SANDRA AND ARNOLD CHASE FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SANDRA AND ARNOLD CHASE FAMILY FOUNDATION (EIN 06-1562152)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-08-16
- IRS object ID
- 202112289349100641
- Schema version
- 2019v5.2
- 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 | 2021-08-16T14:54:24-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | 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 | CHASE ENTERPRISES225 ASYLUM STFL | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN P REDDING | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8605491674 | PhoneNum |
| Signature | 2021-08-16 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,231,397 | 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 | $210,232 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $77,732 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $77,732 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $287,970 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $77,738 | 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 | $27,241 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,620 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,370 | 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 | $27,541 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,920 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,370 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $257,640 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $257,640 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $285,181 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,920 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $268,010 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,789 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,818 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $288 | CashBOYAmt |
| Cash EOY | $2,153 | CashEOYAmt |
| Cash EOYFMV | $2,153 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $195 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $628 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $628 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,062,015 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,062,015 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,228,616 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,062,498 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,064,796 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,231,397 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,740 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,249 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $8,740 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,249 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,053,758 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,056,547 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,053,758 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,056,547 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,062,498 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,064,796 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,053,758 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,789 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,056,547 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,056,547 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | QUALIFIED SETTLEMENT FUND DISTRIBUTION | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2007-01-09 | AcquiredDt |
| Sold | 2020-05-13 | SoldDt |
| Gross Sales Price | $5 | GrossSalesPriceAmt |
| Gain Or Loss | $5 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $265,323 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,184,013 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.121484 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $222,352 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,228,698 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.099768 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $207,980 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,967,417 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.105712 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $354,783 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,095,639 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.169296 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $234,771 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,041,588 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.114994 | DistributionYr5Rt |
| Total Distribution | 0.611254 | TotalDistributionRt |
| Average Distribution | 0.122251 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,088,435 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $255,313 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $638 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $255,951 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $268,010 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $638 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $638 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $638 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,632 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,632 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,994 | OverpaymentAmt |
| Applied To ES Tax | $5,994 | 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 | GOODWIN SQ 225 ASYLUM ST 29TH FL | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | 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 | ||||||||
| C/O CHASE ENT 225 ASYLUM ST29TH FL | HARTFORD | CT | 06103 | PRES/CHAIRMAN OF THE BOARD | 5.00 | $0 | $0 | $0 |
| SANDRA M CHASE | ||||||||
| C/O CHASE ENT 225 ASYLUM ST29TH FL | HARTFORD | CT | 06103 | EXECUTIVE VP/DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN P REDDING | ||||||||
| C/O CHASE ENT 225 ASYLUM ST29TH FL | HARTFORD | CT | 06103 | VP/SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM H CHASE | ||||||||
| C/O CHASE ENT 225 ASYLUM ST29TH FL | HARTFORD | CT | 06103 | 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 | $2,113,454 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,498 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $287 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,120,239 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,120,239 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,804 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,088,435 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $104,422 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $104,422 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $638 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $638 | TotalTaxAmt |
| Distributable Before Adj | $103,784 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $103,784 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $103,784 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $268,010 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $268,010 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $638 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $267,372 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $103,784 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $134,064 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $260,649 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $110,983 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $112,284 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $157,514 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $775,494 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $268,010 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $103,784 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $164,226 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $939,720 | 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 | $134,064 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $805,656 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $260,649 | ExcessFromYear4Amt |
| Excess From Year3 | $110,983 | ExcessFromYear3Amt |
| Excess From Year2 | $112,284 | ExcessFromYear2Amt |
| Excess From Year1 | $157,514 | ExcessFromYear1Amt |
| Excess From Current Year | $164,226 | 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 CO CHASE ENTERPRISES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOODWIN SQ 225 ASYLUM ST 29TH FL | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | 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 (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN LIVER FOUNDATION | |||||||
| 127 WASHINGTON AVENUE | NORTH HAVEN | CT | 06473 | N/A | PC | 2020 LIVER LIFE WALK | $1,500 |
| AUTISM SPEAKS | |||||||
| 1060 STATE ROAD 2ND FLOOR | PRINCETON | NJ | 08540 | N/A | PC | UNRESTRICTED PURPOSE | $500 |
| BETH EL TEMPLE | |||||||
| 2626 ALBANY AVENUE | WEST HARTFORD | CT | 06117 | N/A | PC | SHAKUN, LAURIE & MARSHALL FUND | $150 |
| BETH EL TEMPLE | |||||||
| 2626 ALBANY AVENUE | WEST HARTFORD | CT | 06117 | N/A | PC | TEMPLE FUND | $50 |
| BIKES FOR KIDS | |||||||
| PO BOX 94 | CENTERBROOK | CT | 06409 | N/A | PC | UNRESTRICTED PURPOSE | $500 |
| BUSHNELL CENTER FOR THE PERFORMING ARTS | |||||||
| 166 CAPITOL AVENUE | HARTFORD | CT | 06106 | N/A | PC | UNRESTRICTED PURPOSE | $2,000 |
| CONGREGATION BETH ISRAEL | |||||||
| 701 FARMINGTON AVENUE | WEST HARTFORD | CT | 06119 | N/A | PC | HARTFORD CEMETERY FENCE FUND | $250 |
| CONGREGATION BETH ISRAEL | |||||||
| 701 FARMINGTON AVENUE | WEST HARTFORD | CT | 06119 | N/A | PC | HIGH HOLY DAYS APPEAL | $1,800 |
| CONGREGATION BETH ISRAEL | |||||||
| 701 FARMINGTON AVENUE | WEST HARTFORD | CT | 06119 | N/A | PC | RABBI MICHAEL PINCUS DISCRETIONARY FUND | $3,000 |
| CONGREGATION BETH ISRAEL | |||||||
| 701 FARMINGTON AVENUE | WEST HARTFORD | CT | 06119 | N/A | PC | UNRESTRICTED PURPOSE | $200 |
| CONNECTICUT HISTORICAL SOCIETY | |||||||
| 1 ELIZABETH STREET | HARTFORD | CT | 06105 | N/A | PC | CONNECTICUT CULTURAL HERITAGE ARTS PROGRAM | $500 |
| CONNECTICUT POLICE WORK DOG ASSOCIATION INC | |||||||
| 596 VAUXHALL STREET EXT | WATERFORD | CT | 06385 | N/A | PC | UNRESTRICTED PURPOSE | $500 |
| CONNECTICUT PUBLIC BROADCASTING INC | |||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | N/A | PC | UNRESTRICTED PURPOSE | $10,000 |
| CURE | |||||||
| 420 NORTH WABASH AVENUE SUITE 650 | CHICAGO | IL | 60611 | N/A | PC | UNRESTRICTED PURPOSE | $200 |
| DRESS FOR SUCCESS HARTFORD | |||||||
| PO BOX 2343 | HARTFORD | CT | 06146 | N/A | PC | FOR 15TH ANNIVERSARY CAPITAL CATWALK FUNDRAISER | $1,500 |
| FENWICK IMPROVEMENT FUND INC | |||||||
| 5 NIBANG AVENUE | OLD SAYBROOK | CT | 06475 | N/A | PC | PLAYGROUND CAMPAIGN | $1,000 |
| GAYLORD HOSPITAL | |||||||
| PO BOX 400 | WALLINGFORD | CT | 06492 | N/A | PC | STROKE PROGRAM | $1,000 |
| GIFTS OF LOVE INC | |||||||
| PO BOX 463 | AVON | CT | 06001 | N/A | PC | UNRESTRICTED PURPOSE | $200 |
| GRACE ACADEMY | |||||||
| 277 MAIN STREET | HARTFORD | CT | 06106 | N/A | PC | GUIDING STAR STUDENT SPONSORSHIP PROGRAM | $5,000 |
| HARTFORD ART SCHOOL ENDOWMENT INC | |||||||
| 200 BLOOMFIELD AVENUE | WEST HARTFORD | CT | 06117 | N/A | SO III FI | SANDRA CHASE ILLUSTRATION SCHOLARSHIP - HAS, INC. | $2,000 |
| HARTFORD HOSPITAL | |||||||
| 80 SEYMOUR STREET | HARTFORD | CT | 06102 | N/A | PC | 29TH ANNUAL BLACK & RED | $10,000 |
| HARTFORD HOSPITAL | |||||||
| 80 SEYMOUR STREET | HARTFORD | CT | 06102 | N/A | PC | HELEN & HARRY GRAY CANCER CENTER FUND | $500 |
| HARTFORD HOSPITAL | |||||||
| 80 SEYMOUR STREET | HARTFORD | CT | 06102 | N/A | PC | ONCOLOGY RESEARCH | $200 |
| HARTFORD STAGE | |||||||
| 50 CHURCH STREET | HARTFORD | CT | 06103 | N/A | PC | 2019/2020 ANNUAL FUND | $1,500 |
| HARTFORD SYMPHONY ORCHESTRA | |||||||
| 166 CAPITOL AVENUE | HARTFORD | CT | 06106 | N/A | PC | ANNUAL FUND | $1,500 |
| ISLAMIC ASSOCIATION OF GREATER HARTFORD INC | |||||||
| 1781 WILBUR CROSS HIGHWAY | BERLIN | CT | 06037 | N/A | PC | UNRESTRICTED PURPOSE | $500 |
| JEWISH COMMUNITY FOUNDATION OF GREATER HARTFORD | |||||||
| 333 BLOOMFIELD AVENUE SUITE D | WEST HARTFORD | CT | 06117 | N/A | PC | RESNICK FAMILY FUND AT BETH EL TEMPLE | $200 |
| JEWISH FEDERATION OF GREATER HARTFORD | |||||||
| 333 BLOOMFIELD AVENUE SUITE C | WEST HARTFORD | CT | 06117 | N/A | PC | ANNUAL FUND | $5,000 |
| JOURNEY HOME | |||||||
| 255 MAIN STREET 2ND FLOOR | HARTFORD | CT | 06106 | N/A | PC | JOURNEY HOME'S FIFTH ANNUAL GALA | $2,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 20 BATTERSON PARK ROAD | FARMINGTON | CT | 06032 | N/A | PC | 2020 PROMISE BALL | $3,333 |
| LITERACY VOLUNTEERS OF GREATER HARTFORD | |||||||
| 30 ARBOR STREET | HARTFORD | CT | 06106 | N/A | PC | UNRESTRICED PURPOSE | $500 |
| LITERACY VOLUNTEERS OF GREATER HARTFORD | |||||||
| 30 ARBOR STREET | HARTFORD | CT | 06106 | N/A | PC | SPONSORSHIP OF 11TH ANNUAL READ.LEARN.GROW. GALA | $2,000 |
| LITERACY VOLUNTEERS OF GREATER HARTFORD | |||||||
| 30 ARBOR STREET | HARTFORD | CT | 06106 | N/A | PC | UNRESRICTED PURPOSE | $2,500 |
| LOAVES AND FISHES MINISTRIES INC | |||||||
| 646 PROSPECT AVENUE | HARTFORD | CT | 06105 | N/A | PC | THANKSGIVING AND HANUKKAH CERTIFICATES | $300 |
| MANDELL JEWISH COMMUNITY CENTER GREATER HARTFORD | |||||||
| 335 BLOOMFIELD AVENUE | WEST HARTFORD | CT | 06117 | N/A | PC | PILLARS CONTRIBUTION | $10,000 |
| MANDELL JEWISH COMMUNITY CENTER GREATER HARTFORD | |||||||
| 335 BLOOMFIELD AVENUE | WEST HARTFORD | CT | 06117 | N/A | PC | SPECIAL NEEDS FUNDRAISER | $1,500 |
| MAZON INC A JEWISH RESPONSE TO HUNGER | |||||||
| 1101 14TH STREET NW SUITE 930 | WASHINGTON | DC | 20005 | N/A | PC | UNRESTRICED PURPOSE | $300 |
| MEMORIAL UNITED METHODIST CHURCH | |||||||
| 867 WEST AVON ROAD | AVON | CT | 06001 | N/A | PC | UNRESTRICTED PURPOSE | $200 |
| MERCY HOUSING AND SHELTER CORPORATION | |||||||
| 221 MAIN STREET | HARTFORD | CT | 06106 | N/A | PC | UNRESTRICTED PURPOSE | $1,000 |
| MIRACLE LEAGUE OF CONNECTICUT INC | |||||||
| 68 SOUTH MAIN STREET | WEST HARTFORD | CT | 06107 | N/A | PC | SUPPORT OF THE MIRACLE LEAGUE OF CONNECTICUT GOLF CLASSIC | $250 |
| NATIONAL CONFERENCE FOR COMMUNITY AND JUSTICE | |||||||
| 820A PROSPECT HILL ROAD | WINDSOR | CT | 06095 | N/A | PC | SPONSORSHIP OF HUMAN RELATIONS AWARDS | $1,667 |
| NELSON D'ANCONA FOUNDATION (EAGLE ONE) | |||||||
| PO BOX 616 | SOUTHPORT | CT | 06890 | N/A | PC | REPLACEMENT AND UPGRADE FOR COMMUNICATIONS RADIOS ON THREE SEARCH AND RESCUE HELICOPTERS | $81,807 |
| NEW BRITAIN MUSEUM OF AMERICAN ART | |||||||
| 56 LEXINGTON STREET | NEW BRITAIN | CT | 06052 | N/A | PC | EAST HARTFORD SCHOOL FIELD TRIPS | $2,500 |
| NEW BRITAIN MUSEUM OF AMERICAN ART | |||||||
| 56 LEXINGTON STREET | NEW BRITAIN | CT | 06052 | N/A | PC | THE ART PARTY OF THE YEAR | $3,333 |
| NEW BRITAIN MUSEUM OF AMERICAN ART | |||||||
| 56 LEXINGTON STREET | NEW BRITAIN | CT | 06052 | N/A | PC | UNRESTRICTED PURPOSE | $2,500 |
| NOAH WEBSTER HOUSE & WEST HARTFORD HISTORICAL SOCIETY | |||||||
| 227 SOUTH MAIN STREET | WEST HARTFORD | CT | 06107 | N/A | PC | THE WITNESS STONES PROJECT WEST HARTFORD | $4,000 |
| OPEN HEARTH ASSOCIATION | |||||||
| 150 CHARTER OAK AVENUE | HARTFORD | CT | 06106 | N/A | PC | UNRESTRICTED PURPOSE | $200 |
| PAN-MASSACHUSETTS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | N/A | PC | UNRESTRICTED PURPOSE | $1,000 |
| PATHWAYS CHILDRENS SCHOOL | |||||||
| 1445 MADISON AVENUE | NEW YORK | NY | 10029 | N/A | PC | UNRESTRICTED PURPOSE | $200 |
| ROCKY HILL UNITED METHODIST CHURCH | |||||||
| 626 OLD MAIN STREET | ROCKY HILL | CT | 06067 | N/A | PC | UNRESTRICTED PURPOSE | $200 |
| ROOTS OF DEVELOPMENT | |||||||
| 1366 C STREET NE | WASHINGTON | DC | 20002 | N/A | PC | DEVELOPMENT WITHOUT DEPENDENCY | $500 |
| ROOTS OF DEVELOPMENT | |||||||
| 1366 C STREET NE | WASHINGTON | DC | 20002 | N/A | PC | DEVELOPMENT WITHOUT DEPENDENCY | $1,000 |
| SMILE TRAIN | |||||||
| 633 THIRD AVENUE 9TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | UNRESTRICTED PURPOSE | $500 |
| SOUTH PARK INN | |||||||
| 75 MAIN STREET | HARTFORD | CT | 06106 | N/A | PC | EMERGENCY SHELTER SERVICES | $2,000 |
| STAMFORD HOSPITAL | |||||||
| 1351 WASHINGTON BOULEVARD SUITE 202 | STAMFORD | CT | 06902 | N/A | PC | UNRESTRICTED PURPOSE | $200 |
| TALCOTT MOUNTAIN SCIENCE CENTER & ACADEMY | |||||||
| 324 MONTEVIDEO ROAD | AVON | CT | 06001 | N/A | PC | TO PROVIDE SCHOLARSHIPS | $60,000 |
| UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT | |||||||
| 30 LAUREL STREET | HARTFORD | CT | 06106 | N/A | PC | COMMUNITY INVESTMENT | $10,000 |
| WEST HARTFORD ART LEAGUE | |||||||
| 37 BUENA VISTA ROAD | WEST HARTFORD | CT | 06107 | N/A | PC | UNRESTRICTED PURPOSE | $1,500 |
| WEST HARTFORD ART LEAGUE | |||||||
| 37 BUENA VISTA ROAD | WEST HARTFORD | CT | 06107 | N/A | PC | SANDRA M. CHASE SCHOLARSHIP | $2,500 |
| WEST HARTFORD ART LEAGUE | |||||||
| 37 BUENA VISTA ROAD | WEST HARTFORD | CT | 06107 | N/A | PC | UNRESTRICTED PURPOSE | $400 |
| WEST HARTFORD ART LEAGUE | |||||||
| 37 BUENA VISTA ROAD | WEST HARTFORD | CT | 06107 | N/A | PC | BUILDING FUND | $1,000 |
| WEST HARTFORD ART LEAGUE | |||||||
| 37 BUENA VISTA ROAD | WEST HARTFORD | CT | 06107 | N/A | PC | 2020 BUS SHELTER PROJECT | $500 |
| 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 | $257,640 | 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 | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,732 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $77,738 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $77,738 | 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 | C/O CHASE ENTERPRISES GOODWIN SQ225 | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $210,232 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RETURN PREPARATION FEE | $0 | $0 | $874 |
| COST SHARING REIMBURSEMENT | $27,241 | $13,620 | $9,496 |
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 | $2,228,616 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT RELATED FEES | Desc |
| Revenue And Expenses Per Books | $300 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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