DIGEL FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
DIGEL FAMILY FOUNDATION (EIN 52-2444149)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202203199349102685
Schema version
2021v4.0
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)
Return2022-11-15T12:12:15-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-11-15SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL A ZIEBKA CPAPreparerPersonNm
PTINP01284445PTIN
Phone8606774697PhoneNum
Preparation2022-10-20PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$610,263FMVAssetsEOYAmt
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$7InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$7InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$11,374DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,374DividendsNetInvstIncmAmt
Dividends Adj Net Incm$11,374DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$21,018NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$21,818GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$21,018CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$10,369OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$10,369OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm-$10,369OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$22,030TotalRevAndExpnssAmt
Total Net Invst Incm$22,030TotalNetInvstIncmAmt
Total Adj Net Incm$1,012TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,475AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,475TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$68,755ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$68,755ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$71,230TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$68,755TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$49,200ExcessRevenueOverExpensesAmt
Net Investment Income$22,030NetInvestmentIncomeAmt
Adjusted Net Income$1,012AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY-$1CashEOYAmt
Corporate Stock BOY$163,388CorporateStockBOYAmt
Corporate Stock EOY$382,555CorporateStockEOYAmt
Corporate Stock EOYFMV$587,881CorporateStockEOYFMVAmt
Other Investments BOY$42,231OtherInvestmentsBOYAmt
Other Investments EOY$22,382OtherInvestmentsEOYAmt
Other Investments EOYFMV$22,382OtherInvestmentsEOYFMVAmt
Total Assets BOY$205,619TotalAssetsBOYAmt
Total Assets EOY$404,936TotalAssetsEOYAmt
Total Assets EOYFMV$610,263TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$205,619NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$404,936NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$205,619TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$404,936TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$205,619TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$404,936TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$205,619TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$49,200ExcessRevenueOverExpensesAmt
Other Increases$257,998OtherIncreasesAmt
Subtotal$414,417SubtotalAmt
Other Decreases$9,481OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$404,936TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyTESLAPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2015-03-23AcquiredDt
Sold2021-11-17SoldDt
Gross Sales Price$21,818GrossSalesPriceAmt
Cost Or Other Basis$800CostOrOtherBasisAmt
Gain Or Loss$21,018GainOrLossAmt
Gains Minus Excess Or Losses$21,018GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$21,018CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$306InvestmentIncomeExciseTaxAmt
Subtotal$306SubtotalAmt
Tax Based On Investment Income$306TaxBasedOnInvestmentIncomeAmt
Tax Due$306TaxDueAmt

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 Pos1.00AverageHrsPerWkDevotedToPosRt
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$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$306TaxBasedOnInvestmentIncomeAmt
Total Tax$306TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$68,755ExpensesAndContributionsAmt
Qualifying Distributions$68,755QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$180,165ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$152,008ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$58,180ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$120,450ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$510,803TotalExcessDistributionCyovAmt
Qualifying Distributions$68,755QualifyingDistributionsAmt
Remaining Distri From Corpus$68,755RemainingDistriFromCorpusAmt
Total Corpus$579,558TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$180,165ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$399,393ExcessDistriCyovToNextYrAmt
Excess From Year4$152,008ExcessFromYear4Amt
Excess From Year3$58,180ExcessFromYear3Amt
Excess From Year2$120,450ExcessFromYear2Amt
Excess From Current Year$68,755ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER ASSOC
200 EXECUTIVE BLVDSOUTHINGTONCT06489N/AGENERAL SUPPORT$250
ARCHBISHOP ANNUAL APPEAL
134 FARMINGTON AVEHARTFORDCT06105N/AGENERAL SUPPORT$500
ASPCA
424 E 92ND STNEW YORKNY10128N/AGENERAL SUPPORT$20
CAPITOL SQUASH
300 SUMMIT STREETHARTFORDCT06106N/AGENERAL SUPPORT$250
CCADV
655 WINDING BROOK DRIVEGLASTONBURYCT06033N/AGENERAL SUPPORT$100
CHARTER OAK CULTURAL CENTER
21 CHARTER OAK AVENUEHARTFORDCT06106N/AGENERAL SUPPORT$1,000
COVENANT PREPARATORY SCHOOL
135 BROAD STREETHARTFORDCT06105N/AGENERAL SUPPORT$52,000
FOOTWEAR WITH CARE
1003 B FARMINGTON AVEWEST HARTFORDCT06107N/AGENERAL SUPPORT$100
GRACE ACADEMY
277 MAIN STREETHARTFORDCT06106N/AGENERAL SUPPORT$1,000
HARTFORD FOUNDATION FOR PUBLIC GIV
10 COLUMBUS BLVDHARTFORDCT06106N/AGENERAL SUPPORT$1,500
HORIZONS AT THE ETHEL WALKER SCHOOL
230 BUSHY HILL ROADSIMSBURYCT06070N/AGENERAL SUPPORT$100
JDPP
75 CHARTER OAK AVENUEHARTFORDCT06106N/AGENERAL SUPPORT$2,615
NAMI CT
1030 NEW BRITAIN AVEWEST HARTFORDCT06110N/AGENERAL SUPPORT$100
NORTHWEST CATHOLIC
29 WAMPANOAG DRWEST HARTFORDCT06117N/AGENERAL SUPPORT$8,000
THE VILLAGE FOR FAMILY & CHILDREN
1680 ALBANY AVEHARTFORDCT06105N/AGENERAL SUPPORT$207
TRINITY ACADEMY
120 SIGOURNEY STHARTFORDCT06105N/AGENERAL SUPPORT$500
UNITED WAY
1344 SILAS DEANE HWYROCKY HILLCT06067N/AGENERAL SUPPORT$513
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$68,755TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$7RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$11,374RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$21,018RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
SHEM CREEK CAPITAL FUND 1-$7,324
SHEM CREEK CAPITAL FUND 2-$3,045

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$22,030RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$22,030TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTEPLITZKY & CO PCCategoryTxt
Amt$2,475Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEY 549 246StockNm
EOY Book Value$382,555EOYBookValueAmt
EOYFMV$587,881EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
SHEM CREEK CAPITAL FUND 1, LLCAT COST
SHEM CREEK CAPITAL FUND 2, LLCAT COST$22,382$22,382

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
SHEM 1 DISTRIBUTIONS$9,149
SHEM 1 709A COST ADJ$332

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
SHEM CREEK CAPITAL FUND 1-$7,324-$7,324-$7,324
SHEM CREEK CAPITAL FUND 2-$3,045-$3,045-$3,045

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDescAmtAmt
CONTRIBUTIONS CASH - TO MS$255,000
CONTRIBUTIONS TESLA STOCK - TO MS$800
CONTRIBUTIONS FROM SHEM 1 - TO MS$2,198

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