TY 2012 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation

Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.

OMB No. 1545-0052

2012

Open to Public Inspection

For calendar year 2012, or tax year beginning 01-01-2012 , and ending 12-31-2012

Name of foundation
The Geigl Family Charitable Foundation Trust

Number and street (or P.O. box number if mail is not delivered to street address)c/o Mark W Dost 60 N Main St Fl 2 Room/suite

City or town, state, and ZIP code
Waterbury, CT06702

A Employer identification number

06-6461133

B Telephone number (see instructions)

(203) 596-9030

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address changeName change

D 1. Foreign organizations, check here ............. bullet

2. Foreign organizations meeting the 85% test,
check here and attach computation ........... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trustOther taxable private foundation

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$825,393J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

E If private foundation status was terminated
under section 507(b)(1)(A), check here ......... bullet

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ......... bullet

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check
3	Interest on savings and temporary cash investments	10,313		10,313
4	Dividends and interest from securities......	14,101		14,101
5a	Gross rents..............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		31,396
b	Gross sales price for all assets on line 6a 442,373
7	Capital gain net income (from Part IV, line 2)...			31,396
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......		285	285
12	Total. Add lines 1 through 11........	56,095		56,095
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........		2,029	2,029
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....		5,029	5,029
17	Interest...............
18	Taxes (attach schedule) (see instructions)		1,574	1,574
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		645	645
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	9,277		9,277	0
25	Contributions, gifts, grants paid........	44,000			44,000
26	Total expenses and disbursements. Add lines 24 and 25	53,277		9,277	44,000
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	2,818
b	Net investment income (if negative, enter -0-)			46,818
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2012)

Form 990-PF (2012)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing...............
	2	Savings and temporary cash investments..........	21,620	91,091	91,091
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see page 15 of the
		instructions)....................
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use...............
	9	Prepaid expenses and deferred charges...........
	10a	Investments—U.S. and state government obligations (attach schedule)	25,592
	b	Investments—corporate stock (attach schedule)........	345,016	327,509	383,633
	c	Investments—corporate bonds (attach schedule)........	327,610	329,371	350,669
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans..............
	13	Investments—other (attach schedule)...........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	719,838	747,971	825,393
	17	Accounts payable and accrued expenses..........
	18	Grants payable...................
	19	Deferred revenue..................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22)..........		0
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted....................
	25	Temporarily restricted................
	26	Permanently restricted................
		Foundations that do not follow SFAS 117, check here
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds.........	719,838	747,971
	28	Paid-in or capital surplus, or land, bldg., and equipment fund
	29	Retained earnings, accumulated income, endowment, or other funds
	30	Total net assets or fund balances (see page 17 of the
		instructions)....................	719,838	747,971
	31	Total liabilities and net assets/fund balances (see page 17 of
		the instructions)..................	719,838	747,971

Part III	Analysis of Changes in Net Assets or Fund Balances
1	Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
	with end-of-year figure reported on prior year’s return)...............	1	719,838
2	Enter amount from Part I, line 27a.....................	2	2,818
3	Other increases not included in line 2 (itemize)	3	26,204
4	Add lines 1, 2, and 3..........................	4	748,860
5	Decreases not included in line 2 (itemize)	5	889
6	Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.	6	747,971

Form 990-PF (2012)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	0.7500 Shares ETF Barclays BK BEF	P	2012-01-25	2012-10-22
b	429 Shares ETF Barclays BK BEF			2012-12-31
c	355 Shares IShares TR Dow Jones US Oil Equip Svcs index FD	P	2011-12-01	2012-09-27
d	263 Shares Spdr Down Jones Indl Average Etf Tr Unit Ser 1			2012-12-10
e	229.9490 Shares USAA Precious Metals Minerals FD		2012-09-24	2012-12-19
	3,729.46 Shares Vanguard Short Term Fed Fd Adm 549			2012-11-28
	270 Shares Templeton Emerging Mkts Income Fd In Com		2011-02-16	2012-03-15
	1,530 Shares Templeton Emerging Mkts Income Fd Inc Com		2011-02-16	2012-07-18
	25,000 Shares Federal Home Ln Mtg Corp Deb 5.125 Due 07/15/12		2006-02-06	2012-07-15
	100 Shares IShares Core Total U.S. Bond Market Etf		2010-02-16	2012-03-08
	785 Shares IShares Inc MSCI Pacific Ex-Japan Index Fd		2010-07-06	2010-10-04
	263 Shares Ishares Nasdaq Biotechnology Index Fd		2004-06-14	2012-01-25
	145 Shares Ishares Tr Dow Jones US Technology Sector Index Fd			2012-04-26
	145 Shares Ishares Tr Dow Jones US Technology Sector Index Fd		2010-05-28	2012-05-16
	100 Shares Ishares Tr Dow Jones US Utils Sector Index Fd		2010-06-23	2012-12-10
	392 Shares Market Vectors Etf Tr Agribusiness Etf		2010-09-17	2012-11-28
	30,000 Shares Sallie Mae Bk Murray Utah CTF Dep 3.10 Due 06/04/12		2009-05-29	2012-06-04
	301.2950 Shares USAA Precious Metals Minerals Fd		2008-06-13	2012-12-19
	194.6850 Shares Vanguard Energy Fund Admiral Shares 551			2012-11-07
	402.9910 Shares Vanguard Precious Metal Mining 53		2009-09-03	2012-09-21
	170 Shares ETF Platinum Tr Sh Ben Int			2012-10-17
	0 Shares ETF Platinum Tr Sh Ben Int		2010-01-14	2012-12-31
	0 Shares ETF Platinum Tr Sh Ben Int		2010-01-14	2012-12-31
	0 Shares ETF Platinum Tr Sh Ben Int		2010-06-23	2012-12-31
	780 Shares IShares Silver Tr Shares		2009-04-23	2012-12-10
	0 Shares IShares Silver Tr Shares		2009-04-23	2012-12-31
	150 Shares Spdr Gold Tr Gold Shs		2009-12-07	2012-12-10
	0 Shares Spdr Gold Tr Gold Shs		2006-10-03	2012-12-31
	0 Shares Spdr Gold Tr Gold Shs		2009-12-07	2012-12-31

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	27	83	-56
b	14,357	40,469	-26,112
c	18,582	19,709	-1,127
d	34,649	33,312	1,337
e	6,027	7,181	-1,154
	40,614	40,452	162
	4,404	4,472	-68
	25,450	25,340	110
	25,000	25,592	-592
	11,022	10,412	610
	35,374	28,711	6,663
	30,078	18,973	11,105
	11,039	8,413	2,626
	10,276	8,024	2,252
	8,709	7,096	1,613
	20,202	18,318	1,884
	30,000	30,000
	7,897	10,000	-2,103
	21,781	13,887	7,894
	7,169	7,137	32
	27,840	26,627	1,213
	34	36	-2
	30	32	-2
	64	66	-2
	25,139	9,765	15,374
	249	102	147
	24,908	16,648	8,260
	154	52	102
	98	68	30

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			-56
b			-26,112
c			-1,127
d			1,337
e			-1,154
			162
			-68
			110
			-592
			610
			6,663
			11,105
			2,626
			2,252
			1,613
			1,884

			-2,103
			7,894
			32
			1,213
			-2
			-2
			-2
			15,374
			147
			8,260
			102
			30

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	31,396
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . . . .		3	4,326

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? Yes No

If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.

1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a) Base period years Calendar year (or tax year beginning in)	(b) Adjusted qualifying distributions	(c) Net value of noncharitable-use assets	(d) Distribution ratio (col. (b) divided by col. (c))
2011	98,410	937,974	000.104918
2010	74,086	865,870	000.085562
2009	43,799	791,791	000.055316
2008	47,200	931,432	000.050675
2007	71,000	1,024,032	000.069334

2	Total of line 1, column (d) ......................	2	000.365805
3	Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by the number of years the foundation has been in existence if less than 5 years. . .	3	000.073161
4	Enter the net value of noncharitable-use assets for 2012 from Part X, line 5.....	4	844,881
5	Multiply line 4 by line 3.......................	5	61,812
6	Enter 1% of net investment income (1% of Part I, line 27b)...........	6	468
7	Add lines 5 and 6.........................	7	62,280
8	Enter qualifying distributions from Part XII, line 4..............	8	44,000
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.

Form 990-PF (2012)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check hereand enter “N/A” on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	936
	hereand enter 1% of Part I, line 27b...................
c	All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2
3	Add lines 1 and 2............................	3	936
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-).	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	936
6	Credits/Payments:

a	2012 estimated tax payments and 2011 overpayment credited to 2012	6a	750
b	Exempt foreign organizations—tax withheld at source.......	6b
c	Tax paid with application for extension of time to file (Form 8868)	6c
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	750
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	186
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2013 estimated tax	Refunded	11

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of

the instructions for definition)?............................

If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If “Yes,” attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If “Yes,” has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If “Yes,” attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?

If “Yes,” complete Part XIV.............................

Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement (see instructions).................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

Tinley Nastri Renehan & Dost LLP Telephone no. bullet

(203) 596-9030

Located at bullet

60 N Main St 2d FloorWaterburyCT ZIP+4 bullet

06702

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —Check here......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ...... bullet

At any time during calendar year 2012, did the foundation have an interest in or a signature or other authority over

a bank, securities, or other financial account in a foreign country? .................

See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet

Form 990-PF (2012)

Page 5

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?.........................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)?.................YesNo

(6) Agree to pay money or property to a government official? (Exception. Check “No”

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.).........YesNo

If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...

Organizations relying on a current notice regarding disaster assistance check here......... bullet

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2012?.............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2012, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2012?...............YesNo

If “Yes,” list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer “No” and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?.........................YesNo

If “Yes,” did it have excess business holdings in 2012 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2012.)....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2012?

During the year did the foundation pay or incur any amount to:

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?...............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?........YesNo

If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant?............YesNo

If “Yes,” attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?........................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....

If “Yes” to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

Form 990-PF (2012)

Page 6

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
William A Geigl	Trustee 001.00	0
22 Michael Lane Newington,CT06111	Trustee 001.00	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE.”
(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances










Total number of other employees paid over $50,000...................

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation

Total number of others receiving over $50,000 for professional services............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.		Expenses
1	None	0
2


3


4

Form 990-PF (2012)

Page 7

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.		Amount
1	None
2


All other program-related investments. See page 24 of the instructions.
3

Total. Add lines 1 through 3.......................... bullet

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

823,151

Average of monthly cash balances.......................

34,596

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

857,747

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

857,747

Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see

instructions) Click to see attachment

.............................

12,866

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

844,881

Minimum investment return. Enter 5% of line 5..................

42,244

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet

and do not complete this part.)

Minimum investment return from Part X, line 6....................

42,244

Tax on investment income for 2012 from Part VI, line 5......

936

Income tax for 2012. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

936

Distributable amount before adjustments. Subtract line 2c from line 1............

41,308

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

41,308

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,

line 1................................

41,308

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 Click to see attachment

..........

44,000

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

44,000

Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income. Enter 1% of Part I, line 27b (see instructions).................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

44,000

Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.

Form 990-PF (2012)

Page 8

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(d) 2012
1 Distributable amount for 2012 from Part XI, line 7			41,308
2 Undistributed income, if any, as of the end of 2012:
a Enter amount for 2011 only.......
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2012:
a From 2007.......	20,346
b From 2008.......	1,017
c From 2009.......	4,611
d From 2010.......	31,621
e From 2011.......	53,011
fTotal of lines 3a through e.........		110,606
4Qualifying distributions for 2012 from Part
XII, line 4: $ 44,000
a Applied to 2011, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions)......
c Treated as distributions out of corpus (Election required—see instructions).........
d Applied to 2012 distributable amount.....			41,308
e Remaining amount distributed out of corpus		2,692
5 Excess distributions carryover applied to 2012.
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		113,298
b Prior years’ undistributed income. Subtract line 4b from line 2b ...........
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2011. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2012. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2013 ..........			0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (see instructions) .............
8Excess distributions carryover from 2007 not applied on line 5 or line 7 (see instructions) ...		20,346
9Excess distributions carryover to 2013. Subtract lines 7 and 8 from line 6a ......		92,952
10 Analysis of line 9:
a Excess from 2008....	1,017
b Excess from 2009....	4,611
c Excess from 2010....	31,621
d Excess from 2011....	53,011
e Excess from 2012....	2,692

Form 990-PF (2012)

Page 9

Part XIV

Private Operating Foundations (see instructions and Part VII-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2012, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2012	(b) 2011	(c) 2010	(d) 2009	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ....
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets” alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment” alternative test— enter 2⁄3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support” alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the organization had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

None

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

None

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under
other conditions, complete items 2a, b, c, and d.

aThe name, address, and telephone number or e-mail of the person to whom applications should be addressed:

Geigl Family Charitable Fdn Trust
22 Michael Lane
Newington,CT06111
(860) 667-3566

bThe form in which applications should be submitted and information and materials they should include:

Letter requesting funds telephone solicitation will not be accepted

cAny submission deadlines:

None

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Limited to 501c3 public charities

Form 990-PF (2012)

Page 10

Part XV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
Animal Alliance Welfare League Inc PO Box 1775 New Britain,CT06050			Charitable Purposes	3,500
Coalition for Christian Outreach 5912 Penn Avenue Pittsburgh,PA15206			Religious Purposes	3,000
Personal Freedom Outreach PO Box 26062 Saint Louis,MO63136			Religious Purposes	12,500
Foodshare Inc 450 Woodland Avenue Bloomfield,CT06002			Charitable Purposes	5,000
The Savation Army Southern New England Division 855 Asylum Avenue Hartford,CT06105			Charitable Purposes	20,000
Total ................................. 3a				44,000

bApproved for future payment

Total ................................. 3b

Form 990-PF (2012)

Page 11

Part XVI-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3Interest on savings and temporary cash investments			14	10,313
4 Dividends and interest from securities....			14	14,101
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6Net rental income or (loss) from personal property
7 Other investment income.....				285
8Gain or (loss) from sales of assets other than inventory			18	31,396
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory..
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..				56,095

13Total. Add line 12, columns (b), (d), and (e)..................

1356,095

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2012)

Page 12

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section

Yes

501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........YesNo

If “Yes,” complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name Firm's address			Firm's EIN
				Phone no.

Form 990-PF (2012)

Additional Data

Software ID:	12000057
Software Version:	12.15.422.1
Part VI Line 7 - Tax Paid Original Return:	750

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2012 GainLossSaleOtherAssetsSch

Name:

The Geigl Family Charitable Foundation Trust

EIN: 06-6461133

Software ID:12000057

Software Version:12.15.422.1

Name	Date Acquired	How Acquired	Date Sold	Gross Sales Price	Basis	Total (net)
0.7500 Shares ETF Barclays BK BEF	2012-01	P	2012-10	27	83	-56
429 Shares ETF Barclays BK BEF			2012-12	14,357	40,469	-26,112
355 Shares IShares TR Dow Jones US Oil Equip Svcs index FD	2011-12	P	2012-09	18,582	19,709	-1,127
263 Shares Spdr Down Jones Indl Average Etf Tr Unit Ser 1			2012-12	34,649	33,312	1,337
229.9490 Shares USAA Precious Metals Minerals FD	2012-09		2012-12	6,027	7,181	-1,154
3,729.46 Shares Vanguard Short Term Fed Fd Adm 549			2012-11	40,614	40,452	162
270 Shares Templeton Emerging Mkts Income Fd In Com	2011-02		2012-03	4,404	4,472	-68
1,530 Shares Templeton Emerging Mkts Income Fd Inc Com	2011-02		2012-07	25,450	25,340	110
25,000 Shares Federal Home Ln Mtg Corp Deb 5.125 Due 07/15/12	2006-02		2012-07	25,000	25,592	-592
100 Shares IShares Core Total U.S. Bond Market Etf	2010-02		2012-03	11,022	10,412	610
785 Shares IShares Inc MSCI Pacific Ex-Japan Index Fd	2010-07		2010-10	35,374	28,711	6,663
263 Shares Ishares Nasdaq Biotechnology Index Fd	2004-06		2012-01	30,078	18,973	11,105
145 Shares Ishares Tr Dow Jones US Technology Sector Index Fd			2012-04	11,039	8,413	2,626
145 Shares Ishares Tr Dow Jones US Technology Sector Index Fd	2010-05		2012-05	10,276	8,024	2,252
100 Shares Ishares Tr Dow Jones US Utils Sector Index Fd	2010-06		2012-12	8,709	7,096	1,613
392 Shares Market Vectors Etf Tr Agribusiness Etf	2010-09		2012-11	20,202	18,318	1,884
30,000 Shares Sallie Mae Bk Murray Utah CTF Dep 3.10 Due 06/04/12	2009-05		2012-06	30,000	30,000
301.2950 Shares USAA Precious Metals Minerals Fd	2008-06		2012-12	7,897	10,000	-2,103
194.6850 Shares Vanguard Energy Fund Admiral Shares 551			2012-11	21,781	13,887	7,894
402.9910 Shares Vanguard Precious Metal Mining 53	2009-09		2012-09	7,169	7,137	32
170 Shares ETF Platinum Tr Sh Ben Int			2012-10	27,840	26,627	1,213
0 Shares ETF Platinum Tr Sh Ben Int	2010-01		2012-12	34	36	-2
0 Shares ETF Platinum Tr Sh Ben Int	2010-01		2012-12	30	32	-2
0 Shares ETF Platinum Tr Sh Ben Int	2010-06		2012-12	64	66	-2
780 Shares IShares Silver Tr Shares	2009-04		2012-12	25,139	9,765	15,374
0 Shares IShares Silver Tr Shares	2009-04		2012-12	249	102	147
150 Shares Spdr Gold Tr Gold Shs	2009-12		2012-12	24,908	16,648	8,260
0 Shares Spdr Gold Tr Gold Shs	2006-10		2012-12	154	52	102
0 Shares Spdr Gold Tr Gold Shs	2009-12		2012-12	98	68	30

- TIN:

TY 2012 GeneralExplanationAttachment

Name:

The Geigl Family Charitable Foundation Trust

EIN: 06-6461133

Software ID:12000057

Software Version:12.15.422.1

Identifier	Return Reference	Explanation

- TIN:

TY 2012 InvestmentsCorpBondsSchedule

Name:

The Geigl Family Charitable Foundation Trust

EIN: 06-6461133

Software ID:12000057

Software Version:12.15.422.1

Name of Bond	End of Year Book Value	End of Year Fair Market Value
ATT Inc 5.50 2018-02-01	29,970	35,739
American Express Cr Corp Medium Term Nts 5.88 2013-05-02	30,000	30,542
Dell Inc Sr Nt 4.70 2013-04-15	24,573	25,293
Doubleline Total Return Bond Fund Class I 2040	37,934	38,255
Federated Total Return Bd Fd Is 328	16,250	16,962
Fidelity Advisor Emerging Markets Income Fund Class I 607	25,505	26,474
Fidelity Focused High Income Fund 1366	18,449	19,227
General Elec Cap Corp Medium Term Nts 5.00 2016-01-18	30,000	33,331
Ishares Core Total U.S. Bond Market Etf f/k/a Ishares Tr Barclays Aggregate Bd Fd	10,932	11,663
Pepsico Inc 5.00 2018-06-01	19,736	23,721
Pimco Etf Tr Total Return Exchg - Traded Fd	55,454	55,834
Proctor Gamble Co Sr Nt 4.85 2015-12-15	30,568	33,628

- TIN:

TY 2012 InvestmentsCorpStockSchedule

Name:

The Geigl Family Charitable Foundation Trust

EIN: 06-6461133

Software ID:12000057

Software Version:12.15.422.1

Name of Stock	End of Year Book Value	End of Year Fair Market Value
100 shares of Noble Corp./Noble Corporation Baar Namen Akt	1,770	3,482
429 shares of Etf Barclays Bk Bef	40,469	13,646
180 shares of Conocophillips	4,009	10,438
120 shares of Deere Co.	2,827	10,370
666 shares of Doubline Multi-Asset Growth Fd Cl I 2048	6,708	6,655
1827 shares of Fidelity Emerging Europe Middle East Africa Emea Fund	7,800	16,787
940 shares of Ishares Siver Tr Ishares	11,882	27,608
351 shares of Ishares Tr SP Global Telecommunications Sector Index Fd	17,383	20,067
460 shares of Ishares Tr SP Latin Amer 40 Index Fd	20,473	20,166
655 shares of Ishares Tr Msci EAFE Index Fd	35,425	37,243
260 shares of Ishares Tr Dow Jones US Utils Sector Index Fd	18,449	22,454
305 shares of Market Vectors Etf Tr Gold Miners Etf Fd	13,881	14,149
290 shares of Pfizer Inc.	10,052	7,273
90 shares of Phillips 66 Com	1,191	4,779
433 shares of Spdr SP 500 EFT Trust	61,896	61,664
245 shares of Spdr Gold Tr Gold Shs	14,978	39,695
438 shares of Spdr Ser Tr SP Divid Etf	20,411	25,474
478 shares of Vanguard Intl Equity Index Fds Vanguard Emerging Mkts Etf	19,968	21,285
310 shares of Vanguard Index Fds REIT Etf	17,937	20,398

- TIN:

TY 2012 LegalFeesSchedule

Name:

The Geigl Family Charitable Foundation Trust

EIN: 06-6461133

Software ID:12000057

Software Version:12.15.422.1

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Tinley, Nastri, Renehan, and Dost.	2,029	2,029

- TIN:

TY 2012 OtherDecreasesSchedule

Name:

The Geigl Family Charitable Foundation Trust

EIN: 06-6461133

Software ID:12000057

Software Version:12.15.422.1

Description	Amount
Adjustment for January 2012 2013 income reported on prior years 1099	648
Net Adjustment for gains and losses reported on 1099, but not statement Etfs Platinum, Spdr Gold, Is	241

- TIN:

TY 2012 OtherExpensesSchedule

Name:

The Geigl Family Charitable Foundation Trust

EIN: 06-6461133

Software ID:12000057

Software Version:12.15.422.1

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Other Deductions Subject to 2 Limitation Reported by Thrivent Thrivent	630	630
Bank Fees Check Images Maintenance	15	15

- TIN:

TY 2012 OtherIncomeSchedule2

Name:

The Geigl Family Charitable Foundation Trust

EIN: 06-6461133

Software ID:12000057

Software Version:12.15.422.1

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
Nondividend Distributions - Vanguard Index Fds REIT Etf	226	226
Miscellaenous Additions - BNY Mellon	59	59

- TIN:

TY 2012 OtherIncreasesSchedule

Name:

The Geigl Family Charitable Foundation Trust

EIN: 06-6461133

Software ID:12000057

Software Version:12.15.422.1

Description	Amount
Adjustment based on loss from sale reported on 2012 1099 but reported on January 2013 statement	26,112
Adjustment to reconcile year end statement and tax reporting documents	92

- TIN:

TY 2012 OtherProfessionalFeesSchedule

Name:

The Geigl Family Charitable Foundation Trust

EIN: 06-6461133

Software ID:12000057

Software Version:12.15.422.1

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Thrivent Financial Bank	5,029	5,029

- TIN:

TY 2012 TaxesSchedule

Name:

The Geigl Family Charitable Foundation Trust

EIN: 06-6461133

Software ID:12000057

Software Version:12.15.422.1

Category	Amount	Net Investment Income
Foreign tax per 1099	268	268
Estimated Taxes 990PF	750	750
Tax Based on Investment Income	556	556