DIGEL FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
DIGEL FAMILY FOUNDATION (EIN 52-2444149)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-13
IRS object ID
201903179349101910
Schema version
2018v3.1
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)
Return2019-11-13T13:49:47-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN060962537PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TEPLITZKY & CMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE BRADLEY RD BUILDING 600AddressLine1Txt
CityWOODBRIDGECityNm
State AbbreviationCTStateAbbreviationCd
ZIP06525ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

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
Phone8605215482PhoneNum

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 DIGELPersonNm
Person TitlePRESIDENT & TREASURERPersonTitleTxt
Phone8605215482PhoneNum
Signature2019-11-04SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY A TEPLITZKYPreparerPersonNm
PTINP00275166PTIN
Phone2033870852PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.220.201.202IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-04IPDt
IP Tm14:50:33IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id02AA5D42C9B74B6ECD3609BB37964784455BBA2AAtSubmissionCreationDeviceId
At Submission Filing Device IdAC9D14E553367215085602F01E4FAC733D6D9125AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$404,244FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$11,692DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,692DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$12,336NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$49,394GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$12,336CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,060OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$5,060OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$29,088TotalRevAndExpnssAmt
Total Net Invst Incm$29,088TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,257TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,482TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$77,950ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$77,950ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$82,432TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$77,950TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$53,344ExcessRevenueOverExpensesAmt
Net Investment Income$29,088NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$12,530SavAndTempCashInvstBOYAmt
Corporate Stock BOY$103,400CorporateStockBOYAmt
Corporate Stock EOY$97,448CorporateStockEOYAmt
Corporate Stock EOYFMV$357,011CorporateStockEOYFMVAmt
Other Investments BOY$47,931OtherInvestmentsBOYAmt
Other Investments EOY$47,233OtherInvestmentsEOYAmt
Other Investments EOYFMV$47,233OtherInvestmentsEOYFMVAmt
Other Assets BOY$34,014OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$197,875TotalAssetsBOYAmt
Total Assets EOY$144,681TotalAssetsEOYAmt
Total Assets EOYFMV$404,244TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$197,875UnrestrictedBOYAmt
Unrestricted EOY$144,681UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$197,875TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$144,681TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$197,875TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$144,681TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$197,875TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$53,344ExcessRevenueOverExpensesAmt
Other Increases$150OtherIncreasesAmt
Subtotal$144,681SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$144,681TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyHOWARD HUGHES CORPPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2016-04-19AcquiredDt
Sold2018-06-13SoldDt
Gross Sales Price$49,394GrossSalesPriceAmt
Cost Or Other Basis$37,058CostOrOtherBasisAmt
Gain Or Loss$12,336GainOrLossAmt
Gains Minus Excess Or Losses$12,336GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$12,336CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$173,487AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$478,857NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.362294DistributionYr1Rt
Adjusted Qlfy Distri Yr2$208,854AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$604,930NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.345253DistributionYr2Rt
Adjusted Qlfy Distri Yr3$126,383AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$736,652NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.171564DistributionYr3Rt
Adjusted Qlfy Distri Yr4$169,949AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$837,481NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.202929DistributionYr4Rt
Adjusted Qlfy Distri Yr5$130,733AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$875,646NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.149299DistributionYr5Rt
Total Distribution1.231339TotalDistributionRt
Average Distribution0.246268AverageDistributionRt
Net Vl Noncharitable Assets$407,045NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$100,242AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$291NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$100,533AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$77,950QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$582InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$582SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$582TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,400EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,400TotalPaymentsAndCreditsAmt
Es Penalty$10EsPenaltyAmt
Overpayment$808OverpaymentAmt
Applied To ES Tax$808AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJANE DIGELIndividualWithBooksNm
Phone8605215482PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line124 VAN BUREN AVENUEAddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06107ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$357,011AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$47,233FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$413,244TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$413,244AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,199CashDeemedCharitableAmt
Net Vl Noncharitable Assets$407,045NetVlNoncharitableAssetsAmt
Minimum Investment Return$20,352MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$20,352MinimumInvestmentReturnAmt
Tax Based On Investment Income$582TaxBasedOnInvestmentIncomeAmt
Total Tax$582TotalTaxAmt
Distributable Before Adj$19,770DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$19,770DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$19,770DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$77,950ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$77,950QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$77,950AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,770DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$88,631ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$129,523ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$90,134ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$180,165ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$152,008ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$640,461TotalExcessDistributionCyovAmt
Qualifying Distributions$77,950QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$19,770AppliedToCurrentYearAmt
Remaining Distri From Corpus$58,180RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$698,641TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$88,631ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$610,010ExcessDistriCyovToNextYrAmt
Excess From Year4$129,523ExcessFromYear4Amt
Excess From Year3$90,134ExcessFromYear3Amt
Excess From Year2$180,165ExcessFromYear2Amt
Excess From Year1$152,008ExcessFromYear1Amt
Excess From Current Year$58,180ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN DIABETES ASSOC
2451 CRYSTAL DRIVE SUITE 900ARLINGTONVA22202N/AGENERAL SUPPORT$100
ARCHBISHOPS APPEAL
134 FARMINGTON AVENUEHARTFORDCT06105n/AGENERAL SUPPORT$1,000
ASANTE SARA
SOUTH MAIN STWEST HARTFORDCT06107N/AGENERAL SUPPORT$1,000
CHARTER OAK CULTURAL CENTER
21 CHARTER OAK AVENUEHARTFORDCT06106N/AGENERAL SUPPORT$1,500
COVENANT PREPARATORY SCHOOL
135 BROAD STREETHARTFORDCT06105N/AGENERAL SUPPORT$67,000
GRACE ACADEMY
277 MAIN STREETHARTFORDCT06106N/AGENERAL SUPPORT$1,000
HARTFORD PROMISE
750 MAIN STHARTFORDCT06103N/AGENERAL SUPPORT$100
JUDY DWORIN PERFORMANCE PROJECT
233 PEARL STREETHARTFORDCT06103N/AGENERAL SUPPORT$3,500
MEMORIAL SLOAN KETTERING
1275 YORK AVENUENEW YORKNY10065N/AGENERAL SUPPORT$1,000
ST PETER CLAVER
47 PLEASANT STWEST HARTFORDCT06107N/AGENERAL SUPPORT$1,000
THE MOUNT HOLYOKE FUND
50 COLLEGE STREETSOUTH HADLEYMA01075N/AGENERAL SUPPORT$250
TRINITY ACADEMY
120 SIGOURNEY STHARTFORDCT06105N/AGENERAL SUPPORT$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$77,950TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$11,692RelatedOrExemptFunctionIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,060RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$12,336RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$29,088RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$29,088TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4THE DIVIDENDS EARNED WILL BE USED TO FUND FUTURE GRANTS.
7OTHER INVESTMENT INCOME WILL BE USED TO FUND FUTURE GRANTS.
8GAINS FROM SALES OF ASSETS WILL BE USED TO FUND FUTURE GRANTS.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEYStockNm
EOY Book Value$97,448EOYBookValueAmt
EOYFMV$357,011EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
SHEM CREEK CAPITAL FUND IAT COST$17,811$17,811
SHEM CREEK CAPITAL FUND IIAT COST$29,422$29,422

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDISTRIBUTION RECEIVABLE - SHEM CREEK IIDesc
BOY Book Value$34,014BOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICEDesc
Revenue And Expenses Per Books$25RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
SHEM CREEK CAPITAL FUND I PARTNERSHIP INVESTMENT INCOME$1,668$1,668$1,668
SHEM CREEK CAPITAL FUND II PARTNERSHIP INVESTMENT INCOME$3,392$3,392$3,392

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
SHEM CREEK CAPITAL FD I - INCOME ON RETURN NOT ON BOOKS$72
SHEM CREEK CAPITAL FD II - EXPENSES ON BOOKS NOT ON RETURN$78

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$1,257Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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