DIGEL FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- DIGEL FAMILY FOUNDATION (EIN 52-2444149)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-09-14
- IRS object ID
- 201142579349100404
- Schema version
- 2010v3.4
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-09-14T14:02:13-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | 2011-09-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8602324779 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 932897 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 62870 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 8 | InterestOnSavingsRevAndExpnss |
| Dividends Rev And Expnss | 38780 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 38780 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 83450 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 402325 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 83450 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 1384 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 1384 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 186492 | TotalRevenueAndExpenses |
| Total Net Investment Income | 123614 | 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 |
| Accounting Fees Rev And Expnss | 2000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 5 | InterestRevAndExpnss |
| Interest Net Invst Incm | 5 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2005 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 125309 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 125309 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 127314 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 125309 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 59178 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 123609 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst EOY | 114228 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 114228 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 1815 | AccountsReceivable |
| Accounts Receivable EOY | 1815 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 1815 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 372968 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 285844 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 417277 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 231750 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 0 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 0 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 399577 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 399577 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 251 | OtherAssetsBOY |
| Other Assets EOY | 0 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 604969 | TotalAssetsBOY |
| Total Assets EOY | 801464 | TotalAssetsEOY |
| Total Assets EOYFMV | 932897 | TotalAssetsEOYFMV |
| Accounts Payable EOY | 987 | AccountsPayableEOY |
| Mortgages And Notes Payable EOY | 143722 | MortgagesAndNotesPayableEOY |
| Other Liabilities BOY | 6154 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 0 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 6154 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 144709 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 598815 | UnrestrictedBOY |
| Unrestricted EOY | 656755 | UnrestrictedEOY |
| Total Net Assets BOY | 598815 | TotalNetAssetsBOY |
| Total Net Assets EOY | 656755 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 604969 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 801464 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 598815 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 59178 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 657993 | Subtotal |
| Other Decreases | 1238 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 656755 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 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 |
|---|---|---|---|---|---|---|---|
| 300,000 SH BOSTON PROP LP | P | 2008-11-17 | 2010-09-21 | 300375 | 231750 | 68625 | 68625 |
| 2,500 SH PUBLIC STORAGE 6.625% | P | 2008-04-28 | 2010-09-21 | 63663 | 54453 | 9210 | 9210 |
| 1,500 SH PUBLIC STORAGE 6.625% | P | 2008-04-28 | 2010-09-22 | 38287 | 32672 | 5615 | 5615 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 83450 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 49936 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 755149 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.066127 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 49216 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 814111 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.060454 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 21000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 802291 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.026175 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 45000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 844931 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.053259 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 60508 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 872300 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.069366 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.275381 | TotalDistributionRatio |
| Average Distribution Ratio | 0.055076 | AverageDistributionRatio |
| Net Noncharitable Assets | 942157 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 51890 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1236 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 53126 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 125309 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1236 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1236 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1236 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 251 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 251 | TotalCreditsAndPayments |
| Penalty For Underpayment | 2 | PenaltyForUnderpayment |
| Tax Due | 987 | TaxDue |
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 | 894700 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 61805 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 956505 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 956505 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 14348 | CashDeemedCharitable |
| Net Noncharitable Assets | 942157 | NetNoncharitableAssets |
| Minimum Investment Return | 47108 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 47108 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1236 | TaxBasedOnInvestmentIncome |
| Total Tax | 1236 | TotalTax |
| Distributable Amount Before Adj | 45872 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 45872 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 45872 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 125309 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 125309 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1236 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 124073 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 45872 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 1494 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 3466 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 9178 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 12977 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 27115 | TotalExcessDistriCarryover |
| Qualifying Distributions | 125309 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 45872 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 79437 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 106552 | 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 | 1494 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 105058 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 3466 | ExcessFromYear4 |
| Excess From Year2 | 9178 | ExcessFromYear2 |
| Excess From Year1 | 12977 | ExcessFromYear1 |
| Excess From Current Year | 79437 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (29 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||||||
| 5 BROOKSIDE DRIVE | WALLINGFORD | CT | 06492 | N/A | GENERAL SUPPORT | $500 | ||||
| ARTHRITIS FOUNDATION | ||||||||||
| 35 COLD SPRING RD SUITE 411 | ROCKY HILL | CT | 06067 | N/A | GENERAL SUPPORT | $3,000 | ||||
| ASANTE SANA FOR EDUCATION | ||||||||||
| 89 SUNSET FARM ROAD | WEST HARTFORD | CT | 06107 | N/A | GENERAL SUPPORT | $12,325 | ||||
| CHARTER OAK CULTURAL CENTER | ||||||||||
| 21 CHARTER OAK AVENUE | HARTFORD | CT | 06106 | N/A | GENERAL SUPPORT | $5,000 | ||||
| COVENANT PREPARATORY SCHOOL | ||||||||||
| 135 BROAD STREET | HARTFORD | CT | 06105 | N/A | GENERAL SUPPORT | $24,123 | ||||
| AUTISM SPECTRUM DISORDER FOUNDATION | ||||||||||
| 228 W LINCOLN HIGHWAY 301 | SCHERERVILLE | IN | 46375 | N/A | GENERAL SUPPORT | $100 | ||||
| HABITAT FOR HUMANITY | ||||||||||
| P O BOX 1933 | HARTFORD | CT | 06144 | N/A | GENERAL NEEDS TO BUILD HOMES | $1,500 | ||||
| HARTFORD CATHOLIC WORKER | ||||||||||
| 18 CLARK STREET | HARTFORD | CT | 06120 | N/A | GENERAL SUPPORT | $6,000 | ||||
| CAPITAL COMMUNITY COLLEGE | ||||||||||
| 950 MAIN STREET | HARTFORD | CT | 06103 | N/A | GENERAL SUPPORT | $876 | ||||
| MIDDLEBURY COLLEGE | ||||||||||
| 5370 MIDDLEBURY COLLEGE | MIDDLEBURY | VT | 05753 | N/A | GENERAL COLLEGE FUNDS | $1,800 | ||||
| SAHS CLASS 1974 SCHOLARSHIP FUND | ||||||||||
| C/O JAMES HILL ROSE HILL AVENUE | SMETHPORT | PA | 16749 | N/A | SCHOLARSHIP FUND | $1,000 | ||||
| GRACE ACADEMY | ||||||||||
| 277 MAIN STREET | HARTFORD | CT | 06106 | N/A | GENERAL SUPPORT | $51,675 | ||||
| ST PETER CLAVER | ||||||||||
| 47 PLEASANT STREET | WEST HARTFORD | CT | 06107 | N/A | GENERAL SUPPORT | $1,860 | ||||
| HARTFORD SEMINARY | ||||||||||
| 77 SHERMAN STREET | HARTFORD | CT | 06105 | N/A | GENERAL SUPPORT | $2,500 | ||||
| YWCA | ||||||||||
| 135 BROAD STREET | HARTFORD | CT | 06105 | N/A | GENERAL SUPPORT | $750 | ||||
| AMERICAN LIVER FOUNDATION | ||||||||||
| 39 BROADWAY 2700 | NEW YORK | NY | 10006 | N/A | GENERAL SUPPORT | $1,000 | ||||
| ASSOCIATION FOR FRONTO TEMPORAL DEGENERATION | ||||||||||
| 290 KING OF PRUSSIA ROAD | RADNOR | PA | 19087 | N/A | GENERAL SUPPORT | $1,000 | ||||
| CCFA FOUNDATION | ||||||||||
| 11300 ROCKVILLE PIKE | ROCKVILLE | MD | 20852 | N/A | GENERAL SUPPORT | $500 | ||||
| FIRST PRESBYTERIAN CHURCH OF BRADFORD | ||||||||||
| 54 E CORYDON STREET | BRADFORD | PA | 16701 | N/A | GENERAL SUPPORT | $500 | ||||
| GEORGETOWN UNIVERSITY | ||||||||||
| 37TH AND O STREETS NW | WASHINGTON | DC | 20057 | N/A | GENERAL SUPPORT | $100 | ||||
| HARTFORD STAGE | ||||||||||
| 50 CHURCH STREET | HARTFORD | CT | 06105 | N/A | GENERAL SUPPORT | $200 | ||||
| HOSPICE SAINT JOSEPH | ||||||||||
| N/A | GENERAL SUPPORT | $150 | 33 RUE ACACIA | PORTAUPRINCE | HAITI | HA | ||||
| JUNIOR ACHIEVEMENT | ||||||||||
| 11 ASYLUM STREET 601 | HARTFORD | CT | 06103 | N/A | GENERAL SUPPORT | $450 | ||||
| PAN MASS CHALLENGE | ||||||||||
| 77 FOURTH AVENUE | NEEDHAM | MA | 02494 | N/A | GENERAL SUPPORT | $1,000 | ||||
| ROCKY HILL CONGREGATIONAL CHURCH | ||||||||||
| 805 OLD MAIN STREET | ROCKY HILL | CT | 06067 | N/A | GENERAL SUPPORT | $5,000 | ||||
| RON FOLEY PANCREATIC CANCER FOUNDATION | ||||||||||
| 125 STONER DRIVE | WEST HARTFORD | CT | 06107 | N/A | GENERAL SUPPORT | $350 | ||||
| ST JOSEPH PARENTING CENTER | ||||||||||
| 566 ELM STREET 2ND FLOOR | STAMFORD | CT | 06902 | N/A | GENERAL SUPPORT | $1,000 | ||||
| ST JOSEPHS COLLEGE | ||||||||||
| 1678 ASYLUM AVENUE | WEST HARTFORD | CT | 06117 | N/A | GENERAL SUPPORT | $1,000 | ||||
| UNIVERSITY OF RICHMOND | ||||||||||
| 28 WESTHAMPTON WAY | RICHMOND | VA | 23173 | N/A | GENERAL SUPPORT | $50 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 125309 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 8 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 38780 | RelatedOrExemptFunctionIncome |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 1384 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 83450 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 123622 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 123622 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (4 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 3 | THE INTEREST EARNED WILL BE USED TO FUND FUTURE GRANTS. |
| 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | WILLIAM WHELAN | 32 GRISWALD ROAD | RYE | NY | 10580 | 5000 | X |
| 2 | GEORGE LING JR CHAR TRUST | 44 JANET COURT | MILLTOWN | NJ | 08850 | 10000 | X |
| 3 | LYNNE VANDERSLICE | 103 MIDDLEBROOK FARMS ROAD | WILTON | CT | 06897 | 5000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ROBERT J. KOURY CPA | Category |
| Amount | $2,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | 300M BOSTON PROPERTY LP 2.875% BOND | NameOfBond |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 2,214 SHS. HAMLIN BK & TR CO | 221400 | 326011 |
| 600 SHS. PUBLIC STORAGE 6.625% PFD | 13069 | 14976 |
| 3,000 SHS. PUBLIC STORAGE 7.25% PFD | 51375 | 76290 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SHEM CREEK CAPITAL FUND | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 399577 | BookValue |
| EOYFMV | 399577 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PREPAID FEDERAL TAXES | Description |
| BOY Book Value | 251 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 2010 EXCISE TAX | Description |
| Amount | $1,238 | Amount |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SHEM CREEK | Description |
| Revenue And Expenses Per Books | 1384 | RevenueAndExpensesPerBooks |
| Net Investment Income | 1384 | NetInvestmentIncome |
| Adjusted Net Income | 1384 | AdjustedNetIncome |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SMITH BARNEY OVERDRAFT BALANCE | Description |
| BOY Book Value | 6154 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
Comments