ALEXANDER M AND CATHERINE M WRIGHT TR: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: ALEXANDER M AND CATHERINE M WRIGHT TR (EIN 04-6974050)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-05-14
IRS object ID: 201321349349100847
Schema version: 2012v2.1
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 Stock Schedule
Legal Fees Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-14T10:27:37-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	060640174	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SHIPMAN & GOODWIN LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	ONE CONSTITUTION PLAZA	AddressLine1
City	HARTFORD	City
State	CT	State
ZIP Code	061031919	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	046974050	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	ALEXANDER M & CATHERINE M WRIGHT	BusinessNameLine1
Business Name Line2	CHARITABLE FOUNDATION	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	WRIG	NameControl
Phone	8602515000	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	SHIPMAN GOODWIN 1 CONSTITUTION	AddressLine1
Address Line2	PLAZA	AddressLine2
City	HARTFORD	City
State	CT	State
ZIP Code	061031919	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JAMES T BETTS	Name
Title	TRUSTEE	Title
Phone	8602515000	Phone
Date Signed	2013-05-14	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	BRYON W HARMON	Name
PTIN	P00237150	PTIN
Phone	8602515000	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	665862	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	20259	DividendsRevAndExpnss
Dividends Net Invst Incm	20259	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	51653	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	244466	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	51653	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	71912	TotalRevenueAndExpenses
Total Net Investment Income	71912	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Legal Fees Rev And Expnss	9240	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	2772	LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps	6468	LegalFeesDsbrsChrtblPrps
Taxes Rev And Expnss	258	TaxesRevAndExpnss
Taxes Net Invst Incm	258	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	100	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	100	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	0	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	9598	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	3130	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	6468	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	35000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	35000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	44598	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	3130	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	41468	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	27314	ExcessOfRevenueOverExpenses
Net Investment Income	68782	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	718	CashBOY
Savings And Temp Cash Invst BOY	85179	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	34070	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	34070	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	450972	InvestmentsCorpStockBOY
Investments Corp Stock EOY	530113	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	631792	InvestmentsCorpStockEOYFMV
Total Assets BOY	536869	TotalAssetsBOY
Total Assets EOY	564183	TotalAssetsEOY
Total Assets EOYFMV	665862	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	0	CapitalStockBOY
Capital Stock EOY	0	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	536869	RetainedEarningsBOY
Retained Earnings EOY	564183	RetainedEarningsEOY
Total Net Assets BOY	536869	TotalNetAssetsBOY
Total Net Assets EOY	564183	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	536869	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	564183	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	536869	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	27314	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	564183	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	564183	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (29 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
200 SHS ISHARES TR GS INVESTOP CORP BD	P	2012-01-26	2012-10-26	24493	23148	1345	1345
200 SHS BRISTOL MYERS SQUIBB CO COM	P	2005-03-24	2012-01-26	6523	5053	1470	1470
150 SHS CHEVRONTEXACO CORP	P	2002-08-07	2012-01-26	16144	5412	10732	10732
194 SHS CHUBB CORP	P	1998-08-17	2012-01-26	13551	6699	6852	6852
200 SHS EXXON MOBIL CORPORATION	P	1992-11-12	2012-01-26	17468	7981	9487	9487
31.685 SHS FRONTIER COMMUNICATIONS	P	2002-08-07	2012-01-26	147	226	-79	-79
48.008 SHS FRONTIER COMMUNICATIONS	P	2003-06-23	2012-01-26	222	482	-260	-260
72.012 SHS FRONTIER COMMUNICATIONS	P	2005-04-22	2012-01-26	333	605	-272	-272
48.008 SHS FRONTIER COMMUNICATIONS	P	2005-12-19	2012-01-26	222	361	-139	-139
72.012 SHS FRONTIER COMMUNICATIONS	P	2006-06-21	2012-01-26	333	583	-250	-250
88.275 SHS FRONTIER COMMUNICATIONS	P	1986-12-02	2012-01-26	409	1201	-792	-792
100 SHS JOHNSON & JOHNSON	P	2005-12-20	2012-01-26	6576	6117	459	459
100 SHS JOHNSON & JOHNSON	P	2006-06-21	2012-01-26	6576	6168	408	408
500 SHS MEDTRONIC INC COM	P	2002-06-27	2012-01-26	19859	21348	-1489	-1489
100 SHS MEDTRONIC INC COM	P	2006-10-31	2012-01-26	3972	4868	-896	-896
368 SHS VERIZON COMMUNICATIONS INC	P	1986-12-02	2012-01-26	13859	18321	-4462	-4462
132 SHS VERIZON COMMUNICATIONS INC	P	2003-06-23	2012-01-26	4971	4859	112	112
300 SHS ZIMMER HOLDINGS	P	2006-06-21	2012-01-26	18012	19196	-1184	-1184
.3333 SHS DUKE ENERGY CORP. NEW	P	2005-04-19	2012-07-10	22	17	5	5
100 SHS ABBOTT LABORATORIES COM	P	2002-08-07	2012-10-26	6536	3622	2914	2914
50 SHS CHEVRONTEXACO CORPORATION	P	2002-08-07	2012-10-26	5559	1804	3755	3755
100 SHS EXXON MOBIL CORPORATION	P	1992-11-12	2012-10-26	9053	3991	5062	5062
500 SHS GENERAL DYNAMICS CORP COM	P	2003-04-22	2012-10-26	33629	15392	18237	18237
100 SHS JOHNSON & JOHNSON	P	1993-08-25	1923-10-26	7073	4688	2385	2385
100 SHS JOHNSON & JOHNSON	P	2005-12-20	2012-10-26	7073	6117	956	956
500 SHS KAYNE ANDERSON ENERGY	P	2008-07-18	2012-10-26	13595	12242	1353	1353
100 SHS MERCK & CO INC	P	1989-06-14	2012-10-26	4604	7823	-3219	-3219
49 SHS NATL-OILWELL INC COM	P	2006-04-26	2012-10-26	3652	3643	9	9
KAYNE ANDERSON,ACCUM. BASIS ADJUSTMENT FOR ROP	P	2008-07-18	2012-10-26		846	-846	-846

Field	Value	IRS element (for citing)
Capital Gain Net Income	51653	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	36468	QualifyingDistributionsYear1
Noncharitable Assets Year1	677855	NoncharitableAssetsYear1
Distribution Ratio Year1	0.053799	DistributionRatioYear1
Qualifying Distributions Year2	31300	QualifyingDistributionsYear2
Noncharitable Assets Year2	636667	NoncharitableAssetsYear2
Distribution Ratio Year2	0.049162	DistributionRatioYear2
Qualifying Distributions Year3	32969	QualifyingDistributionsYear3
Noncharitable Assets Year3	596414	NoncharitableAssetsYear3
Distribution Ratio Year3	0.055279	DistributionRatioYear3
Qualifying Distributions Year4	45850	QualifyingDistributionsYear4
Noncharitable Assets Year4	788725	NoncharitableAssetsYear4
Distribution Ratio Year4	0.058132	DistributionRatioYear4
Qualifying Distributions Year5	58520	QualifyingDistributionsYear5
Noncharitable Assets Year5	1012978	NoncharitableAssetsYear5
Distribution Ratio Year5	0.057770	DistributionRatioYear5
Total Distribution Ratio	0.274142	TotalDistributionRatio
Average Distribution Ratio	0.054828	AverageDistributionRatio
Net Noncharitable Assets	686055	NetNoncharitableAssets
Adjusted Noncharitable Assets	37615	AdjustedNoncharitableAssets
One Percent Net Investment Income	688	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	38303	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	41468	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	688	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	688	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	688	TaxBasedOnInvestmentIncome
Total Credits And Payments	0	TotalCreditsAndPayments
Tax Due	688	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	CT	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	JT BETTS SHIPMAN GOODWIN LLP	BooksInCareOfPersonName
Books In Care Of Phone Number	8602515000	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	ONE CONSTITUTION PLAZA	AddressLine1
City	HARTFORD	City
State	CT	State
ZIP Code	061031919	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

Field	Value	IRS element (for citing)
Person Name	JAMES T BETTS	PersonName

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	SHIPMAN GOODWIN1 CONSTITUTION PLZ	AddressLine1
City	HARTFORD	City
State	CT	State
ZIP Code	061031919	ZIPCode

Field	Value	IRS element (for citing)
Title	TRUSTEE	Title
Avg Hours Per Wk Devoted To Position	0.40	AvgHoursPerWkDevotedToPosition
Compensation	0	Compensation
Contri To Empl Benefit Plans Etc	0	ContriToEmplBenefitPlansEtc
Expense Account Other Allowances	0	ExpenseAccountOtherAllowances

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	602311	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	94192	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	696503	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	696503	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	10448	CashDeemedCharitable
Net Noncharitable Assets	686055	NetNoncharitableAssets
Minimum Investment Return	34303	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	34303	MinimumInvestmentReturn
Tax Based On Investment Income	688	TaxBasedOnInvestmentIncome
Total Tax	688	TotalTax
Distributable Amount Before Adj	33615	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	33615	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	33615	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	41468	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	41468	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	688	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	40780	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	33615	DistributableAmountAsAdjusted
Undistributed Income Prior Year	16351	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	41468	QualifyingDistributions
Applied To Year1	16351	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	25117	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	0	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	8498	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	0	ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	JAMES T BETTS TRUSTEE CO SHIPMAN GO	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	ONE CONSTITUTION PLAZA	AddressLine1
City	HARTFORD	City
State	CT	State
ZIP Code	061031919	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	8602515000	RecipientPhoneNumber
Form And Info And Materials	BY WRITTEN REQUEST	FormAndInfoAndMaterials
Submission Deadlines	APPLICATIONS CONSIDERED ON A ROLLING BASIS IN THE ORDER RECEIVED	SubmissionDeadlines
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.	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
HARTFORD FOUNDATION FOR PUBLIC GIVING
10 COLUMBUS BLVD 8TH FLOOR	HARTFORD	CT	06106	NONE	PUBLIC CHARITY	UNRESTRICTED GIFT	$1,000
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	$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 ACADEMY OF THE ARTS
15 VERNON STREET	HARTFORD	CT	06106	NONE	PUBLIC CHARITY	UNRESTRICTED GIFT	$5,000
GREATER HARTFORD ARTS COUNCIL
45 PRATT STREET	HARTFORD	CT	06103	NONE	PUBLIC CHARITY	UNRESTRICTED GIFT	$1,500
HARTFORD HOSPITAL
80 SEYMOUR STREET	HARTFORD	CT	06102	NONE	PUBLIC CHARITY	UNRESTRICTED GIFT	$3,000
MT HOLYOKE COLLEGE
50 COLLEGE STREET	SOUTH HADLEY	MA	01075	NONE	PUBLIC CHARITY	UNRESTRICTED GIFT	$5,000
THE HARTFORD SYMPHONY
99 PRATT STREET	HARTFORD	CT	06103	NONE	PUBLIC CHARITY	UNRESTRICTED GIFT	$7,000
THE SALVATION ARMY
333 HOMESTEAD AVE	HARTFORD	CT	06105	NONE	PUBLIC CHARITY	UNRESTRICTED GIFT	$2,000
UNITED WAY OF THE CAPITAL AREA INC
30 LAUREL STREET	HARTFORD	CT	06106	NONE	PUBLIC CHARITY	UNRESTRICTED GIFT	$1,000
WADSWORTH ATHENEUM
600 MAIN STREET	HARTFORD	CT	06103	NONE	PUBLIC CHARITY	UNRESTRICTED GIFT	$1,500
YMCA OF GREATER HARTFORD
241 TRUMBULL STREET	HARTFORD	CT	06103	NONE	PUBLIC CHARITY	UNRESTRICTED GIFT	$3,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	35000	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$20,259	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$51,653	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$71,912	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	71912	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (26 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
GENERAL ELECTRIC CO. - 1,200 SHRS	35372	25188
PROCTER & GAMBLE - 300 SHRS	15099	20367
UNITED TECHNOLOGIES CORP. - 400 SHRS	19000	32804
WALGREEN COMPANY - 400 SHRS	14380	14804
GUGENHEIM HI YIELD ETF 2015 - 1,500 SHRS	39900	39900
ISHARES IBOXX HIGH YIELD BOND - 300 SHRS	27449	28005
DARDEN RESTAURANTW INC - 500 SHRS	26235	22535
KRAFT FOODS GROUP INC - 450 SHRS	20456	20462
CHEVRON CORP (NEW) - 300 SHRS	10819	32442
EXXON MOBIL CORPORATION - 400 SHRS	15963	34620
KAYNE ANDERSON ENERGY TOTAL RETURN - 1,000 SHRS	17897	24590
LINN CO LLC - 300 SHRS	11563	10842
NATIONAL OILWELL VARCO INC. - 400 SHRS	29736	27340
CHUBB CORP. - 300 SHRS	10359	22596
ABBOTT LABORATORIES - 400 SHRS	14487	26200
BRISTOL-MYERS SQUIBB COMPANY - 800 SHRS	20212	26072
JOHNSON & JOHNSON - 300 SHRS	14063	21030
MERCK & CO. INC - 600 SHRS	19851	24564
MERRIMACK PHARMACEUTICALS, INC. - 1,000 SHRS	13987	12180
LOCKHEED MARTIN CORP	18798	18458
INTEL CORP	22010	20620
IBM	24942	24902
MICROSOFT CORP	23726	21368
BHP BILLITON PLC ADR	27560	28148
VERIZON COMMUNICATIONS INC - 1,000 SHRS	29577	43270
DUKE ENERGY CORP. NEW - 133 SHRS	6672	8485

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	SHIPMAN & GOODWIN LLP	Category
Amount	$9,240	Amount
Net Investment Income	2772	NetInvestmentIncome
Disbursements Charitable Prps	6468	DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	STATE STREET CORP., FEES	Description
Revenue And Expenses Per Books	100	RevenueAndExpensesPerBooks
Net Investment Income	100	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	U.S. TREASURY, BALANCE DUE, 2011 FORM 990-PF	Category
Amount	$258	Amount
Net Investment Income	258	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps