2025-05-09T15:22:23-05:00 2024-12-31 990PF 2024-01-01 204591909 ANGEL FOUNDATION ANGE 5165089623 BESSEMER TR1271 AVE OF THE AMERICA NEW YORK NY 10020 MARIANNA KOPACH CORPORATE TRUSTEE 5465089648 2025-05-08 0 2024 2025-03-06 01:10:19Z X X 4292840 X 1004369 55694 55694 213997 1875270 1078751 3290 3290 1277350 1137735 0 0 0 3300 0 3300 1 1 0 16160 65 0 35 0 35 19496 66 3335 630333 630333 649829 66 633668 627521 1137669 77419 203887 203887 233 233 233 2042603 2310357 3148312 780687 982401 940408 2900709 3496878 4292840 0 0 X 2900709 3496878 0 0 0 0 2900709 3496878 2900709 3496878 2900709 627521 0 3528230 31352 3496878 PUBLICLY TRADED SECURITIES P 847602 691973 155629 155629 PUBLICLY TRADED SECURITIES D 952652 104546 848106 848106 CAPITAL GAINS DIVIDENDS P 75016 75016 75016 1078751 15814 0 15814 0 15814 16627 0 0 0 16627 X 0 813 813 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A BESSEMER TRUST COMPANY 5165089623 1271 AVENUE OF THE AMERICAS NEW YORK NY 10020 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BESSEMER TRUST COMPANY NA 1271 AVENUE OF THE AMERICAS NEW YORK NY 10020 TRUSTEE 5.00 0 0 0 NONE 0 NONE 0 0 3476495 40454 0 3516949 0 0 3516949 52754 3464195 173210 173210 15814 15814 157396 0 157396 0 157396 633668 0 633668 157396 0 0 1633955 2100337 1279755 1707499 546739 7268285 633668 0 0 0 157396 476272 0 0 7744557 0 0 0 0 0 0 1633955 6110602 2100337 1279755 1707499 546739 476272 X ARTISTS FOR HUMANITY 100 W 2ND ST BOSTON MA 02127 PUBLIC CHARITY OPERATIONAL 2500 CENTER FOR MAINE CONTEMPORARY ART 21 WINTER ST ROCKLAND ME 04841 PUBLIC CHARITY OPERATIONAL 2500 CONSERVATION LAW FOUNDATION 62 SUMMER STREET BOSTON MA 02110 PUBLIC CHARITY OPERATIONAL 20000 DEDHAM COUNTRY DAY SCHOOL 90 SANDY VALLEY RD DEDHAM MA 02029 PUBLIC CHARITY EDUCATIONAL 32500 HARVARD COLLEGE 12 OXFORD STREET CAMBRIDGE MA 02138 PUBLIC CHARITY EDUCATIONAL 5000 ISABELLA STEWART GARDNER MUSEUM 25 EVANS WAY BOSTON MA 02115 PUBLIC CHARITY OPERATIONAL 370000 MISS PORTER'S SCHOOL 60 MAIN STREET FARMINGTON CT 06032 PUBLIC CHARITY EDUCATIONAL 5000 NEW ENGLAND AQUARIUM 1 CENTRAL WHARF BOSTON MA 02110 PUBLIC CHARITY OPERATIONAL 25000 NEWTON WELLESLEY HOSPITAL 2014 WASHINGTON STREET NEWTON MA 02462 PUBLIC CHARITY OPERATIONAL 10000 NORTH HAVEN SUSTAINABLE HOUSING PO BOX 373 NORTH HAVEN ME 04032 PUBLIC CHARITY OPERATIONAL 10000 PANGEASEED FOUNDATION 15-875 LEMIWAI ROAD KEAAU HI 96749 PUBLIC CHARITY OPERATIONAL 5000 RADCLIFFE INSTITUTE 10 GARDEN STREET CAMBRIDGE MA 02138 PUBLIC CHARITY EDUCATIONAL 5000 SAFE WATER NETWORK 122 EAST 42ND STREET NEW YORK NY 10168 PUBLIC CHARITY OPERATIONAL 2500 THE NORTH HAVEN FOUNDATION PO BOX 664 ROCKLAND ME 04841 PUBLIC CHARITY EDUCATIONAL 10000 UNIVERSITY OF DENVER 2190 EAST ASBURY AVENUE DENVER CO 80208 PUBLIC CHARITY EDUCATIONAL 25000 WATERMAN'S COMMUNITY CENTER 12 MAIN STREET NORTH HAVEN ME 04853 PUBLIC CHARITY OPERATIONAL 3500 WBUR DEVELOPMENT PO BOX 15716 BOSTON MA 02215 PUBLIC CHARITY OPERATIONAL 3500 JOHN HOPKINS BLOOMBERG SCHOOL OF PUBLIC HEALTH 615 N WOLFE STREET W 4027 BALTIMORE MD 21205 PUBLIC CHARITY EDUCATIONAL 83333 MARA ELEPHANT PROJECTS 4000 W 106TH STREET CARMEL IN 46032 PUBLIC CHARITY OPERATIONAL 10000 630333 0 14 55694 01 3290 18 213997 0 272981 0 272981 0 0 0 0 0 0 0 0 0 0 X X 1 EDWARD T ANDERSON C/O BESSEMER TR-1271 AVENUE OF AMER NEW YORK NY 11530 1004369 X 1 7,160 SHARES OF NVIDIA CORP 1004369 2024-12-24 FINANCIAL SERVICES FEE 3300 0 3300 ANGEL 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): ______________________________ 94135.00 OW FIXED INCOME FUND 982401 940408 51.00 META PLATFORMS INC 16997 29861 81.00 TAKE-2 INTERACTIVE 11746 14910 234.00 ALPHABET INC CLASS C 33236 44562 1.00 AUTOZONE INC 2589 3202 36.00 LOWES COS INC 8153 8884 15.00 LVMH MOET HENNESSY VUITTON 10410 9903 6.00 MERCADOLIBRE INC 8194 10202 193.00 AMAZON.COM INC 23343 42342 45.00 HILTON WORLDWIDE HOLDINGS 6868 11122 6.00 O'REILLY AUTO INC NEW 6669 7114 170.00 WALMART INC 10276 15359 10.00 COSTCO WHSL CORP NEW 6205 9162 219.00 ALIMENTATION COUCHE-TARD I 11308 12130 32235.98 OW CREDIT INCOME FUND 281403 252730 286.00 SCHLUMBERGER LTD 13611 10965 153.00 CONOCOPHILLIPS 12084 15173 25.00 MSCI INC 14624 15000 83.00 FISERV INC 14052 17049 51.00 APOLLO GLOBAL MANAGEMENT I 8005 8423 103.00 VISA INC 21408 32552 199.00 BROOKFIELD CORPORATION 9708 11432 16.00 S&P GLOBAL INC. 5056 7968 91.00 JPMORGAN CHASE & CO 15383 21813 436.00 BANK OF AMERICA CORP 13933 19162 125.00 INTERCONTINENTAL EXCHG INC 16587 18626 23.00 MCKESSON CORP 12757 13107 61.00 DANAHER CORP 11283 14002 48.00 CENCORA INC 9297 10784 50.00 UNITEDHEALTH GROUP INC 20503 25293 25.00 THERMO FISHER SCIENTIFIC 10039 13005 17.00 OLD DOMINION FREIGHT 3615 2998 21.00 EATON CORP PLC 3903 6969 158.00 ASHTEAD GROUP 10338 9819 109.00 COPART INC 4556 6255 19.00 NORTHROP GRUMMAN CORP 7945 8916 18.00 BUILDERS FIRSTSOURCE INC 3461 2572 185.00 TRANSUNION 13465 17151 112.00 HOWMET AEROSPACE INC 6269 12249 134.00 FORTINET INC 11389 12660 11.00 ASML HOLDING 7490 7756 58.00 BROADCOM INC 10800 13446 30.00 GARTNER INC CL A 12327 14534 4.00 CONSTELLATION SOFTWARE 11481 12353 43.00 APPLIED MATERIALS 7243 6993 200.00 APPLE INC 28583 50084 128.00 MICROSOFT CORP 29727 53952 36.00 MOTOROLA SOLUTIONS INC 11497 16640 32.00 NXP SEMICONDUCTORS NV 7617 6651 145.00 MARVELL TECHNOLOGY INC 9705 16015 250.00 NVIDIA CORP 3782 33572 73500.99 OW LARGE CAP STRATEGIES FD 943570 1457524 91.00 CRH PLC 6841 8419 34.00 PROLOGIS INC 3749 3593 46.00 CBRE GROUP INC 6076 6039 114.00 AMEREN CORP 8671 10161 118.00 NEXTERA ENERGY INC 8732 8459 58.00 LIVE NATION ENTERTMNT INC 5940 7511 101.00 DOLLARAMA INC 6246 9844 56.00 WYNDHAM HOTELS & RESORTS 5098 5644 6.00 POOL CORP 2083 2045 95.00 BJ'S WHOLESALE CLUB HOLDIN 6929 8488 187.00 US FOODS HOLDING CORP 8476 12615 21.00 SPDR S&P OIL & GAS EXPLORA 2807 2779 137.00 RYAN SPECIALTY HOLDNGS INC 7225 8789 27.00 WEX INC 4294 4733 131.00 NASDAQ INC. 7128 10127 82.00 TRADEWEB MARKETS INC 7720 10735 38.00 SPDR S&P REGIONAL BK ETF 2460 2293 75.00 COOPER COS INC/THE 5512 6894 47.00 STERIS PLC 9145 9661 391.00 AVANTOR INC 8912 8238 24.00 MEDPACE HOLDINGS 7437 7973 10.00 IDEXX LABS CORP 4202 4134 170.00 WILLSCOT HOLDINGS CORP 7191 5686 17.00 SAIA INC COM 6891 7747 43.00 BWX TECHNOLOGIES INC 4312 4789 29.00 EQUIFAX INC 5321 7390 19.00 CARLISLE COS 5493 7007 62.00 BOOZ ALLEN HAMILTON HLDGS 7343 7979 46.00 CLEAN HARBORS INC 8271 10586 140.00 CORE & MAIN INC 6698 7127 5.00 ASM INTERNATIONAL NV 2004 2902 49.00 NICE LTD ADR 8891 8322 33.00 MANHATTAN ASSOCIATES INC 7408 8917 46.00 ENTEGRIS INC 5459 4556 59.00 KEYSIGHT TECHNOLOGIES INC 9431 9477 48.00 CDW CORP/DE 7677 8353 414.00 CCC INTELLIGENT SOLUTIONS 4824 4856 24.00 SBA COMMUNICATIONS CORP 5032 4891 23786.27 OW SMALL & MIDCAP STRAT FD 275037 380580 40.00 UTILITIES SELECT SECT SPDR 2901 3027 RETURN OF CAPITAL 65 DIFFERENCE BETWEEN FMV AND TAX BASIS OF DONATED STOCK 31287 MA PC FORM FEE 35 0 35 FEE CREDIT 3290 3290 3290 INVESTMENT DIVIDEND EXPENSE 1 1 0 FOREIGN TAX 160 65 0 ESTIMATED TAX 16000 0 0