtherSchedule2
    Name:
    ROSS ANGEL FOUNDATION
    EIN:
    56-2013753
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BELL HNW HORIZONS LLC   114,631 282,711
    BELL OLMSTEAD PARK HNW LLC   207,570 250,000
    BELL HNW FUND V LLC   246,452 427,798
    BELL HNW FUND VI LLC   118,546 135,040
    CAMERON AT THE SUMMIT PROPERTIES LLC   151,559 250,588

    TY 2018 LegalFeesSchedule
    Name:
    ROSS ANGEL FOUNDATION
    EIN:
    56-2013753
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    RETAINER 12,000 12,000 12,000  


    TY 2018 OtherDecreasesSchedule
    Name:
    ROSS ANGEL FOUNDATION
    EIN:
    56-2013753
    Description Amount
    DECREASE IN FUND BALANCE 47,785
    CONTRIBUTIONS INCLUDED IN PRIOR YEAREND BOOK BALANCE 146,000


    TY 2018 OtherIncomeSchedule2
    Name:
    ROSS ANGEL FOUNDATION
    EIN:
    56-2013753
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CAMERON AT THE SUMMIT PROPERTIES LLC 7,002 7,002 7,002


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    ROSS ANGEL FOUNDATION
    EIN:
    56-2013753
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISORY FEES 5,781 5,781 5,781