SANDRA AND ARNOLD CHASE FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SANDRA AND ARNOLD CHASE FAMILY FOUNDATION (EIN 06-1562152)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-08-15
- IRS object ID
- 201222289349100017
- Schema version
- 2010v3.4
- 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 | 2012-08-15T11:21:00-05:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-10-01 | 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 | 2012-08-14 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 1456764 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2440 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 76332 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 76332 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 12 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 12 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 12 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 78784 | TotalRevenueAndExpenses |
| Total Net Investment Income | 76344 | 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 | 7500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 6750 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 750 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 2440 | InterestRevAndExpnss |
| Interest Net Invst Incm | 0 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1000 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 50 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 50 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 10990 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 6750 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 800 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 240591 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 240591 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 251581 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 6750 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 241391 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -172797 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 69594 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 71175 | CashBOY |
| Cash EOY | 2378 | CashEOY |
| Cash EOYFMV | 2378 | CashEOYFMV |
| Investments Other BOY | 1062015 | InvestmentsOtherBOY |
| Investments Other EOY | 1062015 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1454386 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1133190 | TotalAssetsBOY |
| Total Assets EOY | 1064393 | TotalAssetsEOY |
| Total Assets EOYFMV | 1456764 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 7500 | AccountsPayableBOY |
| Accounts Payable EOY | 7500 | AccountsPayableEOY |
| Loans From Officers BOY | 521490 | LoansFromOfficersBOY |
| Loans From Officers EOY | 625490 | LoansFromOfficersEOY |
| Total Liabilities BOY | 528990 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 632990 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 604200 | UnrestrictedBOY |
| Unrestricted EOY | 431403 | UnrestrictedEOY |
| Total Net Assets BOY | 604200 | TotalNetAssetsBOY |
| Total Net Assets EOY | 431403 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1133190 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1064393 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 604200 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -172797 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 431403 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 431403 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | LITIGATION SETTLEMENT INCOME-UNITED HEALTH GROUP | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2005-09-30 | DateAcquired |
| Date Sold | 2010-12-23 | DateSold |
| Gross Sales Price | 12 | GrossSalesPrice |
| Gain Or Loss | 12 | GainOrLoss |
| Gains Minus Excess Or Losses | 12 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 12 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 174004 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1570012 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.110830 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 152565 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1620638 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.094139 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 592605 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1996026 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.296892 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 349222 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1583590 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.220526 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 471086 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1812298 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.259938 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.982325 | TotalDistributionRatio |
| Average Distribution Ratio | 0.196465 | AverageDistributionRatio |
| Net Noncharitable Assets | 1372367 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 269622 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 696 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 270318 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 241391 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1392 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1392 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1392 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1596 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1596 | TotalCreditsAndPayments |
| Overpayment | 204 | Overpayment |
| Amount Credited To Next Year | 204 | 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 | 9913 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1383353 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1393266 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1393266 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 20899 | CashDeemedCharitable |
| Net Noncharitable Assets | 1372367 | NetNoncharitableAssets |
| Minimum Investment Return | 68618 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 68618 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1392 | TaxBasedOnInvestmentIncome |
| Total Tax | 1392 | TotalTax |
| Distributable Amount Before Adj | 67226 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 67226 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 67226 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 241391 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 241391 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 241391 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 67226 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 382117 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 272239 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 494670 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 73182 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 96907 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1319115 | TotalExcessDistriCarryover |
| Qualifying Distributions | 241391 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 67226 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 174165 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1493280 | 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 | 382117 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1111163 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 272239 | ExcessFromYear4 |
| Excess From Year3 | 494670 | ExcessFromYear3 |
| Excess From Year2 | 73182 | ExcessFromYear2 |
| Excess From Year1 | 96907 | ExcessFromYear1 |
| Excess From Current Year | 174165 | 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 (69 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 | NONE | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $500 |
| ALEXANDER FRANKLIN CHARITABLE FOUNDATION THE | |||||||
| 37 CROSSWOOD ROAD | FARMINGTON | CT | 060321067 | NONE | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $3,000 |
| ALYSSA'S ANGEL FUND | |||||||
| 335 BLOOMFIELD AVE | WEST HARTFORD | CT | 061171543 | NONE | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $300 |
| AMERICAN CANCER SOCIETY | |||||||
| 30 SPEEN ST | FRAMINGHAM | MA | 017011804 | NONE | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $500 |
| ANTI DEFAMATION LEAGUE | |||||||
| 605 THIRD AVE | NEW YORK | NY | 101583560 | NONE | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $8,333 |
| ARTHRITIS FOUNDATION | |||||||
| 35 COLD SPRING ROAD SUITE 411 | ROCKY HILL | CT | 060673166 | NONE | PUBLIC CHARITY | HILDA ROSENTHAL RESEARCH FUND | $500 |
| BIKES FOR KIDS | |||||||
| PO BOX 94 | CENTERBROOK | CT | 064090094 | NONE | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $500 |
| BRIDGE FAMILY CENTER | |||||||
| 1022 FARMINGTON AVE | WEST HARTFORD | CT | 061072105 | NONE | PUBLIC CHARITY | CHILDREN'S CHARITY BALL | $2,500 |
| BUSHNELL THE | |||||||
| 166 CAPITOL AVE | HARTFORD | CT | 061061621 | NONE | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $2,500 |
| CHARTER OAK CULTURAL CENTER | |||||||
| 21 CHARTER OAK AVE | HARTFORD | CT | 061061621 | NONE | PUBLIC CHARITY | CELEBRATION OF JEWISH ARTS & CULTURE | $1,800 |
| CHILDFUND INTERNATIONAL | |||||||
| 2821 EMERYWOOD PARKWAY | RICHMOND | VA | 232943726 | NONE | PUBLIC CHARITY | SPECIAL GIFT FOR ASALA&PALOMA | $200 |
| CONGREGATION BETH ISRAEL | |||||||
| 701 FARMINGTON AVE | WEST HARTFORD | CT | 061191799 | NONE | PUBLIC CHARITY | GOLF CLASSIC | $2,500 |
| CONNECTICUT APPLESEED | |||||||
| 25 DUDLEY ROAD | WILTON | CT | 068973508 | NONE | PUBLIC CHARITY | HARTFORD CLUB EVENT | $500 |
| CONNECTICUT CHILDREN'S FOUNDATION | |||||||
| 282 WASHINGTON ST | HARTFORD | CT | 061063322 | NONE | PUBLIC CHARITY | ACES FOR KIDS | $500 |
| CONNECTICUT CHILDREN'S FOUNDATION | |||||||
| 282 WASHINGTON ST | HARTFORD | CT | 061063322 | NONE | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $50,000 |
| CONNECTICUT CHILDREN'S FOUNDATION | |||||||
| 282 WASHINGTON ST | HARTFORD | CT | 061063322 | NONE | PUBLIC CHARITY | NEONATAL INTENSIVE CARE UNIT | $250 |
| CONNECTICUT HISTORICAL SOCIETY | |||||||
| ONE ELIZABETH STREET | HARTFORD | CT | 061052292 | NONE | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| CONNECTICUT PUBLIC BROADCASTING | |||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 061052432 | NONE | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| CONNECTICUT PUBLIC BROADCASTING | |||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 061052432 | NONE | PUBLIC CHARITY | LEARNING LAB | $25,000 |
| CONNECTICUT SCIENCE CENTER | |||||||
| 250 COLUMBUS BOULEVARD | HARTFORD | CT | 061032802 | NONE | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $1,000 |
| DRESS FOR SUCCESS | |||||||
| PO BOX 2343 | HARTFORD | CT | 061462343 | NONE | PUBLIC CHARITY | SIMPLE SHEATH SPONSOR FOR THE 6TH ANNUAL CAPITAL CATWALK | $1,500 |
| FENWICK IMPROVEMENT FUND | |||||||
| 219 CHESTNUT HILL RD | LITCHFIELD | CT | 067594104 | NONE | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $1,000 |
| FOODSHARE | |||||||
| 450 WOODLAND AVE | BLOOMFIELD | CT | 060021342 | NONE | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $1,000 |
| FOOD PANTRY-THE TOWN THAT CARES | |||||||
| 50 SOUTH MAIN ST | WEST HARTFORD | CT | 061072485 | NONE | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $1,000 |
| FRIENDS OF ELIZABETH PARK INC | |||||||
| PO BOX 370361 | WEST HARTFORD | CT | 061370361 | NONE | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $500 |
| GREATER HARTFORD JEWISH COMMUNITY CENTER | |||||||
| 335 BLOOMFIELD AVE | WEST HARTFORD | CT | 061171543 | NONE | PUBLIC CHARITY | THE MANDELL JCC'S | $5,000 |
| GREATER HARTFORD JEWISH COMMUNITY CENTER | |||||||
| 335 BLOOMFIELD AVE | WEST HARTFORD | CT | 061171543 | NONE | PUBLIC CHARITY | MEMORY OF EMIL ELLE | $200 |
| HARTFORD ART SCHOOL | |||||||
| 200 BLOOMFIELD AVE | WEST HARTFORD | CT | 061171545 | NONE | PUBLIC CHARITY | DEAN'S DISCRETIONARY FUND | $1,750 |
| HARTFORD ART SCHOOL | |||||||
| 200 BLOOMFIELD AVE | WEST HARTFORD | CT | 061171545 | NONE | PUBLIC CHARITY | FRED WESSEL SCHOLARSHIP FUND | $2,000 |
| HARTFORD HOSPITAL | |||||||
| 80 SEYMOUR ST | HARTFORD | CT | 061025037 | NONE | PUBLIC CHARITY | DIGITAL MOBILE MAMMOGRAPHY PROGRAM | $3,000 |
| HARTFORD PUBLIC LIBARY | |||||||
| PO BOX 271561 | WEST HARTFORD | CT | 061271561 | NONE | PUBLIC CHARITY | 2010 FRIENDS OF CONNECTICUT EXPLORED | $500 |
| HARTFORD SYMPHONY ORCHESTRA | |||||||
| 99 PRATT STREET SUITE 500 | HARTFORD | CT | 061031629 | NONE | PUBLIC CHARITY | 2010-2011 ANNUAL FUND | $500 |
| HEBREW HEALTH CARE | |||||||
| 1 ABRAHMS BLVD | WEST HARTFORD | CT | 061171508 | NONE | PUBLIC CHARITY | MEMORY OF MANNY LEIBERT | $500 |
| HEBREW HEALTH CARE | |||||||
| 1 ABRAHMS BLVD | WEST HARTFORD | CT | 061171508 | NONE | PUBLIC CHARITY | MEMORY OF RICHARD LEIBERT | $200 |
| HOPE WORKS | |||||||
| 90 NORTH MAIN ST | WEST HARTFORD | CT | 061071924 | NONE | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $5,000 |
| JEWISH FAMILY SERVICES | |||||||
| 333 BLOOMFIELD AVESUITE A | WEST HARTFORD | CT | 061171500 | NONE | PUBLIC CHARITY | 100TH BIRTHDAY | $100 |
| JEWISH FEDERATION OF GREATER HARTFORD | |||||||
| 333 BLOOMFIELD AVE SUITE C | WEST HARTFORD | CT | 061171500 | NONE | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $5,000 |
| JEWISH FEDERATION OF GREATER HARTFORD | |||||||
| 333 BLOOMFIELD AVE SUITE C | WEST HARTFORD | CT | 061171500 | NONE | PUBLIC CHARITY | HAITI | $500 |
| JIMMY FUND-DANA FARBER CANCER INSTITUTE | |||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 024457226 | NONE | PUBLIC CHARITY | 2011 WTIC RED SOX-YANKEES | $5,425 |
| JIMMY FUND | |||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 024457226 | NONE | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $200 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 20 BATTERSON PARK RD | FARMINGTON | CT | 060324502 | NONE | PUBLIC CHARITY | 2011 JAZZ FOR JUVENILE DIABETES | $300 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 20 BATTERSON PARK RD | FARMINGTON | CT | 060324502 | NONE | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $500 |
| KOMEN FOR THE CURE | |||||||
| 74 BATTERSON PARK RD | FARMINGTON | CT | 060324502 | NONE | PUBLIC CHARITY | 2011 RACE FOR THE CURE | $2,500 |
| LEARNING DISABILITIES ASSOCIATION OF CONNECTICUT | |||||||
| 999 ASYLUM AVE SUITE 504 | HARTFORD | CT | 061052475 | NONE | PUBLIC CHARITY | LDA OF CT'S ANNUAL CONFERENCE | $500 |
| LYNDE POINT LAND TRUST | |||||||
| PO BOX 126 | OLD SAYBROOK | CT | 064750126 | NONE | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $200 |
| LITERACY VOLUNTEERS OF GREATER HARTFORD | |||||||
| 30 ARBOR ST | HARTFORD | CT | 061061215 | NONE | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $1,000 |
| LOAVES & FISHES MINISTRIES INC | |||||||
| 360 FARMINGTON AVE | HARTFORD | CT | 061054402 | NONE | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $1,000 |
| LYME ACADEMY COLLEGE OF FINE ARTS | |||||||
| 84 LYME ST | OLD LYME | CT | 063712333 | NONE | PUBLIC CHARITY | ANNUAL CAMPAIGN FOR LYME ACADEMY | $1,000 |
| MAYOR'S CHARITY BALL INC | |||||||
| PO BOX 270788 | WEST HARTFORD | CT | 061270788 | NONE | PUBLIC CHARITY | 12TH ANNUAL MAYOR'S CHARITY BALL | $2,500 |
| MERCY CORPS | |||||||
| 45 SW ANKENY ST | PORTLAND | OR | 972043500 | NONE | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $1,000 |
| MY SISTER'S PLACE | |||||||
| 30 ARBOR ST | HARTFORD | CT | 061061215 | NONE | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $500 |
| MY SISTER'S PLACE | |||||||
| 30 ARBOR ST | HARTFORD | CT | 061061215 | NONE | PUBLIC CHARITY | COMING HOME | $10,000 |
| NATIONAL CONFERENCE FOR COMMUNITY AND JUSTICE | |||||||
| 1095 DAY HILL ROAD | WINDSOR | CT | 060951782 | NONE | PUBLIC CHARITY | ANNUAL HUMAN RELATIONS AWARD BANQUET | $10,000 |
| NEW BRITAIN MUSEUM OF AMERICAN ART | |||||||
| 56 LEXINGTON ST | NEW BRITAIN | CT | 060521412 | NONE | PUBLIC CHARITY | ART PARTY OF THE YEAR | $3,333 |
| NEW BRITAIN MUSEUM OF AMERICAN ART | |||||||
| 56 LEXINGTON ST | NEW BRITAIN | CT | 060521412 | NONE | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $2,500 |
| PAN-MASS CHALLENGE JIMMY FUND | |||||||
| 77 4TH AVE | NEEDHAM | MA | 024942704 | NONE | PUBLIC CHARITY | ANNUAL BIKE A THON | $3,500 |
| SHORELINE SOUP KITCHENS&PANTRIES | |||||||
| PO BOX 804 | ESSEX | CT | 064260804 | NONE | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $500 |
| SOLOMON SCHECHTER DAY SCHOOL | |||||||
| 26 BUENA VISTA RD | WEST HARTFORD | CT | 061073216 | NONE | PUBLIC CHARITY | AN EVENING WITH MARVIN HAMLISCH | $500 |
| TALCOTT MOUNTAIN SCIENCE CENTER | |||||||
| 324 MONTEVIDEO ROAD | AVON | CT | 060013946 | NONE | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $29,500 |
| TBCC PLAY FOR A CURE | |||||||
| 376 SIMSBURY RD | BLOOMFIELD | CT | 060022216 | NONE | PUBLIC CHARITY | 14TH ANNUAL PLAY FOR A CURE | $2,500 |
| TOWN THAT CARES | |||||||
| 50 SOUTH MAIN ST | WEST HARTFORD | CT | 061072485 | NONE | PUBLIC CHARITY | WEST HARTFORD FOOD PANTRY | $1,000 |
| UNITED WAY | |||||||
| 30 LAUREL STREET | HARTFORD | CT | 061061374 | NONE | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $10,000 |
| UNIVERSITY OF CONNECTICUT | |||||||
| 2390 ALUMNI DRIVE | STORRS | CT | 062693206 | NONE | PUBLIC CHARITY | WHITE COAT GALA | $5,000 |
| UNIVERSITY OF HARTFORD | |||||||
| 200 BLOOMFIELD AVE | WEST HARTFORD | CT | 061171545 | NONE | PUBLIC CHARITY | MAURICE GREENBERG | $1,000 |
| UNIVERSITY OF HARTFORD | |||||||
| 200 BLOOMFIELD AVE | WEST HARTFORD | CT | 061171545 | NONE | PUBLIC CHARITY | ARTHUR SZYK FUND | $1,000 |
| WADSWORTH ATHENEUM | |||||||
| 600 MAIN ST | HARTFORD | CT | 061032990 | NONE | PUBLIC CHARITY | FREE FAMILY LAST SATURDAYS PROGRAM | $500 |
| WADSWORTH ATHENEUM | |||||||
| 600 MAIN ST | HARTFORD | CT | 061032990 | NONE | PUBLIC CHARITY | ANNUAL FUND | $2,500 |
| WEST HARTFORD ART LEAGUE INC | |||||||
| 37 BUENA VISTA ROAD | WEST HARTFORD | CT | 061073216 | NONE | PUBLIC CHARITY | CT +6 JURIED COMPETITION | $500 |
| WEST HARTFORD SYMPHONY ORCHESTRA | |||||||
| PO BOX 370036 | WEST HARTFORD | CT | 061370036 | NONE | PUBLIC CHARITY | UNRESTRICTED PURPOSE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 240591 | 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 | $76,332 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $12 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $76,344 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 76344 | 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 | TAX PREPARATION FEE | Category |
| Amount | $7,500 | Amount |
| Net Investment Income | 6750 | NetInvestmentIncome |
| Disbursements Charitable Prps | 750 | 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 | 1454386 | 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 | 625490 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FILING FEE | Description |
| Revenue And Expenses Per Books | 50 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 50 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $1,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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