BETA

ANGEL FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ANGEL FOUNDATION (EIN 20-4591909)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-09
IRS object ID
202511299349103186
Schema version
2024v5.1
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)
Return2025-05-09T15:22:23-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-05-08SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
PF Status Term Sect507b1 AYes (X)PFStatusTermSect507b1AInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,292,840FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,004,369ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$55,694DividendsRevAndExpnssAmt
Dividends Net Invst Incm$55,694DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$213,997NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,875,270GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,078,751CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$3,290OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$3,290OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,277,350TotalRevAndExpnssAmt
Total Net Invst Incm$1,137,735TotalNetInvstIncmAmt
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
Other Prof Fees Rev And Expnss$1OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$16,160TaxesRevAndExpnssAmt
Taxes Net Invst Incm$65TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$35OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$35OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,496TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$66TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,335TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$630,333ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$630,333ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$649,829TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$66TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$633,668TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$627,521ExcessRevenueOverExpensesAmt
Net Investment Income$1,137,669NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$77,419SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$203,887SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$203,887SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$233AcctRcvblAmt
Acct Rcvbl EOY$233AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$233AcctRcvblEOYFMVAmt
Corporate Stock BOY$2,042,603CorporateStockBOYAmt
Corporate Stock EOY$2,310,357CorporateStockEOYAmt
Corporate Stock EOYFMV$3,148,312CorporateStockEOYFMVAmt
Corporate Bonds BOY$780,687CorporateBondsBOYAmt
Corporate Bonds EOY$982,401CorporateBondsEOYAmt
Corporate Bonds EOYFMV$940,408CorporateBondsEOYFMVAmt
Total Assets BOY$2,900,709TotalAssetsBOYAmt
Total Assets EOY$3,496,878TotalAssetsEOYAmt
Total Assets EOYFMV$4,292,840TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,900,709CapitalStockBOYAmt
Capital Stock EOY$3,496,878CapitalStockEOYAmt
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$2,900,709TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,496,878TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,900,709TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,496,878TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,900,709TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$627,521ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,528,230SubtotalAmt
Other Decreases$31,352OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,496,878TotNetAstOrFundBalancesEOYAmt

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$847,602$691,973$155,629$155,629
PUBLICLY TRADED SECURITIESD$952,652$104,546$848,106$848,106
CAPITAL GAINS DIVIDENDSP$75,016$75,016$75,016
FieldValueIRS element (for citing)
Capital Gain Net Income$1,078,751CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$15,814InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$15,814SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$15,814TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$16,627EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$16,627TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$813OverpaymentAmt
Applied To ES Tax$813AppliedToESTaxAmt
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$3,476,495AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$40,454AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,516,949TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,516,949AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$52,754CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,464,195NetVlNoncharitableAssetsAmt
Minimum Investment Return$173,210MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$173,210MinimumInvestmentReturnAmt
Tax Based On Investment Income$15,814TaxBasedOnInvestmentIncomeAmt
Total Tax$15,814TotalTaxAmt
Distributable Before Adj$157,396DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$157,396DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$157,396DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$633,668ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$633,668QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$157,396DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,633,955ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,100,337ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,279,755ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,707,499ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$546,739ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,268,285TotalExcessDistributionCyovAmt
Qualifying Distributions$633,668QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$157,396AppliedToCurrentYearAmt
Remaining Distri From Corpus$476,272RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$7,744,557TotalCorpusAmt
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$1,633,955ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,110,602ExcessDistriCyovToNextYrAmt
Excess From Year4$2,100,337ExcessFromYear4Amt
Excess From Year3$1,279,755ExcessFromYear3Amt
Excess From Year2$1,707,499ExcessFromYear2Amt
Excess From Year1$546,739ExcessFromYear1Amt
Excess From Current Year$476,272ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARTISTS FOR HUMANITY
100 W 2ND STBOSTONMA02127PUBLIC CHARITYOPERATIONAL$2,500
CENTER FOR MAINE CONTEMPORARY ART
21 WINTER STROCKLANDME04841PUBLIC CHARITYOPERATIONAL$2,500
CONSERVATION LAW FOUNDATION
62 SUMMER STREETBOSTONMA02110PUBLIC CHARITYOPERATIONAL$20,000
DEDHAM COUNTRY DAY SCHOOL
90 SANDY VALLEY RDDEDHAMMA02029PUBLIC CHARITYEDUCATIONAL$32,500
HARVARD COLLEGE
12 OXFORD STREETCAMBRIDGEMA02138PUBLIC CHARITYEDUCATIONAL$5,000
ISABELLA STEWART GARDNER MUSEUM
25 EVANS WAYBOSTONMA02115PUBLIC CHARITYOPERATIONAL$370,000
MISS PORTER'S SCHOOL
60 MAIN STREETFARMINGTONCT06032PUBLIC CHARITYEDUCATIONAL$5,000
NEW ENGLAND AQUARIUM
1 CENTRAL WHARFBOSTONMA02110PUBLIC CHARITYOPERATIONAL$25,000
NEWTON WELLESLEY HOSPITAL
2014 WASHINGTON STREETNEWTONMA02462PUBLIC CHARITYOPERATIONAL$10,000
NORTH HAVEN SUSTAINABLE HOUSING
PO BOX 373NORTH HAVENME04032PUBLIC CHARITYOPERATIONAL$10,000
PANGEASEED FOUNDATION
15-875 LEMIWAI ROADKEAAUHI96749PUBLIC CHARITYOPERATIONAL$5,000
RADCLIFFE INSTITUTE
10 GARDEN STREETCAMBRIDGEMA02138PUBLIC CHARITYEDUCATIONAL$5,000
SAFE WATER NETWORK
122 EAST 42ND STREETNEW YORKNY10168PUBLIC CHARITYOPERATIONAL$2,500
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$3,500
JOHN HOPKINS BLOOMBERG SCHOOL OF PUBLIC HEALTH
615 N WOLFE STREET W 4027BALTIMOREMD21205PUBLIC CHARITYEDUCATIONAL$83,333
MARA ELEPHANT PROJECTS
4000 W 106TH STREETCARMELIN46032PUBLIC CHARITYOPERATIONAL$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$630,333TotalGrantOrContriPdDurYrAmt
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$55,694ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$3,290ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$213,997ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$272,981ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$272,981TotalIncomeProducingActyAmt

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$1,004,369TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property7,160 SHARES OF NVIDIA CORPNoncashPropertyDesc
Fair Market Value$1,004,369FairMarketValueAmt
Received2024-12-24ReceivedDt

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 Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
Bond94135.00 OW FIXED INCOME FUNDBondNm
EOY Book Value$982,401EOYBookValueAmt
EOYFMV$940,408EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (91 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
51.00 META PLATFORMS INC$16,997$29,861
81.00 TAKE-2 INTERACTIVE$11,746$14,910
234.00 ALPHABET INC CLASS C$33,236$44,562
1.00 AUTOZONE INC$2,589$3,202
36.00 LOWES COS INC$8,153$8,884
15.00 LVMH MOET HENNESSY VUITTON$10,410$9,903
6.00 MERCADOLIBRE INC$8,194$10,202
193.00 AMAZON.COM INC$23,343$42,342
45.00 HILTON WORLDWIDE HOLDINGS$6,868$11,122
6.00 O'REILLY AUTO INC NEW$6,669$7,114
170.00 WALMART INC$10,276$15,359
10.00 COSTCO WHSL CORP NEW$6,205$9,162
219.00 ALIMENTATION COUCHE-TARD I$11,308$12,130
32235.98 OW CREDIT INCOME FUND$281,403$252,730
286.00 SCHLUMBERGER LTD$13,611$10,965
153.00 CONOCOPHILLIPS$12,084$15,173
25.00 MSCI INC$14,624$15,000
83.00 FISERV INC$14,052$17,049
51.00 APOLLO GLOBAL MANAGEMENT I$8,005$8,423
103.00 VISA INC$21,408$32,552
199.00 BROOKFIELD CORPORATION$9,708$11,432
16.00 S&P GLOBAL INC.$5,056$7,968
91.00 JPMORGAN CHASE & CO$15,383$21,813
436.00 BANK OF AMERICA CORP$13,933$19,162
125.00 INTERCONTINENTAL EXCHG INC$16,587$18,626
23.00 MCKESSON CORP$12,757$13,107
61.00 DANAHER CORP$11,283$14,002
48.00 CENCORA INC$9,297$10,784
50.00 UNITEDHEALTH GROUP INC$20,503$25,293
25.00 THERMO FISHER SCIENTIFIC$10,039$13,005
17.00 OLD DOMINION FREIGHT$3,615$2,998
21.00 EATON CORP PLC$3,903$6,969
158.00 ASHTEAD GROUP$10,338$9,819
109.00 COPART INC$4,556$6,255
19.00 NORTHROP GRUMMAN CORP$7,945$8,916
18.00 BUILDERS FIRSTSOURCE INC$3,461$2,572
185.00 TRANSUNION$13,465$17,151
112.00 HOWMET AEROSPACE INC$6,269$12,249
134.00 FORTINET INC$11,389$12,660
11.00 ASML HOLDING$7,490$7,756
58.00 BROADCOM INC$10,800$13,446
30.00 GARTNER INC CL A$12,327$14,534
4.00 CONSTELLATION SOFTWARE$11,481$12,353
43.00 APPLIED MATERIALS$7,243$6,993
200.00 APPLE INC$28,583$50,084
128.00 MICROSOFT CORP$29,727$53,952
36.00 MOTOROLA SOLUTIONS INC$11,497$16,640
32.00 NXP SEMICONDUCTORS NV$7,617$6,651
145.00 MARVELL TECHNOLOGY INC$9,705$16,015
250.00 NVIDIA CORP$3,782$33,572
73500.99 OW LARGE CAP STRATEGIES FD$943,570$1,457,524
91.00 CRH PLC$6,841$8,419
34.00 PROLOGIS INC$3,749$3,593
46.00 CBRE GROUP INC$6,076$6,039
114.00 AMEREN CORP$8,671$10,161
118.00 NEXTERA ENERGY INC$8,732$8,459
58.00 LIVE NATION ENTERTMNT INC$5,940$7,511
101.00 DOLLARAMA INC$6,246$9,844
56.00 WYNDHAM HOTELS & RESORTS$5,098$5,644
6.00 POOL CORP$2,083$2,045
95.00 BJ'S WHOLESALE CLUB HOLDIN$6,929$8,488
187.00 US FOODS HOLDING CORP$8,476$12,615
21.00 SPDR S&P OIL & GAS EXPLORA$2,807$2,779
137.00 RYAN SPECIALTY HOLDNGS INC$7,225$8,789
27.00 WEX INC$4,294$4,733
131.00 NASDAQ INC.$7,128$10,127
82.00 TRADEWEB MARKETS INC$7,720$10,735
38.00 SPDR S&P REGIONAL BK ETF$2,460$2,293
75.00 COOPER COS INC/THE$5,512$6,894
47.00 STERIS PLC$9,145$9,661
391.00 AVANTOR INC$8,912$8,238
24.00 MEDPACE HOLDINGS$7,437$7,973
10.00 IDEXX LABS CORP$4,202$4,134
170.00 WILLSCOT HOLDINGS CORP$7,191$5,686
17.00 SAIA INC COM$6,891$7,747
43.00 BWX TECHNOLOGIES INC$4,312$4,789
29.00 EQUIFAX INC$5,321$7,390
19.00 CARLISLE COS$5,493$7,007
62.00 BOOZ ALLEN HAMILTON HLDGS$7,343$7,979
46.00 CLEAN HARBORS INC$8,271$10,586
140.00 CORE & MAIN INC$6,698$7,127
5.00 ASM INTERNATIONAL NV$2,004$2,902
49.00 NICE LTD ADR$8,891$8,322
33.00 MANHATTAN ASSOCIATES INC$7,408$8,917
46.00 ENTEGRIS INC$5,459$4,556
59.00 KEYSIGHT TECHNOLOGIES INC$9,431$9,477
48.00 CDW CORP/DE$7,677$8,353
414.00 CCC INTELLIGENT SOLUTIONS$4,824$4,856
24.00 SBA COMMUNICATIONS CORP$5,032$4,891
23786.27 OW SMALL & MIDCAP STRAT FD$275,037$380,580
40.00 UTILITIES SELECT SECT SPDR$2,901$3,027

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
RETURN OF CAPITAL$65
DIFFERENCE BETWEEN FMV AND TAX BASIS OF DONATED STOCK$31,287

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMA PC FORM FEEDesc
Revenue And Expenses Per Books$35RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$35DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFEE CREDITDesc
Revenue And Expenses Per Books$3,290RevenueAndExpensesPerBooksAmt
Net Investment Income$3,290NetInvestmentIncomeAmt
Adjusted Net Income$3,290AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT DIVIDEND EXPENSECategoryTxt
Amt$1Amt
Net Investment Income$1NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$160$65$0
ESTIMATED TAX$16,000$0$0

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