BETA

THE MELLEN FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE MELLEN FOUNDATION INC (EIN 22-2778847)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-11
IRS object ID
201721319349100027
Schema version
2016v3.0
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)
Return2017-05-11T15:32:31-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-05-03SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT SCHLESSPreparerPersonNm
PTINP01236203PTIN
Phone2033665876PhoneNum
Preparation2017-05-03PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address23.25.240.252IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-03IPDt
IP Tm15:54:02IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id05F688E3370272931350834763EB141096D5A35AAtSubmissionCreationDeviceId
At Submission Filing Device Id7E6517CD5CA60BE9A8088ACEF8794B4DA365B3F4AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,715,804FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$125,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$42,512DividendsRevAndExpnssAmt
Dividends Net Invst Incm$42,512DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$66,003NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$475,883GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$66,003CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$233,515TotalRevAndExpnssAmt
Total Net Invst Incm$108,515TotalNetInvstIncmAmt
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$870OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,342TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,775OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,775OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,987TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,775TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$193,650ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$193,650ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$206,637TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,775TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$193,650TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$26,878ExcessRevenueOverExpensesAmt
Net Investment Income$100,740NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$98,503SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$141,156SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$141,156SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$637,929CorporateStockBOYAmt
Corporate Stock EOY$609,708CorporateStockEOYAmt
Corporate Stock EOYFMV$894,541CorporateStockEOYFMVAmt
Corporate Bonds BOY$663,239CorporateBondsBOYAmt
Corporate Bonds EOY$676,325CorporateBondsEOYAmt
Corporate Bonds EOYFMV$679,996CorporateBondsEOYFMVAmt
Other Assets BOY$899OtherAssetsBOYAmt
Other Assets EOY$111OtherAssetsEOYAmt
Other Assets EOYFMV$111OtherAssetsEOYFMVAmt
Total Assets BOY$1,400,570TotalAssetsBOYAmt
Total Assets EOY$1,427,300TotalAssetsEOYAmt
Total Assets EOYFMV$1,715,804TotalAssetsEOYFMVAmt
Other Liabilities BOY$148OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$148TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
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$1,400,422RetainedEarningBOYAmt
Retained Earning EOY$1,427,300RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,400,422TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,427,300TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,400,570TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,427,300TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,400,422TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$26,878ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,427,300SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,427,300TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB ACCOUNTP$138,114$128,474$9,640$9,640
CHARLES SCHWAB ACCOUNTP$311,868$256,417$55,451$55,451
MERRILL LYNCH ACCOUNTP$25,000$24,989$11$11
CHARLES SCHWAB - CASH TENDER ADTP$250$250$250
CHARLES SCHWAB - CONSENT TRIUMPHP$500$500$500
CHARLES SCHWAB - CONSENT ASHLANDP$40$40$40
MERRILL LYNCH - LITIGATION SETTLEMENTP$38$38$38
MERRILL LYNCH - REDEMPTIONP$73$73$73
FieldValueIRS element (for citing)
Capital Gain Net Income$66,003CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$166,940AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,678,758NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.099443DistributionYr1Rt
Adjusted Qlfy Distri Yr2$235,283AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,806,004NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.130278DistributionYr2Rt
Adjusted Qlfy Distri Yr3$242,400AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,902,727NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.127396DistributionYr3Rt
Adjusted Qlfy Distri Yr4$175,689AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,947,667NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.090205DistributionYr4Rt
Adjusted Qlfy Distri Yr5$289,591AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,314,647NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.125112DistributionYr5Rt
Total Distribution0.572434TotalDistributionRt
Average Distribution0.114487AverageDistributionRt
Net Vl Noncharitable Assets$1,644,051NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$188,222AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,007NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$189,229AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$193,650QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,007InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,007SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,007TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,160EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,160TotalPaymentsAndCreditsAmt
Overpayment$1,153OverpaymentAmt
Applied To ES Tax$1,153AppliedToESTaxAmt
Refund$0RefundAmt

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

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$1,549,146AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$119,830AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$111FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,669,087TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,669,087AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$25,036CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,644,051NetVlNoncharitableAssetsAmt
Minimum Investment Return$82,203MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$82,203MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,007TaxBasedOnInvestmentIncomeAmt
Total Tax$1,007TotalTaxAmt
Distributable Before Adj$81,196DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$81,196DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$81,196DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$193,650ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$193,650QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,007PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$192,643AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$81,196DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$68,295ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$79,826ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$148,734ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$147,517ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$85,154ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$529,526TotalExcessDistributionCyovAmt
Qualifying Distributions$193,650QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$81,196AppliedToCurrentYearAmt
Remaining Distri From Corpus$112,454RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$641,980TotalCorpusAmt
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$68,295ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$573,685ExcessDistriCyovToNextYrAmt
Excess From Year4$79,826ExcessFromYear4Amt
Excess From Year3$148,734ExcessFromYear3Amt
Excess From Year2$147,517ExcessFromYear2Amt
Excess From Year1$85,154ExcessFromYear1Amt
Excess From Current Year$112,454ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 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$2,000
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVDDENVERCO80221501(C)(3)CHARITABLE CONTRIBUTION$500
AZ GOLDEN RESCUE
5350 W DEL LAGOGLENDALEAZ85308501(C)(3)CHARITABLE CONTRIBUTION$1,500
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$1,000
CONNECTICUT HOSPICE
100 DOUBLE BEACH ROADBRANFORDCT06405501(C)(3)CHARITABLE CONTRIBUTION$2,500
DAUGHTERS OF CHARITY
1490 NORTH AVENUEBRIDGEPORTCT06604501(C)(3)CHARITABLE CONTRIBUTION$2,000
DELANCY STREET FOUNDATION
600 EMBARCADEROSAN FRANCISCOCA94107501(C)(3)CHARITABLE CONTRIBUTION$2,000
FAMILY SERVICES WOODFIELD
475 CLINTON AVEBRIDGEPORTCT06605501(C)(3)CHARITABLE CONTRIBUTION$2,000
HEAL UTAH
824 S 400W STE B-111SALT LAKE CITYUT84101501(C)(3)CHARITABLE CONTRIBUTION$2,000
HABITAT FOR HUMANITY
121 HABITAT STREETAMERICUSGA31709501(C)(3)CHARITABLE CONTRIBUTION$500
HOME FOR THE BRAVE
655 PARK AVENUEBRIDGEPORTCT06604501(C)(3)CHARITABLE CONTRIBUTIONCHARITABLE CONTRIBUTION$1,000
HOPE ALLIANCE
1775 W 1500 SOUTHSALT LAKE CITYUT84104501(C)(3)CHARITABLE CONTRIBUTION$2,000
HOUSATONIC COMMUNITY COLLEGE
900 LAFAYETTE BLVDBRIDGEPORTCT06604501(C)(3)CHARITABLE CONTRIBUTION$2,000
INNOCENCE PROJECT
40 WORTH STREETNEW YORKNY10013501(C)(3)CHARITABLE CONTRIBUTION$20,000
INTERNATIONAL HEARING DOG INC
5901 EAST 89TH STREETHENDERSONCO80640501(C)(3)CHARITABLE CONTRIBUTION$1,500
MONROE EMS
7 FAN HILL ROADMONROECT06468501(C)(3)CHARITABLE CONTRIBUTION$1,250
MONROE FRIENDS OF THE LIBRARY
733 MONROE TURNPIKEMONROECT06468501(C)(3)CHARITABLE CONTRIBUTION$1,000
MONROE FOOD PANTRY
980 MONROE TURNPIKEMONROECT06468501(C)(3)CHARITABLE CONTRIBUTION$750
MONROE VOLUNTEER FIRE DEPT
7 FAN HILL ROADMONROECT06468501(C)(3)CHARITABLE CONTRIBUTION$750
MOTHERS AGAINST DRUNK DRIVING
371 FOXON ROAD 1EAST HAVENCT06513501(C)(3)CHARITABLE CONTRIBUTION$300
MS RESEARCH CENTER OF NY
521 WEST 57TH STREETNEW YORKNY10019501(C)(3)CHARITABLE CONTRIBUTION;LISTTOTAL 45000$50,000
NATIONAL MULTIPLE SCLEROSIS
103 JFK PARKWAYSHORT HILLSNJ07078501(C)(3)CHARITABLE CONTRIBUTION$28,000
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
ROOSEVELT ELEMENTARY SCHOOL
680 PARK AVENUEBRIDGEPORTCT06604501(C)(3)CHARITABLE CONTRIBUTION$2,000
SALVATION ARMY
1313 CONNECTICUT AVENUEBRIDGEPORTCT06607501(C)(3)CHARITABLE CONTRIBUTION$400
SAVE THE SOUND
142 TEMPLE STREETNEW HAVENCT06510501(C)(3)CHARITABLE CONTRIBUTION$500
ST MARTIN DE PORRES
208 COLUMBUS AVENUENEW HAVENCT06519501(C)(3)CHARITABLE CONTRIBUTION$45,000
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$1,500
WEBER STATE UNIVERSITY
4018 UNIVERSITY CIRCLEOGDENUT84408501(C)(3)CHARITABLE CONTRIBUTION$3,000
BATTLE BUDDIES
88 CINCINNATI DAYTON ROAD 202OLDE WEST CHESTEROH45069501(C)(3)CHARITABLE CONTRIBUITION$1,000
GRACE INSTITUTE
40 RECTOR STREET 14TH FLOORNEW YORKNY10006501(C)(3)CHARITABLE CONTRIBUTION$2,500
RIETS
515 WEST 185TH STREETNEW YORKNY10033501(C)(3)CHARITABLE CONTRIBUTION$500
WARRIOR STORY FIELD
8228 OURAY DRIVELONGMONTCO80503501(C)(3)CHARITABLE CONTRIBUTION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$193,650TotalGrantOrContriPdDurYrAmt
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$42,512ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$66,003ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$108,515ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$108,515TotalIncomeProducingActyAmt

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$125,000TotalContributionsAmt
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$48,493$52,009
BONDS - CHARLES SCHWAB$627,832$627,987

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIES - CHAS SCHWABStockNm
EOY Book Value$609,708EOYBookValueAmt
EOYFMV$894,541EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCRUED INTEREST PAID$899$0$0
DUE FROM BROKER$0$111$111

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MGMT. FEES$7,625$7,625$0$0
BANK CHARGES$150$150$0$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDUE TO BROKERDesc
BOY Book Value$148BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategorySECRETARIAL SERVICESCategoryTxt
Amt$870Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$4,342Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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