ALEXANDER M AND CATHERINE M WRIGHT TR: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ALEXANDER M AND CATHERINE M WRIGHT TR (EIN 04-6974050)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-09
- IRS object ID
- 201201309349100330
- Schema version
- 2011v1.2
- 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 | 2012-05-09T10:27:59-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-05-09 | 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 | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 670748 | 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 | 16266 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 16056 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -16253 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 33113 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 13 | TotalRevenueAndExpenses |
| Total Net Investment Income | 16056 | 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 | 300 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 300 | 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 | 9640 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3172 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 6468 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 30000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 30000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 39640 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3172 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 36468 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -39627 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 12884 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 718 | CashEOY |
| Cash EOYFMV | 718 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 83158 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 85179 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 85179 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 493338 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 450972 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 584851 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 576496 | TotalAssetsBOY |
| Total Assets EOY | 536869 | TotalAssetsEOY |
| Total Assets EOYFMV | 670748 | 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 | 576496 | RetainedEarningsBOY |
| Retained Earnings EOY | 536869 | RetainedEarningsEOY |
| Total Net Assets BOY | 576496 | TotalNetAssetsBOY |
| Total Net Assets EOY | 536869 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 576496 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 536869 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 576496 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -39627 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 536869 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 536869 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| 2000 SHS MARINA BIOTECH INC. | 2008-11-10 | 2011-03-28 | 1225 | 4606 | -3381 | -3381 | |
| 600 SHS METABOLIX INC. | 2008-01-08 | 2011-04-08 | 6354 | 14294 | -7940 | -7940 | P |
| 1000 SHS METABOLIX INC. | 2008-07-23 | 2011-04-08 | 10589 | 12516 | -1927 | -1927 | P |
| 400 SHS HEWLETT PACKARD | 2009-02-09 | 2011-08-25 | 9652 | 14400 | -4748 | -4748 | P |
| 100 SHS HEWLETT PACKARD | 2009-04-27 | 2011-08-25 | 2413 | 3550 | -1137 | -1137 | P |
| CAPITAL GAINS DIVIDENDS | 2880 | 2880 | 2880 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -16253 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 31300 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 636667 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.049162 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 32969 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 596414 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.055279 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 45850 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 788725 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.058132 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 58520 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1012978 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.057770 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 48333 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 972711 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.049689 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.270032 | TotalDistributionRatio |
| Average Distribution Ratio | 0.054006 | AverageDistributionRatio |
| Net Noncharitable Assets | 677855 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 36608 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 129 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 36737 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 36468 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 258 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 258 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 258 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 258 | 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 | 589652 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 98526 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 688178 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 688178 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10323 | CashDeemedCharitable |
| Net Noncharitable Assets | 677855 | NetNoncharitableAssets |
| Minimum Investment Return | 33893 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 33893 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 258 | TaxBasedOnInvestmentIncome |
| Total Tax | 258 | TotalTax |
| Distributable Amount Before Adj | 33635 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 33635 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 33635 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 36468 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 36468 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 36468 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 33635 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 19184 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 36468 | QualifyingDistributions |
| Applied To Year1 | 19184 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 17284 | 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 | 16351 | 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 |
|---|---|---|---|---|---|---|---|
| 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 | $2,000 |
| 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 | $6,000 |
| 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 | $2,000 |
| HARTFORD STAGE | |||||||
| 50 CHURCH STREET | HARTFORD | CT | 06103 | NONE | PUBLIC CHARITY | ANNUAL CAMPAIGN | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 30000 | 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 | $16,266 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$16,253 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $13 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 13 | 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 (23 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BRISTOL-MYERS SQUIBB COMPANY - 1,000 SHRS | 25265 | 35240 |
| GENERAL ELECTRIC CO. - 1,200 SHRS | 35372 | 21492 |
| KAYNE ANDERSON ENERGY TOTAL RETURN - 1,500 SHRS | 31804 | 37965 |
| VERIZON COMMUNICATIONS INC - 1,500 SHRS | 52758 | 60180 |
| METABOLIX INC. - 1,600 SHRS | 0 | 0 |
| MARINA BIOTECH INC. - 2,000 SHRS | 0 | 0 |
| PROCTER & GAMBLE - 300 SHRS | 15099 | 20013 |
| ZIMMER HOLDINGS INC. - 300 SHRS | 19196 | 16026 |
| FRONTIER COMMUNICATIONS CORP - 360 SHRS | 3460 | 1854 |
| WALGREEN COMPANY - 400 SHRS | 14380 | 13224 |
| DUKE ENERGY HOLDING CORP. - 400 SHRS | 6688 | 8800 |
| UNITED TECHNOLOGIES CORP. - 400 SHRS | 19000 | 29236 |
| NATIONAL OILWELL VARCO INC. - 449 SHRS | 33379 | 30528 |
| CHUBB CORP. - 494 SHRS | 17058 | 34195 |
| GENERAL DYNAMICS - 500 SHRS | 15392 | 33205 |
| HEWLETT-PACKARD CO. - 500 SHRS | 0 | 0 |
| ABBOTT LABORATORIES - 500 SHRS | 18109 | 28115 |
| CHEVRON CORP (NEW) - 500 SHRS | 18035 | 53200 |
| MEDTRONIC INC - 600 SHRS | 26216 | 22950 |
| JOHNSON & JOHNSON - 700 SHRS | 37152 | 45906 |
| MERCK & CO. INC - 700 SHRS | 27675 | 26390 |
| EXXON MOBIL CORPORATION - 700 SHRS | 27934 | 59332 |
| MERRIMACK PHARMACEUTICALS, INC. - 1,000 SHRS | 7000 | 7000 |
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 2010 FORM 990-PF | Category |
| Amount | $300 | Amount |
| Net Investment Income | 300 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |