TOWN FAIR TIRE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TOWN FAIR TIRE FOUNDATION INC (EIN 06-1592259)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349107985
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T16:11:41-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061533315 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIRONEFRIEDBERG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 RESEARCH DRIVE 450 | AddressLine1Txt |
| City | SHELTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06484 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061592259 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOWN FAIR TIRE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOWN | BusinessNameControlTxt |
| Phone | 2034678600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 COE AVE | 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 | PRESIDENT | PersonTitleTxt |
| Phone | 2034678600 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
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 | ROBERT SCHLESS | PreparerPersonNm |
| PTIN | P01236203 | PTIN |
| Phone | 2033665876 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
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 | 2020 | 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 | $63,193,064 | 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 | $12,692,907 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,119,539 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,103,922 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $147,362 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,092,580 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $147,362 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $13,959,808 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,251,284 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $60,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $57,067 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $57,067 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $216,775 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $216,775 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,196 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,196 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,557 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,557 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,748 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,748 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $369,343 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $223,971 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $145,372 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,013,595 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,813,595 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,382,938 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $223,971 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,958,967 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,576,870 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,027,313 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $331,706 | CashBOYAmt |
| Cash EOY | $625,101 | CashEOYAmt |
| Cash EOYFMV | $625,101 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,242,368 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,951,028 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,951,028 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,867,574 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $14,341,931 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $14,784,113 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,657,505 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,584,363 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,547,041 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,305,181 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,699,336 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,203,980 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $12,857,715 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,664,264 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,038,843 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $70,062 | OtherAssetsBOYAmt |
| Other Assets EOY | $42,958 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $42,958 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $40,332,111 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,908,981 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $63,193,064 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $114,751 | CapitalStockBOYAmt |
| Capital Stock EOY | $114,751 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $40,217,360 | RetainedEarningBOYAmt |
| Retained Earning EOY | $51,794,230 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,332,111 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,908,981 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,332,111 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,908,981 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,332,111 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,576,870 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $51,908,981 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $51,908,981 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH #04K18 | P | $2,180,000 | $2,180,000 | $0 | $0 |
| MERRILL LYNCH #04K18 | P | $4,030,000 | $4,030,000 | $0 | $0 |
| MERRILL LYNCH #02466 | P | $783,726 | $816,493 | -$32,767 | -$32,767 |
| MERRILL LYNCH #02466 | P | $1,832,814 | $1,765,337 | $67,477 | $67,477 |
| MERRILL LYNCH #02467 | P | $735,046 | $719,823 | $15,223 | $15,223 |
| MERRILL LYNCH #02467 | P | $1,701,766 | $1,650,313 | $51,453 | $51,453 |
| MERRILL LYNCH #02467 | P | $6,000 | $6,169 | -$169 | -$169 |
| MERRILL LYNCH #02545 - SUPPLEMENTAL | P | $705 | $633 | $72 | $72 |
| MERRILL LYNCH #02545 - SUPPLEMENTAL | P | $128 | $103 | $25 | $25 |
| MERRILL LYNCH #02545 | P | $47,263 | $47,039 | $224 | $224 |
| MERRILL LYNCH #02545 | P | $427,190 | $437,690 | -$10,500 | -$10,500 |
| MERRILL LYNCH #02545 | P | $32,471 | $31,419 | $1,052 | $1,052 |
| US TRUST | P | $2,102,438 | $2,442,976 | -$340,538 | -$340,538 |
| US TRUST | P | $1,956,447 | $1,626,622 | $329,825 | $329,825 |
| CHARLES SCHWAB | P | $113,755 | $113,408 | $347 | $347 |
| CHARLES SCHWAB | P | $404,726 | $401,111 | $3,615 | $3,615 |
| MORGAN STANLEY | P | $1,055,000 | $1,055,000 | $0 | $0 |
| WELLS FARGO | P | $385,579 | $375,316 | $10,263 | $10,263 |
| MERRILL LYNCH #02466 - SUPPLEMENTAL | P | $444,270 | $444,270 | $0 | $0 |
| MERRILL LYNCH #02466 - SUPPLEMENTAL | P | $812,021 | $801,496 | $10,525 | $10,525 |
| MERRILL LYNCH - CASH LIEU | P | $61 | $61 | $61 | |
| CAPITAL GAINS DIVIDENDS | P | $41,174 | $41,174 | $41,174 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $147,362 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,280 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,280 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,280 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,770 | 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 | $25,770 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,490 | OverpaymentAmt |
| Applied To ES Tax | $11,490 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NEIL MELLEN | IndividualWithBooksNm |
| Phone | 2034678600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 COE AVE | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| NEIL MELLEN | ||||||||
| 30 SHADY LANE | MONROE | CT | 06468 | PRESIDENT & TREASURER | 2.00 | $0 | $0 | $0 |
| MICHAEL BARBARO | ||||||||
| 125 NORTH HILL ROAD | NORTH HAVEN | CT | 06473 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MICHAEL MELLEN | ||||||||
| 23 BLACKBERRY ROAD | HUNTINGTON | CT | 06484 | VICE PRESIDENT AND SECRETA | 2.00 | $0 | $0 | $0 |
| KATHRYN TUTINO | ||||||||
| 25 FENCE CREEK DRIVE | MADISON | CT | 06443 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| RALPH S LOEW | ||||||||
| 20 JADE TREE LANE | TRUMBULL | CT | 06611 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DANIEL D RUBINO | ||||||||
| 81 MORNINGSIDE DRIVE | MILFORD | CT | 06460 | DIRECTOR | 5.00 | $60,000 | $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 | $48,604,182 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,922,009 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $42,958 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $53,569,149 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $53,569,149 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $803,537 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $52,765,612 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,638,281 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,638,281 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,280 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,280 | TotalTaxAmt |
| Distributable Before Adj | $2,624,001 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,624,001 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,624,001 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,958,967 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,958,967 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,958,967 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,624,001 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $250,461 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $424,518 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $674,979 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,958,967 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,958,967 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $665,034 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $665,034 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,945 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,945 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $9,945 | ExcessFromYear1Amt |
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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| 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) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | UNRESTRICTED | GrantOrContributionPurposeTxt |
| Amt | $2,013,595 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,013,595 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,119,539 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $147,362 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,266,901 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,266,901 | 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 | 30 SHADY LANE | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06468 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $12,692,907 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | UNITED STATES TREASURY BILLS | NoncashPropertyDesc |
| Fair Market Value | $12,692,907 | FairMarketValueAmt |
| Received | 2020-12-31 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $9,699,336 | EOYBookValueAmt |
| EOYFMV | $10,203,980 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $11,584,363 | EOYBookValueAmt |
| EOYFMV | $16,547,041 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,545,313 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,703,205 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $7,796,618 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $8,080,908 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $8,213,025 | $13,480,706 |
| REIT | AT COST | $585,592 | $637,817 |
| PREFERRED STOCKS | AT COST | $991,262 | $1,031,486 |
| CERTIFICATES OF DEPOSIT | AT COST | $1,874,385 | $1,888,834 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $57,067 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $57,067 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM BROKER | $56,183 | $30,811 | $30,811 |
| PREPAID INTEREST INCOME | $8,879 | $4,147 | $4,147 |
| PREPAID EXPENSES | $5,000 | $8,000 | $8,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKKEEPING | $11,420 | $0 | $11,420 |
| LICENSE AND DUES | $50 | $0 | $50 |
| OFFICE EXPENSES | $1,502 | $0 | $1,502 |
| MEMBERSHIP FEES | $13,776 | $0 | $13,776 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAN FEES | $1,610 | $1,610 | $0 |
| ADVISORY FEES | $215,165 | $215,165 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NEIL MELLEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 COE AVE | AddressLine1Txt |
| City | EAST HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06512 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $7,196 | Amt |
| Net Investment Income | $7,196 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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