TOWN FAIR TIRE FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TOWN FAIR TIRE FOUNDATION INC (EIN 06-1592259)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-08
- IRS object ID
- 201432209349100403
- Schema version
- 2013v3.0
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-08T08:46:46-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 MAIN STREET 6TH FLOOR | AddressLine1 |
| City | BRIDGEPORT | City |
| State | CT | State |
| ZIP Code | 066044915 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | EAST HAVEN | City |
| State | CT | State |
| ZIP Code | 06512 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NEIL MELLEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2034678600 | PhoneNum |
| Signature | 2014-08-06 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,802,744 | 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 | $1,900,600 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $95,932 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $95,932 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $8 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $8 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $8 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $32,081 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $761,265 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,081 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $466 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $42 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,029,108 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $128,084 | 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 |
| Other Prof Fees Rev And Expnss | $4,379 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,379 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,709 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $209 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,205 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,293 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,588 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $406,291 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $406,291 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $436,584 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,588 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $406,291 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,592,524 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $123,496 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,127 | CashBOYAmt |
| Cash EOY | $13,557 | CashEOYAmt |
| Cash EOYFMV | $13,557 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,150,861 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,373,817 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,373,817 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $629,134 | CorporateStockBOYAmt |
| Corporate Stock EOY | $607,664 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $817,796 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,986,651 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,001,950 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,062,305 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $122,826 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $513,231 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $534,142 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $124 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,127 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,127 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,895,723 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,511,346 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,802,744 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $23,051 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,051 | 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 | $3,780,972 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,373,544 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,895,723 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,488,295 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,895,723 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,511,346 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,895,723 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,592,524 | ExcessRevenueOverExpensesAmt |
| Other Increases | $48 | OtherIncreasesAmt |
| Subtotal | $5,488,295 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,488,295 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH ACCOUNT | P | $60,175 | $60,591 | -$416 | -$416 |
| CHARLES SCHWAB ACCOUNT | P | $136,264 | $138,375 | -$2,111 | -$2,111 |
| CHARLES SCHWAB ACCOUNT | P | $244,650 | $210,065 | $34,585 | $34,585 |
| WELLS FARGO ACCOUNT | P | $320,000 | $320,000 | $0 | $0 |
| PVR PARTNERS 1231 GAIN | P | $23 | $23 | $23 | |
| ENBRIDGE ENERGY SEC 1231 LOSS DISALLOWED | P | $153 | $153 | $153 | |
| ENBRIDGE ENERGY SEC 1231 LOSS | P | $153 | -$153 | -$153 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,081 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $401,307 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,728,042 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.107646 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $325,161 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,242,869 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.100270 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $286,559 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,893,143 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.099048 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $185,043 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,293,867 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.080669 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $97,314 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,927,316 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050492 | DistributionYr5Rt |
| Total Distribution | 0.438125 | TotalDistributionRt |
| Average Distribution | 0.087625 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,863,876 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $426,197 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,235 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $427,432 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $406,291 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,470 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,470 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,470 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,336 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,150 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,486 | TotalPaymentsAndCreditsAmt |
| Overpayment | $16 | OverpaymentAmt |
| Applied To ES Tax | $16 | 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 | AddressLine1 |
| City | EAST HAVEN | City |
| State | CT | State |
| ZIP Code | 06512 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 COOKE ROAD | WALLINGFORD | CT | 06492 | 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 | ||||||||
| 94 ISLAND AVENUE | 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 | $3,164,637 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,772,181 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,127 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,937,945 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,937,945 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,069 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,863,876 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $243,194 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $243,194 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,470 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,470 | TotalTaxAmt |
| Distributable Before Adj | $240,724 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $240,724 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $240,724 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $406,291 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $406,291 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $406,291 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $240,724 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $27,571 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $142,952 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $164,520 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $216,753 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $551,796 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $406,291 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $240,724 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $165,567 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $717,363 | 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 | $717,363 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,571 | ExcessFromYear4Amt |
| Excess From Year3 | $142,952 | ExcessFromYear3Amt |
| Excess From Year2 | $164,520 | ExcessFromYear2Amt |
| Excess From Year1 | $216,753 | ExcessFromYear1Amt |
| Excess From Current Year | $165,567 | 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 (33 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | 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 |
| OPERATION SMILE | |||||||
| 6435 TIDEWATER DRIVE | NORFOLK | VA | 23509 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $60,000 |
| 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 |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| 1952 WHITNEY AVENUE | HAMDEN | CT | 06517 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $2,500 |
| RONALD MCDONALD HOUSE OF CT | |||||||
| 501 GEORGE STREET | NEW HAVEN | CT | 06511 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,500 |
| UNITED WAY OF GREATER NEW HAVEN | |||||||
| 900 CHAPEL STREET | NEW HAVEN | CT | 06510 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $10,000 |
| NEW HAVEN HOME RECOVERY INC | |||||||
| 153 EAST STREET | NEW HAVEN | CT | 06511 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $7,450 |
| MULTIPLE SCHLEROSIS RESEARCH CENTER OF NY | |||||||
| 632 WEST 57TH STREET | NEW YORK | NY | 10019 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $42,001 |
| 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 | $62,490 |
| 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 | $45,000 |
| INTERNATIONAL INSTITUTE OF CT | |||||||
| 670 CLINTON AVENUE | BRIDGEPORT | CT | 06605 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| BRIAN J KELLEY FOUNDATION | |||||||
| 234 CHURCH STREET | NEW HAVEN | CT | 06510 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $2,500 |
| ACES FOUNDATION | |||||||
| 350 STATE STREET | NORTH HAVEN | CT | 06473 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $600 |
| HAITI WORKSINC | |||||||
| 855 MAIN STREET 5TH FLOOR | BRIDGEPORT | CT | 06604 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| MONROE POLICE DEPT | |||||||
| 7 FAN HILL ROAD | MONROE | CT | 06468 | 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 | $20,500 |
| OPERATION STARS & STRIPES | |||||||
| 483 OLD CANTON ROAD | MARIETTA | GA | 30068 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $500 |
| PARK CITY MEDICAL CENTER FOUNDATION | |||||||
| 900 ROUND VALLEY DRIVE | PARK CITY | UT | 84060 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $7,500 |
| ST JOHN'S UNIVERSITY | |||||||
| 8000 UTOPIA TURNPIKE | QUEENS | NY | 11439 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $2,000 |
| TUESDAY'S CHILDREN CO RESILIENCY CENTER OF NEWTOWN | |||||||
| 153 SOUTH MAIN STREET | NEWTOWN | CT | 06470 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $406,291 | 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 | $21 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95,932 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $42 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32,081 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| BUCKEYE PARTNERS K-1 | 900099 | $497 |
| ENBRIDGE ENERGY PARTNERS K-1 | 900099 | -$3,053 |
| PVR PARTNERS K-1 | 900099 | -$1,249 |
| DISALLOWED LOSSES | 900099 | $4,229 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $424 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $128,084 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $128,508 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| NEIL MELLEN | ||||||
| 1 | 30 SHADY LANE | MONROE | CT | 06468 | $500,000 | Yes (X) |
| ROBERT LAKIN | ||||||
| 2 | 539 BURLINGAME AVENUE | LOS ANGELES | CA | 90049 | $1,400,000 | Yes (X) |
| NANCY MELLEN | ||||||
| 3 | 19854 LULL STREET | WINNETKA | CA | 91306 | $300 | Yes (X) |
| DEBORAH WEGELEBEN | ||||||
| 4 | 6830 NE BOTHELL WAY | KENMORE | WA | 98028 | $300 | Yes (X) |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $2,001,950 | EOYBookValueAmt |
| EOYFMV | $2,062,305 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $607,664 | EOYBookValueAmt |
| EOYFMV | $817,796 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIMITED PARTNERSHIPS | FMV | $17,025 | $43,983 |
| MUTUAL FUNDS | AT COST | $490,021 | $490,159 |
| PTP LOSS C/F ENBRIDGE | AT COST | $3,939 | $0 |
| PTP LOSS C/F PVR | AT COST | $2,246 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM BROKER | Desc |
| BOY Book Value | $124 | BOYBookValueAmt |
| EOY Book Value | $1,127 | EOYBookValueAmt |
| EOYFMV | $1,127 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $24,000 | $0 | $0 |
| MISCELLANEOUS | $205 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PVR PARTNERS K-1 | $42 | $42 | $42 |
| BUCKEYE PARTNERS K-1 | $497 | $497 | |
| ENBRIDGE ENERGY PARTNERS K-1 | -$3,053 | -$3,053 | |
| PVR PARTNERS K-1 | -$1,249 | -$1,249 | |
| DISALLOWED LOSSES | $4,229 | $4,229 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NON-DEDUCTIBLE EXPENSES | Description |
| Amount | $48 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DUE TO BROKER | $0 | $23,001 |
| ADVANCE | $0 | $50 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAN FEES | $180 | $180 | $0 |
| ADVISORY FEES | $4,199 | $4,199 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $1,500 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $209 | $209 | $0 |
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