SANDRA AND ARNOLD CHASE FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SANDRA AND ARNOLD CHASE FAMILY FOUNDATION (EIN 06-1562152)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-05-09
- IRS object ID
- 201301299349100025
- Schema version
- 2011v1.2
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Loans From Officers Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-09T11:22:55-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061562152 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDRA & ARNOLD CHASE FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAND | NameControl |
| Phone | 8605491674 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CHASE ENTERPGOODWIN SQ225 ASYLUM ST | AddressLine1 |
| Address Line2 | NO FL 29 | AddressLine2 |
| City | HARTFORD | City |
| State | CT | State |
| ZIP Code | 061031538 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN P REDDING | Name |
| Title | VICE PRESIDENT | Title |
| Phone | 8605491674 | Phone |
| Date Signed | 2013-05-08 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1585058 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 914 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 76319 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 76319 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 56 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 56 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 56 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 77289 | TotalRevenueAndExpenses |
| Total Net Investment Income | 76375 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 7900 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 7110 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 790 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 1414 | InterestRevAndExpnss |
| Interest Net Invst Incm | 0 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1500 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 510 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 300 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 210 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 11324 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7410 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1000 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 118378 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 118378 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 129702 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7410 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 119378 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -52413 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 68965 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 2378 | CashBOY |
| Cash EOY | 1265 | CashEOY |
| Cash EOYFMV | 1265 | CashEOYFMV |
| Investments Other BOY | 1062015 | InvestmentsOtherBOY |
| Investments Other EOY | 1062015 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1583793 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1064393 | TotalAssetsBOY |
| Total Assets EOY | 1063280 | TotalAssetsEOY |
| Total Assets EOYFMV | 1585058 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 7500 | AccountsPayableBOY |
| Accounts Payable EOY | 7900 | AccountsPayableEOY |
| Loans From Officers BOY | 625490 | LoansFromOfficersBOY |
| Loans From Officers EOY | 676390 | LoansFromOfficersEOY |
| Total Liabilities BOY | 632990 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 684290 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 431403 | UnrestrictedBOY |
| Unrestricted EOY | 378990 | UnrestrictedEOY |
| Total Net Assets BOY | 431403 | TotalNetAssetsBOY |
| Total Net Assets EOY | 378990 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1064393 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1063280 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 431403 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -52413 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 378990 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 378990 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | LITIGATION SETTLEMENT INCOME-JUNIPER NETWORKS | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2005-09-30 | DateAcquired |
| Date Sold | 2012-02-14 | DateSold |
| Gross Sales Price | 56 | GrossSalesPrice |
| Gain Or Loss | 56 | GainOrLoss |
| Gains Minus Excess Or Losses | 56 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 56 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 241391 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1372367 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.175894 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 174004 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1570012 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.110830 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 152565 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1620638 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.094139 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 592605 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1996026 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.296892 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 349222 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1583590 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.220526 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.898281 | TotalDistributionRatio |
| Average Distribution Ratio | 0.179656 | AverageDistributionRatio |
| Net Noncharitable Assets | 1533020 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 275416 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 690 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 276106 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 119378 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1379 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1379 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1379 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1704 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1704 | TotalCreditsAndPayments |
| Overpayment | 325 | Overpayment |
| Amount Credited To Next Year | 325 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CT | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JOHN P REDDING | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8605491674 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOODWIN SQ 225 ASYLUM ST 29TH FL | AddressLine1 |
| City | HARTFORD | City |
| State | CT | State |
| ZIP Code | 06103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 1 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ARNOLD L CHASE | ||||||||
| C/O CHASE ENT 225 ASYLUM ST29TH FL | HARTFORD | CT | 06103 | PRESIDENT/CHAIRMAN | 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 |
| DAVID T 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1548975 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 7390 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1556365 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1556365 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 23345 | CashDeemedCharitable |
| Net Noncharitable Assets | 1533020 | NetNoncharitableAssets |
| Minimum Investment Return | 76651 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 76651 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1379 | TaxBasedOnInvestmentIncome |
| Total Tax | 1379 | TotalTax |
| Distributable Amount Before Adj | 75272 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 75272 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 75272 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 119378 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 119378 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 119378 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 75272 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 272239 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 494670 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 73182 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 96907 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 174165 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1111163 | TotalExcessDistriCarryover |
| Qualifying Distributions | 119378 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 75272 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 44106 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1155269 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 272239 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 883030 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 494670 | ExcessFromYear4 |
| Excess From Year3 | 73182 | ExcessFromYear3 |
| Excess From Year2 | 96907 | ExcessFromYear2 |
| Excess From Year1 | 174165 | ExcessFromYear1 |
| Excess From Current Year | 44106 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ARNOLD L CHASE | ContributingManager |
| Contributing Manager | SANDRA M CHASE | ContributingManager |
| Contributing Manager | DAVID T CHASE | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JOHN P REDDING CO CHASE ENTERPRISES | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOODWIN SQ 225 ASYLUM ST 29TH FL | AddressLine1 |
| City | HARTFORD | City |
| State | CT | State |
| ZIP Code | 06103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 8605491674 | RecipientPhoneNumber |
| Form And Info And Materials | NO SPECIFIC FORM | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (59 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ACHIEVE HARTFORD | |||||||
| 221 MAIN ST | HARTFORD | CT | 061061890 | N/A | PUBLIC CHARITY | 6TH ANNUAL COMMUNITY SPELLING BEE | $1,500 |
| AMERICAN LIVER FOUNDATION | |||||||
| 127 WASHINGTON AVE | NORTH HAVEN | CT | 064731715 | N/A | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $2,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVE | NEW YORK | NY | 101583560 | N/A | PUBLIC CHARITY | 2012 GREATER HARTFORD TORCH OF LIBERTY | $3,333 |
| ARTHRITIS FOUNDATION | |||||||
| 35 COLD SPRING ROAD SUITE 411 | ROCKY HILL | CT | 060673164 | N/A | PUBLIC CHARITY | HILDA ROSENTHAL RESEARCH FUND | $500 |
| BETH DAVID SYNAGOGUE | |||||||
| 20 DOVER ROAD | WEST HARTFORD | CT | 061191260 | N/A | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $2,339 |
| BETH EL TEMPLE | |||||||
| 2626 ALBANY AVENUE | WEST HARTFORD | CT | 061171500 | N/A | PUBLIC CHARITY | FUNDRAISER PLEDGE | $1,800 |
| BLACK ROCK CONGREGATIONAL CHURCH | |||||||
| 3685 BLACK ROCK TPKE | FAIRFIELD | CT | 068257210 | N/A | PUBLIC CHARITY | STAMP MISSIONS | $500 |
| CHABAD OF THE VALLEY | |||||||
| 141 HOPMEADOW ST | WEATOGUE | CT | 060899761 | N/A | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $4,000 |
| CHILD FUND INTERNATIONAL | |||||||
| 2821 EMERYWOOD PARKWAY | RICHMOND | VA | 232616484 | N/A | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $2,600 |
| CHRISTIAN APPALACHIAN PROJECT INC | |||||||
| 2610 PALUMBO DR | LEXINGTON | KY | 405091234 | N/A | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $500 |
| CONGREGATION BETH ISRAEL | |||||||
| 701 FARMINGTON AVE | WEST HARTFORD | CT | 061191799 | N/A | PUBLIC CHARITY | SPONSORSHIP OF ANNUAL GOLF TOURNAMENT | $2,500 |
| CONGREGATION BETH ISRAEL | |||||||
| 701 FARMINGTON AVE | WEST HARTFORD | CT | 061191799 | N/A | PUBLIC CHARITY | RABBIS INSTALLATION CELEBRATION | $1,000 |
| CONNECTICUT CHILDREN'S MEDICAL CENTER FOUNDATION | |||||||
| 282 WASHINGTON ST | HARTFORD | CT | 061063322 | N/A | PUBLIC CHARITY | 2012 ACES FOR KIDS | $1,000 |
| CONNECTICUT CHILDREN'S MEDICAL CENTER FOUNDATION | |||||||
| 282 WASHINGTON ST | HARTFORD | CT | 061063322 | N/A | PUBLIC CHARITY | 2011 FRIENDS STORYBOOK GALA SPONSORSHIP | $1,500 |
| CONNECTICUT FOOD BANK | |||||||
| PO BOX 8686 | NEW HAVEN | CT | 065310686 | N/A | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $1,500 |
| CONNECTICUT HISTORICAL SOCIETY | |||||||
| ONE ELIZABETH STREET | HARTFORD | CT | 061052292 | N/A | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $500 |
| CONNECTICUT SCIENCE CENTER | |||||||
| 250 COLUMBUS BOULEVARD | HARTFORD | CT | 061032802 | N/A | PUBLIC CHARITY | METACOMET ELEMENTARY SCHOOL'S 4TH GRADE FIELD TRIP | $1,422 |
| CONNECTICUT SCIENCE CENTER | |||||||
| 250 COLUMBUS BOULEVARD | HARTFORD | CT | 061032802 | N/A | PUBLIC CHARITY | GREEN GALA H20 | $5,000 |
| DRESS FOR SUCCESS | |||||||
| PO BOX 2343 | HARTFORD | CT | 061462343 | N/A | PUBLIC CHARITY | SIMPLE SHEATH SPONSOR FOR THE 7TH ANNUAL CAPITAL CATWALK FUNDRAISER | $1,500 |
| FEED THE CHILDREN | |||||||
| PO BOX 36 | OKLAHOMA CITY | OK | 731010036 | N/A | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $50 |
| FENWICK IMPROVEMENT FUND INC | |||||||
| 219 CHESTNUT HILL RD | LITCHFIELD | CT | 067594104 | N/A | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $1,500 |
| GIFTS OF LOVE | |||||||
| PO BOX 463 | AVON | CT | 060013805 | N/A | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $500 |
| GREATER HARTFORD JEWISH COMMUNITY CENTER | |||||||
| 335 BLOOMFIELD AVE | WEST HARTFORD | CT | 061171543 | N/A | PUBLIC CHARITY | FILM FESTIVAL | $5,000 |
| HADASSAH | |||||||
| 43 CARLYLE ROAD | WEST HARTFORD | CT | 061171326 | N/A | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $500 |
| HARTFORD HOSPITAL | |||||||
| 80 SEYMOUR ST | HARTFORD | CT | 061025037 | N/A | PUBLIC CHARITY | BLACK & RED EVENT | $1,000 |
| HARTFORD STAGE | |||||||
| 50 CHURCH STREET | HARTFORD | CT | 061031201 | N/A | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $2,000 |
| HOPEWORKS INC | |||||||
| 90 NORTH MAIN ST | WEST HARTFORD | CT | 061071924 | N/A | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $1,000 |
| HOUSE OF BREAD | |||||||
| 1453 MAIN ST | HARTFORD | CT | 061202726 | N/A | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $500 |
| JEWISH FAMILY SERVICES | |||||||
| 333 BLOOMFIELD AVESUITE A | WEST HARTFORD | CT | 061171500 | N/A | PUBLIC CHARITY | MEMORY OF ALBERT DAKERS | $500 |
| JEWISH FEDERATION OF GREATER HARTFORD | |||||||
| 333 BLOOMFIELD AVE SUITE C | WEST HARTFORD | CT | 061171500 | N/A | PUBLIC CHARITY | ANNUAL CAMPAIGN | $5,000 |
| JEWISH FEDERATION OF GREATER HARTFORD | |||||||
| 333 BLOOMFIELD AVE SUITE C | WEST HARTFORD | CT | 061171500 | N/A | PUBLIC CHARITY | MEMORY OF MRS. ZACHS | $200 |
| JEWISH FEDERATION OF GREATER HARTFORD | |||||||
| 333 BLOOMFIELD AVE SUITE C | WEST HARTFORD | CT | 061171500 | N/A | PUBLIC CHARITY | WOMEN'S FUND | $1,000 |
| JIMMY FUND DANA-FARBER CANCER INSTITUTE | |||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 024457226 | N/A | PUBLIC CHARITY | 2012 WTIC RED SOX-YANKEES FUNDRAISER | $5,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 20 BATTERSON PARK RD | FARMINGTON | CT | 060324502 | N/A | PUBLIC CHARITY | 2012 JAZZ FOR JUVENILE DIABETES BENEFIT CONCERT | $300 |
| KATHARINE HEPBURN CULTURAL ARTS CENTER | |||||||
| 300 MAIN STREET | OLD SAYBROOK | CT | 064752395 | N/A | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $1,000 |
| LITERACY VOLUNTEERS OF GREATER HARTFORD | |||||||
| 30 ARBOR ST | HARTFORD | CT | 061061215 | N/A | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $1,500 |
| MALTA HOUSE OF CARE FOUNDATION INC | |||||||
| 19 WOODLAND ST SUITE 37 | HARTFORD | CT | 061052335 | N/A | PUBLIC CHARITY | WOMEN'S FUND | $100 |
| MAYOR'S CHARITY BALL | |||||||
| PO BOX 270788 | WEST HARTFORD | CT | 061270788 | N/A | PUBLIC CHARITY | THE MAYOR'S CHARITY BALL 2012 | $2,500 |
| MEMORIAL UNITED METHODIST CHURCH | |||||||
| 867 WEST AVON ROAD | AVON | CT | 060012972 | N/A | PUBLIC CHARITY | FOR SUNDAY SCHOOL IN MEMORY OF ALBERT DAKERS | $1,500 |
| MY SISTERS' PLACE | |||||||
| 30 ARBOR ST | HARTFORD | CT | 061061215 | N/A | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $10,000 |
| NATIONAL CONFERENCE FOR COMMUNITY AND JUSTICE | |||||||
| 1095 DAY HILL ROAD | WINDSOR | CT | 060951782 | N/A | PUBLIC CHARITY | ANNUAL HUMAN RELATIONS AWARD BANQUET | $1,667 |
| NEW BRITAIN MUSEUM OF AMERICAN ART | |||||||
| 56 LEXINGTON ST | NEW BRITAIN | CT | 060521412 | N/A | PUBLIC CHARITY | SPRING GALA SPONSORSHIP/UNRESTRICTED PURPOSE | $8,333 |
| NEW ENGLAND CAROUSEL MUSEUM & THE BUSHNELL PARK CAROUSEL | |||||||
| 95 RIVERSIDE AVE | BRISTOL | CT | 060106390 | N/A | PUBLIC CHARITY | TRANSPORTATION AND RESTORATION OF THE BUSHNELL PARK CAROUSEL BAND ORGAN | $5,534 |
| NUTMEG BIG BROTHERS BIG SISTERS | |||||||
| 30 LAUREL STREET | HARTFORD | CT | 061061377 | N/A | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $1,000 |
| OLD SAYBROOK FIRE COMPANY NO 1 INC | |||||||
| 310 MAIN ST | OLD SAYBROOK | CT | 064752372 | N/A | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $500 |
| PAN-MASS CHALLENGE JIMMY FUND | |||||||
| 77 4TH AVE | NEEDHAM | MA | 024942704 | N/A | PUBLIC CHARITY | ANNUAL BIKE-A-THON | $1,600 |
| RON FOLEY PANCREATIC CANCER FOUNDATION INC | |||||||
| PO BOX 270098 | WEST HARTFORD | CT | 061270098 | N/A | PUBLIC CHARITY | RON'S RUN FOR THE ROSES 2012 | $250 |
| RON FOLEY PANCREATIC CANCER FOUNDATION INC | |||||||
| PO BOX 270098 | WEST HARTFORD | CT | 061270098 | N/A | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $100 |
| SALT MARSH OPERA | |||||||
| PO BOX 95 | OLD SAYBROOK | CT | 064750095 | N/A | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $250 |
| SHORELINE SOUP KITCHENS & PANTRIES | |||||||
| PO BOX 804 | ESSEX | CT | 064260804 | N/A | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $500 |
| STANDING TALL INC | |||||||
| 200 RIVERSIDE BLVD UNIT 2 | NEW YORK | NY | 100690981 | N/A | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $500 |
| TALCOTT MOUNTAIN SCIENCE CENTER FOR STUDENT INVOLVEMENT INC | |||||||
| 324 MONTEVIDEO ROAD | AVON | CT | 060013946 | N/A | PUBLIC CHARITY | FOR WEB DESIGN | $5,000 |
| TBCC PLAY FOR A CURE | |||||||
| 376 SIMSBURY ROADD | BLOOMFIELD | CT | 060022216 | N/A | PUBLIC CHARITY | 15TH ANNUAL PLAY FOR A CURE | $1,000 |
| UNITED WAY | |||||||
| 30 LAUREL STREET | HARTFORD | CT | 061061374 | N/A | PUBLIC CHARITY | 2011 UNITED WAY COMMUNITY CAMPAIGN | $10,000 |
| URBAN OAKS ORGANIC FARM | |||||||
| 225 OAK STREET | NEW BRITAIN | CT | 060511225 | N/A | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $1,000 |
| VILLAGE | |||||||
| 1680 ALBANY AVE | HARTFORD | CT | 061051001 | N/A | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $500 |
| VILLAGE | |||||||
| 1680 ALBANY AVE | HARTFORD | CT | 061051001 | N/A | PUBLIC CHARITY | THE GIRL WITHIN LUNCHEON | $1,500 |
| WADSWORTH ATHENEUM MUSEUM OF ART | |||||||
| 600 MAIN ST | HARTFORD | CT | 061032990 | N/A | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $2,500 |
| WEST HARTFORD SYMPHONY ORCHESTRA | |||||||
| 81 S MAIN ST 8 | WEST HARTFORD | CT | 061072400 | N/A | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 118378 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $76,319 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $56 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $76,375 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 76375 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION FEES | Category |
| Amount | $7,900 | Amount |
| Net Investment Income | 7110 | NetInvestmentIncome |
| Disbursements Charitable Prps | 790 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | UIL HOLDINGS CORPORATION | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 1062015 | BookValue |
| EOYFMV | 1583793 | EOYFMV |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lenders Name | ARNOLD L CHASE | LendersName |
| Lenders Title | OFFICER | LendersTitle |
| Original Amount Of Loan | 625490 | OriginalAmountOfLoan |
| Balance Due | 676390 | BalanceDue |
| Repayment Terms | DEMAND | RepaymentTerms |
| Interest Rate | 0.000000000000 | InterestRate |
| Security Provided By Borrower | NONE | SecurityProvidedByBorrower |
| Purpose Of Loan | TO FUND CHARITABLE EXPENDITURES | PurposeOfLoan |
| Desc Of Lender Consideration | CASH | DescOfLenderConsideration |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT RELATED FEES | 300 | 300 | 0 |
| FILING FEES | 210 | 0 | 210 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $1,500 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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