BETA

THE MELLEN FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE MELLEN FOUNDATION INC (EIN 22-2778847)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-10-05
IRS object ID
201522789349100002
Schema version
2014v5.0
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)
Return2015-10-05T08:07:16-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061331879PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRIEDBERG SMITH & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1855 MAIN STREET 6TH FLOORAddressLine1Txt
CityBRIDGEPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP066044915ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-09-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT J SCHLESSPreparerPersonNm
PTINP01236203PTIN
Phone2033665876PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,784,680FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$51,849DividendsRevAndExpnssAmt
Dividends Net Invst Incm$51,849DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$81,761NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$605,499GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$81,761CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$133,610TotalRevAndExpnssAmt
Total Net Invst Incm$133,610TotalNetInvstIncmAmt
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$729OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$615TaxesRevAndExpnssAmt
Taxes Net Invst Incm$65TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,044OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,844OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,388TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,909TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$236,550ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$236,550ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$244,938TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,909TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$236,550TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$111,328ExcessRevenueOverExpensesAmt
Net Investment Income$126,701NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$199,606SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$142,482SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$142,482SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$417,702CorporateStockBOYAmt
Corporate Stock EOY$507,192CorporateStockEOYAmt
Corporate Stock EOYFMV$828,283CorporateStockEOYFMVAmt
Corporate Bonds BOY$953,957CorporateBondsBOYAmt
Corporate Bonds EOY$810,813CorporateBondsEOYAmt
Corporate Bonds EOYFMV$813,824CorporateBondsEOYFMVAmt
Other Assets BOY$641OtherAssetsBOYAmt
Other Assets EOY$91OtherAssetsEOYAmt
Other Assets EOYFMV$91OtherAssetsEOYFMVAmt
Total Assets BOY$1,571,906TotalAssetsBOYAmt
Total Assets EOY$1,460,578TotalAssetsEOYAmt
Total Assets EOYFMV$1,784,680TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
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$1,571,906RetainedEarningBOYAmt
Retained Earning EOY$1,460,578RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,571,906TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,460,578TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,571,906TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,460,578TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,571,906TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$111,328ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,460,578SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,460,578TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH ACCOUNTP$194,809$184,283$10,526$10,526
CHARLES SCHWAB ACCOUNTP$108,962$100,378$8,584$8,584
CHARLES SCHWAB ACCOUNTP$300,978$239,077$61,901$61,901
CHARLES SCHWAB ACCOUNT - TREEHOUSE TENDER OFFERP$750$750$750
FieldValueIRS element (for citing)
Capital Gain Net Income$81,761CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$242,400AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,902,727NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.127396DistributionYr1Rt
Adjusted Qlfy Distri Yr2$175,689AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,947,667NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.090205DistributionYr2Rt
Adjusted Qlfy Distri Yr3$289,591AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,314,647NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.125112DistributionYr3Rt
Adjusted Qlfy Distri Yr4$99,150AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,159,947NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045904DistributionYr4Rt
Adjusted Qlfy Distri Yr5$60,328AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,969,601NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.030630DistributionYr5Rt
Total Distribution0.419247TotalDistributionRt
Average Distribution0.083849AverageDistributionRt
Net Vl Noncharitable Assets$1,806,004NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$151,432AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,267NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$152,699AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$236,550QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,267InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,267SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,267TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$813EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$813TotalPaymentsAndCreditsAmt
Tax Due$454TaxDueAmt

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$1,662,372AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$171,044AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$91FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,833,507TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,833,507AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,503CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,806,004NetVlNoncharitableAssetsAmt
Minimum Investment Return$90,300MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$90,300MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,267TaxBasedOnInvestmentIncomeAmt
Total Tax$1,267TotalTaxAmt
Distributable Before Adj$89,033DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$89,033DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$89,033DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$236,550ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$236,550QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,267PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$235,283AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$89,033DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$68,295ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$79,826ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$148,734ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$296,855TotalExcessDistributionCyovAmt
Qualifying Distributions$236,550QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$89,033AppliedToCurrentYearAmt
Remaining Distri From Corpus$147,517RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$444,372TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$444,372ExcessDistriCyovToNextYrAmt
Excess From Year3$68,295ExcessFromYear3Amt
Excess From Year2$79,826ExcessFromYear2Amt
Excess From Year1$148,734ExcessFromYear1Amt
Excess From Current Year$147,517ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 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
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$500
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVDDENVERCO80221501(C)(3)CHARITABLE CONTRIBUTION$500
ARTS KIDS INC
PO BOX 980365PARK CITYUT84098501(C)(3)CHARITABLE CONTRIBUTION$750
AUTISM SPEAKS
980-990 WASHINGTON STREETDEDHAMMA02026501(C)(3)CHARITABLE CONTRIBUTION$1,000
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
CEDARS-SINAI MEDICAL FOUNDATION
8700 BEVERLY BOULEVARDLOS ANGELESCA90048501(C)(3)CHARITABLE CONTRIBUTION$25,000
CLOTHING CHILDREN IN NEED INC
30 SHADY LANEMONROECT06468501(C)(3)CHARITABLE CONTRIBUTION$1,000
CONNECTICUT HOSPICE
100 DOUBLE BEACH ROADBRANFORDCT06405501(C)(3)CHARITABLE CONTRIBUTION$1,000
DAUGHTERS OF CHARITY
1490 NORTH AVENUEBRIDGEPORTCT06604501(C)(3)CHARITABLE CONTRIBUTION$1,500
DELANCY STREET FOUNDATION
600 EMBARCADEROSAN FRANCISCOCA94107501(C)(3)CHARITABLE CONTRIBUTION$2,000
EDISON ELEMENTARY SCHOOL
115 BOSTON TERRACEBRIDGEPORTCT06610501(C)(3)CHARITABLE CONTRIBUTION$2,000
GRACE INSTITUTE
1233 SECOND AVENUENEW YORKNY10065501(C)(3)CHARITABLE CONTRIBUTION$1,000
HEAL UTAH
824 S 400W STE B-111SALT LAKE CITYUT84101501(C)(3)CHARITABLE CONTRIBUTION$2,500
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
HOPE LINE
4749 MAIN STREETBRIDGEPORTCT06606501(C)(3)CHARITABLE CONTRIBUTION$750
HOUSATONIC COMMUNITY COLLEGE
900 LAFAYETTE BLVDBRIDGEPORTCT06604501(C)(3)CHARITABLE CONTRIBUTION$1,000
INNOCENCE PROJECT
40 WORTH STREETNEW YORKNY10013501(C)(3)CHARITABLE CONTRIBUTION$15,000
INTERNATIONAL HEARING DOG INC
5901 EAST 89TH STREETHENDERSONCO80640501(C)(3)CHARITABLE CONTRIBUTION$1,250
JEWISH FAMILY SERVICES
2370 PARK AVENUEBRIDGEPORTCT06604501(C)(3)CHARITABLE CONTRIBUTION$500
JEWISH HOME FOR THE ELDERLY
175 JEFFERSON STREETFAIRFIELDCT06825501(C)(3)CHARITABLE CONTRIBUTION$500
MEALS ON WHEELS
475 CLINTON AVENUEBRIDGEPORTCT06605501(C)(3)CHARITABLE CONTRIBUTION$1,500
MONROE EMS
7 FAN HILL ROADMONROECT06468501(C)(3)CHARITABLE CONTRIBUTION$1,250
MONROE FOOD PANTRY
7 FAN HILL ROADMONROECT06468501(C)(3)CHARITABLE CONTRIBUTION$2,000
MONROE PROJECT WARMTH
C/O BARBARA YEAGER 7 FAN HILL RDMONROECT06468501(C)(3)CHARITABLE CONTRIBUTION$1,000
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$72,000
NATIONAL MULTIPLE SCLEROSIS
103 JFK PARKWAYSHORT HILLSNJ07078501(C)(3)CHARITABLE CONTRIBUTION$28,000
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$300
PARK CITY ECCLES CENTER FOR THE PERFORMING ARTS FOUNDATION
PO BOX 1297PARK CITYUT84060501(C)(3)CHARITABLE CONTRIBUTION$1,000
PARK CITY MEDICAL CENTER FOUNDATION
900 ROUND VALLEY DRIVEPARK CITYUT84060501(C)(3)CHARITABLE CONTRIBUTION$25,000
PEOPLE'S HEALTH CLINIC
PO BOX 681558PARK CITYUT84068501(C)(3)CHARITABLE CONTRIBUTION$750
PLANNED PARENTHOOD OF CT
345 WHITNEY AVENUENEW HAVENCT06511501(C)(3)CHARITABLE CONTRIBUTION$2,500
PLANNED PARENTHOOD OF UTAH
654 SOUTH 900 EASTSALT LAKE CITYUT84102501(C)(3)CHARITABLE CONTRIBUTION$1,250
SALVATION ARMY
1313 CONNECTICUT AVENUEBRIDGEPORTCT06607501(C)(3)CHARITABLE CONTRIBUTION$250
SAVE THE SOUND
142 TEMPLE STREETNRW HAVENCT06510501(C)(3)CHARITABLE CONTRIBUTION$500
ST MARTIN DE PORRES
19767 YORBA LINDA BLVDYORBA LINDACA92886501(C)(3)CHARITABLE CONTRIBUTION$20,000
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
YESHIVA UNIVERSITY
500 WEST 185TH STREETNEW YORKNY10033501(C)(3)CHARITABLE CONTRIBUTION$250
MONROE FRIENDS OF THE LIBRARY
733 MONROE TURNPIKEMONROECT06468501(C)(3)CHARITABLE CONTRIBUTION$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$236,550TotalGrantOrContriPdDurYrAmt
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$51,849ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$81,761ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$133,610ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$133,610TotalIncomeProducingActyAmt

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

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$248,780$255,346
CORPORATE BONDS - CHAS SCHWAB$562,033$558,478

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIES - CHAS SCHWABStockNm
EOY Book Value$507,192EOYBookValueAmt
EOYFMV$828,283EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCRUED INTEREST PAID$641$0$0
DUE FROM BROKER$0$91$91

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MGMT. FEES$6,844$6,844$0$0
BANK CHARGES$150$0$0$0
LICENSE AND FEES$50$0$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategorySECRETARIAL SERVICESCategoryTxt
Amt$729Amt
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 TAX WITHHELD$65$65$0$0
FEDERAL EXCISE TAX$550$0$0$0

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