2013-08-01T10:56:43-05:00 2013-05-31 COURTNEY FINK & FORBES LLP 719 COTTAGE GROVE RD BLOOMFIELD CT 06002 990PF 2012-06-01 016207698 CASABELLA FAMILY FOUNDATION C/O JOHN M PIANE TRUSTEE CASA 9419188761 1610 TREEHOUSE CIR NO 129 SARASOTA FL 342316724 JOHN M PIANE 9419188761 2013-06-25 JAMES F COURTNEY 8602429400 2013-08-01 2012 2015-12-30 17:16:21Z X 416320 X X 13893 13893 -538 39193 13355 13893 1100 1100 3750 3750 2043 2043 624 705 705 8222 2043 5555 12000 12000 20222 2043 17555 -6867 11850 29613 27686 27686 103098 104252 101736 100955 100932 175711 118691 112620 111187 352357 345490 416320 0 X 352357 345490 352357 345490 352357 345490 352357 -6867 345490 345490 false 17000 381275 0.044587 10900 367003 0.029700 11239 341413 0.032919 22974 325872 0.070500 22824 370551 0.061595 0.239301 0.047860 401750 19228 119 19347 17555 2004-06-03 237 237 237 237 false false false false false false false true true CT true false false false false true N/A JAMES F COURTNEY 8602429400 719 COTTAGE GROVE RD BLOOMFIELD CT 06002 false false false false false false false false false false false false false false false false false false false MARSHA ALIBRANDI 4093 MAIN ST PO BOX 396 CUMMAQUID MA 02637 2.00 1100 0 0 JOHN M PIANE 1610 TREEHOUSE CIRCLE SARASOTA FL 34231 1.00 0 0 0 JAMES F COURTNEY 719 COTTAGE GROVE RD BLOOMFIELD CT 06002 1.00 0 0 0 NONE NONE N/A 386960 20908 0 407868 407868 6118 401750 20088 20088 237 237 19851 19851 19851 17555 17555 17555 19851 12142 17555 12142 5413 14438 SUE SIMMONS COUNSELING OFFICE WINDSOR HIGH SCHOOL WINDSOR CT 06095 8606872020 THE FORM TO BE COMPLETED IS THE APPLICATION FOR LOCAL SCHOLARSHIPS AND THE GENERAL SCHOLARSHIP APPLICATION FOUND IN THE WINDSOR HIGH SCHOOL COUNSELING OFFICE. INCLUDE THE STUDENT ACTIVITY RESUME, A COPY OF THE LETTER OF ACCEPTANCE FROM THE TARGET SCHOOL,TWO RECOMMENDATION LETTERS AND A PORTFOLIO THAT DEMONSTRATES ACADEMIC,TECHNICAL,COMMUNITY AND/OR OTHER ACHIEVEMENTS. DEADLINE IS GENERALLY THE LAST WEEK IN APRIL EACH SCHOLARSHIP AWARD IS LIMITED TO 3,000 AND RESTRICTED TO GRADUATING HIGH SCHOOL SENIORS FROM WINDSOR HIGH SCHOOL THAT HAVE BEEN ACCEPTED TO A TWO OR FOUR YEAR COLLEGE,UNIVERSITY OR ACCREDITED PROFESSIONAL OR TECHNICAL SCHOOL.THE AWARD WILL BE PAID DIRECT TO THE INSTITUTION. ASHLEY SANTOS 65 WINTHROP RD WINDSOR CT 06095 NONE STUDENT SCHOLARSHIP-SPRINGFIELD COLLEGE 3000 ALEXANDRA SZOTKA 511 HEARTHSTONE DR WINDSOR CT 06095 NONE STUDENT SCHOLARSHIP-ITHACA COLLEGE 3000 JOSEPH PHELPS 23 JOSHUA HILL WINDSOR CT 06095 NONE STUDENT SCHOLARSHIP-UNIV OF CONNECTICUT 3000 JESSICA STARGARDTER 24 ALDEN RD WINDSOR CT 06095 NONE STUDENT SCHOLARSHIP-UNIV OFCONNECTICUT 3000 12000 14 13893 -538 13893 -538 13355 3 MONIES ARE TEMPORARILY INVESTED TO PROVIDE AN ACCEPTABLE RATE OF RETURN TO ALLOW THE GIVING OF SCHOLARSHIPS TO QUALIFIED INDIVIDUALS 4 SECURITIES AND BONDS ARE PURCHASED AND SOLD TO PROVIDE INTEREST AND DIVIDEND INCOME AND TO KEEP FUNDS INVESTED IN A STABLE PORTFOLIO. INCOME FROM THESE INVESTMENTS IS USED TO PROVIDE SCHOLARSHIPS TO QUALIFIED INDIVIDUALS. false false false false false false false false false false TAX RETURN PREP & ACCOUNTING 3750 3750 MARSHA ALIBRANDI JOHN M PIANE JAMES F COURTNEY DUKE ENERGY CORP 2009-06 PURCHASE 2012-07 23 15 8 KRAFT FOODS GROUP 2009-06 PURCHASE 2012-10 16 9 7 ABBOTT LABS NOTE 2012-05 PURCHASE 2012-11 6154 6071 83 US TREASURY NOTE 2012-05 PURCHASE 2012-11 12000 12211 -211 FNMA NOTE 2012-05 PURCHASE 2013-03 9000 9294 -294 US TREASURY NOTE 2012-05 PURCHASE 2013-05 12000 12131 -131 VERIZON COMM NOTE, 1.95% 10223 10121 US BANK CORP. NOTE, 4.20% 5346 5180 BERKSHIRE HATHAWAY NOTE, 4.85% 11039 10699 CONOCO PHILLIPS NOTE, 4.60% 10993 10630 DUPONT NOTE, 3.25% 10680 10449 JP MORGAN CHASE NOTE, 3.70% 10392 10454 CISCO SYSTEMS NOTE, 5.50% 11610 11251 TEXAS INSTRUMENTS NOTE, 2.375% 10522 10456 INTEL CORP. NOTE, 1.95% 10357 10327 AT & T NOTE, 1.60% 10048 10055 GE CAPCORP NOTE, 5.625% 11410 11565 ABBOTT LABS NOTE, 5.60% AFLAC, INC. 10073 17821 AT & T, INC. 9957 13821 ALTRIA GROUP, INC 10044 21660 DUKE ENERGY CORP. 10007 15260 KRAFT FOODS, INC. CL A 3528 7057 ELI LILLY & CO 10100 15682 MCDONALDS CORP 10141 16900 MERCK & CO., INC. 10015 17980 REALTY INCOME CORP. REIT 9939 19771 ENTERPRISE PRODUCTS PARTNERS 10585 18411 MONDELEX INTNTL 6543 11348 104252 101736 EXPENSES PROBATE FEES 705 705 INVESTMENT FEES 2043 2043 FEDERAL EXCISE TAX 624