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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
The Fund For Greater Hartford
 

Number and street (or P.O. box number if mail is not delivered to street address)75 Charter Oak Ave   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Hartford, CT06106
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$17,436,575J 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
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 330,119 330,119  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 723,131
b Gross sales price for all assets on line 6a 6,476,373
7 Capital gain net income (from Part IV, line 2)... 723,131
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........ 1,053,250 1,053,250  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 118,850     118,850
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 31,241     31,241
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 10,790     10,790
c Other professional fees (attach schedule).... Click to see attachment 106,362 72,140   34,222
17 Interest............... 268      
18 Taxes (attach schedule) (see instructions)... Click to see attachment 36,612     9,183
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 32,610     32,610
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 336,733 72,140   236,896
25 Contributions, gifts, grants paid........ 634,429 634,429
26 Total expenses and disbursements. Add lines 24 and 25 971,162 72,140   871,325
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 82,088
b Net investment income (if negative, enter -0-) 981,110
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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............... 15,913 14,223 14,223
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........... 5,169 27,486 27,485
10a Investments—U.S. and state government obligations (attach schedule) 603,839 Click to see attachment610,030 610,030
b Investments—corporate stock (attach schedule)........ 13,026,356 Click to see attachment12,875,242 12,875,242
c Investments—corporate bonds (attach schedule)........ 3,507,318 Click to see attachment3,909,595 3,909,595
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 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) 17,415,043 17,436,576 17,436,575
Liabilities 17 Accounts payable and accrued expenses.......... 1,225 1,693
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 attachment10,000 Click to see attachment10,000
23 Total liabilities (add lines 17 through 22).......... 11,225 11,693
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 17,306,035 17,326,975
25 Temporarily restricted................ 96,783 96,908
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 instructions)...... 17,403,818 17,424,883
31 Total liabilities and net assets/fund balances (see instructions).. 17,415,043 17,436,576
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 17,403,818
2 Enter amount from Part I, line 27a..................... 2 82,088
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 17,485,906
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 61,023
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 17,424,883
Form 990-PF (2014)
Form 990-PF (2014)
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 2014-09-13 2014-09-13
b Lasalle Income Property Trust P 2014-09-13 2014-09-13
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 6,212,410   5,318,809 893,601
b 263,963   434,433 -170,470
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       893,601
b       -170,470
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 2 723,131
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 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))
2013 807,550 16,234,274 0.04974
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
2 Total of line 1, column (d) ...................... 2 0.29074
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 0.05815
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 17,163,527
5 Multiply line 4 by line 3....................... 5 998,025
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 9,811
7 Add lines 5 and 6......................... 7 1,007,836
8 Enter qualifying distributions from Part XII, line 4.............. 8 871,325
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 (2014)
Form 990-PF (2014)
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 19,622
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 19,622
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 19,622
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 39,007
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 39,007
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 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 19,385
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet19,385 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 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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 atbullet75 Charter Oak AveHartfordCT ZIP+4bullet061061903
    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 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (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 (2014)
    Form 990-PF (2014)
    Page 7
    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     		118,850 15,451 15,790
    75 Charter Oak Ave
    Hartford,CT06106
    Estela Lopez Trustee
    2.00     		0    
    75 Charter Oak Ave
    Hartford,CT06106
    Jan-Gee McCollam Vice President
    2.00     		0    
    75 Charter Oak Ave
    Hartford,CT06106
    David EA Carson Trustee
    2.00     		0    
    75 Charter Oak Ave
    Hartford,CT06106
    Raymond S Andrews Jr Trustee
    2.00     		0    
    75 Charter Oak Ave
    Hartford,CT06106
    Christopher Aroh Treasurer
    2.00     		0    
    75 Charter Oak Ave
    Hartford,CT06106
    Maria Pietrantuono Trustee
    2.00     		0    
    75 Charter Oak Ave
    Hartford,CT06106
    Sanford Cloud Jr Trustee
    2.00     		0    
    75 Charter Oak Ave
    Hartford,CT06106
    Judge Nina Elgo President
    2.00     		0    
    75 Charter Oak Ave
    Hartford,CT06106
    Dr Heidi Hadsell Trustee
    2.00     		0    
    75 Charter Oak Ave
    Hartford,CT06106
    Judge Raheem Mullins Trustee
    2.00     		0    
    75 Charter Oak Ave
    Hartford,CT06106
    Milagros Saldana Cruz Trustee
    2.00     		0    
    75 Charter Oak Ave
    Hartford,CT06106
    Anita Ford Saunders Trustee
    2.00     		0    
    75 Charter Oak Ave
    Hartford,CT06106
    Carmen Cid Trustee
    2.00     		0    
    75 Charter Oak Ave
    Hartford,CT06106
    Nelson Rodriguez Trustee
    2.00     		0    
    75 Charter Oak Ave
    Hartford,CT06106
    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 (2014)
    Form 990-PF (2014)
    Page 8
    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 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
    17,394,414
    b
    Average of monthly cash balances.......................
    1b
    15,068
    c
    Fair market value of all other assets (see instructions)................
    1c
    15,419
    d
    Total (add lines 1a, b, and c).........................
    1d
    17,424,901
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    17,424,901
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    261,374
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    17,163,527
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    858,176
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    858,176
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    19,622
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    19,622
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    838,554
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    838,554
    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
    838,554
    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
    871,325
    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
    871,325
    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
    871,325
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 838,554
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 211,855
    b From 2010....... 118,631
    c From 2011....... 233,530
    d From 2012....... 85,197
    e From 2013....... 47,678
    fTotal of lines 3a through e......... 696,891
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 871,325
    a Applied to 2013, 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 2014 distributable amount..... 838,554
    e Remaining amount distributed out of corpus 32,771
    5 Excess distributions carryover applied to 2014.    
    (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 5 729,662
    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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		211,855
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		517,807
    10 Analysis of line 9:
    a Excess from 2010.... 118,631
    b Excess from 2011.... 233,530
    c Excess from 2012.... 85,197
    d Excess from 2013.... 47,678
    e Excess from 2014.... 32,771
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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
    75 Charter Oak Avenue Suite 2-200
    Hartford,CT06106
    (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 (2014)
    Form 990-PF (2014)
    Page 11
    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
    Literacy Volunteers of Central CT
    20 High St
    New Britain,CT06051     		None   Education 10,000
    Literacy Volunteers of Greater Hart
    30 Arbor St
    Hartford,CT06106     		None   Education 7,500
    Middletown Public Schools Cultural
    311 Hunting Hill Ave
    Middletown,CT06437     		None   Arts 5,000
    Samkofa Kuumba Cultural Arts Consor
    PO Box 1255
    Hartford,CT06143     		None   Arts 5,000
    The Nat'l Conf for Community Justic
    1095 Day Hill Rd
    Windsor,CT06095     		None   Health and Social Services 7,500
    Lawyers for Children America Inc
    151 Farmington Ave
    Hartford,CT06156     		None   Health and Social Services 10,000
    Connecticut Public Broadcasting
    1049 Asylum Ave
    Hartford,CT06105     		None   Education 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
    Christian Activities Council
    47 Vine St
    Hartford,CT06112     		None   Summer Program 3,000
    Compass Youth Collaborative
    55 Airport Rd
    Hartford,CT06114     		None   Summer Program 2,000
    Educational Resources for Children
    50 Post Office Rd
    Enfield,CT06082     		None   Summer Program 3,000
    Nutmeg Big Brothers Big Sisters
    30 Laurel St
    Hartford,CT06106     		None   Health and Social Services 8,000
    Organized Parents Make A Difference
    350 Farmington Ave
    Hartford,CT06105     		None   Summer Program 2,000
    Real Art Ways
    50 Arbor St
    Hartford,CT06106     		None   Arts 5,000
    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
    Billings Forge Community Works
    140 Russ St
    Hartford,CT06106     		None   Health and Social Services 8,975
    Connecticut Council for Philanthrop
    221 Main St
    Hartford,CT06103     		None   Health and Social Services 5,000
    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
    Judy Dworin Performance Project
    233 Pearl St
    Hartford,CT06103     		None   Education 15,000
    Local Initiatives Support Corp
    227 Lawrence St
    Hartford,CT06106     		None   Community Development 10,000
    Mercy Housing and Shelter
    211 Wethersfield Ave
    Hartford,CT06114     		None   Health and Social Services 7,500
    Organized Parents Make A Difference
    350 Farmington Ave
    Hrtford,CT06105     		None   Education 5,000
    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
    Connecticut Storytelling Center
    270 Mohegan Ave
    New London,CT06320     		None   Education 8,000
    CT Women's Education Legal Fund
    PO Box 261087
    Hartford,CT06126     		None   Health and Social Services 5,000
    New England Air Museum
    36 Perimeter Rd
    Winsor Locks,CT06096     		None   Education 5,000
    Operation Fuel Inc
    1 Regency Dr
    Bloomfield,CT06002     		None   Health and Social Services 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 5,000
    Oddfellows Playhouse
    128 Washington St
    Middletown,CT06457     		None   Arts 5,000
    Spectrum In Motion
    233 Pearl St 22
    Hartford,CT06103     		None   Arts 5,000
    Hartford Consortium for Higher Educ
    31 Pratt St
    Hartford,CT06103     		None   Education 7,500
    Junior Achievement of Southwest NE
    193 Grand St
    Waterbury,CT06702     		None   Education 7,500
    The Discovery Center
    790 Farmington Ave
    Farmington,CT06032     		None   Education 5,000
    Blue Hills Civic Association
    120 Holcomb St
    Hartford,CT06112     		None   Health and Social Services 7,000
    Boy's and Girl's Club of Hartford
    170 Sigourney St
    Hartford,CT06105     		None   Health and Social Service 10,000
    Catholic CharitiesCatholic Family S
    839-841 Asylum Ave
    Hartford,CT06105     		None   Health and Social Services 11,000
    Hockanum Valley Community Council
    29 Naek Rd Suite 5A
    Vernon,CT06066     		None   Health and Social service 7,500
    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
    Planned Parenthood of Southern NE
    345 Whitney Ave
    New Haven,CT06511     		None   Health and Social Service 10,000
    Prudence Crandall Center for Women
    PO Box 895
    New Britain,CT06050     		None   Health and Social Service 10,000
    Riverfront Recapture
    50 Columbus Blvd 1st Floor
    Hartford,CT06106     		None   Health and Social Service 8,000
    South Park Inn
    75 Main St
    Hartford,CT06106     		None   Health and Social Service 10,000
    Youth United for Survival
    PO Box 261140
    Hartford,CT06126     		None   Health and Social Service 10,000
    YWCA of New Britain
    22 Glen St
    New Britain,CT06051     		None   Health and Social Service 10,000
    HARC
    900 Asylum Ave
    Hartford,CT06105     		None   Summer Program 2,000
    Spectrum in Motion
    233 Pearl St 22
    Hartford,CT06103     		None   Summer Program 3,000
    Camp Courant
    285 Broad St
    Hartford,CT06115     		None   Memorial Fund 4,513
    Camp Courant
    285 Broad St
    Hartford,CT06115     		None   Spellacy Fund 221
    CONCORA
    233 Pearl St
    Hartford,CT06103     		None   Arts 5,000
    Hands On Hartford
    330 Main St
    Hartford,CT06106     		None   Health and Social Services 7,500
    Kinsella Arts Inc
    43 Vernon St
    Hartford,CT06106     		None   Education 5,000
    New Britain Youth Theater
    19 Chestnut Street
    New Britain,CT06051     		None   Arts 5,000
    CURET
    1443 Albany Ave
    Hartford,CT06112     		None   Summer Program 2,000
    Middlesex Coaltion for Children
    100 Riverview Center
    Middletown,CT06457     		None   Health and Social Services 7,500
    Hartford Performs
    233 Pearl St
    Hartford,CT06103     		None   Arts 10,000
    Center for Latino Progress
    95 Park St
    Hartford,CT06106     		None   Education 7,500
    Hartford Parent University
    23 Vine St
    Hartford,CT06112     		None   Education 7,470
    Hispanic Health Council
    175 Main St
    Hartford,CT06106     		None   Education 10,000
    Poverty Race Research Action Counci
    1200 18th St NW
    Washington,DC20036     		None   Education 10,000
    The 4-H Farm Education Center
    158 Auer Farm Rd
    Bloomfield,CT06002     		None   Education 5,250
    Young Audiences of Connecticut
    3074 Whitney Ave
    Hamden,CT06518     		None   Education 5,000
    End Hunger Connecticut
    65 Hungerford St
    Hartford,CT06106     		None   Health and Social Service 7,500
    Elm City Flow
    319 Peck St
    New Haven,CT06513     		None   Health and Social Service 5,000
    First Choice Health Centers
    94 Connecticut Blvd
    East Hartford,CT06108     		None   Health and Social Service 5,000
    Gvnr's P-Ship to Protect CT's Workf
    30 Jordan Lane
    Wethersfield,CT06109     		None   Health and Social Service 5,000
    KidSafe CT
    19 Elm St
    Rockville,CT06066     		None   Health and Social Service 10,000
    Living in Safe Alternatives Inc
    PO Box 6232
    Wolcott,CT06716     		None   Health and Social Service 10,000
    Salvation Army
    855 Asylum Ave
    Hartford,CT06105     		None   Health and Social Service 6,000
    True Colors Sexual Minority Youth F
    30 Arbor St
    Hartford,CT06106     		None   Health and Social Service 7,500
    CT Pre-Engineering Program
    211 South Main St
    Middletown,CT06457     		None   Summer Program 2,000
    Ebony Horsewomen Inc
    337 Vine St
    Hartford,CT06112     		None   Summer Program 3,000
    Connecticut Assoc of Nonprofits
    75 Charter Oak Ave
    Hartford,CT06106     		None   Community Development 20,000
    Total .................................bullet 3a 634,429
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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....     14 330,119  
    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 .............     		        723,131
    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)..   330,119 723,131
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,053,250
    (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 (2014)
    Form 990-PF (2014)
    Page 13
    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) 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 (2014)
    Additional Data


    Software ID: 14000265
    Software Version: 2014v5.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    The Fund For Greater Hartford
    EIN: 06-0759107
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bookkeeping and payroll 10,790 0 0 10,790

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    The Fund For Greater Hartford
    EIN: 06-0759107
    Software ID:14000265
    Software Version:2014v5.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Pimco High Yield #108 Instl 293,942 293,942
    Deutsche Telekom 5.75% 3/23/16 105,600 105,600
    Citigroup Inc 1.75% 5/1/18 98,830 98,830
    Fidelity Floating Rate High Income 290,553 290,553
    Fidelity Convertible Securities 332,632 332,632
    PIMCO Emerging Mkts Bond 197,414 197,414
    PIMCO Investment Grade 146,173 146,173
    State Bank of India .75% 9/14/15 100,189 100,189
    Discover Bank .75% 9/18/15 100,189 100,189
    Ally Bank .85% 9/25/15 100,217 100,217
    Goldman Sachs Group 2.9% 7/19/18 102,588 102,588
    Bank New York 2.1% 8/1/18 101,075 101,075
    Southern Co 2.45% 9/1/18 102,053 102,053
    BP Capital Markets 2.241% 9/26/18 100,283 100,283
    ATT Corp 2.375% 11/27/18 100,775 100,775
    Pepsico Inc 2.25% 1/17/19 101,143 101,143
    Total Capital 2.125% 1/10/19 100,325 100,325
    Bank of America 2.6% 1/15/19 100,778 100,778
    Wells Fargo 2.155% 1/15/19 100,264 100,264
    Morgan Stanley 2.5% 1/24/19 100,091 100,091
    General Electric Cap Corp 2.3% 1/14/19 101,596 101,596
    Bank of Montreal 2.375% 1/25/19 100,961 100,961
    Bank of Nova Scotia 2.05% 10/30/18 100,122 100,122
    Unilever Cap Corp 2.2% 3/6/19 101,051 101,051
    PPC Bank 2.4% 10/18/19 251,050 251,050
    Fidelity Conservative Inc. Bd. 299,701 299,701
    Vanguard GNMA ADmiral 180,000 180,000

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    The Fund For Greater Hartford
    EIN: 06-0759107
    Software ID:14000265
    Software Version:2014v5.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Dupont EI deNemours (1185 shs) 87,619 87,619
    Royal DSM NV ADR (2110 shs) 32,323 32,323
    Boeing Co (620 shs) 80,588 80,588
    Cummins Inc (675 shs) 97,315 97,315
    Dover Corp (570 shs) 40,880 40,880
    Airbus Group ADR (4315 shs) 53,976 53,976
    Stericycle Inc (950 shs) 124,526 124,526
    3M Co (385 shs) 63,263 63,263
    United Parcel Svc CL B (835 shs) 92,827 92,827
    United Tech (440 shs) 50,600 50,600
    Daimler AG Ord (780 shs) 64,272 64,272
    Coach Inv (1000 shs) 37,560 37,560
    Genuine Parts (1050 shs) 111,899 111,899
    Home Depot (1030 shs) 108,119 108,119
    McDonalds (770 shs) 72,149 72,149
    Omnicom Group (1330 shs) 103,035 103,035
    Porsche Automobile Hldg (3010 shs) 24,462 24,462
    Priceline Com Inc (35 shs) 39,907 39,907
    TJX Cos (735 shs) 50,406 50,406
    Wpp PLC ADR (410 shs) 42,681 42,681
    CVS (915 shs) 88,124 88,124
    Costco (635 shs) 90,011 90,011
    General Mills (820 shs) 43,731 43,731
    Heineken NV ADR (1090 shs) 38,876 38,876
    Chevron (195 shs) 21,875 21,875
    Conoco Phillips (1380 shs) 95,303 95,303
    ExxonMobil (790 shs) 73,036 73,036
    National Oilwell Varco Inc (755 shs) 49,475 49,475
    Occidental Petroleum (960 shs) 77,386 77,386
    Phillips 66 (735 shs) 52,700 52,700
    Repsol YPF SA ADR (1940 shs) 36,491 36,491
    Schlumberger (1015 shs) 86,691 86,691
    A X A ADR (1120 shs) 26,028 26,028
    Berkshire Hathaway CL B (555 shs) 83,333 83,333
    Capital One Financial (1180 shs) 97,409 97,409
    Chubb Corp (965 shs) 99,849 99,849
    Deutsche Boerse ADR (5315 shs) 38,087 38,087
    Discover Financial Services (1680 shs) 110,023 110,023
    Ishares Gold Trust (7695 shs) 88,031 88,031
    JP Morgan Chase (2045shs) 127,976 127,976
    Julius Baer Group Ltd (3970 shs) 36,607 36,607
    Prudential Financial (350 shs) 31,661 31,661
    State Street Corp (1275 shs) 100,088 100,088
    US Bancorp Del (2045 shs) 91,923 91,923
    Wells Fargo & Co (2810 shs) 126,634 126,634
    Abbott Labs (2070 shs) 93,191 93,191
    Express Scripts (2165 shs) 183,311 183,311
    Gilead Sciences (720 shs) 67,867 67,867
    Novartis ADR (470 shs) 43,550 43,550
    Perrigo Co (155 shs) 25,910 25,910
    Roche Hldg Ltd ADR (1240 shs) 42,102 42,102
    Thermo Fisher Scientific (765 shs) 95,847 95,847
    UnitedHealth Group Inc (400 shs) 40,436 40,436
    Varian Med Sys Inc (465 shs) 40,227 40,227
    Apple (1960 shs) 216,345 216,345
    Cognizant Technology Solutions (111 shs) 58,716 58,716
    EMC Corp (3990 shs) 118,663 118,663
    Gea Group AG (585 shs) 25,908 25,908
    Google Inc CL A (110 shs) 58,373 58,373
    Intel Corp (2140 shs) 77,661 77,661
    Microsoft Corp (2640 shs) 122,628 122,628
    Motorola Solutions Inc (1630 shs) 109,340 109,340
    Oracle Corporation (2310 shs) 103,881 103,881
    Qualcomm Inc (2360 shs) 175,419 175,419
    Secom Ltd ADR (2390 shs) 34,610 34,610
    Verisk Analytics (385 shs) 24,659 24,659
    Visa Inc Cl A (190 shs) 49,818 49,818
    Verizon Communications (619 shs) 28,957 28,957
    Vodaphone Group PLC (1560 shs) 53,305 53,305
    Fidelity Small Cap Disc. (27369 units) 823,540 823,540
    Oppenheimer Developing Mkts (27534 unit) 965,346 965,346
    Pimco Comm Real Rtn (50534 units) 226,394 226,394
    Principal Midcap Blend Inst (43042 unit) 943,065 943,065
    SPDR Gold Trust (845 units) 95,975 95,975
    Thornburg Intl Value (21694 units) 594,636 594,636
    Vanguard REIT ETF (2865 units) 232,065 232,065
    RPM International (460 shs) 23,327 23,327
    Toray Inds (600 shs) 48,452 48,452
    Weyerhaeuser Co (565 shs) 20,278 20,278
    Cleco Corp (365 shs) 19,907 19,907
    Eaton Corp PLC 16,310 16,310
    Koninklijke Phillips (1075 shs) 31,175 31,175
    Middleby Corp (240 shs) 23,784 23,784
    Raytheon Co (235 shs) 25,420 25,420
    TE Connectivity (420 shs) 26,565 26,565
    Toro Co (305 shs) 19,462 19,462
    Accor SA (4605 shs) 41,615 41,615
    Ford Motor Co (2045 shs) 31,697 31,697
    Goodyear Tire & Rubber (1720 shs) 49,140 49,140
    Harman Intl Inds Inc (615 shs 65,627 65,627
    IShares US Home Construction (3285 shs) 85,016 85,016
    Stanley Black & Decker (420 shs) 40,354 40,354
    Tractor Supply Co (225 shs) 17,735 17,735
    Kroger Corp (780 shs) 50,084 50,084
    MolsonCoors Brewing (325 shs) 24,219 24,219
    Pepsico (330 shs) 31,205 31,205
    PriceSmart Inc (180 shs) 16,420 16,420
    Proctor & Gamble (1150 shs) 104,754 104,754
    Seven & I Hldgs Co (3040 shs) 55,255 55,255
    EOG Resources Inc (460 shs) 42,352 42,352
    Spectra Energy (885 shs) 32,125 32,125
    BB & T Corp (485 shs) 18,862 18,862
    Banco Bilboa (3470 shs) 32,583 32,583
    Barclays PLC (2910 shs) 43,679 43,679
    Fidelity Natl Title Group (640 shs) 22,048 22,048
    First Rep Bk San Francisco (365 shs) 19,024 19,024
    MT & T Bk Corp (520 shs) 65,322 65,322
    Marketaxes Hldgs Inc (295 shs) 21,154 21,154
    Metlife Inc (1605 shs) 86,814 86,814
    Mitsubishi Estate ADR (1300 shs) 27,710 27,710
    National Health Investors Inc (285 shs) 19,939 19,939
    Proassurance Corp (355 shs) 16,028 16,028
    SVB Financial Group (170 shs) 19,732 19,732
    Signature Bk New York NY (190 shs) 23,932 23,932
    Sumitomo Mitsui Finl Group (6590 shs) 47,975 47,975
    Abbvie Inc (375 shs) 24,540 24,540
    Actavis PLC (340 shs) 87,519 87,519
    Amgen, Inc (405 shs) 64,512 64,512
    Becton Dickinson (160 shs) 22,266 22,266
    Biogen Idec, Inc (70 shs) 23,761 23,761
    Cardinal Health Inc (325 shs) 26,237 26,237
    Calgene Corp (470 shs) 52,574 52,574
    Cubist Pharmaceuticals (260 shs) 26,169 26,169
    Johnson & Johnson Inc (365 shs) 38,168 38,168
    Mednax Inc (330 shs) 21,816 21,816
    Check Point Software Tech (425 shs) 33,392 33,392
    Cisco Systems (2800 shs) 77,882 77,882
    Gartner Group Inc (255 shs) 21,474 21,474
    Hitachi Limited (525 shs) 39,440 39,440
    Taiwan Semiconductor Mfg (2065 shs) 46,215 46,215
    Tyler Technologies (200 shs) 21,888 21,888
    American Movil sab De (1095 shs) 24,287 24,287
    Nippon Tele & Tel Corp (1645 shs) 42,128 42,128
    Powershares ETF Tr (10565 units) 401,047 401,047
    Compass Minerals (200 shs) 17,366 17,366
    Holcim Limited ADR (2120 shs) 30,445 30,445
    Keystone Paper & Pkg (560 shs) 16,414 16,414
    Corp Executive Brd Co (245 shs) 17,770 17,770
    Costar Group (95 shs) 17,445 17,445
    Heartland Express Inc (760 shs) 20,528 20,528
    Kirby Corp (170 shs) 13,726 13,726
    Mobile Mini Inc (375 shs) 15,191 15,191
    RBC Bearings Inc (275 shs) 17,746 17,746
    Ritchie Bros Auctioneers (700 shs) 18,823 18,823
    Ryland Group Inc (700 shs) 26,992 26,992
    Southwest Airlines (1950 shs) 82,524 82,524
    Wabtech (230 shs) 19,985 19,985
    Dorman Products (390 shs) 18,825 18,825
    Group 1 Automotive (270 shs) 24,197 24,197
    Hibbert Sports Inc (335 shs) 16,224 16,224
    LKQ Corp (1255 shs) 35,291 35,291
    Newell Rubbermaid (575 shs) 21,902 21,902
    Pier 1 Imports (925 shs) 14,245 14,245
    Sony Corp ADR (2120 shs) 43,396 43,396
    William Hill PLC ADR (1870 shs) 42,279 42,279
    Suntory Beverage & Food (1235 shs) 21,477 21,477
    Whole Foods (1360 shs) 68,571 68,571
    BP PLC ADR (350 shs) 13,342 13,342
    Core Laboratories (210 shs) 25,271 25,271
    NOW Inc (58 shs) 1,492 1,492
    Rosetta Resources (755 shs) 16,844 16,844
    Superior Energy Services (875 shs) 17,631 17,631
    Aegon NV Ord (2745 shs) 20,588 20,588
    American Campus Cmntys (445 shs) 18,405 18,405
    HSBC Holdings PLC ADR (435 shs) 20,545 20,545
    Mid-Amer Apt Cmntys (240 shs) 17,923 17,923
    Otsuka Hldgs Co Ltd (1490shs) 22,475 22,475
    Societe Generale SA ADR (2425 shs) 20,535 20,535
    Solera Holdings Inc (270 shs) 13,819 13,819
    Unibal-Rodamco SE (2095 shs) 53,959 53,959
    Baxter International (265 shs) 19,422 19,422
    Bayer AG Sponsored ADR (145 shs) 19,827 19,827
    Lily Eli & Co (280 shs) 19,317 19,317
    Mead Johnson Nutrition Co (380 shs) 38,205 38,205
    Big Group PLC ADR (1815 shs) 24,481 24,481
    Exelon Corp (465 shs) 17,242 17,242
    ITC Holdings Corp (430 shs) 17,385 17,385
    Blackbaud (460 shs) 19,900 19,900
    Cardtronics Inc (450 shs) 17,361 17,361
    Cepheld (355 shs) 19,220 19,220
    Denso Corp ADR (1505 shs) 35,474 35,474
    Deutsche Post AG (905 shs) 29,617 29,617
    Devry Inc (435 shs) 20,649 20,649
    Exponent Inc (235 shs) 19,387 19,387
    FS Networks Inc (165 shs) 21,527 21,527
    Google Inc Cl C (110 shs) 57,904 57,904
    Infineon Technologies ADR (3005 shs) 32,163 32,163
    Sky PLC ADR (965 shs) 54,109 54,109
    Royal KPN NV (7375 shs) 23,452 23,452
    Zebra Technologies (265 shs) 20,514 20,514

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    The Fund For Greater Hartford
    EIN: 06-0759107
    Software ID:14000265
    Software Version:2014v5.0
    US Government Securities - End of Year Book Value:

    610,030
    US Government Securities - End of Year Fair Market Value:

    610,030
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2014 OtherExpensesSchedule
    Name:
    The Fund For Greater Hartford
    EIN: 06-0759107
    Software ID:14000265
    Software Version:2014v5.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Dues and subscriptions 5,215     5,215
    Insurance 2,914     2,914
    Meetings 5,721     5,721
    Office expense 10,706     10,706
    Rental Expenses 8,054     8,054


    TY 2014 OtherLiabilitiesSchedule
    Name:
    The Fund For Greater Hartford
    EIN: 06-0759107
    Software ID:14000265
    Software Version:2014v5.0
    Description Beginning of Year - Book Value End of Year - Book Value
    Grants payable 10,000 10,000


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    The Fund For Greater Hartford
    EIN: 06-0759107
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ABS 60 0 0 60
    Evaluation 25,193 0 0 25,193
    Professional fees 5,575 0 0 5,575
    Staff support 3,394 0 0 3,394
    Trustee investment fees 72,140 72,140 0 0


    TY 2014 TaxesSchedule
    Name:
    The Fund For Greater Hartford
    EIN: 06-0759107
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal excise tax 19,622      
    Foreign tax 7,807      
    Payroll taxes 9,183     9,183