D ANGELO FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- D ANGELO FOUNDATION (EIN 22-3555150)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349105311
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T13:19:18-06:00 | 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 | 223555150 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | D'ANGELO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DANG | BusinessNameControlTxt |
| Phone | 6095248600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 731 ALEXANDER ROAD BLDG 2 SUITE 5 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAXTON ALTERNATIVE MANAGEMENT LP | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6095248600 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CAXTON | PersonFirstNm |
| Person Last | ALTERNATIVE MANAGEME | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,196,512 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $750 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $60 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $60 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $217,467 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $217,467 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $48,094 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $798,966 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,094 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,312,290 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,312,290 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,578,661 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,577,911 | 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 |
| Legal Fees Rev And Expnss | $165 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,498 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $523 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,082 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,759 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,745 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,282 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,915,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,915,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,944,745 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,282 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,915,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,366,084 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,575,629 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,149,996 | CashBOYAmt |
| Cash EOY | $5,263,749 | CashEOYAmt |
| Cash EOYFMV | $5,263,749 | CashEOYFMVAmt |
| Corporate Bonds BOY | $2,140,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $17,105,003 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,932,763 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,932,763 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $23,394,999 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,196,512 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,196,512 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $775 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $775 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $775 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $775 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $23,394,224 | RetainedEarningBOYAmt |
| Retained Earning EOY | $22,195,737 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,394,224 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,195,737 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,394,999 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,196,512 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,394,224 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,366,084 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,167,597 | OtherIncreasesAmt |
| Subtotal | $22,195,737 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,195,737 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| LP INVESTMENTS LLC | P | $299 | $299 | $299 | ||
| LP INVESTMENTS LLC | P | $7,326 | $7,326 | $7,326 | ||
| CAXTON GLOBAL INVESTMENTS (USA) LLC | P | $4,045 | $4,045 | $4,045 | ||
| SVP INVESTMENT CORP | P | $39,248 | $9,248 | $9,248 | 2021-01-26 | $30,000 |
| PERSHING SQUARE TONTINE -A | P | $39,611 | $8,540 | $8,540 | 2021-06-04 | $31,071 |
| HUDSON EXECUTIVE INVEST CL A | P | $99,673 | $865 | $865 | 2021-06-08 | $98,808 |
| SCION TECH GROWTH I | P | $185,345 | $345 | $345 | 2021-06-09 | $185,000 |
| ARES ACQUISITION CORP | P | $4,848 | -$2 | -$2 | 2021-06-10 | $4,850 |
| SPARTAN ACQUISITION CORP II -A | P | $99,718 | -$260 | -$260 | 2021-06-28 | $99,978 |
| DRAGONEER GROWTH OPPORTUN-A | P | $99,762 | -$1,488 | -$1,488 | 2021-07-12 | $101,250 |
| NEXTGEN ACQUISITIONCORP-CLA | P | $19,129 | $24 | $24 | 2021-07-19 | $19,105 |
| REINVENT TECHNOLOGY-CLASS A | P | $99,451 | -$1,081 | -$1,081 | 2021-07-19 | $100,532 |
| NEXTGEN ACQUISITION CORP-CLA | P | $20,529 | $15 | $15 | 2021-07-20 | $20,514 |
| NEXTGEN ACQUISITION CORP-CLA | P | $12,169 | $7 | $7 | 2021-07-21 | $12,162 |
| NEXTGEN ACQUISITION CORP-CLA | P | $14,292 | $8 | $8 | 2021-07-22 | $14,284 |
| NEXTGEN ACQUISITION CORP-CLA | P | $33,135 | $3 | $3 | 2021-07-23 | $33,132 |
| TOAST INC CLASS A | P | $20,386 | $20,200 | $20,200 | 2021-11-19 | $186 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,094 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,901 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,901 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,901 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,638 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $22,638 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $737 | OverpaymentAmt |
| Applied To ES Tax | $737 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | 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 | ACCOUNTANT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6095248600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 731 ALEXANDER RD BLDG 2 SUITE 500 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARGARET A D'ANGELO | ||||||||
| 90 THIRD STREET | GARDEN CITY | NY | 11530 | DIRECTOR & PRESIDENT | 1.00 | $0 | $0 | $0 |
| PETER P D'ANGELO | ||||||||
| 90 THIRD STREET | GARDEN CITY | NY | 11530 | DIRECTOR, SECRETARY | 1.00 | $0 | $0 | $0 |
| PETER J D'ANGELO | ||||||||
| 382 UNION STREET | BROOKLYN | NY | 11231 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| LINDA D KUCZWAJ | ||||||||
| 40 ORCHARD DRIVE | EAST WILLISTON | NY | 11596 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,622,515 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $17,915,040 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,537,555 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,537,555 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $323,063 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,214,492 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,060,725 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,060,725 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,901 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,901 | TotalTaxAmt |
| Distributable Before Adj | $1,038,824 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,038,824 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,038,824 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,915,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,915,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,038,824 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,508,046 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $2,282,553 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,348,089 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,508,473 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,647,161 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,915,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,038,824 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,876,176 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,523,337 | 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 | $1,508,046 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,015,291 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,282,553 | ExcessFromYear3Amt |
| Excess From Year2 | $2,348,089 | ExcessFromYear2Amt |
| Excess From Year1 | $2,508,473 | ExcessFromYear1Amt |
| Excess From Current Year | $2,876,176 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARGARET A D'ANGELO | ContributingManagerNm |
| Contributing Manager | PETER P D'ANGELO | ContributingManagerNm |
| 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 | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMERICARES | |||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | HUMANITARIAN AID | $25,000 |
| BOSTON COLLEGE | |||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | EDUCATION | $10,000 |
| BRIDGEHAMPTON CHAMBER MUSIC FESTIVAL | |||||
| 850 SEVENTH AVENUE SUITE 700 | NEW YORK | NY | 10019 | GENERAL SUPPORT | $25,000 |
| CATHOLIC CHARITIES | |||||
| 90 CHERRY LANE | HICKSVILLE | NY | 11801 | PROVIDING HELP FOR PEOPLE IN NEED | $250,000 |
| CATHOLIC HEALTH SERVICES OF LONG ISLAND | |||||
| 992 NORTH VILLAGE AVENUE | ROCKVILLE CENTRE | NY | 11570 | GENERAL SUPPORT | $250,000 |
| COVENANT HOUSE | |||||
| 5 PENN PLAZA | NEW YORK | NY | 10001 | CHILDREN SOCIAL SERVICES | $25,000 |
| HABITAT FOR HUMANITY - NYC | |||||
| 111 JOHN STREET 23RD FLOOR | NEW YORK | NY | 10038 | GENERAL SUPPORT | $125,000 |
| HOSPITAL FOR SPECIAL SURGERY | |||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | MEDICAL RESEARCH, EDUCATION & PATIENT CARE | $25,000 |
| INNER-CITY SCHOLARSHIP FUND | |||||
| 1011 FIRST AVENUE SUITE 1400 | NEW YORK | NY | 10022 | EDUCATION | $25,000 |
| INTERFAITH NUTRITION NETWORK | |||||
| 211 FULTON AVENUE | HEMPSTEAD | NY | 11550 | GENERAL SUPPORT | $100,000 |
| ISLAND HARVEST | |||||
| 15 GRUMMAN ROAD WEST SUITE 1450 | BETHPAGE | NY | 11714 | GENERAL SUPPORT | $10,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | MEDICAL RESEARCH | $15,000 |
| PROVIDENCE HOUSE | |||||
| 703 LEXINGTON AVENUE | BROOKLYN | NY | 11221 | PROVIDING HOUSING FOR WOMEN & CHILDREN | $25,000 |
| QUEEN COLLEGE FOUNDATION | |||||
| 65-30 KISSENA BOULEVARD | QUEENS | NY | 11367 | EDUCATION | $50,000 |
| ROBIN HOOD FOUNDATION | |||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | ECONOMIC ASSISTANCE FOR THE POOR | $50,000 |
| SACRED HEART ACADEMY | |||||
| 47 CATHEDRAL AVENUE | HEMPSTEAD | NY | 11550 | EDUCATION | $55,000 |
| SOUTHHAMPTON HOSPITAL FOUNDATION | |||||
| 240 MEETING HOUSE LANE | SOUTHHAMPTON | NY | 11968 | GENERAL SUPPORT | $25,000 |
| ST FRANCIS HOSPITAL FOUNDATION | |||||
| 100 PORT WASHINGTON BLVD | ROSLYN | NY | 115761348 | SUPPORT CANCER INSTITUTE | $50,000 |
| ST ANNE'S SCHOOL | |||||
| 25 DARTMOUTH STREET | GARDEN CITY | NY | 11530 | EDUCATION | $25,000 |
| ST JOHN'S UNIVERSITY | |||||
| 8000 UTOPIA PARKWAY | JAMAICA | NY | 11439 | EDUCATION | $2,600,000 |
| YALE UNIVERSITY | |||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | EDUCATION | $10,000 |
| NYU LANGONE HOSPITAL | |||||
| ONE PARK AVENUE 3RD FLOOR | NEW YORK | NY | 10016 | MEDICAL RESEARCH, EDUCATION & PATIENT CARE | $20,000 |
| VINCENT'S HOMES INC | |||||
| 475 E CHELTEN AVE | PHILADELPHIA | PA | 19144 | PROVIDING HOUSING FOR PEOPLE IN NEED | $120,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,915,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $217,467 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,312,290 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $48,094 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,577,911 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,577,911 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS OFFSHORE PARTNERSHIP INVESTMENTS | FMV | $14,856,564 | $14,856,564 |
| INVESTMENTS IN PARTNERSHIPS | FMV | $1,086,690 | $1,086,690 |
| INVESTMENTS IN SPACS | AT COST | $989,509 | $989,509 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $165 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CAXTON GLOBAL INVESTMENTS (USA | $6 | $6 | $0 |
| LP INVESTMENTS | $1,753 | $1,753 | $0 |
| OTHER EXPENSES | $3,323 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MILLENIUM LTD | $895,919 | $895,919 | $895,919 |
| SELECT OPPORTUNITIES | $246,922 | $246,922 | $246,922 |
| SOROBAN | $112,288 | $112,288 | $112,288 |
| EAST BRIDGE CAPITAL | $57,161 | $57,161 | $57,161 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $1,167,597 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $523 | $523 | $0 |
| FEDERAL TAX | $23,200 | $0 | $0 |
| OTHER TAX | $775 | $0 | $0 |
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