D ANGELO FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
D ANGELO FOUNDATION (EIN 22-3555150)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201813199349104471
Schema version
2017v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-15T16:52:29-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223555150EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1D'ANGELO FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDANGBusinessNameControlTxt
Phone6095248600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1731 ALEXANDER ROAD BLDG 2 SUITE 500AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08540ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAXTON ALTERNATIVE MANAGEMENT LPPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6095248600PhoneNum
Signature2018-11-15SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address165.225.38.191IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-15IPDt
IP Tm16:52:27IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id33C72BE98AFB2428DBFB1372B975AA709FBC2DBCAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$28,568,684FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,047,500ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$46,072InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$30,916InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$301,051DividendsRevAndExpnssAmt
Dividends Net Invst Incm$301,051DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$694,009NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,310,488GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$548,198CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$23,420OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$23,420OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$2,065,212TotalRevAndExpnssAmt
Total Net Invst Incm$856,745TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$15,700LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Interest Rev And Expnss$6,615InterestRevAndExpnssAmt
Interest Net Invst Incm$6,615InterestNetInvstIncmAmt
Interest Adj Net Incm$0InterestAdjNetIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$23,930TaxesRevAndExpnssAmt
Taxes Net Invst Incm$655TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$27,082OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$26,740OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$73,327TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$34,010TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,105,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,105,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,178,327TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$34,010TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,105,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$886,885ExcessRevenueOverExpensesAmt
Net Investment Income$822,735NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,285,156CashBOYAmt
Cash EOY$1,497,435CashEOYAmt
Cash EOYFMV$1,497,435CashEOYFMVAmt
Acct Rcvbl$9,052AcctRcvblAmt
Acct Rcvbl BOY$10,480AcctRcvblBOYAmt
Acct Rcvbl EOY$9,052AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$9,052AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$98,598PrepaidExpensesBOYAmt
Prepaid Expenses EOY$14,024PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$14,024PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$513,150USGovernmentObligationsBOYAmt
US Government Obligations EOY$254,200USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$254,200USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,795,945CorporateStockBOYAmt
Corporate Stock EOY$793,631CorporateStockEOYAmt
Corporate Stock EOYFMV$793,631CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,432,708CorporateBondsBOYAmt
Corporate Bonds EOY$3,461,625CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,461,625CorporateBondsEOYFMVAmt
Other Investments BOY$18,011,872OtherInvestmentsBOYAmt
Other Investments EOY$22,538,717OtherInvestmentsEOYAmt
Other Investments EOYFMV$22,538,717OtherInvestmentsEOYFMVAmt
Total Assets BOY$26,147,909TotalAssetsBOYAmt
Total Assets EOY$28,568,684TotalAssetsEOYAmt
Total Assets EOYFMV$28,568,684TotalAssetsEOYFMVAmt
Accounts Payable BOY$775AccountsPayableBOYAmt
Accounts Payable EOY$25AccountsPayableEOYAmt
Total Liabilities BOY$775TotalLiabilitiesBOYAmt
Total Liabilities EOY$25TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$26,147,134RetainedEarningBOYAmt
Retained Earning EOY$28,568,659RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$26,147,134TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$28,568,659TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$26,147,909TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$28,568,684TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$26,147,134TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$886,885ExcessRevenueOverExpensesAmt
Other Increases$1,534,640OtherIncreasesAmt
Subtotal$28,568,659SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$28,568,659TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtSoldSoldDtCost Or Other BasisCostOrOtherBasisAmtAcquiredAcquiredDt
FIDELITY - CAP GAIN DISTRIBUTIONP$4,005$4,005$4,005
BLACKROCK FLOAT RT INCOME ST - FRA$117,710$4,503$4,5032017-02-22$113,207
BLACKROCK FLOAT RT INCOME ST - FRA$42,774$1,823$1,8232017-02-23$40,9512016-12-09
BLACKROCK FLOAT RT INCOME ST - FRA$207,823$9,021$9,0212017-02-28$198,802
DISPOSITION OF AG CRD HOLDINGSP$3,528$3,528$3,528
DISPOSITION OF COMMONWEALTH OPPORTUNITYP-$41,420-$41,420$41,420
DISPOSTION OF DE SHAW OCULUSP$197,796$197,796$197,796
DISPOSTION OF 683 CAPITAL PARTNERSP-$9,894-$9,894$9,894
LIQUIDATING DISTRIBUTION - CAXTON PARTNERSP$1,561$1,561$1,561
RENAISSANCE INSTITUTIONAL DIVERSIFIED ALPHAP$76,048$76,048$76,048
RENAISSANCE INSTITUTIONAL DIVERSIFIED ALPHAP$49,331$49,331$49,331
CAXTON GLOBAL INVESTMENTS (USA) LLCP-$824-$824$824
683 CAPITAL PARTNERS LPP$87,016$47,026$47,026$39,990
683 CAPITAL PARTNERS LPP$230,258$124,438$124,438$105,820
BLACKROCK FLOAT RT INCOME ST - FRA$152,291$7,621$7,6212017-02-10$144,670
FIDELITY 500 INDEX PREM, FUSVX$51,244$6,622$6,6222017-09-29$44,6222017-02-17
BLACKROCK FLOAT RT INCOME ST - FRA$347,153$468$4682017-02-06$346,685
FEDERATED HIGH YIELD TRUST SS, FHYTX$72,274$2,367$2,3672017-08-01$69,9072014-01-03
FIDELITY SMALL CAP DISCOVERY FUND, FSCRX$72,557$3,798$3,7982017-08-01$68,759
FIDELITY 500 INDEX PREM, FUSVX$148,756$19,224$19,2242017-09-29$129,532
OAKMARK INTL INVESTORS CL, OAKIX$110,291$10,418$10,4182017-08-01$99,873
UNITED STATES TREASURY NTS 4.625$250,000$0$02017-02-15$250,0002007-03-26
VANGUARD MID CAP INDEX INVESTOR CL, VIMSX$88,072$30,738$30,7382017-08-01$57,334
FieldValueIRS element (for citing)
Capital Gain Net Income$548,198CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$151,840NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,525,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$21,545,640NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.117193DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,025,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$18,256,965NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.110917DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,845,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$17,704,881NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.104209DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,640,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$15,204,703NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.107861DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,509,458AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$11,071,317NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.136340DistributionYr5Rt
Total Distribution0.576520TotalDistributionRt
Average Distribution0.115304AverageDistributionRt
Net Vl Noncharitable Assets$26,947,412NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,107,144AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$8,227NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,115,371AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,105,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$16,455InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$16,455SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$16,455TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$26,037EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$31,037TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$14,582OverpaymentAmt
Applied To ES Tax$14,582AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ACCOUNTANTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6095248600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1731 ALEXANDER RD BLDG 2 SUITE 500AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08540ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARGARET A D'ANGELO
90 THIRD STREETGARDEN CITYNY11530DIRECTOR & PRESIDENT1.00$0$0$0
PETER P D'ANGELO
90 THIRD STREETGARDEN CITYNY11530DIRECTOR, SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,370,517AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$25,987,262FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$27,357,779TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$27,357,779AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$410,367CashDeemedCharitableAmt
Net Vl Noncharitable Assets$26,947,412NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,347,371MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,347,371MinimumInvestmentReturnAmt
Tax Based On Investment Income$16,455TaxBasedOnInvestmentIncomeAmt
Income Tax$34,079IncomeTaxAmt
Total Tax$50,534TotalTaxAmt
Distributable Before Adj$1,296,837DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,296,837DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,296,837DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,105,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,105,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,105,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,296,837DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$958,878ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$926,343ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$976,936ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,121,933ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,508,046ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,492,136TotalExcessDistributionCyovAmt
Qualifying Distributions$1,105,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,105,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$191,837ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$191,837ExcessDistributionCyovAppCYAmt
Total Corpus$5,300,299TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$767,041ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,533,258ExcessDistriCyovToNextYrAmt
Excess From Year4$926,343ExcessFromYear4Amt
Excess From Year3$976,936ExcessFromYear3Amt
Excess From Year2$1,121,933ExcessFromYear2Amt
Excess From Year1$1,508,046ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARGARET A D'ANGELOContributingManagerNm
Contributing ManagerPETER P D'ANGELOContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICARES
88 HAMILTON AVENUESTAMFORDCT06902HUMANITARIAN AID$25,000
BOSTON COLLEGE
140 COMMONWEALTH AVENUECHESTNUT HILLMA02467EDUCATION$10,000
BRIDGEHAMPTON CHAMBER MUSIC FESTIVAL
850 SEVENTH AVENUE SUITE 700NEW YORKNY10019GENERAL SUPPORT$25,000
CATHOLIC CHARITIES
90 CHERRY LANEHICKSVILLENY11801PROVIDING HELP FOR PEOPLE IN NEED$250,000
CHARMINADE DEVELOPMENT FUND
340 JACKSON AVENUEMINEOLANY11501SUPPORT SCIENCE AND TECHNOLOGY CENTER$100,000
COVENANT HOUSE
5 PENN PLAZANEW YORKNY10001CHILDREN SOCIAL SERVICES$25,000
HOSPITAL FOR SPECIAL SURGERY
535 EAST 70TH STREETNEW YORKNY10021MEDICAL RESEARCH, EDUCATION & PATIENT CARE$25,000
INNER-CITY SCHOLARSHIP FUND
1011 FIRST AVENUE SUITE 1400NEW YORKNY10022EDUCATION$25,000
INTERFAITH NUTRITION NETWORK
211 FULTON AVENUEHEMPSTEADNY11550GENERAL SUPPORT$100,000
ISLAND HARVEST
15 GRUMMAN ROAD WEST SUITE 1450BETHPAGENY11714GENERAL SUPPORT$5,000
MEMORIAL SLOAN-KETTERING CANCER CENTER
1275 YORK AVENUENEW YORKNY10065MEDICAL RESEARCH$10,000
MIRACLE FOUNDATION
PO BOX 7338GARDEN CITYNY11530PATIENT EDUCATION$5,000
NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE SUITE 100ARLINGTONVA22203SUPPORT FOR ENVIRONMENT$5,000
PROVIDENCE HOUSE
703 LEXINGTON AVENUEBROOKLYNNY11221PROVIDING HOUSING FOR WOMEN & CHILDREN$25,000
ROBIN HOOD FOUNDATION
826 BROADWAY 9TH FLOORNEW YORKNY10003ECONOMIC ASSISTANCE FOR THE POOR$50,000
SACRED HEART ACADEMY
47 CATHEDRAL AVENUEHEMPSTEADNY11550EDUCATION$50,000
SOUTHHAMPTON HOSPITAL FOUNDATION
240 MEETING HOUSE LANESOUTHHAMPTONNY11968GENERAL SUPPORT$25,000
ST FRANCIS HOSPITAL FOUNDATION
100 PORT WASHINGTON BLVDROSLYNNY115761348SUPPORT CANCER INSTITUTE$200,000
ST ANNE'S SCHOOL
25 DARTMOUTH STREETGARDEN CITYNY11530EDUCATION$25,000
ST JOHN'S UNIVERSITY
8000 UTOPIA PARKWAYJAMAICANY11439EDUCATION$100,000
WINTHROP - UNIVERSITY HOSPITAL
200 OLD COUNTRY ROAD SUITE 570MINEOLANY11501MEDICAL CARE$10,000
YALE UNIVERSITY
PO BOX 2038NEW HAVENCT06521EDUCATION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,105,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Business900000BusinessCd
Exclusion14ExclusionCd
Exclusion$30,916ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business900000BusinessCd
Exclusion14ExclusionCd
Exclusion$301,051ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business900000BusinessCd
Unrelated Business Taxbl Incm$145,810UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$548,198ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescLOSS ON INVESTMENTDesc
Exclusion14ExclusionCd
Exclusion-$23,420ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$145,810UnrelatedBusinessTaxblIncmAmt
Exclusion$856,745ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,002,555TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonPETER P MARGARET A D'ANGELOContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line190 THIRD STREETAddressLine1Txt
CityGARDEN CITYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11530ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,047,500TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyGLOBAL ATLANTIC CO. BONDNoncashPropertyDesc
Fair Market Value$1,047,500FairMarketValueAmt
Received2017-10-01ReceivedDt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetRENAISSANCE INSTITUTIONAL DIVERSIFIED ALPHA FUNDAssetDesc
How AcquiredPURCHASEDHowAcquiredTxt
Sales Expense$0SalesExpenseAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondINVESTMENTS IN CORPORATE BONDSBondNm
EOY Book Value$3,461,625EOYBookValueAmt
EOYFMV$3,461,625EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS IN CORPORATE STOCK, MUTUAL FUNDStockNm
EOY Book Value$793,631EOYBookValueAmt
EOYFMV$793,631EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$254,200USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$254,200USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESTMENTS OFFSHORE PARTNERSHIP INVESTMENTSFMV$21,146,309$21,146,309
INVESTMENTS IN PARTNERSHIPSFMV$1,392,408$1,392,408

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Legal Fees$15,700LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
RENAISSANCE INSTITUTIONAL DIV$26,740$26,740$0$0
OTHER EXPENSES$333$0$0$0
CAXTON GLOBAL INVESTMENTS (USA$9$0$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
RENAISSANCE INSTITUTIONAL DIVERSIFIED$0$0$0
LOSS ON INVESTMENT-$23,420-$23,420-$23,420

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED GAIN ON INVESTMENTSDesc
Amt$1,534,640Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$655$655$0$0
FEDERAL TAX$23,250$0$0$0
DELAWARE ANNUAL TAX$25$0$0$0

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