ALEXANDER M AND CATHERINE M WRIGHT TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ALEXANDER M AND CATHERINE M WRIGHT TR (EIN 04-6974050)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-04
- IRS object ID
- 202021259349101932
- Schema version
- 2019v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-04T13:34:30-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060640174 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIPMAN & GOODWIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CONSTITUTION PLAZA | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 061031919 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046974050 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER M & CATHERINE M WRIGHT | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WRIG | BusinessNameControlTxt |
| Phone | 8602515000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SHIPMAN GOODWIN 1 CONSTITUTION P | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 061031919 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES T BETTS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8602515000 | PhoneNum |
| Signature | 2020-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRYON W HARMON | PreparerPersonNm |
| PTIN | P00237150 | PTIN |
| Phone | 8602515000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $891,168 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $488 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $488 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,252 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,252 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,873 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $160,929 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,873 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,304 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,304 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $70,917 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,917 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,257 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,077 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,180 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,170 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,170 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $100 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,527 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,347 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,180 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,527 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,347 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,180 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,390 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $66,570 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $200 | CashBOYAmt |
| Cash EOY | $200 | CashEOYAmt |
| Cash EOYFMV | $200 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $72,525 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $93,031 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $93,031 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $29,734 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $444,205 | CorporateStockBOYAmt |
| Corporate Stock EOY | $438,954 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $675,807 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $82,451 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $122,245 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $122,130 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $629,115 | TotalAssetsBOYAmt |
| Total Assets EOY | $654,430 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $891,168 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $629,115 | RetainedEarningBOYAmt |
| Retained Earning EOY | $654,430 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $629,115 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $654,430 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $629,115 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $654,430 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $629,115 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,390 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $654,505 | SubtotalAmt |
| Other Decreases | $75 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $654,430 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $23,188 | $15,579 | $7,609 | $7,609 | |
| PUBLICLY TRADED SECURITIES | $127,322 | $90,102 | $37,220 | $37,220 | |
| PUBLICLY TRADED SECURITIES | $5,484 | $2,375 | $3,109 | $3,109 | |
| CAPITAL GAINS DIVIDENDS | $4,935 | $4,935 | $4,935 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,873 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $41,820 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $823,359 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050792 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $41,062 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $767,564 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053497 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $41,033 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $727,860 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056375 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $40,980 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $798,338 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051332 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $42,560 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $805,374 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052845 | DistributionYr5Rt |
| Total Distribution | 0.264841 | TotalDistributionRt |
| Average Distribution | 0.052968 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $827,060 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $43,808 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $666 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $44,474 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $41,180 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,331 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,331 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,331 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $700 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $700 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $631 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JT BETTS SHIPMAN GOODWIN LLP | IndividualWithBooksNm |
| Phone | 8602515000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CONSTITUTION PLAZA | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 061031919 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES T BETTS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SHIPMAN GOODWIN1 CONSTITUTION PLZ | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 061031919 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.40 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $760,002 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,653 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $839,655 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $839,655 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,595 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $827,060 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,353 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,353 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,331 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,331 | TotalTaxAmt |
| Distributable Before Adj | $40,022 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $40,022 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $40,022 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,180 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $41,180 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $41,180 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,022 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $4,575 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,983 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,345 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,903 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $41,180 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,022 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,158 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,061 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,061 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $4,575 | ExcessFromYear3Amt |
| Excess From Year2 | $2,983 | ExcessFromYear2Amt |
| Excess From Year1 | $1,345 | ExcessFromYear1Amt |
| Excess From Current Year | $1,158 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES T BETTS TRUSTEE CO SHIPMAN GO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CONSTITUTION PLAZA | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 061031919 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8602515000 | RecipientPhoneNum |
| Form And Info And Materials | BY WRITTEN REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS CONSIDERED ON A ROLLING BASIS IN THE ORDER RECEIVED | SubmissionDeadlinesTxt |
| Restrictions On Awards | ONLY ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF IRS CODE AND QUALIFYING AS PUBLIC CHARITIES UNDER SEC. 509(A) ARE ELIGIBLE FOR GRANTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHARTER OAK CHAPTER AMERICAN RED CROSS | |||||||
| 209 FARMINGTON AVENUE | FARMINGTON | CT | 06105 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,000 |
| CT NATIONAL GUARD FOUNDATION INC | |||||||
| 360 BROAD STREET | HARTFORD | CT | 061053795 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,000 |
| FOUNDATION FOR WEST HARTFORD PUBLIC SCHOOLS | |||||||
| 50 SOUTH MAIN STREET | WEST HARTFORD | CT | 06107 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,000 |
| GREATER HARTFORD ARTS COUNCIL | |||||||
| 45 PRATT STREET | HARTFORD | CT | 06103 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT | $2,000 |
| HARTFORD FOUNDATION FOR PUBLIC GIVING | |||||||
| 10 COLUMBUS BLVD 8TH FLOOR | HARTFORD | CT | 06106 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,000 |
| HARTFORD HOSPITAL | |||||||
| 80 SEYMOUR STREET | HARTFORD | CT | 06102 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT | $2,000 |
| HARTFORD STAGE | |||||||
| 50 CHURCH STREET | HARTFORD | CT | 06103 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,000 |
| MT HOLYOKE COLLEGE | |||||||
| 50 COLLEGE STREET | SOUTH HADLEY | MA | 01075 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT | $8,000 |
| THE HARTFORD SYMPHONY | |||||||
| 99 PRATT STREET | HARTFORD | CT | 06103 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT | $8,000 |
| THE SALVATION ARMY | |||||||
| 333 HOMESTEAD AVE | HARTFORD | CT | 06105 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT | $2,000 |
| UNITED WAY OF GREATER HARTFORD | |||||||
| 30 LAUREL STREET | HARTFORD | CT | 06106 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT | $2,000 |
| WADSWORTH ATHENEUM | |||||||
| 600 MAIN STREET | HARTFORD | CT | 06103 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT | $2,000 |
| WMNR FINE ARTS RADIO | |||||||
| 731 MAIN STREET | MONROE | CT | 06468 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,000 |
| YMCA OF GREATER HARTFORD | |||||||
| 241 TRUMBULL STREET | HARTFORD | CT | 06103 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $488 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,252 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,304 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $52,873 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $70,917 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70,917 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3,4 | INTEREST, DIVIDENDS, CAPITAL GAIN, AND OTHER INCOME FROM CASH AND |
| 7,8 | SECURITIES PROVIDED FUNDS OUT OF WHICH CHARITABLE CONRIBUTIONS WERE MADE. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 809.717 SHS GUGGENHEIM LTD DURATION INSTL | $20,000 | $19,903 |
| 1,000 SHS INVESCO BULLETSHARES 2020 HY CORP BD ETF | $23,920 | $23,930 |
| 1,050 SHS INVESCO ULTRA SHORT DURATION ETF | $52,905 | $52,899 |
| 250 SHS PIMCO ENHANCED SHORT MAT ACTIVE ETF | $25,420 | $25,398 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10,839.515 SHS DFA US CORE EQUITY 1 PORTFOLIO | $215,000 | $281,069 |
| 13 SHS AMAZON.COM INC | $9,990 | $24,022 |
| 200 SHS CHEVRON CORP | $11,321 | $24,102 |
| 4,029.009 SHS DFA INTL CORE EQUITY PORTFOLIO | $50,000 | $55,641 |
| 50 SHS LOCKHEED MARTIN CORP | $4,700 | $19,469 |
| 709.824 SHS DFA US SMALL CAP VALUE PORTFOLIO | $25,000 | $24,446 |
| 23 SHS ALPHABET INC A | $13,376 | $30,806 |
| 200 SHS DISNEY (THE WALT) CO | $13,819 | $28,926 |
| 350 SHS VERIZON COMMUNICATIONS INC | $15,610 | $21,490 |
| 300 SHS ALTRIA GROUP INC | $14,934 | $14,973 |
| 150 SHS VISA INC CL A | $10,839 | $28,185 |
| 100 SHS UNITEDHEALTH GROUP INC | $23,112 | $29,398 |
| 500 SHS ENPHASE ENERGY INC | $10,327 | $13,065 |
| 150 SHS UNITED TECHNOLOGIES CORP | $7,125 | $22,464 |
| 100 SHS APPLE INC | $8,463 | $29,365 |
| 180 SHS MICROSOFT CORP | $5,338 | $28,386 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SHIPMAN & GOODWIN LLP | CategoryTxt |
| Legal Fees | $10,257 | LegalFeesAmt |
| Net Investment Income | $3,077 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,180 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR TIMING DIFFERENCES | Desc |
| Amt | $75 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNT MAINTENANCE FEE | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION CLASS ACTION PROCEEDS | Desc |
| Revenue And Expenses Per Books | $1,304 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,304 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,304 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| US TREASURY, BALANCE OF TAX DUE FOR 2018 | $363 | $363 | $0 |
| US TREASURY, ESTIMATED TAXES FOR 2019 | $700 | $700 | $0 |
| FOREIGN TAX PAID | $107 | $107 | $0 |