2014-08-08T08:46:46-05:00 2013-12-31 061331879 FRIEDBERG SMITH & CO PC 855 MAIN STREET 6TH FLOOR BRIDGEPORT CT 066044915 990PF 2013-01-01 061592259 TOWN FAIR TIRE FOUNDATION INC TOWN 2034678600 460 COE AVE EAST HAVEN CT 06512 NEIL MELLEN PRESIDENT 2034678600 2014-08-06 1 ROBERT J SCHLESS P01236203 2033665876 2013 2015-12-30 17:16:21Z X 5802744 X 1900600 21 21 95932 95932 8 8 8 32081 761265 32081 466 42 2029108 128084 0 0 0 4379 4379 0 1709 209 0 24205 0 0 30293 4588 0 406291 406291 436584 4588 406291 1592524 123496 6127 13557 13557 1150861 2373817 2373817 629134 607664 817796 1986651 2001950 2062305 122826 513231 534142 124 1127 1127 3895723 5511346 5802744 0 23051 0 23051 X 114751 114751 0 0 3780972 5373544 3895723 5488295 3895723 5511346 3895723 1592524 48 5488295 0 5488295 MERRILL LYNCH ACCOUNT P 60175 60591 -416 -416 CHARLES SCHWAB ACCOUNT P 136264 138375 -2111 -2111 CHARLES SCHWAB ACCOUNT P 244650 210065 34585 34585 WELLS FARGO ACCOUNT P 320000 320000 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 32081 0 401307 3728042 0.107646 325161 3242869 0.100270 286559 2893143 0.099048 185043 2293867 0.080669 97314 1927316 0.050492 0.438125 0.087625 4863876 426197 1235 427432 406291 2470 0 2470 0 2470 1336 1150 2486 16 16 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A NEIL MELLEN 2034678600 460 COE AVE EAST HAVEN CT 06512 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 3164637 1772181 1127 4937945 0 0 4937945 74069 4863876 243194 243194 2470 2470 240724 0 240724 0 240724 406291 0 406291 0 406291 240724 0 0 27571 142952 164520 216753 551796 406291 0 0 0 240724 165567 0 0 717363 0 0 0 0 0 0 0 717363 27571 142952 164520 216753 165567 NEIL MELLEN X AFTER THE FINISH LINE 10153 RIVERSIDE DRIVE SUITE 397 TOLUCA LAKE CA 91602 NONE 501 (C)(3) CHARITABLE CONTRIBUTION 3500 CEDARS-SINAI MEDICAL CENTER 8700 BEVERLY BLVD SUITE 290W LOS ANGELES CA 90048 NONE 501 (C)(3) CHARITABLE CONTRIBUTION 42500 COLUMBUS HOUSE 586 ELLA GRASSO BLVD NEW HAVEN CT 06519 NONE 501 (C)(3) CHARITABLE CONTRIBUTION 2500 OPERATION SMILE 6435 TIDEWATER DRIVE NORFOLK VA 23509 NONE 501 (C)(3) CHARITABLE CONTRIBUTION 60000 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 2000 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 5000 ST VINCENT'S MEDICAL CENTER FOUNDATION 2800 MAIN STREET BRIDGEPORT CT 06606 NONE 501 (C)(3) CHARITABLE CONTRIBUTION 50000 NEW HAVEN SYMPHONY ORCHESTRA INC PO BOX 9718 NEW HAVEN CT 06536 NONE 501 (C)(3) CHARITABLE CONTRIBUTION 5000 MUSCULAR DYSTROPHY ASSOCIATION 1952 WHITNEY AVENUE HAMDEN CT 06517 NONE 501 (C)(3) CHARITABLE CONTRIBUTION 2500 RONALD MCDONALD HOUSE OF CT 501 GEORGE STREET NEW HAVEN CT 06511 NONE 501 (C)(3) CHARITABLE CONTRIBUTION 1500 UNITED WAY OF GREATER NEW HAVEN 900 CHAPEL STREET NEW HAVEN CT 06510 NONE 501 (C)(3) CHARITABLE CONTRIBUTION 10000 NEW HAVEN HOME RECOVERY INC 153 EAST STREET NEW HAVEN CT 06511 NONE 501 (C)(3) CHARITABLE CONTRIBUTION 7450 MULTIPLE SCHLEROSIS RESEARCH CENTER OF NY 632 WEST 57TH STREET NEW YORK NY 10019 NONE 501 (C)(3) CHARITABLE CONTRIBUTION 42001 CONNECTICUT FOOD BANK PO BOX 8686 NEW HAVEN CT 06531 NONE 501 (C)(3) CHARITABLE CONTRIBUTION 1500 ST MARTIN DE PORRES ACADEMY 208 COLUMBUS AVENUE NEW HAVEN CT 06519 NONE 501 (C)(3) CHARITABLE CONTRIBUTION 62490 ALZHEIMER'S ASSOCIATION INC 2075 SILAS DEANE HIGHWAY ROCKY HILL CT 06067 NONE 501 (C)(3) CHARITABLE CONTRIBUTION 1500 DEMOS 220 FIFTH AVENUE 2ND FLOOR NEW YORK NY 10001 NONE 501 (C)(3) CHARITABLE CONTRIBUTION 1500 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 20000 ACHILLES INTERNATIONAL 42 WEST 38TH STREET NEW YORK NY 10018 NONE 501 (C)(3) CHARITABLE CONTRIBUTION 45000 INTERNATIONAL INSTITUTE OF CT 670 CLINTON AVENUE BRIDGEPORT CT 06605 NONE 501 (C)(3) CHARITABLE CONTRIBUTION 1000 BRIAN J KELLEY FOUNDATION 234 CHURCH STREET NEW HAVEN CT 06510 NONE 501 (C)(3) CHARITABLE CONTRIBUTION 2500 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 1000 MONROE POLICE DEPT 7 FAN HILL ROAD MONROE CT 06468 NONE 501 (C)(3) CHARITABLE CONTRIBUTION 1000 NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 THIRD AVENUE 3RD FLOOR NEW YORK NY 10017 NONE 501 (C)(3) CHARITABLE CONTRIBUTION 20500 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 7500 ST JOHN'S UNIVERSITY 8000 UTOPIA TURNPIKE QUEENS NY 11439 NONE 501 (C)(3) CHARITABLE CONTRIBUTION 2000 TUESDAY'S CHILDREN CO RESILIENCY CENTER OF NEWTOWN 153 SOUTH MAIN STREET NEWTOWN CT 06470 NONE 501 (C)(3) CHARITABLE CONTRIBUTION 2000 406291 0 14 21 14 95932 14 8 15 42 18 32081 BUCKEYE PARTNERS K-1 900099 497 ENBRIDGE ENERGY PARTNERS K-1 900099 -3053 PVR PARTNERS K-1 900099 -1249 DISALLOWED LOSSES 900099 4229 424 128084 0 128508 0 0 0 0 0 0 0 0 0 0 X X 1 NEIL MELLEN 30 SHADY LANE MONROE CT 06468 500000 X 2 ROBERT LAKIN 539 BURLINGAME AVENUE LOS ANGELES CA 90049 1400000 X 3 NANCY MELLEN 19854 LULL STREET WINNETKA CA 91306 300 X 4 DEBORAH WEGELEBEN 6830 NE BOTHELL WAY KENMORE WA 98028 300 X FIXED INCOME SECURITIES 2001950 2062305 EQUITIES 607664 817796 LIMITED PARTNERSHIPS FMV 17025 43983 MUTUAL FUNDS AT COST 490021 490159 PTP LOSS C/F ENBRIDGE AT COST 3939 0 PTP LOSS C/F PVR AT COST 2246 0 DUE FROM BROKER 124 1127 1127 CONSULTING FEES 24000 0 0 MISCELLANEOUS 205 0 0 PVR PARTNERS K-1 42 42 42 BUCKEYE PARTNERS K-1 497 497 ENBRIDGE ENERGY PARTNERS K-1 -3053 -3053 PVR PARTNERS K-1 -1249 -1249 DISALLOWED LOSSES 4229 4229 NON-DEDUCTIBLE EXPENSES 48 DUE TO BROKER 0 23001 ADVANCE 0 50 CUSTODIAN FEES 180 180 0 ADVISORY FEES 4199 4199 0 FEDERAL EXCISE TAX 1500 0 0 FOREIGN TAXES WITHHELD 209 209 0