ANGEL FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ANGEL FOUNDATION (EIN 20-4591909)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-08
- IRS object ID
- 202032829349100003
- 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
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-08T07:53:52-05:00 | 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 | 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 | BRENNA RYAN | PersonNm |
| Person Title | CORPORATE TRUSTEE | PersonTitleTxt |
| Phone | 5465089648 | PhoneNum |
| Signature | 2020-10-07 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 198.160.35.110 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-07 | IPDt |
| IP Tm | 12:18:37 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 758048481B926388E79758BC37DE4E20DA0607D2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 758048481B926388E79758BC37DE4E20DA0607D2 | 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) |
|---|---|---|
| PF Status Term Sect507b1 A | Yes (X) | PFStatusTermSect507b1AInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,215,789 | 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 | $129,711 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $129,711 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $406,607 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,585,047 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $406,607 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $536,318 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $536,318 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,186 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,124 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,062 | 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 | $3 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,864 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $88 | 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 | $22,123 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,215 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,132 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,989,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,989,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,011,623 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,215 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,994,632 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,475,305 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $532,103 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $250,360 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $349,725 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $349,725 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $594 | AcctRcvblAmt |
| Acct Rcvbl EOY | $594 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $594 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,118,153 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,975,569 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,336,894 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,032,873 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $586,382 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,767,960 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,832,597 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,930,464 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,455,173 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,215,789 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,930,464 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,455,173 | 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 | $6,930,464 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,455,173 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,930,464 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,455,173 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,930,464 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,475,305 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14 | OtherIncreasesAmt |
| Subtotal | $5,455,173 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,455,173 | 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 | $4,469,894 | $4,178,440 | $291,454 | $291,454 |
| CAPITAL GAINS DIVIDENDS | P | $115,153 | $115,153 | $115,153 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $406,607 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,573,048 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,907,787 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.176592 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,817,571 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,025,158 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.181301 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,586,372 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,153,383 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.582829 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,526,120 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,436,370 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.299432 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,139,086 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,875,813 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.353667 | DistributionYr5Rt |
| Total Distribution | 1.593821 | TotalDistributionRt |
| Average Distribution | 0.318764 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,426,371 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,367,260 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,321 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,372,581 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,994,632 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,642 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,642 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,642 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,358 | OverpaymentAmt |
| Applied To ES Tax | $2,358 | 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 | $6,189 | 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 | $7,320,691 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $218,772 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,539,463 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,539,463 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,092 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,426,371 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $371,319 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $371,319 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,642 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,642 | TotalTaxAmt |
| Distributable Before Adj | $360,677 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $360,677 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $360,677 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,994,632 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,994,632 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,994,632 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $360,677 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,707,867 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,111,951 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,296,937 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,342,310 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,136,313 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,595,378 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,994,632 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $360,677 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,633,955 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,229,333 | 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 | $2,707,867 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,521,466 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,111,951 | ExcessFromYear4Amt |
| Excess From Year3 | $3,296,937 | ExcessFromYear3Amt |
| Excess From Year2 | $1,342,310 | ExcessFromYear2Amt |
| Excess From Year1 | $1,136,313 | ExcessFromYear1Amt |
| Excess From Current Year | $1,633,955 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 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 |
| CONSERVATION LAW FOUNDATION | ||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | PUBLIC CHARITY | OPERATIONAL | $10,000 |
| DARTMOUTH COLLEGE | ||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | PUBLIC CHARITY | EDUCATIONAL | $50,000 |
| DEDHAM COUNTRY DAY SCHOOL | ||||||
| 90 SANDY VALLEY RD | DEDHAM | MA | 02029 | PUBLIC CHARITY | EDUCATIONAL | $5,000 |
| GULF OF MAINE RESEARCH INSTITUTE | ||||||
| 350 COMMERCIAL ST PORTLAND | PORTLAND | ME | 04101 | PUBLIC CHARITY | OPERATIONAL | $10,000 |
| HARVARD COLLEGE | ||||||
| 12 OXFORD STREET | CAMBRIDGE | MA | 02138 | PUBLIC CHARITY | EDUCATIONAL | $20,000 |
| ISABELLA STEWART GARDNER MUSEUM | ||||||
| 25 EVANS WAY | BOSTON | MA | 02115 | PUBLIC CHARITY | OPERATIONAL | $100,000 |
| MISS PORTER'S SCHOOL | ||||||
| 60 MAIN STREET | FARMINGTON | CT | 06032 | PUBLIC CHARITY | EDUCATIONAL | $7,500 |
| NEIGHBORHOOD HOUSE CHARTER SCHOOL | ||||||
| 21 QUEEN STREET | DORCHESTER | MA | 02122 | PUBLIC CHARITY | EDUCATIONAL | $700,000 |
| NEW ENGLAND AQUARIUM | ||||||
| 1 CENTRAL WHARF | BOSTON | MA | 02110 | PUBLIC CHARITY | OPERATIONAL | $833,000 |
| NEWTON WELLESLEY HOSPITAL | ||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | PUBLIC CHARITY | OPERATIONAL | $1,000 |
| NORTH HAVEN SUSTAINABLE HOUSING | ||||||
| PO BOX 373 | NORTH HAVEN | ME | 04032 | PUBLIC CHARITY | OPERATIONAL | $20,000 |
| 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 | $12,000 |
| THE WILY NETWORK | ||||||
| 56 LINDEN ST | NEEDHAM | MA | 02492 | PUBLIC CHARITY | OPERATIONAL | $1,500 |
| WATERMAN'S COMMUNITY CENTER | ||||||
| 12 MAIN STREET | NORTH HAVEN | ME | 04853 | PUBLIC CHARITY | OPERATIONAL | $5,000 |
| WORLD CONNECT INC | ||||||
| 209 CONOVER STREET | BROOKLYN | NY | 11231 | PUBLIC CHARITY | OPERATIONAL | $20,000 |
| ARTISTS FOR HUMANITY | ||||||
| 100 W 2ND ST | BOSTON | MA | 02127 | PUBLIC CHARITY | OPERATIONAL | $5,000 |
| BENEATH THE WAVES | ||||||
| PO BOX 126 | HERNDON | VA | 20172 | PUBLIC CHARITY | OPERATIONAL | $5,000 |
| CENTER FOR MAINE CONTEMPORARY ART | ||||||
| 21 WINTER ST | ROCKLAND | ME | 04841 | PUBLIC CHARITY | OPERATIONAL | $5,000 |
| WBUR DEVELOPMENT | ||||||
| PO BOX 15716 | BOSTON | MA | 02215 | PUBLIC CHARITY | OPERATIONAL | $2,000 |
| TREASURER OF MSAD7 | ||||||
| 93 PULPIT HARBOR ROAD | NORTH HAVEN | ME | 04853 | PUBLIC CHARITY | OPERATIONAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,989,500 | 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 | $129,711 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $406,607 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $536,318 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $536,318 | 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 Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 161462.315 OW FIXED INCOME FUND - 680414406 | BondNm |
| EOY Book Value | $1,767,960 | EOYBookValueAmt |
| EOYFMV | $1,832,597 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (77 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 285 ACTIVISION BLIZZARD INC - 00507V109 | $14,633 | $16,934 |
| 50 ADVANCE AUTO PARTS - 00751Y106 | $7,301 | $8,008 |
| 80 ALIBABA GROUP HOLDINGS LTD - 01609W102 | $8,260 | $16,968 |
| 90 ALLEGION PLC ORD SHS - G0176J109 | $5,883 | $11,208 |
| 37 ALPHABET INC CLASS C - 02079K107 | $32,175 | $49,469 |
| 22 AMAZON.COM INC - 023135106 | $18,689 | $40,652 |
| 220 AMEREN CORP - 023608102 | $14,376 | $16,896 |
| 85 AMERICAN TOWER CORP - 03027X100 | $13,704 | $19,534 |
| 100 AMERICAN WATER WORKS CO - 030420103 | $7,781 | $12,285 |
| 130 AMPHENOL CORP - 032095101 | $12,349 | $14,069 |
| 35 ANSYS INC - 03662Q105 | $3,281 | $9,009 |
| 110 APPLE INC - 037833100 | $15,356 | $32,301 |
| 45 APTARGROUP INC - 038336103 | $4,415 | $5,202 |
| 90 AXALTA COATING - G0750C108 | $2,776 | $2,736 |
| 990 BANK OF AMERICA CORP - 060505104 | $29,842 | $34,867 |
| 25 BLACKROCK INC - 09247X101 | $13,471 | $12,567 |
| 8 BOOKING HLDGS INC - 09857L108 | $13,920 | $16,429 |
| 25 BURLINGTON STORES INC - 122017106 | $4,418 | $5,700 |
| 45 CABOT MICROELECTRONICS - 12709P103 | $6,451 | $6,494 |
| 50 CDW CORP/DE - 12514G108 | $5,041 | $7,142 |
| 35 CHARTER COMMUNICATIONS INC - 16119P108 | $16,575 | $16,977 |
| 170 CHUBB LIMITED - H1467J104 | $23,661 | $26,462 |
| 50 CINTAS CORP - 172908105 | $8,093 | $13,454 |
| 300 CITIGROUP INC - 172967424 | $18,366 | $23,967 |
| 70 CME GROUP INC - 12572Q105 | $12,665 | $14,050 |
| 420 CONOCOPHILLIPS - 20825C104 | $20,248 | $27,312 |
| 27 COOPER COS INC - 216648402 | $4,891 | $8,674 |
| 115 CORELOGIC INC - 21871D103 | $4,151 | $5,026 |
| 170 DANAHER CORP - 235851102 | $14,397 | $26,091 |
| 260 DISCOVER FINANCIAL SVCS - 254709108 | $18,609 | $22,053 |
| 150 DOLLARAMA INC - 25675T107 | $5,366 | $5,160 |
| 80 DOVER CORP - 260003108 | $4,982 | $9,220 |
| 40 EQUIFAX INC - 294429105 | $5,470 | $5,604 |
| 180 FACEBOOK INC-A - 30303M102 | $29,637 | $36,945 |
| 220 FIDELITY NATL INFO SVCS - 31620M106 | $20,861 | $30,599 |
| 245 FORTIVE CO - 34959J108 | $14,867 | $18,715 |
| 210 HEALTH CARE SELECT SPDR - 81369Y209 | $19,915 | $21,390 |
| 95 HOME DEPOT - 437076102 | $14,022 | $20,746 |
| 195 IAA INC - 449253103 | $5,954 | $9,176 |
| 35 IDEX CORP - 45167R104 | $3,164 | $6,020 |
| 50 INGREDION INC - 457187102 | $6,491 | $4,647 |
| 135 IQVIA HOLDINGS INC - 46266C105 | $19,887 | $20,858 |
| 115 KAR AUCTION SERVICE - 48238T109 | $2,021 | $2,505 |
| 25 L3 HARRIS TECHNOLOGIES INC - 502431109 | $3,569 | $4,946 |
| 30 LAB CORP OF AMER HLDGS NEW - 50540R409 | $4,025 | $5,075 |
| 480 MICROSOFT CORP - 594918104 | $34,369 | $75,696 |
| 40 MSCI INC - 55354G100 | $9,221 | $10,327 |
| 85 NASDAQ INC. - 631103108 | $5,746 | $9,103 |
| 205 NIKE INC CL B - 654106103 | $12,272 | $20,768 |
| 140418.321 OW LARGE CAP STRATEGIES FD - 680414109 | $894,464 | $2,116,104 |
| 125601.46 OW MULTI-ASSET OPPS FUND - 680414802 | $934,740 | $949,547 |
| 45692.825 OW SMALL & MIDCAP STRAT FD - 680414604 | $595,668 | $711,894 |
| 190 PEPSICO INC - 713448108 | $20,929 | $25,967 |
| 75 PIONEER NATURAL RESOURCES - 723787107 | $14,153 | $11,352 |
| 970 RENTOKIL INITIAL PLC - | $4,992 | $5,817 |
| 35 S&P GLOBAL INC. - 78409V104 | $9,121 | $9,556 |
| 215 SAFRAN SA - | $26,982 | $33,246 |
| 120 SALESFORCE COM - 79466L302 | $14,898 | $19,516 |
| 2610 SAMSONITE INTERNATIONAL SA - | $7,987 | $6,263 |
| 64 SERVICENOW INC - 81762P102 | $11,080 | $18,068 |
| 90 SIX FLAGS ETTMENT CORP - 83001A102 | $5,333 | $4,059 |
| 125 SMITH A O CORP - 831865209 | $6,305 | $5,955 |
| 50 STERIS PLC - G8473T100 | $3,440 | $7,621 |
| 65 SYNOPSYS INC - 871607107 | $5,719 | $9,048 |
| 22 TELEFLEX INC - 879369106 | $5,753 | $8,281 |
| 330 TENCENT HOLDINGS LTD - | $13,748 | $15,907 |
| 220 TEXAS INSTRUMENTS INC - 882508104 | $22,018 | $28,223 |
| 85 THERMO FISHER SCIENTIFIC - 883556102 | $13,537 | $27,613 |
| 190 UNION PACIFIC CORP - 907818108 | $32,725 | $34,350 |
| 85 UNITEDHEALTH GROUP INC - 91324P102 | $22,127 | $24,988 |
| 35 VERISK ANALYTICS INC-CL A - 92345Y106 | $3,937 | $5,226 |
| 230 VISA INC - 92826C839 | $22,142 | $43,217 |
| 115 WALT DISNEY CO - 254687106 | $13,353 | $16,632 |
| 125 WASTE MANAGEMENT INC NEW - 94106L109 | $11,897 | $14,245 |
| 35 WEST PHARMACEUTICAL SVC - 955306105 | $3,099 | $5,261 |
| 155 WYNDHAM HOTELS & RESORTS - 98311A105 | $6,894 | $9,735 |
| 190 ZOETIS INC - 98978V103 | $12,236 | $25,146 |
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 Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRUNCATION | Desc |
| Amt | $14 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT DIVIDEND EXPENSE | CategoryTxt |
| Amt | $3 | Amt |
| Net Investment Income | $3 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $210 | $88 | $0 |
| EXCISE TAX | $2,654 | $0 | $0 |
| ESTIMATED TAX | $10,000 | $0 | $0 |
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