Civic Intelligence

Joseph W Hasel Trust

990PF • Fiscal year 2018 • EIN 06-6450189

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 30, 2019

Organization Profile
Cheshire Academy 10 Main StreetCheshire, CT 06410

(203) 272-5396

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

87th percentile

0.19x

Higher debt load relative to revenue than 87% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

91st percentile

47%

Higher net margin than 91% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

61st percentile

6.0%

Faster asset growth than 61% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

94%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$381,998

Up $21,788 (+6.0%) from 2017

Net Assets

Up

$375,832

Up $15,622 (+4.3%) from 2017

Liabilities

Up

$6,166

Up $6,166 from 2017

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin91st percentile

Revenue

Up

$32,923

Up $15,945 (+94%) from 2017

Expenses

Up

$17,301

Up $7,816 (+82%) from 2017

Net Income

Up

$15,622

Up $8,129 (+108%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $308,092Liabilities 2011: $0Net Assets 2011: $308,0922011Assets 2012: $313,869Liabilities 2012: $0Net Assets 2012: $313,8692012Assets 2013: $323,023Liabilities 2013: $0Net Assets 2013: $323,0232013Assets 2014: $350,618Liabilities 2014: $0Net Assets 2014: $350,6182014Assets 2015: $353,359Liabilities 2015: $0Net Assets 2015: $353,3592015Assets 2016: $352,717Liabilities 2016: $0Net Assets 2016: $352,7172016Assets 2017: $360,210Liabilities 2017: $0Net Assets 2017: $360,2102017Assets 2018: $381,998Liabilities 2018: $6,166Net Assets 2018: $375,8322018Assets 2019: $368,489Liabilities 2019: $02019Assets 2020: $367,506Liabilities 2020: $1,982Net Assets 2020: $365,5242020Assets 2021: $389,970Liabilities 2021: $24,446Net Assets 2021: $365,5242021Assets 2022: $372,713Liabilities 2022: $0Net Assets 2022: $372,7132022Assets 2023: $379,788Liabilities 2023: $0Net Assets 2023: $379,7882023Assets 2024: $409,208Liabilities 2024: $11,696Net Assets 2024: $397,5122024

Highlighted filing

2018

Assets$381,998
Liabilities$6,166
Net Assets$375,832
Open 2018 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$20K$0-$20KExpenses 2011: $6,9322011Expenses 2012: $9,6142012Revenue 2013: $17,322Expenses 2013: $8,168Net Income 2013: $9,1542013Revenue 2014: $39,357Expenses 2014: $11,762Net Income 2014: $27,5952014Revenue 2015: $12,395Expenses 2015: $9,654Net Income 2015: $2,7412015Revenue 2016: $11,780Expenses 2016: $12,422Net Income 2016: -$6422016Revenue 2017: $16,978Expenses 2017: $9,485Net Income 2017: $7,4932017Revenue 2018: $32,923Expenses 2018: $17,301Net Income 2018: $15,6222018Revenue 2019: $13,395Expenses 2019: $20,738Net Income 2019: -$7,3432019Revenue 2020: $8,405Expenses 2020: $11,370Net Income 2020: -$2,9652020Revenue 2021: $32,312Expenses 2021: $32,312Net Income 2021: $02021Revenue 2022: $13,748Expenses 2022: $6,559Net Income 2022: $7,1892022Revenue 2023: $11,099Expenses 2023: $4,024Net Income 2023: $7,0752023Revenue 2024: $22,402Expenses 2024: $4,678Net Income 2024: $17,7242024

Highlighted filing

2018

Revenue$32,923
Expenses$17,301
Net Income$15,622
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 30, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Joseph W Hasel Trust
EIN
06-6450189
Phone
2032725396
Address
Cheshire Academy 10 Main Street, Cheshire, CT 06410

Signing Officer

Name
Matthew R Piechota
Title
Chief Financial Officer
Phone
2034397200
Signed
2019-09-30
Discuss with paid preparer
Yes

Preparer

Firm
John J Palmeri Attorney at Law LLC
Address
515 Highland Avenue, Cheshire, CT 06410
Preparer
John J Palmeri
Phone
2036999132
Raw XML Appendix365 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt01240
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0Various
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt022511
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt118021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt311419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt424573
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt528929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt625332
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt710361
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt829290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt922157
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1017885
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1119627
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1221780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1317454
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1446785
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1521090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1612698
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1720928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt025369
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt119367
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29558
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt313311
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt423103
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt524666
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt626631
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt711036
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt826812
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt919738
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1016486
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1118990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1215727
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1313520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1445128
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1519687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1610164
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1719873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0259 shares of Vanguard DIVID Appreciation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1515 shares of Oppenheimer Devloping Markets Fd Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm276 shares of Vanguard S P Small Cap 600 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3119 shares of Vanguard S P Mid-Cap 400 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4990 shares of Lord Abbett Growth Leaders Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51206 shares of Oakmark International Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6842 shares of Gateway Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7148 shares of Vanguard REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82959 shares of Natixis ASG Managed Futures Strat Fund A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91459 shares of Loomis Sayles Strategic Income Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103982 shares of Lord Abbett Short Duration Income Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11372 shares of First Eagle Global Funds
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12595 shares of Putnam Capital Spectrum Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131071 shares of Principal Small - Midcap Dividend Inc Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm143593 shares of Nataxis Loomis Sayles Core Plus Bond
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm152097 shares of Principal Investors Preferred Secs Instl
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16425 shares of Teton Westwood Mighty Mites Class 1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm171918 shares of Counterpoint Tactical Income Fund Class 1
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt09551
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt023372
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt032923
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt032923
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt06633
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt023372
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt014383
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt014383
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt09504
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt09504
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt09504
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt015622
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt090563
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt047
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt047
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt047
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt0875
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0875
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0875
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt023372
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt030005
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt01628
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01628
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01628
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt0415
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0415
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0415
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt09551
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt02918
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt014383
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02918
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt017301
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt032923
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt032923
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt02918
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02918
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02918
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt067191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt016425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt016425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt083616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0USB Account 19701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt023372
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt016425
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt015622
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0375832
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0360210
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0375832
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt018346
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt018346
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt018346
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt018572
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0226
IRS990PF/DistributableAmountGrp/TotalTaxAmt0226
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0226
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt0226
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt074
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0226
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0226
IRS990PF/FMVAssetsEOYAmt0362554
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt06166
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0347186
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0378610
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0359166
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt012435
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt012435
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PermanentlyRestrictedBOYAmt0360210
IRS990PF/Form990PFBalanceSheetsGrp/PermanentlyRestrictedEOYAmt0375832
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt013024
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03388
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03388
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0360210
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0381998
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0362554
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt06166
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0360210
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0381998
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0360210
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0375832
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0377094
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08206
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0368888
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05656
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt018572
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0371438
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0377094
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0Cheshire Academy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt010 Main Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Cheshire
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006410
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt06720
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt09838
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt06722
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt08787
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt05628
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0371438
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt014383
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt014083
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt014383
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0300
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt014383
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0All trust income shall be paid to the designated charitable entity in annual, or more frequent, intervals, to fulfill the
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1designated Trust purpose, as outlined in the Will of Joseph Hassell.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010 Main Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Cheshire
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006410
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Cheshire Academy
IRS990PF/StatementsRegardingActyGrp/PhoneNum02032725396
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Ethan T. Kornacki 11 Buttonwood Circle, Cheshire, CT 06410 Scholarship
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Alexa Willimason 10208 Rosalee LAne, Strongsville, OH 44136 Scholarship
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0Cheshire Academy 10 Main Street, Cheshire, CT 06410 General Purposes
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt02500
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt02500
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt09383
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt29383
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Cheshire Academy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Ethan T Kornacki
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Alexa Williamson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0Student
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1Student
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2Beneficiary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt011 Buttonwood Circle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt110208 Rosalee LAne
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt210 Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Cheshire
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Strongsville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Cheshire
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006410
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd144136
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206410
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014383
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0Cheshire Academy
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0School
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0Primary Beneficiary Trustee
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014383
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018346
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03963
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06864
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09907
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06821
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09154
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05777
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03963
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01814
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt032746
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt014157
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06864
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09907
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06821
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09154
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014383
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt034560
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt038523
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0559
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt111409
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt2368
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt399
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Bobs Furniture
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Trod Nossell Recording Studios
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2Meriden Auction Rooms
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt3Salka Office Furniture
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0559
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt111409
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt2368
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt399
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt0875
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0John J. Palmeri, Attorney at Law, LLC
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0875
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0875
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt01628
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment Advosory Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01628
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01628
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0191
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1100
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt2124
TaxesSchedule/TaxesDetail/Amt0191
TaxesSchedule/TaxesDetail/Amt1100
TaxesSchedule/TaxesDetail/Amt2124
TaxesSchedule/TaxesDetail/CategoryTxt0United States Treasury - 2017 Tax
TaxesSchedule/TaxesDetail/CategoryTxt1NYS Department of Law - 2017 Filing
TaxesSchedule/TaxesDetail/CategoryTxt2Foreign Tax Paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0191
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1100
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2124
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Matthew R Piechota
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chief Financial Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum02034397200
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Joseph W Hasel Trust
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0066450189
ReturnHeader/Filer/PhoneNum02032725396
ReturnHeader/Filer/USAddress/AddressLine1Txt0Cheshire Academy 10 Main Street
ReturnHeader/Filer/USAddress/CityNm0Cheshire
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006410
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DB82E8CE7028DB6590C4D8967E9A656B1996EC1D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DB82E8CE7028DB6590C4D8967E9A656B1996EC1D
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId00643602019128sihit1b
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.172.165.58
ReturnHeader/FilingSecurityInformation/IPDt02019-09-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:20:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061569605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John J Palmeri Attorney at Law LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0515 Highland Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cheshire
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006410
ReturnHeader/PreparerPersonGrp/PhoneNum02036999132
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John J Palmeri
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-09-30T12:31:21-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$381,998
Liabilities
$6,166
Net assets
$375,832
Revenue
$32,923
Expenses
$17,301
Net income
$15,622
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$4.09$0.12$3.98$0.22$0.05$0.18
2023Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.11$0.04$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.14$0.07$0.07
2021Detailed filing. Detailed filing data is available for this year.$3.90$0.24$3.66$0.32$0.32$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.68$0.02$3.66$0.08$0.11$0.03
2019Summary only. Only limited summary data is available for this year.$3.68$0.00$0.13$0.21$0.07
2018Detailed filing. Detailed filing data is available for this year.$3.82$0.06$3.76$0.33$0.17$0.16
2017Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.17$0.09$0.07
2016Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.12$0.12$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.12$0.10$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.39$0.12$0.28
2013Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.17$0.08$0.09
2012Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.10
2011Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.07