ANGEL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ANGEL FOUNDATION (EIN 20-4591909)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-09
- IRS object ID
- 202221299349100127
- Schema version
- 2021v4.2
- 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
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-09T08:38:23-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | 2022-05-06 | 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| PF Status Term Sect507b1 A | Yes (X) | PFStatusTermSect507b1AInd |
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,471,587 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $53,945 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,945 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $693,598 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,002,724 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $693,598 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,767 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,767 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $752,310 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $752,310 | 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 | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,057 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $40 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,058 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,498,535 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,498,535 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,505,593 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,501,535 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$753,283 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $752,269 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $113,037 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $151,604 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $151,604 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,476,671 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,684,806 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,319,983 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,589,708 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,836,410 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,471,587 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,589,708 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,836,410 | 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 | $3,589,708 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,836,410 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,589,708 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,836,410 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,589,708 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$753,283 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,836,425 | SubtotalAmt |
| Other Decreases | $15 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,836,410 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,872,742 | $1,309,126 | $563,616 | $563,616 |
| CAPITAL GAINS DIVIDENDS | P | $129,982 | $129,982 | $129,982 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $693,598 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,457 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,457 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,457 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,066 | 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 | $6,066 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,391 | 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 | $4,665,430 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,034 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,715,464 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,715,464 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,732 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,644,732 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $232,237 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $232,237 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,457 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,457 | TotalTaxAmt |
| Distributable Before Adj | $221,780 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $221,780 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $221,780 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,501,535 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,501,535 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $221,780 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,296,937 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,342,310 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,136,313 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,633,955 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,100,337 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,509,852 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,501,535 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $221,780 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,279,755 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,789,607 | 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 | $3,296,937 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,492,670 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,342,310 | ExcessFromYear4Amt |
| Excess From Year3 | $1,136,313 | ExcessFromYear3Amt |
| Excess From Year2 | $1,633,955 | ExcessFromYear2Amt |
| Excess From Year1 | $2,100,337 | ExcessFromYear1Amt |
| Excess From Current Year | $1,279,755 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ATLANTIC WHITE SHARK CONSERVANCY | ||||||
| 235 ORLEANS RD | CHATHAM | MA | 02650 | PUBLIC CHARITY | OPERATIONAL | $2,500 |
| CENTER FOR MAINE CONTEMPORARY ART | ||||||
| 21 WINTER ST | ROCKLAND | ME | 04841 | PUBLIC CHARITY | OPERATIONAL | $5,000 |
| 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 | $17,500 |
| HARVARD COLLEGE | ||||||
| 12 OXFORD STREET | CAMBRIDGE | MA | 02138 | PUBLIC CHARITY | EDUCATIONAL | $5,000 |
| ISABELLA STEWART GARDNER MUSEUM | ||||||
| 25 EVANS WAY | BOSTON | MA | 02115 | PUBLIC CHARITY | OPERATIONAL | $390,000 |
| MISS PORTER'S SCHOOL | ||||||
| 60 MAIN STREET | FARMINGTON | CT | 06032 | PUBLIC CHARITY | EDUCATIONAL | $5,000 |
| NEW ENGLAND AQUARIUM | ||||||
| 1 CENTRAL WHARF | BOSTON | MA | 02110 | PUBLIC CHARITY | OPERATIONAL | $874,000 |
| NEWTON WELLESLEY HOSPITAL | ||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | PUBLIC CHARITY | OPERATIONAL | $2,500 |
| PANGEASEED FOUNDATION | ||||||
| 15-875 LEMIWAI ROAD | KEAAU | HI | 96749 | PUBLIC CHARITY | OPERATIONAL | $125,000 |
| 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 |
| 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 |
| WILY NETWORK | ||||||
| 16 WARREN STREET | DEDHAM | MA | 02026 | PUBLIC CHARITY | OPERATIONAL | $1,500 |
| WORLD CONNECT INC | ||||||
| 209 CONOVER STREET | BROOKLYN | NY | 11231 | PUBLIC CHARITY | OPERATIONAL | $10,000 |
| INNOVATION NETWORK FOR COMMUNITIES | ||||||
| 156 GROVER LANE | TAMWORTH | NH | 03886 | PUBLIC CHARITY | OPERATIONAL | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,498,500 | 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 | $53,945 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $4,767 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $693,598 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $752,310 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $752,310 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FINANCIAL SERVICES FEE | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,000 | 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 (81 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2.00 MERCADOLIBRE INC | $3,100 | $2,696 |
| 90.00 HILTON WORLDWIDE HOLDINGS | $9,140 | $14,039 |
| 85.00 ROSS STORES INC | $8,131 | $9,713 |
| 125.00 NIKE INC CL B | $8,555 | $20,833 |
| 10.00 AMAZON.COM INC | $8,495 | $33,343 |
| 18.00 HOME DEPOT | $2,656 | $7,470 |
| 15.00 LVMH MOET HENNESSY VUITTON | $6,145 | $12,351 |
| 80.00 APTIV PLC | $12,177 | $13,196 |
| 90.00 PEPSICO INC | $9,913 | $15,633 |
| 26144.88 OW CREDIT INCOME FUND | $261,466 | $263,801 |
| 200.00 CONOCOPHILLIPS | $9,046 | $14,436 |
| 35.00 PIONEER NATURAL RESOURCES | $5,916 | $6,365 |
| 20.00 AON PLC | $4,280 | $6,011 |
| 14.00 MSCI INC | $5,931 | $8,577 |
| 140.00 BLACKSTONE INC | $7,516 | $18,114 |
| 155.00 CITIGROUP INC | $8,043 | $9,360 |
| 85.00 JPMORGAN CHASE & CO | $13,011 | $13,459 |
| 215.00 SCHWAB CHARLES CORP NEW | $10,935 | $18,081 |
| 26.00 S&P GLOBAL INC. | $7,885 | $12,270 |
| 530.00 BANK OF AMERICA CORP | $14,762 | $23,579 |
| 70.00 ZOETIS INC | $4,466 | $17,082 |
| 24.00 THERMO FISHER SCIENTIFIC | $3,822 | $16,013 |
| 60.00 CATALENT INC | $6,343 | $7,681 |
| 90.00 IQVIA HOLDINGS INC | $12,947 | $25,392 |
| 50.00 DANAHER CORP | $4,160 | $16,450 |
| 40.00 UNITEDHEALTH GROUP INC | $10,061 | $20,085 |
| 30.00 NORTHROP GRUMMAN CORP | $10,845 | $11,612 |
| 20.00 CINTAS CORP | $3,237 | $8,863 |
| 54.00 UNION PACIFIC CORP | $8,324 | $13,604 |
| 85.00 EATON CORP PLC | $12,107 | $14,689 |
| 70.00 SAFRAN SA | $8,803 | $8,535 |
| 16.00 ASML HOLDING | $7,277 | $12,806 |
| 135.00 AMPHENOL CORP | $6,046 | $11,807 |
| 20.00 NVIDIA CORP | $5,778 | $5,882 |
| 290.00 APPLE INC | $12,873 | $51,495 |
| 125.00 VISA INC | $13,238 | $27,088 |
| 13.00 SERVICENOW INC | $2,249 | $8,438 |
| 21.00 ADOBE INC | $10,599 | $11,908 |
| 105.00 TEXAS INSTRUMENTS INC | $10,061 | $19,789 |
| 195.00 MICROSOFT CORP | $12,507 | $65,582 |
| 85724.22 OW LARGE CAP STRATEGIES FD | $633,897 | $1,615,044 |
| 28.00 AIR PRODUCTS & CHEMICALS | $6,531 | $8,519 |
| 65.00 VULCAN MATERIALS | $11,975 | $13,492 |
| 64.00 AMERICAN TOWER CORP | $13,302 | $18,720 |
| 40.00 AMERICAN WATER WORKS CO | $3,107 | $7,554 |
| 85.00 AMEREN CORP | $5,551 | $7,565 |
| 51.00 MATCH GROUP INC | $4,754 | $6,744 |
| 25.00 EXPEDIA GROUP INC | $4,142 | $4,518 |
| 185.00 DOLLARAMA INC | $5,728 | $9,252 |
| 35.00 ADVANCE AUTO PARTS | $3,334 | $8,395 |
| 22.00 BURLINGTON STORES INC | $3,614 | $6,413 |
| 50.00 WYNDHAM HOTELS & RESORTS | $2,173 | $4,482 |
| 10.00 DOMINOS PIZZA | $3,881 | $5,643 |
| 235.00 US FOODS HOLDING CORP | $6,904 | $8,185 |
| 40.00 NASDAQ INC. | $3,586 | $8,400 |
| 17.00 TELEFLEX INC | $4,627 | $5,584 |
| 17.00 LAB CORP OF AMER HLDGS NEW | $2,289 | $5,341 |
| 22.00 COOPER COS INC | $5,294 | $9,216 |
| 30.00 STERIS PLC | $2,639 | $7,302 |
| 35.00 LINCOLN ELEC HLDG | $4,575 | $4,881 |
| 29.00 EQUIFAX INC | $3,733 | $8,490 |
| 20.00 HEICO CORPORATION | $2,740 | $2,884 |
| 55.00 SMITH A O CORP | $2,076 | $4,721 |
| 35.00 DOVER CORP | $2,480 | $6,356 |
| 95.00 IAA INC | $3,212 | $4,808 |
| 25.00 CARLISLE COS | $4,867 | $6,203 |
| 10.00 PAYCOM SOFTWARE INC | $3,300 | $4,151 |
| 70.00 SS&C TECHNOLOGIES HOLDINGS | $4,235 | $5,738 |
| 40.00 CDW CORP/DE | $4,288 | $8,191 |
| 35.00 ASPEN TECHNOLOGY | $4,542 | $5,327 |
| 20.00 NICE LTD ADR | $2,672 | $6,072 |
| 21.00 SYNOPSYS INC | $2,472 | $7,738 |
| 12.00 ANSYS INC | $1,385 | $4,813 |
| 30.00 WEX INC | $3,940 | $4,211 |
| 30.00 JONES LANG LASALLE INC COM | $5,538 | $8,080 |
| 29900.02 OW SMALL & MIDCAP STRAT FD | $370,006 | $539,695 |
| 17.00 ALPHABET INC CLASS C | $14,121 | $49,191 |
| 13.00 CHARTER COMMUNICATIONS INC | $5,997 | $8,475 |
| 25.00 SEA LTD ADR | $1,113 | $5,592 |
| 90.00 META PLATFORMS INC | $13,519 | $30,271 |
| 83759.98 OW FIXED INCOME FUND | $913,821 | $935,598 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CTF ADJUSTMENT | Desc |
| Amt | $15 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEE CREDIT | Desc |
| Revenue And Expenses Per Books | $4,767 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,767 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,767 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT DIVIDEND EXPENSE | CategoryTxt |
| Amt | $1 | Amt |
| Net Investment Income | $1 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $157 | $40 | $0 |
| ESTIMATED TAX | $3,900 | $0 | $0 |
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