Civic Intelligence

Joseph W Hasel Trust

990PF • Fiscal year 2021 • EIN 06-6450189

Jan 01, 2021 to Dec 31, 2021 • Filed on May 09, 2022

Organization Profile
10 Main StreetCheshire, CT 06410

(203) 439-7200

Siviq Scores

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

Liabilities / Assets

77th percentile

0.06x

Higher debt load relative to assets than 77% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

93rd percentile

0.76x

Higher debt load relative to revenue than 93% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

37th percentile

0.0%

Higher net margin than 37% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

54th percentile

6.1%

Faster asset growth than 54% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

94th percentile

284%

Faster revenue growth than 94% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$389,970

Up $22,464 (+6.1%) from 2020

Net Assets

Flat

$365,524

Flat from 2020

Liabilities

Up

$24,446

Up $22,464 (+1133%) from 2020

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin37th percentile

Revenue

Up

$32,312

Up $23,907 (+284%) from 2020

Expenses

Up

$32,312

Up $20,942 (+184%) from 2020

Net Income

Up

$0

Up $2,965 (+100%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2021

Assets$389,970
Liabilities$24,446
Net Assets$365,524
Open 2021 Filing

Operations Trend

Revenue Growth94th 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

2021

Revenue$32,312
Expenses$32,312
Net Income$0
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 9, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Matthew R Piechota CPACFO-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-General PurposesPCCheshire, CT, US$26,477
Paid Grant-ScholarshipISouthington, CT, US$2,500
Paid Grant-ScholarshipIWillaimsville, NY, US$2,500
Filing and Contact Details

Filer

Filer Name
Joseph W Hasel Trust
EIN
06-6450189
Phone
2034397200
Address
10 Main Street, Cheshire, CT 06410

Signing Officer

Name
Matthew R Piechota
Title
CFO
Signed
2022-05-09
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 Appendix272 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
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt020205
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/RelatedOrExemptFunctionIncmAmt012107
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt032312
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt032312
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt031477
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt020205
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt031477
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt031477
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt011824
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt011824
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0197245
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt0613
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0613
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0613
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0613
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt020205
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt031477
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt020205
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0282
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0282
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt012107
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt0222
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0222
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0222
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0222
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt032312
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0835
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt032312
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0835
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt032312
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt032312
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt032312
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0835
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0835
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0835
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt020205
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt020205
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0365524
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0365524
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0365524
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0438
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0438
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0438
IRS990PF/DistributableAmountGrp/TotalTaxAmt0438
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0438
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0438
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0438
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0438
IRS990PF/FMVAssetsEOYAmt0459744
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07707
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt06330
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt06330
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt0365524
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt0365524
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt01982
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt024446
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0359799
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0383640
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0453414
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0367506
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0389970
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0459744
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01982
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt024446
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0367506
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0389970
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0365524
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0365524
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Matthew R Piechota CPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CFO
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/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt032312
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt032312
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
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/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/BusinessNameLine1Txt0Matthew R Piechota
IRS990PF/StatementsRegardingActyGrp/PhoneNum02034397200
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Scholarship Awards
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Residue of Income to Cheshire Academy
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Scholarship Application
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Joseph W Hasel Scholarship
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02034397200
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt010 Main Street
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Cheshire
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd006410
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Athletic Achievement
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt026477
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Cheshire Academy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Aneeya Dancy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2John Brandon
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0Trustee / Beneficiary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt010 Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1661 Jude Lane
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt28191 Pinestone Court
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Cheshire
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Southington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Willaimsville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006410
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106489
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd214221
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt031477
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010685
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt019675
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt014157
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06864
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09907
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt09907
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt083693
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt032312
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010685
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt019675
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014157
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06864
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032312
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt032312
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt093600
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt061288
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt0613
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0613
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0613
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0613
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0359799
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Bond Funds
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Equity Funds
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2Exchange Traded Funds
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt056566
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt119386
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2307688
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt055107
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt119229
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt2379078
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0282
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0282
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt012107
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0222
TaxesSchedule/TaxesDetail/Amt0222
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Income Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0222
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0222
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Matthew R Piechota
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Joseph W Hasel Trust
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0066450189
ReturnHeader/Filer/PhoneNum02034397200
ReturnHeader/Filer/USAddress/AddressLine1Txt010 Main Street
ReturnHeader/Filer/USAddress/CityNm0Cheshire
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006410
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/PreparerPersonNm0John J Palmeri
ReturnHeader/ReturnTs02022-05-09T07:38:16-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Matthew R
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Piechota
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$389,970
Liabilities
$24,446
Net assets
$365,524
Revenue
$32,312
Expenses
$32,312
Net income
$0
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