ANGEL FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ANGEL FOUNDATION (EIN 26-2816498)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-21
- IRS object ID
- 202442349349100409
- Schema version
- 2023v5.1
- 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 Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-21T09:43:29-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 880583367 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPRING STREET TAX RESOURCES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 CENTURY HILL DRIVE SUITE 104 | AddressLine1Txt |
| City | LATHAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262816498 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ANGEL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANGE | BusinessNameControlTxt |
| Phone | 2125495544 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO RCM PO BOX 5016 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101855016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOGAN ANGEL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2125495544 | PhoneNum |
| Signature | 2024-08-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM SULLIVAN | PreparerPersonNm |
| PTIN | P02263405 | PTIN |
| Phone | 5183278353 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $58,622,821 | 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 |
| Interest On Sav Rev And Expnss | $2,586 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,586 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $833,416 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $833,416 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$122,664 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,521,295 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $713,338 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $836,002 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $152,625 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $152,625 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,819 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $4,819 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $117,535 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $78,062 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $39,473 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,910 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,910 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,252 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,252 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $302,141 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $78,062 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $214,079 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,407,790 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,407,790 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,709,931 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $78,062 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,621,869 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$996,593 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $757,940 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,453,247 | CashBOYAmt |
| Cash EOY | $2,086,107 | CashEOYAmt |
| Cash EOYFMV | $2,086,107 | CashEOYFMVAmt |
| Acct Rcvbl | $8,635 | AcctRcvblAmt |
| Acct Rcvbl EOY | $8,635 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $8,635 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $22,580,286 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,580,286 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $56,278,022 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,641,425 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $250,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $250,057 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $250,057 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $25,924,958 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,925,085 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $58,622,821 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $25,924,958 | CapitalStockBOYAmt |
| Capital Stock EOY | $24,925,085 | 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 | $25,924,958 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,925,085 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,924,958 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,925,085 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,924,958 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$996,593 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $24,928,365 | SubtotalAmt |
| Other Decreases | $3,280 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,925,085 | 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 | P | $1,511,547 | $1,643,959 | -$132,412 | -$132,412 |
| CAPITAL GAINS DIVIDENDS | P | $9,748 | $9,748 | $9,748 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$122,664 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,535 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,535 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,535 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,674 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $21,174 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,639 | OverpaymentAmt |
| Applied To ES Tax | $10,639 | 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 | CT | 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 |
| Individual With Books | ROCKEFELLER CO LLC | IndividualWithBooksNm |
| Phone | 2125495544 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 ROCKEFELLER PLAZA 5TH FLOOR | 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 | Yes (1) | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| LOGAN ANGEL | ||||||||
| C/O RCM PO BOX 5016 | NEW YORK | NY | 101855016 | DIRECTOR AND TRUSTEE | 40.00 | $142,625 | $4,819 | $0 |
| MASON ANGEL | ||||||||
| C/O RCM PO BOX 5016 | NEW YORK | NY | 101855016 | TRUSTEE | 1.00 | $10,000 | $0 | $0 |
| DOLORES W ANGEL | ||||||||
| C/O RCM PO BOX 5016 | NEW YORK | NY | 101855016 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEPHEN F ANGEL | ||||||||
| C/O RCM PO BOX 5016 | NEW YORK | NY | 101855016 | TRUSTEE | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKEFELLER CAPITAL MANAGEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5016 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101855016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $78,157 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $51,932,645 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,160,079 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $54,092,724 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $54,092,724 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $811,391 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $53,281,333 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,664,067 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,664,067 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,535 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,535 | TotalTaxAmt |
| Distributable Before Adj | $2,653,532 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,653,532 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,653,532 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,621,869 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,621,869 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,653,532 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $825,132 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,621,869 | QualifyingDistributionsAmt |
| Applied To Year1 | $825,132 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $796,737 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,856,795 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ANKERBERG THEOLOGICAL RESEARCH INSTITUTE | ||||||
| 6928 LEE HWY | CHATTANOOGA | TN | 37421 | PC | GENERAL SUPPORT | $2,000 |
| BAYLOR UNIVERSITY | ||||||
| ONE BEAR PLACE 97026 | WACO | TX | 767987026 | PC | GENERAL SUPPORT | $300,000 |
| BOYS & GIRLS CLUBS OF NEWPORT COUNTY | ||||||
| 95 CHURCH ST | NEWPORT | RI | 02840 | PC | GENERAL SUPPORT | $10,000 |
| CAROLINA CHRISTIAN RADIO INC | ||||||
| PO BOX 957 | WILMINGTON | NC | 28402 | PC | GENERAL SUPPORT | $20,000 |
| CREWS UNITED METHODIST CHURCH | ||||||
| 4150 REIDSVILLE RD | WINSTONSALEM | NC | 27101 | PC | GENERAL SUPPORT | $3,000 |
| ELIJAH'S HEART | ||||||
| 2817 WEST END AVENUE SUITE 126-272 | NASHVILLE | TN | 37203 | PC | GENERAL SUPPORT | $2,000 |
| ENDOMETRIOSIS FOUNDATION OF AMERICA | ||||||
| 872 FIFTH AVE | NEW YORK | NY | 10065 | PC | GENERAL SUPPORT | $5,000 |
| FIRST BAPTIST CHURCH OF DALLAS TX | ||||||
| 1707 SAN JACINTO ST | DALLAS | TX | 75201 | PC | GENERAL SUPPORT | $50,000 |
| NC STATE TREASURER NCSU EFT CLEARING ACCOUNT | ||||||
| 325 N SALISBURY STREET | RALEIGH | NC | 27603 | PC | GENERAL SUPPORT | $875,000 |
| NORTH CAROLINA STATE UNIVERSITY FOUNDATION INC | ||||||
| NCSU BOX 7207 | RALEIGH | NC | 27695 | PC | GENERAL SUPPORT | $50,000 |
| PARK CITIES PRESBYTERIAN CHURCH | ||||||
| 4124 OAK LAWN AVE | DALLAS | TX | 75219 | PC | GENERAL SUPPORT | $1,500 |
| SAMARITAN'S PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 28607 | PC | GENERAL SUPPORT | $10,000 |
| SPACE FOR HUMANITY | ||||||
| 1624 MARKET ST STE 226 41754 | DENVER | CO | 80202 | PC | GENERAL SUPPORT | $25,000 |
| V O C A L - NEW HANOVER COUNTY | ||||||
| 4240 MARKET ST | WILMINGTON | NC | 28403 | PC | GENERAL SUPPORT | $1,000 |
| VILAR PERFORMING ARTS CENTER | ||||||
| PO BOX 3822 | AVON | CO | 81620 | PC | GENERAL SUPPORT | $10,000 |
| VNA OF CENTRAL JERSEY HEATLH GROUP | ||||||
| 23 MAIN STREET SUITE D1 | HOLMDEL | NJ | 07733 | PC | GENERAL SUPPORT | $5,000 |
| YOUNG LIFE | ||||||
| 115 CASHWELL DRIVE | GOLDSBORO | NC | 27534 | PC | GENERAL SUPPORT | $10,000 |
| PENNYS FLIGHT FOUNDATION | ||||||
| 65 DUCK POND ROAD | GLEN COVE | NY | 11542 | PC | GENERAL SUPPORT | $2,077 |
| NETWORK FOR GOOD | ||||||
| 655 15TH ST NW SUITE 650 | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $1,000 |
| THRIVE COUNSELING | ||||||
| 5310 MARKEL RD SUITE 102 | RICHMOND | VA | 23230 | PC | GENERAL SUPPORT | $1,100 |
| NORTH TEXAS FOOD BANK | ||||||
| 3677 MAPLESHADE LANE | PLANO | TX | 75075 | PC | GENERAL SUPPORT | $1,000 |
| CROHN'S & COLITIS FOUNDATION | ||||||
| 4085 CHAIN BRIDGE RD | FAIRFAX | VA | 22030 | PC | GENERAL SUPPORT | $500 |
| COAST GUARD MUTUAL ASSISTANCE INC | ||||||
| 1005 N GLEBE RD STE 220 | ARLINGTON | VA | 22201 | PC | GENERAL SUPPORT | $5,200 |
| BROTHER BILL'S HELPING HAND | ||||||
| 3906 NORTH WESTMORELAND ROAD | DALLAS | TX | 75212 | PC | GENERAL SUPPORT | $1,543 |
| ASHLEY TREATMENT | ||||||
| 800 TYDINGS LANE | HAVRE DE GRACE | MD | 21078 | PC | GENERAL SUPPORT | $5,000 |
| PRISON FELLOWSHIP MINISTRIES | ||||||
| 44180 RIVERSIDE PKWY | LANSDOWNE | VA | 20176 | PC | GENERAL SUPPORT | $1,000 |
| SALVATION ARMY SOUTH | ||||||
| 16941 KEEGAN AVENUE | CARSON | CA | 90746 | PC | GENERAL SUPPORT | $1,040 |
| KATY TRAIL | ||||||
| KATY RD | JEFFERSON CITY | MO | 65043 | PC | GENERAL SUPPORT | $500 |
| UPLIFTING ATHLETES | ||||||
| 950 ORCHARD AVE | CAMP HILL | PA | 17011 | PC | GENERAL SUPPORT | $1,120 |
| DALLAS CHILDREN'S ADVOCACY CENTER | ||||||
| 5351 SAMUELL BLVD | DALLAS | TX | 75228 | PC | GENERAL SUPPORT | $2,000 |
| JUNIOR LEAGUE OF DALLAS INC | ||||||
| 8003 INWOOD RD | DALLAS | TX | 75209 | PC | GENERAL SUPPORT | $1,000 |
| GREEN OAKS EDUCATION AND SUPPORT INC | ||||||
| 500 HOUSTON STREET | ARLINGTON | TX | 76011 | PC | GENERAL SUPPORT | $1,000 |
| THRIVE COUNSELING SERVICES | ||||||
| 2803 TAYLOR STREET | DALLAS | TX | 75226 | PC | GENERAL SUPPORT | $1,000 |
| NORTH TEXAS FOOD BANK | ||||||
| 3677 MAPLESHADE LANE | PLANO | TX | 75075 | PC | GENERAL SUPPORT | $1,000 |
| THE STEWPOT | ||||||
| 1835 YOUNG STREET | DALLAS | TX | 75201 | PC | GENERAL SUPPORT | $1,000 |
| NORTH TEXAS GIVING DAY - TIP FUND | ||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | PC | GENERAL SUPPORT | $210 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,407,790 | 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 | $2,586 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $833,416 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$122,664 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $713,338 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $713,338 | 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 Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BOEING CO | $84,074 | $529,400 |
| CATERPILLAR INC COM | $117,307 | $678,267 |
| DEVON ENERGY CORP NEW | $204,016 | $158,550 |
| GE HEALTHCARE TECHNOLOGIES INC COMMON | $16,768 | $31,237 |
| GENERAL ELECTRIC CO COM NEW | $63,576 | $154,815 |
| GOLDMAN SACHS GROUP INC COM USD0.01 | $88,946 | $385,770 |
| LINDE PLC COM EURO0.01 | $21,309,140 | $53,544,673 |
| PHILIP MORRIS INTERNATIONAL INC COM NPV | $177,494 | $188,160 |
| PIONEER NATURAL RESOURCES CO COM USD0.01 | $107,847 | $112,440 |
| PPG INDUSTRIES INC COM1.666 | $39,053 | $149,550 |
| REAVES UTILITY INCOME FUND | $192,185 | $160,440 |
| VERIZON COMMUNICATIONS INC | $102,027 | $75,400 |
| 3M CO | $77,853 | $109,320 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOALLY INVESTMENT | $250,000 | $250,000 | $250,000 |
| DUE FROM OFFICER | $57 | $57 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENTS TO COST BASIS | Desc |
| Amt | $3,280 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL FEES | $323 | $0 | $323 |
| INVESTMENT FEES | $78,062 | $78,062 | $0 |
| ADVERTISING | $39,150 | $0 | $39,150 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $10,910 | $0 | $10,910 |
| FEDERAL TAX PAYMENTS | $10,000 | $0 | $0 |