2023-05-05T08:45:04-05:00 2022-12-31 060640174 SHIPMAN & GOODWIN LLP ONE CONSTITUTION PLAZA HARTFORD CT 061031919 990PF 2022-01-01 046974050 ALEXANDER M & CATHERINE M WRIGHT CHARITABLE FOUNDATION WRIG 8602515000 SHIPMAN GOODWIN 1 CONSTITUTION P HARTFORD CT 061031919 JAMES T BETTS TRUSTEE 8602515000 2023-05-05 1 JAMES BETTS 999009999 0 BRYON W HARMON P00237150 8602515000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 894728 X X 219 219 21988 21988 28873 55635 28873 105 105 51185 51185 0 0 0 14518 4355 10163 824 824 0 100 100 0 15442 5279 10163 44000 44000 59442 5279 54163 -8257 45906 200 200 200 59006 57562 57562 0 19676 19216 439702 412939 677069 147267 147267 140681 646175 637644 894728 0 0 X 0 0 0 0 646175 637644 646175 637644 646175 637644 646175 -8257 0 637918 274 637644 PUBLICLY TRADED SECURITIES 47399 26762 20637 20637 CAPITAL GAINS DIVIDENDS P 8236 8236 8236 28873 638 0 638 0 638 615 0 0 0 615 0 23 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A JT BETTS SHIPMAN GOODWIN LLP 8602515000 ONE CONSTITUTION PLAZA HARTFORD CT 061031919 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES T BETTS SHIPMAN GOODWIN1 CONSTITUTION PLZ HARTFORD CT 061031919 TRUSTEE 0.40 0 0 0 NONE 0 NONE 0 0 908916 78019 0 986935 0 0 986935 14804 972131 48607 48607 638 638 47969 0 47969 0 47969 54163 0 54163 47969 0 0 2983 1345 1158 6685 2023 14194 54163 0 0 0 47969 6194 0 0 20388 0 0 0 0 0 0 2983 17405 1345 1158 6685 2023 6194 JAMES T BETTS TRUSTEE CO SHIPMAN GO ONE CONSTITUTION PLAZA HARTFORD CT 061031919 8602515000 BY WRITTEN REQUEST APPLICATIONS CONSIDERED ON A ROLLING BASIS IN THE ORDER RECEIVED ONLY ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF IRS CODE AND QUALIFYING AS PUBLIC CHARITIES UNDER SEC. 509(A) ARE ELIGIBLE FOR GRANTS. CHARTER OAK CHAPTER AMERICAN RED CROSS 209 FARMINGTON AVENUE FARMINGTON CT 06105 NONE PUBLIC CHARITY UNRESTRICTED GIFT 1000 CT NATIONAL GUARD FOUNDATION INC 360 BROAD STREET HARTFORD CT 061053795 NONE PUBLIC CHARITY UNRESTRICTED GIFT 1000 FOUNDATION FOR WEST HARTFORD PUBLIC SCHOOLS 50 SOUTH MAIN STREET WEST HARTFORD CT 06107 NONE PUBLIC CHARITY UNRESTRICTED GIFT 1000 GREATER HARTFORD ARTS COUNCIL 45 PRATT STREET HARTFORD CT 06103 NONE PUBLIC CHARITY UNRESTRICTED GIFT 3000 HARTFORD FOUNDATION FOR PUBLIC GIVING 10 COLUMBUS BLVD 8TH FLOOR HARTFORD CT 06106 NONE PUBLIC CHARITY UNRESTRICTED GIFT 1000 HARTFORD HOSPITAL 80 SEYMOUR STREET HARTFORD CT 06102 NONE PUBLIC CHARITY UNRESTRICTED GIFT 3000 HARTFORD STAGE 50 CHURCH STREET HARTFORD CT 06103 NONE PUBLIC CHARITY UNRESTRICTED GIFT 1000 MT HOLYOKE COLLEGE 50 COLLEGE STREET SOUTH HADLEY MA 01075 NONE PUBLIC CHARITY UNRESTRICTED GIFT 11000 THE HARTFORD SYMPHONY 166 CAPITOL AVE HARTFORD CT 06106 NONE PUBLIC CHARITY UNRESTRICTED GIFT 10000 THE SALVATION ARMY 855 ASYLUM AVE HARTFORD CT 06105 NONE PUBLIC CHARITY UNRESTRICTED GIFT 2000 UNITED WAY OF GREATER HARTFORD 30 LAUREL STREET HARTFORD CT 06106 NONE PUBLIC CHARITY UNRESTRICTED GIFT 4000 WADSWORTH ATHENEUM MUSEUM OF ART 600 MAIN STREET HARTFORD CT 06103 NONE PUBLIC CHARITY UNRESTRICTED GIFT 2000 WMNR FINE ARTS RADIO 731 MAIN STREET MONROE CT 06468 NONE PUBLIC CHARITY UNRESTRICTED GIFT 1000 YMCA OF GREATER HARTFORD 50 STATE HOUSE SQUARE HARTFORD CT 06103 NONE PUBLIC CHARITY UNRESTRICTED GIFT 3000 44000 0 14 219 14 21988 01 105 18 28873 0 51185 0 51185 3,4 INTEREST, DIVIDENDS, CAPITAL GAIN, AND OTHER INCOME FROM CASH AND 7,8 SECURITIES PROVIDED FUNDS OUT OF WHICH CHARITABLE CONRIBUTIONS WERE MADE. 0 0 0 0 0 0 0 0 0 0 1,050 SHS INVESCO ULTRA SHORT DURATION ETF 52905 51933 250 SHS PIMCO ENHANCED SHORT MAT ACTIVE ETF 25420 24662 600 SHS VANGUARD S-T CORP BD ETF 48942 45114 809.717 SHS GUGGENHEIM LTD DURATION INSTL 20000 18972 1,000 SHS STAR BULK CARRIERS CORP 19870 19230 10,416.622 SHS DFA US CORE EQUITY 1 PORTFOLIO 204741 310311 100 SHS IBM 12096 14089 220 SHS AMAZON.COM INC 8453 18480 150 SHS VISA INC CL A 10839 31164 140 SHS MICROSOFT CORP 4152 33575 360 SHS ALPHABET INC A 10468 31763 180 SHS DISNEY (THE WALT) CO 12437 15638 200 SHS AGNICO-EAGLE MINES LTD 11984 10398 219.234 SHS DFA US SMALL CAP VALUE PORTFOLIO 7721 8614 250 SHS APPLE INC 5289 32482 300 SHS ALTRIA GROUP INC 14934 13713 350 SHS VERIZON COMMUNICATIONS INC 15610 13790 4,029.009 SHS DFA INTL CORE EQUITY PORTFOLIO 50000 54432 50 SHS LOCKHEED MARTIN CORP 4700 24325 85 SHS UNITEDHEALTH GROUP INC 19645 45065 19676 19216 0 0 SHIPMAN & GOODWIN LLP 14518 4355 10163 ADJUSTMENT FOR TIMING DIFFERENCES 274 ACCOUNT MAINTENANCE FEE 100 100 0 US TREASURY, 2021 TAX REFUND 105 105 105 US TREASURY, ESTIMATED TAXES FOR 2022 615 615 0 FOREIGN TAX PAID 209 209 0