HURSEY FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
HURSEY FAMILY FOUNDATION (EIN 83-0583410)
Tax period
2022-06-01 to 2023-05-31
Filed
2023-08-18
IRS object ID
202312309349100611
Schema version
2022v5.0
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)
Return2023-08-18T13:58:19-04:00ReturnTs
Tax Period End2023-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061087662PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BARR NICKLIS GORSKI & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 254AddressLine1Txt
CityBRISTOLCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06011ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN830583410EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HURSEY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHURSBusinessNameControlTxt
Phone8605840511PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line127 KEENEY AVENUEAddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06107ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFRANCIS X HURSEYPersonNm
Person TitleFRANCIS X HURSEYPersonTitleTxt
Phone8605840511PhoneNum
Signature2023-08-17SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstFRANCISPersonFirstNm
Person LastHURSEYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREGORY A GORSKIPreparerPersonNm
PTINP01264572PTIN
Phone8605840511PhoneNum
Preparation2023-08-16PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,000FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,326,989ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$1,326,989TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,320,342ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,320,342ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,320,342TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,320,342TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,647ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,353CashBOYAmt
Cash EOY$11,000CashEOYAmt
Cash EOYFMV$11,000CashEOYFMVAmt
Total Assets BOY$4,353TotalAssetsBOYAmt
Total Assets EOY$11,000TotalAssetsEOYAmt
Total Assets EOYFMV$11,000TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$4,353RetainedEarningBOYAmt
Retained Earning EOY$11,000RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,353TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,000TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,353TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,000TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,353TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,647ExcessRevenueOverExpensesAmt
Subtotal$11,000SubtotalAmt
Tot Net Ast Or Fund Balances EOY$11,000TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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 ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksFRANCIS X HURSEYIndividualWithBooksNm
Phone8605840511PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line127 KEENEY AVENUEAddressLine1Txt
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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)
PersonFRANCIS X HURSEYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line127 KEENEY AVENUEAddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06107ZIPCd
FieldValueIRS element (for citing)
TitleFRANCIS X HUTitleTxt
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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,000TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$11,000AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$165CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,835NetVlNoncharitableAssetsAmt
Minimum Investment Return$542MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$542MinimumInvestmentReturnAmt
Distributable Before Adj$542DistributableBeforeAdjAmt
Distributable Before Ded$542DistributableBeforeDedAmt
Distributable As Adjusted$542DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,320,342ExpensesAndContributionsAmt
Qualifying Distributions$1,320,342QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$542DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$1,363,124ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$571,567ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$212,573ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$791,917ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,939,181TotalExcessDistributionCyovAmt
Qualifying Distributions$1,320,342QualifyingDistributionsAmt
Applied To Current Year$542AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,319,800RemainingDistriFromCorpusAmt
Total Corpus$4,258,981TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$4,258,981ExcessDistriCyovToNextYrAmt
Excess From Year4$1,363,124ExcessFromYear4Amt
Excess From Year3$571,567ExcessFromYear3Amt
Excess From Year2$212,573ExcessFromYear2Amt
Excess From Year1$791,917ExcessFromYear1Amt
Excess From Current Year$1,319,800ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonFRANCIS X HURSEYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line127 KEENEY AVEAddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06107ZIPCd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BRIDGES TO HOPE
PO BOX 40217TUCSONAZ85717NONECHARITYGENERAL CHARITABLE$100,000
ST THOMAS APOSTLE SCHOOL & CHURCH
872 FARMINGTON AVEWEST HARTFORDCT06119NONECHARITYGENERAL CHARITABLE$10,000
AMY'S ANGELS
14221 SW 120TH ST 118MIAMIFL33186NONECHARITYGENERAL CHARITABLE$10,000
UNIVERSITY OF HARTFORD
200 BLOOMFIELD AVEWEST HARTFORDCT06117NONECHARITYGENERAL CHARITABLE$346,667
ARCHBISHOP'S ANNUAL APPEAL
PO BOX 28HARTFORDCT06141NONECHARITYGENERAL CHARITABLE$10,000
HOLY FAMILY RETREAT CENTER
303 TUNXIS ROADWEST HARTFORDCT06107NONECHARITYGENERAL CHARITABLE$500,000
DILLON HIGH SCHOOL
1730 HIGHWAY 301 NORTHDILLONSC29536NONECHARITYRESTORATION PROJECT$308,000
UMASS MEMORIAL FOUNDATION
333 SOUTH STSHREWBURYMA01545NONECHARITYGENERAL CHARITABLE$30,000
MALTA HOUSE OF CARE FOUNDATION
136 FARMINGTON AVEHARTFORDCT06105NONECHARITYGENERAL CHARITABLE$5,675
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,320,342TotalGrantOrContriPdDurYrAmt

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

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 PersonFRANCIS X HURSEYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line127 KEENEY AVEAddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06107ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,326,989TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.