DIGEL FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
DIGEL FAMILY FOUNDATION (EIN 52-2444149)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-16
IRS object ID
202332899349101508
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)
Return2023-10-16T15:11:27-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-10-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJANEPersonFirstNm
Person LastDIGELPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
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
Preparation2023-10-11PreparationDt
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$272,859FMVAssetsEOYAmt
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$283InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$283InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$283InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$12,408DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,408DividendsNetInvstIncmAmt
Dividends Adj Net Incm$12,408DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$62,591NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$67,259GrossSalesPriceAmt
Other Income Rev And Expnss$100OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$100OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$100OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$75,382TotalRevAndExpnssAmt
Total Net Invst Incm$12,791TotalNetInvstIncmAmt
Total Adj Net Incm$12,791TotalAdjNetIncmAmt
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$114,664ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$114,664ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$114,664TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$114,664TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$39,282ExcessRevenueOverExpensesAmt
Net Investment Income$12,791NetInvestmentIncomeAmt
Adjusted Net Income$12,791AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$1CashBOYAmt
Corporate Stock BOY$382,555CorporateStockBOYAmt
Corporate Stock EOY$92,884CorporateStockEOYAmt
Corporate Stock EOYFMV$252,174CorporateStockEOYFMVAmt
Other Investments BOY$22,382OtherInvestmentsBOYAmt
Other Investments EOY$20,685OtherInvestmentsEOYAmt
Other Investments EOYFMV$20,685OtherInvestmentsEOYFMVAmt
Total Assets BOY$404,936TotalAssetsBOYAmt
Total Assets EOY$113,569TotalAssetsEOYAmt
Total Assets EOYFMV$272,859TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$404,936NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$113,569NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$404,936TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$113,569TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$404,936TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$113,569TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$404,936TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$39,282ExcessRevenueOverExpensesAmt
Other Increases$37,212OtherIncreasesAmt
Subtotal$402,866SubtotalAmt
Other Decreases$289,297OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$113,569TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$178InvestmentIncomeExciseTaxAmt
Subtotal$178SubtotalAmt
Tax Based On Investment Income$178TaxBasedOnInvestmentIncomeAmt
Tax Due$178TaxDueAmt

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$265,738AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$154,560AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$420,298TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$420,298AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,304CashDeemedCharitableAmt
Net Vl Noncharitable Assets$413,994NetVlNoncharitableAssetsAmt
Minimum Investment Return$20,700MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$20,700MinimumInvestmentReturnAmt
Tax Based On Investment Income$178TaxBasedOnInvestmentIncomeAmt
Total Tax$178TotalTaxAmt
Distributable Before Adj$20,522DistributableBeforeAdjAmt
Distributable Before Ded$20,522DistributableBeforeDedAmt
Distributable As Adjusted$20,522DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$114,664ExpensesAndContributionsAmt
Qualifying Distributions$114,664QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$20,522DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$152,008ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$58,180ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$120,450ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$68,755ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$399,393TotalExcessDistributionCyovAmt
Qualifying Distributions$114,664QualifyingDistributionsAmt
Applied To Current Year$20,522AppliedToCurrentYearAmt
Remaining Distri From Corpus$94,142RemainingDistriFromCorpusAmt
Total Corpus$493,535TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$152,008ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$341,527ExcessDistriCyovToNextYrAmt
Excess From Year4$58,180ExcessFromYear4Amt
Excess From Year3$120,450ExcessFromYear3Amt
Excess From Year1$68,755ExcessFromYear1Amt
Excess From Current Year$94,142ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARCHBISHOP ANNUAL APPEAL
134 FARMINGTON AVEHARTFORDCT06105N/AGENERAL SUPPORT$500
CAPITOL SQUASH
300 SUMMIT STREETHARTFORDCT06106N/AGENERAL SUPPORT$2,250
CHARTER OAK CULTURAL CENTER
21 CHARTER OAK AVENUEHARTFORDCT06106N/AGENERAL SUPPORT$1,000
COVENANT PREPARATORY SCHOOL
135 BROAD STREETHARTFORDCT06105N/AGENERAL SUPPORT$105,954
SIMSBURY POLINATOR PATHWAY
81 CANTON ROADWEST SIMSBURYCT06092N/AGENERAL SUPPORT$100
GRACE ACADEMY
277 MAIN STREETHARTFORDCT06106N/AGENERAL SUPPORT$1,000
HAMLIN MEMORIAL
123 SOUTH MECHANIC STSMETHPORTPA16749N/AGENERAL SUPPORT$1,200
JDPP
75 CHARTER OAK AVENUEHARTFORDCT06106N/AGENERAL SUPPORT$500
MOUNT HOLYOKE COLLEGE
50 COLLEFGE STREETSOUTH HADLEYMA01075N/AGENERAL SUPPORT$1,000
THE VILLAGE FOR FAMILY & CHILDREN
1680 ALBANY AVEHARTFORDCT06105N/AGENERAL SUPPORT$134
UNITED WAY
1344 SILAS DEANE HWYROCKY HILLCT06067N/AGENERAL SUPPORT$1,026
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$114,664TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$283RelatedOrExemptFunctionIncmAmt

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$62,591RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescSHEM CREEK CAPITAL FUND 2Desc
Related Or Exempt Function Incm$100RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$75,382RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$75,382TotalIncomeProducingActyAmt

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

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
TESLA INC2015-03PURCHASE2022-11$59,760$4,668$55,092
SHEM CREEK CAPITAL FUND 1 LLC DISTPURCHASE2022-02$7,499$7,499

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEY 549 246StockNm
EOY Book Value$92,884EOYBookValueAmt
EOYFMV$252,174EOYFMVAmt

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$20,685BookValueAmt
EOYFMV$20,685EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
SHEM 2 EXCESS BUS INT EXP$1,797
REIMBURSEMENT TO COVENANT SCHOOL OF BRIDGEPORT$287,500

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSHEM CREEK CAPITAL FUND 2Desc
Revenue And Expenses Per Books$100RevenueAndExpensesPerBooksAmt
Net Investment Income$100NetInvestmentIncomeAmt
Adjusted Net Income$100AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
CONTRIBUTIONS CASH - TO MS$32,544
CONTRIBUTION OF TESLA STOCK TO MS$4,668

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