TOWN FAIR TIRE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TOWN FAIR TIRE FOUNDATION INC (EIN 06-1592259)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-28
- IRS object ID
- 201902409349100210
- Schema version
- 2018v3.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-28T13:49:32-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-07-17 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT SCHLESS | PreparerPersonNm |
| PTIN | P01236203 | PTIN |
| Phone | 2033665876 | PhoneNum |
| Preparation | 2019-07-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 151.181.227.250 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-07-17 | IPDt |
| IP Tm | 09:35:40 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FA9FFF0F86255AA1CF8367B1B756B43C4B63286F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BDECCEED99C53A36604BA5A38A1DD840F4950F35 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $36,743,787 | 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 | $11,933,117 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $635,320 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $634,535 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,344,573 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,773,670 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,344,573 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $13,913,010 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,979,108 | 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 | $121,598 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $121,598 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,778 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,306 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,370 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,370 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $245,746 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $124,904 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $99,370 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $788,397 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $788,397 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,034,143 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $124,904 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $887,767 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,878,867 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,854,204 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,551 | CashBOYAmt |
| Cash EOY | $74,454 | CashEOYAmt |
| Cash EOYFMV | $74,454 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,544,867 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,645,069 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,645,069 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $5,000 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $5,000 | RcvblFromOfficersEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,618,441 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,665,247 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,235,285 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,303,156 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,348,941 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,810,974 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,037,450 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,893,260 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,268,796 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,070,151 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,088,623 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $12,728 | OtherAssetsBOYAmt |
| Other Assets EOY | $23,193 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $23,193 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $20,898,201 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,776,914 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,743,787 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $96 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $96 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $20,783,354 | RetainedEarningBOYAmt |
| Retained Earning EOY | $33,662,163 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,898,105 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,776,914 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,898,201 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,776,914 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,898,105 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,878,867 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $33,776,972 | SubtotalAmt |
| Other Decreases | $58 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,776,914 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAAB | P | $152,608 | $149,352 | $3,256 | $3,256 |
| CHARLES SCHWAAB | P | $204,065 | $138,441 | $65,624 | $65,624 |
| MERRILL LYNCH 04K18 | P | $1,444,637 | $1,448,034 | -$3,397 | -$3,397 |
| MERRILL LYNCH 04K18 | P | $231,302 | $158,971 | $72,331 | $72,331 |
| MERRILL LYNCH 02466 | P | $862,933 | $820,668 | $42,265 | $42,265 |
| MERRILL LYNCH 02466 | P | $399,978 | $312,504 | $87,474 | $87,474 |
| MERRILL LYNCH 02467 | P | $889,789 | $905,872 | -$16,083 | -$16,083 |
| MERRILL LYNCH 02467 | P | $738,378 | $749,509 | -$11,131 | -$11,131 |
| WELLS FARGO | P | $591,459 | $620,000 | -$28,541 | -$28,541 |
| US TRUST | P | $1,193,155 | $1,247,359 | -$54,204 | -$54,204 |
| US TRUST | P | $2,811,133 | $1,751,786 | $1,059,347 | $1,059,347 |
| MERRILL LYNCH 02545 | P | $247,883 | $126,601 | $121,282 | $121,282 |
| CAPITAL GAINS DIVIDENDS | P | $6,350 | $6,350 | $6,350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,344,573 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $761,995 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $20,008,373 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038084 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,177,208 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,471,160 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.087387 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $453,600 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,447,566 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048012 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $367,400 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,859,652 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062700 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $406,291 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,863,876 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.083532 | DistributionYr5Rt |
| Total Distribution | 0.319715 | TotalDistributionRt |
| Average Distribution | 0.063943 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $28,306,741 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,810,018 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,542 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,828,560 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $887,767 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $37,084 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $37,084 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $37,084 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,700 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $21,700 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $33,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $17 | EsPenaltyAmt |
| Tax Due | $3,701 | TaxDueAmt |
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 | ||||||||
| 7 EVARTS LANE | 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 | $25,352,382 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,357,233 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $28,193 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,737,808 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,737,808 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $431,067 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,306,741 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,415,337 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,415,337 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $37,084 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $37,084 | TotalTaxAmt |
| Distributable Before Adj | $1,378,253 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,378,253 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,378,253 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $887,767 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $887,767 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $887,767 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,378,253 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $155,588 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $77,677 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $507,682 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $740,947 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $887,767 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $887,767 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $490,486 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $490,486 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $250,461 | 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 | $250,461 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $250,461 | 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 (77 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABILITY BEYOND | ||||||||
| 4 BERSKSHIRE BLVD | BETHEL | CT | 06801 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $50,000 | |
| ACES FOUNDATION | ||||||||
| 350 STATE STREET | NORTH HAVEN | CT | 06473 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $5,360 | |
| ACHILLES INTERNATIONAL | ||||||||
| 42 WEST 38TH STREET | NEW YORK | NY | 10018 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $40,200 | |
| AFTER THE FINISH LINE | ||||||||
| 10153 RIVERSIDE DRIVE STE 397 | TOLUCA LAKE | CA | 91602 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $12,000 | |
| AFTER THE STORM | ||||||||
| 88 HARVESTING WOOD ROAD | ROCKFALL | CT | 06481 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,980 | |
| ALZHEIMER'S ASSOCIATION CT CHAPTER | ||||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,500 | |
| AUBURN PALS | ||||||||
| 60 COURT STREET | AUBURN | ME | 04210 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 | |
| AUTISM SERVICES AND RESOURCES CONNECTICUT | ||||||||
| 101 NORTH PLAINS INDUSTRIAL ROAD | WALLINGFORD | CT | 06492 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,500 | HARVEST PARK BUILDING 1A |
| BACKUS HOSPITAL | ||||||||
| 326 WASHINGTON STREET | NORWICH | CT | 06360 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 | |
| BENHAVEN INC | ||||||||
| 2 BUENA VISTA ROAD | BRANFORD | CT | 06405 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,000 | |
| BRIDGEPORT RESCUE MISSION | ||||||||
| 1088 FAIRFIELD AVE | BRIDGEPORT | CT | 06605 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 | |
| CABRINI MISSION FOUNDATION | ||||||||
| 222 EAST 19TH STREET | NEW YORK | NY | 10003 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 | |
| CAMP RISING SUN CHAR FOUNDATION | ||||||||
| PO BOX 310611 | NEWINGTON | CT | 06131 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 | |
| CATHOLIC CHARITIES MAINE | ||||||||
| PO BOX 10660 | PORTLAND | ME | 04104 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 | |
| CENTER FOR FAMILY JUSTICE | ||||||||
| 753 FAIRFIELD AVE | BRIDGEPORT | CT | 06604 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 | |
| CHANNEL 3 KIDS CAMP | ||||||||
| 73 TIMES FARM ROAD | ANDOVER | CT | 06232 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $3,000 | |
| CHILDREN'S MIRACLE NETWORK HOSPITALS DISNEY PRINCESS MARATHON | ||||||||
| 205 WEST 700 SOUTH | SALT LAKE CITY | UT | 84101 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $268 | |
| CLOTHING CHILDREN IN NEED | ||||||||
| 30 SHADY LANE | MONROE | CT | 06468 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $20,000 | |
| COLUMBUS HOUSE | ||||||||
| 586 ELLA T GRASSO BLVD | NEW HAVEN | CT | 06519 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $2,500 | |
| COMMUNITY DINING ROOM | ||||||||
| 30 HARRISON AVENUE | BRANFORD | CT | 06405 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 | |
| CONCEPTS FOR ADAPTIVE LEARNING | ||||||||
| 4 SCIENCE PARK SUITE A | NEW HAVEN | CT | 06511 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,000 | |
| CONNECTICUT BURNS FOUNDATION | ||||||||
| 601 BOSTON POST ROAD | MILFORD | CT | 06460 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 | |
| CONNECTICUT CANCER FOUNDATION | ||||||||
| 15 NORTH MAIN STREET | OLD SAYBROOK | CT | 06475 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $4,500 | |
| CONNECTICUT COUNCIL FOR PHILANTHROPY | ||||||||
| 75 CHARTER OAK AVE SUITE 1-205 | HARTFORD | CT | 06106 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $2,900 | |
| CONNECTICUT HOSPICE INC | ||||||||
| 100 DOUBLE BEACH ROAD | BRANFORD | CT | 06405 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 | |
| CONNECTICUT INSTITUTE FOR REFUGEES AND IMMIGRANTS | ||||||||
| 670 CLINTON AVENUE | BRIDGEPORT | CT | 06605 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,000 | |
| CONTINUUM OF CARE | ||||||||
| 109 LEGION AVENUE | NEW HAVEN | CT | 06519 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 | |
| COVENANT SOUP KITCHEN | ||||||||
| 220 VALLEY STREET | WILLIMANTIC | CT | 06226 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $7,500 | |
| CT WOMEN'S HALL FAME | ||||||||
| 320 FITCH STREET | NEW HAVEN | CT | 06515 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,750 | |
| DEMOS | ||||||||
| 80 BROAD STREET 4TH FL | NEW YORK | NY | 10004 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,500 | |
| DESIGN MUSEUM FOUNDATION | ||||||||
| 50 MILK STREET 16TH FL | BOSTON | MA | 02109 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,000 | |
| EAST HAVEN ATHLETIC DEPARTMENT | ||||||||
| 33 WHEELBARROW LANE | EAST HAVEN | CT | 06513 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 | |
| FAMILY CENTERED SERVICES | ||||||||
| 235 NICOLL STREET | NEW HAVEN | CT | 06511 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,000 | |
| FEED BRANFORD KIDS | ||||||||
| PO BOX 651 | BRANFORD | CT | 06405 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 | |
| FRIENDS OF CHILDREN | ||||||||
| 245 RUSSELL STREET 22 | HADLEY | MA | 01305 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,000 | |
| FRIENDS OF PARKS & RECREATION WESPORT | ||||||||
| 260 CAMPO ROAD SOUTH | WESTPORT | CT | 06880 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $2,000 | |
| GAYLORD HOSPITAL | ||||||||
| 50 GAYLORD FARM ROAD | WALLINGFORD | CT | 06492 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,000 | |
| GREATER BRIDGEPORT SYMPHONY | ||||||||
| 446 UNIVERSITY AVE | BRIDGEPORT | CT | 06604 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 | |
| HORIZONS | ||||||||
| 1705 COLUMBUS AVE | ROXBURY | MA | 02119 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $200,000 | |
| JAMES HILLHOUSE HIGH SCHOOL | ||||||||
| 480 SHERMAN PKWY | NEW HAVEN | CT | 06511 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 | |
| JORDAN PARCO FOUNDATION | ||||||||
| 225 ASYLUM STREET 23 FL | HARTFORD | CT | 06103 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $3,000 | |
| KEYSTONE HOUSE INC | ||||||||
| 147 MAIN STREET | NORWALK | CT | 06851 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 | |
| LEAP | ||||||||
| 31 JEFFERSON STREET | NEW HAVEN | CT | 06511 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,000 | |
| LIFEBRIDGE COMMUNITY SERVICES | ||||||||
| 475 CLINTON AVENUE | BRIDGEPORT | CT | 06605 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 | |
| MARRAKECH | ||||||||
| 6 LUNAR DRIVE | WOODBRIDGE | CT | 06525 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $665 | |
| MIDCOAST HUMANE | ||||||||
| 190 PLEASANT STREET | BRUNSWICK | ME | 04011 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 | |
| MUSCULAR DYSTROPHY ASSOCIATION | ||||||||
| 1952 WHITNEY AVENUE | HAMDEN | CT | 06517 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,500 | |
| NEARI CHILDREN'S FUND | ||||||||
| 99 BALD HILL RD | CRANSTON | RI | 02920 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 | |
| NEW ENGLAND INNOCENCE PROJECT | ||||||||
| 120 TREMONT STREET STE 735 | BOSTON | MA | 02108 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,000 | |
| NEW HAVEN FOOTBALL OFFICIALS ASSOCIATION | ||||||||
| 247 BAYARD AVENUE | NORTH HAVEN | CT | 06473 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,500 | |
| NEW HAVEN PUBLIC LIBRARY | ||||||||
| 133 ELM STREET | NEW HAVEN | CT | 06510 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $300 | |
| NEW HAVEN SYMPHONY ORCHESTRA INC | ||||||||
| PO BOX 9718 | NEW HAVEN | CT | 06536 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $5,000 | |
| NEW REACH | ||||||||
| 153 EAST STREET | NEW HAVEN | CT | 06511 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $10,000 | |
| NORTHERN NJ CHAP PENN ST ALUMNI | ||||||||
| 365 FRANKLIN AVENUE | NUTLEY | NJ | 07110 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $5,000 | |
| NOTRE DAME KNIGHTS OF HONOR | ||||||||
| ONE NOTRE DAME WAY | WEST HAVEN | CT | 06516 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 | |
| OUR LADY OF VICTORY CHURCH | ||||||||
| 600 JONES HILL ROAD | WEST HAVEN | CT | 06516 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $3,500 | |
| PREBLE STREET | ||||||||
| 38 PREBLE STREET | PORTLAND | ME | 04101 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 | |
| READ TO GROW | ||||||||
| 53 SCHOOL GROUND ROAD 3 | BRANFORD | CT | 06405 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 | |
| RONALD MCDONALD HOUSE OF CONNECTICUT | ||||||||
| 860 HOWARD AVE | NEW HAVEN | CT | 06519 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $2,000 | |
| SARAH FOUNDATION | ||||||||
| 246 GOOSE LANE STE 104 | GUILFORD | CT | 06437 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $2,500 | |
| ST MARTIN DE PORRES ACADEMY | ||||||||
| 208 COLUMBUS AVENUE | NEW HAVEN | CT | 06519 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $195,339 | |
| ST VINCENT'S MEDICAL CENTER FOUNDATION | ||||||||
| 2800 MAIN STREET | BRIDGEPORT | CT | 06606 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $50,000 | |
| ST THOMAS MORE CHAPEL AND CENTER AT YALE | ||||||||
| 268 PARK STREET | NEW HAVEN | CT | 06511 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 | |
| STRIKE THREE | ||||||||
| PO BOX 191 | MONROE | CT | 06468 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,000 | |
| SUSAN G KOMEN CHICAGO | ||||||||
| 213 W INSTITUTE PL STE 302 | CHICAGO | IL | 60610 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,040 | |
| TENNIS FOUNDATION OF CONNECTICUT | ||||||||
| 45 YALE AVENUE | NEW HAVEN | CT | 06515 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $3,000 | |
| THE FARNUM COMMUNITY | ||||||||
| 162 FILLMORE STREET | NEW HAVEN | CT | 06511 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 | |
| THE FRIENDS OF HAGAMAN | ||||||||
| PO BOX 120275 | EAST HAVEN | CT | 06516 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 | |
| THE HOLE IN THE WALL GANG | ||||||||
| 555 LONG WARF DRIVE | NEW HAVEN | CT | 06511 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 | |
| THE MYELIN PROJECT | ||||||||
| PO BOX 39 | PACIFIC PALISADES | CA | 90272 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $3,000 | |
| THE NATIONAL FOOTBALL FOUNDATION | ||||||||
| 7 BROOKWOOD DRIVE | BRANFORD | CT | 06405 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $3,000 | |
| TISCH MS RESEARCH CENTER OF NEW YORK | ||||||||
| 521 WEST 7TH ST 4TH FLOOR | NEW YORK | NY | 10019 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $105,000 | |
| UNITED WAY OF GREATER NEW HAVEN | ||||||||
| 370 JAMES STREET 4TH FLOOR SUITE | NEW HAVEN | CT | 06513 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $10,000 | 403 |
| VIETNAM VETERAN'S ASSOCIATION | ||||||||
| PO BOX 251 | MILFORD | CT | 06460 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $495 | |
| VIN BAKER FOUNDATION | ||||||||
| 1444 LITTLE MEADOW RD | GUILFORD | CT | 06437 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 | |
| WEST HAVEN COMMUNITY HOUSE | ||||||||
| 227 ELM STREET | WEST HAVEN | CT | 06516 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 | |
| WSHU PUBLIC RADIO | ||||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $788,397 | 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 | $635,320 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,344,573 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,979,893 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,979,893 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MASTER ONE LLC | |||||||
| 1 | 460 COE AVENUE | EAST HAVEN | CT | 06512 | $10,000,000 | Yes (X) | |
| NANCY MELLEN TRUST | |||||||
| 2 | 1004 COMMERCIAL AVE APT 1056 | ANACORTES | WA | 98221 | $799,057 | Yes (X) | |
| NANCY MELLEN TRUST | |||||||
| 3 | 1004 COMMERCIAL AVE APT 1056 | ANACORTES | WA | 98221 | $1,331,041 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 3 | GOVERNMENT AND AGENCY SECURITIES | $135,578 | 2018-01-16 |
| 3 | MUTUAL FUNDS | $611,744 | 2018-01-17 |
| 3 | EQUITIES | $583,719 | 2018-01-17 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $5,037,450 | EOYBookValueAmt |
| EOYFMV | $4,893,260 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $6,303,156 | EOYBookValueAmt |
| EOYFMV | $7,348,941 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,547,952 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,594,116 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $70,489 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $71,131 | 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 | $5,347,030 | $7,399,944 |
| REIT | AT COST | $528,384 | $548,851 |
| PREFERRED STOCKS | AT COST | $523,737 | $478,579 |
| CERTIFICATES OF DEPOSIT | AT COST | $5,671,000 | $5,661,249 |
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 | $335 | $14,919 | $14,919 |
| PREPAID INTEREST INCOME | $12,393 | $3,274 | $3,274 |
| PREPAID EXPENSES | $5,000 | $5,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DEDUCTIBLE EXPENSES | Desc |
| Amt | $58 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $615 | $0 | $615 |
| LICENSE AND DUES | $50 | $0 | $50 |
| OFFICE EXPENSES | $2,705 | $0 | $2,705 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO BROKER | Desc |
| BOY Book Value | $96 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAN FEES | $1,020 | $1,020 | $0 |
| ADVISORY FEES | $120,578 | $120,578 | $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 | $21,472 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $3,306 | $3,306 | $0 |
Comments