2020-05-04T13:34:30-05:00 2019-12-31 060640174 SHIPMAN & GOODWIN LLP ONE CONSTITUTION PLAZA HARTFORD CT 061031919 990PF 2019-01-01 046974050 ALEXANDER M & CATHERINE M WRIGHT CHARITABLE FOUNDATION WRIG 8602515000 SHIPMAN GOODWIN 1 CONSTITUTION P HARTFORD CT 061031919 JAMES T BETTS TRUSTEE 8602515000 2020-05-04 1 BRYON W HARMON P00237150 8602515000 2019 2022-09-23 18:48:47Z X 891168 X X 488 488 16252 16252 52873 160929 52873 1304 1304 70917 70917 0 0 0 10257 3077 7180 1170 1170 0 100 100 0 11527 4347 7180 34000 34000 45527 4347 41180 25390 66570 200 200 200 72525 93031 93031 29734 0 0 444205 438954 675807 82451 122245 122130 629115 654430 891168 0 0 X 0 0 0 0 629115 654430 629115 654430 629115 654430 629115 25390 0 654505 75 654430 PUBLICLY TRADED SECURITIES 23188 15579 7609 7609 PUBLICLY TRADED SECURITIES 127322 90102 37220 37220 PUBLICLY TRADED SECURITIES 5484 2375 3109 3109 CAPITAL GAINS DIVIDENDS P 4935 4935 4935 52873 0 41820 823359 0.050792 41062 767564 0.053497 41033 727860 0.056375 40980 798338 0.051332 42560 805374 0.052845 0.264841 0.052968 827060 43808 666 44474 41180 1331 0 1331 0 1331 700 0 0 700 0 631 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 760002 79653 0 839655 0 0 839655 12595 827060 41353 41353 1331 1331 40022 0 40022 0 40022 41180 0 41180 0 41180 40022 0 0 4575 2983 1345 8903 41180 0 0 0 40022 1158 0 0 10061 0 0 0 0 0 0 0 10061 4575 2983 1345 1158 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 2000 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 8000 THE HARTFORD SYMPHONY 99 PRATT STREET HARTFORD CT 06103 NONE PUBLIC CHARITY UNRESTRICTED GIFT 8000 THE SALVATION ARMY 333 HOMESTEAD 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 2000 WADSWORTH ATHENEUM 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 241 TRUMBULL STREET HARTFORD CT 06103 NONE PUBLIC CHARITY UNRESTRICTED GIFT 2000 34000 0 14 488 14 16252 01 1304 18 52873 0 70917 0 70917 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 0 809.717 SHS GUGGENHEIM LTD DURATION INSTL 20000 19903 1,000 SHS INVESCO BULLETSHARES 2020 HY CORP BD ETF 23920 23930 1,050 SHS INVESCO ULTRA SHORT DURATION ETF 52905 52899 250 SHS PIMCO ENHANCED SHORT MAT ACTIVE ETF 25420 25398 10,839.515 SHS DFA US CORE EQUITY 1 PORTFOLIO 215000 281069 13 SHS AMAZON.COM INC 9990 24022 200 SHS CHEVRON CORP 11321 24102 4,029.009 SHS DFA INTL CORE EQUITY PORTFOLIO 50000 55641 50 SHS LOCKHEED MARTIN CORP 4700 19469 709.824 SHS DFA US SMALL CAP VALUE PORTFOLIO 25000 24446 23 SHS ALPHABET INC A 13376 30806 200 SHS DISNEY (THE WALT) CO 13819 28926 350 SHS VERIZON COMMUNICATIONS INC 15610 21490 300 SHS ALTRIA GROUP INC 14934 14973 150 SHS VISA INC CL A 10839 28185 100 SHS UNITEDHEALTH GROUP INC 23112 29398 500 SHS ENPHASE ENERGY INC 10327 13065 150 SHS UNITED TECHNOLOGIES CORP 7125 22464 100 SHS APPLE INC 8463 29365 180 SHS MICROSOFT CORP 5338 28386 SHIPMAN & GOODWIN LLP 10257 3077 7180 ADJUSTMENT FOR TIMING DIFFERENCES 75 ACCOUNT MAINTENANCE FEE 100 100 0 LITIGATION CLASS ACTION PROCEEDS 1304 1304 1304 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