SANDRA AND ARNOLD CHASE FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: SANDRA AND ARNOLD CHASE FAMILY FOUNDATION (EIN 06-1562152)
Tax period: 2022-10-01 to 2023-09-30
Filed: 2024-08-15
IRS object ID: 202422289349100637
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Investments Corp Stock Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-08-15T13:54:12-05:00	ReturnTs
Tax Period End	2023-09-30	TaxPeriodEndDt
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	061562152	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SANDRA & ARNOLD CHASE FAMILY	BusinessNameLine1Txt
Business Name Line2	FOUNDATION INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	SAND	BusinessNameControlTxt
Phone	8605491674	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	225 ASYLUM STFL 29	AddressLine1Txt
City	HARTFORD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	061031534	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOHN P REDDING	PersonNm
Person Title	VICE PRESIDENT	PersonTitleTxt
Phone	8605491674	PhoneNum
Signature	2024-08-15	SignatureDt

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd
Tax	2022	TaxYr
Build TS	2024-08-08 14:25:15Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,368,241	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$225,485	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$4	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$4	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$77,732	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$77,732	DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$303,221	TotalRevAndExpnssAmt
Total Net Invst Incm	$77,736	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$2,071	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,036	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$3,743	AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss	$300	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$300	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$2,371	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$1,336	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$3,743	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$245,898	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$245,898	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$248,269	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$1,336	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$249,641	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$54,952	ExcessRevenueOverExpensesAmt
Net Investment Income	$76,400	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash EOY	$48,774	CashEOYAmt
Cash EOYFMV	$48,774	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$792	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$229	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$229	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$1,062,015	CorporateStockBOYAmt
Corporate Stock EOY	$1,062,015	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,319,238	CorporateStockEOYFMVAmt
Total Assets BOY	$1,062,807	TotalAssetsBOYAmt
Total Assets EOY	$1,111,018	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,368,241	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$11,319	AccountsPayableBOYAmt
Accounts Payable EOY	$4,578	AccountsPayableEOYAmt
Total Liabilities BOY	$11,319	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$4,578	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$1,051,488	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$1,106,440	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,051,488	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,106,440	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,062,807	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,111,018	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,051,488	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$54,952	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$1,106,440	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,106,440	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,062	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$1,062	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$1,062	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$4,388	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$4,388	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$3,326	OverpaymentAmt
Applied To ES Tax	$3,326	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	CT	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	JOHN P REDDING	IndividualWithBooksNm
Phone	8605491674	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	225 ASYLUM ST 29TH FL	AddressLine1Txt
City	HARTFORD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	061031534	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	Yes (1)	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
ARNOLD L CHASE
225 ASYLUM ST29TH FL	HARTFORD	CT	061031534	PRES/CHAIRMAN OF THE BOARD	5.00	$0	$0	$0
SANDRA M CHASE
225 ASYLUM ST29TH FL	HARTFORD	CT	061031534	EXECUTIVE VP/DIRECTOR	1.00	$0	$0	$0
JOHN P REDDING
225 ASYLUM ST29TH FL	HARTFORD	CT	061031534	VP/SECRETARY/DIRECTOR	1.00	$0	$0	$0
WILLIAM H CHASE
225 ASYLUM ST29TH FL	HARTFORD	CT	061031534	DIRECTOR	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$1,670,653	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$24,076	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,694,729	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,694,729	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$25,421	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,669,308	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$83,465	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$83,465	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,062	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,062	TotalTaxAmt
Distributable Before Adj	$82,403	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$82,403	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$82,403	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$249,641	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$249,641	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$82,403	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$112,284	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$157,514	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$164,226	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$157,054	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$409,003	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,000,081	TotalExcessDistributionCyovAmt
Qualifying Distributions	$249,641	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$82,403	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$167,238	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$1,167,319	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$112,284	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,055,035	ExcessDistriCyovToNextYrAmt
Excess From Year4	$157,514	ExcessFromYear4Amt
Excess From Year3	$164,226	ExcessFromYear3Amt
Excess From Year2	$157,054	ExcessFromYear2Amt
Excess From Year1	$409,003	ExcessFromYear1Amt
Excess From Current Year	$167,238	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	ARNOLD L CHASE	ContributingManagerNm
Contributing Manager	SANDRA M CHASE	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	JOHN P REDDING	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	225 ASYLUM ST 29TH FL	AddressLine1Txt
City	HARTFORD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	061031534	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	8605491674	RecipientPhoneNum
Form And Info And Materials	NO SPECIFIC FORM	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	NONE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMERICAN CANCER SOCIETY
30 SPEEN STREET	FRAMINGHAM	MA	01701	N/A	PC	UNRESTRICTED PURPOSE	$300
AMERICAN CANCER SOCIETY
PO BOX 5025	WALLINGFORD	CT	06492	N/A	PC	UNRESTRICTED PURPOSE	$200
AMERICAN LIVER FOUNDATION
PO BOX 299	WEST ORANGE	NJ	07052	N/A	PC	LIVER LIFE WALK CONNECTICUT	$1,500
AUTISM SPEAKS
1060 STATE ROAD 2ND FLOOR	PRINCETON	NJ	08540	N/A	PC	UNRESTRICTED PURPOSE	$500
AUTISM SPEAKS
PO BOX 37148	BOONE	IA	50037	N/A	PC	UNRESTRICTED PURPOSE	$1,500
BEN BRONZ FOUNDATION INC
11 WAMPANOAG DRIVE	WEST HARTFORD	CT	06117	N/A	PC	UNRESTRICTED PURPOSE	$3,000
BETH SHOLOM B'NAI ISRAEL
400 MIDDLE TURNPIKE EAST	MANCHESTER	CT	06040	N/A	PC	LOUIS & SADYE APTER FAMILY FUND	$333
BIKES FOR KIDS
PO BOX 94	CENTERBROOK	CT	06409	N/A	PC	UNRESTRICTED PURPOSE	$500
CONGREGATION BETH ISRAEL
701 FARMINGTON AVENUE	WEST HARTFORD	CT	06119	N/A	PC	SANCTUARY FACADE MAINTENANCE FUND	$25,000
CONGREGATION BETH ISRAEL
701 FARMINGTON AVENUE	WEST HARTFORD	CT	06119	N/A	PC	CHAI SOCIETY SPONSOR	$6,480
CONGREGATION BETH ISRAEL
701 FARMINGTON AVENUE	WEST HARTFORD	CT	06119	N/A	PC	PURIM PROJECT	$360
CONNECTICUT PUBLIC
1049 ASYLUM AVENUE	HARTFORD	CT	06105	N/A	PC	CONNECTICUT PUBLIC	$15,000
DRESS FOR SUCCESS
PO BOX 2343	HARTFORD	CT	06146	N/A	PC	18TH ANNUAL CAPITAL CATWALK FUNDRAISER	$2,000
FENWICK IMPROVEMENT FUND
580 MAPLE AVENUE	OLD SAYBROOK	CT	06475	N/A	PC	2022/2023 ANNUAL CAMPAIGN	$1,000
HARTFORD HOSPITAL
80 SEYMOUR STREET	HARTFORD	CT	06102	N/A	PC	31ST ANNUAL BLACK & RED	$10,000
HARTFORD HOSPITAL
80 SEYMOUR STREET	HARTFORD	CT	06102	N/A	PC	2023 STARS DANCING FOR PARKINSON'S EVENT	$6,667
JEWISH COMMUNITY FOUNDATION OF GREATER HARTFORD
333 BLOOMFIELD AVENUE SUITE D	WEST HARTFORD	CT	06117	N/A	PC	WILLA'S FUND TO FIGHT HUNGER	$5,000
JEWISH COMMUNITY FOUNDATION OF GREATER HARTFORD
333 BLOOMFIELD AVENUE SUITE D	WEST HARTFORD	CT	06117	N/A	PC	AMY SELZER MEMORIAL FUND	$100
JEWISH FEDERATION OF GREATER HARTFORD
333 BLOOMFIELD AVENUE SUITE C	WEST HARTFORD	CT	06117	N/A	PC	UNRESTRICTED PURPOSE	$5,000
JOG YOUR MEMORY 5K INC
56 NICHOLAS ROAD	NEEDHAM	MA	02492	N/A	PC	UNRESTRICTED PURPOSE	$250
JOURNEY HOME
255 MAIN STREET 2ND FLOOR	HARTFORD	CT	06106	N/A	PC	UNRESTRICTED PURPOSE	$2,000
JUVENILE DIABETES RESEARCH FOUNDATION
20 BATTERSON PARK ROAD	FARMINGTON	CT	06032	N/A	PC	2023 JDRF PROMISE BALL	$3,333
JUVENILE DIABETES RESEARCH FOUNDATION
200 VESEY STREET 28TH FLOOR	NEW YORK	NY	10281	N/A	PC	UNRESTRICTED PURPOSE	$200
LITERACY VOLUNTEERS OF GREATER HARTFORD
30 ARBOR STREET	HARTFORD	CT	06106	N/A	PC	ANNUAL FUND	$5,000
LITERACY VOLUNTEERS OF GREATER HARTFORD
30 ARBOR STREET	HARTFORD	CT	06106	N/A	PC	50TH ANNIVERSARY CELEBRATION	$2,500
LUSTGARTEN FOUNDATION
415 CROSSWAYS PARK DRIVE SUITE D	WOODBURY	NY	11797	N/A	PC	UNRESTRICTED PURPOSE	$200
MANDELL JCC GREATER HARTFORD
335 BLOOMFIELD AVENUE	WEST HARTFORD	CT	06117	N/A	PC	PILLARS	$10,000
MANDELL JCC GREATER HARTFORD
335 BLOOMFIELD AVENUE	WEST HARTFORD	CT	06117	N/A	PC	ENDOWMENT FUND CONTRIBUTION	$200
MIRACLE LEAGUE OF CONNECTICUT INC
68 SOUTH MAIN ST BSMT 100	WEST HARTFORD	CT	06107	N/A	PC	GOLF CLASSIC	$250
NATIONAL CONFERENCE FOR COMMUNITY AND JUSTICE
820A PROSPECT HILL RD	WINDSOR	CT	06095	N/A	PC	UNRESTRICTED PURPOSE	$1,667
NEW BRITAIN MUSEUM OF AMERICAN ART
56 LEXINGTON STREET	NEW BRITAIN	CT	06052	N/A	PC	UNRESTRICTED PURPOSE	$2,500
NEW BRITAIN MUSEUM OF AMERICAN ART
56 LEXINGTON STREET	NEW BRITAIN	CT	06052	N/A	PC	SPONSOR 2023 ART PARTY OF THE YEAR GALA	$3,333
NOAH WEBSTER HOUSE
227 SOUTH MAIN STREET	WEST HARTFORD	CT	06107	N/A	PC	HIDDEN HISTORY INITIATIVE	$1,500
PAN-MASS CHALLENGE DANA-FARBER CANCER INSTITUTE
77 4TH AVENUE	NEEDHAM	MA	02494	N/A	PC	PAN-MASS CHALLENGE	$1,000
PETTIPAUG SAILING ACADEMY
PO BOX 372	ESSEX	CT	06426	N/A	PC	UNRESTRICTED PURPOSE	$2,000
PLAYHOUSE THEATRE GROUP INC
244 PARK RD	WEST HARTFORD	CT	06119	N/A	PC	ENCORE! RAZZLE DAZZLE	$1,500
SHORELINE SOUP KITCHENS & PANTRIES
PO BOX 804	ESSEX	CT	06426	N/A	PC	UNRESTRICTED PURPOSE	$500
SMILE TRAIN
633 THIRD AVENUE 9TH FLOOR	NEW YORK	NY	10017	N/A	PC	UNRESTRICTED PURPOSE	$500
SOLOMON SCHECHTER DAY SCHOOL OF GREATER HARTFORD
26 BUENA VISTA ROAD	WEST HARTFORD	CT	06107	N/A	PC	UNRESTRICTED PURPOSE	$200
TALCOTT MOUNTAIN SCIENCE CENTER & ACADEMY
324 MONTEVIDEO ROAD	AVON	CT	06001	N/A	PC	TUITION ASSISTANCE FOR STUDENTS IN NEED	$100,000
THE ARC OF CONNECTICUT
PO BOX 1522	NEW CANAAN	CT	06840	N/A	PC	8TH ANNUAL HARVEST OF HOPE	$2,000
UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT
30 LAUREL STREET	HARTFORD	CT	06106	N/A	PC	2022 UNITED WAY CAMPAIGN	$10,000
WADSWORTH ATHENEUM
600 MAIN STREET	HARTFORD	CT	06105	N/A	PC	REPAIR OF THE ORGAN	$5,825
WEST HARTFORD ART LEAGUE
37 BUENA VISTA ROAD	WEST HARTFORD	CT	06107	N/A	PC	UNRESTRICTED PURPOSE	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$245,898	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$4	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$77,732	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$77,736	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$77,736	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ARNOLD L CHASE	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	225 ASYLUM ST 29TH FL	AddressLine1Txt
City	HARTFORD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	061031534	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$225,485	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	COST SHARING REIMBURSEMENT	CategoryTxt
Amt	$2,071	Amt
Net Investment Income	$1,036	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$3,743	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	AVANGRID, INC.	StockNm
EOY Book Value	$1,062,015	EOYBookValueAmt
EOYFMV	$1,319,238	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	PROFESSIONAL FEES	Desc
Revenue And Expenses Per Books	$300	RevenueAndExpensesPerBooksAmt
Net Investment Income	$300	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

SANDRA AND ARNOLD CHASE FAMILY FOUNDATION: Form 990PF, tax year 2022

Return header ReturnHeader

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor Business Name ContributorBusinessName

Contributor US Address ContributorUSAddress

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

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