THE MELLEN FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE MELLEN FOUNDATION INC (EIN 22-2778847)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202233159349102233
- Schema version
- 2021v4.2
- 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 | 2022-11-11T13:49:01-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | NEIL MELLEN | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 2033665876 | PhoneNum |
| Signature | 2022-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NEIL | PersonFirstNm |
| Person Last | MELLEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,119,588 | 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 | $39,661 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,661 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $109,737 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $326,320 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $109,737 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $149,398 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $149,398 | 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 | $22,483 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,493 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,483 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,493 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $83,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $83,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $105,733 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,493 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $43,665 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $125,905 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $117,165 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $232,666 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $232,666 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $1,664,435 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,591,122 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,886,922 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,781,600 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,823,788 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,119,588 | 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 | $1,781,600 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,823,788 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,781,600 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,823,788 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,781,600 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,823,788 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,781,600 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $43,665 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,825,265 | SubtotalAmt |
| Other Decreases | $1,477 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,823,788 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| LEVI STRAUSS & CO. 5%25 | P | 2016-05-04 | 2021-03-04 | $41,000 | $40,687 | $313 | $313 |
| LOUISIANA-PACIF 4.875%24 | P | 2019-10-07 | 2021-03-27 | $25,610 | $25,642 | -$32 | -$32 |
| BLUE CUBE SPINCO L 10%25 | P | 2016-09-22 | 2021-03-31 | $23,100 | $24,789 | -$1,689 | -$1,689 |
| BLUE CUBE SPINCO L 10%25 | P | 2016-09-22 | 2021-05-14 | $13,650 | $14,610 | -$960 | -$960 |
| KANSAS CITY SOUTHERN | P | 2020-05-31 | 2021-06-01 | $35,494 | $10,623 | $24,871 | $24,871 |
| SERVICE CORP INTERN 8%21 | P | 2013-10-04 | 2021-06-09 | $36,129 | $35,325 | $804 | $804 |
| CINEMARK USA, I 4.875%23 | P | 2016-08-04 | 2021-06-21 | $40,000 | $40,216 | -$216 | -$216 |
| ASHLAND GLOBAL H 4.75%22 | P | 2016-06-17 | 2021-09-02 | $5,198 | $4,984 | $214 | $214 |
| LEVI STRAUSS & CO. 5%25 | P | 2016-05-04 | 2021-09-30 | $10,167 | $10,133 | $34 | $34 |
| EPAM SYSTEMS INC | P | 2017-02-16 | 2021-10-21 | $37,532 | $4,103 | $33,429 | $33,429 |
| EPAM SYSTEMS INC | P | 2017-02-16 | 2021-11-09 | $57,563 | $5,471 | $52,092 | $52,092 |
| CAPITAL GAINS DIVIDENDS | P | $877 | $877 | $877 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $109,737 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,750 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,750 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,750 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,017 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,517 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,767 | OverpaymentAmt |
| Applied To ES Tax | $2,767 | 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 | NEIL MELLEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2033665876 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 COE AVENUE | AddressLine1Txt |
| City | EAST HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06512 | 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 | $2,789,813 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $238,545 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,028,358 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,028,358 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,425 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,982,933 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $149,147 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $149,147 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,750 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,750 | TotalTaxAmt |
| Distributable Before Adj | $147,397 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $147,397 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $147,397 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $83,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $147,397 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $112,454 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $85,415 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $119,591 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $83,811 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $401,271 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $83,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $83,250 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $64,147 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $64,147 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $337,124 | 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 | $48,307 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $288,817 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $85,415 | ExcessFromYear4Amt |
| Excess From Year3 | $119,591 | ExcessFromYear3Amt |
| Excess From Year2 | $83,811 | ExcessFromYear2Amt |
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 (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 4 PAWS FOR ABILITY | ||||||
| 253 DAYTON AVENUE | XENIA | OH | 45385 | 501(C)(3) | UNRESTRICTED | $1,000 |
| AMERICAN CIVIL LIBERTIES UNION | ||||||
| 355 N 300 W | SALT LAKE CITY | UT | 84103 | 501(C)(3) | UNRESTRICTED | $4,000 |
| AZ GOLDEN RESCUE | ||||||
| 5350 W DEL LAGO | GLENDALE | AZ | 85308 | 501(C)(3) | UNRESTRICTED | $2,000 |
| BEST FRIENDS ANIMAL SOCIETY | ||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | 501(C)(3) | UNRESTRICTED | $750 |
| BRIDGEPORT RESCUE MISSION | ||||||
| PO BOX 9057 | BRIDGEPORT | CT | 06605 | 501(C)(3) | UNRESTRICTED | $2,000 |
| HOME FOR THE BRAVE | ||||||
| 655 PARK AVENUE | BRIDGEPORT | CT | 06604 | 501(C)(3) | UNRESTRICTED | $2,000 |
| HOUSATONIC COMMUNITY COLLEGE | ||||||
| 900 LAFAYETTE BLVD | BRIDGEPORT | CT | 06604 | 501(C)(3) | UNRESTRICTED | $3,000 |
| INNOCENCE PROJECT | ||||||
| 40 WORTH STREET | NEW YORK | NY | 10013 | 501(C)(3) | UNRESTRICTED | $25,000 |
| INTERNATIONAL HEARING DOG INC | ||||||
| 5901 EAST 89TH STREET | HENDERSON | CO | 80640 | 501(C)(3) | UNRESTRICTED | $2,000 |
| MONROE EMS | ||||||
| 7 FAN HILL ROAD | MONROE | CT | 06468 | 501(C)(3) | UNRESTRICTED | $1,500 |
| MONROE FOOD PANTRY | ||||||
| 980 MONROE TURNPIKE | MONROE | CT | 06468 | 501(C)(3) | UNRESTRICTED | $1,250 |
| OPEN DOOR SHELTER INC | ||||||
| 4 MERRITT STREET | SO NORWALK | CT | 06856 | 501(C)(3) | UNRESTRICTED | $1,000 |
| PEOPLE'S HEALTH CLINIC | ||||||
| PO BOX 681558 | PARK CITY | UT | 84068 | 501(C)(3) | UNRESTRICTED | $1,500 |
| PLANNED PARENTHOOD OF UTAH | ||||||
| 654 SOUTH 900 EAST | SALT LAKE CITY | UT | 84102 | 501(C)(3) | UNRESTRICTED | $3,500 |
| SUMMITT LAND CONSERVANCY | ||||||
| PO BOX 1775 | PARK CITY | UT | 84060 | 501(C)(3) | UNRESTRICTED | $4,000 |
| WARRIOR STORY FIELD | ||||||
| 8228 OURAY DRIVE | LONGMONT | CO | 80503 | 501(C)(3) | UNRESTRICTED | $2,500 |
| FRIENDS OF WESTPORT PARKS AND REC INC | ||||||
| 260 COMPO RD S | WESTPORT | CT | 06880 | 501(C)(3) | UNRESTRICTED | $1,000 |
| ULYSSES S GRANT FOUNDATION | ||||||
| PO BOX 200082 YALE STATION | NEW HAVEN | CT | 06520 | 501(C)(3) | UNRESTRICTED | $1,500 |
| WELLSPRING INSTITUTE INC | ||||||
| 25 MITCHELL BLVD | SAN RAFAEL | CA | 94903 | 501(C)(3) | UNRESTRICTED | $2,000 |
| ADOPT-A-NATIVE ELDER PROGRAM | ||||||
| 2370 DOC HOLIDAY DR | PARK CITY | UT | 84060 | 501(C)(3) | UNRESTRICTED | $1,500 |
| AFTER THE FINISH LINE | ||||||
| 16921 VIA DE SANTA FE | RANCHO SANTA FE | CA | 92067 | 501(C)(3) | UNRESTRICTED | $1,000 |
| COVENANT HOUSE CA | ||||||
| 1325 NW AVENUE | HOLLYWOOD | CA | 90027 | 501(C)(3) | UNRESTRICTED | $1,500 |
| DELANCY ST FOUNDATION | ||||||
| 400 N VERMONT ST | LOS ANGELES | CA | 90004 | 501(C)(3) | UNRESTRICTED | $3,500 |
| HEAL UTAH | ||||||
| 824 400 W 111 | SALT LAKE CITY | UT | 84101 | 501(C)(3) | UNRESTRICTED | $1,500 |
| ADAM J LEWIS ACADEMY | ||||||
| 500 STATE ST | BRIDGEPORT | CT | 06604 | 501(C)(3) | UNRESTRICTED | $1,500 |
| MONROE FIRE DEPARTMENT | ||||||
| 18 SHELTON ROAD | MONROE | CT | 06468 | 501(C)(3) | UNRESTRICTED | $1,000 |
| RIETS | ||||||
| 515 W 185TH ST | NEW YORK | NY | 10033 | 501(C)(3) | UNRESTRICTED | $500 |
| SALVATION ARMY | ||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | 501(C)(3) | UNRESTRICTED | $500 |
| SAVE THE SOUND | ||||||
| 900 CHAPEL ST | NEW HAVEN | CT | 06510 | 501(C)(3) | UNRESTRICTED | $500 |
| VA MEDICAL CENTER UTAH | ||||||
| 500 FOOTHILL DR | SALT LAKE CITY | UT | 84148 | 501(C)(3) | UNRESTRICTED | $750 |
| WEBER STATE UNIVERSITY | ||||||
| 3848 HARRISON BLVD | OGDEN | UT | 84408 | 501(C)(3) | UNRESTRICTED | $4,000 |
| CLOTHING CHILDREN NEED INC | ||||||
| 460 COE AVE | EAST HAVEN | CT | 06512 | 501(C)(3) | UNRESTRICTED | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $83,250 | 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 | $39,661 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $109,737 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $149,398 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $149,398 | 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 | $1,664,435 | BOYBookValueAmt |
| EOY Book Value | $1,591,122 | EOYBookValueAmt |
| EOYFMV | $2,886,922 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR BASIS ADJUSTMENT | Desc |
| Amt | $1,477 | Amt |
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 | $13,501 | $13,501 | $0 | $0 |
| BANK FEES | $150 | $150 | $0 | $0 |
| IRS - FEDERAL REFUND | -$1,010 | $0 | $0 | $0 |
| AMORTIZATION | $9,842 | $9,842 | $0 |
Comments