TOWN FAIR TIRE FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- TOWN FAIR TIRE FOUNDATION INC (EIN 06-1592259)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-28
- IRS object ID
- 201832409349100013
- Schema version
- 2017v2.3
- 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 Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-28T13:09:12-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 855 MAIN STREET 6TH FLR | AddressLine1Txt |
| City | BRIDGEPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | 2018-08-28 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT SCHLESS | PreparerPersonNm |
| PTIN | P01236203 | PTIN |
| Phone | 2033665876 | PhoneNum |
| Preparation | 2018-08-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,347,413 | 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 | $7,106,775 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $231,370 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $187,895 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $416,563 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,421,778 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $416,563 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,576 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,763,285 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $604,459 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | 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 | $19,580 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,580 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $981 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $269 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $62,571 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $62,550 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $119,132 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,870 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $98,550 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $663,445 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $663,445 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $782,577 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,870 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $761,995 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,980,708 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $584,589 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $37,245 | CashBOYAmt |
| Cash EOY | $25,551 | CashEOYAmt |
| Cash EOYFMV | $25,551 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,273,923 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,544,867 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,544,867 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $687,585 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,235,285 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,837,974 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,536,180 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,810,974 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,816,325 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,383,152 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,268,796 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,109,968 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $185 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,728 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,728 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,918,270 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,898,201 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,347,413 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $96 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $96 | 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 | $13,803,519 | RetainedEarningBOYAmt |
| Retained Earning EOY | $20,783,354 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,918,270 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,898,105 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,918,270 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,898,201 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,918,270 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,980,708 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $20,898,978 | SubtotalAmt |
| Other Decreases | $873 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,898,105 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| WELLS FARGO | $90,000 | $90,000 | $0 | $0 | |
| MORGAN STANLEY | $125,000 | $125,000 | $0 | $0 | |
| CHARLES SCHWAB | $42,078 | $41,811 | $267 | $267 | |
| CHARLES SCHWAB | $190,744 | $165,277 | $25,467 | $25,467 | |
| MERRILL LYNCH #04K18 | $41 | $39 | $2 | $2 | |
| MERRILL LYNCH #04K18 | $105,581 | $105,620 | -$39 | -$39 | |
| MERRILL LYNCH #04K18 | $110,008 | $110,035 | -$27 | -$27 | |
| MERRILL LYNCH #02466 | $82,996 | $81,606 | $1,390 | $1,390 | |
| MERRILL LYNCH #02466 | $671,790 | $434,723 | $237,067 | $237,067 | |
| MERRILL LYNCH #02467 | $215,865 | $210,959 | $4,906 | $4,906 | |
| MERRILL LYNCH #02467 | $3,760,471 | $3,620,508 | $139,963 | $139,963 | |
| SALE 300 BUCKEYE PARTNERS LP | $15,856 | $11,624 | $4,232 | $4,232 | |
| SALE 400 ENBRIDGE ENERGY PARTNERS LP | $5,896 | $2,655 | $3,241 | $3,241 | |
| SALE 254 ENERGY TRANSFER PARTNERS | $4,365 | $4,365 | $0 | $0 | P |
| ENBRIDGE ENERGY PARTNERS K-1 | $993 | -$993 | -$993 | P | |
| CAPITAL GAINS DIVIDENDS | $1,087 | $1,087 | $1,087 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $416,563 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,177,208 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,471,160 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.087387 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $453,600 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,447,566 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048012 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $367,400 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,859,652 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062700 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $406,291 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,863,876 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.083532 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $401,307 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,728,042 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.107646 | DistributionYr5Rt |
| Total Distribution | 0.389277 | TotalDistributionRt |
| Average Distribution | 0.077855 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,008,373 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,557,752 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,846 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,563,598 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $761,995 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,692 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,692 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,692 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,016 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,016 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $9,676 | 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 |
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 | 2.00 | $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 | $14,859,548 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,440,793 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,728 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,313,069 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,313,069 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $304,696 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,008,373 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,000,419 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,000,419 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,692 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,692 | TotalTaxAmt |
| Distributable Before Adj | $988,727 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $988,727 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $988,727 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $761,995 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $761,995 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $761,995 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $988,727 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $216,753 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $165,567 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $77,677 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $507,682 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $967,679 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $761,995 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $761,995 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $226,732 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $226,732 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $740,947 | 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 | $740,947 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $155,588 | ExcessFromYear4Amt |
| Excess From Year3 | $77,677 | ExcessFromYear3Amt |
| Excess From Year1 | $507,682 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NEIL MELLEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACES FOUNDATION | ||||||||
| 350 STATE STREET | NORTH HAVEN | CT | 06473 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $2,860 | |
| ACHILLES INTERNATIONAL | ||||||||
| 42 WEST 38TH STREET | NEW YORK | NY | 10018 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $60,000 | |
| AMERICAN RED CROSS | ||||||||
| 209 FARMINGTON AVENUE 3RD FL | FARMINGTON | CT | 06032 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,000 | |
| AUTISM SERVICES AND RESOURCES CONNECTICUT | ||||||||
| 101 NORTH PLAINS INDUSTRIAL ROAD | WALLINGFORD | CT | 06492 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTIONCHARITABLE CONTRIBUTION | $1,500 | HARVEST PARK BUILDING 1A |
| BOYS AND GIRLS CLUB OF BRIDGEPORT | ||||||||
| 102 PARK STREET | BRIDGEPORT | CT | 06608 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $350 | |
| BRIDGEPORT BOARD OF EDUCATION GOOD SPORTS GRANT | ||||||||
| 160 IRANISTAN AVENUE | BRIDGEPORT | CT | 06604 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,500 | |
| CAMP RISING SUN CHAR FOUNDATION | ||||||||
| PO BOX 310611 | NEWINGTON | CT | 06131 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $250 | |
| 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 | |
| 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 INSTITUTE FOR REFUGEES AND IMMIGRANTS | ||||||||
| 670 CLINTON AVENUE | BRIDGEPORT | CT | 06605 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $2,000 | |
| CONTINUUM OF CARE | ||||||||
| 109 LEGION AVENUE | NEW HAVEN | CT | 06519 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $250 | |
| COVENANT SOUP KITCHEN | ||||||||
| 220 VALLEY STREET | WILLIMANTIC | CT | 06226 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $7,500 | |
| FREE WHEELCHAIR MISSION | ||||||||
| 15279 ALTON PARKWAY SUITE 300 | IRVINE | CA | 92618 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,600 | |
| GAYLORD HOSPITAL | ||||||||
| 50 GAYLORD FARM ROAD | WALLINGFORD | CT | 06492 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 | |
| GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND | ||||||||
| 75 WASHINGTON AVENUE | PORTLAND | ME | 04101 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $25,000 | |
| JEWISH FAMILY SERVICES OF WESTERN MA | ||||||||
| 15 LENOX STREET | SPRINGFIELD | MA | 01108 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $3,000 | |
| LIFEBRIDGE COMMUNITY SERVICES | ||||||||
| 475 CLINTON AVENUE | BRIDGEPORT | CT | 06605 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,500 | |
| MERCY LEARNING CENTER OF BRIDGEPORT | ||||||||
| 637 PARK AVENUE | BRIDGEPORT | CT | 06604 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $3,600 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 733 THIRD AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $12,627 | |
| 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 | |
| OUR LADY OF MERCY SCHOOL | ||||||||
| 149 NECK ROAD | MADISON | CT | 06443 | 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 | $3,000 | |
| ST MARTIN DE PORRES ACADEMY | ||||||||
| 208 COLUMBUS AVENUE | NEW HAVEN | CT | 06519 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $116,608 | |
| ST VINCENT'S MEDICAL CENTER FOUNDATION | ||||||||
| 2800 MAIN STREET | BRIDGEPORT | CT | 06606 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $50,000 | |
| ST BERNADETTE'S SCHOOL | ||||||||
| 20 BURR STREET | NEW HAVEN | CT | 06512 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $2,500 | |
| TENNIS FOUNDATION OF CONNECTICUT | ||||||||
| 45 YALE AVENUE | NEW HAVEN | CT | 06515 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $2,800 | |
| THE CHILDREN'S MIRACLE NETWORK HOSPITALS | ||||||||
| 205 WEST 700 SOUTH | SALT LAKE CITY | UT | 84101 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,000 | |
| THE MYELIN PROJECT | ||||||||
| PO BOX 39 | PACIFIC PALISADES | CA | 90272 | 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 | $310,000 | |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $663,445 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $231,370 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $416,563 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (6 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| BUCKEYE PARTNERS K-1 | 900099 | $688 | ||
| ENBRIDGE ENERGY PARTNERS K-1 | 900099 | -$877 | ||
| ENERGY TRANSFER PARTNERS K-1 | 900099 | -$78 | ||
| PY DISALLOWED LOSSES | 14 | -$7,789 | ||
| ORDINARY GAIN ON SALE OF PARTNERSHIPS | 14 | $16,579 | ||
| NUSTAR ENERGY LP | 900099 | $53 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$214 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $656,724 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $656,510 | 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 | $259,861 | Yes (X) | |
| NEIL MELLEN | |||||||
| 2 | 30 SHADY LANE | MONROE | CT | 06468 | $11,942,046 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | MUTUAL FUNDS | $5,924,222 | 2017-12-20 |
| 2 | EQUITIES | $5,817,190 | 2017-12-27 |
| 2 | FIXED INCOME SECURITIES | $200,634 | 2017-12-27 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $5,810,974 | EOYBookValueAmt |
| EOYFMV | $5,816,325 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $6,235,285 | EOYBookValueAmt |
| EOYFMV | $8,837,974 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIMITED PARTNERSHIPS | FMV | $2,817 | $2,514 |
| MUTUAL FUNDS | AT COST | $4,763,887 | $7,602,916 |
| REIT | AT COST | $502,092 | $504,538 |
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 (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM BROKER | $185 | $335 | $335 |
| PREPAID INTEREST INCOME | $12,393 | $12,393 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DEDUCTIBLE EXPENSES | Desc |
| Amt | $873 | 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 | $60,000 | $0 | $60,000 |
| OTHER DEDUCTIONS FROM K-1 | $21 | $21 | $0 |
| LICENSE AND DUES | $2,550 | $0 | $2,550 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| BUCKEYE PARTNERS K-1 | $688 | $688 |
| ENBRIDGE ENERGY PARTNERS K-1 | -$877 | -$877 |
| ENERGY TRANSFER PARTNERS K-1 | -$78 | -$78 |
| PY DISALLOWED LOSSES | -$7,789 | -$7,789 |
| ORDINARY GAIN ON SALE OF PARTNERSHIPS | $16,579 | $16,579 |
| NUSTAR ENERGY LP | $53 | $53 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO BROKER | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $96 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAN FEES | $300 | $300 | $0 |
| ADVISORY FEES | $19,280 | $19,280 | $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 | $712 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $269 | $269 | $0 |
Comments