DIGEL FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DIGEL FAMILY FOUNDATION (EIN 52-2444149)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-01
- IRS object ID
- 201822749349100002
- Schema version
- 2017v2.3
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-01T07:58:23-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061411513 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT J KOURY CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 ARAPAHOE ROAD | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522444149 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIGEL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DIGE | BusinessNameControlTxt |
| Phone | 8605215482 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 VAN BUREN AVENUE | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE DIGEL | PersonNm |
| Person Title | PRESIDENT & TREASURER | PersonTitleTxt |
| Phone | 8605215482 | PhoneNum |
| Signature | 2018-10-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT J KOURY | PreparerPersonNm |
| PTIN | P00013364 | PTIN |
| Phone | 8602324779 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $440,865 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $15,797 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,797 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $98,465 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $148,465 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $98,465 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,921 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,921 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $123,183 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $123,183 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $708 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $596 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,804 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $174,719 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $174,719 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $180,523 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $174,719 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$57,340 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $123,183 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,379 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,530 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,530 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $153,400 | CorporateStockBOYAmt |
| Corporate Stock EOY | $103,400 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $346,390 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $93,824 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $47,931 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $47,931 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $708 | OtherAssetsBOYAmt |
| Other Assets EOY | $34,014 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $34,014 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $255,311 | TotalAssetsBOYAmt |
| Total Assets EOY | $197,875 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $440,865 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $255,311 | UnrestrictedBOYAmt |
| Unrestricted EOY | $197,875 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $255,311 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $197,875 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $255,311 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $197,875 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $255,311 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$57,340 | ExcessRevenueOverExpensesAmt |
| Other Increases | $72 | OtherIncreasesAmt |
| Subtotal | $198,043 | SubtotalAmt |
| Other Decreases | $168 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $197,875 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100.000 SHS HAMLIN BK & TR | D | 1997-12-23 | 2017-08-07 | $31,868 | $10,000 | $21,868 | $21,868 |
| 100.000 SHS HAMLIN BK & TR | D | 1997-12-23 | 2017-09-11 | $32,868 | $10,000 | $22,868 | $22,868 |
| 300.000 SHS HAMLIN BK & TR | D | 1997-12-23 | 2017-06-29 | $83,729 | $30,000 | $53,729 | $53,729 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $98,465 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $208,854 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $604,930 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.345253 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $126,383 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $736,652 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.171564 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $169,949 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $837,481 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.202929 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $130,733 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $875,646 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.149299 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $84,114 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $927,631 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.090676 | DistributionYr5Rt |
| Total Distribution | 0.959721 | TotalDistributionRt |
| Average Distribution | 0.191944 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $478,857 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $91,914 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,232 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $93,146 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $174,719 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,232 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,232 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,232 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $25 | EsPenaltyAmt |
| Tax Due | $1,257 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JANE DIGEL | IndividualWithBooksNm |
| Phone | 8605215482 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 VAN BUREN AVENUE | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE A DIGEL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 VAN BUREN AVE | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $458,833 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,955 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $17,361 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $486,149 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $486,149 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,292 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $478,857 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,943 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,943 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,232 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,232 | TotalTaxAmt |
| Distributable Before Adj | $22,711 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,711 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,711 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $174,719 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $174,719 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,232 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $173,487 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,711 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $39,092 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $88,631 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $129,523 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $90,134 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $180,165 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $527,545 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $174,719 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,711 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $152,008 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $679,553 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $39,092 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $640,461 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $88,631 | ExcessFromYear4Amt |
| Excess From Year3 | $129,523 | ExcessFromYear3Amt |
| Excess From Year2 | $90,134 | ExcessFromYear2Amt |
| Excess From Year1 | $180,165 | ExcessFromYear1Amt |
| Excess From Current Year | $152,008 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CAPITOL SQUASH | ||||||
| 300 SUMMIT STREET | HARTFORD | CT | 06106 | N/A | GENERAL SUPPORT | $2,500 |
| CHARTER OAK CULTURAL CENTER | ||||||
| 21 CHARTER OAK AVENUE | HARTFORD | CT | 06106 | N/A | GENERAL SUPPORT | $2,000 |
| COVENANT PREPARATORY SCHOOL | ||||||
| 135 BROAD STREET | HARTFORD | CT | 06105 | N/A | GENERAL SUPPORT | $141,000 |
| FIGURE 8 HURRICANE HARVEY RELIEF | ||||||
| 6100 WALLACE BUCKNELL ROAD | SANTA BARBARA | CA | 93117 | N/A | GENERAL SUPPORT | $2,500 |
| GRACE ACADEMY | ||||||
| 277 MAIN STREET | HARTFORD | CT | 06106 | N/A | GENERAL SUPPORT | $1,000 |
| HABITAT FOR HUMANITY | ||||||
| PO BOX 1933 | HARTFORD | CT | 06144 | N/A | GENERAL SUPPORT | $4,500 |
| JOHN AMESSE ELEMENTARY SCHOOL | ||||||
| 5440 SCRANTON STREET | DENVER | CO | 80239 | N/A | GENERAL SUPPORT | $8,239 |
| JUDY DWORIN PERFORMANCE PROJECT | ||||||
| 233 PEARL STREET | HARTFORD | CT | 06103 | N/A | GENERAL SUPPORT | $500 |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||
| 20 BATTERSON PARK ROAD | FARMINGTON | CT | 06032 | N/A | GENERAL SUPPORT | $2,500 |
| MANCHESTER COMMUNITY COLLEGE FOUNDATION | ||||||
| 60 BIDWELL STREET | MANCHESTER | CT | 06040 | N/A | GENERAL SUPPORT | $500 |
| MEMORIAL SLOAN KETTERING | ||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | GENERAL SUPPORT | $1,000 |
| NORTHWEST CATHOLIC HIGH SCHOOL | ||||||
| 29 WAMPONOAG DRIVE | WEST HARTFORD | CT | 06117 | N/A | GENERAL SUPPORT | $7,150 |
| SHELTER HARBOR CHARITY TOURNEY | ||||||
| 1 GOLF CLUB DRIVE | CHARLESTOWN | RI | 02813 | N/A | GENERAL SUPPORT | $330 |
| SMETHPORT AREA HIGH SCHOOL CLASS OF 74 SCHOLARSHIP | ||||||
| 412 S MECHANICS STREET | SMETHPORT | PA | 16749 | N/A | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $174,719 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $15,797 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,921 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $98,465 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $123,183 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $123,183 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | THE DIVIDENDS EARNED WILL BE USED TO FUND FUTURE GRANTS. |
| 7 | OTHER INVESTMENT INCOME WILL BE USED TO FUND FUTURE GRANTS. |
| 8 | GAINS FROM SALES OF ASSETS WILL BE USED TO FUND FUTURE GRANTS. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 1,034 SHS HAMLIN BK & TR CO | StockNm |
| EOY Book Value | $103,400 | EOYBookValueAmt |
| EOYFMV | $346,390 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SHEM CREEK CAPITAL FUND I | AT COST | $18,592 | $18,592 |
| SHEM CREEK CAPITAL FUND II | AT COST | $29,339 | $29,339 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID FEDERAL TAXES | $708 | $0 | $0 |
| DISTRIBUTION RECEIVABLE - SHEM CREEK II | $0 | $34,014 | $34,014 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SHEM CREEK CAPITAL FD II - EXPENSES ON BOOKS NOT ON RETURN | Desc |
| Amt | $168 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES AND SUPPLIES | Desc |
| Revenue And Expenses Per Books | $596 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SHEM CREEK CAPITAL FUND I PARTNERSHIP INVESTMENT INCOME | $1,559 | $1,559 | $1,559 |
| SHEM CREEK CAPITAL FUND II PARTNERSHIP INVESTMENT INCOME | $7,362 | $7,362 | $7,362 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SHEM CREEK CAPITAL FD I - INCOME ON RETURN NOT ON BOOKS | Desc |
| Amt | $72 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $708 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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