ANGEL FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ANGEL FOUNDATION (EIN 20-4591909)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-05
- IRS object ID
- 202611259349103101
- Schema version
- 2025v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-05T14:41:40-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 TR1271 AVE OF THE AMERICA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIANNA KOPACH | PersonNm |
| Person Title | CORPORATE TRUSTEE | PersonTitleTxt |
| Phone | 5465089648 | PhoneNum |
| Signature | 2026-05-05 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $5,613,787 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,476,733 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $88,607 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $88,607 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $420,453 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,439,619 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,173,206 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,402 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,402 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,989,195 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,265,215 | 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 | $3,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,300 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $16,154 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $72 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,454 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,300 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,569,667 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,569,667 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,590,121 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,573,967 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,399,074 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,265,143 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $203,887 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $114,116 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $114,116 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $199 | AcctRcvblAmt |
| Acct Rcvbl BOY | $233 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $199 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $199 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $3,292,758 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,278,537 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,499,472 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,496,878 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,392,852 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,613,787 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,496,878 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,392,852 | 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 | $3,496,878 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,392,852 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,496,878 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,392,852 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,496,878 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,399,074 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,895,952 | SubtotalAmt |
| Other Decreases | $503,100 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,392,852 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,597,091 | $1,442,125 | $154,966 | $154,966 |
| PUBLICLY TRADED SECURITIES | D | $1,575,000 | $824,288 | $750,712 | $750,712 |
| CAPITAL GAINS DIVIDENDS | P | $267,528 | $267,528 | $267,528 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,173,206 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,585 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,585 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,585 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,813 | 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 | $16,813 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $772 | TaxDueAmt |
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 | 1271 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | 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 | 1271 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | 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 | $3,794,237 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,287 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,867,524 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,867,524 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,013 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,809,511 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $190,476 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $190,476 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,585 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,585 | TotalTaxAmt |
| Distributable Before Adj | $172,891 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $172,891 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $172,891 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,573,967 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,573,967 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $172,891 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,100,337 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,279,755 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,707,499 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $546,739 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $476,272 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,110,602 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,573,967 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $172,891 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,401,076 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,511,678 | 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 | $2,100,337 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,411,341 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,279,755 | ExcessFromYear4Amt |
| Excess From Year3 | $1,707,499 | ExcessFromYear3Amt |
| Excess From Year2 | $546,739 | ExcessFromYear2Amt |
| Excess From Year1 | $476,272 | ExcessFromYear1Amt |
| Excess From Current Year | $1,401,076 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ARTISTS FOR HUMANITY | ||||||
| 100 W 2ND ST | BOSTON | MA | 02127 | PC | OPERATIONAL | $2,500 |
| ATLANTIC WHITE SHARK CONSERVANCY | ||||||
| 235 ORLEANS RD | CHATHAM | MA | 02650 | PC | OPERATIONAL | $2,500 |
| CAPE ELEUTHERA FOUNDATION INC | ||||||
| PO BOX 5910 | PRINCETON | NJ | 08543 | PC | OPERATIONAL | $41,667 |
| CONSERVATION LAW FOUNDATION | ||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | PC | OPERATIONAL | $25,000 |
| DEDHAM COUNTRY DAY SCHOOL | ||||||
| 90 SANDY VALLEY RD | DEDHAM | MA | 02029 | PC | EDUCATIONAL | $15,000 |
| HARVARD COLLEGE | ||||||
| 12 OXFORD STREET | CAMBRIDGE | MA | 02138 | PC | EDUCATIONAL | $25,000 |
| HURRICANE ISLAND FOUNDATION | ||||||
| PO BOX 1280 | ROCKLAND | ME | 04841 | PC | OPERATIONAL | $10,000 |
| ISABELLA STEWART GARDNER MUSEUM | ||||||
| 25 EVANS WAY | BOSTON | MA | 02115 | PC | OPERATIONAL | $250,000 |
| JOHN HOPKINS BLOOMBERG SCHOOL OF PUBLIC HEALTH | ||||||
| 615 N WOLFE STREET W 4027 | BALTIMORE | MD | 21205 | PC | EDUCATIONAL | $125,000 |
| MARA ELEPHANT PROJECTS | ||||||
| 4000 W 106TH STREET | CARMEL | IN | 46032 | PC | OPERATIONAL | $2,500 |
| MISS PORTER'S SCHOOL | ||||||
| 60 MAIN STREET | FARMINGTON | CT | 06032 | PC | EDUCATIONAL | $2,500 |
| NEW ENGLAND AQUARIUM | ||||||
| 1 CENTRAL WHARF | BOSTON | MA | 02110 | PC | OPERATIONAL | $500,000 |
| NEWTON WELLESLEY HOSPITAL | ||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | PC | OPERATIONAL | $10,000 |
| PANGEASEED FOUNDATION | ||||||
| 15-875 LEMIWAI ROAD | KEAAU | HI | 96749 | PC | OPERATIONAL | $25,000 |
| RADCLIFFE INSTITUTE | ||||||
| 10 GARDEN STREET | CAMBRIDGE | MA | 02138 | PC | EDUCATIONAL | $5,000 |
| SAFE WATER NETWORK | ||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | PC | OPERATIONAL | $1,500 |
| THE NORTH HAVEN FOUNDATION | ||||||
| PO BOX 664 | ROCKLAND | ME | 04841 | PC | EDUCATIONAL | $15,000 |
| VAIL VALLEY FOUNDATION | ||||||
| PO BOX 6550 | AVON | CO | 81620 | PC | OPERATIONAL | $15,000 |
| WATERMAN'S COMMUNITY CENTER | ||||||
| 12 MAIN STREET | NORTH HAVEN | ME | 04853 | PC | OPERATIONAL | $5,000 |
| WBUR DEVELOPMENT | ||||||
| PO BOX 15716 | BOSTON | MA | 02215 | PC | OPERATIONAL | $1,500 |
| WORLD CONNECT INC | ||||||
| 209 CONOVER STREET | BROOKLYN | NY | 11231 | PC | OPERATIONAL | $5,000 |
| BOW SEAT OCEAN AWARENESS | ||||||
| 100 FEDERAL STREET | BOSTON | MA | 02110 | PC | OPERATIONAL | $450,000 |
| THE GIRLS FOUNDATION OF TANZANIA | ||||||
| PO BOX 11224 | PORTLAND | ME | 04104 | PC | OPERATIONAL | $5,000 |
| UNIVERSITY OF WASHINGTON | ||||||
| PO BOX 359505 | SEATTLE | WA | 98195 | PC | OPERATIONAL | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,564,667 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88,607 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,402 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $420,453 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $512,462 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $512,462 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD T ANDERSON | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BESSEMER TR-1271 AVENUE OF AMER | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,476,733 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 106,847.85 SHARES OF OW LARGE CAP STRT | NoncashPropertyDesc |
| Fair Market Value | $2,476,733 | FairMarketValueAmt |
| Received | 2025-12-12 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FINANCIAL SERVICES FEE | CategoryTxt |
| Amt | $3,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,300 | 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 (104 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 120478.92 OW FIXED INCOME FUND | $1,238,369 | $1,233,704 |
| 41944.02 OW CREDIT INCOME FUND | $353,111 | $335,132 |
| 103400.23 OW LARGE CAP STRATEGIES FD | $1,220,897 | $2,138,316 |
| 41528.42 OW SMALL & MIDCAP STRAT FD | $616,529 | $723,009 |
| 38.00 LIVE NATION ENTERTMNT INC | $5,041 | $5,415 |
| 16.00 REDDIT INC | $3,471 | $3,677 |
| 14.00 TEXAS ROADHOUSE INC | $2,456 | $2,324 |
| 42.00 LIGHT & WONDER INC. | $4,039 | $4,329 |
| 58.00 DOLLARAMA INC | $6,707 | $8,674 |
| 75.00 MONCLER SPA | $4,637 | $4,839 |
| 102.00 US FOODS HOLDING CORP | $7,240 | $7,682 |
| 68.00 BJ'S WHOLESALE CLUB HOLDIN | $6,020 | $6,122 |
| 18.00 ST STR SPDR S&P OIL&GAS EX | $2,356 | $2,272 |
| 52.00 ST STR SPDR S&P REG BK ETF | $3,393 | $3,370 |
| 93.00 NASDAQ INC. | $7,258 | $9,033 |
| 100.00 RYAN SPECIALTY HOLDNGS INC | $5,575 | $5,163 |
| 2.00 PARTNERS GROUP HOLDING AG | $2,536 | $2,477 |
| 58.00 TRADEWEB MARKETS INC | $6,668 | $6,237 |
| 11.00 IDEXX LABS CORP | $5,710 | $7,441 |
| 35.00 STRAUMANN HOLDING AG | $4,261 | $4,124 |
| 34.00 STERIS PLC | $7,168 | $8,619 |
| 33.00 COOPER COS INC/THE | $1,925 | $2,704 |
| 14.00 LABCORP HLDGS | $3,795 | $3,512 |
| 11.00 MEDPACE HOLDINGS | $4,180 | $6,178 |
| 114.00 STANDARDAERO INC | $3,232 | $3,269 |
| 21.00 EQUIFAX INC | $3,592 | $4,556 |
| 39.00 ESAB CORP | $4,533 | $4,357 |
| 179.00 API GROUP CORP | $6,569 | $6,848 |
| 15.00 SAIA INC COM | $5,200 | $4,897 |
| 40.00 ROLLINS INC | $2,404 | $2,400 |
| 80.00 UL SOLUTIONS INC | $5,917 | $6,308 |
| 15.00 CARLISLE COS | $3,991 | $4,797 |
| 92.00 CORE & MAIN INC | $4,873 | $4,781 |
| 47.00 BOOZ ALLEN HAMILTON HLDGS | $4,726 | $3,964 |
| 22.00 BWX TECHNOLOGIES INC | $2,947 | $3,802 |
| 33.00 CLEAN HARBORS INC | $5,795 | $7,737 |
| 4.00 ASM INTERNATIONAL NV | $1,448 | $2,432 |
| 335.00 CCC INTELLIGENT SOLUTIONS | $3,805 | $2,663 |
| 72.00 BENTLEY SYSTEMS INC | $3,743 | $2,747 |
| 40.00 CDW CORP/DE | $5,550 | $5,448 |
| 20.00 ENTEGRIS INC | $2,512 | $1,685 |
| 23.00 MANHATTAN ASSOCIATES INC | $4,105 | $3,986 |
| 44.00 KEYSIGHT TECHNOLOGIES INC | $7,655 | $8,940 |
| 21.00 MACOM TECHNOLOGY SOLUTIONS | $3,438 | $3,596 |
| 22.00 NRG ENERGY INC | $3,548 | $3,503 |
| 69.00 ST STR UTILITIES SELECT | $2,840 | $2,945 |
| 181.00 ALPHABET INC CLASS C | $30,931 | $56,797 |
| 23.00 SPOTIFY TECHNOLOGY SA | $13,370 | $13,356 |
| 51.00 META PLATFORMS INC | $23,831 | $33,664 |
| 30.00 LIVE NATION ENTERTMNT INC | $4,264 | $4,275 |
| 58.00 TAKE-2 INTERACTIVE | $12,623 | $14,849 |
| 2.00 MERCADOLIBRE INC | $3,696 | $4,028 |
| 186.00 AMAZON.COM INC | $24,205 | $42,932 |
| 33.00 HILTON WORLDWIDE HOLDINGS | $5,478 | $9,479 |
| 12.00 COSTCO WHSL CORP NEW | $9,902 | $10,348 |
| 116.00 WALMART INC | $10,482 | $12,923 |
| 138.00 BAKER HUGHES COMPANY | $6,624 | $6,284 |
| 58.00 EXXON MOBIL CORP | $6,693 | $6,979 |
| 93.00 CONOCOPHILLIPS | $5,967 | $8,705 |
| 356.00 BANK OF AMERICA CORP | $13,084 | $19,580 |
| 77.00 JPMORGAN CHASE & CO | $18,118 | $24,810 |
| 22.00 S&P GLOBAL INC. | $9,744 | $11,496 |
| 91.00 INTERCONTINENTAL EXCHG INC | $13,580 | $14,738 |
| 62.00 INTERACTIVE BROKER | $4,216 | $3,987 |
| 15.00 MSCI INC | $8,492 | $8,605 |
| 272.00 BROOKFIELD CORPORATION | $10,670 | $12,482 |
| 64.00 APOLLO GLOBAL MANAGEMENT I | $9,666 | $9,264 |
| 79.00 VISA INC | $21,072 | $27,706 |
| 28.00 CAPITAL ONE FINANCIAL | $6,477 | $6,786 |
| 13.00 THERMO FISHER SCIENTIFIC | $3,718 | $7,532 |
| 14.00 MCKESSON CORP | $9,141 | $11,484 |
| 28.00 UNITEDHEALTH GROUP INC | $8,418 | $9,243 |
| 152.00 BOSTON SCIENTIFIC CORP | $14,324 | $14,493 |
| 37.00 DANAHER CORP | $5,319 | $8,470 |
| 85.00 ABBVIE INC | $18,393 | $19,421 |
| 20.00 INTUITIVE SURGICAL | $10,101 | $11,327 |
| 29.00 CENCORA INC | $7,492 | $9,794 |
| 33.00 REPUBLIC SERVICES INC | $7,318 | $6,993 |
| 5.00 QUANTA SERVICES INC | $2,185 | $2,110 |
| 16.00 CATERPILLAR INC | $9,401 | $9,165 |
| 4.00 GE VERNOVA LLC | $2,570 | $2,614 |
| 44.00 XPO INC | $6,411 | $5,980 |
| 15.00 NORTHROP GRUMMAN CORP | $7,095 | $8,553 |
| 147.00 TRANSUNION | $11,010 | $12,605 |
| 53.00 HOWMET AEROSPACE INC | $6,735 | $10,866 |
| 55.00 SERVICENOW INC | $8,904 | $8,425 |
| 30.00 TAIWAN SEMI MFG CO ADR | $8,728 | $9,116 |
| 27.00 PALO ALTO NETWORKS INC | $5,008 | $4,973 |
| 85.00 FORTINET INC | $7,659 | $6,749 |
| 86.00 BROADCOM INC | $20,504 | $29,764 |
| 12.00 ASML HOLDING | $9,103 | $12,991 |
| 61.00 APPLIED MATERIALS | $11,846 | $15,676 |
| 201.00 APPLE INC | $31,341 | $54,643 |
| 8.00 CADENCE DESIGN SYSTEMS INC | $2,423 | $2,500 |
| 118.00 MICROSOFT CORP | $41,749 | $57,067 |
| 36.00 GARTNER INC CL A | $11,305 | $9,082 |
| 403.00 NVIDIA CORP | $38,855 | $75,159 |
| 33.00 HOLCIM LTD | $3,040 | $3,235 |
| 102.00 CRH PLC | $9,774 | $12,729 |
| 13.00 HEIDELBERG MATERIALS AG | $3,203 | $3,409 |
| 24.00 SHERWIN-WILLIAMS CO | $7,925 | $7,776 |
| 165.00 ISHRS MSCI EAFE IND FND | $15,222 | $15,844 |
| 187.00 NEXTERA ENERGY INC | $14,430 | $15,012 |
| 106.00 AMEREN CORP | $8,937 | $10,585 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DIFFERENCE BETWEEN FMV AND TAX BASIS OF DONATED STOCK | $503,096 |
| TRUNCATION | $4 |
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 | $1,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEE CREDIT | Desc |
| Revenue And Expenses Per Books | $3,402 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,402 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,402 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $154 | $72 | $0 |
| ESTIMATED TAX | $16,000 | $0 | $0 |
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