DIGEL FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
DIGEL FAMILY FOUNDATION (EIN 52-2444149)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-08-28
IRS object ID
202442419349100014
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-28T12:15:33-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061218594PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BUDWITZ & MEYERJACK PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1322 MAIN STAddressLine1Txt
CityFARMINGTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06032ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522444149EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DIGEL FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDIGEBusinessNameControlTxt
Phone8608103862PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line124 VAN BUREN AVENUEAddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06107ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJANE A DIGELPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8608103862PhoneNum
Signature2024-08-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL A ZIEBKA CPAPreparerPersonNm
PTINP01284445PTIN
Phone8606774697PhoneNum
Preparation2024-08-28PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$219,169FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$376InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$376InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$12,408DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,408DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$45,249NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$121,161GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$45,249CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$372OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$372OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$57,661TotalRevAndExpnssAmt
Total Net Invst Incm$57,661TotalNetInvstIncmAmt
Interest Rev And Expnss$20InterestRevAndExpnssAmt
Interest Net Invst Incm$20InterestNetInvstIncmAmt
Other Expenses Rev And Expnss$3,655OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,655OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,675TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,675TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$102,115ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$102,115ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$105,790TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,675TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$102,115TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$48,129ExcessRevenueOverExpensesAmt
Net Investment Income$53,986NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY-$1CashEOYAmt
Sav And Temp Cash Invst BOY$9,724SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$41,533SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$41,533SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$83,160CorporateStockBOYAmt
Corporate Stock EOY$83,160CorporateStockEOYAmt
Corporate Stock EOYFMV$175,780CorporateStockEOYFMVAmt
Other Investments BOY$20,685OtherInvestmentsBOYAmt
Other Investments EOY$1,856OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,856OtherInvestmentsEOYFMVAmt
Total Assets BOY$113,569TotalAssetsBOYAmt
Total Assets EOY$126,548TotalAssetsEOYAmt
Total Assets EOYFMV$219,169TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$113,569NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$126,548NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$113,569TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$126,548TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$113,569TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$126,548TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$113,569TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$48,129ExcessRevenueOverExpensesAmt
Other Increases$75,911OtherIncreasesAmt
Subtotal$141,351SubtotalAmt
Other Decreases$14,803OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$126,548TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$121,161GrossSalesPriceAmt
Cost Or Other Basis$75,912CostOrOtherBasisAmt
Gain Or Loss$45,249GainOrLossAmt
Gains Minus Excess Or Losses$45,249GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$45,249CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$45,249NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$750InvestmentIncomeExciseTaxAmt
Subtotal$750SubtotalAmt
Tax Based On Investment Income$750TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$9EsPenaltyAmt
Tax Due$759TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJANE A DIGELIndividualWithBooksNm
Phone8608103862PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line124 VAN BUREN AVEAddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06107ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJANE A DIGELPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line124 VAN BUREN AVEAddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06107ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$209,385AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$25,628AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$235,013TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$235,013AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$95,178CashDeemedCharitableAmt
Net Vl Noncharitable Assets$139,835NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,992MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,992MinimumInvestmentReturnAmt
Tax Based On Investment Income$750TaxBasedOnInvestmentIncomeAmt
Total Tax$750TotalTaxAmt
Distributable Before Adj$6,242DistributableBeforeAdjAmt
Distributable Before Ded$6,242DistributableBeforeDedAmt
Distributable As Adjusted$6,242DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$102,115ExpensesAndContributionsAmt
Qualifying Distributions$102,115QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,242DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$58,180ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$120,450ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$68,755ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$94,142ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$341,527TotalExcessDistributionCyovAmt
Qualifying Distributions$102,115QualifyingDistributionsAmt
Applied To Current Year$6,242AppliedToCurrentYearAmt
Remaining Distri From Corpus$95,873RemainingDistriFromCorpusAmt
Total Corpus$437,400TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$58,180ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$379,220ExcessDistriCyovToNextYrAmt
Excess From Year4$120,450ExcessFromYear4Amt
Excess From Year2$68,755ExcessFromYear2Amt
Excess From Year1$94,142ExcessFromYear1Amt
Excess From Current Year$95,873ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CAPITOL SQUASH
300 SUMMIT STREETHARTFORDCT06106N/AGENERAL SUPPORT$2,000
CHARTER OAK CULTURAL CENTER
21 CHARTER OAK AVENUEHARTFORDCT06106N/AGENERAL SUPPORT$1,000
CONNECTICUT PUBLIC ACCESS
1049 ASYLUM AVENUEHARTFORDCT06105N/AGENERAL PURPOSE$75
COVENANT PREPARATORY SCHOOL
135 BROAD STREETHARTFORDCT06105N/AGENERAL SUPPORT$85,000
HABITAT FOR HUMANITY
377 BROAD STREETNEW LONDONCT06320N/AGENERAL SUPPORT$10,000
JDPP
75 CHARTER OAK AVENUEHARTFORDCT06106N/AGENERAL SUPPORT$1,750
MOUNT HOLYOKE COLLEGE
50 COLLEFGE STREETSOUTH HADLEYMA01075N/AGENERAL SUPPORT$500
JOHNNY'S JOG FOR CHARITY INC
PO BOX 270154WEST HARTFORDCT06127N/AGENERAL SUPPORT$290
OKEMO VALLEY
57 POND STREETLUDLOWVT05149N/AGENERAL SUPPORT$1,000
TRINITY ACADEMY
120 SIGOURNEY STREETHARTFORDCT06105N/AGENERAL SUPPORT$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$102,115TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$376RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$12,408RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$45,249RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescSHEM CREEK CAPITAL FUND 2Desc
Related Or Exempt Function Incm-$372RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$57,661RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$57,661TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INTEREST EARNED WILL BE USED TO FUND FUTURE GRANTS.
4THE DIVIDENDS EARNED WILL BE USED TO FUND FUTURE GRANTS.
8GAINS FROM SALES OF ASSETS WILL BE USED TO FUND FUTURE GRA
11AOTHER INVESTMENT INCOME WILL BE USED TO FUND FUTURE GRANTS
11BOTHER INVESTMENT INCOME WILL BE USED TO FUND FUTURE GRANTS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEY 549 246StockNm
EOY Book Value$83,160EOYBookValueAmt
EOYFMV$175,780EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSHEM CREEK CAPITAL FUND 2, LLCCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,856BookValueAmt
EOYFMV$1,856EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
SHEM 2 OTHER DEDUCTIONS$5,355
SHEM 2 WITHDRAWALS$9,448

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
SHEM CHREEK CAP FUND II 1231$3,655$3,655

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSHEM CREEK CAPITAL FUND 2Desc
Revenue And Expenses Per Books-$372RevenueAndExpensesPerBooksAmt
Net Investment Income-$372NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
CONTRIBUTION OF INVESCO STOCK TO MS$37,290
CONTRIBUTION OF ISHARE STOCK$38,621

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