DIGEL FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DIGEL FAMILY FOUNDATION (EIN 52-2444149)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-09-11
- IRS object ID
- 201312549349100701
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-11T10:23:54-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061411513 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT J KOURY CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 ARAPAHOE ROAD | AddressLine1 |
| City | WEST HARTFORD | City |
| State | CT | State |
| ZIP Code | 06107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522444149 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIGEL FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DIGE | NameControl |
| Phone | 8605215482 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 VAN BUREN AVENUE | AddressLine1 |
| City | WEST HARTFORD | City |
| State | CT | State |
| ZIP Code | 06107 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY DIGEL | Name |
| Title | PRESIDENT | Title |
| Phone | 8605215482 | Phone |
| Date Signed | 2013-08-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT J KOURY | Name |
| PTIN | P00013364 | PTIN |
| Phone | 8602324779 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 876377 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 23123 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 23123 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1121 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 52500 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1121 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 43795 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 43795 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 68039 | TotalRevenueAndExpenses |
| Total Net Investment Income | 68039 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 2423 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2423 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 84794 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 84794 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 87217 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 84794 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -19178 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 68039 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 140117 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 89739 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 89739 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable BOY | 8279 | AccountsReceivableBOY |
| Investments Corp Stock BOY | 272779 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 270459 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 494801 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 417349 | InvestmentsOtherBOY |
| Investments Other EOY | 290837 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 290837 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 496 | OtherAssetsBOY |
| Other Assets EOY | 1000 | OtherAssetsEOY |
| Other Assets EOYFMV | 1000 | OtherAssetsEOYFMV |
| Total Assets BOY | 839020 | TotalAssetsBOY |
| Total Assets EOY | 652035 | TotalAssetsEOY |
| Total Assets EOYFMV | 876377 | TotalAssetsEOYFMV |
| Mortgages And Notes Payable BOY | 167807 | MortgagesAndNotesPayableBOY |
| Total Liabilities BOY | 167807 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 671213 | UnrestrictedBOY |
| Unrestricted EOY | 652035 | UnrestrictedEOY |
| Total Net Assets BOY | 671213 | TotalNetAssetsBOY |
| Total Net Assets EOY | 652035 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 839020 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 652035 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 671213 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -19178 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 652035 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 652035 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 1500 SHS PUBLIC STORAGE 6.625% DEP SH | P | 2011-08-26 | 2012-04-11 | 37500 | 38310 | -810 | -810 |
| 600 SHS PUBLIC STORAGE 6.625% DEP SH | P | 2008-04-28 | 2012-04-11 | 15000 | 13069 | 1931 | 1931 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1121 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 73340 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 906802 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | .080878 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 124073 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 942157 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | .131690 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 49936 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 755149 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | .066127 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 49216 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 814111 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | .060454 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 21000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 802291 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | .026175 | DistributionRatioYear5 |
| Total Distribution Ratio | .365324 | TotalDistributionRatio |
| Average Distribution Ratio | .073065 | AverageDistributionRatio |
| Net Noncharitable Assets | 927631 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 67777 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 680 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 68457 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 84794 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 680 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 680 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 680 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1000 | TotalCreditsAndPayments |
| Overpayment | 320 | Overpayment |
| Amount Credited To Next Year | 320 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CT | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JEFFREY R DIGEL | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8605215482 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 VAN BUREN AVENUE | AddressLine1 |
| City | WEST HARTFORD | City |
| State | CT | State |
| ZIP Code | 06107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 821941 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 114928 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 4888 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 941757 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 941757 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 14126 | CashDeemedCharitable |
| Net Noncharitable Assets | 927631 | NetNoncharitableAssets |
| Minimum Investment Return | 46382 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 46382 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 680 | TaxBasedOnInvestmentIncome |
| Total Tax | 680 | TotalTax |
| Distributable Amount Before Adj | 45702 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 45702 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 45702 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 84794 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 84794 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 680 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 84114 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 45702 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 9178 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 12977 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 79437 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 29794 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 131386 | TotalExcessDistriCarryover |
| Qualifying Distributions | 84794 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 45702 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 39092 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 170478 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 170478 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 9178 | ExcessFromYear4 |
| Excess From Year3 | 12977 | ExcessFromYear3 |
| Excess From Year2 | 79437 | ExcessFromYear2 |
| Excess From Year1 | 29794 | ExcessFromYear1 |
| Excess From Current Year | 39092 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (28 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| AETNA FOUNDATION | ||||||
| 151 FARMINGTON AVENUE | HARTFORD | CT | 06156 | N/A | GENERAL SUPPORT | $10,000 |
| ARTHRITIS FOUNDATION | ||||||
| 35 COLD SPRING RD SUITE 411 | ROCKY HILL | CT | 06067 | N/A | GENERAL SUPPORT | $1,475 |
| ASANTE SANA FOR EDUCATION | ||||||
| 89 SUNSET FARM ROAD | WEST HARTFORD | CT | 06107 | N/A | GENERAL SUPPORT | $1,000 |
| BRIGHTON BOYS LACROSSE | ||||||
| C/O BRIAN KOPP 3 PICKWICK CIRCLE | ROCHESTER | NY | 14653 | N/A | GENERAL SUPPORT | $100 |
| CHABAD HOUSE | ||||||
| 2352 ALBANY AVENUE | WEST HARTFORD | CT | 06117 | N/A | GENERAL SUPPORT | $2,000 |
| CHARTER OAK CULTURAL CENTER | ||||||
| 21 CHARTER OAK AVENUE | HARTFORD | CT | 06106 | N/A | GENERAL SUPPORT | $2,625 |
| CHERISH THE CHILDREN FOUNDATION | ||||||
| P O BOX 128 | GLASTONBURY | CT | 06033 | N/A | GENERAL SUPPORT | $1,300 |
| CONNECTICUT CHILDREN'S MEDICAL CENTER | ||||||
| 282 WASHINGTON STREET | HARTFORD | CT | 06106 | N/A | GENERAL SUPPORT | $1,000 |
| COVENANT PREPARATORY SCHOOL | ||||||
| 135 BROAD STREET | HARTFORD | CT | 06105 | N/A | GENERAL SUPPORT | $40,294 |
| HABITAT FOR HUMANITY | ||||||
| P O BOX 1933 | HARTFORD | CT | 06144 | N/A | GENERAL SUPPORT | $2,000 |
| HARTFORD CATHOLIC WORKER | ||||||
| 18 CLARK STREET | HARTFORD | CT | 06120 | N/A | GENERAL SUPPORT | $1,000 |
| HARTFORD PUBLIC LIBRARY | ||||||
| 500 MAIN STREET | HARTFORD | CT | 06103 | N/A | GENERAL SUPPORT | $290 |
| HARTFORD SEMINARY | ||||||
| 77 SHERMAN STREET | HARTFORD | CT | 06105 | N/A | GENERAL NEEDS TO BUILD HOMES | $2,500 |
| HARTFORD YOUTH SCHOLARS FOUNDATION | ||||||
| 133 ALLEN PLACE | HARTFORD | CT | 06106 | N/A | GENERAL SUPPORT | $2,000 |
| INNER CITY LACROSSE | ||||||
| 7 GROVE STREET | EXETER | NH | 03833 | N/A | GENERAL SUPPORT | $1,000 |
| JORDON MATTHEW PORCO MEMORIAL FUND | ||||||
| 225 ASYLUM STREET 12TH FLOOR | HARTFORD | CT | 06103 | N/A | GENERAL SUPPORT | $1,000 |
| JUMOKE ACADEMY | ||||||
| 104 VINE STREET | HARTFORD | CT | 06112 | N/A | GENERAL SUPPORT | $2,500 |
| JUNIOR ACHIEVEMENT | ||||||
| 11 ASYLUM STREET | HARTFORD | CT | 06103 | N/A | GENERAL SUPPORT | $250 |
| LAZ PARKING CHARITABLE FOUNDATION | ||||||
| 15 LEWIS STREET | HARTFORD | CT | 06103 | N/A | GENERAL SUPPORT | $500 |
| LOSE THE TRAINING WHEELS TOWN OF WEST HARTFORD | ||||||
| 50 SOUTH MAIN STREET | WEST HARTFORD | CT | 06107 | N/A | GENERAL SUPPORT | $1,000 |
| MANDELL JEWISH COMMUNITY CENTER | ||||||
| 335 BLOOMFIELD AVENUE | WEST HARTFORD | CT | 06117 | N/A | GENERAL SUPPORT | $100 |
| MARIANOPOLIS PREP SCHOOL | ||||||
| 26 CHASE RD P O BOX 304 | THOMSON | CT | 062770304 | N/A | GENERAL SUPPORT | $7,000 |
| MIDDLEBURY COLLEGE | ||||||
| 5370 MIDDLEBURY COLLEGE | MIDDLEBURY | VT | 05753 | N/A | GENERAL SUPPORT | $1,800 |
| PENN STATE UNIVERSITY | ||||||
| ONE OLD MAIN | UNIVERSITY PARK | PA | 16802 | N/A | GENERAL COLLEGE FUNDS | $100 |
| SAHS CLASS OF 74 CO JAMYE COVERT | ||||||
| 14 ROSE HILL AVENUE | SMETHPORT | PA | 16749 | N/A | GENERAL SUPPORT | $1,000 |
| ST PETER CLAVER | ||||||
| 47 PLEASANT STREET | WEST HARTFORD | CT | 06107 | N/A | GENERAL SUPPORT | $400 |
| THE CHAUTAUQUA FOUNDATION | ||||||
| ONE AMES AVENUE P O BOX 28 | CHAUTAUQUA | NY | 14722 | N/A | GENERAL SUPPORT | $500 |
| UNIVERSITY OF RICHMOND | ||||||
| 28 WESTHAMPTON WAY | RICHMOND | VA | 23173 | N/A | GENERAL SUPPORT | $60 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 84794 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 23123 | RelatedOrExemptFunctionIncome |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 43795 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 1121 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 68039 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 68039 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (3 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 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 Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 2,214 SHS. HAMLIN BK & TR CO | 221400 | 445014 |
| 600 SHS. PUBLIC STORAGE 6.625% PFD | 0 | 0 |
| 950 SH PUBLIC STORAGE 9% PFD | 24141 | 24842 |
| 1500 SHS SHIP FINANCE INTL | 24918 | 24945 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| SHEM CREEK CAPITAL FUND I | AT COST | 221475 | 221475 |
| SHEM CREEK CAPITAL FUND II | AT COST | 69362 | 69362 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PREPAID FEDERAL TAXES | Description |
| BOY Book Value | 496 | BOYBookValue |
| EOY Book Value | 1000 | EOYBookValue |
| EOYFMV | 1000 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OFFICE EXPENSES AND SUPPLIES | Description |
| Revenue And Expenses Per Books | 2423 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| SHEM CREEK CAPITAL FUND I PARTNERSHIP INVESTMENT INCOME | 43774 | 43774 | 43774 |
| SHEM CREEK CAPITAL FUND II PARTNERSHIP INVESTMENT INCOME | 21 | 21 | 21 |
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