BETA

THE MELLEN FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE MELLEN FOUNDATION INC (EIN 22-2778847)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-14
IRS object ID
201941349349103264
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-14T14:43:42-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061533315PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CIRONEFRIEDBERG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1855 MAIN STREET 6TH FLRAddressLine1Txt
CityBRIDGEPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06604ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222778847EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MELLEN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMELLBusinessNameControlTxt
Phone2033665876PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1460 COE AVENUEAddressLine1Txt
CityEAST HAVENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06512ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNEIL MELLENPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone2033665876PhoneNum
Signature2019-05-03SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT SCHLESSPreparerPersonNm
PTINP01236203PTIN
Phone2033665876PhoneNum
Preparation2019-04-29PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address151.181.227.250IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-03IPDt
IP Tm09:35:56IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id2286121E96A400B524AC1D66BFB8C238C74FFC09AtSubmissionCreationDeviceId
At Submission Filing Device IdFA9FFF0F86255AA1CF8367B1B756B43C4B63286FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,958,758FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$200,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$44,980DividendsRevAndExpnssAmt
Dividends Net Invst Incm$44,980DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$146,648NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$518,647GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$146,648CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$391,628TotalRevAndExpnssAmt
Total Net Invst Incm$191,628TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$335OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,627TaxesRevAndExpnssAmt
Taxes Net Invst Incm$66TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$9,880OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,830OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,842TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,896TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$211,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$211,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$223,592TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,896TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$211,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$168,036ExcessRevenueOverExpensesAmt
Net Investment Income$181,732NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$128,575SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$67,583SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$67,583SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers BOY$4,000RcvblFromOfficersBOYAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$185,250USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$185,323USGovtObligationsEOYFMVAmt
Corporate Stock BOY$574,564CorporateStockBOYAmt
Corporate Stock EOY$620,413CorporateStockEOYAmt
Corporate Stock EOYFMV$961,219CorporateStockEOYFMVAmt
Corporate Bonds BOY$762,486CorporateBondsBOYAmt
Corporate Bonds EOY$717,633CorporateBondsEOYAmt
Corporate Bonds EOYFMV$696,637CorporateBondsEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$47,996OtherInvestmentsEOYAmt
Other Investments EOYFMV$47,996OtherInvestmentsEOYFMVAmt
Other Assets BOY$678OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,470,303TotalAssetsBOYAmt
Total Assets EOY$1,638,875TotalAssetsEOYAmt
Total Assets EOYFMV$1,958,758TotalAssetsEOYFMVAmt
Other Liabilities BOY$199OtherLiabilitiesBOYAmt
Other Liabilities EOY$735OtherLiabilitiesEOYAmt
Total Liabilities BOY$199TotalLiabilitiesBOYAmt
Total Liabilities EOY$735TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,470,104RetainedEarningBOYAmt
Retained Earning EOY$1,638,140RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,470,104TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,638,140TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,470,303TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,638,875TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,470,104TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$168,036ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,638,140SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,638,140TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB ACCOUNTP$200,210$193,675$6,535$6,535
CHARLES SCHWAB ACCOUNTP$292,491$153,250$139,241$139,241
MERRILL LYNCH ACCOUNTP$25,946$25,074$872$872
FieldValueIRS element (for citing)
Capital Gain Net Income$146,648CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$174,400AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,806,772NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.096526DistributionYr1Rt
Adjusted Qlfy Distri Yr2$192,643AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,644,051NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.117176DistributionYr2Rt
Adjusted Qlfy Distri Yr3$166,940AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,678,758NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.099443DistributionYr3Rt
Adjusted Qlfy Distri Yr4$235,283AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,806,004NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.130278DistributionYr4Rt
Adjusted Qlfy Distri Yr5$242,400AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,902,727NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.127396DistributionYr5Rt
Total Distribution0.570819TotalDistributionRt
Average Distribution0.114164AverageDistributionRt
Net Vl Noncharitable Assets$1,921,873NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$219,409AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,817NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$221,226AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$211,750QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,635InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,635SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,635TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,360EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,360TotalPaymentsAndCreditsAmt
Es Penalty$1EsPenaltyAmt
Tax Due$2,276TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1NEIL MELLENBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2033665876PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1460 COE AVENUEAddressLine1Txt
CityEAST HAVENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06512ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DIANE MELLEN
30 SHADY LANEMONROECT06468PRESIDENT0.00$0$0$0
NEIL MELLEN
30 SHADY LANEMONROECT06468SECRETARY/TREASURER0.00$0$0$0
DAVID ZIEFF
855 MAIN STREETBRIDGEPORTCT06604DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,853,061AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$98,079AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,951,140TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,951,140AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,267CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,921,873NetVlNoncharitableAssetsAmt
Minimum Investment Return$96,094MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$96,094MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,635TaxBasedOnInvestmentIncomeAmt
Total Tax$3,635TotalTaxAmt
Distributable Before Adj$92,459DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$92,459DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$92,459DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$211,750ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$211,750QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$211,750AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$92,459DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$148,734ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$147,517ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$85,154ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$112,454ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$85,415ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$579,274TotalExcessDistributionCyovAmt
Qualifying Distributions$211,750QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$92,459AppliedToCurrentYearAmt
Remaining Distri From Corpus$119,291RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$698,565TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$148,734ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$549,831ExcessDistriCyovToNextYrAmt
Excess From Year4$147,517ExcessFromYear4Amt
Excess From Year3$85,154ExcessFromYear3Amt
Excess From Year2$112,454ExcessFromYear2Amt
Excess From Year1$85,415ExcessFromYear1Amt
Excess From Current Year$119,291ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
4 PAWS FOR ABILITY
253 DAYTON AVENUEXENIAOH45385501(C)(3)CHARITABLE CONTRIBUTION$1,000
ADOPT-A-NATIVE ELDER PROGRAM
PO BOX 3401PARK CITYUT84060501(C)(3)CHARITABLE CONTRIBUTION$1,000
AFTER THE FINISH LINE
10153 RIVERSIDE DRIVETOLUCA LAKECA91602501(C)(3)CHARITABLE CONTRIBUTION$1,000
AMERICAN CIVIL LIBERTIES UNION
355 N 300 WSALT LAKE CITYUT84103501(C)(3)CHARITABLE CONTRIBUTION$3,500
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVDDENVERCO80221501(C)(3)CHARITABLE CONTRIBUTION$750
AZ GOLDEN RESCUE
5350 W DEL LAGOGLENDALEAZ85308501(C)(3)CHARITABLE CONTRIBUTION$1,750
BATTLE BUDDIES
88 CINCINNATI DAYTON ROAD 202OLDE WEST CHESTEROH45069501(C)(3)CHARITABLE CONTRIBUITION$1,000
BEARDSLEY ZOO
1875 NOBLE AVENUEBRIDGEPORTCT06608501(C)(3)CHARITABLE CONTRIBUTION$1,200
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON ROADKANABUT84741501(C)(3)CHARITABLE CONTRIBUTION$500
BRIDGEPORT RESCUE MISSION
PO BOX 9057BRIDGEPORTCT06605501(C)(3)CHARITABLE CONTRIBUTION$1,500
CLOTHING CHILDREN IN NEED
30 SHADY LANEMONROECT06468501(C)(3)CHARITABLE CONTRIBUTION$3,500
CONNECTICUT HOSPICE
100 DOUBLE BEACH ROADBRANFORDCT06405501(C)(3)CHARITABLE CONTRIBUTION$1,000
DAUGHTERS OF CHARITY
1490 NORTH AVENUEBRIDGEPORTCT06604501(C)(3)CHARITABLE CONTRIBUTION$2,000
DELANCY STREET FOUNDATION
600 EMBARCADEROSAN FRANCISCOCA94107501(C)(3)CHARITABLE CONTRIBUTION$2,000
GRACE INSTITUTE
40 RECTOR STREET 14TH FLOORNEW YORKNY10006501(C)(3)CHARITABLE CONTRIBUTION$2,500
HEAL UTAH
824 S 400W STE B-111SALT LAKE CITYUT84101501(C)(3)CHARITABLE CONTRIBUTION$1,500
HABITAT FOR HUMANITY
121 HABITAT STREETAMERICUSGA31709501(C)(3)CHARITABLE CONTRIBUTION$500
HOME FOR THE BRAVE
655 PARK AVENUEBRIDGEPORTCT06604501(C)(3)CHARITABLE CONTRIBUTIONCHARITABLE CONTRIBUTIONCHARITABLE CONTRIBUTION$1,500
HOPE ALLIANCE
1775 W 1500 SOUTHSALT LAKE CITYUT84104501(C)(3)CHARITABLE CONTRIBUTION$2,000
HOUSATONIC COMMUNITY COLLEGE
900 LAFAYETTE BLVDBRIDGEPORTCT06604501(C)(3)CHARITABLE CONTRIBUTION$3,000
INNOCENCE PROJECT
40 WORTH STREETNEW YORKNY10013501(C)(3)CHARITABLE CONTRIBUTION$25,000
INTERNATIONAL HEARING DOG INC
5901 EAST 89TH STREETHENDERSONCO80640501(C)(3)CHARITABLE CONTRIBUTION$1,500
JEWISH FAMILY SERVICES
2730 PARK AVENUEBRIDGEPORTCT06604501(C)(3)CHARITABLE CONTRIBUTION$750
LIFEBRIDGE
475 CLINTON AVEBRIDGEPORTCT06605501(C)(3)CHARITABLE CONTRIBUTION$2,000
MONROE FOOD PANTRY
980 MONROE TURNPIKEMONROECT06468501(C)(3)CHARITABLE CONTRIBUTION$1,000
MONROE FRIENDS OF THE LIBRARY
733 MONROE TURNPIKEMONROECT06468501(C)(3)CHARITABLE CONTRIBUTION$1,500
MONROE VOLUNTEER FIRE DEPT
7 FAN HILL ROADMONROECT06468501(C)(3)CHARITABLE CONTRIBUTION$1,000
MOTHERS AGAINST DRUNK DRIVING
371 FOXON ROAD 1EAST HAVENCT06513501(C)(3)CHARITABLE CONTRIBUTION$300
TISCH MS RESEARCH CENTER OF NY
521 WEST 57TH STREETNEW YORKNY10019501(C)(3)CHARITABLE CONTRIBUTION;LISTTOTAL 45000$70,000
NATIONAL MULTIPLE SCLEROSIS
103 JFK PARKWAYSHORT HILLSNJ07078501(C)(3)CHARITABLE CONTRIBUTION$3,000
NEW YORK SCHOOL FOR THE DEAF
555 KNOLLWOOD ROADWHITE PLAINSNY10603501(C)(3)CHARITABLE CONTRIBUTION$1,500
OPEN DOOR SHELTER INC
4 MERRITT STREETSO NORWALKCT06856501(C)(3)CHARITABLE CONTRIBUTION$750
PEOPLE'S HEALTH CLINIC
PO BOX 681558PARK CITYUT84068501(C)(3)CHARITABLE CONTRIBUTION$1,500
PLANNED PARENTHOOD OF UTAH
654 SOUTH 900 EASTSALT LAKE CITYUT84102501(C)(3)CHARITABLE CONTRIBUTION$3,250
RIETS
515 WEST 185TH STREETNEW YORKNY10033501(C)(3)CHARITABLE CONTRIBUTION$500
ROOSEVELT ELEMENTARY SCHOOL
680 PARK AVENUEBRIDGEPORTCT06604501(C)(3)CHARITABLE CONTRIBUTION$2,000
SALVATION ARMY
1313 CONNECTICUT AVENUEBRIDGEPORTCT06607501(C)(3)CHARITABLE CONTRIBUTION$500
SOUTHERN CENTER FOR HUMAN RIGHTS
83 POPLAR STREETATLANTAGA30303501(C)(3)CHARITABLE CONTRIBUTION$1,500
ST MARTIN DE PORRES
208 COLUMBUS AVENUENEW HAVENCT06519501(C)(3)CHARITABLE CONTRIBUTION$50,000
ST VINCENT'S MEDICAL CENTER
2800 MAIN STREETBRIDGEPORTCT06606501(C)(3)CHARITABLE CONTRIBUTION$1,500
SUMMITT LAND CONSERVANCY
PO BOX 1775PARK CITYUT84060501(C)(3)CHARITABLE CONTRIBUTION$2,500
VA SALT LAKE CITY HEALTH CARE SYSTEM GEORGE E WEHLEN VA MEDICAL CENTER
500 FOOTHILL DRIVESALT LAKE CITYUT84148501(C)(3)CHARITABLE CONTRIBUTION$500
WARRIOR STORY FIELD
8228 OURAY DRIVELONGMONTCO80503501(C)(3)CHARITABLE CONTRIBUTION$2,000
WEBER STATE UNIVERSITY
4018 UNIVERSITY CIRCLEOGDENUT84408501(C)(3)CHARITABLE CONTRIBUTION$3,000
MONROE EMS
54 JOCKEY HOLLOW ROADMONROECT06468501(C)(3)CHARITABLE CONTRIBUTION$1,500
SAVE THE SOUND
900 CHAPEL STREET STE 2202NEW HAVENCT06510501(C)(3)CHARITABLE CONTRIBUTION$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$211,750TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44,980ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$146,648ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$191,628ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$191,628TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonNEIL MELLENContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line130 SHADY LANEAddressLine1Txt
CityMONROECityNm
State AbbreviationCTStateAbbreviationCd
ZIP06468ZIPCd
FieldValueIRS element (for citing)
Total Contributions$200,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionTHE FOUNDATION HEREBY ELELCTS TO APPLY ANY REMAINING AMOUNT OF UNDISTRIBUTED INCOME AFTER REDUCING THE 2009 UNDISTRIBUTED INCOME AS A DISTRIBUTION OF THE PRIOR YEAR'S UNDISTRIBUTED INCOME.ElectionDesc

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE BONDS - ML$18,703$19,779
BONDS - CHARLES SCHWAB$698,930$676,858

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIES - CHARLES SCHWABStockNm
EOY Book Value$620,413EOYBookValueAmt
EOYFMV$961,219EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$73,251USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$73,828USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$111,999StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$111,495StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMONEY MARKET - CHARLES SCHWABCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$47,996BookValueAmt
EOYFMV$47,996EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED INTEREST PAIDDesc
BOY Book Value$678BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MGMT. FEES$9,830$9,830$0$0
STATE FILING FEE$50$0$0$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDUE TO BROKERDesc
BOY Book Value$199BOYBookValueAmt
EOY Book Value$735EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategorySECRETARIAL SERVICESCategoryTxt
Amt$335Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES WITHHELD$66$66$0$0
FEDERAL EXCISE TAXES$1,561$0$0$0

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