TOWN FAIR TIRE FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- TOWN FAIR TIRE FOUNDATION INC (EIN 06-1592259)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-29
- IRS object ID
- 201532109349100903
- 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
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-29T15:37:52-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061331879 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDBERG SMITH & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 MAIN STREET 6TH FLOOR | AddressLine1Txt |
| City | BRIDGEPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 066044915 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | 2015-07-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT J SCHLESS | PreparerPersonNm |
| PTIN | P01236203 | PTIN |
| Phone | 2033665876 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,095,557 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $340 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $340 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $111,403 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $111,403 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56,389 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $488,593 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $56,389 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$2,001 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $30 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $666,131 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $168,162 | 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 | $5,407 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $4,961 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,961 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,791 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $177 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,052 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,211 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,140 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $367,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $367,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $403,611 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,140 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $367,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $262,520 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $163,022 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,557 | CashBOYAmt |
| Cash EOY | $25,086 | CashEOYAmt |
| Cash EOYFMV | $25,086 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,373,817 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,699,160 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,699,160 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $607,664 | CorporateStockBOYAmt |
| Corporate Stock EOY | $646,062 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $921,832 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,001,950 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,873,454 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,921,713 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $513,231 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $506,466 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $527,171 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,127 | OtherAssetsBOYAmt |
| Other Assets EOY | $595 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $595 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,511,346 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,750,823 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,095,557 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $23,051 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $50 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $23,051 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50 | 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 | $5,373,544 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,636,022 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,488,295 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,750,773 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,511,346 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,750,823 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,488,295 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $262,520 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,750,815 | SubtotalAmt |
| Other Decreases | $42 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,750,773 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH ACCOUNT | P | $152,316 | $149,863 | $2,453 | $2,453 |
| CHARLES SCHWAB ACCOUNT | P | $67,353 | $60,024 | $7,329 | $7,329 |
| CHARLES SCHWAB ACCOUNT | P | $267,757 | $221,371 | $46,386 | $46,386 |
| ENBRIDGE ENERGY PARTNERS LP K-1 | P | $377 | -$377 | -$377 | |
| REGENCY ENERGY PARTNERS LP K-1 | P | $53 | -$53 | -$53 | |
| BUCKEYE PARTNERS LP SEC 1231 LOSS | P | $383 | -$383 | -$383 | |
| REGENCY ENERGY PARTNERS SEC 1231 GAIN | P | $23 | $23 | $23 | |
| PVR PARTNERS LP SEC 1231 LOSS | P | $133 | -$133 | -$133 | |
| CHARLES SCHWAB ACCOUNT - TENDER OFFER | P | $750 | $750 | $750 | |
| MERRILL LYNCH CAPITAL GAIN DIVIDENDS | P | $394 | $394 | $394 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $56,389 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $406,291 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,863,876 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.083532 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $401,307 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,728,042 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.107646 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $325,161 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,242,869 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.100270 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $286,559 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,893,143 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.099048 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $185,043 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,293,867 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.080669 | DistributionYr5Rt |
| Total Distribution | 0.471165 | TotalDistributionRt |
| Average Distribution | 0.094233 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,859,652 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $552,173 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,630 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $553,803 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $367,400 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,260 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,260 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,260 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,480 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,650 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,130 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $8 | EsPenaltyAmt |
| Overpayment | $862 | OverpaymentAmt |
| Applied To ES Tax | $862 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 (4 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 | 0.00 | $0 | $0 | $0 |
| MICHAEL BARBARO | ||||||||
| 4 SOUTHBRIDGE | CROMWELL | CT | 06416 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MICHAEL MELLEN | ||||||||
| 23 BLACKBERRY ROAD | HUNTINGTON | CT | 06484 | VICE PRESIDENT AND SECRETA | 0.00 | $0 | $0 | $0 |
| KATHRYN TUTINO | ||||||||
| 7 EVARTS LANE | MADISON | CT | 06443 | DIRECTOR | 0.00 | $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 | $3,392,480 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,555,810 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $595 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,948,885 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,948,885 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,233 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,859,652 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $292,983 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $292,983 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,260 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,260 | TotalTaxAmt |
| Distributable Before Adj | $289,723 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $289,723 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $289,723 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $367,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $367,400 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $367,400 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $289,723 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $27,571 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $142,952 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $164,520 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $216,753 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $165,567 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $717,363 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $367,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $289,723 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $77,677 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $795,040 | 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 | $27,571 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $767,469 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $142,952 | ExcessFromYear4Amt |
| Excess From Year3 | $164,520 | ExcessFromYear3Amt |
| Excess From Year2 | $216,753 | ExcessFromYear2Amt |
| Excess From Year1 | $165,567 | ExcessFromYear1Amt |
| Excess From Current Year | $77,677 | ExcessFromCurrentYearAmt |
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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFTER THE FINISH LINE | |||||||
| 10153 RIVERSIDE DRIVE SUITE 397 | TOLUCA LAKE | CA | 91602 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $3,500 |
| CEDARS-SINAI MEDICAL CENTER | |||||||
| 8700 BEVERLY BLVD SUITE 290W | LOS ANGELES | CA | 90048 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $42,500 |
| COLUMBUS HOUSE | |||||||
| 586 ELLA GRASSO BLVD | NEW HAVEN | CT | 06519 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $2,500 |
| CONNECTICUT HOSPICE | |||||||
| 100 DOUBLE BEACH ROAD | BRANFORD | CT | 06405 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 |
| BRANFORD FESTIVAL CORP | |||||||
| PO BOX 853 | BRANFORD | CT | 06405 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 |
| COMMUNITY DINING ROOM INC | |||||||
| 30 HARRISON AVENUE | BRANFORD | CT | 06405 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $2,000 |
| CAMP RISING SUN CHAR FOUNDATION | |||||||
| PO BOX 310611 | NEWINGTON | CT | 06131 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $250 |
| QUINNIPIAC UNIV SCHOOL OF BUSINESS | |||||||
| 275 MOUNT CARMEL AVENUE | HAMDEN | CT | 06518 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $5,000 |
| ST VINCENT'S MEDICAL CENTER FOUNDATION | |||||||
| 2800 MAIN STREET | BRIDGEPORT | CT | 06606 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $50,000 |
| NEW HAVEN SYMPHONY ORCHESTRA INC | |||||||
| PO BOX 9718 | NEW HAVEN | CT | 06536 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $5,000 |
| RONALD MCDONALD HOUSE OF CT | |||||||
| 501 GEORGE STREET | NEW HAVEN | CT | 06511 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,500 |
| NEW HAVEN HOME RECOVERY INC | |||||||
| 153 EAST STREET | NEW HAVEN | CT | 06511 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $6,000 |
| MULTIPLE SCHLEROSIS RESEARCH CENTER OF NY | |||||||
| 632 WEST 57TH STREET | NEW YORK | NY | 10019 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $25,000 |
| CONNECTICUT FOOD BANK | |||||||
| PO BOX 8686 | NEW HAVEN | CT | 06531 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,500 |
| ST MARTIN DE PORRES ACADEMY | |||||||
| 208 COLUMBUS AVENUE | NEW HAVEN | CT | 06519 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $89,700 |
| ALZHEIMER'S ASSOCIATION INC | |||||||
| 2075 SILAS DEANE HIGHWAY | ROCKY HILL | CT | 06067 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,500 |
| DEMOS | |||||||
| 220 FIFTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,500 |
| MARRAKECH INC | |||||||
| SIX LUNAR DRIVE | WOODBRIDGE | CT | 06525 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 |
| CLOTHING CHILDREN IN NEED | |||||||
| 30 SHADY LANE | MONROE | CT | 06468 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $20,000 |
| ACHILLES INTERNATIONAL | |||||||
| 42 WEST 38TH STREET | NEW YORK | NY | 10018 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $7,000 |
| INTERNATIONAL INSTITUTE OF CT | |||||||
| 670 CLINTON AVENUE | BRIDGEPORT | CT | 06605 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| ACES FOUNDATION | |||||||
| 350 STATE STREET | NORTH HAVEN | CT | 06473 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,450 |
| HAITI WORKSINC | |||||||
| 855 MAIN STREET 5TH FLOOR | BRIDGEPORT | CT | 06604 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $80,000 |
| AUTISM SPEAKS | |||||||
| 85 DEVONSHIRE STREET 9TH FLOOR | BOSTON | MA | 02109 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| BETTER BOYS FOUNDATION | |||||||
| 1512 S PULASKI ROAD | CHICAGO | IL | 60623 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $5,000 |
| CONNECTICUT CHILDREN'S MEDICAL CENTER | |||||||
| 282 WASHINGTON STREET | HARTFORD | CT | 06106 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 |
| CHILDREN'S MIRACLE NETWORK | |||||||
| 282 WASHINGTON STREET | HARTFORD | CT | 06106 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 |
| CONNECTICUT BURNS FOUNDATION | |||||||
| 601 BOSTON POST ROAD | MILFORD | CT | 06460 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 |
| UNITED WAY OF WESTERN CONNECTICUT INC SANDY HOOK SCHOOL SUPPORT FUND | |||||||
| 39 MAIN STREET | NEWTOWN | CT | 06470 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $10,000 |
| YALE NEW HAVEN HOSPITAL TOY CLOSET PROGRAM | |||||||
| 20 YORK STREET | NEW HAVEN | CT | 06510 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $367,400 | 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 | $340 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $111,403 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $30 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $56,389 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (6 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| BUCKEYE PARTNERS K-1 | 900099 | 14 | $467 |
| ENBRIDGE ENERGY PARTNERS K-1 | 900099 | 14 | -$1,013 |
| PVR PARTNERS K-1 | 900099 | 14 | -$252 |
| DISALLOWED LOSSES | 900099 | 14 | $1,832 |
| REGENCY ENERGY PARTNERS | 900099 | 14 | -$819 |
| PVR PARTNERS LOSSES ALLOWED | 900099 | 14 | -$2,246 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $166,131 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $166,131 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | NEIL MELLEN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 SHADY LANE | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06468 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $1,873,454 | EOYBookValueAmt |
| EOYFMV | $1,921,713 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $646,062 | EOYBookValueAmt |
| EOYFMV | $921,832 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIMITED PARTNERSHIPS | FMV | $11,483 | $48,450 |
| MUTUAL FUNDS | AT COST | $489,212 | $478,721 |
| PTP LOSS C/F ENBRIDGE | AT COST | $4,952 | $0 |
| PTP LOSS C/F REGENCY | AT COST | $819 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,407 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM BROKER | Desc |
| BOY Book Value | $1,127 | BOYBookValueAmt |
| EOY Book Value | $595 | EOYBookValueAmt |
| EOYFMV | $595 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DEDUCTIBLE EXPENSES | Desc |
| Amt | $42 | 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 | $22,000 | $0 | $0 |
| MISCELLANEOUS | $50 | $0 | $0 |
| OTHER DEDUCTIONS FROM K-1 | $2 | $2 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PVR PARTNERS K-1 | $28 | $28 | $28 |
| REGENCY ENERGY PARTNERS LP K-1 | $2 | $2 | $2 |
| BUCKEYE PARTNERS K-1 | $467 | $467 | |
| ENBRIDGE ENERGY PARTNERS K-1 | -$1,013 | -$1,013 | |
| PVR PARTNERS K-1 | -$252 | -$252 | |
| DISALLOWED LOSSES | $1,832 | $1,832 | |
| REGENCY ENERGY PARTNERS | -$819 | -$819 | |
| PVR PARTNERS LOSSES ALLOWED | -$2,246 | -$2,246 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DUE TO BROKER | $23,001 | $0 |
| ADVANCE | $50 | $50 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAN FEES | $150 | $150 | $0 |
| ADVISORY FEES | $4,811 | $4,811 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $3,614 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $177 | $177 | $0 |
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