Form990-EZ
Click to see list of attachments
Department of the Treasury
Internal Revenue Service
Short Form
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code
(except black lung benefit trust or private foundation)
bullet Sponsoring organizations of donor advised funds, organizations that operate one or more hospital facilities, and certain controlling organizations as defined in section 512(b)(13) must file Form 990 (see instructions).
All other organizations with gross receipts less than $200,000 and total assets less than $500,000 at the end of the year may use this form.
bulletThe organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-1150
2010
Open to Public
Inspection
A
For the 2010 calendar year, or tax year beginning 07-01-2010, and ending 06-30-2011
B
Check if applicable:
C Name of organization
Yale Club and Scholarship Foundation of
Hartford Inc
Number and street (or P. O. box, if mail is not delivered to street address)24 Lexington Street
 
Room/suite
City or town, state or country, and ZIP + 4 New Britain, CT06052
D Employer identification number

06-6056931
E Telephone number

(860) 223-1600
F Group Exemption
Number. . bullet  
G Accounting method: Other (specify) bulletModifd CashH Check bulletI Website:bullethttp://alumninet.yale.edu/clubs/ct04J Tax-Exempt status(check only one)—Click to see attachment(   ) bullet(insert no.) or
K Check bullet A Form 990-EZ or Form 990 return is not required though Form 990-N (e-postcard) may be required (see instructions). But if the organization chooses to file a return, be sure to file a complete return.
L Add lines 5b, 6c, and 7b, to line 9 to determine gross receipts; If gross receipts are $200,000 or more, or if total assets (Part II, line 25, column (B) below) are $500,000 or more, file Form 990 instead of Form 990-EZ.. . bullet $ 83,773
Part IRevenue, Expenses, and Changes in Net Assets or Fund Balances (See the instructions for Part I.) Check if the organization used Schedule O to respond to any question in this Part I . . . . . . . .
VerticalRevenue 1 Contributions, gifts, grants, and similar amounts received . . . . . . . . . 1 12,410
2 Program service revenue including government fees and contracts . . . . . . . 2 6,880
3 Membership dues and assessments . . . . . . . . . . . . . . 3 8,735
4 Investment income . . . . . . . . . . . . . . . . . . 4 4,385
5a Gross amount from sale of assets other than inventory . . . . 5a 51,363
b Less: cost or other basis and sales expenses . . 5b 40,490
c Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a) . . 5c 10,873
6 Gaming and fundraising events
a Gross income from gaming (attach Schedule G if greater than $15,000) 6a  
b Gross income from fundraising events (not including $ 0 of contributions from fundraising events reported on line 1) (attach Schedule G if the sum of such gross income and contributions exceed $15,000) . . . . . . .
c Less: direct expenses from gaming and fundraising events . . . 6c 0
d Net income or (loss) from gaming and fundraising events (Add lines 6a and 6b and subtract line 6c) 6d 0
7a Gross sales of inventory, less returns and allowances . . . . 7a  
b Less: cost of goods sold . . . . . . . . . . 7b 0
c Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) . . . . . . 7c  
8 Other revenue (describe in Schedule O) . . . . . . . . . 8  
9 Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8 . . . . . . . . . 9 43,283
VerticalExpenses 10 Grants and similar amounts paid (list in Schedule O) . . . . . . . . 10 7,306
11 Benefits paid to or for members . . . . . . . . . . . . . . . 11  
12 Salaries, other compensation, and employee benefits . . . . . . . . . . . 12  
13 Professional fees and other payments to independent contractors . . . . . . . . 13 13,000
14 Occupancy, rent, utilities, and maintenance . . . . . . . . . . . . . 14  
15 Printing, publications, postage, and shipping . . . . . . . . . . . . 15 4,155
16 Other expenses (describe in Schedule O) . . . . . . . . . . 16 12,231
17 Total expenses. Add lines 10 through 16 . . . . . . . . . . . . 17 36,692
VerticalNetAssets 18 Excess or (deficit) for the year (Subtract line 17 from line 9) . . . . . . . . . 18 6,591
19 Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with
end-of-year figure reported on prior year’s return) . . . . . . . . . . . 19 212,820
20 Other changes in net assets or fund balances (explain in Schedule O) . . . . . . . 20 22,386
21 Net assets or fund balances at end of year. Combine lines 18 through 20 . . . . . Bullet 21 241,797
Part IIBalance Sheets Check if the organization used Schedule O to respond to any question in this Part II. . . . . . . . .

(See the instructions for Part II.)(A) Beginning of year(B) End of year
22Cash, savings, and investments . . . . . . . . . .
212,656
22
241,797
23Land and buildings . . . . . . . . . . . . .
 
23
 
24Other assets (describe in Schedule O) . . . . . .
164
24
 
25Total assets . . . . . . . . . . . . . .
212,820
25
241,797
26
Total liabilities (describe in Schedule O) . . . . .
 
26
 
27Net assets or fund balances (line 27 of column (B) must agree with line 21) .
212,820
27
241,797
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 10642I Form 990-EZ (2010)
Form 990-EZ (2010)
Page 2
Part IIIStatement of Program Service Accomplishments Check if the organization used Schedule O to respond to any question in this Part III . Expenses
(Required for section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts; optional for others.)
What is the organization's primary exempt purpose? The Club's mission includes providing an organization through which alumni of Yale and residents of the Greater Hartford areas may contribute to the welfare of Yale University; facilitating, initiating, sponsoring and participating in programs and projects aimed at developing and maintaining mutual understanding between Yale, its alumni and residents of the Greater Hartford area; participating in the raising of funds for the benefit of Yale; participating in the raising of funds in order to establish and award scholarships for the benefit of students who are residents of or attended secondary schools in Greater Hartford, and encouraging the enrollment of qualified students in Yale. The Yale Club and Scholarship Foundation of Hartford, Inc. (The Club) was incorporated as a Connecticut nonstock corporation in 1952; formalizing a club that was founded in 1885. In 1980, the Club and its scholarship foundation merged to form the current organization. .
Describe what was achieved in carrying out the organization's exempt purposes. In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title.
28 Newsletters, program mailings and President's letter.
(Grants $ 2,050) If this amount includes foreign grants, check here ...MediumBullet
28a  
29 Service awards to Club members and Yale students. All awards are plaques, trophies or certificates. No cash awards.
(Grants $ 639) If this amount includes foreign grants, check here ...MediumBullet
29a  
30 Book Awards to 37 high school juniors, outstanding in academics and leadership, selected by the principals of area schools. In 2011, the Club awarded copies of the Yale Book of Quotations.
(Grants $ 1,306) If this amount includes foreign grants, check here ...MediumBullet
30a 1,306
Event expenses - These are the expenses of running Club events meetings. Much of the event expenses are offset by revenues from the events. The Club held two events with a speaker and several other events and meetings, including some with other college clubs. There are approximately 140 dues paying members and several hundred others who attend events as guests or receive annual mailings from the Club.
(Grants $ 10,343) If this amount includes foreign grants, check here ...MediumBullet
 
Scholarships to Yale University - Funds are paid directly to the university for its general scholarship fund. The University provides need-blind support to all qualifying students, including those from the Hartford area.
(Grants $ 6,000) If this amount includes foreign grants, check here ...MediumBullet
6,000
31 Other program services (describe in Schedule O) . . . . . . . . . . . .
(Grants $   ) If this amount includes foreign grants, check here...MediumBullet
31a
32 Total program service expenses (add lines 28a through 31a) . . . . . . . . . bullet 32 20,338
Part IVList of Officers, Directors, Trustees, and Key Employees. List each one even if not compensated. (See the instructions for Part IV.) Check if the organization used Schedule O to respond to any question in this Part IV . . . . . . . .
(a) Name and address (b) Title and average
hours per week
devoted to position
(c) Compensation
(If not paid,
enter -0-.)
(d) Contributions to
employee benefit plans &
deferred compensation
(e) Expense
account and
other allowances
Directors - See Schedule O
24 Lexington Street
New Britain,CT06052
Directors0 0    
Henry Schneiderman
24 Lexington Street
New Britain,CT06052
Asst. Secretary1.00 0    
Richard Keppelman
24 Lexington Street
New Britain,CT06052
Secretary2.00 0    
Robert Vocelli
24 Lexington Street
New Britain,CT06052
Treasurer2.00 0    
Karla Turekian
24 Lexington Street
New Britain,CT06052
Vice President2.00 0    
Laura Baldini
24 Lexington Street
New Britain,CT06052
President4.00 0    
Form 990-EZ (2010)
Form 990-EZ (2010)
Page 3
Part VOther Information(Note the statement requirements in the instructions for Part V.)YesNo Check if the organization used Schedule O to respond to any question in this Part V . . . .
33
Did the organization engage in any activity not previously reported to the IRS? If "Yes," provide a detailed description of each activity in Schedule O ..............
33
 
No
34
Were any significant changes made to the organizing or governing documents? If "Yes," attach a conformed copy of the amended documents if they reflect a change to the organization’s name. Otherwise, explain the change on Schedule O (see instructions). ...................
34
 
No
35
If the organization had income from business activities, such as those reported on lines 2, 6a, and 7a (among others), but not reported on Form 990-T, explain in Schedule O why the organization did not report the income on Form 990-T. ........................
a
Did the organization have unrelated business gross income of $1,000 or more or was it a section 501(c)(4), 501(c)(5), or 501(c)(6) organization subject to section 6033(e) notice, reporting, and proxy tax requirements?
35a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year? (see instructions) ........
35b
 
 
36
Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? If “Yes,” complete applicable parts of Schedule N .............
36
 
No
37a
Enter amount of political expenditures, direct or indirect, as described in the instructions. bullet
37a
 
b
Did the organization file Form 1120-POL for this year? ...............
37b
 
No
38a
Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were
any such loans made in a prior year and still outstanding at the end of the tax year covered by this return?
38a
 
No
b
If “Yes,” complete Schedule L, Part II and enter the total amount involved .
38b
 
39
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on line 9 ......
39a
0
b
Gross receipts, included on line 9, for public use of club facilities ....
39b
0
40a
Section 501(c)(3) organizations. Enter amount of tax imposed on the organization during the year under:
section 4911 bullet   ; section 4912 bullet   ; section 4955 bullet  
b
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in any section 4958 excess benefit transaction during the year or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I. ....
40b
 
No
c
Section 501(c)(3) and 501(c)(4) organizations. Enter amount of tax imposed on organization managers or disqualified persons during the year under sections 4912, 4955, and 4958 ..bullet  
d
Section 501(c)(3) and 501(c)(4) organizations. Enter amount of tax on line 40c reimbursed by the organization ...................bullet  
e
All organizations. At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? If "Yes," complete Form 8886-T. .................
40e
 
No
41List the states with which a copy of this return is filed. bullet
42aThe organization's books are in care of bulletRobert Vocelli Treasurer Telephone no. bullet (860) 223-1600
Located at bullet24 Lexington Street
New Britain,CT
ZIP + 4bullet06052
b
At any time during the calendar year, did the organization have an interest in or a signature or other authority over a financial account in a foreign country (such as a bank account, securities account, or other financial account)?
Yes
No
42b
 
No
If “Yes,” enter the name of the foreign country: bullet  
See the instructions for exceptions and filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
c
At any time during the calendar year, did the organization maintain an office outside of the U.S.?
42c
 
No
If “Yes,” enter the name of the foreign country: bullet  
43.......bullet
and enter the amount of tax-exempt interest received or accrued during the tax year . . . bullet43
 
44a
Did the organization maintain any donor advised funds? If "Yes", Form 990 must be completed instead of
Yes
No
Form 990-EZ.. . . . . . . . . . . . . . . . . . . .
44a
 
No
b
Did the organization operate one or more hospital facilities during the year? If ‘Yes,’ Form 990 must be completed instead of Form990-EZ. . . . . . . . .
44b
 
No
c
Did the organization receive any payments for indoor tanning services during the year? . . . . . . .
44c
 
No
d
If 'Yes' to line 44c, has the organization filed a Form 720 to report these payments? If ‘No,’ provide an explanation in Schedule O. . . . . . . . .
44d
 
No
45
Is any related organization a controlled entity of the organization within the meaning of section 512(b)(13)? If ‘Yes,’ Form 990 and Schedule R must be completed instead of Form990-EZ. . . . . . . . .
45
 
No
45a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If ‘Yes,’ Form 990 and Schedule R must be completed instead of Form990-EZ. .
45a
 
No
46
Did the organization engage, directly or indirectly, in political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I. . . . . . . . . .
46
 
No
Form 990-EZ (2010)
Form 990-EZ (2010)
Page 4
Part VI
Section 501(c)(3) organizations and section 4947(a)(1) nonexempt charitable trusts only. All section 501(c)(3) organizations and section 4947(a)(1) nonexempt charitable trusts must answer questions 47-49b and 52. Check if the organization used Schedule O to respond to any question in this Part VI . . . . . . . .
Yes
No
47
Did the organization engage in lobbying activities? If "Yes," complete Schedule C, Part II . . . .
47
 
No
48
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E . . .
48
 
No
49a
Did the organization make any transfers to an exempt non-charitable related organization? . . . .
49a
 
No
b
If "Yes," was the related organization a section 527 organization? . . . . . . . . .
49b
 
No
50
Complete this table for the organization's five highest compensated employees (other than officers, directors, trustees and key employees) who each received more than $100,000 of compensation from the organization. If there is none, enter "None."
(a) Name and address of each employee paid more than $100,000 (b) Title and average
hours per week
devoted to position
(c) Compensation
(d) Contributions to
employee benefit plans &
deferred compensation
(e) Expense
account and
other allowances
NONE
50(f)
Total number of other employees paid over $100,000 . . . . . . . . . . . . . bullet  

51
Complete this table for the organization's five highest compensated independent contractors who each received more than $100,000 of compensation from the organization. If there is none, enter "None."
(a) Name and address of each independent contractor paid more than $100,000 (b) Type of service (c) Compensation
NONE
51(d)
Total number of other independent contractors each receiving over $100,000 . . . . . . . bullet  
52
Did the organization complete Schedule A? NOTE: All Section 501(c)(3) organizations and 4947(a)(1) nonexempt charitable trusts must attach a completed Schedule A ....................
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer's Use Only Preparer's
signature
Big Right Arrow
Date
right pointing bullet image Preparer’s taxpayer identification number
(See instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4
Big Right Arrow




EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
Form 990-EZ (2010)

Additional Data


Software ID: 10000105
Software Version: 2010v3.2

Form 990-EZ, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Yale Club and Scholarship Foundation of
Hartford Inc
Employer identification number

06-6056931
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization
(ii)
EIN
(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv)
Is the organization in col. (i) listed in your governing document?
(v)
Did you notify the organization in col. (i) of your support?
(vi)
Is the organization in col. (i) organized in the U.S.?
(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 28,181 29,145 22,575 21,264 21,145 122,310
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3.. 28,181 29,145 22,575 21,264 21,145 122,310
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..           24,829
6 Public Support. Subtract line 5 from line 4.           97,481
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4.. 28,181 29,145 22,575 21,264 21,145 122,310
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 6,721 9,485 4,466 3,969 4,385 29,026
9 Net income from unrelated business activities, whether or not the business is regularly carried on..           0
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..           0
11 Total support (Add lines 7 through 10).           151,336
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
64.410 %
15
15
62.330 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID: 10000105
Software Version: 2010v3.2
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Yale Club and Scholarship Foundation of
Hartford Inc
Employer identification number

06-6056931
Identifier Return Reference Explanation
Form 990-EZ, General Explanation.2 Net Gain (Loss) from Sales of Assets Other than Inventory (continued) Yale Club and Scholarship Foundation of Hartford, Inc.Form 990-EZ - FYE 6/30/2011Part I, Lines 5 a, b, cNet Gain (Loss) from Sales of Assets Other than Inventory (continued)Capital Gains and LossesSee attached detailed statement.
Form 990-EZ, General Explanation.1 Part IV - Officers and Directors Yale Club and Scholarship Foundation of Hartford, Inc.Officers and DirectorsForm 990-EZ, Part IVFYE June 30, 201106-6066931Laura Baldini President and DirectorKarla Turekian Vice President and DirectorRichard Keppelman Secretary and DirectorRobert Vocelli Treasurer and DirectorHenry Schneiderman Assistant Secretary and DirectorDirectorsRichard BanburyFrank BerallJames T. BettsAndree CorrNuala Droney DurbinJames Ervin Jr.David HutchinsonRamon JimenezThomas KokoskaMichael A. KursJohn LangenbachHarmon LeeteSusan LennonYolande LyonKatherine McCormackArthur NassauJennifer PhilipRichard ReinhardRobert RimmerJohn RogersRichard SeidmanThomas Seymour Jeanmarie SheaJerry WagnerMark YellinAll Officers and Directors serve without pay. Directors devote approximately 10 hours per year, plus time spent on organizing and attending activities of the Organization. Officers generally devote more time.The preferred mailing address for all officers and directors is c/o Yale Club and Scholarship Foundation of Hartford, Inc., 24 Lexington Street, New Britain, CT 06052..
Form 990-EZ, Part II, Line 24.1003 Other Assets.1003 Machinery and Equipment - Beginning $164 Machinery and Equipment - Ending $0
Form 990-EZ, Part I, Line 20.1 Other Changes In Net Assets Or Fund Balances - Other Increases.1 Unrealized gain on investments $22386
Form 990-EZ, Part I, Line 16.8 Other Expenses.8 Other administrative expenses $30
Form 990-EZ, Part I, Line 16.7 Other Expenses.7 Filing fees $50
Form 990-EZ, Part I, Line 16.5 Other Expenses.5 Meetings $355
Form 990-EZ, Part I, Line 16.4 Other Expenses.4 Telephone $580
Form 990-EZ, Part I, Line 16.3 Other Expenses.3 Awards $639
Form 990-EZ, Part I, Line 16.1 Other Expenses.1 Club events incl meals speaker $9988
Form 990-EZ, Part I, Line 16.1012 Other Expenses.1012 Insurance $425
Form 990-EZ, Part I, Line 16.1009 Other Expenses.1009 Depreciation $164
Form 990-EZ, Part I, Line 10.1 Grants and Similar Amounts Paid In Excess of $5,000.1 Class of Activity: Scholarships | Donee's Name: Yale University | Donee's Address: P.O. Box 2038 New Haven, CT 06521 | Relationship of Donee: Club members are alumni | Cash Amount Given: $6000
    Client Note 2 - Yale Club and Scholarship Foundation of Hartford, Inc.Officers and DirectorsForm 990-EZFYE June 30, 201206-6066931Laura Baldini President and DirectorKarla Turekian Vice President and DirectorRichard Keppelman Secretary and DirectorRobert Vocelli Treasurer and DirectorHenry Schneiderman Assistant Secretary and DirectorDirectorsRichard BanburyFrank BerallJames T. BettsAndree CorrNuala Droney DurbinJames Ervin Jr.David HutchinsonRamon JimenezThomas KokoskaMichael A. KursJohn LangenbachHarmon LeeteSusan LennonYolande LyonKatherine McCormackArthur NassauJennifer PhilipRichard ReinhardRobert RimmerJohn RogersRichard SeidmanThomas Seymour Jeanmarie SheaJerry WagnerMark YellinAll Officers and Directors serve without pay. Directors devote approximately 10 hours per year, plus time spent on organizing and attending activities of the Organization. Officers generally devote more time.The preferred mailing address for all officers and directors is c/o Yale Club and Scholarship Foundation of Hartford, Inc., 24 Lexington Street, New Britain, CT 06052.
    Client Note 1 - Statement 1, continuedYale Club and Scholarship Foundation of Hartford, Inc.Form 990 - FYE 6/30/2010Sales of Assets Other than InventoryCapital Gains and LossesShares Description Date Date Gross Cost Gain Acquired Sold Sales or Basis /Loss Line 8a Line 8b Line 8c ------- ------------------- -------- -------- ------- -------- ------- 105.079 Fidelity Diver Intl Fund Various 10/15/09 3,000 2,615 385 131.930 Spartan Extended Mkt Fund Various 10/15/09 4,000 2,860 1,140 105.240 Spartan 500 Fund Various 10/15/09 8,000 6,346 1,654 Capital gains distrib's - mutual funds N/A Various 956 - 956 ------ ------ ------- Totals 15,956 11,821 4,135 ------ ------- ------- Sale of purchased investments 15,000 11,821 3,179 Capital gains distributions 956 - 956 ------ ------- ------- Totals 15,956 11,821 4,135 ------ ------- -------
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

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Software ID: 10000105
Software Version: 2010v3.2