DIGEL FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- DIGEL FAMILY FOUNDATION (EIN 52-2444149)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201743199349100239
- Schema version
- 2016v3.0
- 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
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T08:36:13-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | JEFFREY DIGEL | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 8605215482 | PhoneNum |
| Signature | 2017-11-07 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 23.30.191.149 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-07 | IPDt |
| IP Tm | 11:18:29 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 26543A3F20BCC6579AA440CE853AF706AE97CB1B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 745EF461A78D7DC8C998C0500E0489A36CC3C3C4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $531,431 | 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 | $20,978 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,978 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,426 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $117,708 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,426 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16,477 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $16,477 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $77,881 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $77,881 | 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 | $6,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $2,889 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,289 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $209,633 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $209,633 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $218,922 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $209,633 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$141,041 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $77,881 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,270 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,379 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,379 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $232,140 | CorporateStockBOYAmt |
| Corporate Stock EOY | $153,400 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $429,520 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $146,879 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $93,824 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $93,824 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4,914 | OtherAssetsBOYAmt |
| Other Assets EOY | $708 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $708 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $397,203 | TotalAssetsBOYAmt |
| Total Assets EOY | $255,311 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $531,431 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $397,203 | UnrestrictedBOYAmt |
| Unrestricted EOY | $255,311 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $397,203 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $255,311 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $397,203 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $255,311 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $397,203 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$141,041 | ExcessRevenueOverExpensesAmt |
| Other Increases | $78 | OtherIncreasesAmt |
| Subtotal | $256,240 | SubtotalAmt |
| Other Decreases | $929 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $255,311 | 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 |
|---|---|---|---|---|---|---|---|
| 2,430 SHS ASHFORD HOSPITALITY TR INC | D | 2014-03-13 | 2016-06-07 | $12,435 | $22,338 | -$9,903 | -$9,903 |
| 1,020 SHS SHIP FINANCE INTL LTD | D | 2012-12-07 | 2016-06-07 | $16,023 | $16,944 | -$921 | -$921 |
| 280 SHS HAMLIN BANK | D | 1997-12-23 | 2016-10-24 | $89,250 | $38,000 | $51,250 | $51,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,426 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $126,383 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $736,652 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.171564 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $169,949 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $837,481 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.202929 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $130,733 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $875,646 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.149299 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $84,114 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $927,631 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.090676 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $73,340 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $906,802 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.080878 | DistributionYr5Rt |
| Total Distribution | 0.695346 | TotalDistributionRt |
| Average Distribution | 0.139069 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $604,930 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $84,127 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $779 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $84,906 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $209,633 | 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 | $779 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $779 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $779 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $708 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $708 | TotalPaymentsAndCreditsAmt |
| Tax Due | $71 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEFFREY R DIGEL | ||||||||
| 24 VAN BUREN AVE | WEST HARTFORD | CT | 06107 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JANE A DIGEL | ||||||||
| 24 VAN BUREN AVE | WEST HARTFORD | CT | 06107 | SECRETARY | 1.00 | $0 | $0 | $0 |
| 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 | $601,006 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,325 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,811 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $614,142 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $614,142 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,212 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $604,930 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,247 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,247 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $779 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $779 | TotalTaxAmt |
| Distributable Before Adj | $29,468 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $29,468 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $29,468 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $209,633 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $209,633 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $779 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $208,854 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,468 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $29,794 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $39,092 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $88,631 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $129,523 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $90,134 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $377,174 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $209,633 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,468 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $180,165 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $557,339 | 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 | $29,794 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $527,545 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $39,092 | ExcessFromYear4Amt |
| Excess From Year3 | $88,631 | ExcessFromYear3Amt |
| Excess From Year2 | $129,523 | ExcessFromYear2Amt |
| Excess From Year1 | $90,134 | ExcessFromYear1Amt |
| Excess From Current Year | $180,165 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACHIEVEMENT FIRST | ||||||
| 495 BLAKE STREET | NEW HAVEN | CT | 06515 | N/A | GENERAL SUPPORT | $2,000 |
| AMERICAN CANCER SOCIETY | ||||||
| 825 BROOK STREET | ROCKY HILL | CT | 06067 | N/A | GENERAL SUPPORT | $100 |
| ASANTE SANA FOR EDUCATION | ||||||
| 89 SUNSET FARM ROAD | WEST HARTFORD | CT | 06107 | N/A | GENERAL SUPPORT | $1,000 |
| CHARTER OAK CULTURAL CENTER | ||||||
| 21 CHARTER OAK AVENUE | HARTFORD | CT | 06106 | N/A | GENERAL SUPPORT | $2,500 |
| COVENANT PREPARATORY SCHOOL | ||||||
| 135 BROAD STREET | HARTFORD | CT | 06105 | N/A | GENERAL SUPPORT | $169,333 |
| DONORS CHOOSE | ||||||
| 134 W 37TH STREET | NEW YORK | NY | 10018 | N/A | GENERAL SUPPORT | $1,000 |
| 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 | $600 |
| HAMLIN MEMORIAL LIBRARY | ||||||
| 16 HANNIBAL HAMLIN DRIVE | SOUTH PARIS | ME | 04281 | N/A | GENERAL SUPPORT | $1,000 |
| JOHNNY'S JOG FOR CHARITY | ||||||
| 50 SOUTH MAIN STREET | WEST HARTFORD | CT | 06107 | N/A | GENERAL SUPPORT | $1,000 |
| JUDY DWORIN PERFORMANCE PROJECT | ||||||
| 233 PEARL STREET | HARTFORD | CT | 06103 | N/A | GENERAL SUPPORT | $1,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||
| 20 BATTERSON PARK ROAD | FARMINGTON | CT | 06032 | N/A | GENERAL SUPPORT | $1,000 |
| MANCHESTER COMMUNITY COLLEGE FOUNDATION | ||||||
| PO BOX 1046 | MANCHESTER | CT | 06045 | N/A | GENERAL SUPPORT | $500 |
| MARCO ISLAND ACADEMY | ||||||
| 2255 SAN MARCO ROAD | MARCO ISLAND | FL | 34145 | N/A | GENERAL SUPPORT | $1,000 |
| MAX CARES FOUNDATION | ||||||
| 249 PEARL STREET | HARTFORD | CT | 06103 | N/A | GENERAL SUPPORT | $3,600 |
| MEMORIAL SLOAN KETTERING | ||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | GENERAL SUPPORT | $1,000 |
| MINNIE GONZALEZ LITTLE LEAGUE | ||||||
| 95 AMITY STREET | HARTFORD | CT | 06106 | N/A | GENERAL SUPPORT | $1,000 |
| NORTHWEST CATHOLIC HIGH SCHOOL | ||||||
| 29 WAMPONOAG DRIVE | WEST HARTFORD | CT | 06117 | N/A | GENERAL SUPPORT | $7,000 |
| PLACE OF HOPE | ||||||
| 9078 ISIAH LANE | WEST PALM BEACH | FL | 33418 | N/A | GENERAL SUPPORT | $2,500 |
| SAHS CLASS OF 74 CO JAMYE COVERT | ||||||
| 14 ROSE HILL AVENUE | SMETHPORT | PA | 16749 | N/A | GENERAL SUPPORT | $1,000 |
| ST PETER CLAVER CHURCH | ||||||
| 47 PLEASANT STREET | WEST HARTFORD | CT | 06107 | N/A | GENERAL SUPPORT | $5,000 |
| SUITUP INC | ||||||
| 296 WORTHINGTON STREET | SPRINGFIELD | MA | 01103 | N/A | GENERAL SUPPORT | $1,000 |
| THE FIRST TEE OF CT | ||||||
| 55 GOLF CLUB ROAD | CROMWELL | CT | 06416 | N/A | GENERAL SUPPORT | $1,000 |
| TRINITY ACADEMY | ||||||
| 120 SIGOURNEY STREET | HARTFORD | CT | 06105 | N/A | GENERAL SUPPORT | $1,000 |
| UNITED WAY | ||||||
| 30 LAUREL STREET | HARTFORD | CT | 06106 | GENERAL SUPPORT | $1,000 | |
| URBAN INITIATIVES | ||||||
| 650 W LAKE STREET | CHICAGO | IL | 60661 | GENERAL SUPPORT | $250 | |
| US SQUASH | ||||||
| 555 EIGHTH AVENUE | NEW YORK | NY | 10018 | GENERAL SUPPORT | $1,000 | |
| VICTORIA VASQUEZ TOBATI TEAM | ||||||
| 9 ROGERS PLACE | NEW BRITIAN | CT | 06051 | GENERAL SUPPORT | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $209,633 | 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 | $20,978 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $16,477 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $40,426 | 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 | $77,881 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $77,881 | 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 | $6,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,914 SHS HAMLIN BK & TR CO | $153,400 | $429,520 |
| 1020 SHS SHIP FINANCE INTL | $0 | $0 |
| 2430 SHS ASHFORD HOSPITALITY | $0 | $0 |
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 | $20,133 | $20,133 |
| SHEM CREEK CAPITAL FUND II | AT COST | $73,691 | $73,691 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID FEDERAL TAXES | $702 | $708 | $708 |
| DISTRUBITION REC - SHEM CREEK II | $4,212 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SHEM CREEK CAPITAL FD II -EXPENSES ON BOOKS NOT ON RETURN | $54 |
| OTHER NON TAXABLE ITEM | $875 |
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 | $2,889 | 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 | $2,694 | $2,694 | $2,694 |
| SHEM CREEK CAPITAL FUND II PARTNERSHIP INVESTMENT INCOME | $13,783 | $13,783 | $13,783 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SHEM CREEK CAPITAL FD I -EXPENSES ON RETURN NOT ON BOOKS | $72 |
| FEDERAL EXCISE TAX ADJUSTMENT | $6 |
Comments