D ANGELO FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- D ANGELO FOUNDATION (EIN 22-3555150)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349102932
- Schema version
- 2019v5.1
- 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
- Investments Corp Bonds Schedule
- 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 | 2020-11-16T11:44:47-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 2020-11-16 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.129.194.75 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 11:44:42 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6D4DCC5C75575E2FBCCC43A4383C7FAF13EBB8A2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,808,055 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $16,310 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,310 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $288,163 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $288,163 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,615 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,095,077 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,615 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,645,259 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,645,259 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,989,347 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,989,347 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $140 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $10,460 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $10,460 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,892 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,269 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,783 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,371 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,275 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,100 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,595,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,595,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,644,275 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,100 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,595,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,654,928 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,948,247 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $618,403 | CashBOYAmt |
| Cash EOY | $2,537,781 | CashEOYAmt |
| Cash EOYFMV | $2,537,781 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $5,261 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $9,761 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,761 | PrepaidExpensesEOYFMVAmt |
| Corporate Bonds BOY | $3,267,500 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,216,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,216,000 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $21,555,023 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,044,513 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,044,513 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $25,446,187 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,808,055 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,808,055 | 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 | $25,445,412 | RetainedEarningBOYAmt |
| Retained Earning EOY | $24,807,280 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,445,412 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,807,280 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,446,187 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,808,055 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,445,412 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,654,928 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,016,796 | OtherIncreasesAmt |
| Subtotal | $24,807,280 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,807,280 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| WATFORD HOLDINGS LTD | 2014-03-28 | 2019-08-27 | $1,009,290 | $1,000,000 | $9,290 | $9,290 | |
| RENAISSANCE INSTITIONAL DIVERSIFIED | $54,599 | -$54,599 | -$54,599 | P | |||
| RENAISSANCE INSTITIONAL DIVERSIFIED | $85,787 | $85,787 | $85,787 | P | |||
| CAXTON GLOBAL INVESTMENTS (USA) | $863 | -$863 | -$863 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,615 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$54,599 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,615,679 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,035,352 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.133739 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,105,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $26,947,412 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041006 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,525,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $21,545,640 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.117193 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,025,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,256,965 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.110917 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,845,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,704,881 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.104209 | DistributionYr5Rt |
| Total Distribution | 0.507064 | TotalDistributionRt |
| Average Distribution | 0.101413 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $25,327,859 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,568,574 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $19,482 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,588,056 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,595,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $19,482 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,482 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,482 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,003 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $9,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,003 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $521 | OverpaymentAmt |
| Applied To ES Tax | $521 | 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 | 0 | 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 (2 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 |
| 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 | $1,463,380 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $24,250,182 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,713,562 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,713,562 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $385,703 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,327,859 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,266,393 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,266,393 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,482 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,482 | TotalTaxAmt |
| Distributable Before Adj | $1,246,911 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,246,911 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,246,911 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,595,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,595,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $19,482 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,575,518 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,246,911 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $976,936 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,121,933 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,508,046 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $2,282,553 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,889,468 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,595,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,246,911 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,348,089 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,237,557 | 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 | $976,936 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,260,621 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,121,933 | ExcessFromYear4Amt |
| Excess From Year3 | $1,508,046 | ExcessFromYear3Amt |
| Excess From Year1 | $2,282,553 | ExcessFromYear1Amt |
| Excess From Current Year | $2,348,089 | 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 (22 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 |
| 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 | $100,000 |
| 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 | $5,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | MEDICAL RESEARCH | $10,000 |
| 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 | $10,000 |
| 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 | $70,000 |
| 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 | $125,000 |
| ST JOHN'S UNIVERSITY | |||||
| 8000 UTOPIA PARKWAY | JAMAICA | NY | 11439 | EDUCATION | $2,520,000 |
| WINTHROP - UNIVERSITY HOSPITAL | |||||
| 200 OLD COUNTRY ROAD SUITE 570 | MINEOLA | NY | 11501 | MEDICAL CARE | $10,000 |
| YALE UNIVERSITY | |||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | EDUCATION | $10,000 |
| SAG HARBOR CINEMA ARTS CENTER | |||||
| 90 MAIN STREET | SAG HARBOR | NY | 11963 | GENERAL SUPPORT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,595,000 | 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 | $16,310 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $288,163 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,645,259 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,615 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,989,347 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,989,347 | 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 Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS IN CORPORATE BONDS | BondNm |
| EOY Book Value | $2,216,000 | EOYBookValueAmt |
| EOYFMV | $2,216,000 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS OFFSHORE PARTNERSHIP INVESTMENTS | FMV | $18,540,393 | $18,540,393 |
| INVESTMENTS IN PARTNERSHIPS | FMV | $1,504,120 | $1,504,120 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $140 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| RENAISSANCE INSTITUTIONAL DIV | $29,363 | $29,363 | $0 | $0 |
| RENAISSANCE INST, NON-DEDUCT | $12 | $0 | $0 | $0 |
| OTHER EXPENSES | $400 | $0 | $0 | $0 |
| CAXTON GLOBAL INVESTMENTS (USA | $8 | $8 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| RENAISSANCE INSTITUTIONAL DIVERSIFIED | $14,691 | $14,691 | $0 |
| TILDEN PARK OFFSHORE, TAXABLE E&P | $9,880 | $9,880 | $0 |
| MILLENIUM LTD | $261,522 | $261,522 | $0 |
| ECHINUS PARTNERS | $632,260 | $632,260 | $0 |
| MOAB CAPITAL PARTNERS | $1,593 | $1,593 | $0 |
| SELECT OPPORTUNITIES | $269,675 | $269,675 | $0 |
| SOROBAN | $455,638 | $455,638 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $1,016,796 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX PAID | $1,269 | $1,269 | $0 | $0 |
| FEDERAL TAX | $6,848 | $0 | $0 | $0 |
| OTHER TAX AND FEES | $775 | $0 | $0 | $0 |
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