2021-04-30T15:22:49-05:00 2020-12-31 060640174 SHIPMAN & GOODWIN LLP ONE CONSTITUTION PLAZA HARTFORD CT 061031919 990PF 2020-01-01 046974050 ALEXANDER M & CATHERINE M WRIGHT CHARITABLE FOUNDATION WRIG 8602515000 SHIPMAN GOODWIN 1 CONSTITUTION P HARTFORD CT 061031919 JAMES T BETTS TRUSTEE 8602515000 2021-04-30 1 JAMES BETTS 999009999 BRYON W HARMON P00237150 8602515000 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 977797 X X 13856 13856 42373 99650 42373 56229 56229 0 0 0 12254 3676 8578 2107 2107 0 100 100 0 14461 5883 8578 41000 41000 55461 5883 49578 768 50346 200 200 200 93031 48893 48893 438954 458951 779414 122245 147267 149290 654430 655311 977797 0 0 X 0 0 0 0 654430 655311 654430 655311 654430 655311 654430 768 113 655311 0 655311 PUBLICLY TRADED SECURITIES 20266 10327 9939 9939 PUBLICLY TRADED SECURITIES 43012 34417 8595 8595 PUBLICLY TRADED SECURITIES 36320 12533 23787 23787 CAPITAL GAINS DIVIDENDS P 52 52 52 42373 700 0 700 0 700 1360 0 0 0 1360 0 660 660 0 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 820020 65120 0 885140 0 0 885140 13277 871863 43593 43593 700 700 42893 0 42893 0 42893 49578 0 49578 0 49578 42893 0 0 4575 2983 1345 1158 10061 49578 0 0 0 42893 6685 0 0 16746 0 0 0 0 0 0 0 16746 4575 2983 1345 1158 6685 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 2000 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 10000 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 3000 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 41000 0 14 13856 18 42373 0 56229 0 56229 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 53109 250 SHS PIMCO ENHANCED SHORT MAT ACTIVE ETF 25420 25510 809.717 SHS GUGGENHEIM LTD DURATION INSTL 20000 20721 600 SHS VANGUARD S-T CORP BD ETF 48942 49950 10,839.515 SHS DFA US CORE EQUITY 1 PORTFOLIO 215000 321717 320 SHS APPLE INC 6770 42461 100 SHS UNITEDHEALTH GROUP INC 23112 35068 13 SHS AMAZON.COM INC 9990 42340 150 SHS VISA INC CL A 10839 32809 180 SHS MICROSOFT CORP 5338 40036 200 SHS DISNEY (THE WALT) CO 13819 36236 18 SHS ALPHABET INC A 10468 31548 300 SHS ALTRIA GROUP INC 14934 12300 350 SHS VERIZON COMMUNICATIONS INC 15610 20562 4,029.009 SHS DFA INTL CORE EQUITY PORTFOLIO 50000 58703 50 SHS LOCKHEED MARTIN CORP 4700 17749 709.824 SHS DFA US SMALL CAP VALUE PORTFOLIO 25000 24439 150 SHS STRYKER CORP 28688 36756 100 SHS IBM 12699 12588 200 SHS AGNICO-EAGLE MINES LTD 11984 14102 SHIPMAN & GOODWIN LLP 12254 3676 8578 ACCOUNT MAINTENANCE FEE 100 100 0 ADJUSTMENT FOR TIMING DIFFERENCES 113 US TREASURY, BALANCE OF TAX DUE FOR 2019 631 631 0 US TREASURY, ESTIMATED TAXES FOR 2020 1360 1360 0 FOREIGN TAX PAID 116 116 0