ALEXANDER M AND CATHERINE M WRIGHT TR: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ALEXANDER M AND CATHERINE M WRIGHT TR (EIN 04-6974050)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-11
- IRS object ID
- 201131319349100513
- Schema version
- 2010v3.2
- 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 | 2011-05-11T09:50:37-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | 2011-05-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRYON W HARMON | Name |
| Phone | 8602515000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 672321 | 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 | 17937 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 17937 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -12862 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2599 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 5075 | TotalRevenueAndExpenses |
| Total Net Investment Income | 17937 | 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 | 9000 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 2700 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 6300 | LegalFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 139 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 139 | 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 | 9239 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2939 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 6300 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 25000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 25000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 34239 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2939 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 31300 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -29164 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 14998 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 2 | CashBOY |
| Savings And Temp Cash Invst BOY | 96764 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 83158 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 83158 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 508894 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 493338 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 589163 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 605660 | TotalAssetsBOY |
| Total Assets EOY | 576496 | TotalAssetsEOY |
| Total Assets EOYFMV | 672321 | 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 | 605660 | RetainedEarningsBOY |
| Retained Earnings EOY | 576496 | RetainedEarningsEOY |
| Total Net Assets BOY | 605660 | TotalNetAssetsBOY |
| Total Net Assets EOY | 576496 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 605660 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 576496 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 605660 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -29164 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 576496 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 576496 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Gross Sales PriceGrossSalesPrice |
|---|---|---|---|---|---|---|---|
| .0596 SHRS FRONTIER COMMUNICATIONS CORP. | P | 1986-12-02 | 2010-07-13 | 1 | -1 | -1 | |
| 400 SHRS MARINA BIOTECH INC | P | 2007-12-03 | 2010-12-30 | 6037 | -5443 | -5443 | 594 |
| 600 SHRS MARINA BIOTECH INC | P | 2008-04-04 | 2010-12-30 | 6181 | -5290 | -5290 | 891 |
| 250 SHRS MARINA BIOTECH INC | P | 2008-02-25 | 2010-12-30 | 2091 | -1720 | -1720 | 371 |
| 500 SHRS MARINA BIOTECH INC | P | 2008-11-10 | 2010-12-30 | 1151 | -408 | -408 | 743 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -12862 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 32969 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 596414 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.055279 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 45850 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 788725 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.058132 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 58520 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1012978 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.057770 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 48333 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 972711 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.049689 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 46299 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 936308 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.049448 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.270318 | TotalDistributionRatio |
| Average Distribution Ratio | 0.054064 | AverageDistributionRatio |
| Net Noncharitable Assets | 636667 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 34421 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 150 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 34571 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 31300 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 300 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 300 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 300 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 300 | 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 | 546369 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 99993 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 646362 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 646362 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 9695 | CashDeemedCharitable |
| Net Noncharitable Assets | 636667 | NetNoncharitableAssets |
| Minimum Investment Return | 31833 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 31833 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 300 | TaxBasedOnInvestmentIncome |
| Total Tax | 300 | TotalTax |
| Distributable Amount Before Adj | 31533 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 31533 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 31533 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 31300 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 31300 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 31300 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 31533 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 18951 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 31300 | QualifyingDistributions |
| Applied To Year1 | 18951 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 12349 | 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 | 19184 | 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 (15 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 | N/A | PUBLIC CHARITY | ANNUAL CAMPAIGN | $1,000 |
| CT NATIONAL GUARD FOUNDATION INC | |||||||
| 360 BROAD STREET | HARTFORD | CT | 061053795 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| FINE ARTS RADIO INC | |||||||
| PO BOX 920 | MONROE | CT | 06468 | N/A | PUBLIC CHARITY | ANNUAL CAMPAIGN | $500 |
| FOUNDATION FOR WEST HARTFORD PUBLIC SCHOOLS | |||||||
| 50 SOUTH MAIN STREET | WEST HARTFORD | CT | 06107 | N/A | PUBLIC CHARITY | ANNUAL CAMPAIGN | $500 |
| GREATER HARTFORD ACADEMY OF THE ARTS | |||||||
| 15 VERNON STREET | HARTFORD | CT | 06106 | N/A | PUBLIC CHARITY | ANNUAL CAMPAIGN | $500 |
| GREATER HARTFORD ARTS COUNCIL | |||||||
| 45 PRATT STREET | HARTFORD | CT | 06103 | N/A | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,000 |
| HARTFORD HOSPITAL | |||||||
| 80 SEYMOUR STREET | HARTFORD | CT | 06102 | N/A | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,500 |
| MT HOLYOKE COLLEGE | |||||||
| 50 COLLEGE STREET | SOUTH HADLEY | MA | 01075 | N/A | PUBLIC CHARITY | UNRESTRICTED GIFT | $3,000 |
| THE HARTFORD SYMPHONY | |||||||
| 99 PRATT STREET | HARTFORD | CT | 06103 | N/A | PUBLIC CHARITY | ANNUAL CAMPAIGN | $5,000 |
| THE SALVATION ARMY | |||||||
| 333 HOMESTEAD AVE | HARTFORD | CT | 06105 | N/A | PUBLIC CHARITY | CONTRIBUTION | $2,000 |
| UNITED WAY OF GREATER HARTFORD | |||||||
| 30 LAUREL STREET | HARTFORD | CT | 06106 | N/A | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,000 |
| WADSWORTH ATHENEUM | |||||||
| 600 MAIN STREET | HARTFORD | CT | 06103 | N/A | PUBLIC CHARITY | ANNUAL FUND | $1,000 |
| YMCA OF GREATER HARTFORD | |||||||
| 241 TRUMBULL STREET | HARTFORD | CT | 06103 | N/A | PUBLIC CHARITY | SUPPORT OF YOUTH ACHIEVERS PROGRAM | $300 |
| YMCA OF GREATER HARTFORD | |||||||
| 241 TRUMBULL STREET | HARTFORD | CT | 06103 | N/A | PUBLIC CHARITY | ANNUAL CAMPAIGN | $700 |
| YMCA OF GREATER HARTFORD | |||||||
| 241 TRUMBULL STREET | HARTFORD | CT | 06103 | N/A | PUBLIC CHARITY | CAPITAL CAMPAIGN | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 25000 | 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 | $17,937 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$12,862 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $5,075 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 5075 | 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 |
|---|---|---|
| 1,000 SHS BRISTOL-MYERS SQUIBB COMPANY | 25265 | 26480 |
| 1,200 SHRS GENERAL ELECTRIC CO. | 35372 | 21948 |
| 1,500 SHRS KAYNE ANDERSON ENERGY TOTAL RETURN | 31804 | 43665 |
| 1,500 SHRS VERIZON COMMUNICATIONS INC | 52758 | 53670 |
| 1,600 SHRS METABOLIX INC. | 26810 | 19472 |
| 15,000 SHRS MDRNA INC. | 0 | 0 |
| 300 SHRS PROCTER & GAMBLE | 15099 | 19299 |
| 300 SHRS ZIMMER HOLDINGS INC. | 19196 | 16104 |
| 400 SHRS WALGREEN COMPANY | 14380 | 15584 |
| 400 SHS DUKE ENERGY HOLDING CORP. | 6688 | 7124 |
| 400 SHS UNITED TECHNOLOGIES CORP. | 19000 | 31488 |
| 449 NATIONAL OILWELL VARCO INC. | 33379 | 30195 |
| 494 SHRS CHUBB CORP. | 17058 | 29462 |
| 500 SHRS GENERAL DYNAMICS | 15392 | 35480 |
| 500 SHRS HEWLETT-PACKARD CO. | 17950 | 21050 |
| 500 SHS ABBOTT LABORATORIES | 18109 | 23955 |
| 500 SHS CHEVRON CORP (NEW) | 18035 | 45625 |
| 600 SHRS MEDTRONIC INC | 26216 | 22254 |
| 700 SHRS JOHNSON & JOHNSON | 37152 | 43295 |
| 700 SHRS MERCK & CO. INC | 27675 | 25228 |
| 700 SHS EXXON MOBIL CORPORATION | 27934 | 51184 |
| 360 SHRS FRONTIER COMMUNICATIONS CORP | 3460 | 3503 |
| 2,000 SHRS MARINA BIOTECH INC. | 4606 | 3098 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SHIPMAN & GOODWIN LLP | Category |
| Amount | $9,000 | Amount |
| Net Investment Income | 2700 | NetInvestmentIncome |
| Disbursements Charitable Prps | 6300 | 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 2009 FORM 990-PF | Category |
| Amount | $139 | Amount |
| Net Investment Income | 139 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |