THE MELLEN FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE MELLEN FOUNDATION INC (EIN 22-2778847)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-03
- IRS object ID
- 202531549349100503
- Schema version
- 2024v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-03T06:33:00-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 |
| Business Name Line2 | C/O PAUL MCCOY FAMILY OFFICE SERVICES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MELL | BusinessNameControlTxt |
| Phone | 6179333620 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 ST JAMES AVE 740 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANE MELLEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6179333620 | PhoneNum |
| Signature | 2025-05-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,276,209 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $74,809 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $74,809 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,501 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $574,382 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,501 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $105,310 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $105,310 | 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 Expenses Rev And Expnss | $17,792 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,792 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,792 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,792 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $169,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $169,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $187,292 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,792 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $169,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$81,982 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $87,518 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $100,618 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $262,869 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $262,869 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $1,851,920 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,607,687 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,013,340 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,952,538 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,870,556 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,276,209 | 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 | $1,952,538 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,870,556 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,952,538 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,870,556 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,952,538 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,870,556 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,952,538 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$81,982 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,870,556 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,870,556 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BALL CORP 5.25% 07/01/2025 | P | 2023-02-28 | 2024-02-29 | $65,000 | $64,913 | $87 | $87 |
| BANK OF AMERICA CORP 6.25% 11/17/2028 CALLABLE | P | 2023-11-15 | 2024-11-18 | $75,000 | $75,000 | $0 | $0 |
| HILLENBRAND, INC. 5.75% 06/15/2025 CALLABLE | P | 2020-08-26 | 2024-06-18 | $50,000 | $50,810 | -$810 | -$810 |
| US TREASURY 4.25% 09/30/2024 | P | 2022-11-08 | 2024-09-30 | $125,000 | $125,000 | $0 | $0 |
| AMENTUM HLDGS INC EQUITY | P | 1999-08-20 | 2024-10-16 | $7,245 | $1,577 | $5,668 | $5,668 |
| AMENTUM HLDGS INC EQUITY | P | 2019-02-07 | 2024-10-16 | $7,245 | $1,577 | $5,668 | $5,668 |
| APTIV PLC | P | 2018-09-11 | 2024-11-26 | $3,873 | $6,165 | -$2,292 | -$2,292 |
| APTIV PLC | P | 2018-09-13 | 2024-11-26 | $3,873 | $6,165 | -$2,292 | -$2,292 |
| APTIV PLC | P | 2020-01-31 | 2024-11-26 | $5,533 | $8,807 | -$3,274 | -$3,274 |
| APTIV PLC | P | 2023-05-16 | 2024-11-26 | $11,066 | $17,613 | -$6,547 | -$6,547 |
| BERKSHIRE HATHAWAY B | P | 2005-03-29 | 2024-09-30 | $13,691 | $1,712 | $11,979 | $11,979 |
| 3D SYS CORP DEL | P | 2021-11-17 | 2024-09-30 | $3,519 | $31,535 | -$28,016 | -$28,016 |
| 3D SYS CORP DEL | P | 2022-03-01 | 2024-09-30 | $1,731 | $11,018 | -$9,287 | -$9,287 |
| GLOBUS MEDICAL INC A | P | 2023-05-21 | 2024-05-22 | $9,393 | $8,984 | $409 | $409 |
| GLOBUS MEDICAL INC A | P | 2023-05-21 | 2024-05-22 | $34,890 | $33,370 | $1,520 | $1,520 |
| GLOBUS MEDICAL INC A | P | 2023-05-21 | 2024-05-22 | $9,393 | $8,984 | $409 | $409 |
| GRAIL INC EQUITY | P | 2020-03-12 | 2024-09-30 | $186 | $448 | -$262 | -$262 |
| KINDER MORGAN INC DE | P | 2004-12-02 | 2024-10-16 | $35,577 | $7,705 | $27,872 | $27,872 |
| MADISON SQUARE GARDE A | P | 2023-01-04 | 2024-01-23 | $8,520 | $11,986 | -$3,466 | -$3,466 |
| MADISON SQUARE GARDE A | P | 2023-01-04 | 2024-01-23 | $16,699 | $23,492 | -$6,793 | -$6,793 |
| QUANTA SVCS INC | P | 2014-10-10 | 2024-09-30 | $14,842 | $1,630 | $13,212 | $13,212 |
| SPLUNK INC | P | 2023-01-04 | 2024-03-18 | $15,700 | $12,983 | $2,717 | $2,717 |
| SPLUNK INC | P | 2023-01-04 | 2024-03-18 | $15,700 | $12,983 | $2,717 | $2,717 |
| UNITED PARCEL SVC IN B | P | 2001-03-14 | 2024-09-30 | $20,351 | $8,607 | $11,744 | $11,744 |
| UNITED PARCEL SVC IN B | P | 2004-08-02 | 2024-09-30 | $6,784 | $3,616 | $3,168 | $3,168 |
| UNITED PARCEL SVC IN B | P | 2005-03-29 | 2024-09-30 | $13,568 | $7,201 | $6,367 | $6,367 |
| ROUNDING ADJ | P | 2023-01-01 | 2024-12-31 | $3 | $3 | $3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,501 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,217 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,217 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,217 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,120 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,620 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,403 | OverpaymentAmt |
| Applied To ES Tax | $1,403 | 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 | 6179333620 | 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 (5 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 | ||||||||
| 31 ST JAMES AVE STE 740 | BOSTON | MA | 02116 | PRESIDENT | 8.00 | $0 | $0 | $0 |
| JOB GUZMAN | ||||||||
| 31 ST JAMES AVE STE 740 | BOSTON | MA | 02116 | SECRETARY/TREASURER | 2.00 | $0 | $0 | $0 |
| STACEY STONE | ||||||||
| 31 ST JAMES AVE STE 740 | BOSTON | MA | 02116 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| LONNIE HODGE | ||||||||
| 31 ST JAMES AVE STE 740 | BOSTON | MA | 02116 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JOANNA CHARNES | ||||||||
| 31 ST JAMES AVE STE 740 | BOSTON | MA | 02116 | DIRECTOR | 2.00 | $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 | $3,050,116 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $174,006 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,224,122 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,224,122 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,362 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,175,760 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $158,788 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $158,788 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,217 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,217 | TotalTaxAmt |
| Distributable Before Adj | $157,571 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $157,571 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $157,571 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $169,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $169,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $157,571 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $83,811 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $83,811 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $169,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $157,571 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,929 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $95,740 | 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 | $83,811 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,929 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $11,929 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| UCLA JULES STEIN INSTITUTE | ||||||
| 100 STEIN PLAZA SUITE 3-138 | LOS ANGELES | CA | 90095 | NONE | GENERAL PURPOSE | $50,000 |
| BENJAMIN EYE INSTITUTE | ||||||
| 9201 SUNSET BLVD 709 | WEST HOLLYWOOD | CA | 90069 | NONE | GENERAL PURPOSE | $50,000 |
| DELANCY ST FOUNDATION | ||||||
| 600 EMBARCADERO | SAN FRANCISCO | CA | 94107 | NONE | GENERAL PURPOSE | $3,000 |
| HOME FOR THE BRAVE | ||||||
| 655 PARK AVE | BRIDGEPORT | CT | 06605 | NONE | GENERAL PURPOSE | $1,500 |
| HABITAT FOR HUMANITY OF COASTAL FAIRFIELD COUNTY | ||||||
| 1785 STRATFORD AVE | STRATFORD | CT | 06615 | NONE | GENERAL PURPOSE | $750 |
| JEWISH FAMILY SERVICES | ||||||
| 475 FRANKLIN STREET SUITE 101 | FRAMINGHAM | MA | 01702 | NONE | GENERAL PURPOSE | $1,000 |
| 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 | $1,000 |
| MONROE FOOD PANTRY | ||||||
| 980 MONROE TURNPIKE | MONROE | CT | 06468 | NONE | GENERAL PURPOSE | $1,250 |
| FRIENDS OF THE LIBRARY MONROE CT | ||||||
| 733 MONROE TURNPIKE | MONROE | CT | 06468 | NONE | GENERAL PURPOSE | $1,500 |
| SUMMIT LAND CONSERVANCY | ||||||
| 1887 GOLD DUST LN STE 101 | PARK CITY | UT | 84060 | GENERAL PURPOSE | $50,000 | |
| 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 | $3,000 |
| GRACE INSTITUTE | ||||||
| 40 RECTOR STREET 14TH FLOOR | NEW YORK | NY | 10006 | NONE | GENERAL PURPOSE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $169,500 | 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 | $74,809 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,501 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $105,310 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $105,310 | 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 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES | Desc |
| BOY Book Value | $1,851,920 | BOYBookValueAmt |
| EOY Book Value | $1,607,687 | EOYBookValueAmt |
| EOYFMV | $3,013,340 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MGMT. FEES | $16,916 | $16,916 | $0 | $0 |
| BANK FEES | $150 | $150 | $0 | $0 |
| AMORTIZATION | $726 | $726 | $0 |
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