ANGEL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ANGEL FOUNDATION (EIN 20-4591909)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-06
- IRS object ID
- 202101269349102210
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-06T11:40:03-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 TRUST 630 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIANNA KOPACH | PersonNm |
| Person Title | CORPORATE TRUSTEE | PersonTitleTxt |
| Phone | 5465089648 | PhoneNum |
| Signature | 2021-05-06 | 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 | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,410,344 | 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 | $52,550 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,216 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $461,108 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,038,620 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $461,108 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,129 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,129 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $517,787 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $517,453 | 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 | $4 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,077 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $70 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,151 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,070 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,370,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,370,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,383,151 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,373,070 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,865,364 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $517,429 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $349,725 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $113,037 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $113,037 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $594 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $3,336,894 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,476,671 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,297,307 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,767,960 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,455,173 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,589,708 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,410,344 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,455,173 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,589,708 | 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 | $5,455,173 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,589,708 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,455,173 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,589,708 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,455,173 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,865,364 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,589,809 | SubtotalAmt |
| Other Decreases | $101 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,589,708 | 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 | $2,974,935 | $2,577,512 | $397,423 | $397,423 |
| CAPITAL GAINS DIVIDENDS | P | $63,685 | $63,685 | $63,685 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $461,108 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,192 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,192 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,192 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,358 | 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 | $9,358 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,166 | OverpaymentAmt |
| Applied To ES Tax | $2,166 | 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 | 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 | 630 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10111 | 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 | 630 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10111 | 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 | $5,595,046 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $88,719 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,683,765 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,683,765 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $85,256 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,598,509 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $279,925 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $279,925 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,192 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,192 | TotalTaxAmt |
| Distributable Before Adj | $272,733 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $272,733 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $272,733 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,373,070 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,373,070 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,373,070 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $272,733 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,111,951 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,296,937 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,342,310 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,136,313 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,633,955 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,521,466 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,373,070 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $272,733 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,100,337 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,621,803 | 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 | $2,111,951 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,509,852 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,296,937 | ExcessFromYear4Amt |
| Excess From Year3 | $1,342,310 | ExcessFromYear3Amt |
| Excess From Year2 | $1,136,313 | ExcessFromYear2Amt |
| Excess From Year1 | $1,633,955 | ExcessFromYear1Amt |
| Excess From Current Year | $2,100,337 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 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 | $33,000 |
| ATLANTIC WHITE SHARK CONSERVANCY | ||||||
| 235 ORLEANS RD | CHATHAM | MA | 02650 | PUBLIC CHARITY | OPERATIONAL | $2,500 |
| CAPE ELEUTHERA FOUNDATION INC | ||||||
| PO BOX 5910 | PRINCETON | NJ | 08543 | PUBLIC CHARITY | OPERATIONAL | $160,000 |
| 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 | $10,000 |
| DEDHAM COUNTRY DAY SCHOOL | ||||||
| 90 SANDY VALLEY RD | DEDHAM | MA | 02029 | PUBLIC CHARITY | EDUCATIONAL | $2,500 |
| ISABELLA STEWART GARDNER MUSEUM | ||||||
| 25 EVANS WAY | BOSTON | MA | 02115 | PUBLIC CHARITY | OPERATIONAL | $370,000 |
| MISS PORTER'S SCHOOL | ||||||
| 60 MAIN STREET | FARMINGTON | CT | 06032 | PUBLIC CHARITY | EDUCATIONAL | $5,000 |
| NEIGHBORHOOD HOUSE CHARTER SCHOOL | ||||||
| 21 QUEEN STREET | DORCHESTER | MA | 02122 | PUBLIC CHARITY | EDUCATIONAL | $600,000 |
| NEW ENGLAND AQUARIUM | ||||||
| 1 CENTRAL WHARF | BOSTON | MA | 02110 | PUBLIC CHARITY | OPERATIONAL | $838,000 |
| 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 | $20,000 |
| PANGEA SEED | ||||||
| PO BOX 22604 | HONOLULU | HI | 96823 | PUBLIC CHARITY | OPERATIONAL | $13,000 |
| RADCLIFFE INSTITUTE | ||||||
| 10 GARDEN STREET | CAMBRIDGE | MA | 02138 | PUBLIC CHARITY | EDUCATIONAL | $10,000 |
| THE NORTH HAVEN FOUNDATION | ||||||
| PO BOX 664 | ROCKLAND | ME | 04841 | PUBLIC CHARITY | EDUCATIONAL | $10,000 |
| WBUR DEVELOPMENT | ||||||
| PO BOX 15716 | BOSTON | MA | 02215 | PUBLIC CHARITY | OPERATIONAL | $2,000 |
| ROMANIAN CHILDREN'S RELIEF | ||||||
| 1627 BEACH PKWY | CAPE CORAL | FL | 33904 | PUBLIC CHARITY | OPERATIONAL | $5,000 |
| UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER | ||||||
| PO BOX 4486 | HOUSTON | TX | 77210 | PUBLIC CHARITY | OPERATIONAL | $250,000 |
| WILY NETWORK | ||||||
| 16 WARREN STREET | DEDHAM | MA | 02026 | PUBLIC CHARITY | OPERATIONAL | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,340,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,550 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $4,129 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $461,108 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $517,787 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $517,787 | 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 (79 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 119428.84 OW FIXED INCOME FUND | $1,309,375 | $1,385,374 |
| 135.00 FACEBOOK INC-A | $21,755 | $36,876 |
| 40.00 CHARTER COMMUNICATIONS INC | $19,437 | $26,462 |
| 27.00 ALPHABET INC CLASS C | $25,411 | $47,300 |
| 70.00 SEA LTD ADR | $3,118 | $13,933 |
| 240.00 TENCENT HOLDINGS LTD | $10,600 | $17,453 |
| 60.00 ALIBABA GROUP HOLDINGS LTD | $7,088 | $13,963 |
| 185.00 NIKE INC CL B | $13,171 | $26,171 |
| 20.00 LVMH MOET HENNESSY VUITTON | $8,417 | $12,538 |
| 15.00 AMAZON.COM INC | $12,742 | $48,853 |
| 125.00 HILTON WORLDWIDE HOLDINGS | $13,035 | $13,907 |
| 125.00 ROSS STORES INC | $12,156 | $15,351 |
| 35.00 HOME DEPOT | $5,647 | $9,296 |
| 135.00 PEPSICO INC | $14,980 | $20,020 |
| 30013.32 OW CREDIT INCOME FUND | $300,186 | $306,435 |
| 50.00 PIONEER NATURAL RESOURCES | $8,730 | $5,694 |
| 295.00 CONOCOPHILLIPS | $13,626 | $11,797 |
| 15.00 BLACKROCK INC | $8,083 | $10,823 |
| 40.00 AON PLC | $8,389 | $8,450 |
| 280.00 BLACKSTONE GROUP INC | $16,043 | $18,146 |
| 65.00 CHUBB LIMITED | $9,046 | $10,004 |
| 25.00 S&P GLOBAL INC. | $6,415 | $8,218 |
| 180.00 SCHWAB CHARLES CORP NEW | $8,873 | $9,547 |
| 230.00 CITIGROUP INC | $12,635 | $14,181 |
| 770.00 BANK OF AMERICA CORP | $21,838 | $23,338 |
| 145.00 IQVIA HOLDINGS INC | $20,899 | $25,979 |
| 49.00 THERMO FISHER SCIENTIFIC | $8,416 | $22,823 |
| 60.00 UNITEDHEALTH GROUP INC | $15,335 | $21,040 |
| 105.00 ZOETIS INC | $7,221 | $17,377 |
| 100.00 DANAHER CORP | $9,126 | $22,214 |
| 35.00 CINTAS CORP | $5,665 | $12,371 |
| 175.00 FORTIVE CO | $8,884 | $12,393 |
| 140.00 UNION PACIFIC CORP | $23,042 | $29,150 |
| 95.00 SAFRAN SA | $12,016 | $13,516 |
| 320.00 MICROSOFT CORP | $24,083 | $71,174 |
| 160.00 FIDELITY NATL INFO SVCS | $14,157 | $22,633 |
| 420.00 APPLE INC | $19,883 | $55,729 |
| 35.00 ADOBE INC | $14,109 | $17,504 |
| 29.00 SERVICENOW INC | $6,782 | $15,962 |
| 95.00 AMPHENOL CORP | $8,663 | $12,423 |
| 155.00 TEXAS INSTRUMENTS INC | $15,068 | $25,440 |
| 15.00 ASML HOLDING | $6,727 | $7,317 |
| 210.00 VISA INC | $27,117 | $45,933 |
| 104503.19 OW LARGE CAP STRATEGIES FD | $725,099 | $1,791,184 |
| 60.00 AIR PRODUCTS & CHEMICALS | $14,836 | $16,393 |
| 75.00 AMERICAN TOWER CORP | $13,720 | $16,834 |
| 55.00 AMERICAN WATER WORKS CO | $4,481 | $8,440 |
| 135.00 AMEREN CORP | $8,947 | $10,538 |
| 61.00 MATCH GROUP INC | $5,747 | $9,222 |
| 60.00 ADVANCE AUTO PARTS | $6,700 | $9,450 |
| 215.00 DOLLARAMA INC | $6,650 | $8,751 |
| 95.00 WYNDHAM HOTELS & RESORTS | $4,128 | $5,646 |
| 35.00 BURLINGTON STORES INC | $5,479 | $9,154 |
| 170.00 US FOODS HOLDING CORP | $4,547 | $5,662 |
| 65.00 NASDAQ INC. | $5,403 | $8,628 |
| 27.00 COOPER COS INC | $6,636 | $9,809 |
| 22.00 TELEFLEX INC | $6,082 | $9,054 |
| 40.00 LAB CORP OF AMER HLDGS NEW | $5,594 | $8,142 |
| 45.00 STERIS PLC | $4,246 | $8,529 |
| 10.00 WEST PHARMACEUTICAL SVC | $1,422 | $2,833 |
| 30.00 VERISK ANALYTICS INC-CL A | $3,804 | $6,227 |
| 150.00 IAA INC | $4,655 | $9,747 |
| 50.00 EQUIFAX INC | $6,395 | $9,642 |
| 65.00 DOVER CORP | $4,956 | $8,206 |
| 20.00 L3 HARRIS TECHNOLOGIES INC | $3,006 | $3,780 |
| 975.00 RENTOKIL INITIAL PLC | $4,765 | $6,783 |
| 20.00 IDEX CORP | $2,131 | $3,984 |
| 120.00 SMITH A O CORP | $5,086 | $6,578 |
| 45.00 SYNOPSYS INC | $4,985 | $11,665 |
| 25.00 ANSYS INC | $3,647 | $9,095 |
| 10.00 PAYCOM SOFTWARE INC | $3,300 | $4,522 |
| 45.00 WEX INC | $6,723 | $9,158 |
| 90.00 SS&C TECHNOLOGIES HOLDINGS | $5,571 | $6,547 |
| 50.00 CDW CORP/DE | $4,975 | $6,589 |
| 55.00 CMC MATERIALS INC | $6,765 | $8,321 |
| 25.00 ASPEN TECHNOLOGY | $3,114 | $3,256 |
| 25.00 NICE LTD ADR | $3,423 | $7,088 |
| 50.00 APTARGROUP INC | $4,824 | $6,844 |
| 36150.82 OW SMALL & MIDCAP STRAT FD | $426,840 | $665,898 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WASH SALE ADJ | Desc |
| Amt | $101 | 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 | $70 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $70 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEE CREDIT | Desc |
| Revenue And Expenses Per Books | $4,129 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,129 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,129 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT DIVIDEND EXPENSE | CategoryTxt |
| Amt | $4 | Amt |
| Net Investment Income | $4 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $77 | $20 | $0 |
| EXCISE TAX | $3,000 | $0 | $0 |
| ESTIMATED TAX | $7,000 | $0 | $0 |
Comments