MERIDEN FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MERIDEN FOUNDATION (EIN 06-6037849)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-10
- IRS object ID
- 201212849349100201
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-10T08:50:47-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060415530 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIRCALDIE RANDALL & MCNAB LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 WASHINGTON AVENUE | AddressLine1 |
| City | NORTH HAVEN | City |
| State | CT | State |
| ZIP Code | 064731187 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066037849 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERIDEN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MERI | NameControl |
| Phone | 8606921751 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 BANK STREET | AddressLine1 |
| City | WATERBURY | City |
| State | CT | State |
| ZIP Code | 06702 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WEBSTER BANK NA | Name |
| Title | BY PAUL MCAFEE VP | Title |
| Phone | 8606921751 | Phone |
| Date Signed | 2012-10-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN S BORGERSON CPA | Name |
| PTIN | P00017928 | PTIN |
| Phone | 2032394478 | Phone |
| Date Prepared | 2012-10-03 | DatePrepared |
| 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 | 20210778 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 13144 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 617554 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 617554 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 587267 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2871871 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 587267 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1217965 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1204821 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 218696 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 187172 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 25524 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 13650 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 13650 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 10516 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 781 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 781 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 19299 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 19299 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 262942 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 187172 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 59254 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1106933 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1106933 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1369875 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 187172 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1166187 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -151910 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1017649 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 622263 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 660701 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 660701 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses EOY | 5734 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 5734 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 102975 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 76420 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 86140 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 6730749 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 7504161 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 15373381 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 4825267 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 3872647 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 4084822 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 12281254 | TotalAssetsBOY |
| Total Assets EOY | 12119663 | TotalAssetsEOY |
| Total Assets EOYFMV | 20210778 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 9681 | AccountsPayableBOY |
| Total Liabilities BOY | 9681 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 12071821 | CapitalStockBOY |
| Capital Stock EOY | 11866360 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 199752 | RetainedEarningsBOY |
| Retained Earnings EOY | 253303 | RetainedEarningsEOY |
| Total Net Assets BOY | 12271573 | TotalNetAssetsBOY |
| Total Net Assets EOY | 12119663 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 12281254 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 12119663 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 12271573 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -151910 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 12119663 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 12119663 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 587267 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1103870 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 22911562 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.048180 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1090463 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 22629125 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.048188 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1127712 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 21996743 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.051267 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1212126 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 25208965 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.048083 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1171427 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 23223103 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.050442 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.246160 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049232 | AverageDistributionRatio |
| Net Noncharitable Assets | 22678236 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1116495 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 10176 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1126671 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1166187 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 10176 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 10176 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 10176 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 16000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 16000 | TotalCreditsAndPayments |
| Penalty For Underpayment | 90 | PenaltyForUnderpayment |
| Overpayment | 5734 | Overpayment |
| Amount Credited To Next Year | 5734 | 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 |
| Form990 PF Filed With AG | 0 | 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 | WEBSTER BANK NA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8606921751 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 BANK STREET | AddressLine1 |
| City | WATERBURY | City |
| State | CT | State |
| ZIP Code | 06702 | 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 | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| WALTER G ALWANG | ||||||||
| 5 ARLINGTON ST NO | MERIDEN | CT | 06450 | VICE CHAIR, DISTRIBUTION COMMITTEE | 1.00 | 0 | 0 | 0 |
| PETER VOURAS JR | ||||||||
| 62 PRESTON DR | MERIDEN | CT | 06450 | DISTRIBUTION COMMITTEE | 1.00 | 0 | 0 | 0 |
| MAUREEN KANE | ||||||||
| 155 METACOMET DR | MERIDEN | CT | 06450 | DISTRIBUTION COMMITTEE | 1.00 | 0 | 0 | 0 |
| WEBSTER BANK NA | ||||||||
| 123 BANK STREET | WATERBURY | CT | 06702 | TRUSTEE | 5.00 | 212696 | 0 | 0 |
| THOMAS GRIGLUN | ||||||||
| 223 LYDALE PLACE | MERIDEN | CT | 06450 | CHAIR, DISTRIBUTION COMMITTEE | 1.00 | 0 | 0 | 0 |
| ELSA BRADFORD | ||||||||
| BRADFORD HILL | MERIDEN | CT | 06450 | DISTRIBUTION COMMITTEE | 1.00 | 0 | 0 | 0 |
| JEFFERY OTIS | ||||||||
| 123 BANK STREET | WATERBURY | CT | 06702 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| SARAH OTIS | ||||||||
| 123 BANK STREET | WATERBURY | CT | 06702 | SECRETARY, DISTRIBUTION COMMITTEE | 1.00 | 6000 | 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 | 22030646 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 992944 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 23023590 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 23023590 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 345354 | CashDeemedCharitable |
| Net Noncharitable Assets | 22678236 | NetNoncharitableAssets |
| Minimum Investment Return | 1133912 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1133912 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 10176 | TaxBasedOnInvestmentIncome |
| Total Tax | 10176 | TotalTax |
| Distributable Amount Before Adj | 1123736 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1123736 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1123736 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1166187 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1166187 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 10176 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1156011 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1123736 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 1105274 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1166187 | QualifyingDistributions |
| Applied To Year1 | 1105274 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 60913 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 1062823 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | PAUL M MCAFEE WEBSTER BANK NA | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 BANK STREET | AddressLine1 |
| City | WATERBURY | City |
| State | CT | State |
| ZIP Code | 06702 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 8606921751 | RecipientPhoneNumber |
| Form And Info And Materials | GRANTS-MUST BE IN WRITING ON ORGANIZATION LETTERHEAD STATING PURPOSE SCHOLARSHIP-NEED PROOF OF QUALIFICATIONS AND COMPLETED APPLICATION | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | REQUESTS SHOULD BENEFIT THE GREATER MERIDEN AREA | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (164 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN ASSOC OF UNIVERSITY WOMEN | |||||||
| 1111 SIXTEENTH STREET | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | MENTORING PROGRAM | $500 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 720366 | OKLAHOMA CITY | OK | 73172 | NONE | PUBLIC CHARITY | GENERAL USE | $706 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 720366 | OKLAHOMA CITY | OK | 73172 | NONE | PUBLIC CHARITY | GENERAL USE | $15,708 |
| AMERICAN HEART ASSOCIATION | |||||||
| 122 EAST 42BD ST 18TH FL | NEW YORK | NY | 10168 | NONE | PUBLIC CHARITY | GENERAL USE | $15,708 |
| AMERICAN LUNG ASSOCIATION OF CT | |||||||
| 45 ASH STREET | EAST HARTFORD | CT | 06108 | NONE | PUBLIC CHARITY | GENERAL USE | $706 |
| AMERICAN LUNG ASSOCIATION OF CT | |||||||
| 45 ASH STREET | EAST HARTFORD | CT | 06108 | NONE | PUBLIC CHARITY | GENERAL USE | $15,708 |
| AMERICAN RED CROSS | |||||||
| 144 SOUTH MAIN STREET | WALLINGFORD | CT | 06492 | NONE | PUBLIC CHARITY | GENERAL USE | $15,708 |
| ANIMAL FRIENDS OF CONNECTICUT | |||||||
| 151 MOHEGAN DR | WEST HARTFORD | CT | 06117 | NONE | PUBLIC CHARITY | GENERAL USE | $1,465 |
| ANIMAL PROTECTION INSTITURE | |||||||
| PO BOX 22505 | SACRAMENTO | CA | 95822 | NONE | PUBLIC CHARITY | GENERAL USE | $1,465 |
| ASH DISBURSEMENTS | |||||||
| PO BOX 951 | MERIDEN | CT | 06450 | NONE | PUBLIC CHARITY | GENERAL USE | $4,496 |
| ASSOCIATED HUMANE SOCIETIES | |||||||
| 124 EVERGREEN AVENUE | NEWARK | NJ | 07114 | NONE | PUBLIC CHARITY | GENERAL USE | $1,465 |
| AUGUSTA CURTIS CULTURAL CENTER | |||||||
| 175 EAST MAIN STREET | MERIDEN | CT | 06450 | NONE | PUBLIC CHARITY | SUMMER CAMP PROGRAMS | $17,500 |
| BEAT THE STREET COMMUNITY CENTER | |||||||
| 121 S COLONY STREET | MERIDEN | CT | 06450 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| BEST FRIENDS ANIMAL SANCUTARY | |||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | NONE | PUBLIC CHARITY | GENERAL USE | $1,465 |
| BOSTON BURNS HOSPITAL | |||||||
| 51 BLOSSOM STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL USE | $16,950 |
| BOYS & GIRLS CLUB OF MERIDEN | |||||||
| 15 LINCOLN STREET | MERIDEN | CT | 06451 | NONE | PUBLIC CHARITY | COLLEGE PREP PROGRAM | $17,000 |
| BRD OF WORLD MISSION OF EVANG COVENANT CHURCH | |||||||
| 5101 NO FRANSISCO AVENUE | CHICAGO | IL | 60625 | NONE | PUBLIC CHARITY | GENERAL USE | $706 |
| CHORALE CONNECTICUT | |||||||
| 41 BROOKSIDE ROAD | NEW BRITIAN | CT | 06052 | NONE | PUBLIC CHARITY | GENERAL | $15,000 |
| CHURCH OF THE HOLY ANGELS | |||||||
| 915 MAIN STREET | MERIDEN | CT | 06451 | NONE | PUBLIC CHARITY | GENERAL USE | $3,142 |
| CONN CHILDRENS MEDICAL CENTER | |||||||
| 12 CHARTER OAK PLACE | HARTFORD | CT | 06106 | NONE | PUBLIC CHARITY | GENERAL USE | $1,250 |
| CONN CHILDRENS MEDICAL CENTER | |||||||
| 12 CHARTER OAK PLACE | HARTFORD | CT | 06106 | NONE | PUBLIC CHARITY | GENERAL USE | $15,708 |
| CONNECTICUT ASSOCIATION FOR HUMAN SERVICES | |||||||
| 110 BARTHOLOMEW AVE 4030 | HARTFORD | CT | 06106 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| CONNECTICUT YANKEE COUNCIL | |||||||
| 60 WELLINGTON ROAD | MILFORD | CT | 06460 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| COVENANT HOME | |||||||
| MISSIONARY ROAD | CROMWELL | CT | 06416 | NONE | PUBLIC CHARITY | GENERAL USE | $706 |
| DEDICATED AND EVERLASTING LOVE TO ANIMALS | |||||||
| PO BOX 9 | GLENDALE | CA | 91209 | NONE | PUBLIC CHARITY | GENERAL USE | $1,465 |
| EASTER SEAL REHABILITATION | |||||||
| 158 STATE STREET | MERIDEN | CT | 06450 | NONE | PUBLIC CHARITY | GENERAL USE | $15,708 |
| FARM SANCUTARY | |||||||
| PO BOX 150 | WAKINS GLEN | NY | 14891 | NONE | PUBLIC CHARITY | GENERAL USE | $1,465 |
| FIRST BAPTIST CHURCH | |||||||
| 460 BROAD STREET | MERIDEN | CT | 06450 | NONE | PUBLIC CHARITY | GENERAL USE | $7,354 |
| FIRST BAPTIST CHURCH | |||||||
| 460 BROAD STREET | MERIDEN | CT | 06450 | NONE | PUBLIC CHARITY | GENERAL USE | $32,005 |
| FIRST CONGREGATIONAL CHURCH | |||||||
| 62 COLONY STREET | MERIDEN | CT | 06451 | NONE | PUBLIC CHARITY | GENERAL USE | $706 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 15 PLEASANT STREET | MERIDEN | CT | 06450 | NONE | PUBLIC CHARITY | GENERAL USE | $8,660 |
| FRIENDS OF MERIDEN PUBLIC LIBRARY | |||||||
| 105 MILLER STREET | MERIDEN | CT | 06450 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| GAYLORD HOSPITAL | |||||||
| GAYLORD FARM ROAD | WALLINGFORD | CT | 06492 | NONE | PUBLIC CHARITY | GENERAL USE | $15,708 |
| GIRLS INC | |||||||
| 130 LINCOLN STREET | MERIDEN | CT | 06451 | NONE | PUBLIC CHARITY | OPERATION SMART PROGRAM | $20,000 |
| GORILLA FOUNDATION | |||||||
| PO BOX 620530 | WOODSIDE | CA | 94062 | NONE | PUBLIC CHARITY | GENERAL USE | $1,465 |
| HUMANE FARMING ASSOC | |||||||
| 76 BELVEDERE STREET | SAN RAFAEL | CA | 94901 | NONE | PUBLIC CHARITY | GENERAL USE | $1,465 |
| IMMANUEL LUTHERAN CHURCH | |||||||
| 154 MEADOW STREET | BRISTOL | CT | 06010 | NONE | PUBLIC CHARITY | GENERAL USE | $33,899 |
| INTERNATIONAL FUND FOR ANIMAL WELFARE | |||||||
| 765 ATTUCKS LANE | HYANNIS | MA | 02601 | NONE | PUBLIC CHARITY | GENERAL USE | $1,465 |
| MALONEY HIGH SCHOOL BAND BOOSTERS LLC | |||||||
| 121 GRAVEL STREET | MERIDEN | CT | 06450 | NONE | PUBLIC CHARITY | NEW BAND UNIFORMS | $12,000 |
| MASONIC CHARITY FOUNDATION | |||||||
| PO BOX 70 | MERIDEN | CT | 06451 | NONE | PUBLIC CHARITY | GENERAL | $3,973 |
| MASSACHUSETTS SOCIETY FOR PCA | |||||||
| 350 SOUTH HUNTINGTON AVENUE | BOSTON | MA | 02130 | NONE | PUBLIC CHARITY | GENERAL USE | $1,465 |
| MERIDEN ARTS TRUST INC | |||||||
| 50 WESTERLY TERRACE | MERIDEN | CT | 06451 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| MERIDEN BOYS & GIRLS CLUB | |||||||
| 15 LINCOLN STREET | MERIDEN | CT | 06451 | NONE | PUBLIC CHARITY | GENERAL USE | $15,708 |
| MERIDEN BOYS & GIRLS CLUB | |||||||
| 15 LINCOLN STREET | MERIDEN | CT | 06451 | NONE | PUBLIC CHARITY | GENERAL USE | $20,873 |
| MERIDEN DAFFODIL FESTIVAL COMMITTEE | |||||||
| PO BOX 40 | MERIDEN | CT | 06450 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| MERIDEN GIRLS CLUB | |||||||
| 130 LINCOLN STREET | MERIDEN | CT | 06451 | NONE | PUBLIC CHARITY | GENERAL USE | $15,708 |
| MERIDEN HUMANE SOCIETY | |||||||
| PO BOX 4094 | WALLINGFORD | CT | 06492 | NONE | PUBLIC CHARITY | GENERAL USE | $7,354 |
| MERIDEN JEWISH WELFARE FUND | |||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | NONE | PUBLIC CHARITY | GENERAL | $3,973 |
| MERIDEN PUBLIC LIBRARY | |||||||
| 105 MILLER STREET | MERIDEN | CT | 06450 | NONE | PUBLIC CHARITY | GENERAL USE | $604 |
| MERIDEN PUBLIC LIBRARY | |||||||
| 105 MILLER STREET | MERIDEN | CT | 06450 | NONE | PUBLIC CHARITY | GENERAL USE | $7,354 |
| MERIDEN PUBLIC LIBRARY | |||||||
| 105 MILLER STREET | MERIDEN | CT | 06450 | NONE | PUBLIC CHARITY | GENERAL USE | $40,022 |
| MERIDEN YMCA | |||||||
| 127 EAST MAIN STREET | MERIDEN | CT | 06450 | NONE | PUBLIC CHARITY | GENERAL | $3,973 |
| MERIDEN YMCA | |||||||
| 110 WEST MAIN STREET | MERIDEN | CT | 06451 | NONE | PUBLIC CHARITY | GENERAL USE | $8,660 |
| MERIDEN YMCA | |||||||
| 110 WEST MAIN STREET | MERIDEN | CT | 06451 | NONE | PUBLIC CHARITY | GENERAL USE | $20,873 |
| MIDSTATE MEDICAL CENTER | |||||||
| 435 LEWIS AVENUE | MERIDEN | CT | 06451 | NONE | PUBLIC CHARITY | GENERAL USE | $1,562 |
| MIDSTATE MEDICAL CENTER | |||||||
| 435 LEWIS AVENUE | MERIDEN | CT | 06451 | NONE | PUBLIC CHARITY | GENERAL USE | $8,660 |
| MIDSTATE MEDICAL CENTER | |||||||
| 435 LEWIS AVENUE | MERIDEN | CT | 06451 | NONE | PUBLIC CHARITY | CAPITAL PLEDGE | $30,000 |
| MIDSTATE MEDICAL CENTER | |||||||
| 435 LEWIS AVENUE | MERIDEN | CT | 06451 | NONE | PUBLIC CHARITY | GENERAL USE | $31,416 |
| MIDSTATE MEDICAL CENTER | |||||||
| 435 LEWIS AVENUE | MERIDEN | CT | 06451 | NONE | PUBLIC CHARITY | GENERAL USE | $59,836 |
| MY CITY KITCHEN | |||||||
| 384 PRATT STREET | MERIDEN | CT | 06450 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| NATIONAL FEDERATION OF THE BLIND CT | |||||||
| 477 CONNECTICUT BLVD | EAST HARTFORD | CT | 06108 | NONE | PUBLIC CHARITY | GENERAL USE | $706 |
| NEW BRITAIN PUBLIC LIBRARY | |||||||
| 20 HIGH STREET | NEW BRITAIN | CT | 06051 | NONE | PUBLIC CHARITY | GENERAL USE | $7,354 |
| NEW OPPORTIUNITIES OF GREATER MERIDEN | |||||||
| 43 SAINT CASIMIR DR | MERIDEN | CT | 06450 | NONE | PUBLIC CHARITY | WALK FOR WARMTH | $15,000 |
| NEW OPPORTUNITIES HOMELESS SHELTER | |||||||
| 43 SAINT CASIMIR DR | MERIDEN | CT | 06450 | NONE | PUBLIC CHARITY | GENERAL USE | $8,300 |
| OUR LADY OF MT CARMEL CHURCH | |||||||
| 109 GOODWILL AVENUE | MERIDEN | CT | 06451 | NONE | PUBLIC CHARITY | GENERAL USE | $1,562 |
| OUR LADY OF MT CARMEL CHURCH | |||||||
| 109 GOODWILL AVENUE | MERIDEN | CT | 06451 | NONE | PUBLIC CHARITY | GENERAL USE | $31,416 |
| PETA | |||||||
| 501 FRONT STREET | NORFOLK | VA | 23510 | NONE | PUBLIC CHARITY | GENERAL USE | $1,465 |
| QUINNIPIAC RIVER WATERSHED ASSOCIATION | |||||||
| PO BOX 2825 | MERIDEN | CT | 06450 | NONE | PUBLIC CHARITY | CIVIL WAR REENACTMENT EVENT | $12,000 |
| SALVATION ARMY | |||||||
| PO BOX 234 | MERIDEN | CT | 06450 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| SALVATION ARMY | |||||||
| PO BOX 234 | MERIDEN | CT | 06450 | NONE | PUBLIC CHARITY | GENERAL USE | $15,708 |
| SCSU FOUNDATION | |||||||
| 501 CRESENT STREET | NEW HAVEN | CT | 06515 | NONE | PUBLIC CHARITY | GENERAL USE | $7,354 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 516 CAROW STREET | BOSTON | MA | 02104 | NONE | PUBLIC CHARITY | GENERAL USE | $16,950 |
| ST JOSEPH RC CHURCH | |||||||
| 22 GOODWILL AVENUE | MERIDEN | CT | 06451 | NONE | PUBLIC CHARITY | GENERAL USE | $1,562 |
| ST JOSEPH CHURCH | |||||||
| 22 GOODWILL AVENUE | MERIDEN | CT | 06451 | NONE | PUBLIC CHARITY | GENERAL USE | $231 |
| ST LAURENT | |||||||
| 109 GOODWILL AVENUE | MERIDEN | CT | 06451 | NONE | PUBLIC CHARITY | GENERAL USE | $3,142 |
| ST MARY'S CHURCH CORP | |||||||
| 5 SHERMAN PLACE | MERIDEN | CT | 06451 | NONE | PUBLIC CHARITY | GENERAL USE | $3,142 |
| ST ROSE ROMAN CATHOLIC CHURCH | |||||||
| 35 CENTER STREET | MERIDEN | CT | 06450 | NONE | PUBLIC CHARITY | GENERAL USE | $3,142 |
| ST STANISLAUS CHURCH | |||||||
| 82 AKRON STREET | MERIDEN | CT | 06450 | NONE | PUBLIC CHARITY | GENERAL USE | $3,142 |
| SUMMER CAMPERSHIP FUND | |||||||
| 35 PLEASANT STREET STE 1E | MERIDEN | CT | 06450 | NONE | PUBLIC CHARITY | CAMPERSHIPS | $8,000 |
| THE OCEAN CONSERVANCY | |||||||
| 2029 K STREET NW | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | GENERAL USE | $1,465 |
| TRINITY COLLEGE | |||||||
| 300 SUMMITT STREET | HARTFORD | CT | 06106 | NONE | PUBLIC CHARITY | GENERAL USE | $31,416 |
| UNITED WAY OF MDN & WLFD | |||||||
| 35 PLEASANT ST SUITE 1E | MERIDEN | CT | 06450 | NONE | PUBLIC CHARITY | GENERAL USE | $15,708 |
| UNITED WAY OF MDN & WLFD | |||||||
| 35 PLEASANT ST SUITE 1E | MERIDEN | CT | 06450 | NONE | PUBLIC CHARITY | GENERAL | $35,000 |
| WALLINGFORD FAMILY YMCA | |||||||
| 81 SOUTH ELM STREET | WALLINGFORD | CT | 06492 | NONE | PUBLIC CHARITY | FILIPEK TENNIS TOURNAMENT | $500 |
| WILD BURRO RESCUE | |||||||
| 20066 WALKER CREEK PO BOX 10 | OLANCHA | CA | 93549 | NONE | PUBLIC CHARITY | GENERAL USE | $1,465 |
| WOMEN & FAMILIES CENTER | |||||||
| 183 COLONY STREET | MERIDEN | CT | 06450 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| WORLD SOCIETY FOR THE PROTECTION OF ANIMALS | |||||||
| 34 DELOSS STREET | FRAMINGHAM | MA | 01702 | NONE | PUBLIC CHARITY | GENERAL USE | $1,465 |
| YALE LAW SCHOOL ANNUAL FUND | |||||||
| PO BOX 208214 | NEW HAVEN | CT | 06520 | NONE | PUBLIC CHARITY | GENERAL USE | $31,416 |
| YMCA OF MERIDEN | |||||||
| 110 WEST MAIN STREET | MERIDEN | CT | 06451 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| CENTRAL CONNECTICUT STATE UNIVERSITY ON BEHALF OF ABDELGHANI HIBA | |||||||
| PO BOX 4010 | NEW BRITAIN | CT | 06050 | NONE | N/A | SCHOLARSHIP | $1,200 |
| ROGER WILLIAMS UNIVERSITY ON BEHALF OF ARCE DAVID | |||||||
| ONE OLD FERRY ROAD | BRISTOL | RI | 02809 | NONE | N/A | SCHOLARSHIP | $5,000 |
| SACRED HEART UNIVERSITY ON BEHALF OF ARNTSEN JULIA | |||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | NONE | N/A | SCHOLARSHIP | $1,200 |
| ARZOLAN MATTHEW | |||||||
| 123 BANK STREET | WATERBURY | CT | 06702 | NONE | N/A | SCHOLARSHIP | $1,000 |
| UNIVERSITY OF CONNECTICUT ON BEHALF OF BAIGERT DAVID | |||||||
| 233 GLENBROOK ROAD - UNIT 4100 | STORRS | CT | 06269 | NONE | N/A | SCHOLARSHIP | $2,500 |
| UNIVERSITY OF CONNECTICUT ON BEHALF OF BAIGERT DAVID | |||||||
| 233 GLENBROOK ROAD - UNIT 4100 | STORRS | CT | 06269 | NONE | N/A | SCHOLARSHIP | $5,000 |
| UNIVERSITY OF CONNECTICUT ON BEHALF OF BATTISTA JENNA | |||||||
| 233 GLENBROOK ROAD - UNIT 4100 | STORRS | CT | 06269 | NONE | N/A | SCHOLARSHIP | $1,200 |
| BELL MATTHEW | |||||||
| 123 BANK STREET | WATERBURY | CT | 06702 | NONE | N/A | SCHOLARSHIP | $1,000 |
| UNIVERSITY OF CONNECITCUT ON BEHALF OF BHATTI SADAF | |||||||
| 233 GLENBROOK ROAD - UNIT 4100 | STORRS | CT | 06269 | NONE | N/A | SCHOLARSHIP | $2,000 |
| UNIVERSITY OF CONNECITCUT ON BEHALF OF BISSON KEVIN | |||||||
| 233 GLENBROOK ROAD - UNIT 4100 | STORRS | CT | 06269 | NONE | N/A | SCHOLARSHIP | $2,000 |
| UNIVERSITY OF CONNECTICUT ON BEHALF OF BLAIN MELANIE | |||||||
| 233 GLENBROOK ROAD - UNIT 4100 | STORRS | CT | 06269 | NONE | N/A | SCHOLARSHIP | $5,000 |
| WPI ON BEHALF OF BOEGLIN JONATHAN | |||||||
| 100 INSTITUTE ROAD | WORCESTER | MA | 01609 | NONE | N/A | SCHOLARSHIP | $1,200 |
| UNIVERSITY OF HARTFORD ON BEHALF OF BRAZAUSKI KRISTEN | |||||||
| 200 BLOOMFIELD AVENUE | HARTFORD | CT | 06117 | NONE | N/A | SCHOLARSHIP | $1,200 |
| BUCH ROBERT | |||||||
| 123 BANK STREET | WATERBURY | CT | 06702 | NONE | N/A | SCHOLARSHIP | $500 |
| CENTRAL CONNECTICUT STATE UNIVERSITY ON BEHALF OF BURKE BRITTANY | |||||||
| PO BOX 4010 | NEW BRITAIN | CT | 06050 | NONE | N/A | SCHOLARSHIP | $1,500 |
| TABOR ACADEMY ON BEHALF OF CABAN CHRISTIAN | |||||||
| FRONT STREET | MARION | MA | 02738 | NONE | N/A | SCHOLARSHIP | $650 |
| UNIVERSITY OF CONNECTICUT ON BEHALF OF CAMIRE CASEY | |||||||
| 233 GLENBROOK ROAD - UNIT 4100 | STORRS | CT | 06269 | NONE | N/A | SCHOLARSHIP | $5,000 |
| UNIVERSITY OF NEW ENGLAND ON BEHALF OF CHENARD REBEKKA | |||||||
| 11 HILLS BEACH ROAD | BIDDEFORD | ME | 04005 | NONE | N/A | SCHOLARSHIP | $5,000 |
| SACRED HEART UNIVERSITY ON BEHALF OF COFRANCESCO ALANNA | |||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | NONE | N/A | SCHOLARSHIP | $1,200 |
| COLLIGAN RYAN | |||||||
| 123 BANK STREET | WATERBURY | CT | 06702 | NONE | N/A | SCHOLARSHIP | $500 |
| MONMOUTH UNIVERSITY ON BEHALF OF CREAN ASHLEY | |||||||
| 400 CEDAR AVENUE | W LONG BRANCH | NJ | 07764 | NONE | N/A | SCHOLARSHIP | $1,200 |
| SOUTHERN CONNECTICUT STATE UNIVERSITY ON BEHALF OF CREAN LAURA | |||||||
| 501 CRESENT STREET | NEW HAVEN | CT | 06515 | NONE | N/A | SCHOLARSHIP | $1,200 |
| UNIVERSITY OF CONNECTICUT ON BEHALF OF DALSANIA CHANDANI | |||||||
| 233 GLENBROOK ROAD - UNIT 4100 | STORRS | CT | 06269 | NONE | N/A | SCHOLARSHIP | $5,000 |
| SALVE REGINA UNIVERSITY ON BEHALF OF DARGAN MICHAEL | |||||||
| 100 OCHRE POINT AVENUE | NEWPORT | RI | 02840 | NONE | N/A | SCHOLARSHIP | $5,000 |
| QUINNIPIAC UNIVERSITY ON BEHALF OF DOMINELLO CAYLA | |||||||
| 275 MOUNT CARMEL AVENUE | HAMDEN | CT | 06518 | NONE | N/A | SCHOLARSHIP | $1,200 |
| PAIER COLLEGE OF ART ON BEHALF OF DUCHESNE STEVEN | |||||||
| 20 GORHAM AVENUE | HAMDEN | CT | 06514 | NONE | N/A | SCHOLARSHIP | $1,000 |
| UNIVERSITY OF HARTFORD ON BEHALF OF DUTRA TINA | |||||||
| 200 BLOOMFIELD AVENUE | HARTFORD | CT | 06117 | NONE | N/A | SCHOLARSHIP | $1,200 |
| SOUTHERN CONNECTICUT STATE UNIVERSITY ON BEHALF OF DYREK KAITLYN | |||||||
| 501 CRESENT STREET | NEW HAVEN | CT | 06515 | NONE | N/A | SCHOLARSHIP | $1,500 |
| TEMPLE UNIVERSITY ON BEHALF OF FRASER BENJAMIN | |||||||
| 1801 NORTH BROAD STREET | PHILADELPHIA | PA | 19122 | NONE | N/A | SCHOLARSHIP | $1,200 |
| TEMPLE UNIVERSITY ON BEHALF OF FRASER ELIZABETH | |||||||
| 1801 NORTH BROAD STREET | PHILADELPHIA | PA | 19122 | NONE | N/A | SCHOLARSHIP | $1,200 |
| BOSTON COLLEGE ON BEHALF OF GOODFIELD SARAH | |||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | NONE | N/A | SCHOLARSHIP | $500 |
| BOSTON COLLEGE ON BEHALF OF GORDON KELSEY | |||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | NONE | N/A | SCHOLARSHIP | $5,000 |
| COLLEGE OF THE HOLY CROSS ON BEHALF OF GRADY SARAH | |||||||
| 1 COLLEGE STREET | WORCESTER | MA | 01610 | NONE | N/A | SCHOLARSHIP | $1,200 |
| UNIVERSITY OF CONNECTICUT ON BEHALF OF GREEN MATTHEW | |||||||
| 233 GLENBROOK ROAD - UNIT 4100 | STORRS | CT | 06269 | NONE | N/A | SCHOLARSHIP | $1,200 |
| UNIVERSITY OF CONNECTICUT ON BEHALF OF GREEN NICHOLAS | |||||||
| 233 GLENBROOK ROAD - UNIT 4100 | STORRS | CT | 06269 | NONE | N/A | SCHOLARSHIP | $2,000 |
| UNIVERSITY OF CONNECTICUT ON BEHALF OF HERNANDEZ KEVIN | |||||||
| 233 GLENBROOK ROAD - UNIT 4100 | STORRS | CT | 06269 | NONE | N/A | SCHOLARSHIP | $1,200 |
| UNIVERSITY OF CONNECTICUT ON BEHALF OF IVES ETHAN | |||||||
| 233 GLENBROOK ROAD - UNIT 4100 | STORRS | CT | 06269 | NONE | N/A | SCHOLARSHIP | $1,200 |
| UNIVERSITY OF NEW HAVEN ON BEHALF OF JANKO LUKASZ | |||||||
| 300 BOSTON POST ROAD | WEST HAVEN | CT | 06516 | NONE | N/A | SCHOLARSHIP | $5,000 |
| CENTRAL CONNECTICUT STATE UNIVERSITY ON BEHALF OF KONG ELAINE | |||||||
| PO BOX 4010 | NEW BRITAIN | CT | 06050 | NONE | N/A | SCHOLARSHIP | $2,000 |
| UNIVERSITY OF CONNECTICUT ON BEHALF OF LABISSONIERE GEORGE | |||||||
| 233 GLENBROOK ROAD - UNIT 4100 | STORRS | CT | 06269 | NONE | N/A | SCHOLARSHIP | $1,200 |
| ALBERTUS MAGNUS COLLEGE ON BEHALF OF LABISSONIERE KRISTA | |||||||
| 700 PROSPECT STREET | NEW HAVEN | CT | 06511 | NONE | N/A | SCHOLARSHIP | $1,200 |
| SACRED HEART UNIVERSITY ON BEHALF OF LABISSONIERE NATHAN | |||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | NONE | N/A | SCHOLARSHIP | $5,000 |
| UNIVERSITY OF CONNECTICUT ON BEHALF OF MAJESKI JAQUELINE | |||||||
| 233 GLENBROOK ROAD - UNIT 4100 | STORRS | CT | 06269 | NONE | N/A | SCHOLARSHIP | $650 |
| MARENNA NICHOLAS | |||||||
| 123 BANK STREET | WATERBURY | CT | 06702 | NONE | N/A | SCHOLARSHIP | $1,000 |
| ROANOKE COLLEGE ON BEHALF OF MARSZAL LAUREN | |||||||
| 221 COLLEGE LANE | SALEM | VA | 24153 | NONE | N/A | SCHOLARSHIP | $1,200 |
| NORTHEASTERN UNIVERSITY ON BEHALF OF MASTRIANO ALEXANDER | |||||||
| 360 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | N/A | SCHOLARSHIP | $1,500 |
| CENTRAL CONNECTICUT STATE UNIVERSITY ON BEHALF OF MENARD KENDRA | |||||||
| PO BOX 4010 | NEW BRITAIN | CT | 06050 | NONE | N/A | SCHOLARSHIP | $2,000 |
| MERIDEN LIONS WELFARE PROJECTS INC | |||||||
| 140 PRESTON DRIVE | MERIDEN | CT | 06450 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $4,000 |
| UNC-CHAPEL HILL ON BEHALF OF MILLS PETER | |||||||
| CB 1400 450 RIDGE RD | CHAPEL HILL | NC | 27599 | NONE | N/A | SCHOLARSHIP | $1,200 |
| MISC | |||||||
| 123 BANK STREET | WATERBURY | CT | 06702 | NONE | PUBLIC CHARITY | GENERAL USE | $5,681 |
| UNIVERSITY OF CONNECTICUT ON BEHALF OF NHAN KATHY | |||||||
| 233 GLENBROOK ROAD - UNIT 4100 | STORRS | CT | 06269 | NONE | N/A | SCHOLARSHIP | $5,000 |
| STONEHILL COLLEGE ON BEHALF OF NIHON KIMBERLY | |||||||
| 320 WASHINGTON STREET | EASTON | MA | 02357 | NONE | N/A | SCHOLARSHIP | $5,000 |
| UNIVERSITY OF CONNECTICUT ON BEHALF OF PERREAULT GAGE | |||||||
| 233 GLENBROOK ROAD - UNIT 4100 | STORRS | CT | 06269 | NONE | N/A | SCHOLARSHIP | $1,500 |
| FAIRFIELD UNIVERSITY ON BEHALF OF POL CORIE | |||||||
| 1073 NORTH BENSON ROAD | FAIRFIELD | CT | 06824 | NONE | N/A | SCHOLARSHIP | -$5,000 |
| TOWSON UNIVERSITY ON BEHALF OF PRESCOTT-ERICKSON KRISTEN | |||||||
| 8000 YORK ROAD | TOWSON | MD | 21252 | NONE | N/A | SCHOLARSHIP | $5,000 |
| UNIVERSITY OF NEW HAVEN ON BEHALF OF RAMOS JASON | |||||||
| 300 BOSTON POST ROAD | WEST HAVEN | CT | 06516 | NONE | N/A | SCHOLARSHIP | $2,000 |
| UNIVERSITY OF CONNECTICUT ON BEHALF OF REID KEVIN | |||||||
| 233 GLENBROOK ROAD - UNIT 4100 | STORRS | CT | 06269 | NONE | N/A | SCHOLARSHIP | $1,000 |
| PENN STATE UNIVERSITY ON BEHALF OF ROLSTONE GEOFFREY | |||||||
| 314 SHIELD BUILDING | UNIVERSITY PARK | PA | 16802 | NONE | N/A | SCHOLARSHIP | $5,000 |
| CENTRAL CONNECTICUT STATE UNIVERSITY ON BEHALF OF RUIZ MELISSA | |||||||
| PO BOX 4010 | NEW BRITAIN | CT | 06050 | NONE | N/A | SCHOLARSHIP | $1,200 |
| SAMSEL JOHN | |||||||
| 123 BANK STREET | WATERBURY | CT | 06702 | NONE | N/A | SCHOLARSHIP | $1,000 |
| JOHNSON & WALES UNIVERSITY ON BEHALF OF SAUZA CARLA | |||||||
| 8 ABBOTT PARK ROAD | PROVIDENCE | RI | 02903 | NONE | N/A | SCHOLARSHIP | $5,000 |
| UNIVERSITY OF CONNECITCUT ON BEHALF OF SOTO DAMON | |||||||
| 233 GLENBROOK ROAD - UNIT 4100 | STORRS | CT | 06269 | NONE | N/A | SCHOLARSHIP | $2,000 |
| UNIVERSITY OF CONNECTICUT ON BEHALF OF STACK MARGUERITE | |||||||
| 233 GLENBROOK ROAD - UNIT 4100 | STORRS | CT | 06269 | NONE | N/A | SCHOLARSHIP | $2,500 |
| UNIVERSITY OF CONNECTICUT ON BEHALF OF STANDISH ALYSSA | |||||||
| 233 GLENBROOK ROAD - UNIT 4100 | STORRS | CT | 06269 | NONE | N/A | SCHOLARSHIP | $5,000 |
| UNIVERSITY OF CONNECTICUT ON BEHALF OF STRILLACCI LAUREN | |||||||
| 233 GLENBROOK ROAD - UNIT 4100 | STORRS | CT | 06269 | NONE | N/A | SCHOLARSHIP | $2,000 |
| AMERICAN UNIVERSITY ON BEHALF OF SZYMASZEK JULIE | |||||||
| 4400 MASSACHUSETTS AVE | WASHINGTON | DC | 20016 | NONE | N/A | SCHOLARSHIP | $5,000 |
| UNIVERSITY OF CONNECITCUT ON BEHALF OF TENCZA ELIZABETH | |||||||
| 233 GLENBROOK ROAD - UNIT 4100 | STORRS | CT | 06269 | NONE | N/A | SCHOLARSHIP | $5,000 |
| WASHINGTON ADVENTIST UNIVERSITY ON BEHALF OF THOMPSON KAYLA | |||||||
| 7600 FLOWER AVENUE | TAKOMA PARK | MD | 20912 | NONE | N/A | SCHOLARSHIP | $1,000 |
| EASTERN CONNECTICUT STATE UNVERSITY ON BEHALF OF TIMEK STEPHANIE | |||||||
| 83 WINDHAM STREET | WILLIMANTIC | CT | 06226 | NONE | N/A | SCHOLARSHIP | $2,000 |
| STONEHILL COLLEGE ON BEHALF OF VIRSHUP MICHELLE | |||||||
| 320 WASHINGTON STREET | EASTON | MA | 02357 | NONE | N/A | SCHOLARSHIP | $1,200 |
| UNIVERSITY OF CONNECITCUT ON BEHALF OF VO KIM MARIE | |||||||
| 233 GLENBROOK ROAD - UNIT 4100 | STORRS | CT | 06269 | NONE | N/A | SCHOLARSHIP | $5,000 |
| WILSON III ALEXANDER | |||||||
| 123 BANK STREET | WATERBURY | CT | 06702 | NONE | N/A | SCHOLARSHIP | $1,000 |
| UNIVERSITY OF NEW HAVEN ON BEHALF OF WORONICK TIFFANI | |||||||
| 300 BOSTON POST ROAD | WEST HAVEN | CT | 06516 | NONE | N/A | SCHOLARSHIP | $5,000 |
| UNIVERSITY OF CONNECTICUT ON BEHALF OF ZAJAC REBECCA | |||||||
| 233 GLENBROOK ROAD - UNIT 4100 | STORRS | CT | 06269 | NONE | N/A | SCHOLARSHIP | $2,000 |
| ZEIGLER MATTHEW | |||||||
| 123 BANK STREET | WATERBURY | CT | 06702 | NONE | N/A | SCHOLARSHIP | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1106933 | 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 | $617,554 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $587,267 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,204,821 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1204821 | 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 | KIRCALDIE, RANDALL & MCNAB LLC - TAXES | Category |
| Amount | $13,650 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 13650 | DisbursementsCharitablePrps |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | NOT REQUIRED BECAUSE FOUNDATION DOES NOT SOLICIT FUNDS | Statement |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (36 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMERICAN INTERNATIONAL GROUP 4.95% 2/09/2011, 20,000.000 UNITS | 19768 | 19800 |
| AT&T 2.5% 8/15/2015 , 50,000.000 UNITS | 49694 | 51774 |
| BARCLAYS BANK 3.75% 12/23/2017, 170,000.000 UNITS | 170000 | 157931 |
| BARCLAYS BANK VAR% 6/24/2018, 45,000.000 UNITS | 45000 | 42046 |
| BEAR STEARNS 5.1% 11/15/2013, 50,000.000 UNITS | 50000 | 51276 |
| BEAR STEARNS 5.35% 2/01/2012, 25,000.000 UNITS | 24591 | 25086 |
| CATERPILLAR FINL SERVICES 4.1% 02/15/2012, 50,000.000 UNITS | 50000 | 50099 |
| CIT GROUP 7.00% 5/01/2015, 5,328.000 UNITS | 6020 | 5339 |
| CIT GROUP 7.00% 5/01/2016, 8,880.000 UNITS | 9695 | 8880 |
| CIT GROUP 7.00% 5/01/2017, 12,432.000 UNITS | 13415 | 12432 |
| CITGROUP 5% 09/15/2014, 35,000.000 UNITS | 34881 | 34640 |
| DELL 2.3% 09/10/2015, 105,000.000 UNITS | 102323 | 107285 |
| DIAGEO CAPITAL 5.125% 1/30/2012, 25,000.000 UNITS | 25220 | 25078 |
| DODGE & COX INCOME FD, 35,456.365 UNITS | 455091 | 471570 |
| GENERAL ELECTRIC CAP 4.5% 11/15/2013, 50,000.000 UNITS | 50000 | 51540 |
| GENERAL ELECTRIC CAP 4.625% 01/15/2014, 100,000.000 UNITS | 100000 | 103595 |
| GOLDMAN SACHS GROUP 5.125% 1/15/2015, 45,000.000 UNITS | 44771 | 44957 |
| GOLDMAN SACHS GROUP 5.625% 01/15/2017, 50,000.000 UNITS | 50096 | 49030 |
| HARBOR BOND FD, 24,703.869 UNITS | 293068 | 301140 |
| HARTFORD FINANCIAL SERVICES 4% 03/30/2015, 50,000.000 UNITS | 49558 | 50242 |
| INTERNATIONAL LEASE FIN 5.25% 1/10/2013, 50,000.000 UNITS | 49825 | 49500 |
| ISHARES BARCLAYS TIPS BD FD, 900.000 UNITS | 94904 | 105021 |
| ISHARES IBOXX INVESTMENT GRADE CORP BD FD, 2,430.000 UNITS | 239993 | 276437 |
| JOHN HANCOCK LIFE 4.15% 02/15/2012, 365,000.000 UNITS | 365000 | 365762 |
| JP MORGAN CHASE 2.6% 1/165/2016, 220,000.000 UNITS | 217727 | 216779 |
| JP MORGAN CHASE 5.15% 10/01/2015, 50,000.000 UNITS | 44347 | 53069 |
| MAIRS & POWER GROWTH FD, 146.714 UNITS | 10000 | 10384 |
| MORGAN STANLEY 4.1% 01/26/2015, 75,000.000 UNITS | 74517 | 71191 |
| PRUDENTIAL FINANCIAL 5.1% 9/20/2014, 35,000.000 UNITS | 34608 | 37645 |
| SUNOCO 5.75% 01/15/2017, 10,000.000 UNITS | 9946 | 10048 |
| UNIONBANCAL 5.25% 12/16/2013, 15,000.000 UNITS | 14888 | 15433 |
| VANGUARD EMERGING MARKETS FD, 550.000 UNITS | 22038 | 21016 |
| VANGUARD INFLATION PROTECTED SEC FD, 2,151.823 UNITS | 26245 | 30362 |
| VANGUARD INT TERM BOND IDX FD, 80,535.719 UNITS | 826103 | 947894 |
| VANGUARD INT-TERM CORP, 10,131.974 UNITS | 95049 | 101218 |
| VERIZON VIRGINIA 4.625% 03/15/2013, 105,000.000 UNITS | 104266 | 109323 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (98 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 3M, 5,300.000 UNITS | 121611 | 433169 |
| ABBOTT LABS, 1,000.000 UNITS | 23591 | 56230 |
| ADVANCED AUTO PARTS, 275.000 UNITS | 10324 | 19148 |
| AEGON, 4,000.000 UNITS | 2678 | 16080 |
| AETNA, 2,500.000 UNITS | 7225 | 105475 |
| AMERICAN EXPRESS, 8,015.000 UNITS | 82458 | 378068 |
| AMERIPRISE, 1,150.000 UNITS | 7944 | 57086 |
| AMGEN, 700.000 UNITS | 41046 | 44947 |
| APACHE, 250.000 UNITS | 9885 | 22645 |
| AT&T, 7,570.000 UNITS | 136512 | 228917 |
| BAC CAPITAL TR III 7% PFD, 3,150.000 UNITS | 74011 | 65331 |
| BANK OF AMERICA 7.25% PFD, 31.000 UNITS | 25483 | 24366 |
| BANK OF NEW YORK MELLON, 8,401.000 UNITS | 8886 | 167264 |
| BAXTER INTERNATIONAL, 1,600.000 UNITS | 25210 | 79168 |
| BP PLC, 300.000 UNITS | 767 | 12822 |
| BRISTOL MYERS SQUIBB, 3,700.000 UNITS | 40067 | 130388 |
| CHEVRON, 475.000 UNITS | 33459 | 50540 |
| CIGNA CORP, 1,600.000 UNITS | 7189 | 67200 |
| CISCO, 9,275.000 UNITS | 203258 | 167692 |
| COACH, 1,100.000 UNITS | 60351 | 67144 |
| COCA COLA, 7,825.000 UNITS | 125897 | 547515 |
| CONOCOPHILLIPS, 300.000 UNITS | 17972 | 21861 |
| COSTCO WHOLESALE CLUB, 200.000 UNITS | 15568 | 16664 |
| CVS CAREMARK, 3,325.000 UNITS | 102324 | 135594 |
| DANAHER, 3,750.000 UNITS | 68741 | 176400 |
| DODGE & COX INT'L STOCK FUND, 12,227.181 UNITS | 448000 | 342523 |
| DOMINION RESOURCES, 3,500.000 UNITS | 112246 | 185780 |
| DOW CHEMICAL, 4,400.000 UNITS | 159972 | 126544 |
| ECOLAB, 300.000 UNITS | 15636 | 17343 |
| ELI LILLY, 800.000 UNITS | 50604 | 33248 |
| EMC CORP, 1,850.000 UNITS | 26471 | 39849 |
| EXELIS, 3,352.000 UNITS | 2521 | 30336 |
| EXXON MOBIL, 30,117.000 UNITS | 355642 | 2552717 |
| FAIRHOLME FD, 75.211 UNITS | 2500 | 1741 |
| FIDELITY CANADA FD, 501.194 UNITS | 29000 | 25130 |
| FIDELITY CAPITAL APPRECIATION, 4,408.598 UNITS | 106000 | 108540 |
| FIDELITY CONTRAFUND, 1,367.917 UNITS | 80745 | 92280 |
| FIDELITY FLOATING RATE HIGH INCOME FD, 1,351.443 UNITS | 13379 | 13028 |
| FISERV, 300.000 UNITS | 16649 | 17622 |
| FLOUR CORP, 1,500.000 UNITS | 11361 | 75375 |
| FRONTIER COMMUNICATIONS, 978.000 UNITS | 7900 | 5037 |
| GENERAL ELECTRIC CAP CORP 6.625% PFD, 1,750.000 UNITS | 40758 | 46095 |
| GENERAL ELECTRIC, 30,740.000 UNITS | 202258 | 550553 |
| GILEAD SCIENCES, 1,125.000 UNITS | 49011 | 46046 |
| HALLIBURTON, 1,200.000 UNITS | 17213 | 41412 |
| HEINZ, 2,500.000 UNITS | 122786 | 135100 |
| HOME DEPOT, 200.000 UNITS | 9880 | 8408 |
| HUNTINGTON INGALLS IND, 499.000 UNITS | 1596 | 15609 |
| IBM, 3,725.000 UNITS | 91994 | 684953 |
| INTEL, 650.000 UNITS | 14313 | 15763 |
| ISHARES S&P GLOBAL MATERIALS INDEX FD, 100.000 UNITS | 4687 | 5720 |
| ISHARES S&P GSTI TECH INDEX FD, 1,125.000 UNITS | 59499 | 66836 |
| ITT CORP, 1,676.000 UNITS | 2281 | 32397 |
| JOHNSON & JOHNSON, 10,850.000 UNITS | 151843 | 711543 |
| JOHNSON CONTROLS, 4,600.000 UNITS | 78661 | 143796 |
| JP MORGAN CHASE CAP 7% PFD, 850.000 UNITS | 20943 | 21718 |
| JP MORGAN CHASE, 18,365.000 UNITS | 220519 | 610636 |
| JUNIPER NETWORKS, 8,100.000 UNITS | 175681 | 165321 |
| LOWES, 600.000 UNITS | 15979 | 15228 |
| MACYS, 3,114.000 UNITS | 75996 | 100209 |
| MCDONALDS, 1,275.000 UNITS | 109438 | 127921 |
| MERCK, 1,730.000 UNITS | 2311 | 65221 |
| MERIDIAN GROWTH FUND, 455.051 UNITS | 18000 | 18944 |
| MORGAN STANLEY 6.25% PFD, 11,450.000 UNITS | 237246 | 237702 |
| NEXTERA ENERGY, 1,000.000 UNITS | 6014 | 60880 |
| NOBLE CORP, 125.000 UNITS | 8154 | 3778 |
| NORTHROP, 3,000.000 UNITS | 14937 | 175440 |
| NOVARTIS, 100.000 UNITS | 6069 | 5717 |
| NOVO NORDISK, 710.000 UNITS | 86299 | 81835 |
| PEOPLES UNITED FINANCIAL, 1,350.000 UNITS | 16333 | 17348 |
| PEPSICO, 2,660.000 UNITS | 60595 | 176491 |
| PFIZER, 14,250.000 UNITS | 309739 | 308370 |
| POLYCOM, 12,200.000 UNITS | 241951 | 198860 |
| PRAXAIR, 2,000.000 UNITS | 64613 | 213800 |
| PROCTOR & GAMBLE, 14,550.000 UNITS | 264992 | 970631 |
| PRUDENTIAL FINANCIAL 9% PFD, 2,900.000 UNITS | 70599 | 79054 |
| ROYCE PENNSYLVANIA FD, 516.351 UNITS | 6000 | 5556 |
| S&P DEP RECEIPT, 1,415.000 UNITS | 176872 | 177583 |
| SCHLUMBERGER, 100.000 UNITS | 7815 | 6831 |
| SOUTHWESTERN ENERGY, 660.000 UNITS | 24308 | 21080 |
| STANLEY BLACK & DECKER, 2,300.000 UNITS | 39253 | 155480 |
| SYSCO, 825.000 UNITS | 7958 | 24197 |
| T ROWE PRICE EQUITY INCOME FD, 15,121.588 UNITS | 420294 | 348819 |
| T ROWE PRICE HIGH YIELD FD, 29,338.228 UNITS | 188888 | 190405 |
| TARGET, 2,750.000 UNITS | 111415 | 140855 |
| TEVA PHARMA, 1,150.000 UNITS | 48195 | 46414 |
| UNDER ARMOUR, 2,500.000 UNITS | 178404 | 179475 |
| UNILEVER, 4,175.000 UNITS | 92912 | 143495 |
| VANGUARD MATERIALS EFT, 275.000 UNITS | 16212 | 20111 |
| VANGUARD SHORT-TERM BOND FD, 4,148.615 UNITS | 44500 | 44141 |
| VERIZON COMMUNICATIONS, 12,769.000 UNITS | 287558 | 512292 |
| WALMART, 1,275.000 UNITS | 67076 | 76194 |
| WALT DISNEY, 950.000 UNITS | 28140 | 35625 |
| WELLS FARGO CAP TR IV 7% PFD, 1,000.000 UNITS | 24986 | 25050 |
| WELLS FARGO CAP TR IX 6.625 PFD, 3,900.000 UNITS | 96086 | 97695 |
| WELLS FARGO, 3,500.000 UNITS | 64930 | 96460 |
| XYLEM, 3,352.000 UNITS | 6146 | 86113 |
| ZIMMER HLDGS, 400.000 UNITS | 1942 | 21368 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 76420 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 86140 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| DUES | 2460 | 0 | 2460 |
| PROBATE FEES | 16839 | 0 | 16839 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES-12/11 | Category |
| Amount | $10,516 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments