DIGEL FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
DIGEL FAMILY FOUNDATION (EIN 52-2444149)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-17
IRS object ID
202502909349100800
Schema version
2024v5.2
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)
Return2025-10-17T09:26:07-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN111986323PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1185 ASYLUM ST 25TH FL CITYPLACEAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

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 DIGELPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8608103862PhoneNum
Signature2025-10-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS J FILOMENO CPAPreparerPersonNm
PTINP00358544PTIN
Phone8607600600PhoneNum
Preparation2025-10-17PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$288,685FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$52,743ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$25,287DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,287DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$60,298NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$112,241GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$60,298CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$138,328TotalRevAndExpnssAmt
Total Net Invst Incm$85,585TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Interest Rev And Expnss$22InterestRevAndExpnssAmt
Interest Net Invst Incm$22InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$998TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,020TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$22TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$90,539ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$90,539ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$91,559TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$22TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$90,539TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$46,769ExcessRevenueOverExpensesAmt
Net Investment Income$85,563NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$41,532SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$88,301SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$88,301SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$83,160CorporateStockBOYAmt
Corporate Stock EOY$83,160CorporateStockEOYAmt
Corporate Stock EOYFMV$198,528CorporateStockEOYFMVAmt
Other Investments BOY$1,856OtherInvestmentsBOYAmt
Other Investments EOY$1,856OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,856OtherInvestmentsEOYFMVAmt
Total Assets BOY$126,548TotalAssetsBOYAmt
Total Assets EOY$173,317TotalAssetsEOYAmt
Total Assets EOYFMV$288,685TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$126,548NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$173,317NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$126,548TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$173,317TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$126,548TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$173,317TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$126,548TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$46,769ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$173,317SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$173,317TotNetAstOrFundBalancesEOYAmt

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$112,241GrossSalesPriceAmt
Cost Or Other Basis$51,943CostOrOtherBasisAmt
Gain Or Loss$60,298GainOrLossAmt
Gains Minus Excess Or Losses$60,298GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$60,298CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,189InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,189SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,189TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$800EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$900ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,700TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$9EsPenaltyAmt
Overpayment$502OverpaymentAmt
Applied To ES Tax$502AppliedToESTaxAmt
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 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 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$189,242AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$84,681AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,856FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$275,779TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$275,779AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,137CashDeemedCharitableAmt
Net Vl Noncharitable Assets$271,642NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,582MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,582MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,189TaxBasedOnInvestmentIncomeAmt
Total Tax$1,189TotalTaxAmt
Distributable Before Adj$12,393DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$12,393DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$12,393DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$90,539ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$90,539QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,393DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$120,450ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$68,755ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$94,142ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$95,873ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$379,220TotalExcessDistributionCyovAmt
Qualifying Distributions$90,539QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$12,393AppliedToCurrentYearAmt
Remaining Distri From Corpus$78,146RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$457,366TotalCorpusAmt
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$120,450ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$336,916ExcessDistriCyovToNextYrAmt
Excess From Year3$68,755ExcessFromYear3Amt
Excess From Year2$94,142ExcessFromYear2Amt
Excess From Year1$95,873ExcessFromYear1Amt
Excess From Current Year$78,146ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CAPITAL SQUASH
300 SUMMIT STREETHARTFORDCT06106N/APCTO SUPPORT FOR STUDENTS.$527
CHARTER OAK CULTURAL CENTER
21 CHARTER OAK AVENUEHARTFORDCT06106N/APCTO SUPPORT FOR THE PERFORMING ARTS.$1,000
COVENANT PREPARATORY SCHOOL INC
474 WOODLAND STREETHARTFORDCT06112N/APCTO SUPPORT FOR STUDENT SCHOLARSHIPS.$86,000
GRACE ACADEMY INC
457 MAIN STREETHARTFORDCT06103N/APCTO SUPPORT INCLUSIVE AND DYNAMIC LEARNING ENVIRONMENT.$1,000
JUSTICE DANCE PERFORMANCE PROJECT INC
75 CHARTER OAK AVE BUILDING ONEHARTFORDCT06106N/APCTO SUPPORT YOUTH AND ADULTS IMPACTED BY INCARCERATION.$500SUITE 206
TEAM UP INC
PO BOX 1249DANBURYCT06813N/APCTO EMPOWER YOUTH IN NIGERIA WITH MUNA-TARE.$500
TRINITY ACADEMY HARTFORD INC
10 WOODLAND STREETHARTFORDCT06105N/APCTO SUPPORT TUITION FOR STUDENTS FROM DIVERSE AND UNDERSERVED COMMUNITIES.$512
TRUSTEES OF MOUNT HOLYOKE COLLEGE
50 COLLEGE STREETSOUTH HADLEYMA06127N/APCTO SUPPORT STUDENT SCHOLARSHIPS.$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$90,539TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,287ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$60,298ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescSHEM CREEK CAPITAL FUNDDesc

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$85,585ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$85,585TotalIncomeProducingActyAmt

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

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 PersonJANE A DIGELContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line124 VAN BUREN AVENUEAddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06107ZIPCd
FieldValueIRS element (for citing)
Total Contributions$52,743TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property670 SHARES OF INVESCO S&P 500 EQUAL WEIGHTNoncashPropertyDesc
Fair Market Value$52,743FairMarketValueAmt
Received2024-05-17ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock1034 SHARES HAMLIN BK & TR CO SMETHPORT PA (HMLN)StockNm
EOY Book Value$83,160EOYBookValueAmt
EOYFMV$198,528EOYFMVAmt

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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$998Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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