HURSEY FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: HURSEY FAMILY FOUNDATION (EIN 83-0583410)
Tax period: 2023-06-01 to 2024-05-31
Filed: 2024-08-21
IRS object ID: 202442349349100204
Schema version: 2023v5.0
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

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-08-21T08:38:53-04:00	ReturnTs
Tax Period End	2024-05-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	061087662	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BARR NICKLIS GORSKI & COMPANY PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 254	AddressLine1Txt
City	BRISTOL	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06011	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-06-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	830583410	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HURSEY FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	HURS	BusinessNameControlTxt
Phone	8605840511	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	27 KEENEY AVENUE	AddressLine1Txt
City	WEST HARTFORD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06107	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	FRANCIS X HURSEY	PersonNm
Person Title	FRANCIS X HURSEY	PersonTitleTxt
Phone	8605840511	PhoneNum
Signature	2024-08-21	SignatureDt

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	GREGORY A GORSKI	PreparerPersonNm
PTIN	P01264572	PTIN
Phone	8605840511	PhoneNum
Preparation	2024-08-20	PreparationDt

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	$534	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	$416,450	ContriRcvdRevAndExpnssAmt
Total Rev And Expnss	$416,450	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$0	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$426,916	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$426,916	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$426,916	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$426,916	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$10,466	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$11,000	CashBOYAmt
Cash EOY	$534	CashEOYAmt
Cash EOYFMV	$534	CashEOYFMVAmt
Total Assets BOY	$11,000	TotalAssetsBOYAmt
Total Assets EOY	$534	TotalAssetsEOYAmt
Total Assets EOYFMV	$534	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$11,000	RetainedEarningBOYAmt
Retained Earning EOY	$534	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$11,000	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$534	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$11,000	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$534	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$11,000	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$10,466	ExcessRevenueOverExpensesAmt
Subtotal	$534	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$534	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	CT	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (true)	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	FRANCIS X HURSEY	IndividualWithBooksNm
Phone	8605840511	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	27 KEENEY AVENUE	AddressLine1Txt
City	WEST HARTFORD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06107	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	FRANCIS X HURSEY	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	27 KEENEY AVENUE	AddressLine1Txt
City	WEST HARTFORD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06107	ZIPCd

Field	Value	IRS element (for citing)
Title	FRANCIS X HU	TitleTxt
Average Hrs Per Wk Devoted To Pos	000.00	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
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$534	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$534	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$534	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$8	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$526	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$26	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$26	MinimumInvestmentReturnAmt
Distributable Before Adj	$26	DistributableBeforeAdjAmt
Distributable Before Ded	$26	DistributableBeforeDedAmt
Distributable As Adjusted	$26	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$426,916	ExpensesAndContributionsAmt
Qualifying Distributions	$426,916	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$26	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$1,363,124	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$571,567	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$212,573	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$791,917	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$1,319,800	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$4,258,981	TotalExcessDistributionCyovAmt
Qualifying Distributions	$426,916	QualifyingDistributionsAmt
Applied To Current Year	$26	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$426,890	RemainingDistriFromCorpusAmt
Total Corpus	$4,685,871	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$1,363,124	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$3,322,747	ExcessDistriCyovToNextYrAmt
Excess From Year4	$571,567	ExcessFromYear4Amt
Excess From Year3	$212,573	ExcessFromYear3Amt
Excess From Year2	$791,917	ExcessFromYear2Amt
Excess From Year1	$1,319,800	ExcessFromYear1Amt
Excess From Current Year	$426,890	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	FRANCIS X HURSEY	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	27 KEENEY AVE	AddressLine1Txt
City	WEST HARTFORD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06107	ZIPCd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ST THOMAS APOSTLE SCHOOL & CHURCH
872 FARMINGTON AVE	WEST HARTFORD	CT	06119	NONE	CHARITY	GENERAL CHARITABLE	$10,000
AMY'S ANGELS
14221 SW 120TH ST 118	MIAMI	FL	33186	NONE	CHARITY	GENERAL CHARITABLE	$20,000
UNIVERSITY OF HARTFORD
200 BLOOMFIELD AVE	WEST HARTFORD	CT	06117	NONE	CHARITY	GENERAL CHARITABLE	$346,666
ARCHBISHOP'S ANNUAL APPEAL
PO BOX 28	HARTFORD	CT	06141	NONE	CHARITY	GENERAL CHARITABLE	$10,000
UMASS MEMORIAL FOUNDATION
333 SOUTH ST	SHREWBURY	MA	01545	NONE	CHARITY	GENERAL CHARITABLE	$30,000
MALTA HOUSE OF CARE FOUNDATION
136 FARMINGTON AVE	HARTFORD	CT	06105	NONE	CHARITY	GENERAL CHARITABLE	$5,000
TALCOTT MOUNTAIN SCIENCE CENTER
324 MONTVIDEO ROAD	AVON	CT	06001	NONE	CHARITY	GENERAL CHARITABLE	$5,250

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$426,916	TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	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 Person	FRANCIS X HURSEY	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	27 KEENEY AVE	AddressLine1Txt
City	WEST HARTFORD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06107	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$416,450	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

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