Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 10-01-2010 , and ending 09-30-2011
G
Check all that apply:
Name of foundation
RHODA & DAVID CHASE FAMILY FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)CHASE ENTERPGOODWIN SQ225 ASYLUM STNO FL 29Room/suite
City or town, state, and ZIP code
HARTFORD, CT06103
A Employer identification number

06-1499922
B Telephone number (see page 10 of the instructions)

(860) 549-1674
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,117,827
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 622,500
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 88,284 88,284  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 26,443
b Gross sales price for all assets on line 6a 236,902
7 Capital gain net income (from Part IV, line 2)... 26,443
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 737,227 114,727  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 7,500 6,750   750
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions)        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 110 60   50
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,610 6,810   800
25 Contributions, gifts, grants paid........ 720,415 720,415
26 Total expenses and disbursements. Add lines 24 and 25 728,025 6,810   721,215
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 9,202
b Net investment income (if negative, enter -0-) 107,917
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 115,706 217,252 217,252
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 2,294,076 Click to see attachment2,095,531 1,619,200
c Investments—corporate bonds (attach schedule)........ 249,170 Click to see attachment249,170 256,375
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment25,000 Click to see attachment25,000 Click to see attachment25,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,683,952 2,586,953 2,117,827
Liabilities 17 Accounts payable and accrued expenses.......... 7,500 7,500
18 Grants payable................... 2,246  
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons 103,955  
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 113,701 7,500
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 2,570,251 2,579,453
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 2,570,251 2,579,453
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,683,952 2,586,953
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 2,570,251
2 Enter amount from Part I, line 27a...................... 2 9,202
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 2,579,453
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 2,579,453
Form 990-PF (2010)
Form 990-PF (2010)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a LITIGATION SETTLEMENT INCOME UNITED HEALTH GROUP P 2005-09-30 2010-12-23
b 300 SH CON ED 1/11 $45 P 2010-11-15 2009-11-11
c 4,700 SH CON ED 1/11 $45 P 2010-11-15 2009-11-11
d 1,600 SH CON EDISON P 2009-10-15 2010-11-12
e 2,600 SH CON EDISON P 2009-10-16 2010-11-12
800 SH CON EDISON P 2009-10-16 2010-11-12
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 12     12
b 362   357 5
c 5,595   5,600 -5
d 73,899   65,450 8,449
e 120,085   106,332 13,753
36,949   32,720 4,229
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       12
b       5
c       -5
d       8,449
e       13,753
      4,229
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 26,443
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2009 647,882 1,802,633 0.359409
2008 638,594 1,708,713 0.373728
2007 962,234 2,784,904 0.345518
2006 975,700 3,690,546 0.264378
2005 1,190,107 4,708,805 0.252741
2 Total of line 1, column (d) ...................... 2 1.595774
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.319155
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 2,144,700
5 Multiply line 4 by line 3....................... 5 684,492
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,079
7 Add lines 5 and 6......................... 7 685,571
8 Enter qualifying distributions from Part XII, line 4.............. 8 721,215
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,079
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 1,079
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,079
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 2,563
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,563
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,484
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet1,484 Refunded Bullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletCT
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJOHN P REDDING Telephone no.bullet (860) 549-1674
    Located atbulletCHASE ENTERP GOODWIN SQ 225 ASYLUMST FL 29HARTFORDCT ZIP+4bullet06103
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2010.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (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
    and deferred compensation
    (e) Expense account,
    other allowances
    DAVID T CHASE DIRECTOR/PRESIDENT
    5.00
    0 0 0
    C/O CHASE ENT 225 ASYLUM ST29TH FL
    HARTFORD,CT06103
    RHODA L CHASE DIRECTOR/VICE PRESIDENT
    1.00
    0 0 0
    C/O CHASE ENT 225 ASYLUM ST29TH FL
    HARTFORD,CT06103
    THERESA KASUGA SECRETARY
    1.00
    0 0 0
    C/O CHASE ENT 225 ASYLUM ST29TH FL
    HARTFORD,CT06103
    JOHN P REDDING DIRECTOR/VICE PRES/ASSTSEC
    1.00
    0 0 0
    C/O CHASE ENT 225 ASYLUM ST29TH FL
    HARTFORD,CT06103
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,905,999
    b
    Average of monthly cash balances.......................
    1b
    246,361
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    25,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,177,360
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d..........................
    3
    2,177,360
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    32,660
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,144,700
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    107,235
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    107,235
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    1,079
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,079
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    106,156
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    106,156
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    106,156
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    721,215
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes................................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    721,215
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    1,079
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    720,136
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus
    (b)
    Years prior to 2009
    (c)
    2009
    (d)
    2010
    1 Distributable amount for 2010 from Part XI, line 7 106,156
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2010:
    a From 2005....... 957,279
    b From 2006....... 793,589
    c From 2007....... 824,683
    d From 2008....... 554,552
    e From 2009....... 559,536
    fTotal of lines 3a through e......... 3,689,639
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 721,215
    a Applied to 2009, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)
    0
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...
    0
    d Applied to 2010 distributable amount..... 106,156
    e Remaining amount distributed out of corpus 615,059
    5 Excess distributions carryover applied to 2010. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 4,304,698
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...
    0
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........
    0
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........
    0
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............
    957,279
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......
    3,347,419
    10 Analysis of line 9:
    a Excess from 2006.... 793,589
    b Excess from 2007.... 824,683
    c Excess from 2008.... 554,552
    d Excess from 2009.... 559,536
    e Excess from 2010.... 615,059
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    DAVID T CHASE
    RHODA L CHASE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    JOHN P REDDING CO CHASE ENTERPRISES
    GOODWIN SQ 225 ASYLUM ST 29TH FL
    HARTFORD,CT06103
    (203) 549-1674
    bThe form in which applications should be submitted and information and materials they should include:
    NO SPECIFIC FORM
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ALZHEIMER'S COMMUNITY CARE
    800 NORTH POINT PKWY
    WEST PALM BEACH,FL334071978
    NONE PUBLIC CHARITY PALM BEACH GALA REFLECTIONS 25,000
    AMERICAN CANCER SOCIETY
    235 SOUTH COUNTY RD SUITE 20
    PALM BEACH,FL334804294
    NONE PUBLIC CHARITY 2011 AMERICAN CANCER SOCIETY BALL 25,000
    AMERICAN DIABETES ASSOCIATION
    PO BOX 1834
    MERRIFIELD,VA221168034
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 500
    AMERICAN FOUNDATION FOR THE BLIND
    2 PENN PLAZA
    NEW YORK,NY101210101
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 100
    AMERICAN HEART ASSOCIATION
    PO BOX 2903
    PALM BEACH,FL334802903
    NONE PUBLIC CHARITY 56TH ANNUAL PALM BEACH HEART BALL 25,000
    AMERICAN HEART ASSOCIATION
    11207 BLUE HERON BLVD NORTH
    ST PETERSBURG,FL337163801
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 850
    AMERICAN KIDNEY FUND
    PO BOX 1837
    MERRIFLED,VA221168037
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 100
    AMERICAN JEWISH COMMITTEE
    PO BOX 170800
    MILWAUKEE,WI532178065
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 100
    AMERICAN LUNG ASSOCIATION OF FLORIDA
    2701 NORTH AUSTRALIAN AVE
    WEST PALM BEACH,FL334074504
    NONE PUBLIC CHARITY 9TH ANNUAL JEWELS OF LIFE BALL 20,000
    AMERICAN LUNG ASSOCIATION OF FLORIDA
    2701 NORTH AUSTRALIAN AVE
    WEST PALM BEACH,FL334074504
    NONE PUBLIC CHARITY SUZY MINKOFF ENDOWMENT FUND 1,000
    AMERICAN PARKINSON DISEASE ASSOCIATION
    27 ALLENDALE DRIVE
    NORTH HAVEN,CT064732112
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 100
    AMERICAN RED CROSS
    825 FERN STREET
    WEST PALM BEACH,FL334015715
    NONE PUBLIC CHARITY 54TH INTERNATIONAL RED CROSS BALL 25,000
    ANTI DEFAMATION LEAGUE
    605 THIRD AVE
    NEW YORK,NY101583560
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 8,333
    ARTHRITIS FOUNDATION
    35 COLD SPRING ROAD
    ROCKY HILL,CT060673166
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 2,500
    ARTHRITIS FOUNDATION
    400 HIBISCUS ST
    WEST PALM BEACH,FL334015822
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 7,500
    BASCOM PALMER EYE INSTITUTE
    900 N W 17TH ST
    MIAMI,FL331016880
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 25,000
    BETH EL TEMPLE
    2626 ALBANY AVE
    WEST HARTFORD,CT061172331
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 100
    BLOOMFIELD ROTARY FOUNDATION
    596-C MOUNTAIN ROAD
    WEST HARTFORD,CT061171830
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 1,500
    B'NAI BRITH INTERNATIONAL
    2020 K STREET NW 7TH FLOOR
    WASHINGTON,DC200061806
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 100
    BUSHNELL
    166 CAPITOL AVE
    HARTFORD,CT061061621
    NONE PUBLIC CHARITY 2010-2011 ANNUAL FUND 5,000
    CAMERA
    PO BOX 35040
    BOSTON,MA021350001
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 100
    CHABAD HOUSE OF GREATER HARTFORD
    2352 ALBANY AVENUE
    WEST HARTFORD,CT061172334
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 31,900
    CHABAD HOUSE OF GREATER HARTFORD
    2352 ALBANY AVENUE
    WEST HARTFORD,CT061172334
    NONE PUBLIC CHARITY CHABAD DINNER 4,400
    CHABAD-LUBAVITCH OF STAMFORD
    770 HIGH RIDGE ROAD
    STAMFORD,CT069052308
    NONE PUBLIC CHARITY VARIOUS PROGRAMS 25,000
    CHABAD-LUBAVITCH OF PORTUGAL
    295 N MAIN ST
    WEST HARTFORD,CT061172674
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 1,800
    CHILDREN'S CANCER RESEARCH FUND
    PO BOX 7006
    ALBERT LEA,MN560078006
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 50
    CHRISTOPHER&DANA REEVE FOUNDATION
    PO BOX 939
    OXON HILL,MD207500939
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 55
    CLEVELAND CLINIC
    9500 EUCLID AVE
    CLEVELAND,OH441950001
    NONE PUBLIC CHARITY CLEVELAND CLINIC FLORIDA BALL FUND 10,000
    CONGREGATION BETH ISRAEL
    701 FARMINGTON AVE
    WEST HARTFORD,CT061191724
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 378
    CONGREGATION BETH ISRAEL
    701 FARMINGTON AVE
    WEST HARTFORD,CT061191724
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 1,800
    CONGREGATION MESIVTA OHEL TORAH
    91 COLLEGE ROAD
    MONSEY,NY109522438
    NONE PUBLIC CHARITY 24TH ANNIVERSARY DINNER JOURNAL CAMPAIGN 500
    CONGREGATION TIKVOH CHADOSHOH
    180 STILL ROAD
    BLOOMFIELD,CT060022272
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 225
    CONNECTICUT APPLESEED
    25 DUDLEY ROAD
    WILTON,CT068973508
    NONE PUBLIC CHARITY NOV 3, 2010 EVENT 500
    CONNECTICUT CHILDREN'S FOUNDATION
    5 OLD WINDSOR ROAD
    BLOOMFIELD,CT060022272
    NONE PUBLIC CHARITY ACES FOR KIDS 2011 TOURNAMENT 500
    CONNECTICUT CHILDREN'S MEDICAL CENTER
    282 WASHINGTON ST
    HARTFORD,CT061063501
    NONE PUBLIC CHARITY "NEW CARE CENTER FOR CANCER&BLOOD DISORDERS" 50,000
    CONNECTICUT OPERA GUILD
    226 FARMINGTON AVE
    HARTFORD,CT061053501
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 150
    CONNECTICUT PUBLIC BROADCASTING INC
    1049 ASYLUM AVE
    HARTFORD,CT061052432
    NONE PUBLIC CHARITY LEARNING LAB 5,000
    CONNECTICUT PUBLIC BROADCASTING INC
    1049 ASYLUM AVE
    HARTFORD,CT061052432
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 100
    CYSTIC FIBROSIS FOUNDATION
    2200 NORTH FLORIDA MANGO ROAD SUITE
    304
    WEST PALM BEACH,FL334096404
    NONE PUBLIC CHARITY SIXTY-FIVE ROSES BALL 25,000
    DANA FARBER CANCER INSTITUTE
    220 SUNRISE AVE SUITE 204
    PALM BEACH,FL334803869
    NONE PUBLIC CHARITY 20TH ANNUAL DISCOVERY BALL 15,000
    DOROT INC
    171 W 85TH ST
    NEW YORK,NY100244400
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 72
    EMANUEL SYNAGOGUE
    160 MOHEGAN DRIVE
    WEST HARTFORD,CT061171421
    NONE PUBLIC CHARITY HERSHFIELD N&I 250
    EASTER SEALS
    213 SOUTH CONGRESS AVE
    WEST PALM BEACH,FL334093823
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 100
    EPILEPSY FOUNDATION
    PO BOX 96727
    WASHINGTON,DC200440096
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 100
    FEED THE CHILDREN INC
    PO BOX 36
    OKLAHOMA CITY,OK731010036
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 30
    FLORENCE GRISWOLD MUSEUM
    96 LYME ST
    OLD LYME,CT063711426
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 500
    FLORENCE GRISWOLD MUSEUM
    96 LYME ST
    OLD LYME,CT063711426
    NONE PUBLIC CHARITY 2010 ANNUAL FUND 500
    FOOD FOR THE POOR INC
    6401 LYONS ROAD
    COCONUT CREEK,FL330733602
    NONE PUBLIC CHARITY ANNUAL FOOD FOR THE POOR 3,000
    FOODSHARE
    450 WOODLAND AVE
    BLOOMFIELD,CT060021424
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 500
    FOUNDATION FOR THE ADVANCEMENT OF CATHOLIC SCHOOLS
    467 BLOOMFIELD AVE
    BLOOMFIELD,CT060021424
    NONE PUBLIC CHARITY ARCHBISHOP'S ANNUAL ST PATRICK'S DAY BREAKFAST 1,000
    FOUNDATION FOR THE ADVANCEMENT OF CATHOLIC SCHOOLS
    467 BLOOMFIELD AVE
    BLOOMFIELD,CT060021424
    NONE PUBLIC CHARITY MEMORY OF ANTHONY FREDERICK BASIL 1,000
    FOUNDATION FOR THE ADVANCEMENT OF CATHOLIC SCHOOLS
    467 BLOOMFIELD AVE
    BLOOMFIELD,CT060021424
    NONE PUBLIC CHARITY HONOR OF JIM&MARY ANN TORGERSON&FAMILY 5,000
    FRIENDS OF AKIM USA INC
    25 W 45TH ST SUITE 1405
    NEW YORK,NY100364606
    NONE PUBLIC CHARITY SPONSOR-A-CHILD 12,500
    FRIENDS OF ISRAEL DISABLED VETS
    PO BOX 1548
    NEW YORK,NY101591545
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 180
    FRIENDS OF THE ISRAEL DEFENSE FORCES
    8177 WGLADES ROAD SUITE 208
    BOCA RATON,FL334344022
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 10,000
    GOVERNOR SAMUEL HUNTINGTON TRUST INC
    PO BOX 231
    SCOTLAND,CT062640231
    NONE PUBLIC CHARITY FOR INTEREST PAYMENTS ON CONSTRUCTION LOAN 12,500
    HADASSAH YOUTH ALIYAH
    740 MAIN ST
    WEST HARTFORD,CT061172480
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 100
    HARTFORD POLICE UNION
    PO BOX 262
    HARTFORD,CT061010262
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 500
    HARTFORD SYMPHONY ORCHESTRA
    99 PRATT ST
    HARTFORD,CT061031629
    NONE PUBLIC CHARITY ANNUAL FUND 5,000
    HARTT SCHOOL OF MUSIC
    200 BLOOMFIELD AVE
    WEST HARTFORD,CT061171545
    NONE PUBLIC CHARITY MOSHE&PAULINE PARANOV SCHOLARSHIP FUND 100
    HEBREW ACADEMY OF GREATER HARTFORD
    53 GABB RD
    BLOOMFIELD,CT060021424
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 18
    HEBREW FREE BURIAL ASSOCIATION
    224 WEST 35TH ST ROOM 300
    NEW YORK,NY100012541
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 100
    HEBREW HEALTH CARE
    1 ABRAHMS BLVD
    WEST HARTFORD,CT061171508
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 100
    HILL STEAD MUSEUM
    35 MOUNTAIN RD
    FARMINGTON,CT060322304
    NONE PUBLIC CHARITY ANNUAL FUND 500
    HOSPITAL FOR SPECIAL CARE
    2150 CORBIN AVE
    NEW BRITAIN,CT060532266
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 100
    HOSPITAL OF CENTRAL CONNECTICUT
    100 GRAND ST
    NEW BRITAIN,CT060502016
    NONE PUBLIC CHARITY FERDINAND FAMILY BIRTHPLACE 500
    INTERNATIONAL SOCIETY OF THE PALM BEACHES
    44 COCOANUT ROW
    PALM BEACH,FL334804005
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 25,000
    ISRAEL CANCER ASSOCIATION USA
    55 SOUTH FLAGLER DR
    WEST PALM BEACH,FL334015932
    NONE PUBLIC CHARITY 2011 GALA 25,000
    ISRAEL SPECIAL KIDS FOUNDATION
    505 EIGHT AVE
    NEW YORK,NY100186505
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 100
    JEWISH CHAUTAQUA
    633 3RD AVE FLOOR 7
    NEW YORK,NY100176790
    NONE PUBLIC CHARITY UNRISTRICTED PURPOSE 100
    JEWISH FEDERATION OF GREATER HARTFORD
    333 BLOOMFIELD AVE
    WEST HARTFORD,CT061171500
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 5,000
    JEWISH FEDERATION OF GREATER HARTFORD
    333 BLOOMFIELD AVE
    WEST HARTFORD,CT061171500
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 200
    JEWISH HISTORICAL SOCIETY OF GREATER HARTFORD
    333 BLOOMFIELD AVE
    WEST HARTFORD,CT061171500
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 360
    JEWISH NATIONAL FUND
    77 FRANKLIN ST
    BOSTON,MA021101510
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 180
    JOSLIN DIABETES CENTER
    ONE JOSLIN PLACE
    BOSTON,MA022155306
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 100
    JUDY DWORIN PERFORMANCE PROJECT
    233 PEARL ST
    HARTFORD,CT061032109
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 100
    JUVENILE DIABETES RESEARCH FOUNDATION
    1450 CENTREPARK BLVD
    WEST PALM BEACH,FL334017429
    NONE PUBLIC CHARITY 2011 GEM OF AN EVENING GALA 25,000
    KINGSWOOD OXFORD
    170 KINGSWOOD ROAD
    WEST HARTFORD,CT061191430
    NONE PUBLIC CHARITY KO FUND 1,000
    KOLEL CHIBAS JERUSALEM
    4802-A 12TH AVE
    BROOKLYN,NY112193002
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 1,000
    KOMEN CONNECTICUT RACE FOR THE CURE
    74 BATTERSON PARK ROAD
    FARMINGTON,CT060322565
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 1,000
    LEUKEMIA & LYMPHOMA SOCIETY
    4360 NORTHLAKE BLVD
    PALM BEACH GARDENS,FL334106274
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 10,000
    LIFE
    6274 LINTON BLVD
    DELRAY BEACH,FL334846508
    NONE PUBLIC CHARITY LADY IN RED 16,500
    LUBAVITCHER YESHIVA ACADEMY
    1148 CONVERSE ST
    LONGMEADOW,MA011061787
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 1,150
    MAKE A WISH FOUNDATION
    PO BOX 97104
    WASHINGTON,DC200907104
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 100
    MARCH OF DIMES
    PO BOX 8972
    TOPEKA,KS666088972
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 100
    MARK TWAIN HOUSE
    351 FARMINGTON AVE
    HARTFORD,CT061054401
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 1,000
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    1275 YORK AVE
    NEW YORK,NY100656007
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 1,000
    MUSCULAR DYSTROPHY ASSOCIATION
    78 EASTERN BLVD
    GLASTONBURY,CT060334325
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 100
    NATIONAL CONFERENCE FOR COMMUNITY & JUSTICE
    1095 DAY HLL RD
    WINDSOR,CT060951782
    NONE PUBLIC CHARITY HUMAN RELATIONS AWARD BANQUET 10,000
    NATIONAL GALLERY OF ART
    2000B SOUTH CLUB DRIVE
    LANDOVER,MD207853228
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 1,000
    NATIONAL GLAUCOMA RESEARCH
    22512 GATEWAY CENTER DR
    CLARKSBURG,MD208712005
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 50
    NATIONAL JEWISH HEALTH
    PO BOX 5898
    DENVER,CO802175898
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 100
    NATIONAL MULTIPLE SCLEROSIS
    659 TOWER AVE
    HARTFORD,CT061121259
    NONE PUBLIC CHARITY UCONN CANCER GOLF FUND 100
    NATIONAL OSTEOPOROSIS FOUNDATION
    1232 22ND NW
    WASHINGTON,DC200371242
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 100
    NEW BRITAIN MUSEUM OF AMERICAN ART
    56 LEXINGTON ST
    NEW BRITAIN,CT060521412
    NONE PUBLIC CHARITY ART PARTY OF THE YEAR 3,333
    NEW BRITAIN MUSEUM OF AMERICAN ART
    56 LEXINGTON ST
    NEW BRITAIN,CT060521412
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 10,000
    NYU LANGONE MEDICAL CENTER
    ONE PARK AVE
    NEW YORK,NY100165802
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 1,000
    OPERATION SMILE
    PO BOX 5017
    HAGERSTOWN,MD217415017
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 100
    OPPORTUNITY INC
    1713 QUAIL DRIVE
    WEST PALM BEACH,FL334094882
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 1,250
    ORT AMERICA
    75 MAIDEN LANE
    NEW YORK,NY100384810
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 1,000
    PAN-MASS CHALLENGE JIMMY FUND
    77 FOURTH AVE
    NEEDHAM,MA024942704
    NONE PUBLIC CHARITY BIKE-A-THON 500
    PALM BEACH FRIENDS OF MDA
    5700 LAKE WORTH ROAD SUITE 107
    LAKE WORTH,FL334634727
    NONE PUBLIC CHARITY "GIFT OF LIFE" 25,000
    PALM BEACH POPS
    500 AUSTRALIAN AVE S
    WEST PALM BEACH,FL334016223
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 5,000
    PALM BEACH ROUND TABLE
    44 COCOANUT ROW
    PALM BEACH,FL334803869
    NONE PUBLIC CHARITY SCHOLARSHIP PROGRAM 10,000
    PALM BEACH SYNAGOGUE
    120 NORTH COUNTY ROAD
    PALM BEACH,FL334803917
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 1,000
    PLANNED PARENTHOOD
    PO BOX 96771
    WASHINGTON,DC200906771
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 100
    POLISH AMERICAN FOUNDATION OF CONNECTICUT
    27 GROVE HILL
    NEW BRITAIN,CT060521304
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 1,000
    RABBINICAL COLLEGE OF AMERICA
    226 SUSSEX AVE
    MORRISTOWN,NJ079621996
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 75,500
    RICHARD DAVID KANN MELANOMA FOUNDATION
    621 CLEARWATER PARK RD
    WEST PLAM BEACH,FL334016233
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 5,000
    SAINT FRANCIS FOUNDATION
    95 WOODLAND ST
    HARTFORD,CT061051230
    NONE PUBLIC CHARITY UCONN CANCER GOLF FUND 100
    SAINT JUDE CHILDREN'S RESEARCH HOSPITAL
    PO BOX 50
    MEMPHIS,TN381095058
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 110
    SCHOOL OF THE ARTS FOUNDATION
    PO BOX 552
    WEST PALM BEACH,FL334020552
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 1,020
    SISTERHOOD CONGREGATION BETH ISRAEL
    701 FARMINGTON AVE
    WEST HARTFORD,CT061191724
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 55
    SMITHSONIAN INSTITUTION
    PO BOX 9016
    PITTSFIELD,MA012029016
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 150
    SOLOMON SCHECHTER DAY SCHOOL OF GREATER HARTFORD
    26 BUENA VISTA ROAD
    WEST HARTFORD,CT061073216
    NONE PUBLIC CHARITY SCHOLARSHIP FUND 500
    SOLOMON SCHECHTER DAY SCHOOL OF GREATER HARTFORD
    26 BUENA VISTA ROAD
    WEST HARTFORD,CT061073216
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 180
    STOCKTON COLLEGE FOUNDATION
    PO BOX 195
    POMONA,NJ082400195
    NONE PUBLIC CHARITY SUPPORT OF THE HOLOCAUST RESOURCE CENTER 1,000
    TEMPLE BETH TEFILAH
    465 OAK ST
    EAST HARTFORD,CT061183066
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 300
    TRI COUNTY HUMANE SOCIETY
    21287 BOCA RIO RD
    BOCA RATION,FL334332203
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 1,000
    UCONN FOUNDATION
    10 TALCOTT NOTCH ROAD
    FARMINGTON,CT060321800
    NONE PUBLIC CHARITY 34TH UCONN CANCER RESEARCH GOLF TOURNAMENT 1,000
    UCONN FOUNDATION
    2390 ALUMNI DR
    STORRS,CT062693206
    NONE PUBLIC CHARITY HEALTH CENTER 10,000
    UCONN SCHOOL OF DENTAL MEDICINE
    263 FARMINGTON AVE
    FAMRINGTON,CT060321800
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 100
    UNITED WAY
    30 LAUREL ST
    HARTFORD,CT061061374
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 10,000
    UNIVERSITY OF HARTFORD
    200 BLOOMFIELD AVE
    WEST HARTFORD,CT061171545
    NONE PUBLIC CHARITY HARTT CELEBRATION 25,000
    WEST HARTFORD POLICE OFFICERS ASSOCIATION
    103 RAYMOND ROAD
    WEST HARTFORD,CT061171545
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 50
    WORLD JEWISH CONGRESS
    PO BOX 90400
    WASHINGTON,DC200900400
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 36
    WXEL GARNET
    PO BOX 6607
    WEST PALM BEACH,FL334050607
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 5,000
    ZIONIST ORGANIZATION
    4 E 34TH ST
    NEW YORK,NY100164333
    NONE PUBLIC CHARITY UNRESTRICTED PURPOSE 100
    Total .................................bullet 3a 720,415
    bApproved for future payment
    Total ..................................bullet 3b 0
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 88,284  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 26,443  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 114,727 0
    13Total. Add line 12, columns (b), (d), and (e)...................
    13114,727
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    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 taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2010)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2010
    Name of organization
    RHODA & DAVID CHASE FAMILY FOUNDATION INC
     
    Employer identification number

    06-1499922
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule—
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
    Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part I
    Name of organization
    RHODA & DAVID CHASE FAMILY FOUNDATION INC
     
    Employer identification number

    06-1499922
    Part I
    Contributors (see Instructions)
         
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
    1
     
     

    DAVID T CHASE    
    C/O CHASE ENTERPRISES GOODWIN SQ 22
       
    HARTFORD, CT   06103

    $7,500




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
    2
     
     

    ONE FORDHAM PLAZA LLC    
    C/O CHASE ENTERPRISES GOODWIN SQ 22
       
    HARTFORD, CT   06103

    $115,000




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
    3
     
     

    RHODA L CHASE    
    C/O CHASE ENTERPRISES GOODWIN SQ 22
       
    HARTFORD, CT   06103

    $500,000




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  




    (Complete Part II if there is
    a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part II
    Name of organization
    RHODA & DAVID CHASE FAMILY FOUNDATION INC
     
    Employer identification number

    06-1499922
    Part II
    Noncash Property (see Instructions)
         
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part III
    Name of organization
    RHODA & DAVID CHASE FAMILY FOUNDATION INC
     
    Employer identification number

    06-1499922
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2010 AccountingFeesSchedule
    Name:
    RHODA & DAVID CHASE FAMILY FOUNDATION INC
    EIN: 06-1499922
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEES 7,500 6,750   750

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    RHODA & DAVID CHASE FAMILY FOUNDATION INC
    EIN: 06-1499922
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BANK OF AMERICA CORP 149,170 154,655
    HSBC HOLDINGS PLC 100,000 101,720

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    RHODA & DAVID CHASE FAMILY FOUNDATION INC
    EIN: 06-1499922
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SIRIUS XM RADIO INC 1,021,511 302,000
    UIL HOLDINGS CORPORATION 1,074,020 1,317,200
    CON EDISON 0 0

    TY 2010 OtherAssetsSchedule
    Name:
    RHODA & DAVID CHASE FAMILY FOUNDATION INC
    EIN: 06-1499922
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DUE FROM RABBINICAL COLLEGE OF AMERICA      
    DUE FROM RABBINICAL COLLEGE OF AMERICA 25,000 25,000 25,000


    TY 2010 OtherExpensesSchedule
    Name:
    RHODA & DAVID CHASE FAMILY FOUNDATION INC
    EIN: 06-1499922
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT RELATED FEES 60 60   0
    FILING FEE 50 0   50