SANDRA AND ARNOLD CHASE FAMILY FOUNDATION: Form 990PF, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: SANDRA AND ARNOLD CHASE FAMILY FOUNDATION (EIN 06-1562152)
Tax period: 2009-10-01 to 2010-09-30
Filed: 2011-05-13
IRS object ID: 201121339349101487
Schema version: 2009v1.7
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Expenditure Responsibility Stmt
Investments Other Schedule2
Legal Fees Schedule
Loans From Officers Schedule
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-05-13T15:39:51-05:00	Timestamp
Tax Period End Date	2010-09-30	TaxPeriodEndDate
Return Type	990PF	ReturnType
Tax Period Begin Date	2009-10-01	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	2011-05-13	DateSigned

Field	Value	IRS element (for citing)
Tax Year	2009	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	1314890	FMVAssetsEOY
Method Of Accounting Accrual	X	MethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	5629	ContriReceivedRevAndExpnss
Dividends Rev And Expnss	76718	DividendsRevAndExpnss
Dividends Net Invst Incm	76718	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	47	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	47	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	47	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	280	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	280	OtherIncomeNetInvstIncm
Total Revenue And Expenses	82674	TotalRevenueAndExpenses
Total Net Investment Income	77045	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
Legal Fees Rev And Expnss	50	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	45	LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps	5	LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss	7500	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	6750	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	0	AccountingFeesDsbrsChrtblPrps
Interest Rev And Expnss	5629	InterestRevAndExpnss
Interest Net Invst Incm	0	InterestNetInvstIncm
Interest Dsbrs Chrtbl Prps	0	InterestDsbrsChrtblPrps
Taxes Rev And Expnss	2372	TaxesRevAndExpnss
Taxes Net Invst Incm	0	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	753	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	60	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	693	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	16304	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	6855	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	698	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	173306	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	173306	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	189610	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	6855	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	174004	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-106936	ExcessOfRevenueOverExpenses
Net Investment Income	70190	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	496311	CashBOY
Cash EOY	71175	CashEOY
Cash EOYFMV	71175	CashEOYFMV
Investments Other BOY	1062015	InvestmentsOtherBOY
Investments Other EOY	1062015	InvestmentsOtherEOY
Investments Other EOYFMV	1243715	InvestmentsOtherEOYFMV
Other Assets BOY	800	OtherAssetsBOY
Other Assets EOY	0	OtherAssetsEOY
Other Assets EOYFMV	0	OtherAssetsEOYFMV
Total Assets BOY	1559126	TotalAssetsBOY
Total Assets EOY	1133190	TotalAssetsEOY
Total Assets EOYFMV	1314890	TotalAssetsEOYFMV
Accounts Payable BOY	8500	AccountsPayableBOY
Accounts Payable EOY	7500	AccountsPayableEOY
Loans From Officers BOY	839490	LoansFromOfficersBOY
Loans From Officers EOY	521490	LoansFromOfficersEOY
Total Liabilities BOY	847990	TotalLiabilitiesBOY
Total Liabilities EOY	528990	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	711136	UnrestrictedBOY
Unrestricted EOY	604200	UnrestrictedEOY
Total Net Assets BOY	711136	TotalNetAssetsBOY
Total Net Assets EOY	604200	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	1559126	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	1133190	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	711136	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-106936	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	604200	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	604200	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	2009-12-11	DateSold
Gross Sales Price	47	GrossSalesPrice
Gain Or Loss	47	GainOrLoss
Gains Minus Excess Or Losses	47	GainsMinusExcessOrLosses

Field	Value	IRS element (for citing)
Capital Gain Net Income	47	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	152565	QualifyingDistributionsYear1
Noncharitable Assets Year1	1620638	NoncharitableAssetsYear1
Distribution Ratio Year1	0.094139	DistributionRatioYear1
Qualifying Distributions Year2	592605	QualifyingDistributionsYear2
Noncharitable Assets Year2	1996026	NoncharitableAssetsYear2
Distribution Ratio Year2	0.296892	DistributionRatioYear2
Qualifying Distributions Year3	349222	QualifyingDistributionsYear3
Noncharitable Assets Year3	1583590	NoncharitableAssetsYear3
Distribution Ratio Year3	0.220526	DistributionRatioYear3
Qualifying Distributions Year4	471086	QualifyingDistributionsYear4
Noncharitable Assets Year4	1812298	NoncharitableAssetsYear4
Distribution Ratio Year4	0.259938	DistributionRatioYear4
Qualifying Distributions Year5	270600	QualifyingDistributionsYear5
Noncharitable Assets Year5	1848407	NoncharitableAssetsYear5
Distribution Ratio Year5	0.146396	DistributionRatioYear5
Total Distribution Ratio	1.017891	TotalDistributionRatio
Average Distribution Ratio	0.203578	AverageDistributionRatio
Net Noncharitable Assets	1570012	NetNoncharitableAssets
Adjusted Noncharitable Assets	319620	AdjustedNoncharitableAssets
One Percent Net Investment Income	702	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	320322	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	174004	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	1404	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	1404	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	1404	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	2000	EstTaxPaymentsAndOverpayment
Total Credits And Payments	2000	TotalCreditsAndPayments
Overpayment	596	Overpayment
Amount Credited To Next Year	596	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

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	1	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Tr Fail To Qualify As Exceptions	0	TrFailToQualifyAsExceptions
Maint Expend Responsibility	1	MaintExpendResponsibility
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	401034	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	1192887	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	1593921	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	1593921	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	23909	CashDeemedCharitable
Net Noncharitable Assets	1570012	NetNoncharitableAssets
Minimum Investment Return	78501	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	78501	MinimumInvestmentReturn
Tax Based On Investment Income	1404	TaxBasedOnInvestmentIncome
Total Tax	1404	TotalTax
Distributable Amount Before Adj	77097	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	77097	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	77097	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	174004	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	174004	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	174004	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	77097	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	183359	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	382117	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	272239	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	494670	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	73182	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	1405567	TotalExcessDistriCarryover
Qualifying Distributions	174004	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	77097	AppliedToCurrentYear
Remaining Distri From Corpus	96907	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	1502474	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	183359	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	1319115	ExcessDistriCyovToNextYear
Excess From Year4	382117	ExcessFromYear4
Excess From Year3	272239	ExcessFromYear3
Excess From Year2	494670	ExcessFromYear2
Excess From Year1	73182	ExcessFromYear1
Excess From Current Year	96907	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 (76 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
AID TO ARTISANS
1030 NEW BRITAIN AVE SUITE 102	WEST HARTFORD	CT	061102215	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$200
ALEXANDER FRANKLIN CHARITABLE FOUNDATION THE
37 CROSSWOOD ROAD	FARMINGTON	CT	060321067	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$3,000
ALYSSA'S ANGEL FUND
PO BOX 100386	GAINESVILLE	FL	326100386	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$500
AMERICAN RED CROSS
2025 E STREET NW	WASHINGTON	DC	200065009	NONE	PUBLIC CHARITY	SURVIVORS IN HAITI	$500
ANTI DEFAMATION LEAGUE
1952 WHITNEY AVE 3RD FL	HAMDEN	CT	065171206	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$8,334
ARTHRITIS FOUNDATION
35 COLD SPRING ROAD SUITE 411	ROCKY HILL	CT	060673166	NONE	PUBLIC CHARITY	MAKE A FAMILY SMILE	$1,000
AUTISM SPEAKS
1060 STATE RD	PRINCETON	NJ	085401446	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$500
BRIDGE FAMILY CENTER
1022 FARMINGTON AVE	WEST HARTFORD	CT	061072105	NONE	PUBLIC CHARITY	CHILDREN'S CHARITY BALL	$1,000
CHABAD OF THE VALLEY
141 HOPMEADOW ST	SIMSBURY	CT	060899761	NONE	PUBLIC CHARITY	"YIDDISHKITE"	$1,000
CHERYL CHASE & STUART BEAR FAMILY FONDATION INC
225 ASYLUM ST	HARTFORD	CT	061031538	EXPENDITURE RESPONSIBILITY	PRIVATE FOUNDATION	UNIVERSITY OF CONNECTICUT - SECONDARY GRANTEE	$833
CHILDFUND INTERNATIONAL
2821 EMERYWOOD PARKWAY	RICHMOND	VA	232616484	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$2,415
CLINIC
143 CHURCH ST	PHOENIXVILLE	PA	194603438	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$500
COPS LOCAL #106
PO BOX 675	OLD SAYBROOK	CT	064750675	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$2,500
CONGREGATION BETH ISRAEL
701 FARMINGTON AVE	WEST HARTFORD	CT	061191799	NONE	PUBLIC CHARITY	GOLF CLASSIC	$2,500
CONGREGATION BETH ISRAEL
701 FARMINGTON AVE	WEST HARTFORD	CT	061191799	NONE	PUBLIC CHARITY	SHABBAT KIDDISH LUNCHEON	$3,000
CONNECTICUT COMMUNITY CARE INC
43 ENTERPRISE DRIVE	BRISTOL	CT	060107472	NONE	PUBLIC CHARITY	ANNUAL APPEAL	$1,000
CONNECTICUT CHILDREN'S FOUNDATION
282 WASHINGTON ST	HARTFORD	CT	061063322	NONE	PUBLIC CHARITY	CLINICAL CARE CTR FOR CANCER	$500
CONNECTICUT FORUM
750 MAIN STREET	HARTFORD	CT	061032703	NONE	PUBLIC CHARITY	2010 FRIENDS OF THE FORUM ANNUAL CAMPAIGN	$1,000
CONNECTICUT HISTORICAL SOCIETY
ONE ELIZABETH STREET	HARTFORD	CT	061052292	NONE	PUBLIC CHARITY	ANNUAL FUND	$500
CONNECTICUT NATIONAL GUARD FOUNDATION INC
360 BROAD ST	HARTFORD	CT	061053795	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$350
CONNECTICUT PUBLIC BROADCASTING
1049 ASYLUM AVE	HARTFORD	CT	061052432	NONE	PUBLIC CHARITY	PETER KELLY TRIBUTE	$3,333
CONNECTICUT PUBLIC BROADCASTING
1049 ASYLUM AVE	HARTFORD	CT	061052432	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$10,000
CONNECTICUT WOMEN'S HALL OF FAME INC
320 FITCH STREET	NEW HAVEN	CT	065151306	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$500
ESTUARY COUNCIL OF SENIORS
220 MAIN ST	OLD SAYBROOK	CT	064752303	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$250
FAMILIES IN CRISIS
60 POPIELUSZKO COURT 2ND FL	HARTFORD	CT	061065112	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$500
FENWICK IMPROVEMENT FUND
219 CHESTNUT HILL RD	LITCHFIELD	CT	067594104	NONE	PUBLIC CHARITY	uNRESTRICTED PURPOSE	$500
FIDELCO GUIDE DOG FOUNDATION
103 OLD IRON ORE RD	BLOOMFIELD	CT	060021424	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$500
FOODSHARE
450 WOODLAND AVE	BLOOMFIELD	CT	060021342	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$500
FRIENDSHIP SERVICE CENTER OF NEW BRITAIN
PO BOX 1896	NEW BRITAIN	CT	060501896	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$500
GILDA'S CLUB WORLDWIDE
48 WALL ST	NEW YORK	NY	100052907	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$200
GOODSPEED OPERA HOUSE FOUNDATION
BOX A	EAST HADDAM	CT	064230281	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$1,000
GREATER HARTFORD JEWISH COMMUNITY CTR
335 BLOOMFIELD AVE	WEST HARTFORD	CT	061171543	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$5,000
HADASSAH
740 NORTH MAIN ST	WEST HARTFORD	CT	061172480	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$750
HARTFORD ART SCHOOL
200 BLOOMFIELD AVE	WEST HARTFORD	CT	061171545	NONE	PUBLIC CHARITY	DEAN'S DISCRETIONARY FUND	$5,000
HARTFORD HOSPITAL
80 SEYMOUR ST	HARTFORD	CT	061025037	NONE	PUBLIC CHARITY	PINK FLAMINGOS EVENT	$1,200
HARTFORD STAGE
50 CHURCH ST	HARTFORD	CT	061031201	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$1,200
HARTFORD PUBLIC LIBARY
PO BOX 271561	WEST HARTFORD	CT	061271561	NONE	PUBLIC CHARITY	CT EXPLORED SUBSCRIPTIONS	$100
HARTFORD SYMPHONY ORCHESTRA
99 PRATT STREET SUITE 500	HARTFORD	CT	061031629	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$500
HARTFORD CAMP COURANT
285 BROAD ST	HARTFORD	CT	061153785	NONE	PUBLIC CHARITY	CAMP COURANT'S BUDDY BASH	$500
HEALING THE CHILDREN NORTHEAST INC
PO BOX 129	NEW MILFORD	CT	067760129	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$250
HEBREW HEALTH CARE
1 ABRAHMS BLVD	WEST HARTFORD	CT	061171508	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$500
HOPE WORKS
90 NORTH MAIN ST	WEST HARTFORD	CT	061071924	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$5,000
HOUSE OF BREAD
1453 MAIN ST	HARTFORD	CT	061202726	NONE	PUBLIC CHARITY	EXPANSION PROJECT FOR THE KITCHEN	$16,667
JEWISH FAMILY SERVICES
333 BLOOMFIELD AVESUITE A	WEST HARTFORD	CT	061171500	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$1,500
JEWISH FEDERATION OF GREATER HARTFORD
333 BLOOMFIELD AVE SUITE C	WEST HARTFORD	CT	061171500	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$14,500
JFACT FUND INC
40 WOODLAND ST	HARTFORD	CT	060322327	NONE	PUBLIC CHARITY	"FAITH&DESTINY"	$1,200
JIMMY FUND
10 BROOKLINE PLACE WEST	BROOKLINE	MA	024457226	NONE	PUBLIC CHARITY	2010 WTIC RED SOX-YANKEES	$5,000
KATHARINE HEPBURN CULTURAL ARTS CENTER & THEATRE
302 MAIN ST	OLD SAYBROOK	CT	064752395	NONE	PUBLIC CHARITY	SPONSOR OF GRAND OPENING	$5,000
SUSAN KOMEN FOR THE CURE
350 CHURCH ST	HARTFORD	CT	061031136	NONE	PUBLIC CHARITY	2010 KOMEN CT RACE FOR THE CURE	$5,000
LITERACY VOLUNTEERS OF GRHTFD
30 ARBOR ST	HARTFORD	CT	061061200	none	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$500
MAYOR'S CHARITY BALL
PO BOX 272788	WEST HARTFORD	CT	061070788	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$2,500
MY SISTER'S PLACE
30 ARBOR ST	HARTFORD	CT	061061215	NONE	PUBLIC CHARITY	uNRESTRICTED PURPOSE	$10,000
NATIONAL CONFERENCE FOR COMMUNITY & JUSTICE
1095 DAY HILL RD	WINDSOR	CT	060951782	NONE	PUBLIC CHARITY	ANNUAL HUMAN RELATIONS AWARD BANQUET	$1,667
NATIONAL KIDNEY FOUNDATION
2139 SILAS DEANE HIGHWAY	ROCKY HILL	CT	060672336	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$1,500
NATIONAL MULTIPLE SCLEROSIS SOCIETY
659 TOWER AVE	HARTFORD	CT	061121259	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$1,500
NEW BRITAIN MUSEUM OF AMERICAN ART
56 LEXINGTON ST	NEW BRITAIN	CT	060521412	NONE	PUBLIC CHARITY	ART PARTY OF THE YEAR	$1,667
NEW BRITAIN MUSEUM OF AMERICAN ART
56 LEXINGTON ST	NEW BRITAIN	CT	060521412	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$2,500
OLD SAYBROOK HISTORICAL SOCIETY
350 MAIN ST	OLD SAYBROOK	CT	064752319	NONE	PUBLIC CHARITY	"A STEP BACK IN TIME"	$1,000
OPERATION FUEL
ONE REGENCY DRIVE	BLOOMFIELD	CT	060022310	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$1,000
PAN MASSACHUSETTS CHALLENGE
77 4TH AVE	NEEDHAM	MA	024942704	NONE	PUBLIC CHARITY	DANA-FARBER CANCER INSTITUTE	$6,800
PROJECT CUDDLE
2973 HARBOR BLVD 326	COSTA MESA	CA	926263989	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$500
RABBI EMERITUS DISCRETIONARY FUND
15 LEWIS ST	HARTFORD	CT	061032502	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$1,000
RIVERFRONT RECAPTURE
50 COLUMBUS BLVD	HARTFORD	CT	061061984	NONE	PUBLIC CHARITY	FRIENDS OF THE RIVER CAMPAIGN	$1,000
RON FOLEY PANCREATIC CANCER FOUNDATION
125 STONER DR	WEST HARTFORD	CT	061071307	NONE	PUBLIC CHARITY	2ND ANNUAL RON'S RUN FOR THE ROSES	$1,000
SHELTER FOR WOMEN
20-28 SARGEANT ST	HARTFORD	CT	061051400	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$1,000
SMILE TRAIN
41 MADISON AVE	NEW YORK	NY	100102202	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$250
TBCC PLAY FOR A CURE
376 SIMSBURY RD	BLOOMFIELD	CT	060022216	NONE	PUBLIC CHARITY	13TH ANNUAL PLAY FOR A CURE	$2,500
WEST HARTFORD FOOD PANTRY
50 SOUTH MAIN ST	WEST HARTFORD	CT	061072431	NONE	PUBLIC CHARITY	THE TOWN THAT CARES	$1,000
UNITED WAY
30 LAUREL STREET	HARTFORD	CT	061061374	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$10,000
UNIVERSITY OF CT
2390 ALUMNI DRIVE	STORRS	CT	062693206	NONE	PUBLIC CHARITY	LAWRENCE G RAISZ FUND FOR MUSCULOSKELETAL RESEARCH AND EDUCATION	$1,500
URBAN OAKS HRA
180 CLINTON ST	NEW BRITAIN	CT	060533512	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$1,000
WEST HARTFORD ART LEAGUE INC
37 BUENA VISTA ROAD	WEST HARTFORD	CT	061073203	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$500
WEST HARTFORD LITTLE LEAGUE
PO BOX 271377	WEST HARTFORD	CT	061271377	NONE	PUBLIC CHARITY	LET'S PLAY BALL-FOR ALL	$1,000
WEST HARTFORD SYMPHONY ORCHESTRA
PO BOX 370036	WEST HARTFORD	CT	061370036	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$640
WEST HARTFORD COMMUNITY TELEVISION
50 SOUTH MAIN ST	WEST HARTFORD	CT	061072485	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$1,000
WXEL GARNET SOCIETY
PO BOX 6607	WEST PALM BEACH	FL	334050607	NONE	PUBLIC CHARITY	UNRESTRICTED PURPOSE	$1,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	173306	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	$76,718	ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$280	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$47	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$77,045	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	77045	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	ARNOLD L CHASE	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	C/O CHASE ENTERPRISES GOODWIN SQ 22	AddressLine1
City	HARTFORD	City
State	CT	State
ZIP Code	06103	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	5629	AggregateContributions
Person Contribution Type	X	PersonContributionType

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	0	DisbursementsCharitablePrps

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibility

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CHERYL CHASE & STUART BEAR FAMILY FOUNDATION INC	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	225 ASYLUM ST 29TH FL	AddressLine1
City	HARTFORD	City
State	CT	State
ZIP Code	061031538	ZIPCode

Field	Value	IRS element (for citing)
Grant Date	2010-04-06	GrantDate
Grant	$833	GrantAmount
Grant Purpose	UNIVERSITY OF CONNECTICUT-SECONDARY GRANTEE	GrantPurpose
Amount Expended By Grantee	833	AmountExpendedByGrantee
Dates Of Reports By Grantee	4/06/2010	DatesOfReportsByGrantee
Results Of Verification	COMPLIANCE WITH TERMS OF GRANT VERIFIED	ResultsOfVerification

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Field	Value	IRS element (for citing)
Category Or Item	UNITED ILLUMINATING CO	CategoryOrItem
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMV
Book Value	1062015	BookValue
EOYFMV	1243715	EOYFMV

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	PROFESSIONAL FEES	Category
Amount	$50	Amount
Net Investment Income	45	NetInvestmentIncome
Disbursements Charitable Prps	5	DisbursementsCharitablePrps

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	521490	OriginalAmountOfLoan
Balance Due	521490	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 Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	REFUND RECEIVABLE	Description
BOY Book Value	800	BOYBookValue
EOY Book Value	0	EOYBookValue
EOYFMV	0	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
INVESTMENT RELATED FEES	60	60	0
LITERARY	693	0	693

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Adjusted Net IncomeAdjustedNetIncome
FOREIGN TAX REFUND	6	6	6
SERVICE FEE REFUND	274	274	274

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	FEDERAL TAX	Category
Amount	$2,372	Amount
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

SANDRA AND ARNOLD CHASE FAMILY FOUNDATION: Form 990PF, tax year 2009

Return header ReturnHeader

Filer Filer

Name Name

US Address USAddress

Officer Officer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (76 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Other Investment Income Part VII OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Address US ContributorAddressUS

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibility

Business Name BusinessName

US Address USAddress

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Loans From Officers Schedule LoansFromOfficersSchedule

Loans From Officer LoansFromOfficer

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes

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