DIGEL FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
DIGEL FAMILY FOUNDATION (EIN 52-2444149)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-21
IRS object ID
201542339349100404
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-08-21T14:34:53-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061411513PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROBERT J KOURY CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17 ARAPAHOE ROADAddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06107ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

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)
PersonJEFFREY DIGELPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8605215482PhoneNum
Signature2015-08-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT J KOURYPreparerPersonNm
PTINP00013364PTIN
Phone8602324779PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$798,886FMVAssetsEOYAmt
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$25,172DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,172DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$33,286NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$87,220GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$33,286CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$13,896OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$13,896OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$72,354TotalRevAndExpnssAmt
Total Net Invst Incm$72,354TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,295LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$78InterestRevAndExpnssAmt
Interest Net Invst Incm$0InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$840TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,016OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,929TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$170,673ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$170,673ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$177,602TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$170,673TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$105,248ExcessRevenueOverExpensesAmt
Net Investment Income$72,354NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$155,184SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$45,529SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$45,529SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$260,459CorporateStockBOYAmt
Corporate Stock EOY$255,028CorporateStockEOYAmt
Corporate Stock EOYFMV$560,140CorporateStockEOYFMVAmt
Other Investments BOY$180,212OtherInvestmentsBOYAmt
Other Investments EOY$186,562OtherInvestmentsEOYAmt
Other Investments EOYFMV$186,562OtherInvestmentsEOYFMVAmt
Other Assets BOY$3,167OtherAssetsBOYAmt
Other Assets EOY$6,655OtherAssetsEOYAmt
Other Assets EOYFMV$6,655OtherAssetsEOYFMVAmt
Total Assets BOY$599,022TotalAssetsBOYAmt
Total Assets EOY$493,774TotalAssetsEOYAmt
Total Assets EOYFMV$798,886TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$599,022UnrestrictedBOYAmt
Unrestricted EOY$493,774UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$599,022TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$493,774TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$599,022TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$493,774TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$599,022TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$105,248ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$493,774SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$493,774TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1000 SHS ASHFORD HOSPITALITY INCD2014-03-132014-11-28$10,478$9,793$685$685
ASHFORD INCD2014-11-122014-11-12$40$40$40
950 SHS PUBLIC STORAGED2012-04-022014-11-28$24,299$24,141$158$158
200 SHS HAMLIN BKD1993-06-112014-12-03$52,402$20,000$32,402$32,402
CAPITAL GAINS DIVIDENDSP$1$1$1
FieldValueIRS element (for citing)
Capital Gain Net Income$33,286CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$130,733AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$875,646NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.149299DistributionYr1Rt
Adjusted Qlfy Distri Yr2$84,114AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$927,631NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.090676DistributionYr2Rt
Adjusted Qlfy Distri Yr3$73,340AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$906,802NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.080878DistributionYr3Rt
Adjusted Qlfy Distri Yr4$124,073AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$942,157NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.131690DistributionYr4Rt
Adjusted Qlfy Distri Yr5$49,936AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$755,149NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.066127DistributionYr5Rt
Total Distribution0.518670TotalDistributionRt
Average Distribution0.103734AverageDistributionRt
Net Vl Noncharitable Assets$837,481NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$86,875AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$724NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$87,599AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$170,673QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$724InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$724SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$724TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,000TotalPaymentsAndCreditsAmt
Es Penalty$1EsPenaltyAmt
Overpayment$275OverpaymentAmt
Applied To ES Tax$275AppliedToESTaxAmt
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 BooksJEFFREY R 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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JEFFREY R DIGEL
24 VAN BUREN AVEWEST HARTFORDCT06107PRESIDENT1.00$0$0$0
JANE A DIGEL
24 VAN BUREN AVEWEST HARTFORDCT06107SECRETARY1.00$0$0$0
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$744,967AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$100,357AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$4,911FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$850,235TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$850,235AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,754CashDeemedCharitableAmt
Net Vl Noncharitable Assets$837,481NetVlNoncharitableAssetsAmt
Minimum Investment Return$41,874MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$41,874MinimumInvestmentReturnAmt
Tax Based On Investment Income$724TaxBasedOnInvestmentIncomeAmt
Total Tax$724TotalTaxAmt
Distributable Before Adj$41,150DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$41,150DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$41,150DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$170,673ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$170,673QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$724PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$169,949AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$41,150DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$12,977ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$79,437ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$29,794ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$39,092ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$88,631ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$249,931TotalExcessDistributionCyovAmt
Qualifying Distributions$170,673QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$41,150AppliedToCurrentYearAmt
Remaining Distri From Corpus$129,523RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$379,454TotalCorpusAmt
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$12,977ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$366,477ExcessDistriCyovToNextYrAmt
Excess From Year4$79,437ExcessFromYear4Amt
Excess From Year3$29,794ExcessFromYear3Amt
Excess From Year2$39,092ExcessFromYear2Amt
Excess From Year1$88,631ExcessFromYear1Amt
Excess From Current Year$129,523ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AETNA FOUNDATION
151 FARMINGTON AVENUEHARTFORDCT06156N/AGENERAL SUPPORT$15,000
ALEX'S LEMONADE STAND
333 E LANCASTER AVENUE 414WYNNEWOODPA19096N/AGENERAL SUPPORT$250
ARTHRITIS FOUNDATION
35 COLD SPRING RD SUITE 411ROCKY HILLCT06067N/AGENERAL SUPPORT$3,100
ASANTE SANA FOR EDUCATION
89 SUNSET FARM ROADWEST HARTFORDCT06107N/AGENERAL SUPPORT$2,000
CHABAD HOUSE
2352 ALBANY AVENUEWEST HARTFORDCT06117N/AGENERAL SUPPORT$3,000
CHARTER OAK CULTURAL CENTER
21 CHARTER OAK AVENUEHARTFORDCT06106N/AGENERAL SUPPORT$18,839
COVENANT PREPARATORY SCHOOL
135 BROAD STREETHARTFORDCT06105N/AGENERAL SUPPORT$105,349
GRACE ACADEMY
277 MAIN STREETHARTFORDCT06106N/AGENERAL SUPPORT$1,000
HABITAT FOR HUMANITY
P O BOX 1933HARTFORDCT06144N/AGENERAL SUPPORT$3,625
HERRESHOFF MARINE MUSEUM
1 BURNSIDE STREETBRISTOLRI02809N/AGENERAL SUPPORT$1,000
HOSPITAL FOR SPECIAL CARE
2150 CORBIN AVENUENEW BRITIANCT06053N/AGENERAL SUPPORT$150
IRIDESCENT LEARNING
532 W 22ND STREETLOS ANGELESCA90007N/AGENERAL SUPPORT$500
JOHNIE'S JOG FOR CHARITY
50 SOUTH MAIN STREETWEST HARTFORDCT06107N/AGENERAL SUPPORT$1,000
JUDY DWORIN PERFORMANCE PROJECTINC
233 PEARL STREETHARTFORDCT06103N/AGENERAL SUPPORT$1,000
JUMOKE ACADEMY
104 VINE STREETHARTFORDCT06112N/AGENERAL SUPPORT$10,110
ONS FOUNDATION FOR CLINICAL RESEARCH AND EDUCATION
6 GREENWICH OFFICE PARKGREENWICHCT06831N/AGENERAL SUPPORT$500
PENN STATE IFCPANHELLENIC DANCE MARATHON
227D HUBUNIVERSITY PARKPA16802N/AGENERAL SUPPORT$250
SAHS CLASS OF 74 CO JAMYE COVERT
14 ROSE HILL AVENUESMETHPORTPA16749N/AGENERAL SUPPORT$1,000
ST PETER CLAVER
47 PLEASANT STREETWEST HARTFORDCT06107N/AGENERAL SUPPORT$1,000
SURGICORPS INTERNATIONAL
3392 SAXONBURY BOULEVARDGLENSHAWPA15116N/AGENERAL SUPPORT$1,000
URBAN LEAGUE OF GREATER HARTFORD
140 WOODLAND STREETHARTFORDCT06105N/AGENERAL SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$170,673TotalGrantOrContriPdDurYrAmt
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$25,172RelatedOrExemptFunctionIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$13,896RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$33,286RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$72,354RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$72,354TotalIncomeProducingActyAmt

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$2,700Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1,914 SHS HAMLIN BK & TR CO$191,400$495,726
950 SH PUBLIC STORAGE 5.9% PFD$0$0
1500 SHS SHIP FINANCE INTL$24,918$21,180
3650 SHS ASHFORD HOSPITALITY$37,712$38,252
53 SHS ASHFORD INC$998$4,982

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
SHEM CREEK CAPITAL FUND IAT COST$63,838$63,838
SHEM CREEK CAPITAL FUND IIAT COST$122,724$122,724

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,295LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PREPAID FEDERAL TAXES$1,000$1,000$1,000
DISTRUBITION REC - SHEM CREEK II$2,167$2,888$2,888
DISTRUBITION REC - SHEM CREEK I$0$2,767$2,767

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSES AND SUPPLIESDesc
Revenue And Expenses Per Books$1,016RevenueAndExpensesPerBooksAmt
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$5,227$5,227$5,227
SHEM CREEK CAPITAL FUND II PARTNERSHIP INVESTMENT INCOME$8,669$8,669$8,669

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$840Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.