BETA

ANGEL FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ANGEL FOUNDATION (EIN 20-4591909)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-03
IRS object ID
202441249349100209
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-03T07:45:34-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN204591909EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANGEL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANGEBusinessNameControlTxt
Phone5165089623PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1BESSEMER TR1271 AVE OF THE AMERICAAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10020ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARIANNA KOPACHPersonNm
Person TitleCORPORATE TRUSTEEPersonTitleTxt
Phone5465089648PhoneNum
Signature2024-04-24SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARIANNAPersonFirstNm
Person LastKOPACHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
PF Status Term Sect507b1 AYes (X)PFStatusTermSect507b1AInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,508,839FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,002,869ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$41,054DividendsRevAndExpnssAmt
Dividends Net Invst Incm$41,054DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$238,590NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,779,043GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,062,216CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,790OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,790OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,285,303TotalRevAndExpnssAmt
Total Net Invst Incm$1,106,060TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,300AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$19,755TaxesRevAndExpnssAmt
Taxes Net Invst Incm$55TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$500OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$500OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$23,555TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$55TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,800TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$656,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$656,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$679,555TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$55TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$659,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$605,748ExcessRevenueOverExpensesAmt
Net Investment Income$1,106,005NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$55,581SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$77,419SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$77,419SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,240,895CorporateStockBOYAmt
Corporate Stock EOY$2,823,290CorporateStockEOYAmt
Corporate Stock EOYFMV$3,431,420CorporateStockEOYFMVAmt
Total Assets BOY$2,296,476TotalAssetsBOYAmt
Total Assets EOY$2,900,709TotalAssetsEOYAmt
Total Assets EOYFMV$3,508,839TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,296,476CapitalStockBOYAmt
Capital Stock EOY$2,900,709CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,296,476TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,900,709TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,296,476TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,900,709TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,296,476TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$605,748ExcessRevenueOverExpensesAmt
Other Increases$70OtherIncreasesAmt
Subtotal$2,902,294SubtotalAmt
Other Decreases$1,585OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,900,709TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$796,282$539,455$256,827$256,827
PUBLICLY TRADED SECURITIESD$982,744$177,372$805,372$805,372
CAPITAL GAINS DIVIDENDSP$17$17$17
FieldValueIRS element (for citing)
Capital Gain Net Income$1,062,216CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$15,373InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$15,373SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$15,373TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$16,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$16,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$627OverpaymentAmt
Applied To ES Tax$627AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BESSEMER TRUST COMPANYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5165089623PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11271 AVENUE OF THE AMERICASAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10020ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonBESSEMER TRUST COMPANY NAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11271 AVENUE OF THE AMERICASAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10020ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos5.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,564,935AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$42,855AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,607,790TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,607,790AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$39,117CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,568,673NetVlNoncharitableAssetsAmt
Minimum Investment Return$128,434MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$128,434MinimumInvestmentReturnAmt
Tax Based On Investment Income$15,373TaxBasedOnInvestmentIncomeAmt
Total Tax$15,373TotalTaxAmt
Distributable Before Adj$113,061DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$113,061DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$113,061DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$659,800ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$659,800QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$113,061DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,136,313ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,633,955ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,100,337ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,279,755ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,707,499ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,857,859TotalExcessDistributionCyovAmt
Qualifying Distributions$659,800QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$113,061AppliedToCurrentYearAmt
Remaining Distri From Corpus$546,739RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$8,404,598TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,136,313ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,268,285ExcessDistriCyovToNextYrAmt
Excess From Year4$1,633,955ExcessFromYear4Amt
Excess From Year3$2,100,337ExcessFromYear3Amt
Excess From Year2$1,279,755ExcessFromYear2Amt
Excess From Year1$1,707,499ExcessFromYear1Amt
Excess From Current Year$546,739ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARTISTS FOR HUMANITY
100 W 2ND STBOSTONMA02127PUBLIC CHARITYOPERATIONAL$10,000
ATLANTIC WHITE SHARK CONSERVANCY
235 ORLEANS RDCHATHAMMA02650PUBLIC CHARITYOPERATIONAL$2,500
CAPE ELEUTHERA FOUNDATION INC
PO BOX 5910PRINCETONNJ08543PUBLIC CHARITYOPERATIONAL$45,000
CONSERVATION LAW FOUNDATION
62 SUMMER STREETBOSTONMA02110PUBLIC CHARITYOPERATIONAL$15,000
DEDHAM COUNTRY DAY SCHOOL
90 SANDY VALLEY RDDEDHAMMA02029PUBLIC CHARITYEDUCATIONAL$20,000
HARVARD COLLEGE
12 OXFORD STREETCAMBRIDGEMA02138PUBLIC CHARITYEDUCATIONAL$5,000
HURRICANE ISLAND FOUNDATION
PO BOX 1280ROCKLANDME04841PUBLIC CHARITYOPERATIONAL$10,000
ISABELLA STEWART GARDNER MUSEUM
25 EVANS WAYBOSTONMA02115PUBLIC CHARITYOPERATIONAL$370,000
MISS PORTER'S SCHOOL
60 MAIN STREETFARMINGTONCT06032PUBLIC CHARITYEDUCATIONAL$10,000
NEW ENGLAND AQUARIUM
1 CENTRAL WHARFBOSTONMA02110PUBLIC CHARITYOPERATIONAL$15,000
NEWTON WELLESLEY HOSPITAL
2014 WASHINGTON STREETNEWTONMA02462PUBLIC CHARITYOPERATIONAL$25,000
NORTH HAVEN COMMUNITY SCHOOL
93 PULPIT HARBOR ROADNORTH HAVENME04853PUBLIC CHARITYEDUCATIONAL$27,000
PANGEASEED FOUNDATION
15-875 LEMIWAI ROADKEAAUHI96749PUBLIC CHARITYOPERATIONAL$5,000
RADCLIFFE INSTITUTE
10 GARDEN STREETCAMBRIDGEMA02138PUBLIC CHARITYEDUCATIONAL$5,000
THE NORTH HAVEN FOUNDATION
PO BOX 664ROCKLANDME04841PUBLIC CHARITYEDUCATIONAL$10,000
UNIVERSITY OF DENVER
2190 EAST ASBURY AVENUEDENVERCO80208PUBLIC CHARITYEDUCATIONAL$25,000
WATERMAN'S COMMUNITY CENTER
12 MAIN STREETNORTH HAVENME04853PUBLIC CHARITYOPERATIONAL$3,500
WBUR DEVELOPMENT
PO BOX 15716BOSTONMA02215PUBLIC CHARITYOPERATIONAL$2,000
WILY NETWORK
16 WARREN STREETDEDHAMMA02026PUBLIC CHARITYOPERATIONAL$1,000
WORLD CONNECT INC
209 CONOVER STREETBROOKLYNNY11231PUBLIC CHARITYOPERATIONAL$10,000
VAIL VALLEY FOUNDATION
PO BOX 6550AVONCO81620PUBLIC CHARITYOPERATIONAL$30,000
DOCTORS WITHOUT BORDERS USA
PO BOX 5030HAGERSTOWNMD21741PUBLIC CHARITYOPERATIONAL$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$656,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$41,054ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$2,790ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$238,590ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$282,434ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$282,434TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1EDWARD T ANDERSONBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O BESSEMER TR-1271 AVENUE OF AMERAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11530ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,002,869TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property2680 SHARES OF MICROSOFT CORPNoncashPropertyDesc
Fair Market Value$1,002,869FairMarketValueAmt
Received2023-12-13ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryFINANCIAL SERVICES FEECategoryTxt
Amt$3,300Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,300DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionANGEL FOUNDATIONFORM 990-PF EIN 20-4591909SUPPLEMENTAL SCHEDULE OF INFORMATIONPART XIII, UNDISTRIBUTED INCOME, LINE 4CELECTION UNDER IRC REG. SEC. 53-4942(A)-3(D)(2)PURSUANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.4942(A)-3(D)(2), THE ANGEL FOUNDATION, HEREBY ELECTS TO TREAT CURRENT YEAR'S QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. (SIGNATURE): ___________________________________(NAME): ___________________________________ (TITLE): ______________________________ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (88 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
73868.51 OW FIXED INCOME FUND$780,687$752,720
150.00 ALPHABET INC CLASS C$15,319$21,139
55.00 TAKE-2 INTERACTIVE$6,876$8,852
36.00 META PLATFORMS INC$6,991$12,742
80.00 LOWES COS INC$17,764$17,804
5.00 MERCADOLIBRE INC$6,475$7,857
50.00 BATH & BODY WORKS INC$2,268$2,158
1.00 AUTOZONE INC$2,517$2,585
150.00 AMAZON.COM INC$12,643$22,791
45.00 HILTON WORLDWIDE HOLDINGS$5,748$8,194
5.00 LVMH MOET HENNESSY VUITTON$3,108$4,053
55.00 WALMART INC$8,176$8,670
11.00 COSTCO WHSL CORP NEW$6,240$7,260
205.00 ALIMENTATION COUCHE-TARD I$10,297$12,109
25388.36 OW CREDIT INCOME FUND$232,375$205,899
205.00 SCHLUMBERGER LTD$10,725$10,668
65.00 CONOCOPHILLIPS$3,571$7,544
15.00 PIONEER NATURAL RESOURCES$2,216$3,373
20.00 AON PLC$5,230$5,820
21.00 S&P GLOBAL INC.$6,727$9,250
105.00 BROOKFIELD CORPORATION$4,395$4,212
345.00 BANK OF AMERICA CORP$9,663$11,616
75.00 JPMORGAN CHASE & CO$10,651$12,757
90.00 VISA INC$15,685$23,431
240.00 INTERCONTINENTAL EXCHG INC$28,043$30,823
40.00 BLACKSTONE INC$3,241$5,236
18.00 THERMO FISHER SCIENTIFIC$5,532$9,554
34.00 DANAHER CORP$4,757$7,865
55.00 CENCORA INC$9,349$11,295
54.00 HEALTH CARE SELECT SPDR$7,375$7,364
39.00 IQVIA HOLDINGS INC$6,119$9,023
31.00 UNITEDHEALTH GROUP INC$10,835$16,320
25.00 EATON CORP PLC$4,184$6,020
185.00 HOWMET AEROSPACE INC$7,352$10,012
145.00 TRANSUNION$9,630$9,962
205.00 COPART INC$6,631$10,045
75.00 ASHTEAD GROUP$5,085$5,216
17.00 NORTHROP GRUMMAN CORP$6,995$7,958
100.00 CANADIAN PACIFIC KANSAS CI$7,679$7,936
105.00 ORACLE CORP$9,009$11,070
1.00 CONSTELLATION SOFTWARE$2,431$2,486
120.00 MARVELL TECHNOLOGY INC$5,880$7,237
35.00 MOTOROLA SOLUTIONS INC$9,510$10,958
6.00 SERVICENOW INC$1,038$4,238
19.00 GARTNER INC CL A$7,349$8,571
110.00 MICROSOFT CORP$19,543$41,364
11.00 ASML HOLDING$6,401$8,286
30.00 NVIDIA CORP$9,071$14,856
170.00 APPLE INC$17,196$32,730
75188.13 OW LARGE CAP STRATEGIES FD$904,597$1,305,265
25.00 VULCAN MATERIALS$4,663$5,675
25.00 SHERWIN-WILLIAMS CO$6,144$7,797
40.00 CRH PLC$2,730$2,766
145.00 ISHARES CHINA LRGE-CAP ETF$4,672$3,484
205.00 PROLOGIS INC$27,489$27,326
95.00 NEXTERA ENERGY INC$7,264$5,770
90.00 AMEREN CORP$6,435$6,510
30.00 LIVE NATION ENTERTMNT INC$2,453$2,808
84.00 DOLLARAMA INC$3,555$6,072
6.00 POOL CORP$2,130$2,392
40.00 EXPEDIA GROUP INC$5,048$6,071
12.00 ULTA BEAUTY INC$5,480$5,879
81.00 BJ'S WHOLESALE CLUB HOLDIN$5,250$5,399
115.00 US FOODS HOLDING CORP$3,595$5,222
98.00 CHAMPIONX CORP$2,960$2,862
45.00 RYAN SPECIALTY HOLDNGS INC$1,899$1,935
63.00 NASDAQ INC.$2,185$3,662
22.00 WEX INC$3,533$4,280
53.00 TRADEWEB MARKETS INC$3,865$4,816
13.00 MEDPACE HOLDINGS$3,732$3,984
29.00 STERIS PLC$5,504$6,375
207.00 AVANTOR INC$4,985$4,725
16.00 COOPER COS INC$4,493$6,055
9.00 TELEFLEX INC$2,203$2,244
27.00 CLEAN HARBORS INC$3,771$4,711
25.00 EQUIFAX INC$4,158$6,182
10.00 SAIA INC COM$3,239$4,382
124.00 WILLSCOT MOBILE MINI HOLDI$5,765$5,518
30.00 SMITH A O CORP$1,567$2,473
15.00 LINCOLN ELEC HLDG$2,560$3,261
35.00 BOOZ ALLEN HAMILTON HLDGS$3,816$4,476
20.00 CARLISLE COS$4,464$6,248
30.00 KEYSIGHT TECHNOLOGIES INC$4,760$4,772
23.00 CDW CORP/DE$3,319$5,228
16.00 MANHATTAN ASSOCIATES INC$3,042$3,445
6.00 ASM INTERNATIONAL NV$1,720$3,115
26.00 NICE LTD ADR$4,877$5,187
29366.15 OW SMALL & MIDCAP STRAT FD$352,786$453,119

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
DIFFERENCE BETWEEN FMV AND TAX BASIS OF DONATED STOCK$1,581
TRUNCATION$4

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMA PC FORM FEEDesc
Revenue And Expenses Per Books$500RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$500DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFEE CREDITDesc
Revenue And Expenses Per Books$2,790RevenueAndExpensesPerBooksAmt
Net Investment Income$2,790NetInvestmentIncomeAmt
Adjusted Net Income$2,790AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRETURN OF CAPITALDesc
Amt$70Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$131$55$0
EXCISE TAX$3,624$0$0
ESTIMATED TAX$16,000$0$0

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