Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
The Fund For Greater Hartford
 

Number and street (or P.O. box number if mail is not delivered to street address)543 Prospect Avenue   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Hartford, CT06105
A Employer identification number

06-0759107
B Telephone number (see instructions)

(860) 232-3113
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$17,415,043J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 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)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 277,259 277,259  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,374,267
b Gross sales price for all assets on line 6a 10,305,222
7 Capital gain net income (from Part IV, line 2)... 2,374,267
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........ 2,651,526 2,651,526  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 113,850     113,850
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 40,796     40,796
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 10,122     10,122
c Other professional fees (attach schedule).... Click to see attachment 64,844 59,408   5,436
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 64,889     8,894
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 29,323     29,323
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 323,824 59,408   208,421
25 Contributions, gifts, grants paid........ 591,629 599,129
26 Total expenses and disbursements. Add lines 24 and 25 915,453 59,408   807,550
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,736,073
b Net investment income (if negative, enter -0-) 2,592,118
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
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............... 13,056 15,913 15,913
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 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........... 7,001 5,169 5,169
10a Investments—U.S. and state government obligations (attach schedule) 641,420 Click to see attachment603,839 603,839
b Investments—corporate stock (attach schedule)........ 11,136,849 Click to see attachment13,026,356 13,026,356
c Investments—corporate bonds (attach schedule)........ 3,494,828 Click to see attachment3,507,318 3,507,318
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 254,794 Click to see attachment256,448 256,448
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,547,948 17,415,043 17,415,043
Liabilities 17 Accounts payable and accrued expenses.......... 809 1,225
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment17,500 Click to see attachment10,000
23 Total liabilities (add lines 17 through 22).......... 18,309 11,225
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 15,442,272 17,306,035
25 Temporarily restricted................ 86,367 96,783
26 Permanently restricted................ 1,000 1,000
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).................... 15,529,639 17,403,818
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 15,547,948 17,415,043
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 15,529,639
2 Enter amount from Part I, line 27a..................... 2 1,736,073
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 138,106
4 Add lines 1, 2, and 3.......................... 4 17,403,818
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 17,403,818
Form 990-PF (2013)
Form 990-PF (2013)
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 Publicly Traded Securities P 2013-09-13 2013-09-13
b
c
d
e
(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 10,305,222   7,930,955 2,374,267
b
c
d
e
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       2,374,267
b
c
d
e
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 2,374,267
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 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))
2012 820,059 14,900,020 0.05504
2011 979,712 15,068,154 0.06502
2010 844,467 15,154,997 0.05572
2009 882,751 13,535,837 0.06522
2008 952,415 16,151,933 0.05897
2 Total of line 1, column (d) ...................... 2 0.29996
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 0.05999
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 16,234,274
5 Multiply line 4 by line 3....................... 5 973,927
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 25,921
7 Add lines 5 and 6......................... 7 999,848
8 Enter qualifying distributions from Part XII, line 4.............. 8 807,550
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.
Form 990-PF (2013)
Form 990-PF (2013)
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 51,842
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  
3 Add lines 1 and 2............................ 3 51,842
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 51,842
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 52,605
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 52,605
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 10 763
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet763 RefundedBullet 11  
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
 
No
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
     
    No
    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 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 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    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 instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletwww.fundforgreaterhartford.org
    14
    The books are in care ofbulletThe Fund For Greater Hartford Telephone no.bullet (860) 232-3113
    Located atbullet543 Prospect AvenueHartfordCT ZIP+4bullet061052922
    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 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See 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 (2013)
    Form 990-PF (2013)
    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 2013?.............
    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 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    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 instructions.) ..............
    2b
     
    No
    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 2013 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 2013.)....................
    3b
     
    No
    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 2013?
    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 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 instructions)? ......
    5b
     
    No
    .........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
     
    No
    Form 990-PF (2013)
    Form 990-PF (2013)
    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 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
    Kate Miller Executive Direc
    40.00     		113,850 14,801 25,995
    543 Prospect Ave
    Hartford,CT06105
    Estela Lopez Vice-President
    2.00     		0    
    543 Prospect Ave
    Hartford,CT06105
    Jan-Gee McCollam President
    2.00     		0    
    543 Prospect Ave
    Hartford,CT06105
    David EA Carson Treasurer
    2.00     		0    
    543 Prospect Ave
    Hartford,CT06105
    Raymond S Andrews Jr Trustee
    2.00     		0    
    543 Prospect Ave
    Hartford,CT06105
    Christopher Aroh Trustee
    2.00     		0    
    543 Prospect Ave
    Hartford,CT06105
    Maria Pietrantuono Trustee
    2.00     		0    
    543 Prospect Ave
    Hartford,CT06105
    Sanford Cloud Jr Trustee
    2.00     		0    
    543 Prospect Ave
    Hartford,CT06105
    Judge Nina Elgo Trustee
    2.00     		0    
    543 Prospect Ave
    Hartford,CT06105
    Dr Heidi Hadsell Trustee
    2.00     		0    
    543 Prospect Ave
    Hartford,CT06105
    Judge Raheem Mullins Trustee
    2.00     		0    
    543 Prospect Ave
    Hartford,CT06105
    Milagros Saldana Cruz Trustee
    2.00     		0    
    543 Prospect Ave
    Hartford,CT06105
    Anita Ford Saunders Trustee
    2.00     		0    
    543 Prospect Ave
    Hartford,CT06105
    Toni Smith-Rosario Trustee
    2.00     		0    
    543 Prospect Ave
    Hartford,CT06105
    2 Compensation of five highest-paid employees (other than those included on line 1—see 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  
    3 Five highest-paid independent contractors for professional services (see 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.............bullet  
    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 (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see 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.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see 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
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    811,714
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    51,842
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    51,842
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    759,872
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    759,872
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    759,872
    Part XII
    Qualifying Distributions (see 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
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
     
    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 instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    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 (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 759,872
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 153,124
    b From 2009....... 211,855
    c From 2010....... 118,631
    d From 2011....... 233,530
    e From 2012....... 85,197
    fTotal of lines 3a through e......... 802,337
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 807,550
    a Applied to 2012, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 759,872
    e Remaining amount distributed out of corpus 47,678
    5 Excess distributions carryover applied to 2013.    
    (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 5 850,015
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		153,124
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		696,891
    10 Analysis of line 9:
    a Excess from 2009.... 211,855
    b Excess from 2010.... 118,631
    c Excess from 2011.... 233,530
    d Excess from 2012.... 85,197
    e Excess from 2013.... 47,678
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see 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 2013, 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) 2013 (b) 2012 (c) 2011 (d) 2010
             
    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 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).)
    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 or e-mail address of the person to whom applications should be addressed:
    Kate Miller- Executive Director
    543 Prospect Ave
    Hartford,CT06105
    (860) 232-3113
    www.fundforgreaterhartford.org
    bThe form in which applications should be submitted and information and materials they should include:
    Applications are provided by The Fund For Greater Hartford requiring a description of the organization and justification of need. Also required are the applicants name, address, and telephone number
    cAny submission deadlines:
    Applications rec'd 6 weeks before qtrly Exec Comm meetings
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    The applicant must be in Hartford, Middlesex,or Tolland County. No contributions are made to individuals or endowments
    Form 990-PF (2013)
    Form 990-PF (2013)
    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
    Achieve Hartford
    221 Main St
    Hartford,CT06106     		None   Education 10,000
    Ballet Theatre Company
    20 Jefferson Ave
    West Hartford,CT06017     		None   Arts 4,000
    ConnectiKids Inc
    814 Asylum Ave
    Hartford,CT06105     		None   Education 8,000
    Families In Crisis
    60 Popieluszko Court
    Hartford,CT06106     		None   Health and Social Services 10,000
    Grace Academy
    277 Main St
    Hartford,CT06106     		None   Education 5,000
    Literacy Volunteers of Central CT
    20 High St
    New Britain,CT06051     		None   Health and Social Services 10,000
    Middletown Public Schools Cultural
    311 Hunting Hill Ave
    Middletown,CT06437     		None   Arts 5,000
    Family Life Education Inc
    30 Arbor St South
    Hartford,CT06106     		None   Health and Social Services 10,000
    Achievement First Inc
    407 James St
    New Haven,CT06513     		None   Education 10,000
    Boy's and Girl's Club of Hartford
    170 Sigourney St
    Hartford,CT06105     		None   Summer Program 3,000
    Camp Courant
    285 Broad St
    Hartford,CT06115     		None   Summer Program 3,000
    Childrens Law Center of Connecticut
    30 Arbor St South
    Hartford,CT06106     		None   Health and Social Services 10,000
    Christian Activities Council
    47 Vine St
    Hartford,CT06112     		None   Summer Program 3,000
    Compass Youth Collaborative
    55 Airport Rd
    Hartford,CT06114     		None   Education 12,000
    Educational Resources for Children
    50 Post Office Rd
    Enfield,CT06082     		None   Summer Program 3,000
    Heartbeat Ensemble
    233 Pearl St
    Hartford,CT06103     		None   Arts 4,000
    Leadership Greater Hartford
    30 Laurel St
    Hartford,CT06106     		None   Health and Social Services 10,000
    Local Initiatives Support Corp
    227 Lawrence St
    Hartford,CT06106     		None   Community Development 10,000
    Mark Twain House
    351 Farmington Ave
    Hartford,CT06105     		None   Education 5,000
    Middlesex County Coalition on Housi
    100 Riverview Ctr
    Middletown,CT06457     		None   Community Development 4,000
    North End Action Team
    654 Main St
    Middletown,CT06457     		None   Community Development 10,000
    Organized Parents Make A Difference
    350 Farmington Ave
    Hartford,CT06105     		None   Summer Program 3,000
    Teach for America
    142 Temple St
    New Haven,CT06510     		None   Education 7,500
    Village for Families and Children
    1680 Albany Ave
    Hartford,CT06105     		None   Summer Program 3,000
    Watkinson School
    180 Bloomfield
    Hartford,CT06105     		None   Hispanic Program 15,000
    Charter Oak Cultural Center
    21 Charter Oak Ave
    Hartford,CT06106     		None   Arts 5,000
    The Center for Children's Advocacy
    65 Elizabeth St
    Hartford,CT06105     		None   Health and Social Services 10,000
    Brain Injury Association of Connect
    200 Day Hill Rd
    Windsor,CT06095     		None   Health and Social Services 5,000
    Connecticut Science Center
    250 Columbus Blvd
    Hartford,CT06103     		None   Education 7,500
    Covenant to Care for Children
    120 Mountain Ave
    Bloomfield,CT06002     		None   Health and Social Services 10,000
    Ebony Horsewomen Inc
    337 Vine St
    Hartford,CT06112     		None   Health and Social Services 10,000
    Interval House
    PO Box 340207
    Hartford,CT06134     		None   Health and Social services 10,000
    Local Initiatives Support Corp
    227 Lawrence St
    Hartford,CT06106     		None   Community Development 10,000
    Manchester Area Conference of Churc
    460 Main St
    Manchester,CT06045     		None   Health and Social Services 5,000
    Organized Parents Make A Difference
    350 Farmington Ave
    Hrtford,CT06105     		None   Education 6,000
    Cultural Dance Group of the West In
    2998 Main St
    Hartford,CT06120     		None   Arts 3,000
    East Catholic High School
    115 New State Rd
    Manchester,CT06040     		None   Hispanic Program 5,000
    Northwest Catholic High School
    290 Wampanaog Dr
    West Hartford,CT06117     		None   Hispanic Program 25,000
    Watkinson School
    180 Bloomfield Ave
    Hartford,CT06105     		None   Summer Program 2,000
    Greater Hartford Arts Council
    100 Pearl St
    Hartford,CT06103     		None   Arts 50,000
    CT Women's Education Legal Fund
    PO Box 261087
    Hartford,CT06126     		None   Health and Social Services 5,000
    Knox Parks Foundation
    75 Laurel St
    Hartford,CT06106     		None   Community Development 9,570
    New England Air Museum
    36 Perimeter Rd
    Winsor Locks,CT06096     		None   Education 5,000
    Our Piece of the Pie
    20-28 Sargeant St
    Hartford,CT06105     		None   Health and Social Services 10,000
    YWCA Hartford Region
    135 Broad St
    Hartford,CT06105     		None   Health and Social Services 7,500
    Oddfellows Playhouse
    128 Washington St
    Middletown,CT06457     		None   Arts 4,000
    Spectrum In Motion
    233 Pearl St 22
    Hartford,CT06103     		None   Arts 5,000
    Connecticut Radio Information Syste
    315 Windsor Ave
    Windsor,CT06095     		None   Health and Social Services 5,000
    Hartford Consortium for Higher Educ
    31 Pratt St
    Hartford,CT06103     		None   Education 7,500
    Sea Research Foundation
    55 Coogan Blvd
    Mystic,CT06355     		None   Education 7,000
    The Discovery Center
    790 Farmington Ave
    Farmington,CT06032     		None   Education 5,000
    Boy's and Girl's Club of Hartford
    170 Sigourney St
    Hartford,CT06105     		None   Health and Social Service 10,000
    Foodshare
    450 Woodland Ave
    Bloomfield,CT06002     		None   Health and Social Service 20,000
    Gifts of Love
    35 East Main St
    Avon,CT06001     		None   Health and Social Services 5,000
    Hartford Food System
    86 Park St
    Hartford,CT06106     		None   Health and Social Service 5,000
    My Sisters' Place
    237 Hamilton St
    Hartford,CT06106     		None   Health and Social Services 10,000
    Network Against Domestic Abuse of N
    139 Hazard Ave Bldg 3-9
    Enfield,CT06082     		None   Health and Social Service 7,500
    Prudence Crandall Center for Women
    PO Box 895
    New Britain,CT06050     		None   Health and Social Service 10,000
    South Park Inn
    75 Main St
    Hartford,CT06106     		None   Health and Social Service 7,500
    Youth United for Survival
    PO Box 261140
    Hartford,CT06126     		None   Health and Social Service 8,000
    HARC
    900 Asylum Ave
    Hartford,CT06105     		None   Summer Program 3,000
    Spectrum in Motion
    233 Pearl St 22
    Hartford,CT06103     		None   Summer Program 3,000
    YWCA Hartford Region
    135 Broad St
    Hartford,CT06115     		None   Summer Program 1,000
    Camp Courant
    285 Broad St
    Hartford,CT06115     		None   Memorial Fund 4,346
    Camp Courant
    285 Broad St
    Hartford,CT06115     		None   Spellacy Fund 213
    CONCORA
    233 Pearl St
    Hartford,CT06103     		None   Arts 4,000
    Hands On Hartford
    330 Main St
    Hartford,CT06106     		None   Health and Social Services 5,000
    Hartford Public Library
    500 Main St
    Hartford,CT06103     		None   Education 7,500
    Hill-Stead Museum
    35 Mountain Rd
    Farmington,CT06032     		None   Arts 4,000
    House Of Bread
    1453 Main St
    Hartford,CT06120     		None   Health and Social Services 5,000
    Kinsella Arts Inc
    43 Vernon St
    Hartford,CT06106     		None   Education 5,000
    Amistad Center for Culture and Art
    600 Main St
    Hartford,CT06103     		None   Arts 5,000
    New Britain Youth Theater
    19 Chestnut Street
    New Britain,CT06051     		None   Arts 5,000
    American School for the Deaf
    139 North Main St
    West Hartford,CT06107     		None   Health and Social Services 10,000
    CURET
    1443 Albany Ave
    Hartford,CT06112     		None   Summer Program 3,000
    Capital Workforce Partners Inc
    One Union Place
    Hartford,CT06103     		None   Health and Social Services 7,500
    Middlesex Coaltion for Children
    100 Riverview Center
    Middletown,CT06457     		None   Health and Social Services 7,500
    Jumpstart for Young Children
    308 Congress St
    Boston,MA02210     		None   Education 5,000
    National Alliance on Mental Illness
    576 Farmington Ave
    Hartford,CT06105     		None   Health and Social Services 5,000
    Noah Webster House
    227 South Main St
    West Hartford,CT06107     		None   Education 5,000
    The Main Street Singers
    90 Main St
    New Britain,CT06051     		None   Arts 2,000
    Total .................................bullet 3a 591,629
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    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 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....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 277,259  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    1 2,374,267  
    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)..   2,651,526  
    13Total. Add line 12, columns (b), (d), and (e)..................
    132,651,526
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    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
    Sign Here
    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
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID: 13000170
    Software Version: 2013v3.1


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    The Fund For Greater Hartford
    EIN: 06-0759107
    Software ID:13000170
    Software Version:2013v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bookkeeping & payroll 10,122 0 0 10,122

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    The Fund For Greater Hartford
    EIN: 06-0759107
    Software ID:13000170
    Software Version:2013v3.1
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Jefferson Pilot 4.75% 1/30/14 50,158 50,158
    BP Cap Mkts 3.2% 3/11/16 105,008 105,008
    Bottling Group LLC 5.5% 4/1/16 110,163 110,163
    Target Corp 5.875% 7/15/16 112,528 112,528
    Pimco High Yield #108 Instl 498,538 498,538
    Pimco Foreign Bond 305,542 305,542
    Deutsche Telekom 5.75% 3/23/16 109,796 109,796
    Bank of America 2% 1/11/18 99,823 99,823
    Total Capital Canada 1.45% 1/15/18 98,861 98,861
    Wells Fargo 1.5% 1/16/18 99,354 99,354
    JP Morgan Chase 1.8% 1/25/18 99,122 99,122
    Vodaphone Group 1.5% 2/19/18 97,499 97,499
    General Electric Cap Corp 98,938 98,938
    Bank of Nova Scotia 1.45% 4/25/18 97,188 97,188
    Citigroup Inc 1.75% 5/1/18 98,329 98,329
    Texas Instruments 1% 5/1/18 95,929 95,929
    Fidelity Floating Rate High Income 329,372 329,372
    Fidelity Convertible Securities 170,531 170,531
    IShares Floating Rate Bond ETF 306,095 306,095
    PIMCO Emerging Mkts Bond 65,808 65,808
    PIMCO Investment Grade 159,056 159,056
    State Bank of India ,75% 9/14/15 99,881 99,881
    Discover Bank .75% 9/18/15 99,873 99,873
    Ally Bank .85% 9/25/15 99,926 99,926

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    The Fund For Greater Hartford
    EIN: 06-0759107
    Software ID:13000170
    Software Version:2013v3.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Ashal Kasel Corp (1390 shs) 21,795 21,795
    Dupont EI deNemours (1185 shs) 76,990 76,990
    Royal DSM NV ADR (1125 shs) 22,152 22,152
    Toto Limited ADR (1050 shs) 33,307 33,307
    Boeing Co (620 shs) 84,624 84,624
    Bombardier Inc CL B (8375 shs) 36,431 36,431
    Cummins Inc (550 shs) 78,238 78,238
    Deere & Co (225 shs) 20,549 20,549
    Dover Corp (585 shs) 56,476 56,476
    European Aero Defense (1780 shs) 34,222 34,222
    Komatsu Ltd (1300 shs) 26,432 26,432
    Stericycle Inc (795 shs) 92,355 92,355
    3M Co (385 shs) 53,996 53,996
    United Parcel Svc CL B (660 shs) 69,353 69,353
    United Tech (440 shs) 50,072 50,072
    Daimler AG Ord (570 shs) 49,545 49,545
    Adidas AG Sponsored ADR (410 shs) 26,169 26,169
    Coach Inv (1000 shs) 56,130 56,130
    Genuine Parts (1410 shs) 117,298 117,298
    Home Depot (1030 shs) 84,810 84,810
    McDonalds (770 shs) 74,713 74,713
    Omnicom Group (1330 shs) 98,912 98,912
    Porsche Automobile Hldg (3010 shs) 31,382 31,382
    Priceline Com Inc (20 shs) 23,248 23,248
    TJX Cos (1525 shs) 97,188 97,188
    Wpp PLC ADR (250 shs) 28,715 28,715
    CVS (1095 shs) 78,369 78,369
    Coca-Cola Enterprises (470 shs) 20,741 20,741
    Costco (610 shs) 72,602 72,602
    General Mills (1140 shs) 56,897 56,897
    Heineken NV ADR (1090 shs) 36,858 36,858
    Monster Beverage 370 shs) 25,075 25,075
    Philip Morris Intl (505 shs) 44,001 44,001
    Wal-Mart (305 shs) 24,001 24,001
    Chevron (875 shs) 109,296 109,296
    Conoco Phillips (1150 shs) 81,248 81,248
    ExxonMobil (900 shs) 91,080 91,080
    National Oilwell Varco Inc (235 shs) 18,690 18,690
    Occidental Petroleum (745 shs) 70,850 70,850
    Phillips 66 (450 shs) 34,708 34,708
    Repsol YPF SA ADR (1035 shs) 26,128 26,128
    Schlumberger (1410 shs) 127,055 127,055
    Suncor Energy Inc (920 shs) 32,246 32,246
    Technip ADR (1170 shs) 28,157 28,157
    Tesco PLC ADR (1965 shs) 32,645 32,645
    American Express Inc (265 shs) 24,044 24,044
    A X A ADR (1120 shs) 31,190 31,190
    Berkshire Hathaway CL B (490 shs) 58,094 58,094
    Capital One Financial (1180 shs) 90,400 90,400
    Chubb Corp (1500 shs) 144,945 144,945
    Dbs Group Holdings ADR (430 shs) 23,295 23,295
    Deutsche Boerse ADR (2955 shs) 24,512 24,512
    Discover Financial Services (1680 shs) 93,996 93,996
    Icap PLC ADR (1960 shs) 29,320 29,320
    Ishares Gold Trust (6405 shs) 74,810 74,810
    JP Morgan Chase (2045shs) 119,592 119,592
    Julius Baer Group Ltd (3970 shs) 38,247 38,247
    Prudential Financial (1155 shs) 106,514 106,514
    Charles Schwab Corp (980 shs) 25,480 25,480
    Sony Finl Hldgs ADR (1360 shs) 24,766 24,766
    State Street Corp (1275 shs) 93,572 93,572
    US Bancorp Del (2915 shs) 117,766 117,766
    Wells Fargo & Co (2819 shs) 127,574 127,574
    Abbott Labs (2070 shs) 79,343 79,343
    Express Scripts (2165 shs) 152,070 152,070
    Gilead Sciences (2050 shs) 153,955 153,955
    Kao Corp Sponsored ADR (1100 shs) 34,641 34,641
    Novartis ADR (470 shs) 37,778 37,778
    Perrigo Co (435 shs) 66,755 66,755
    Roche Hldg Ltd ADR (620 shs) 43,432 43,432
    Thermo Fisher Scientific (765 shs) 85,183 85,183
    UnitedHealth Group Inc (400 shs) 30,120 30,120
    Varian Med Sys Inc (465 shs) 36,126 36,126
    Apple (280 shs) 157,086 157,086
    Cap Gemini SA ADR (1620 shs) 54,835 54,835
    Cognizant Technology Solutions (765 shs) 77,250 77,250
    EMC Corp (3495 shs) 87,899 87,899
    Ebay Inc (675 shs) 37,034 37,034
    Gea Group AG (585 shs) 27,891 27,891
    Google Inc CL A (150 shs) 168,106 168,106
    Intel Corp (2140 shs) 55,544 55,544
    Microsoft Corp (2640 shs) 98,762 98,762
    Motorola Solutions Inc (1350 shs) 91,125 91,125
    Oracle Corporation (2310 shs) 88,381 88,381
    Qualcomm Inc (2125 shs) 157,781 157,781
    Sap Aklengesellschaft ADR (480 shs) 41,827 41,827
    Secom Ltd ADR (2390 shs) 36,041 36,041
    Verisk Analytics (385 shs) 25,302 25,302
    Visa Inc Cl A (190 shs) 42,309 42,309
    ATT Inc (570 shs) 20,041 20,041
    Verizon Communications (345 shs) 16,953 16,953
    Vodaphone Group PLC (1045 shs) 41,079 41,079
    Columbia Acorn CL Z (10783 units) 402,428 402,428
    Fidelity Small Cap Disc. (25631 units) 801,240 801,240
    Oppenheimer Developing Mkts (33408 unit) 1,254,823 1,254,823
    Pimco Comm Real Rtn (28982 units) 159,112 159,112
    Principal Midcap Blend Inst (68337 unit) 1,400,225 1,400,225
    SPDR Gold Trust (575 units) 66,769 66,769
    Thornburg Intl Value (21694 units) 695,514 695,514
    Vanguard REIT ETF (2040 units) 131,702 131,702
    RPM International (460 shs) 19,095 19,095
    Sealed Air Corp (610 shs) 20,771 20,771
    Toray Inds (315 shs) 21,818 21,818
    Weyerhaeuser Co (565 shs) 17,837 17,837
    Cleco Corp (365 shs) 17,016 17,016
    Eaton Corp PLC 18,269 18,269
    Emerson Electric (270 shs) 18,949 18,949
    General Electric (660 shs) 18,500 18,500
    Koninklijke Phillips (595 shs) 21,997 21,997
    Middleby Corp (80 shs) 19,178 19,178
    Mitsui & Co Ltd (95 shs) 26,483 26,483
    Raytheon Co (235 shs) 21,315 21,315
    Teleflex Inc (205 shs) 19,241 19,241
    TE Connectivity (420 shs) 23,146 23,146
    Toro Co (305 shs) 19,398 19,398
    Accor SA 43,531 43,531
    Aisin Seiki Co Ltd (515 shs) 20,922 20,922
    Ford Motor Co (975 shs) 15,044 15,044
    Goodyear Tire & Rubber (1095 shs) 26,116 26,116
    Harman Intl Inds Inc 38,060 38,060
    IShares US Home Construction (3285 shs) 81,534 81,534
    Lymh Moet Hennessey (885 shs) 32,341 32,341
    Stanley Black & Decker (210 shs) 16,945 16,945
    Tractor Supply Co (470 shs) 36,463 36,463
    Kroger Corp (770 shs) 30,438 30,438
    MolsonCoors Brewing (325 shs) 18,249 18,249
    Pepsico (330 shs) 27,370 27,370
    PriceSmart Inc 20,797 20,797
    Proctor & Gamble (940 shs) 76,526 76,526
    Seven & I Hldgs Co (535 shs) 42,554 42,554
    Ensco PLC (270 shs) 15,439 15,439
    Apache Corp 21,485 21,485
    EOG Resources Inc (230 shs) 38,603 38,603
    Gulfport Energy Corp (270 shs) 17,045 17,045
    Spectra Energy (455 shs) 16,207 16,207
    BB & T Corp (485 shs) 18,100 18,100
    Banco Bilboa (2110 shs) 26,143 26,143
    Barclays PLC (1755 shs) 31,818 31,818
    Brookfield Office Properties (960 shs) 18,480 18,480
    CME Group (220 shs) 17,261 17,261
    Cullen Frost Bankers (225 shs) 16,747 16,747
    Fidelity Natl Title Group (640 shs) 20,768 20,768
    First Rep Bk San Francisco (365 shs) 19,108 19,108
    MT & T Bk Corp (375 shs) 43,658 43,658
    Marketaxes Hldgs Inc (295 shs) 19,744 19,744
    Metlife Inc (475 shs) 25,612 25,612
    Mitsubishi Estate ADR (1300 shs) 38,900 38,900
    National Health Investors Inc (285 shs) 15,989 15,989
    Proassurance Corp (355 shs) 17,210 17,210
    Redwood Trust Inc REIT (975 shs) 18,886 18,886
    SVB Financial Group (170 shs) 17,826 17,826
    Signature Bk New York NY (190 shs) 20,410 20,410
    Sumitomo Mitsui Finl Group (2070 shs) 21,714 21,714
    Abbvie Inc (375 shs) 19,804 19,804
    Actavis PLC (620 shs) 104,160 104,160
    Amgen Inc (405 shs) 46,202 46,202
    Becton Dickinson (160 shs) 17,678 17,678
    Biogen Idec, Inc (70 shs) 19,570 19,570
    Cardinal Health Inc (325 shs) 21,713 21,713
    Calgene Corp (235 shs) 39,707 39,707
    Cubist Pharmaceuticals (260 shs) 17,906 17,906
    Ipsen SA Sponsored ADR 20,657 20,657
    Johnson & Johnson Inc (365 shs) 33,430 33,430
    Mednax Inc (330 shs) 17,615 17,615
    Pfizer Inc (575 shs) 17,612 17,612
    Shire PLC (220 shs) 31,084 31,084
    Check Point Software Tech (425 shs) 27,412 27,412
    Cisco Systems (1580 shs) 35,439 35,439
    Gartner Group Inc (255 shs) 18,118 18,118
    Hitachi Limited (525 shs) 39,760 39,760
    Taiwan Semiconductor Mfg (2065 shs) 36,014 36,014
    Tyler Technologies (200 shs) 20,426 20,426
    American Movil sab De (1095 shs) 25,590 25,590
    Nippon Tele & Tel Corp (1475 shs) 39,884 39,884
    TELE2 Ab ADR (3325 shs) 18,856 18,856
    Powershares ETF Tr (10565 units) 350,335 350,335

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    The Fund For Greater Hartford
    EIN: 06-0759107
    Software ID:13000170
    Software Version:2013v3.1
    US Government Securities - End of Year Book Value:

    603,839
    US Government Securities - End of Year Fair Market Value:

    603,839
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2013 InvestmentsOtherSchedule2
    Name:
    The Fund For Greater Hartford
    EIN: 06-0759107
    Software ID:13000170
    Software Version:2013v3.1
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Jones Lang Lasalle Inc Prop Trust FMV 256,448 256,448

    TY 2013 OtherExpensesSchedule
    Name:
    The Fund For Greater Hartford
    EIN: 06-0759107
    Software ID:13000170
    Software Version:2013v3.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Dues and subscriptions 4,796     4,796
    Insurance 2,668     2,668
    Meetings 6,964     6,964
    Office expense 7,335     7,335
    Rental Expenses 7,560     7,560


    TY 2013 OtherLiabilitiesSchedule
    Name:
    The Fund For Greater Hartford
    EIN: 06-0759107
    Software ID:13000170
    Software Version:2013v3.1
    Description Beginning of Year - Book Value End of Year - Book Value
    Grants payable 17,500 10,000


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    The Fund For Greater Hartford
    EIN: 06-0759107
    Software ID:13000170
    Software Version:2013v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ABS 36 0 0 36
    Professional fees 5,400 0 0 5,400
    Trustee investment fees 59,408 59,408 0 0


    TY 2013 TaxesSchedule
    Name:
    The Fund For Greater Hartford
    EIN: 06-0759107
    Software ID:13000170
    Software Version:2013v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal excise tax 51,841      
    Foreign tax 4,154      
    Payroll taxes 8,894     8,894