SANDRA AND ARNOLD CHASE FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
SANDRA AND ARNOLD CHASE FAMILY FOUNDATION (EIN 06-1562152)
Tax period
2015-10-01 to 2016-09-30
Filed
2017-05-15
IRS object ID
201711359349104516
Schema version
2015v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-15T16:09:57-05:00ReturnTs
Tax Period End2016-09-30TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2015-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061562152EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SANDRA & ARNOLD CHASE FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSANDBusinessNameControlTxt
Phone8605491674PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CHASE ENTERPRISES225 ASYLUM STFL 29AddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN P REDDINGPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone8605491674PhoneNum
Signature2017-05-15SignatureDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,034,633FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$371,771ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$76,435DividendsRevAndExpnssAmt
Dividends Net Invst Incm$76,435DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$463,743NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$463,743GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$463,743CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$911,949TotalRevAndExpnssAmt
Total Net Invst Incm$540,178TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,470AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$825AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$1,731InterestRevAndExpnssAmt
Interest Net Invst Incm$0InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$2,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$300OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$300OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,331TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,770TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$825TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$359,282ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$359,282ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$371,613TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,770TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$360,107TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$540,336ExcessRevenueOverExpensesAmt
Net Investment Income$532,408NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$350CashBOYAmt
Cash EOY$43,568CashEOYAmt
Cash EOYFMV$43,568CashEOYFMVAmt
Sav And Temp Cash Invst BOY$932SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$145,810SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$145,810SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,062,015CorporateStockBOYAmt
Corporate Stock EOY$1,062,015CorporateStockEOYAmt
Corporate Stock EOYFMV$1,845,255CorporateStockEOYFMVAmt
Total Assets BOY$1,063,297TotalAssetsBOYAmt
Total Assets EOY$1,251,393TotalAssetsEOYAmt
Total Assets EOYFMV$2,034,633TotalAssetsEOYFMVAmt
Accounts Payable BOY$8,250AccountsPayableBOYAmt
Accounts Payable EOY$8,300AccountsPayableEOYAmt
Loans From Officers BOY$352,290LoansFromOfficersBOYAmt
Total Liabilities BOY$360,540TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,300TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$702,757UnrestrictedBOYAmt
Unrestricted EOY$1,243,093UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$702,757TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,243,093TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,063,297TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,251,393TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$702,757TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$540,336ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,243,093SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,243,093TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property44,166 SH OF UIL HOLDINGS CORPORATIONPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2000-02-25AcquiredDt
Sold2015-12-17SoldDt
Gross Sales Price$463,743GrossSalesPriceAmt
Gain Or Loss$463,743GainOrLossAmt
Gains Minus Excess Or Losses$463,743GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$463,743CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$234,771AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,041,588NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.114994DistributionYr1Rt
Adjusted Qlfy Distri Yr2$181,371AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,630,819NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.111215DistributionYr2Rt
Adjusted Qlfy Distri Yr3$313,620AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,666,768NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.188161DistributionYr3Rt
Adjusted Qlfy Distri Yr4$119,378AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,533,020NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.077871DistributionYr4Rt
Adjusted Qlfy Distri Yr5$241,391AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,372,367NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.175894DistributionYr5Rt
Total Distribution0.668135TotalDistributionRt
Average Distribution0.133627AverageDistributionRt
Net Vl Noncharitable Assets$2,095,639NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$280,034AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,324NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$285,358AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$360,107QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$5,324InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,324SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,324TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,393EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$10,000AppliedToEsTaxAmt
Total Payments And Credits$12,393TotalPaymentsAndCreditsAmt
Overpayment$7,069OverpaymentAmt
Applied To ES Tax$7,069AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOHN P REDDINGIndividualWithBooksNm
Phone8605491674PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1GOODWIN SQ 225 ASYLUM ST 29TH FLAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06103ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnYes (1)BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ARNOLD L CHASE
C/O CHASE ENT 225 ASYLUM ST29TH FLHARTFORDCT06103PRESIDENT/CHAIRMAN5.00$0$0$0
SANDRA M CHASE
C/O CHASE ENT 225 ASYLUM ST29TH FLHARTFORDCT06103EXECUTIVE VP/DIRECTOR1.00$0$0$0
JOHN P REDDING
C/O CHASE ENT 225 ASYLUM ST29TH FLHARTFORDCT06103VP/SECRETARY/DIRECTOR1.00$0$0$0
DAVID T CHASE DECEASED
C/O CHASE ENT 225 ASYLUM ST29TH FLHARTFORDCT06103DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,892,844AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$234,708AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,127,552TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,127,552AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$31,913CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,095,639NetVlNoncharitableAssetsAmt
Minimum Investment Return$104,782MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$104,782MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,324TaxBasedOnInvestmentIncomeAmt
Total Tax$5,324TotalTaxAmt
Distributable Before Adj$99,458DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$99,458DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$99,458DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$360,107ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$360,107QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$5,324PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$354,783AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$99,458DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$174,165ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$44,106ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$231,658ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$101,202ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$134,064ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$685,195TotalExcessDistributionCyovAmt
Qualifying Distributions$360,107QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$99,458AppliedToCurrentYearAmt
Remaining Distri From Corpus$260,649RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$945,844TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$174,165ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$771,679ExcessDistriCyovToNextYrAmt
Excess From Year4$44,106ExcessFromYear4Amt
Excess From Year3$231,658ExcessFromYear3Amt
Excess From Year2$101,202ExcessFromYear2Amt
Excess From Year1$134,064ExcessFromYear1Amt
Excess From Current Year$260,649ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerARNOLD L CHASEContributingManagerNm
Contributing ManagerSANDRA M CHASEContributingManagerNm
Contributing ManagerDAVID T CHASE DECEASEDContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOHN P REDDING CO CHASE ENTERPRISESRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1GOODWIN SQ 225 ASYLUM ST 29TH FLAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06103ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8605491674RecipientPhoneNum
Form And Info And MaterialsNO SPECIFIC FORMFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (88 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN FOUNDATION FOR THE BLIND
2 PENN PLAZA SUITE 1102NEW YORKNY101210101N/APUBLIC CHARITYUNRESTRICTED PURPOSE$500
AMERICAN LIVER FOUNDATION
127 WASHINGTON AVENUENORTH HAVENCT064731715N/APUBLIC CHARITY2016 LIVER LIFE WALK - HARTFORD$1,500
ANTI-DEFAMATION LEAGUE
1952 WHITNEY AVENUE 3RD FLOORHAMDENCT065171209N/APUBLIC CHARITYUNRESTRICTED PURPOSE$3,333
AUTISM SPEAKS
1 EAST 33RD STREET 4TH FLOORNEW YORKNY100165011N/APUBLIC CHARITYUNRESTRICTED PURPOSE$500
BEN BRONZ FOUNDATION INC
141 NORTH MAIN STREETWEST HARTFORDCT061071239N/APUBLIC CHARITYTO PROVIDE EDUCATIONAL SERVICES TO SPECIALLY CHALLENGED STUDENTS$2,000
BIKES FOR KIDS
PO BOX 94CENTERBROOKCT064090094N/APUBLIC CHARITYUNRESTRICTED PURPOSE$2,000
CHARTER OAK CULTURAL CENTER
21 CHARTER OAK AVENUEHARTFORDCT061061801N/APUBLIC CHARITYGALA SPONSORSHIP$1,500
CHILD FUND INTERNATIONAL
PO BOX 26507RICHMONDVA232616507N/APUBLIC CHARITYUNRESTRICTED PURPOSE$1,400
CONGREGATION BETH ISRAEL
701 FARMINGTON AVENUEWEST HARTFORDCT061191799N/APUBLIC CHARITYFALL TRIBUTE FUND CONCERT$2,500
CONGREGATION BETH ISRAEL
701 FARMINGTON AVENUEWEST HARTFORDCT061191799N/APUBLIC CHARITYRABBI'S LIFELONG LEARNING FUND$2,500
CONGREGATION BETH ISRAEL
701 FARMINGTON AVENUEWEST HARTFORDCT061191799N/APUBLIC CHARITYCBI GOLF CLASSIC$2,500
CONGREGATION BETH ISRAEL
701 FARMINGTON AVENUEWEST HARTFORDCT061191799N/APUBLIC CHARITYFAREWELL TO CANTOR SISKIN EVENT$2,500
CONGREGATION BETH ISRAEL
701 FARMINGTON AVENUEWEST HARTFORDCT061191799N/APUBLIC CHARITYMUSIC FUND$499
CONGREGATION BETH ISRAEL
701 FARMINGTON AVENUEWEST HARTFORDCT061191799N/APUBLIC CHARITYSPRING FUNDRAISING CAMPAIGN$1,800
CONNECTICUT APPLESEED
25 DUDLEY ROADWILTONCT068973508N/APUBLIC CHARITYIN HONOR OF CHARLES KLIPPEL$833
CONNECTICUT FOOD BANK
PO BOX 8686NEW HAVENCT065310686N/APUBLIC CHARITYTHANKSGIVING APPEAL$200
CONNECTICUT PUBLIC BROADCASTING NETWORK
1049 ASYLUM AVENUEHARTFORDCT061052411N/APUBLIC CHARITYTHE KATE SERIES$2,500
CONNECTICUT WOMEN'S EDUCATION AND LEGAL FUND
ONE HARTFORD SQUARE WEST SUITEHARTFORDCT061061953N/APUBLIC CHARITYUNRESTRICTED PURPOSE$5001-300
DANA-FARBER CANCER INSTITUTE
10 BROOKLINE PLACE WEST 6TH FLOORBROOKLINEMA024457226N/APUBLIC CHARITYTHE JIMMY FUND WTIC RED SOX-YANKEES FUNDRAISER$5,000
DANA-FARBER CANCER INSTITUTE
77 4TH AVENUENEEDHAMMA024942704N/APUBLIC CHARITYPAN-MASS CHALLENGE JIMMY FUND$1,500
DRESS FOR SUCCESS HARTFORD
PO BOX 2343HARTFORDCT061462343N/APUBLIC CHARITYCAPITAL CATWALK FUNDRAISER$1,500
ELIZABETH PARK CONSERVANCY
1561 ASYLUM AVENUEWEST HARTFORDCT061172804N/APUBLIC CHARITYANNUAL APPEAL$500
FENWICK IMPROVEMENT FUND INC
5 NIBANG AVENUEOLD SAYBROOKCT064753109N/APUBLIC CHARITYUNRESTRICTED PURPOSE$2,000
GIFTS OF LOVE AND COMMUNITY FARM OF SIMSBURY
PO BOX 463AVONCT060013805N/APUBLIC CHARITYUNRESTRICTED PURPOSE$25,000
GOODWILL WESTERN & NORTHERN CONNECTICUT
315 NEW PARK AVENUEHARTFORDCT061062923N/APUBLIC CHARITYTHANKS-FOR-GIVING APPEAL$500
HADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA INC
40 WALL STREETNEW YORKNY100051300N/APUBLIC CHARITYUNRESTRICTED PURPOSE$5,000
HARTFORD ART SCHOOL INC
NUEWEST HARTFORDCT061171421N/APUBLIC CHARITYSANDRA CHASE ILLUSTRATION SCHOLARSHIP$500
HARTFORD CITY MISSION
PO BOX 320397HARTFORDCT061320397N/APUBLIC CHARITYUNRESTRICTED PURPOSE$500
HARTFORD HOSPITAL
80 SEYMOUR STREETHARTFORDCT061025037N/APUBLIC CHARITYHARTFORD HOSPITAL'S BLACK & RED$10,000
HARTFORD STAGE
50 CHURCH STREETHARTFORDCT061031201N/APUBLIC CHARITYANNUAL FUND SUPPORT$1,500
HEBREW HEALTH CARE
1 ABRAHMS BOULEVARDWEST HARTFORDCT061171525N/APUBLIC CHARITYCELEBRATE LIFE 2016 EVENT$2,500
HEBREW HEALTH CARE
1 ABRAHMS BOULEVARDWEST HARTFORDCT061171525N/APUBLIC CHARITYUNRESTRICTED PURPOSE$1,000
INTERVAL HOUSE
PO BOX 340207HARTFORDCT061340207N/APUBLIC CHARITYUNRESTRICTED PURPOSE$500
JEWISH COMMUNITY FOUNDATION
333 BLOOMFIELD AVENUESUITE DWEST HARTFORDCT061171500N/APUBLIC CHARITYAIM CHAI ENDOWMENT CAMPAIGN$1,000
JEWISH FEDERATION OF GREATER HARTFORD
333 BLOOMFIELD AVENUE SUITE CWEST HARTFORDCT061171500N/APUBLIC CHARITYUNRESTRICTED PURPOSE$10,000
JEWISH HISTORICAL SOCIETY OF GREATER HARTFORD
333 BLOOMFIELD AVENUE SUITE BWEST HARTFORDCT061171500N/APUBLIC CHARITYUNRESTRICTED PURPOSE$500
JEWISH HISTORICAL SOCIETY OF GREATER HARTFORD
333 BLOOMFIELD AVENUE SUITE BWEST HARTFORDCT061171500N/APUBLIC CHARITYANNIVERSARY GALA$1,800
JUVENILE DIABETES RESEARCH FOUNDATION
20 BATTERSON PARK ROAD 3RD FLOORFARMINGTONCT060324502N/APUBLIC CHARITYUNRESTRICTED PURPOSE$8,833
KATHARINE HEPBURN CULTURAL ARTS CENTER
300 MAIN STREETOLD SAYBROOKCT064752395N/APUBLIC CHARITY2014-2015 CAMPAIGN$2,500
KATHARINE HEPBURN CULTURAL ARTS CENTER
300 MAIN STREETOLD SAYBROOKCT064752395N/APUBLIC CHARITYSUMMER GALA$3,000
KINGSWOOD OXFORD SCHOOL
170 KINGSWOOD ROADWEST HARTFORDCT061191430N/APUBLIC CHARITYANNUAL FUND$2,000
LITERACY VOLUNTEERS OF GREATER HARTFORD
30 ARBOR STREETHARTFORDCT061061215N/APUBLIC CHARITYREAD. LEARN. GROW. GALA$2,500
LITERACY VOLUNTEERS OF GREATER HARTFORD
30 ARBOR STREETHARTFORDCT061061215N/APUBLIC CHARITYANNUAL FUND CAMPAIGN$5,000
LOAVES AND FISHES MINISTRIES INC
646 PROSPECT AVENUEHARTFORDCT061054203N/APUBLIC CHARITYUNRESTRICTED PURPOSE$500
MALTA HOUSE OF CARE FOUNDATION INC
19 WOODLAND STREET SUITE 21HARTFORDCT061052335N/APUBLIC CHARITYCELEBRATING WONDER WOMEN 2016$1,000
MERCY CORPS
45 SW ANKENY STREETPORTLANDOR972043500N/APUBLIC CHARITYUNRESTRICTED PURPOSE$500
MY SISTERS' PLACE INC
237 HAMILTON STREETHARTFORDCT061062983N/APUBLIC CHARITYUNRESTRICTED PURPOSE$25,000
NATIONAL CONFERENCE FOR COMMUNITY AND JUSTICE
820A PROSPECT HILL ROADWINDSORCT060951782N/APUBLIC CHARITYANNUAL HUMAN RELATIONS AWARD BANQUET$1,667
NEW BRITAIN MUSEUM OF AMERICAN ART
56 LEXINGTON STREETNEW BRITAINCT060521412N/APUBLIC CHARITYANNUAL FUND$1,000
NEW BRITAIN MUSEUM OF AMERICAN ART
56 LEXINGTON STREETNEW BRITAINCT060521412N/APUBLIC CHARITYJOHN BUTLER TALCOTT SOCIETY$5,000
NEW BRITAIN MUSEUM OF AMERICAN ART
56 LEXINGTON STREETNEW BRITAINCT060521412N/APUBLIC CHARITYTHE ART PARTY OF THE YEAR$3,333
OLD SAYBROOK AMBULANCE ASSOCIATION INC
316 MAIN STREETOLD SAYBROOKCT064752350N/APUBLIC CHARITYUNRESTRICTED PURPOSE$500
OPERATION FUEL INC
75 CHARTER OAK AVENUE SUITE 2-240HARTFORDCT061061903N/APUBLIC CHARITYUNRESTRICTED PURPOSE$2,500
OUR COMPANIONS ANIMAL RESCUE
PO BOX 956MANCHESTERCT060450956N/APUBLIC CHARITYUNRESTRICTED PURPOSE$10,000
OUR HEROES FUND INC
PO BOX 270477WEST HARTFORDCT061270477N/APUBLIC CHARITYUNRESTRICTED PURPOSE$10,000
PANCREATIC CANCER ACTION NETWORK
1500 ROSECRANS AVENUESUITE200MANHATTAN BEACHCA902663721N/APUBLIC CHARITYUNRESTRICTED PURPOSE$1,000
PETTIPAUG SAILING ACADEMY
PO BOX 372ESSEXCT064260372N/APUBLIC CHARITYUNRESTRICTED PURPOSE$500
RON FOLEY FOUNDATION
1000 FARMINGTON AVENUE SUITE 108AWEST HARTFORDCT061072138N/APUBLIC CHARITYRON'S RUN FOR THE ROSES$2,500
SMILE TRAIN
41 MADISON AVENUE 28TH FLOORNEW YORKNY100102202N/APUBLIC CHARITYUNRESTRICTED PURPOSE$500
SOUTH PARK INN
75 MAIN STREETHARTFORDCT061061806N/APUBLIC CHARITYUNRESTRICTED PURPOSE$500
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN381051905N/APUBLIC CHARITYUNRESTRICTED PURPOSE$500
TALCOTT MOUNTAIN SCIENCE CENTER & ACADEMY
324 MONTEVIDEO ROADAVONCT060013946N/APUBLIC CHARITYASSIST WITH ADVERTISING EXPENSES$10,000
TALCOTT MOUNTAIN SCIENCE CENTER & ACADEMY
324 MONTEVIDEO ROADAVONCT060013946N/APUBLIC CHARITYANNUAL FUND$10,000
TALCOTT MOUNTAIN SCIENCE CENTER & ACADEMY
324 MONTEVIDEO ROADAVONCT060013946N/APUBLIC CHARITYUNRESTRICTED PURPOSE$100,000
THE ARC CONNECTICUT
43 WOODLAND STREET SUITE 260HARTFORDCT061052363N/APUBLIC CHARITYUNRESTRICTED PURPOSE$3,000
THE BARTON CENTER FOR DIABETES EDUCATION INC
30 ENNIS ROADNORTH OXFORDMA015370356N/APUBLIC CHARITYUNRESTRICTED PURPOSE$1,500
THE BRIDGE FAMILY CENTER
1022 FARMINGTON AVENUEWEST HARTFORDCT061072015N/APUBLIC CHARITYTHE CHILDREN'S CHARITY BALL$1,500
THE BUSHNELL
166 CAPITAL AVENUEHARTFORDCT061061621N/APUBLIC CHARITY2014-2015 ANNUAL FUND$2,500
THE CONNECTICUT HISTORICAL SOCIETY
ONE ELIZABETH STREETHARTFORDCT061052292N/APUBLIC CHARITYUNRESTRICTED PURPOSE$1,000
THE FIRST TEE CONNECTICUT
55 GOLF CLUB ROADCROMWELLCT064161539N/APUBLIC CHARITYSCHOLARSHIP FUND$200
THE MANDELL JEWISH COMMUNITY CENTER
335 BLOOMFIELD AVENUEWEST HARTFORDCT061171543N/APUBLIC CHARITYUNRESTRICTED PURPOSE$500
THE SALVATION ARMY
855 ASYLUM AVENUEHARTFORDCT061052801N/APUBLIC CHARITYCAMP CONNRI SUMMER CAMP PROGRAM$1,200
THE VILLAGE FOR FAMILIES & CHILDREN
1680 ALBANY AVENUEHARTFORDCT061051001N/APUBLIC CHARITYUNIFORM DRIVE$500
THE WESTMOOR PARK FUND A SUBSIDIARY OF THE TOWN OF WEST HARTFORD
119 FLAGG ROADWEST HARTFORDCT061072325N/APUBLIC CHARITYWESTMOOR PARK FUND$5,000
UCONN FOUNDATION
2390 ALUMNI DRIVE UNIT 3206STORRSCT062693206N/APUBLIC CHARITYUCONN HEALTH CENTER GALA (ANNUAL WHITE COAT GALA)$1,667
UNITED STATES HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PLACE SWWASHINGTONDC200242126N/APUBLIC CHARITYUNRESTRICTED PURPOSE$1,667
UNITED WAY OF CENTRAL & NORTHEASTERN CT
30 LAUREL STREETHARTFORDCT061061361N/APUBLIC CHARITYUNRESTRICTED PURPOSE$10,000
UNIVERSITY OF HARTFORD
200 BLOOMFIELD AVENUEWEST HARTFORDCT061171421N/APUBLIC CHARITYHAS DOWN AND DIRTY PROCEEDS EVENT FUND$500
UNIVERSITY OF HARTFORD
200 BLOOMFIELD AVENUEWEST HARTFORDCT061171421N/APUBLIC CHARITYHARTFORD ART SCHOOL SPECIAL PROJECTS FUND$1,000
UNIVERSITY OF HARTFORD
200 BLOOMFIELD AVENUEWEST HARTFORDCT061171545N/APUBLIC CHARITYANCHOR FUND$5,000
WADSWORTH ATHENEUM MUSEUM OF ART
600 MAIN STREETHARTFORDCT061032990N/APUBLIC CHARITYDECORATIVE ARTS COUNCIL$450
WADSWORTH ATHENEUM MUSEUM OF ART
600 MAIN STREETHARTFORDCT061032990N/APUBLIC CHARITYUNRESTRICTED PURPOSE$2,500
WADSWORTH ATHENEUM MUSEUM OF ART
600 MAIN STREETHARTFORDCT061032990N/APUBLIC CHARITYCOSTUME & TEXTILE SOCIETY$1,000
WEST HARTFORD ART LEAGUE
37 BUENA VISTA ROADWEST HARTFORDCT061073203N/APUBLIC CHARITYFUNDRAISING EVENT$5,000
WEST HARTFORD ART LEAGUE
37 BUENA VISTA ROADWEST HARTFORDCT061073203N/APUBLIC CHARITYUNRESTRICTED PURPOSE$2,000
WEST HARTFORD ART LEAGUE
37 BUENA VISTA ROADWEST HARTFORDCT061073203N/APUBLIC CHARITYSCHOLARSHIP FUND$500
WEST HARTFORD ART LEAGUE
37 BUENA VISTA ROADWEST HARTFORDCT061073203N/APUBLIC CHARITYFUNDRAISING EVENT$700
WOODSTOCK ACADEMY
57 ACADEMY ROADWOODSTOCKCT062812303N/APUBLIC CHARITYRAY FREUDEN MEMORIAL SCHOLARSHIP FUND$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$359,282TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$76,435ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$463,743ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$540,178ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$540,178TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonARNOLD L CHASEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O CHASE ENTERPRISES GOODWIN SQ225AddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06103ZIPCd
FieldValueIRS element (for citing)
Total Contributions$371,771TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryRETURN PREPARATION FEESCategoryTxt
Amt$8,300Amt
Net Investment Income$7,470NetInvestmentIncomeAmt
Disbursements Charitable Prps$825DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-PF - STATEMENT PURSUANT TO 1.368-3(B)FormAndLineReferenceDesc
Medium ExplanationSTATEMENT PURSUANT TO 1.368-3(B)BY SANDRA & ARNOLD CHASE FAMILY FOUNDATION, INC., EMPLOYER IDENTIFICATION NUMBER 06-1562152, A SIGNIFICANT HOLDER(1) NAMES AND EMPLOYER IDENTIFICATION NUMBERS OF ALL OF THE PARTIES TO THE REORGANIZATION:TARGET CORPORATION STOCK SURRENDERED: UIL HOLDINGS CORPORATION, EMPLOYER IDENTIFICATION NUMBER 06-1541045COMBINED COMPANY STOCK RECEIVED: AVANGRID,INC., EMPLOYER IDENTIFICATION NUMBER 14-1798693MERGER SUB: GREEN MERGER SUB, INC. (A WHOLLY OWNED SUBSIDIARY OF AVANGRID, INC.)(2) DATE OF THE REORGANIZATION: DECEMBER 16, 2015(3) FAIR MARKET VALUE, DETERMINED IMMEDIATELY BEFORE THE EXCHANGE, OF ALL THE STOCK OF THE TARGET CORPORATION THAT WAS TRANSFERRED IN THE TRANSACTION 2,212,717BASIS, DETERMINED IMMEDIATELY BEFORE THE EXCHANGE,IN THE STOCK OF THE TARGET CORPORATION 1,062,015MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
UIL HOLDINGS CORPORATION$0$0
AVANGRID, INC.$1,062,015$1,845,255

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT RELATED FEESDesc
Revenue And Expenses Per Books$300RevenueAndExpensesPerBooksAmt
Net Investment Income$300NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$2,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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