TOWN FAIR TIRE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TOWN FAIR TIRE FOUNDATION INC (EIN 06-1592259)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-28
- IRS object ID
- 202032109349100108
- Schema version
- 2019v5.1
- 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
- Cash Distribution Expln Stmt
- 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 | 2020-07-28T14:01:04-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-07-28 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT SCHLESS | PreparerPersonNm |
| PTIN | P01236203 | PTIN |
| Phone | 2033665876 | PhoneNum |
| Preparation | 2020-07-28 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.22.184.106 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-28 | IPDt |
| IP Tm | 14:56:39 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Federal Original Submission Id | 062320202019703b9e97 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4ED22FB5D2FE5690E6D1FFF390729899F0AFB8E8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4ED22FB5D2FE5690E6D1FFF390729899F0AFB8E8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $47,404,710 | 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 | $6,847,589 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,000,520 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,000,520 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $285,241 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,891,533 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $285,241 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,133,350 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,285,761 | 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 | $36,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $36,000 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $143,752 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $143,752 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $68,204 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,403 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,708 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,708 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,485 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,485 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $325,149 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $149,155 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $113,193 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,253,004 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,253,004 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,578,153 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $149,155 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,366,197 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,555,197 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,136,606 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $74,454 | CashBOYAmt |
| Cash EOY | $331,706 | CashEOYAmt |
| Cash EOYFMV | $331,706 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,645,069 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,242,368 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,355,307 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $5,000 | RcvblFromOfficersBOYAmt |
| US Government Obligations BOY | $1,618,441 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,867,574 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,954,683 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,303,156 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,657,505 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,561,349 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,037,450 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,305,181 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,486,739 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $12,070,151 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,857,715 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,644,864 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $23,193 | OtherAssetsBOYAmt |
| Other Assets EOY | $70,062 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $70,062 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $33,776,914 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,332,111 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,404,710 | 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 | $33,662,163 | RetainedEarningBOYAmt |
| Retained Earning EOY | $40,217,360 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,776,914 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,332,111 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,776,914 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,332,111 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,776,914 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,555,197 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $40,332,111 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,332,111 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH #04K18 | P | $18,371,000 | $18,371,000 | $0 | $0 |
| MERRILL LYNCH #04K18 | P | $1,443,000 | $1,443,000 | $0 | $0 |
| MERRILL LYNCH #02466 | P | $134,436 | $144,407 | -$9,971 | -$9,971 |
| MERRILL LYNCH #02466 | P | $781,664 | $727,610 | $54,054 | $54,054 |
| MERRILL LYNCH #02466 | P | $29 | $29 | $29 | |
| MERRILL LYNCH #02467 | P | $326,077 | $322,786 | $3,291 | $3,291 |
| MERRILL LYNCH #02467 | P | $955,964 | $964,215 | -$8,251 | -$8,251 |
| MERRILL LYNCH #02467 | P | $9,000 | $9,406 | -$406 | -$406 |
| MERRILL LYNCH #02467 SUPPLEMENTAL | P | $235,754 | $235,754 | $0 | $0 |
| MERRILL LYNCH #02467 SUPPLEMENTAL | P | $233,478 | $220,297 | $13,181 | $13,181 |
| MERRILL LYNCH #02545 - SUPPLEMENTAL | P | $89 | $91 | -$2 | -$2 |
| MERRILL LYNCH #02545 | P | $148,264 | $131,187 | $17,077 | $17,077 |
| US TRUST | P | $774,193 | $754,627 | $19,566 | $19,566 |
| US TRUST | P | $987,536 | $851,159 | $136,377 | $136,377 |
| CHARLES SCHWAB | P | $11,899 | $8,130 | $3,769 | $3,769 |
| CHARLES SCHWAB | P | $186,592 | $172,623 | $13,969 | $13,969 |
| MORGAN STANLEY | P | $125,000 | $125,000 | $0 | $0 |
| WELLS FARGO | P | $125,000 | $125,000 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $42,558 | $42,558 | $42,558 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $285,241 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $887,767 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $28,306,741 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.031362 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $761,995 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $20,008,373 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038084 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,177,208 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,471,160 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.087387 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $453,600 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,447,566 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048012 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $367,400 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,859,652 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062700 | DistributionYr5Rt |
| Total Distribution | 0.267545 | TotalDistributionRt |
| Average Distribution | 0.053509 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $39,060,890 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,090,109 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,366 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,101,475 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,366,197 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $11,366 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,366 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,366 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $37,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $37,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $64 | EsPenaltyAmt |
| Overpayment | $25,770 | OverpaymentAmt |
| Applied To ES Tax | $25,770 | 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 | 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 (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 | $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 | $35,311,310 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,274,354 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $70,062 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,655,726 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $39,655,726 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $594,836 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,060,890 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,953,045 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,953,045 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,366 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,366 | TotalTaxAmt |
| Distributable Before Adj | $1,941,679 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,941,679 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,941,679 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,366,197 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $1,000,000 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,366,197 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,366 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,354,831 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,941,679 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $250,461 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $250,461 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,366,197 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,941,679 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $424,518 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $674,979 | 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 | $674,979 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $250,461 | ExcessFromYear3Amt |
| Excess From Current Year | $424,518 | ExcessFromCurrentYearAmt |
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 (135 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 21 FRIENDS INC | ||||||||
| 1118 DRIFT ROAD | WESTPORT | MA | 02790 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| ACES FOUNDATION | ||||||||
| 350 STATE STREET | NORTH HAVEN | CT | 06473 | NONE | 501 (C)(3) | UNRESTRICTED | $5,000 | |
| ACHILLES INTERNATIONAL | ||||||||
| 42 WEST 38TH STREET | NEW YORK | NY | 10018 | NONE | 501 (C)(3) | UNRESTRICTED | $80,000 | |
| AFTER THE FINISH LINE | ||||||||
| 10153 RIVERSIDE DRIVE STE 397 | TOLUCA LAKE | CA | 91602 | NONE | 501 (C)(3) | UNRESTRICTED | $12,000 | |
| AGAWAM HIGH SCHOOL BAND | ||||||||
| 760 COOPER STREET | AGAWAM | MA | 01001 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| ALZHEIMER'S ASSOCIATION CT CHAPTER | ||||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | NONE | 501 (C)(3) | UNRESTRICTED | $1,500 | |
| AUBURN YOUTH AND FAMILY SERVICE | ||||||||
| 21 PHEASANT CT | AUBURN | MA | 01501 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| AUTISM SERVICES AND RESOURCES CONNECTICUT | ||||||||
| 101 NORTH PLAINS INDUSTRIAL ROAD | WALLINGFORD | CT | 06492 | NONE | 501 (C)(3) | UNRESTRICTED | $1,500 | HARVEST PARK BUILDING 1A |
| BAYPATH EDUCATION FOUNDATION | ||||||||
| 57 OLD MUGGETT HILL ROAD | CHARLTON | MA | 01507 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| BENHAVEN INC | ||||||||
| 2 BUENA VISTA ROAD | BRANFORD | CT | 06405 | NONE | 501 (C)(3) | UNRESTRICTED | $1,000 | |
| BOYS & GIRLS CLUB OF HARTFORD | ||||||||
| 170 SIGOURNEY STREET | HARTFORD | CT | 06105 | NONE | 501 (C)(3) | UNRESTRICTED | $250 | |
| BOYS & GIRLS CLUB WORCESTER | ||||||||
| 65 TAINTER STREET | WORCESTER | MA | 01610 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| BRIAN DAGLE FOUNDATION | ||||||||
| 461 MAIN STREET | NIANTIC | CT | 06357 | NONE | 501 (C)(3) | UNRESTRICTED | $1,000 | |
| BRIDGEPORT RESCUE MISSION | ||||||||
| 1088 FAIRFIELD AVE | BRIDGEPORT | CT | 06605 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| BRIDGEPORT YOUTH LACROSSE | ||||||||
| PO BOX 55256 | BRIDGEPORT | CT | 06604 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| CABRINI MISSION FOUNDATION | ||||||||
| 222 EAST 19TH STREET | NEW YORK | NY | 10003 | NONE | 501 (C)(3) | UNRESTRICTED | $10,000 | |
| CAMP RISING SUN CHAR FOUNDATION | ||||||||
| PO BOX 310611 | NEWINGTON | CT | 06131 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| CAPE ABILITIES INC | ||||||||
| 895 MARY DUNN RD | HYANNIS | MA | 02601 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| CATCH HOUSING | ||||||||
| 105 LOUDON ROAD UNIT 1 | CONCORD | NH | 03301 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| CATHOLIC CHARITIES | ||||||||
| 45 WADSWORTH STREET | HARTFORD | CT | 06106 | NONE | 501 (C)(3) | UNRESTRICTED | $250 | |
| CATHOLIC CHARITIES MAINE | ||||||||
| PO BOX 10660 | PORTLAND | ME | 04104 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| CENTER FOR GREIVING CHILDREN | ||||||||
| 555 FOREST AVENUE | PORTLAND | ME | 04073 | NONE | 501 (C)(3) | UNRESTRICTED | $750 | |
| CENTER FOR HOSPICE CARE | ||||||||
| 227 DUNHAM STREET | NORWICH | CT | 06360 | NONE | 501 (C)(3) | UNRESTRICTED | $1,000 | |
| CHANNEL 3 KIDS CAMP | ||||||||
| 73 TIMES FARM ROAD | ANDOVER | CT | 06232 | NONE | 501 (C)(3) | UNRESTRICTED | $3,000 | |
| CLIFFORD BEERS | ||||||||
| 5 SCIENCE PARK 2ND FL | NEW HAVEN | CT | 06511 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| CLOTHING CHILDREN IN NEED | ||||||||
| 30 SHADY LANE | MONROE | CT | 06468 | NONE | 501 (C)(3) | UNRESTRICTED | $20,000 | |
| COLUMBUS HOUSE | ||||||||
| 586 ELLA T GRASSO BLVD | NEW HAVEN | CT | 06519 | NONE | 501 (C)(3) | UNRESTRICTED | $2,500 | |
| COMMUNITY DINING ROOM | ||||||||
| 30 HARRISON AVENUE | BRANFORD | CT | 06405 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| CONCEPTS FOR ADAPTIVE LEARNING | ||||||||
| 4 SCIENCE PARK SUITE A | NEW HAVEN | CT | 06511 | NONE | 501 (C)(3) | UNRESTRICTED | $1,000 | |
| CONNECTICUT BURNS FOUNDATION | ||||||||
| 601 BOSTON POST ROAD | MILFORD | CT | 06460 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| CONNECTICUT CANCER FOUNDATION | ||||||||
| 15 NORTH MAIN STREET | OLD SAYBROOK | CT | 06475 | NONE | 501 (C)(3) | UNRESTRICTED | $7,000 | |
| CONNECTICUT COUNCIL FOR PHILANTHROPY | ||||||||
| 75 CHARTER OAK AVE SUITE 1-205 | HARTFORD | CT | 06106 | NONE | 501 (C)(3) | UNRESTRICTED | $3,000 | |
| CONNECTICUT FOOD BANK | ||||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06492 | NONE | 501 (C)(3) | UNRESTRICTED | $1,000 | |
| CONNECTICUT FUND FOR THE ENVIRONMENT | ||||||||
| 900 CHAPEL STREET SUITE 2202 | NEW HAVEN | CT | 06510 | NONE | 501 (C)(3) | UNRESTRICTED | $100 | |
| CONNECTICUT HOSPICE INC | ||||||||
| 100 DOUBLE BEACH ROAD | BRANFORD | CT | 06405 | NONE | 501 (C)(3) | UNRESTRICTED | $1,000 | |
| CONNECTICUT INSTITUTE FOR REFUGEES AND IMMIGRANTS | ||||||||
| 670 CLINTON AVENUE | BRIDGEPORT | CT | 06605 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| CONNECTICUT MENTAL HEALTH CENTER | ||||||||
| 34 PARKK STREET | NEW HAVEN | CT | 06519 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| CONTINUUM OF CARE | ||||||||
| 109 LEGION AVENUE | NEW HAVEN | CT | 06519 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| COVENANT SOUP KITCHEN | ||||||||
| 220 VALLEY STREET | WILLIMANTIC | CT | 06226 | NONE | 501 (C)(3) | UNRESTRICTED | $7,500 | |
| CRMA | ||||||||
| 60 FOREST STREET | HARTFORD | CT | 06105 | NONE | 501 (C)(3) | UNRESTRICTED | $5,000 | |
| CROSSROADS OF RHODE ISLAND | ||||||||
| 160 BROAD STREET | PROVIDENCE | RI | 02903 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| CT WOMEN'S HALL FAME | ||||||||
| 320 FITCH STREET | NEW HAVEN | CT | 06515 | NONE | 501 (C)(3) | UNRESTRICTED | $2,250 | |
| DANBURY YOUTH SERVICES | ||||||||
| 91 WEST STREET | DANBURY | CT | 06810 | NONE | 501 (C)(3) | UNRESTRICTED | $1,000 | |
| DARE TO DREAM RANCH | ||||||||
| 12 SNAGWOOD ROAD | FOSTER | RI | 02825 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| DAY ONE | ||||||||
| 525 MAIN STREET | SOUTH PORTLAND | ME | 04106 | NONE | 501 (C)(3) | UNRESTRICTED | $1,000 | |
| DEMOS | ||||||||
| 80 BROAD STREET 4TH FL | NEW YORK | NY | 10004 | NONE | 501 (C)(3) | UNRESTRICTED | $1,500 | |
| EAST HAVEN FOOD PANTRY | ||||||||
| 39 PARK PLACE | EAST HAVEN | CT | 06513 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| EASTER SEALS MAINE | ||||||||
| 125 PRESUMPSCOTT STREET | PORTLAND | ME | 04103 | NONE | 501 (C)(3) | UNRESTRICTED | $1,000 | |
| FALMOUTH SERVICE CENTER | ||||||||
| 611 GRIFFIN STREET | FALMOUTH | MA | 02540 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| FAMILY AND CHILDRENS AGENCY | ||||||||
| 9 MOTT AVENUE | NORWALK | CT | 06850 | NONE | 501 (C)(3) | UNRESTRICTED | $1,000 | |
| FEED BRANFORD KIDS | ||||||||
| PO BOX 651 | BRANFORD | CT | 06405 | NONE | 501 (C)(3) | UNRESTRICTED | $1,275 | |
| FINALLY HOME SENIOR DOG RESCUE | ||||||||
| 616 NEW GLOUCESTER ROAD | NORTH YARMOUTH | ME | 04097 | NONE | 501 (C)(3) | UNRESTRICTED | $1,000 | |
| FOR GOODNESS SAKE | ||||||||
| 123 WHITING STREET UNIT A | PLAINVILLE | CT | 06062 | NONE | 501 (C)(3) | UNRESTRICTED | $1,000 | |
| GATEWAY COMMUNITY COLLEGE FOUNDATION | ||||||||
| 20 CHURCH STREET | NEW HAVEN | CT | 06510 | NONE | 501 (C)(3) | UNRESTRICTED | $10,000 | |
| GAYLORD HOSPITAL | ||||||||
| 50 GAYLORD FARM ROAD | WALLINGFORD | CT | 06492 | NONE | 501 (C)(3) | UNRESTRICTED | $1,000 | |
| GNOME SURF THERAPY | ||||||||
| PO BOX 21 | TIVERTON | RI | 02878 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| GOOD BEGINNINGS | ||||||||
| PO BOX 5054 | WEST LEBANON | NH | 03784 | NONE | 501 (C)(3) | UNRESTRICTED | $1,000 | |
| GR JOY MISSION CHURCH | ||||||||
| 49 CHARTER OAK AVENUE | HARTFORD | CT | 06106 | NONE | 501 (C)(3) | UNRESTRICTED | $250 | |
| GREATER BRIDGEPORT SYMPHONY | ||||||||
| 446 UNIVERSITY AVE | BRIDGEPORT | CT | 06604 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| GREATER PORTLAND FAMILY PROMISE | ||||||||
| 70 FOREST AVE | PORTLAND | ME | 04101 | NONE | 501 (C)(3) | UNRESTRICTED | $1,000 | |
| HARMONY HOUSE | ||||||||
| PO BOX 6135 | HOLYOKE | MA | 01041 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| HISPANIC COALITION | ||||||||
| 135 E LIBERTY ST 5 | WATERBURY | CT | 06706 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| HOLY TRINITY SCHOOL | ||||||||
| 50 CHURCH ST | LACONIA | NH | 03246 | NONE | 501 (C)(3) | UNRESTRICTED | $250 | |
| HOME VOUNSELORS INC | ||||||||
| 115 MAIN ST 2 | DAMARISCOTTA | ME | 04543 | NONE | 501 (C)(3) | UNRESTRICTED | $1,000 | |
| HOMELESS ANIMAL RESCUE | ||||||||
| PO BOX 351 | CUMBERLAND | ME | 04021 | NONE | 501 (C)(3) | UNRESTRICTED | $1,000 | |
| HORIZONS FOR HOMELESS CHILDREN | ||||||||
| 1705 COLUMBUS AVE | ROXBURY | MA | 02119 | NONE | 501 (C)(3) | UNRESTRICTED | $200,000 | |
| INTERNATIONAL FESTIVAL OF ARTS & IDEAS | ||||||||
| 195 CHURCH STREET | NEW HAVEN | CT | 06510 | NONE | 501 (C)(3) | UNRESTRICTED | $10,000 | |
| JOHNNYCAKE CENTER OF WESTERLY | ||||||||
| 25 INDUSTRIAL DRIVE | WESTERLY | RI | 02891 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| KENNEBEC VALLEY HUMANE SOCIETY | ||||||||
| 10 PETHAVEN LANE | AUGUSTA | ME | 04330 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| KEVS FOUNATION INC | ||||||||
| PO BOX 27 | SOUTHAMPTON | MA | 01073 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| LEADERSHIP GREATER HARTFORD | ||||||||
| 30 LAUREL STREET 3D | HARTFORD | CT | 06106 | NONE | 501 (C)(3) | UNRESTRICTED | $250 | |
| LEAP | ||||||||
| 31 JEFFERSON STREET | NEW HAVEN | CT | 06511 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| LIFEBRIDGE COMMUNITY SERVICES | ||||||||
| 475 CLINTON AVENUE | BRIDGEPORT | CT | 06605 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| LIFEPATH INC | ||||||||
| 101 MUNSON STREET SUITE 201 | GREENFIELD | MA | 01301 | NONE | 501 (C)(3) | UNRESTRICTED | $250 | |
| LOUIS D BROWN PEACE INSTITUTE | ||||||||
| 15 CHRISTOPHER ST | DORCHESTER | MA | 02122 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| MAINE RECOVERY FUND | ||||||||
| 494 FOREST AVE | PORTLAND | ME | 04101 | NONE | 501 (C)(3) | UNRESTRICTED | $1,250 | |
| MASTERS MANNA | ||||||||
| 428 S CHERRY STREET | WALLINGFORD | CT | 06492 | NONE | 501 (C)(3) | UNRESTRICTED | $1,000 | |
| MIDCOAST HUMANE | ||||||||
| 190 PLEASANT STREET | BRUNSWICK | ME | 04011 | NONE | 501 (C)(3) | UNRESTRICTED | $750 | |
| MIDCOAST HUNGER PREVENTION | ||||||||
| 12 TENNEY WAY | BRUNSWICK | ME | 04011 | NONE | 501 (C)(3) | UNRESTRICTED | $2,000 | |
| MIDDLESEX COMMUNITY COLLEGE | ||||||||
| 100 TRAINING HILL ROAD | MIDDLETOWN | CT | 06457 | NONE | 501 (C)(3) | UNRESTRICTED | $6,000 | |
| MUSCULAR DYSTROPHY ASSOCIATION | ||||||||
| 1952 WHITNEY AVENUE | HAMDEN | CT | 06517 | NONE | 501 (C)(3) | UNRESTRICTED | $1,500 | |
| NASHUA CENTER | ||||||||
| 18 SIMON STREET | NASHUA | NH | 03060 | NONE | 501 (C)(3) | UNRESTRICTED | $1,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 733 THIRD AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | NONE | 501 (C)(3) | UNRESTRICTED | $3,000 | |
| NEW ENGLAND INNOCENCE PROJECT | ||||||||
| 120 TREMONT STREET STE 735 | BOSTON | MA | 02108 | NONE | 501 (C)(3) | UNRESTRICTED | $35,000 | |
| NEW HAVEN GRIDIRON CLUB INC | ||||||||
| PO BOX 32 | NEW HAVEN | CT | 06501 | NONE | 501 (C)(3) | UNRESTRICTED | $5,000 | |
| NEW HAVEN HEAT BASKETBALL ORG | ||||||||
| 631 DIXWELL AVENUE | NEW HAVEN | CT | 06511 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| NEW HAVEN SYMPHONY ORCHESTRA INC | ||||||||
| PO BOX 9718 | NEW HAVEN | CT | 06536 | NONE | 501 (C)(3) | UNRESTRICTED | $5,000 | |
| NEW REACH | ||||||||
| 153 EAST STREET | NEW HAVEN | CT | 06511 | NONE | 501 (C)(3) | UNRESTRICTED | $17,500 | |
| NH READS COMMUNITY BOOK BANK | ||||||||
| 45 BRISTOL STREET | NEW HAVEN | CT | 06511 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| NO BOWL EMPTY FOOD PANTRY | ||||||||
| 238 OLD AIKEN ROAD | EAST WATERFORD | ME | 04030 | NONE | 501 (C)(3) | UNRESTRICTED | $1,000 | |
| NOTRE DAME KNIGHTS OF HONOR | ||||||||
| ONE NOTRE DAME WAY | WEST HAVEN | CT | 06516 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| OLM PREPARTORY ACADEMY | ||||||||
| 503 OLD TOLL RD | MADISON | CT | 06443 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| OPEN DOOR SHELTER INC | ||||||||
| 4 MERRITT STREET | NORWALK | CT | 06954 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| OPTIMUS HEALTH CARE | ||||||||
| 982 EAST MAIN STREET | BRIDGEPORT | CT | 06608 | NONE | 501 (C)(3) | UNRESTRICTED | $10,000 | |
| OUR LADY OF VICTORY CHURCH | ||||||||
| 600 JONES HILL ROAD | WEST HAVEN | CT | 06516 | NONE | 501 (C)(3) | UNRESTRICTED | $4,000 | |
| PARTNERS FOR WORLD HEALTH | ||||||||
| 40 WALCH DRIVE | PORTLAND | ME | 04103 | NONE | 501 (C)(3) | UNRESTRICTED | $1,000 | |
| PETS FOR VETS | ||||||||
| 135 DOUGHTY ROAD | NORTH YARMOUTH | ME | 04097 | NONE | 501 (C)(3) | UNRESTRICTED | $1,500 | |
| PLAINFIELD COMMUNITY FOOD PANTRY | ||||||||
| 54 S CANAL STREET | PLAINVILLE | CT | 06062 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| PORTLAND RECOVER COMMUNITY CENTER | ||||||||
| 94 AUBURN STREET SUITE 110 | PORTLAND | ME | 04103 | NONE | 501 (C)(3) | UNRESTRICTED | $515 | |
| PROJECT FEED | ||||||||
| 202 WOODFORD STREET | PORTLAND | ME | 04103 | NONE | 501 (C)(3) | UNRESTRICTED | $2,000 | |
| QUINNIPIAC UNIVERSITY | ||||||||
| 275 MT CARMEL AVE | HAMDEN | CT | 06518 | NONE | 501 (C)(3) | UNRESTRICTED | $300,000 | |
| READ TO GROW | ||||||||
| 53 SCHOOL GROUND ROAD 3 | BRANFORD | CT | 06405 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| RMH CHARITIES OF NEW ENGLAND | ||||||||
| 45 GAY STREET | PROVIDENCE | RI | 02905 | NONE | 501 (C)(3) | UNRESTRICTED | $5,000 | |
| RONALD MCDONALD HOUSE OF CONNECTICUT | ||||||||
| 860 HOWARD AVE | NEW HAVEN | CT | 06519 | NONE | 501 (C)(3) | UNRESTRICTED | $2,000 | |
| SARAH FOUNDATION | ||||||||
| 246 GOOSE LANE STE 104 | GUILFORD | CT | 06437 | NONE | 501 (C)(3) | UNRESTRICTED | $2,500 | |
| SERVICE DOG STRONG | ||||||||
| 10 STACYS WAY | DENMARK | ME | 04022 | NONE | 501 (C)(3) | UNRESTRICTED | $2,000 | |
| SHARE | ||||||||
| 1 COLUMBUS AVENUE | MILFORD | NH | 03055 | NONE | 501 (C)(3) | UNRESTRICTED | $1,000 | |
| SOLAR YOUTH | ||||||||
| 53 WAYFARER STREET | NEW HAVEN | CT | 06515 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| SPECIAL OLYMPICS RHODE ISLAND | ||||||||
| 550 POWER ROAD | PAWTUCKET | RI | 02860 | NONE | 501 (C)(3) | UNRESTRICTED | $1,000 | |
| ST JOHN'S UNIVERSITY | ||||||||
| 8000 UTOPIA PKWY | JAMAICA | NY | 11439 | NONE | 501 (C)(3) | UNRESTRICTED | $5,000 | |
| ST MARTIN DE PORRES ACADEMY | ||||||||
| 208 COLUMBUS AVENUE | NEW HAVEN | CT | 06519 | NONE | 501 (C)(3) | UNRESTRICTED | $288,664 | |
| ST VINCENT'S MEDICAL CENTER FOUNDATION | ||||||||
| 2800 MAIN STREET | BRIDGEPORT | CT | 06606 | NONE | 501 (C)(3) | UNRESTRICTED | $1,500 | |
| ST THOMAS MORE CHAPEL AND CENTER AT YALE | ||||||||
| 268 PARK STREET | NEW HAVEN | CT | 06511 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| STOP TRAFFICKING US | ||||||||
| 24 HEREWEARE ROAD | STANDISH | ME | 04084 | NONE | 501 (C)(3) | UNRESTRICTED | $1,000 | |
| STRIKE THREE | ||||||||
| PO BOX 191 | MONROE | CT | 06468 | NONE | 501 (C)(3) | UNRESTRICTED | $1,000 | |
| SUSAN G KOMEN CHICAGO | ||||||||
| 213 W INSTITUTE PL STE 302 | CHICAGO | IL | 60610 | NONE | 501 (C)(3) | UNRESTRICTED | $1,000 | |
| TEMPLE BETH EL | ||||||||
| 350 ROXBURY ROAD | STAMFORD | CT | 06902 | NONE | 501 (C)(3) | UNRESTRICTED | $5,000 | |
| THE COMMUNITY KITCHEN | ||||||||
| 37 MECHANIC STREET | KEENE | NH | 03431 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| THE HOLE IN THE WALL GANG | ||||||||
| 555 LONG WARF DRIVE | NEW HAVEN | CT | 06511 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| THE SISTERS WISH | ||||||||
| 10 SABRINA LANE | SPRINGVALE | ME | 04083 | NONE | 501 (C)(3) | UNRESTRICTED | $2,000 | |
| THE TOUCHABLE STORIES INC | ||||||||
| 1151 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02141 | NONE | 501 (C)(3) | UNRESTRICTED | $1,000 | |
| THE WAY HOME | ||||||||
| 214 SPRUCE STREET | MANCHESTER | NH | 03103 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| THE WORTHWHILE LIFE FOUNDATION | ||||||||
| 65A INDUSTRIAL PARK ROAD | HINGHAM | MA | 02043 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| TISCH MS RESEARCH CENTER OF NEW YORK | ||||||||
| 521 WEST 7TH ST 4TH FLOOR | NEW YORK | NY | 10019 | NONE | 501 (C)(3) | UNRESTRICTED | $70,000 | |
| TOWN OF NORTH HAVEN CT FIRE DEPARTMENT | ||||||||
| 11 BROADWAY | NORTH HAVEN | CT | 06473 | NONE | 501 (C)(3) | UNRESTRICTED | $12,500 | |
| TRAVIS MILLS FOUNDATION | ||||||||
| 1002 WATSON POND ROAD | ROME | ME | 04963 | NONE | 501 (C)(3) | UNRESTRICTED | $2,500 | |
| UNITED WAY OF GREATER NEW HAVEN | ||||||||
| 370 JAMES STREET 4TH FLOOR SUITE | NEW HAVEN | CT | 06513 | NONE | 501 (C)(3) | UNRESTRICTED | $10,000 | 403 |
| UPPER VALLEY HAVEN | ||||||||
| 713 HARTFORD AVE | WHITE RIVER JUNCTION | VT | 05001 | NONE | 501 (C)(3) | UNRESTRICTED | $1,000 | |
| VIN BAKER FOUNDATION | ||||||||
| 1444 LITTLE MEADOW RD | GUILFORD | CT | 06437 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| WARM CENTER | ||||||||
| 56 SPRUCE STREET | WESTERLY | RI | 02891 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| WAYSIDE | ||||||||
| 135 WALTON STREET | PORTLAND | ME | 04103 | NONE | 501 (C)(3) | UNRESTRICTED | $2,000 | |
| WEST HAVEN COMMUNITY HOUSE | ||||||||
| 227 ELM STREET | WEST HAVEN | CT | 06516 | NONE | 501 (C)(3) | UNRESTRICTED | $500 | |
| WORCESTER STATE FOUNDATION | ||||||||
| 21 FOREST STREET | OXFORD | MA | 01540 | NONE | 501 (C)(3) | UNRESTRICTED | $250 | |
| WSHU PUBLIC RADIO | ||||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | NONE | 501 (C)(3) | UNRESTRICTED | $200 | |
| YALE NEW HAVEN HOSPITAL | ||||||||
| PO BOX 1849 | NEW HAVEN | CT | 06508 | NONE | 501 (C)(3) | UNRESTRICTED | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,253,004 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HORIZONS FOR HOMELESS CHILDREN | |||||||
| 1705 COLUMBUS AVE | ROXBURY | MA | 02119 | NONE | 501 (C)(3) | UNRESTRICTED | $600,000 |
| ST MARTIN DE PORRES ACADEMY | |||||||
| 208 COLUMBUS AVENUE | NEW HAVEN | CT | 06519 | NONE | 501 (C)(3) | UNRESTRICTED | $400,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,000,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,000,520 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $285,241 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,285,761 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,285,761 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| NEIL MELLEN | |||||||
| 1 | 30 SHADY LANE | MONROE | CT | 06468 | $115,734 | Yes (X) | |
| NEIL MELLEN | |||||||
| 2 | 30 SHADY LANE | MONROE | CT | 06468 | $6,883,726 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | UNITED STATES TREASURY BILLS | NoncashPropertyDesc |
| Fair Market Value | $6,883,726 | FairMarketValueAmt |
| Received | 2019-12-24 | ReceivedDt |
Cash Distribution Expln Stmt CashDistributionExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | TOWN FAIR TIRE FOUNDATION HAS COMMITTED AND SET ASIDE THE FOLLOWING DISTRIBUTIONS TO BE DISTRIBUTED AS FOLLOWS:1 - HORIZONS FOR HOMELESS CHILDREN - TAXPAYER HAS COMMITTED FUNDS TO AID IN FUNDING NEW BUILDING FOR HOMELESS CHILDREN'S SUPPORT AND EDUCATION. THE FUNDS ARE COMMITTED FOR THE FOLLOWING YEARS:$200,000 IN DECEMBER 2021, $200,000 DECEMBER 2022, AND $200,000 DECEMBER 2023.2 - ST MARTIN DE PORRES ACADEMY - THE FOUNDATION HAS COMMITTED FUNDS TO AID IN PROMOTING EDUCATION AND GRADUATE SUPPORT FOR LOW-INCOME FAMILIES. THE FUNDS ARE COMMITTED FOR THE FOLLOWING PERIODS: $200,000 FOR THE 2020-2021 ACADEMIC YEAR AND $200,000 FOR THE 2021-2022 ACADEMIC YEAR. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $8,305,181 | EOYBookValueAmt |
| EOYFMV | $8,486,739 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $8,657,505 | EOYBookValueAmt |
| EOYFMV | $11,561,349 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,802,085 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,888,116 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $65,489 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $66,567 | 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 | $7,419,249 | $11,129,449 |
| REIT | AT COST | $556,294 | $606,703 |
| PREFERRED STOCKS | AT COST | $966,172 | $985,018 |
| CERTIFICATES OF DEPOSIT | AT COST | $3,916,000 | $3,923,694 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $36,000 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $36,000 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM BROKER | $14,919 | $56,183 | $56,183 |
| PREPAID INTEREST INCOME | $3,274 | $8,879 | $8,879 |
| PREPAID EXPENSES | $5,000 | $5,000 | $5,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKKEEPING | $7,347 | $0 | $7,347 |
| LICENSE AND DUES | $5,050 | $0 | $5,050 |
| OFFICE EXPENSES | $838 | $0 | $838 |
| MEMBERSHIP FEES | $250 | $0 | $250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAN FEES | $1,219 | $1,219 | $0 |
| ADVISORY FEES | $142,533 | $142,533 | $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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $62,801 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $5,403 | $5,403 | $0 |
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