Form990-PF

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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 09-01-2017 , and ending 08-31-2018
Name of foundation
CHARITABLE SOCIETY IN HARTFORD
C/O US Trust
Number and street (or P.O. box number if mail is not delivered to street address)200 Glastonbury Blvd 2nd Floor
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Glastonbury, CT06033
A Employer identification number

06-6026007
B Telephone number (see instructions)

(860) 244-4878
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$884,686J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 3,458
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 18,578 18,578  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 66,812
b Gross sales price for all assets on line 6a 332,802
7 Capital gain net income (from Part IV, line 2)... 66,812
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........ 88,848 85,390  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,650 0   3,650
c Other professional fees (attach schedule).... Click to see attachment 9,427 4,714   9,427
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,077 4,714   13,077
25 Contributions, gifts, grants paid....... 56,007 56,007
26 Total expenses and disbursements. Add lines 24 and 25 69,084 4,714   69,084
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 19,764
b Net investment income (if negative, enter -0-) 80,676
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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.............      
2 Savings and temporary cash investments......... 23,880 64,114 64,114
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..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 421,613 Click to see attachment415,405 539,845
c Investments—corporate bonds (attach schedule)....... 170,649 Click to see attachment170,098 117,154
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 182,069 Click to see attachment168,358 163,573
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) 798,211 817,975 884,686
Liabilities 17 Accounts payable and accrued expenses..........    
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 774,331 753,861
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 23,880 64,114
29 Total net assets or fund balances (see instructions)..... 798,211 817,975
30 Total liabilities and net assets/fund balances (see instructions). 798,211 817,975
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
798,211
2
Enter amount from Part I, line 27a .....................
2
19,764
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
817,975
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
817,975
Form 990-PF (2019)
Form 990-PF (2019)
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 166.939 Units AQR Managed Futures Strategy Fund P    
b 968.660 units Aggregate Bond CTF P    
c 67.739 Units Small Cap Growth Leaders P    
d 447.415 Units Emerging Markets Common Stock P    
e 65.269 Units Small cap Value CTF P    
410.989 Units Dividend Income Common Trust Fund P    
56.00 SHS IShares Core US Aggregate Bond Fund P    
1862.730 Units International Focused Equity Common Trust Fund P    
1846.250 Units Strategig Growth Common Trust Fund P    
442.256 Units FPA Crescent Fund P    
2 SHS IShares Core S&P P    
206.546 Units Aggregate Bond CTF P    
23.908 Units Mid Cap Value CTF P    
36.364 Units Mid Cap Growth CTF P    
59 SHS IShares Core US Aggregate Bond ETF P    
172 SHS IShares Core S&P Mid Cap P    
145 SHS IShares Russell 2000 ETF P    
292.452 UNits PIMCO Foreign BD P    
305.322 Units Principal Midcap Blend Fund P    
52 SHS Vanguard Total Intl Bond Index P    
44 SHS Vanguard FTSE Emerging Mkts ETF P    
29 SHS Vanguard S&P 500 ETF P    
92.274 Units International Focused Equity Common Trust Fund P    
1660.976 Units Strategic Growth Common Trust Fund P    
117.881 Units Blackrock Strategic Income Opportunities Portfolio P    
56.947 Units PIMCO Foreign BD P    
160.181 Units Aggregate Bond CTF P    
35.089 Units Small Cap Growth Leaders CTF P    
35.557 Units Emerging Markets Stock Common Trust Fund P    
15.789 Units Mid Cap Growth CTF P    
16.821 Units Dividend Income Common Trust Fund P    
3 SHS IShares Core S&P Mid Cap ETF P    
11 SHS IShares Russell 2000 ETF P    
11 SHS Vanguard Total Intl Bond Index P    
6 SHS Vanguard S&P 500 ETF P    
60.508 Units Strategic Growth Common Trust Fund P    
29.711 Units Large Cap Core CTF P    
95.947 Units Mid Cap Core CTF P    
143.852 Units Small Cap Core CTF P    
96.727 Units Aggregate Bond CTF P    
27.839 Units Small Cap Value CTF P    
172 SHS Investco DB COmmodity Index P    
5 SHS IShares Core S&P Mid Cap P    
124 SHS IShares Russell 2000 ETF P    
333 SHS Vanguard FTSE Developed Markets ETF P    
24.117 Units Strategic Growth Common Trust Fund P    
(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 1,476   1,763 -287
b 16,352   16,295 57
c 1,865   1,124 741
d 26,906   21,164 5,742
e 2,105   1,255 850
25,724   17,723 8,001
6,146   6,144 2
25,275   21,485 3,790
28,266   19,312 8,954
15,293   15,059 234
358   297 61
3,434   3,414 20
890   516 374
1,385   529 856
6,376   6,473 -97
33,544   25,576 7,968
22,670   18,267 4,403
3,126   3,115 11
8,680   8,131 549
2,810   2,839 -29
2,192   1,471 721
7,509   5,497 2,012
1,397   987 410
29,479   17,374 12,105
1,173   1,168 5
612   606 6
2,625   2,647 -22
1,122   582 540
2,373   1,689 684
601   230 371
1,124   725 399
581   446 135
1,735   1,386 349
598   601 -3
1,520   1,137 383
1,078   633 445
289   297 -8
945   959 -14
1,450   1,439 11
1,576   1,599 -23
986   535 451
3,040   3,316 -276
981   743 238
20,410   15,622 4,788
14,288   13,568 720
437   252 185
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       -287
b       57
c       741
d       5,742
e       850
      8,001
      2
      3,790
      8,954
      234
      61
      20
      374
      856
      -97
      7,968
      4,403
      11
      549
      -29
      721
      2,012
      410
      12,105
      5
      6
      -22
      540
      684
      371
      399
      135
      349
      -3
      383
      445
      -8
      -14
      11
      -23
      451
      -276
      238
      4,788
      720
      185
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 66,812
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))
2018 39,643 892,259 0.044430
2017 21,895 850,962 0.025730
2016 52,996 874,446 0.060605
2015 26,293 866,416 0.030347
2014 23,703 841,678 0.028162
2
Total of line 1, column (d) .....................
2
0.189274
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.037855
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
930,517
5
Multiply line 4 by line 3......................
5
35,225
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
807
7
Add lines 5 and 6........................
7
36,032
8
Enter qualifying distributions from Part XII, line 4,.............
8
69,084
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 (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 807
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 807
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 807
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 2,562
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,562
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,755
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet1,755 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see 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 2019 or the taxable year beginning in 2019? See the 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
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletN/A
    14
    The books are in care ofbulletUS Trust Bank of America Corporati Telephone no.bullet (860) 244-4878

    Located atbullet99 Founders Plaza 5th Floor MailCode CT2-547-05-19East HartfordCT ZIP+4bullet06108
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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
    Yes
     
    ........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 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet2015, 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
    Yes
     
    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 2019 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 2019.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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
     
     
    .........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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    Charles Kuchenbrod PRESIDENT
    2.00     		0 0 0
    6 Clemons Spring Road
    North Granby,CT06060
    Jennifer Cassidy Vice President
    2.00     		0 0 0
    36 Ashley Street
    Hartford,CT06105
    RAYMOND S ANDREWS JR Treasurer
    2.00     		0 0 0
    1104 Farmington Avenue
    west hartford,CT06107
    PATRICK STAFFARONI SECRETARY
    2.00     		0 0 0
    200 Glastonbury Blvd Mail Code
    CT2-545-02-03
    Glastonbury,CT06033
    MAUREEN PRICE DIRECTOR
    2.00     		0 0 0
    110 Bartholmew Avenue
    Hartford,CT06106
    JUDITH R KUNISCH DIRECTOR
    2.00     		0 0 0
    184 Sedgwick Road
    west hartford,CT06107
    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 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 NONE 0
    2  
    3  
    4  
    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 NONE 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    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
    880,573
    b
    Average of monthly cash balances.......................
    1b
    64,114
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    944,687
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    944,687
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    14,170
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    930,517
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    46,526
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    46,526
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    807
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    807
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    45,719
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    45,719
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    45,719
    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
    69,084
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    69,084
    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
    807
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    68,277
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 45,719
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 44,267
    b Total for prior years:2015, 20, 20 1,937
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 69,084
    a Applied to 2018, but not more than line 2a 44,267
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2019 distributable amount..... 24,817
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		1,937
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		1,937
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		20,902
    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) .......     		0
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019....  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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 foundation 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:
    RAYMOND S ANDREWS JR
    1104 Farmington Avenue
    WEST HARTFORD,CT06107
    (860) 561-3728
    bThe form in which applications should be submitted and information and materials they should include:
    DISBURSEMENTS ARE MADE ON THE BASIS OF RECOMMENDATIONS FROM CHURCHES, SCHOOLS AND LOCAL SERVICE ORGANIZATIONS
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    RECIPIENTS MUST BE RESIDENTS OF HARTFORD, CT
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    J Ruis
    135 Broad Street
    Hartford,CT06105     		None   Living Support 500
    B Fruinn
    135 Broad Street
    Hartford,CT06105     		None   Living Support 500
    Y Sonitz
    135 Broad Street
    Hartford,CT06105     		None   Living Support 500
    J Gonzaez
    135 Broad Street
    Hartford,CT06105     		None   Living Support 300
    Yvonne Smith
    655 Garden Street Apt AA7
    Hartford,CT06112     		None   Living Support 300
    Annalee Gregory
    99 Magnolia Street 3rd Floor
    Hartford,CT06112     		None   Living Support 350
    Juanita DeJesus
    68 Hendricxsen Ave
    Hartford,CT06106     		None   Living Support 500
    Lisa Lallier
    915 Wethersfield Ave Apt C1
    Hartford,CT06114     		None   Living Support 244
    Wilma Rosario
    1123 Hamilton Street
    Hartford,CT06106     		None   Living Support 443
    Anibal Gonalez
    7 Webster Street
    Hartford,CT06106     		None   Living Support 584
    Isa Jones
    67 Mansfield St Fl 2
    Hartford,CT06112     		None   Living Support 734
    A Rivera Diaz
    89 C Congress St
    Hartford,CT06105     		None   Living support 500
    C Bravo
    54 C Congress St
    Hartford,CT06105     		None   Living Support 454
    Daisy Rodriguez
    26 Lawrence Street
    Hartford,CT06106     		None   Living Support 300
    Justice Hightower
    540 Broadview Terrace
    Hartford,CT06106     		None   Living Support 300
    Laura Cepeda
    444 Zion Street
    Hartford,CT06106     		None   Living Support 300
    Jeffrey Zuniga
    84 Edwards St Apt 4
    Hartford,CT06112     		None   Living Support 300
    Vinnette Febus
    90 Webster St 1A
    Hartford,CT06114     		None   Living Support 300
    J Matos
    135 Broad Street
    Hartford,CT06105     		None   Living Support 300
    E Voltive
    135 Broad Street
    Hartford,CT06105     		None   Living Support 500
    D Jones
    135 Broad Street
    Hartford,CT06105     		None   Living Support 500
    L Snipes
    135 Broad Street
    Hartford,CT06105     		None   Living support 500
    P Ferez
    135 Broad Street
    Hartford,CT06105     		None   Living Support 500
    M Vazzly
    135 Broad Street
    Hartford,CT06105     		None   Living support 400
    Y Delvalle
    135 Broad Street
    Hartford,CT06105     		None   Living support 500
    M Blue
    135 Broad Street
    Hartford,CT06105     		None   Living Support 500
    Mikerra Coleman
    54 Martin Street 43
    Hartford,CT06120     		None   Living Support 500
    Octavia Gordon
    36 Sharon Strttt 3rd floor
    Hartford,CT06112     		None   Living Support 500
    Wanda Sanchez
    54 Grafton Street Apt A-1
    Hartford,CT06114     		None   Living Support 500
    Renei Stone
    135 Broad Street
    Hartford,CT06105     		None   Living Support 487
    Maria Cano
    196 Adelaide St Fl 2
    Hartford,CT06114     		None   Living Support 500
    Margarita Garcia
    272 Garden Street Apt 2A
    Hartford,CT06112     		None   Living Support 385
    Pamela Hughton
    16 Townley St Apt J2
    Hartford,CT06105     		None   Living Support 500
    Andres Olive
    8 Vine Street Apt 101
    Hartford,CT06112     		None   Living Support 244
    Nelson Lugo
    854 Park Street
    Hartford,CT06106     		None   Living Support 500
    Migdalia Charrlez
    76 Webster St Apt C3
    Hartford,CT06114     		None   Living Support 500
    Idalissa Sandell
    272 Garden St Unit 1A
    Hartford,CT06112     		None   Living Support 500
    Tamara Falcon
    35 Sumner Street Apt B3
    Hartford,CT06105     		None   Living Support 500
    Atone Alvarez
    32 Vine Street
    Hartford,CT06112     		None   Living Support 405
    Laurie Andrews
    293 Sargent Street
    Hartford,CT06105     		None   Living Support 500
    Carloa Andrade
    15 Stafford St
    Hartford,CT06106     		None   Living Support 500
    Catherine Cosme
    52 King Street 3
    Hartford,CT06114     		None   Living Support 500
    Thalia Toirac
    356 Franklin Avenue
    Hartford,CT06114     		None   Living Support 200
    Amy LeBrecque
    809 Asylum Ave Apt 203
    Hartford,CT06105     		None   Living Support 500
    Randy Asberry
    1042 Capitol Ave Apt 2 West
    Hartford,CT06106     		None   Living Support 500
    Wanda Ortiz
    30 Gillett St Apt 6F
    Hartford,CT06105     		None   Living Support 500
    Demetrius Hicks
    700 Albany Ave
    Hartford,CT06112     		None   Living Support 500
    Howard Mabins
    89 Webster St Unit 5
    Hartford,CT06114     		None   Living Support 500
    L Beauford
    141 Woodland St
    Hartford,CT06114     		None   Living Support 149
    Yasmine Rodriguez
    64 Martin St
    Hartford,CT06120     		None   Living Support 500
    McCarol Marques
    200 S Marshall St Apt 5
    Hartford,CT06105     		None   Living Support 300
    Marisel Hernandez
    17 Kenneth St Apt C1
    Hartford,CT06114     		None   Living Support 417
    Gloria Rosado
    768 New Britain Ave Apt 04
    Hartford,CT06106     		None   Living Support 500
    Vonda Strong
    141 Woodland St
    Hartford,CT06105     		None   Living Support 500
    C Martinez
    135 Broad Street
    Hartford,CT06105     		None   Living Support 246
    Augustine Mercado
    98 Brook St Apt 2 S
    Hartford,CT06120     		None   Living Support 271
    Wanda Rivera
    90 Webster St Unit 2I
    Hartford,CT06114     		None   Living Support 439
    Andrew Grant
    132 Collins St Apt C2
    Hartford,CT06105     		None   Living Support 174
    Breaunna Jones
    75 Barbour Street
    Hartford,CT06105     		None   Living Support 500
    Louis Freeman
    820 Wethersfield Ave
    Hartford,CT06114     		None   Living Support 338
    Barbara Ford
    225 Prospect St Apt 111
    Hartford,CT06109     		None   Living Support 207
    Xiomarra Rios
    54 Imlay St Apt F
    Hartford,CT06105     		None   Living Support 406
    Oza May
    9 Fales St Apt 405
    Hartford,CT06105     		None   Living Support 396
    Ana Rivera
    274 Farmington Ave Apt 206
    Hartford,CT06105     		None   Living Support 380
    Jackeline Manzon
    54 Barker Street
    Hartford,CT06114     		None   Living Support 500
    Ivonne Flores
    865 Broad Street Unit C-3
    Hartford,CT06114     		None   Living Support 500
    Latercia Sawyer
    20 Vine Street Apt 202
    Hartford,CT06112     		None   Living Support 500
    Vincent McGrefor
    50 Gillett Street Apt B1
    Hartford,CT06105     		None   Living Support 500
    J Richardson
    135 Broad Street
    Hartford,CT06105     		None   Living Support 320
    J Paisley
    135 Broad Street
    Hartford,CT06105     		None   Living Support 500
    C Esquilin
    135 Broad Street
    Hartford,CT06105     		None   Living Support 500
    Tibertha Simmons
    6 Irving Street 3rd Floor
    Hartford,CT06112     		None   Living Support 500
    Luz Negron
    865 Broad Street Unit A1
    Hartford,CT06106     		None   Living Support 500
    Natalie Delgado
    53 Julius Street Fl 1
    Hartford,CT06114     		None   Living Support 306
    Jaenine Andrews
    100 Mountforst Street Apt 3W
    Hartford,CT06114     		None   Living Support 500
    Stephanie Cosme
    9 Evergreen St Apt C9
    Hartford,CT06114     		None   Living Support 500
    Nineka Tummings
    33 Brook Street
    Hartford,CT06112     		None   Living Support 500
    Maria Ayala
    26 King Street 2nd Floor
    Hartford,CT06114     		None   Living Support 500
    James Smith
    934 Wethersfield Ave Apt 1
    Hartford,CT06114     		None   Living Support 470
    Daniel Rodriguez
    217 Wethersfield Ave Apt A6
    Hartford,CT06114     		None   Living Support 300
    Maria Merced
    451-455 Edgewood St Apt 305
    Hartford,CT06114     		None   Living Support 300
    Raul Velazquez
    170 Sisson Ave Apt 3-315
    Hartford,CT06114     		None   Living Support 300
    Corona Reid
    45 Rosemonst Street 2nd floor
    Hartford,CT06120     		None   Living Support 500
    Duiska Gonzalez
    173 Bond St Fl 1
    Hartford,CT06114     		None   Living Support 500
    Johanna Quinones
    54 Stanwood St
    Hartford,CT06106     		None   Living Support 383
    Theodore Colier
    200 Preston St
    Hartford,CT06114     		None   Living Support 500
    M Drummond
    622 Garden St 1st Floor
    Hartford,CT06112     		None   Living Support 500
    Sade Lewis
    98 Longview Drive
    Hartford,CT06112     		None   Living Support 500
    Maria Cotto
    45 Belden St Apt 2A
    Hartford,CT06120     		None   Living Support 500
    Aston Moore
    31 Woodland St
    Hartford,CT06105     		None   Living Support 500
    Connie Campbell
    95 Woodland Drive
    Hartford,CT06105     		None   Living Support 500
    Rodeva McCalla
    184 Sigourney Street C-5
    Hartford,CT06105     		None   Living Support 500
    Jamal Mills
    20 Earle St Fl 2
    Hartford,CT06120     		None   Living Support 500
    Shatoya Holloway
    1450 Main ST Apt 123
    Hartford,CT06120     		None   Living Support 500
    Sharon Jones
    166 Collins St 2nd Fl
    Hartford,CT06105     		None   Living Support 500
    Jose Oliver
    550 Prospect Ave Apt 10
    Hartford,CT06105     		None   Living Support 375
    T Simmons
    135 Broad Street
    Hartford,CT06105     		None   Living Support 500
    Ikelia Harvey
    37 Huntington St Apt 4F
    Hartford,CT06105     		None   Living Support 500
    Teresa Vicente
    37 Fredrick St Unit 104
    Hartford,CT06105     		None   Living Support 300
    Evelyn Reyes
    109 Adelaide St Apt A-04
    Hartford,CT06114     		None   Living Support 300
    Amalio Rodriguez
    1630 Main Street Apt 1003
    Hartford,CT06103     		None   Living Support 300
    Melissa Brachy Padilla
    182 Seymour St Apt D
    Hartford,CT06106     		None   Living Support 300
    Hands on Hartford
    55 Bartholomew Ave
    Hartford,CT06106     		None   Living Support 12,000
    Total .................................bullet 3a 56,007
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 18,578  
    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 ............     		    18 66,812  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 85,390 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    85,390
    (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.)
    11a Provide living expense assistance to residents of Hartford, CT.
    Form 990-PF (2019)
    Form 990-PF (2019)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2017 AccountingFeesSchedule
    Name:
    CHARITABLE SOCIETY IN HARTFORD
     
    C/O US Trust
    EIN:
    06-6026007
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting fees 3,650 0   3,650

    TY 2017 InvestmentsCorpBondsSchedule
    Name:
    CHARITABLE SOCIETY IN HARTFORD
     
    C/O US Trust
    EIN:
    06-6026007
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BOND FUNDS 170,098 117,154

    TY 2017 InvestmentsCorpStockSchedule
    Name:
    CHARITABLE SOCIETY IN HARTFORD
     
    C/O US Trust
    EIN:
    06-6026007
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITY FUNDS 415,405 539,845

    TY 2017 InvestmentsOtherSchedule2
    Name:
    CHARITABLE SOCIETY IN HARTFORD
     
    C/O US Trust
    EIN:
    06-6026007
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MONEY MARKET FUNDS AT COST 12,807 12,807
    Hedge Funds AT COST 117,037 116,041
    Commodities AT COST 38,514 34,725

    TY 2017 OtherProfessionalFeesSchedule
    Name:
    CHARITABLE SOCIETY IN HARTFORD
     
    C/O US Trust
    EIN:
    06-6026007
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank fees 9,427 4,714   9,427