2021-10-08T09:53:25-04:00 2021-05-31 990PF 2020-06-01 016207698 CASABELLA FAM TR % JAMES F COURTNEY CASA 4134786776 248 PINEHURST DR E LONGMEADOW MA 010283063 JAMES F COURTNEY CO-TRUSTEE 2021-10-08 2020 2022-09-23 18:48:47Z X 507682 X 0 X 0 0 0 9545 9545 0 0 0 0 0 20131 102903 20131 0 0 0 0 0 0 0 0 29676 29676 0 1000 0 0 1000 0 0 0 0 0 0 0 0 0 0 0 0 4050 0 0 4050 0 0 0 0 0 0 0 0 66 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7474 7126 0 348 12590 7126 0 5398 7500 7500 20090 7126 0 12898 9586 22550 0 28223 30849 30849 0 0 0 0 53407 55932 57754 199622 211626 374258 50495 43630 44821 0 0 0 0 0 0 331747 342037 507682 0 0 0 0 0 0 0 0 0 0 0 0 0 X 331747 342037 331747 342037 331747 342037 331747 9586 704 342037 0 342037 Public Traded Securities 102903 82772 20131 20131 20131 313 313 313 0 0 0 313 313 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 P O BOX 396 CUMMAQUID MA 02637 CO-TRUSTEE 1.00 0 0 0 JOHN M PIANE 1610 TREEHOUSE CIRCLE SARASOTA FL 34231 CO-TRUSTEE 1.00 0 0 0 JAMES F COURTNEY 248 PINEHURST DRIVE EAST LONGMEADOW MA 01028 CO-TRUSTEE 1.00 0 0 0 JACQUELINE M REARDON P O BOX 778 WINDSOR CT 06095 CO-TRUSTEE 1.00 1000 0 0 NONE NONE N A N A 0 449355 27559 0 476914 0 0 476914 7154 469760 23488 23488 313 0 313 23175 0 23175 0 23175 12898 0 0 0 0 12898 0 12898 23175 12117 0 0 0 0 0 0 0 12898 0 0 0 781 0 0 0 0 0 0 0 12117 22394 0 0 0 0 0 0 0 0 NONE NONE CAROL NORMOYLE SCHOOL COUNSELOR WINDSOR CT 06095 CNORMOYLE@WINDSORCT.ORG THE FORM TO BE COMPLETED IS 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 OF ACCEPTANCE FROM THE TARGET SCHOOL TWO LETTERS OF RECOMMENDATION AND A PORTFOLIO THAT DEMONSTRATES ACADEMIC TECHNICAL COMMUNITY AND OR COMMUNITY ACHIEVEMENTS. 04 30 2021 EACH SCHOLARSHIP AWARD IS LIMITED TO $3,000 AND RESTRICTED TO GRADUATING WINDSOR HIGH SCHOOL SENIORS THAT HAVE BEEN ACCEPTED TO A TWO OR FOUR YEAR COLLEGE UNIVERSITY OR ACCREDITED OR TECHNICAL SCHOOL. THYE AWARD WILL BE PAID DIRECT TO THE INSTITUTION. ARIA T BETHEA 31 ROOD AVE WINDSOR CT 06095 No Relationship I COLLEGE SCHOLARSHIP 3000 CHRISTOPHER ORTIZ 9 PINE DR WINDSOR CT 06095 No Relationship I COLLEGE SCHOLARSHIP 1500 EVA M RODRIGUEZ 71 SEYMOUR ST WINDSOR CT 06095 No Relationship I COLLEGE SCHOLARSHIP 3000 7500 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 9545 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 20131 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 9545 20131 29676 8 SECURITIES PURCHASED AND SOLD TO PROVIDE DIVIDENDS AND 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 PREPARATION OF PROBATE ACCOUNT 2300 0 0 2300 INVESTMENTS- CORPORATE BONDS 43630 44821 INVESTMENTS- CORPORATE STOCK 211626 374258 53407 57754 55932 57754 INVESTMENT ACCOUNT FEES 7126 7126 0 0 PROBATE FEE 199 0 0 199 MISCELLANEOUS EXPENSE 149 0 0 149 COST BASIS ADJUSTMENTS 704 EXCISE TAX 66 0 0 0