THE MELLEN FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE MELLEN FOUNDATION INC (EIN 22-2778847)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-01
- IRS object ID
- 202431229349100508
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-01T06:34:14-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043540129 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL MCCOY FAMILY OFFICE SERVICES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 ST JAMES AVENUE SUITE 740 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222778847 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MELLEN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MELL | BusinessNameControlTxt |
| Phone | 2033665876 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 COE AVENUE | AddressLine1Txt |
| City | EAST HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06512 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANE MELLEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2033665876 | PhoneNum |
| Signature | 2024-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DIANE | PersonFirstNm |
| Person Last | MELLEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACQUELINE R MCCOY | PreparerPersonNm |
| PTIN | P00140149 | PTIN |
| Phone | 6179333600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,034,030 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $63,468 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,468 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,965 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $73,858 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,965 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $183,433 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $83,433 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $534 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $534 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,405 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $405 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,796 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,746 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,735 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,151 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $534 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $78,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $78,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $103,485 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,151 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $79,284 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $79,948 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,282 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $267,471 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $100,618 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $100,618 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $1,605,119 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,851,920 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,933,412 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,872,590 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,952,538 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,034,030 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,872,590 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,952,538 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,872,590 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,952,538 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,872,590 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,952,538 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,872,590 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $79,948 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,952,538 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,952,538 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GENERAL ELECTRIC VARXXX**MATURED**: 36966THT2 | P | 2014-05-01 | 2023-03-15 | $50,000 | $49,980 | $20 | $20 |
| QUANTA SERVICES INC: PWR | P | 2014-10-10 | 2023-07-13 | $23,858 | $3,913 | $19,945 | $19,945 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,965 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $880 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $880 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $880 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,120 | OverpaymentAmt |
| Applied To ES Tax | $1,120 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL MCCOY FAMILY OFFICE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2033665876 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 ST JAMES AVE 740 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DIANE MELLEN | ||||||||
| 30 SHADY LANE | MONROE | CT | 06468 | PRESIDENT | 8.00 | $0 | $0 | $0 |
| NEIL MELLEN | ||||||||
| 30 SHADY LANE | MONROE | CT | 06468 | SECRETARY/TREASURER | 4.00 | $0 | $0 | $0 |
| DAVID ZIEFF | ||||||||
| 6 RESEARCH DRIVE | SHELTON | CT | 06484 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,647,427 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $209,821 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,857,248 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,857,248 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,859 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,814,389 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $140,719 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $140,719 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $880 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $880 | TotalTaxAmt |
| Distributable Before Adj | $139,839 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $139,839 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $139,839 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $79,284 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $79,284 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $139,839 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $71,738 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $83,811 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $155,549 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $79,284 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $79,284 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $60,555 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $60,555 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $94,994 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $11,183 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $83,811 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $83,811 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NEIL MELLEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADOPT-A-NATIVE ELDER PROGRAM | ||||||
| 328 W GREGSON AVE | SALT LAKE CITY | UT | 84115 | NONE | GENERAL PURPOSE | $1,500 |
| AZ GOLDEN RESCUE | ||||||
| 5350 W BELL RD STE C122-158 | GLENDALE | AZ | 85308 | NONE | GENERAL PURPOSE | $1,000 |
| BEST FRIENDS ANIMAL SOCIETY | ||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | NONE | GENERAL PURPOSE | $750 |
| BRIDGEPORT RESCUE MISSION | ||||||
| 725 PARK AVENUE | BRIDGEPORT | CT | 06604 | NONE | GENERAL PURPOSE | $2,000 |
| CLOTHING CHILDREN IN NEED INC | ||||||
| 460 COE AVENUE | EAST HAVEN | CT | 06512 | NONE | GENERAL PURPOSE | $4,000 |
| COVENANT HOUSE CA | ||||||
| 1425 NORTH WESTERN AVENUE | HOLLYWOOD | CA | 90027 | NONE | GENERAL PURPOSE | $1,500 |
| DELANCY ST FOUNDATION | ||||||
| 600 EMBARCADERO | SAN FRANCISCO | CA | 94107 | NONE | GENERAL PURPOSE | $3,500 |
| 4 PAWS FOR ABILITY | ||||||
| 207 DAYTON AVENUE | XENIA | OH | 45385 | NONE | GENERAL PURPOSE | $1,000 |
| ULYSSES S GRANT FOUNDATION | ||||||
| PO BOX 200082 | NEW HAVEN | CT | 06520 | NONE | GENERAL PURPOSE | $2,500 |
| HEAL UTAH | ||||||
| 824 S 400 W 111 | SALT LAKE CITY | UT | 84101 | NONE | GENERAL PURPOSE | $1,000 |
| HOME FOR THE BRAVE | ||||||
| 655 PARK AVE | BRIDGEPORT | CT | 06605 | NONE | GENERAL PURPOSE | $2,000 |
| HOUSATONIC COMMUNITY COLLEGE | ||||||
| 900 LAFAYETTE BLVD | BRIDGEPORT | CT | 06604 | NONE | GENERAL PURPOSE | $3,000 |
| INNOCENCE PROJECT | ||||||
| 40WORTH STREET | NEW YORK | NY | 10013 | NONE | GENERAL PURPOSE | $25,000 |
| INTERNATIONAL HEARING DOG | ||||||
| 5901 E 89TH AVE | HENDERSON | CO | 80640 | NONE | GENERAL PURPOSE | $2,000 |
| JEWISH FAMILY SERVICES | ||||||
| 475 FRANKLIN STREET SUITE 101 | FRAMINGHAM | MA | 01702 | NONE | GENERAL PURPOSE | $500 |
| ADAM J LEWIS ACADEMY | ||||||
| 500 STATE ST | BRIDGEPORT | CT | 06604 | NONE | GENERAL PURPOSE | $2,000 |
| MONROE EMS | ||||||
| 54 JOCKEY HOLLOW RD | MONROE | CT | 06468 | NONE | GENERAL PURPOSE | $1,500 |
| MONROE FIRE DEPARTMENT | ||||||
| 18 SHELTON RD | MONROE | CT | 06468 | NONE | GENERAL PURPOSE | $2,000 |
| MONROE FOOD PANTRY | ||||||
| 980 MONROE TURNPIKE | MONROE | CT | 06468 | NONE | GENERAL PURPOSE | $1,250 |
| OPEN DOOR SHELTER | ||||||
| 4 MERRITT STREET | NORWALK | CT | 06584 | NONE | GENERAL PURPOSE | $1,000 |
| PEOPLES HEALTH CLINIC | ||||||
| 650 ROUND VALLEY DRIVE | PARK CITY | UT | 84060 | NONE | GENERAL PURPOSE | $1,500 |
| PLANNED PARENTHOOD OF SALT LAK | ||||||
| 160 S 1000 E 120 | SALT LAKE CITY | UT | 84102 | NONE | GENERAL PURPOSE | $3,500 |
| RIETS | ||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | NONE | GENERAL PURPOSE | $500 |
| SALVATION ARMY | ||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | NONE | GENERAL PURPOSE | $1,000 |
| SOUTHERN CENTER FOR HUMAN RIGH | ||||||
| 60 WALTON ST NW | ATLANTA | GA | 30303 | NONE | GENERAL PURPOSE | $2,000 |
| SUMMITT LAND CONSERVANCY | ||||||
| 1887 GOLD DUST LN STE 101 | PARK CITY | UT | 84060 | NONE | GENERAL PURPOSE | $4,000 |
| VA MEDICAL CENTER UTAH | ||||||
| 500 FOOTHILL DRIVE | SALT LAKE CITY | UT | 84148 | NONE | GENERAL PURPOSE | $750 |
| WARRIOR STORY FIELD | ||||||
| PO BOX 942 | NIWOT | CO | 80544 | NONE | GENERAL PURPOSE | $2,500 |
| WEBER STATE UNIVERSITY | ||||||
| 3848 HARRISON BLVD | OGDEN | UT | 84408 | NONE | GENERAL PURPOSE | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $78,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,468 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,965 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $83,433 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $83,433 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | NEIL MELLEN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 SAINT JAMES AVE STE 740 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES | Desc |
| BOY Book Value | $1,605,119 | BOYBookValueAmt |
| EOY Book Value | $1,851,920 | EOYBookValueAmt |
| EOYFMV | $2,933,412 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MGMT. FEES | $12,148 | $12,148 | $0 | $0 |
| CT FILING FEE | $50 | $0 | $0 | $0 |
| BANK FEES | $150 | $150 | $0 | $0 |
| AMORTIZATION | $7,448 | $7,448 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SECRETARIAL SERVICES | CategoryTxt |
| Amt | $534 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $534 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAXES | $4,000 | $0 | $0 | $0 |
| FOREIGN TAXES | $405 | $405 | $0 | $0 |
Comments