ALEXANDER M AND CATHERINE M WRIGHT TR: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ALEXANDER M AND CATHERINE M WRIGHT TR (EIN 04-6974050)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-12
- IRS object ID
- 201531329349102913
- Schema version
- 2014v5.0
- 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 Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T14:51:40-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | AddressLine1Txt |
| Address Line2 | PLAZA | AddressLine2Txt |
| 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 | 2015-05-12 | 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 | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $829,804 | 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 |
| Dividends Rev And Expnss | $22,268 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,268 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,570 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $182,738 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,570 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $71,838 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $71,838 | 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 | $10,800 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,240 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,560 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,260 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,260 | 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 | $12,160 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,600 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,560 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,160 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,600 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,560 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $24,678 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,238 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $61,992 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $200 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $200 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $18,944 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $18,944 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $473,944 | CorporateStockBOYAmt |
| Corporate Stock EOY | $504,914 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $734,065 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $40,806 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $78,561 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $76,595 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $576,742 | TotalAssetsBOYAmt |
| Total Assets EOY | $602,619 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $829,804 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $576,742 | RetainedEarningBOYAmt |
| Retained Earning EOY | $602,619 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $576,742 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $602,619 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $576,742 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $602,619 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $576,742 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $24,678 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,199 | OtherIncreasesAmt |
| Subtotal | $602,619 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $602,619 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 400 SHS BHP BILLITON PLC ADR | P | 2012-01-26 | 2014-04-30 | $25,843 | $27,560 | -$1,717 | -$1,717 |
| 700 SHS BRISTOL MYERS SQUIBB CO | P | 2005-03-24 | 2014-04-30 | $34,929 | $17,685 | $17,244 | $17,244 |
| 133 SHS DUKE ENERGY CORP NEW | P | 2005-04-19 | 2014-04-30 | $9,918 | $6,672 | $3,246 | $3,246 |
| 68 SHS VERIZON COMMUNICATIONS INC | P | 2003-06-23 | 2014-04-30 | $3,173 | $2,503 | $670 | $670 |
| 400 SHS EBAY INC | P | 2013-10-25 | 2014-06-11 | $19,390 | $20,585 | -$1,195 | -$1,195 |
| 10.04 SHS NOW INC | P | 2006-04-26 | 2014-06-12 | $331 | $302 | $29 | $29 |
| 100 SHS CHEVRON CORP | P | 2002-08-07 | 2014-07-10 | $12,995 | $3,608 | $9,387 | $9,387 |
| 150 SHS EXXON MOBIL CORP | P | 1992-11-12 | 2014-07-10 | $15,363 | $5,986 | $9,377 | $9,377 |
| 40.16 SHS NATIONAL OILWELL VARCO INC | P | 2006-04-26 | 2014-07-10 | $3,332 | $2,684 | $648 | $648 |
| 200 SHS REALTY INCOME CORP | P | 2014-04-30 | 2014-07-10 | $8,989 | $8,642 | $347 | $347 |
| 300 SHS VERIZON COMMUNICATIONS INC | P | 2005-04-19 | 2014-04-30 | $14,001 | $9,244 | $4,757 | $4,757 |
| 32 SHS VERIZON COMMUNICATIONS INC | P | 2006-06-21 | 2014-04-30 | $1,493 | $947 | $546 | $546 |
| 33.735 SHS NOW INC | P | 2006-05-26 | 2014-06-12 | $1,114 | $1,014 | $100 | $100 |
| 56.225 SHS NOW INC | P | 2006-10-31 | 2014-06-12 | $1,856 | $1,690 | $166 | $166 |
| 134.94 SHS NATIONAL OILWELL VARCO INC | P | 2006-05-26 | 2014-07-10 | $11,194 | $9,017 | $2,177 | $2,177 |
| 224.9 SHS NATIONAL OILWELL VARCO INC | P | 2006-10-31 | 2014-07-10 | $18,657 | $15,029 | $3,628 | $3,628 |
| CAPITAL GAINS DIVIDENDS | P | $160 | $160 | $160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,570 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $36,440 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $731,863 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049791 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $40,780 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $686,055 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059441 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $36,468 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $677,855 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053799 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $31,300 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $636,667 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049162 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $32,969 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $596,414 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055279 | DistributionYr5Rt |
| Total Distribution | 0.267472 | TotalDistributionRt |
| Average Distribution | 0.053494 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $805,374 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $43,083 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $672 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $43,755 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $42,560 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,345 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,345 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,345 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $345 | 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 |
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 | $764,198 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,441 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $817,639 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $817,639 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,265 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $805,374 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,269 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,269 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,345 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,345 | TotalTaxAmt |
| Distributable Before Adj | $38,924 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $38,924 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $38,924 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,560 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $42,560 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $42,560 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,924 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,671 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $42,560 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,671 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,889 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $4,035 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 |
| CREC FOUNDATION | |||||||
| 111 CHARTER OAK AVENUE | HARTFORD | CT | 06106 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,000 |
| CT NATIONAL GUARD FOUNDATION INC | |||||||
| 360 BROAD STREET | HARTFORD | CT | 061053795 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT | $2,000 |
| FINE ARTS RADIO INC | |||||||
| PO BOX 920 | MONROE | CT | 06468 | 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 |
| 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 THE 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 |
| 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 | $35,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,268 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $49,570 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $71,838 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,838 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4,8 | LineNumberTxt |
| Relationship Statement | INTEREST, DIVIDEND, CAPITAL GAIN, AND OTHER INCOME FROM CASH AND SECURITIES PROVIDED FUNDS OUT OF WHICH CHARITABLE CONRIBUTIONS WERE MADE. | RelationshipStatementTxt |
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 Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1000 SHS INTEL CORP | $22,010 | $36,290 |
| 1000 SHS KAYNE ANDERSON ENERGY TOTAL RETURN | $17,261 | $27,850 |
| 1200 SHS GENERAL ELECTRIC CO. | $35,372 | $30,324 |
| 1500 SHS GUGGENHEIM HI YIELD ETF 2015 | $39,900 | $38,805 |
| 200 SHS LOCKHEED MARTIN CORP | $18,798 | $38,514 |
| 250 SHS THE WALT DISNEY CO | $17,273 | $23,548 |
| 300 SHS JOHNSON & JOHNSON | $14,063 | $31,371 |
| 300 SHS PROCTER & GAMBLE | $15,099 | $27,327 |
| 300 SHS UNITED TECHNOLOGIES CORP. | $14,250 | $34,500 |
| 3500 SHS MERRIMACK PHARMACEUTICALS, INC. | $15,637 | $39,550 |
| 400 SHS ABBOTT LABORATORIES | $6,950 | $18,008 |
| 400 SHS WALGREEN COMPANY | $14,380 | $30,480 |
| 450 SHS KRAFT FOODS GROUP INC | $20,456 | $28,197 |
| 500 SHS WELLS FARGO & CO | $21,420 | $27,410 |
| 600 SHS MERCK & CO. INC | $19,851 | $34,074 |
| 800 SHS MICROSOFT CORP | $23,726 | $37,160 |
| 250 SHS MCDONALDS CORP | $25,293 | $23,425 |
| 200 SHS CHEVRON CORP. | $7,211 | $22,436 |
| 250 SHS EXXON MOBIL CORP | $9,977 | $23,113 |
| 250 SHS SCHLUMBERGER | $29,015 | $21,353 |
| 300 SHS UNION PACIFIC CORP. | $29,936 | $35,739 |
| 280 SHS APPLE INC | $23,696 | $30,906 |
| 50 SHS GOOGLE INC, CL A | $29,078 | $26,533 |
| 400 SHS REALTY INCOME CORP | $17,380 | $19,084 |
| 600 SHS VERIZON COMMUNICATIONS | $16,882 | $28,068 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $18,944 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $18,944 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1000 SHS POWERSHARES SENIOR LOAN PORT | AT COST | $24,840 | $24,030 |
| 150 SHS PIMCO 0-5YR HIGH YIELD CORP BD INDEX | AT COST | $15,966 | $15,125 |
| 750 SHS GUGGENHEIM ENHANCED SHORT DURATION ETF | AT COST | $37,755 | $37,440 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SHIPMAN & GOODWIN LLP | CategoryTxt |
| Legal Fees | $10,800 | LegalFeesAmt |
| Net Investment Income | $3,240 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,560 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE STREET CORP., FEES | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF PRINCIPAL ADJUSTMENTS | Desc |
| Amt | $1,199 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| US TREASURY, BALANCE DUE FOR 2013 | $260 | $260 | $0 |
| US TREASURY, ESTIMATED TAXES FOR 2014 | $1,000 | $1,000 | $0 |