ANGEL FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: ANGEL FOUNDATION (EIN 20-4591909)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-05-10
IRS object ID: 202341309349104209
Schema version: 2022v5.0
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
Form 990-PF
Schedule B
Accounting Fees Schedule
Distribution From Corpus Election
Investments Corp Stock Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-05-10T14:59:39-05:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	204591909	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ANGEL FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ANGE	BusinessNameControlTxt
Phone	5165089623	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	BESSEMER TR1271 AVE OF THE AMERICA	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10020	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARIANNA KOPACH	PersonNm
Person Title	CORPORATE TRUSTEE	PersonTitleTxt
Phone	5465089648	PhoneNum
Signature	2023-05-10	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MARIANNA	PersonFirstNm
Person Last	KOPACH	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
PF Status Term Sect507b1 A	Yes (X)	PFStatusTermSect507b1AInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,798,008	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$1,002,812	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$36,284	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$36,284	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$272,314	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$2,890,957	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$998,393	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$3,064	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$3,064	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$1,314,474	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,037,741	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$3,300	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$3,300	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$15,346	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$58	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$35	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$35	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$18,681	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$58	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$3,335	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,835,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,835,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,854,181	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$58	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,838,835	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$539,707	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,037,683	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$151,604	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$55,581	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$55,581	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$2,684,806	CorporateStockBOYAmt
Corporate Stock EOY	$2,240,895	CorporateStockEOYAmt
Corporate Stock EOYFMV	$2,742,427	CorporateStockEOYFMVAmt
Total Assets BOY	$2,836,410	TotalAssetsBOYAmt
Total Assets EOY	$2,296,476	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,798,008	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$2,836,410	CapitalStockBOYAmt
Capital Stock EOY	$2,296,476	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$0	RetainedEarningBOYAmt
Retained Earning EOY	$0	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$2,836,410	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,296,476	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$2,836,410	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,296,476	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$2,836,410	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$539,707	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$2,296,703	SubtotalAmt
Other Decreases	$227	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$2,296,476	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES	P	$1,926,372	$1,615,831	$310,541	$310,541
PUBLICLY TRADED SECURITIES	D	$964,582	$276,733	$687,849	$687,849
CAPITAL GAINS DIVIDENDS	P	$3		$3	$3

Field	Value	IRS element (for citing)
Capital Gain Net Income	$998,393	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$14,424	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$14,424	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$14,424	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$10,800	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$10,800	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Tax Due	$3,624	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	MA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	BESSEMER TRUST COMPANY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5165089623	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1271 AVENUE OF THE AMERICAS	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10020	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	BESSEMER TRUST COMPANY NA	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1271 AVENUE OF THE AMERICAS	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10020	ZIPCd

Field	Value	IRS element (for citing)
Title	TRUSTEE	TitleTxt
Average Hrs Per Wk Devoted To Pos	5.00	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt
Employee Benefit Program	$0	EmployeeBenefitProgramAmt
Expense Account Other Allwnc	$0	ExpenseAccountOtherAllwncAmt

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$2,917,707	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$41,891	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,959,598	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,959,598	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$44,394	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,915,204	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$145,760	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$145,760	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$14,424	TaxBasedOnInvestmentIncomeAmt
Total Tax	$14,424	TotalTaxAmt
Distributable Before Adj	$131,336	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$131,336	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$131,336	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,838,835	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,838,835	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$131,336	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$1,342,310	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$1,136,313	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$1,633,955	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$2,100,337	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$1,279,755	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$7,492,670	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,838,835	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$131,336	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,707,499	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$9,200,169	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$1,342,310	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$7,857,859	ExcessDistriCyovToNextYrAmt
Excess From Year4	$1,136,313	ExcessFromYear4Amt
Excess From Year3	$1,633,955	ExcessFromYear3Amt
Excess From Year2	$2,100,337	ExcessFromYear2Amt
Excess From Year1	$1,279,755	ExcessFromYear1Amt
Excess From Current Year	$1,707,499	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ARTISTS FOR HUMANITY
100 W 2ND ST	BOSTON	MA	02127	PUBLIC CHARITY	OPERATIONAL	$15,000
ATLANTIC WHITE SHARK CONSERVANCY
235 ORLEANS RD	CHATHAM	MA	02650	PUBLIC CHARITY	OPERATIONAL	$2,500
CONSERVATION LAW FOUNDATION
62 SUMMER STREET	BOSTON	MA	02110	PUBLIC CHARITY	OPERATIONAL	$15,000
DEDHAM COUNTRY DAY SCHOOL
90 SANDY VALLEY RD	DEDHAM	MA	02029	PUBLIC CHARITY	EDUCATIONAL	$12,500
HARVARD COLLEGE
12 OXFORD STREET	CAMBRIDGE	MA	02138	PUBLIC CHARITY	EDUCATIONAL	$5,000
HURRICANE ISLAND FOUNDATION
PO BOX 1280	ROCKLAND	ME	04841	PUBLIC CHARITY	OPERATIONAL	$45,000
ISABELLA STEWART GARDNER MUSEUM
25 EVANS WAY	BOSTON	MA	02115	PUBLIC CHARITY	OPERATIONAL	$424,000
MISS PORTER'S SCHOOL
60 MAIN STREET	FARMINGTON	CT	06032	PUBLIC CHARITY	EDUCATIONAL	$7,500
NEIGHBORHOOD HOUSE CHARTER SCHOOL
21 QUEEN STREET	DORCHESTER	MA	02122	PUBLIC CHARITY	EDUCATIONAL	$400,000
NEW ENGLAND AQUARIUM
1 CENTRAL WHARF	BOSTON	MA	02110	PUBLIC CHARITY	OPERATIONAL	$510,000
NEWTON WELLESLEY HOSPITAL
2014 WASHINGTON STREET	NEWTON	MA	02462	PUBLIC CHARITY	OPERATIONAL	$2,500
NORTH HAVEN SUSTAINABLE HOUSING
PO BOX 373	NORTH HAVEN	ME	04032	PUBLIC CHARITY	OPERATIONAL	$40,000
RADCLIFFE INSTITUTE
10 GARDEN STREET	CAMBRIDGE	MA	02138	PUBLIC CHARITY	EDUCATIONAL	$5,000
THE NORTH HAVEN FOUNDATION
PO BOX 664	ROCKLAND	ME	04841	PUBLIC CHARITY	EDUCATIONAL	$10,000
THE WILY NETWORK
56 LINDEN ST	NEEDHAM	MA	02492	PUBLIC CHARITY	OPERATIONAL	$1,000
UNIVERSITY OF DENVER
2190 EAST ASBURY AVENUE	DENVER	CO	80208	PUBLIC CHARITY	EDUCATIONAL	$25,000
WATERMAN'S COMMUNITY CENTER
12 MAIN STREET	NORTH HAVEN	ME	04853	PUBLIC CHARITY	OPERATIONAL	$3,500
WBUR DEVELOPMENT
PO BOX 15716	BOSTON	MA	02215	PUBLIC CHARITY	OPERATIONAL	$2,000
NORTH HAVEN COMMUNITY SCHOOL
93 PULPIT HARBOR ROAD	NORTH HAVEN	ME	04853	PUBLIC CHARITY	EDUCATIONAL	$15,000
SAFE WATER NETWORK
122 EAST 42ND STREET	NEW YORK	NY	10168	PUBLIC CHARITY	OPERATIONAL	$10,000
PRESIDENT & FELLOWS OF HARVARD
1033 MASS AVENUE	CAMBRIDGE	MA	02138	PUBLIC CHARITY	EDUCATIONAL	$250,000
VERO BEACH MUSEUM OF ART
3001 RIVERSIDE PARK DR	VERO BEACH	FL	32963	PUBLIC CHARITY	OPERATIONAL	$25,000
NORTH HAVEN LIBRARY
PO BOX 486	NORTH HAVEN	ME	04853	PUBLIC CHARITY	OPERATIONAL	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,835,500	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$36,284	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	01	ExclusionCd
Exclusion	$3,064	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$272,314	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$311,662	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$311,662	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	EDWARD T ANDERSON	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	C/O BESSEMER TR-1271 AVENUE OF AMER	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11530	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$1,002,812	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	6760 SHARES OF APPLE INC	NoncashPropertyDesc
Fair Market Value	$1,002,812	FairMarketValueAmt
Received	2022-12-05	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	FINANCIAL SERVICES FEE	CategoryTxt
Amt	$3,300	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$3,300	DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

Field	Value	IRS element (for citing)
Election	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): ______________________________	ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (93 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
210.00 ALPHABET INC CLASS C	$14,526	$18,633
30.00 META PLATFORMS INC	$4,284	$3,610
65.00 TAKE-2 INTERACTIVE	$7,922	$6,768
140.00 AMAZON.COM INC	$7,832	$11,760
480.00 ANTA SPORTS PRODUCTS LTD	$6,300	$6,295
50.00 HILTON WORLDWIDE HOLDINGS	$5,406	$6,318
10.00 LVMH MOET HENNESSY VUITTON	$4,096	$7,251
25.00 DOLLAR GENERAL CORP	$6,460	$6,156
35.00 APTIV PLC	$4,513	$3,259
5.00 MERCADOLIBRE INC	$6,475	$4,231
6.00 COSTCO WHSL CORP NEW	$2,899	$2,739
50.00 CONSUMER STAPLES INDEX FD	$3,875	$3,727
55.00 PEPSICO INC	$7,155	$9,936
50.00 WALMART INC	$7,692	$7,089
20448.51 OW CREDIT INCOME FUND	$193,497	$164,610
100.00 CONOCOPHILLIPS	$6,176	$11,800
180.00 SCHLUMBERGER LTD	$9,348	$9,622
25.00 PIONEER NATURAL RESOURCES	$4,264	$5,709
25.00 S&P GLOBAL INC.	$6,879	$8,373
395.00 BANK OF AMERICA CORP	$11,146	$13,082
45.00 BLACKSTONE INC	$2,704	$3,338
20.00 AON PLC	$4,988	$6,002
17.00 BROOKFIELD ASSET MGMT	$702	$487
70.00 BROOKFIELD ASSET MANAGEMEN	$3,147	$2,202
110.00 SCHWAB CHARLES CORP NEW	$6,471	$9,158
80.00 JPMORGAN CHASE & CO	$11,109	$10,728
44.00 IQVIA HOLDINGS INC	$6,928	$9,015
44.00 HEALTH CARE SELECT SPDR	$6,089	$5,977
16.00 THERMO FISHER SCIENTIFIC	$4,578	$8,811
30.00 UNITEDHEALTH GROUP INC	$10,420	$15,905
30.00 DANAHER CORP	$4,372	$7,962
50.00 ZOETIS INC	$4,511	$7,327
45.00 AMERISOURCE BERGEN CORP	$7,567	$7,456
24.00 UNION PACIFIC CORP	$4,076	$4,969
50.00 CANADIAN PACIFIC RAILWAY L	$3,687	$3,728
60.00 TRANSUNION	$3,514	$3,405
205.00 HOWMET AEROSPACE INC	$7,484	$8,079
16.00 NORTHROP GRUMMAN CORP	$6,645	$8,729
40.00 EATON CORP PLC	$5,824	$6,278
145.00 COPART INC	$8,381	$8,829
35.00 NVIDIA CORP	$7,892	$5,114
34.00 MOTOROLA SOLUTIONS INC	$8,566	$8,762
75.00 AMPHENOL CORP	$3,849	$5,710
8.00 SERVICENOW INC	$1,384	$3,106
200.00 APPLE INC	$13,453	$25,986
11.00 ASML HOLDING	$4,933	$5,910
95.00 VISA INC	$12,018	$19,737
140.00 MICROSOFT CORP	$17,221	$33,574
50.00 TEXAS INSTRUMENTS INC	$5,991	$8,261
80.00 ORACLE CORP	$6,373	$6,539
71667.82 OW LARGE CAP STRATEGIES FD	$650,697	$1,044,916
60.00 VULCAN MATERIALS	$10,883	$10,506
12.00 S&P 500 DEP RCPTS	$4,812	$4,589
105.00 ISHARES CHINA LRGE-CAP ETF	$3,914	$2,971
65.00 PROLOGIS INC	$8,469	$7,327
34.00 AMERICAN TOWER CORP	$5,970	$7,203
105.00 AMEREN CORP	$8,003	$9,336
60.00 NEXTERA ENERGY INC	$4,823	$5,016
7.00 DOMINOS PIZZA	$2,605	$2,424
260.00 LI NING CO LTD	$2,273	$2,258
95.00 DOLLARAMA INC	$3,592	$5,557
21.00 BURLINGTON STORES INC	$3,243	$4,257
10.00 ADVANCE AUTO PARTS	$952	$1,470
40.00 EXPEDIA GROUP INC	$5,291	$3,504
160.00 US FOODS HOLDING CORP	$4,465	$5,443
55.00 BJ'S WHOLESALE CLUB HOLDIN	$3,508	$3,638
52.00 CHAMPIONX CORP	$1,526	$1,507
28.00 TRADEWEB MARKETS INC	$1,835	$1,818
73.00 NASDAQ INC.	$2,535	$4,478
17.00 COOPER COS INC	$4,202	$5,621
23.00 STERIS PLC	$2,782	$4,247
15.00 TELEFLEX INC	$3,811	$3,744
8.00 LAB CORP OF AMER HLDGS NEW	$1,075	$1,883
127.00 AVANTOR INC	$3,365	$2,678
57.00 SMITH A O CORP	$2,835	$3,262
24.00 EQUIFAX INC	$3,302	$4,664
21.00 CARLISLE COS	$4,345	$4,948
10.00 SAIA INC COM	$2,188	$2,096
35.00 LINCOLN ELEC HLDG	$4,678	$5,057
115.00 IAA INC	$3,942	$4,600
54.00 WILLSCOT MOBILE MINI HOLDI	$2,519	$2,439
10.00 HEICO CORPORATION	$1,370	$1,536
9.00 SYNOPSYS INC	$992	$2,873
5.00 ASPEN TECHNOLOGY INC	$913	$1,027
19.00 KEYSIGHT TECHNOLOGIES INC	$3,060	$3,250
25.00 CDW CORP/DE	$3,326	$4,464
8.00 ASM INTERNATIONAL NV	$2,430	$2,010
8.00 PAYCOM SOFTWARE INC	$2,602	$2,482
20.00 NICE LTD ADR	$3,269	$3,846
20.00 WEX INC	$2,589	$3,273
13.00 JONES LANG LASALLE INC COM	$2,261	$2,071
25977.46 OW SMALL & MIDCAP STRAT FD	$286,074	$361,346
60691.98 OW FIXED INCOME FUND	$647,947	$608,740

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	RETURN OF CAPITAL	Desc
Amt	$227	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	MA PC FORM FEE	Desc
Revenue And Expenses Per Books	$35	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$35	DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	FEE CREDIT	Desc
Revenue And Expenses Per Books	$3,064	RevenueAndExpensesPerBooksAmt
Net Investment Income	$3,064	NetInvestmentIncomeAmt
Adjusted Net Income	$3,064	AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX	$155	$58	$0
EXCISE TAX	$4,391	$0	$0
ESTIMATED TAX	$10,800	$0	$0

ANGEL FOUNDATION: Form 990PF, tax year 2022

Return header ReturnHeader

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

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Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

US Address USAddress

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Other Investment Income OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor Business Name ContributorBusinessName

Contributor US Address ContributorUSAddress

Non Cash Property Contribution NonCashPropertyContributionGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Distribution From Corpus Election DistributionFromCorpusElection

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (93 entries)

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

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