2022-10-10T05:46:24-04:00 2022-05-31 990PF 2021-06-01 016207698 CASABELLA FAM TR % JAMES F COURTNEY CASA 4134786776 248 PINEHURST DR E LONGMEADOW MA 010283063 JAMES F COURTNEY CO-TRUSTEE 2022-10-10 2021 2022-09-23 18:48:47Z X 483956 X 0 X 8968 8968 0 0 0 0 0 0 0 0 29821 97335 29821 0 0 0 0 0 0 0 0 38789 38789 0 2100 0 0 2100 0 0 0 0 0 0 0 0 0 0 0 0 1750 0 0 1750 0 0 0 0 0 0 0 0 313 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8380 7759 0 621 12543 7759 0 4471 18000 18000 30543 7759 0 22471 8246 31030 0 30849 31485 31485 0 0 0 0 55932 63897 61575 211626 215410 353554 43630 39491 37342 0 0 0 0 0 0 342037 350283 483956 0 0 0 0 0 0 0 0 0 0 0 0 0 X 342037 350283 342037 350283 342037 350283 342037 8246 350283 350283 Publicly traded securities P 97335 67514 29821 29821 29821 431 431 431 0 0 0 431 431 0 false false false 0 0 0 false false false false true true true false false false false true NONE JAMES F COURTNEY 4134786776 248 PINEHURST DR E LONGMEADOW MA 010283063 false false false false false false false false false false false false false false false false false false false false MARSHA ALIBRANDI 4093 MAIN ST PO BOX 396 CUMMAQUID MA 02637 CO-TRUSTEE 1.00 1100 0 0 JOHN M PIANE 1610 TREEHOUSE CIRCLE SARASOTA FL 34231 CO-TRUSTEE 1.00 0 0 0 JAMES F COURTNEY 248 PINEHURST DR EAST LONGMEADOW MA 01028 CO-TRUSTEE 2.00 0 0 0 JACQUELINE M REARDON PO BOX 778 WINDSOR CT 06095 CO-TRUSTEE 1.00 0 0 0 THADDEUS TOKARZ 31 KOPERNICK ST INDIAN ORCHARD MA 01151 CO-TRUSTEE 1.00 1000 0 0 N A N A 0 482655 24119 0 506774 0 0 506774 7602 499172 24959 24959 431 0 431 24528 0 24528 0 24528 22471 0 0 0 0 22471 24528 22394 0 22471 77 0 0 0 0 22394 24451 0 NONE NONE CAROL NORMOYLE 50 SAGE PARK RD WINDSOR CT 06095 8606872020 CNORMOYLE@WINDSORCT.ORG THE FORMS TO BE COMPLETED ARE THE APPLICATION FOR LOCAL SCHOLARSHIP AND THE GENERAL SCHOLARSHIP APPLICATION FOUND IN THE WINDSOR HIGH SCHOOL COUNSELING OFFICE. INCLUDE THE STUDENT ACTIVITY RESUME A COPY OF THE LETTER AF ACCEPTANCE FROM THE TARGET SCHOOL TWO LETTERS OF RECOMMENDATION AND A PORTFOLIO THAT DEMONSTRATES ACADEMIC TECHNICAL AND OR COMMUNITY ACHIEVEMENTS. 04 30 2022 EACH SCHOLARSHIP AWARD IS LIMITED TO $3,000 AND IS RESTRICTED TO GRADUATING WINDSOR HIGH SCHOOL SENIORS THAT HAVE BEEN ACCEPTED TO A TWO OR FOUR-YEAR COLLEGE UNIVERSITY OR AN ACCREDITED TECHNICAL SCHOOL. THE AWARD WILL BE PAID DIRECT TO THE INSTITUTION. AREYONA SMITH-BELGRAVE 80 WINTHROP RD WINDSOR CT 06095 No Relationship I COLLEGE SCHOLARSHIP TO SETON HALL UNIVERSITY 3000 MORGAN SMITH-FINLEY 33 SPRING ST WINDSOR CT 06095 No Relationship I COLLEGE SCHOLARSHIP TO UNIVERSITY OF MAINE 3000 BODEN N GAPKO 46 LOCHVIEW DR WINDSOR CT 06095 No Relationship I COLLEGE SCHOLARSHIP TO CENTRAL CONNECTICUT STATE UNIVERSITY 3000 HAARIS NADEEM 14 LOCHVIEW DR WINDSOR CT 06095 No Relationship I COLLEGE SCHOLARSHIP TO UNIVERSITY OF CONNECTICUT 3000 MARYAM CHOUDHURY 138 COUNTRY CLUB DR WINDSOR CT 06095 No Relationship I COLLEGE SCHOLARSHIP TO SIMMONS COLLEGE 3000 JONATHAN LATTIMER 630 THOREAU CIRCLE WINDSOR CT 06095 No Relationship I COLLEGE SCHOLARSHIP TO WPI 3000 18000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14 8968 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 29821 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8968 29821 38789 8 SECURITIES PURCHASED AND SOLD TO PROVIDE DIVIDENDS INTEREST AND CAPITAL GAINS AND TO KEEP FUNDS INVESTED IN A STABLE PORTFOLIO. INCOME AND GAINS FROM THESE INVESTMENTS ARE USED TO PROVIDE SCHOLARSHIPS TO QUALIFIED INDIVIDUALS. false false false false false false false false false false Preparation of Form 990-PF 1750 0 0 1750 INVESTMENTS- CORPORATE BONDS 39491 37342 INVESTMENTS- CORPORATE STOCK 215410 353554 55932 61575 63897 61575 Investment Advisory Fees 7759 7759 0 0 Probate Fees 200 0 0 200 Software Expense 171 0 0 171 Miscellaneous Expense 250 0 0 250 Excise Tax 313 0 0 0