Civic Intelligence

Helen M Daghlian Trust

EIN 81-6536444 • Mystic, CT

86 DenisonMystic, CT 06355
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

5th percentile

-95%

Higher net margin than 5% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

52nd percentile

$15,627

Higher top officer pay than 52% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

72nd percentile

11%

Faster asset growth than 72% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

43%

Faster revenue growth than 76% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,500,527

Up $152,378 (+11%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$1,500,527

Up $165,352 (+12%) from 2023

Revenue

Up

$56,333

Up $16,980 (+43%) from 2023

Expenses

Down

$110,027

Down $5,556 (-4.8%) from 2023

Net Income

Up

-$53,694

Up $22,536 (+30%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2018: $1,189,854Liabilities 2018: $0Net Assets 2018: $1,189,8542018Assets 2019: $1,282,617Liabilities 2019: $1Net Assets 2019: $1,282,6172019Assets 2020: $1,397,744Liabilities 2020: $1Net Assets 2020: $1,397,7442020Assets 2021: $1,565,529Liabilities 2021: $1Net Assets 2021: $1,565,5292021Assets 2022: $1,242,908Liabilities 2022: $1Net Assets 2022: $1,242,9082022Assets 2023: $1,348,149Liabilities 2023: $1Net Assets 2023: $1,335,1752023Assets 2024: $1,500,527Liabilities 2024: $0Net Assets 2024: $1,500,5272024

Highlighted filing

2024

Assets$1,500,527
Liabilities$0
Net Assets$1,500,527

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2018: $70,858Expenses 2018: $39,325Net Income 2018: $31,5332018Revenue 2019: $47,002Expenses 2019: $150,756Net Income 2019: -$103,7542019Revenue 2020: $32,514Expenses 2020: $104,018Net Income 2020: -$71,5042020Revenue 2021: $38,372Expenses 2021: $31,290Net Income 2021: $7,0822021Revenue 2022: $30,851Expenses 2022: $42,652Net Income 2022: -$11,8012022Revenue 2023: $39,353Expenses 2023: $115,583Net Income 2023: -$76,2302023Revenue 2024: $56,333Expenses 2024: $110,027Net Income 2024: -$53,6942024

Highlighted filing

2024

Revenue$56,333
Expenses$110,027
Net Income-$53,694

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 14, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH MORIARTYTrustee-$15,377-$15,377
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGEMMA MORANFOOD CENTER/FOOD DISTRIBUTION CENTER-NEW LONDON, CT, US$65,000
Paid GrantENGAGING HEAVANFEED THE POOR-NEW LONDON, CT, US$24,000
Paid GrantASPCAPREVENTION OF CRUELTY TO ANIMALS-NEW YORK, NY, US$3,000
Filing and Contact Details

Filer

Filer Name
Helen M Daghlian Trust
EIN
81-6536444
Phone
8605728585
Address
86 DENISON, MYSTIC, CT 06355

Signing Officer

Name
Sarah Moriarty
Title
Trustee
Phone
8605728585
Signed
2025-04-14
Discuss with paid preparer
Yes

Preparer

Firm
Hoyt Filippetti & Malaghan LLC
Address
1041 POQUONNOCK RD, GROTON, CT 06340-4211
Preparer
Susan K Jones CPA
Phone
8605369685
Raw XML Appendix234 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt02650
AccountingFeesSchedule/AccountingFeesDetail/Amt02650
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREP
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02650
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02023-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12022-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0FIRST REP BANK
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1NVIDIA CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt024930
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt12904
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt025000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt127584
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt070
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02024-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12024-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt024680
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01418499
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0JANNEY MONTGOMERY SCOTT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01418499
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt024779
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt024680
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt03205
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0SYMETRA LIFE INSURANCE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt03669
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt056333
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt056333
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt02650
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02650
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02650
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt029003
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt015377
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt092000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt092000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt024779
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt024779
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt024779
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-53694
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt052584
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt03205
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03205
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03205
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt024680
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt025334
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt03669
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03669
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt031653
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt02650
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt092000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02650
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0110027
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt027984
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt056333
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt02650
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02650
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt018027
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-53694
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0206072
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01500527
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01348149
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01500527
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt073445
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt073445
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt073445
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt073797
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0352
IRS990PF/DistributableAmountGrp/TotalTaxAmt0352
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0352
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0352
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0352
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0352
IRS990PF/FMVAssetsEOYAmt01500527
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt037679
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt082028
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt082028
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt01348149
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt01500527
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01310470
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01418499
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01418499
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01348149
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01500527
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01500527
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01348149
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01500527
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01348149
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01500527
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01498406
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0135660
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01362746
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt022476
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt073797
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01475930
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01498406
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt015377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SARAH MORIARTY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MYSTIC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006355
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt092000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt092000
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/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/IndividualWithBooksNm0SARAH D MORIARTY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt086 DENISON AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MYSTIC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006355
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08605728585
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt165000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt224000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PREVENTION OF CRUELTY TO ANIMALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FOOD CENTER/FOOD DISTRIBUTION CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FEED THE POOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ASPCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GEMMA MORAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ENGAGING HEAVAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0424 E 92ND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1374 BROAD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt266 UNION STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW LONDON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW LONDON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0101286804
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106320
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206320
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt092000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt060612
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt031388
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt073445
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt092000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012833
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt031388
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt03669
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SYMETRA LIFE INSURANCE
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03669
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0206072
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN INVESTMENT VALUE
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH MORIARTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08605728585
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELEN M DAGHLIAN TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DAGHLIAN
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0816536444
ReturnHeader/Filer/PhoneNum08605728585
ReturnHeader/Filer/USAddress/AddressLine1Txt086 DENISON
ReturnHeader/Filer/USAddress/CityNm0MYSTIC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006355
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201696994
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOYT FILIPPETTI & MALAGHAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01041 POQUONNOCK RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GROTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0063404211
ReturnHeader/PreparerPersonGrp/PhoneNum08605369685
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN K JONES CPA
ReturnHeader/ReturnTs02025-04-28T15:17:15-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.