THE MELLEN FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE MELLEN FOUNDATION INC (EIN 22-2778847)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-08
- IRS object ID
- 201442209349100404
- 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
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities 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 | 222778847 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MELLEN FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MELL | BusinessNameControlTxt |
| Phone | 2033665876 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 COE AVENUE | 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 | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 2033665876 | 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 | $1,882,883 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $66,795 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,795 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,900 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $667,439 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,900 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $79,695 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $79,695 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,099 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $99 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,271 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,113 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,370 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,212 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $243,135 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $243,135 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $250,505 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,212 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $243,135 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$170,810 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,483 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $124,360 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $199,606 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $199,606 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $404,671 | CorporateStockBOYAmt |
| Corporate Stock EOY | $417,702 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $715,313 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,213,507 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $953,957 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $967,323 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $454 | OtherAssetsBOYAmt |
| Other Assets EOY | $641 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $641 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,742,992 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,571,906 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,882,883 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $276 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $276 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,742,716 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,571,906 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,742,716 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,571,906 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,742,992 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,571,906 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,742,716 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$170,810 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,571,906 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,571,906 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH ACCOUNT | P | $283,683 | $267,317 | $16,366 | $16,366 |
| CHARLES SCHWAB ACCOUNT | P | $148,774 | $151,658 | -$2,884 | -$2,884 |
| CHARLES SCHWAB ACCOUNT | P | $234,982 | $235,564 | -$582 | -$582 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,900 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $175,689 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,947,667 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.090205 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $289,591 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,314,647 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.125112 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $99,150 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,159,947 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045904 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $60,328 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,969,601 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.030630 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $66,017 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,979,490 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.033351 | DistributionYr5Rt |
| Total Distribution | 0.325202 | TotalDistributionRt |
| Average Distribution | 0.065040 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,902,727 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $123,753 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $735 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $124,488 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $243,135 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $735 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $735 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $735 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $998 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $550 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,548 | TotalPaymentsAndCreditsAmt |
| Overpayment | $813 | OverpaymentAmt |
| Applied To ES Tax | $813 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEIL MELLEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2033665876 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 COE AVENUE | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| DIANE MELLEN | ||||||||
| 30 SHADY LANE | MONROE | CT | 06468 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| NEIL MELLEN | ||||||||
| 30 SHADY LANE | MONROE | CT | 06468 | SECRETARY/TREASURER | 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 | $1,769,172 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $161,983 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $548 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,931,703 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,931,703 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,976 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,902,727 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $95,136 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $95,136 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $735 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $735 | TotalTaxAmt |
| Distributable Before Adj | $94,401 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $94,401 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $94,401 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $243,135 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $243,135 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $735 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $242,400 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $94,401 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $68,295 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $79,826 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $148,121 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $243,135 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $94,401 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $148,734 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $296,855 | 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 | $296,855 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $68,295 | ExcessFromYear2Amt |
| Excess From Year1 | $79,826 | ExcessFromYear1Amt |
| Excess From Current Year | $148,734 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 4 PAWS FOR ABILITY | ||||||
| 253 DAYTON AVENUE | XENIA | OH | 45385 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| ACHILLES INTERNATIONAL | ||||||
| 42 WEST 38TH STREET | NEW YORK | NY | 10018 | 501(C)(3) | CHARITABLE CONTRIBUTION | $15,000 |
| ADOPT-A-NATIVE ELDER PROGRAM | ||||||
| PO BOX 3401 | PARK CITY | UT | 84060 | 501(C)(3) | CHARITABLE CONTRIBUTION | $500 |
| AFTER THE FINISH LINE | ||||||
| 10153 RIVERSIDE DRIVE | TOLUCA LAKE | CA | 91602 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| AMERICAN CIVIL LIBERTIES UNION | ||||||
| 355 N 300 W | SALT LAKE CITY | UT | 84103 | 501(C)(3) | CHARITABLE CONTRIBUTION | $500 |
| AMERICAN INDIAN COLLEGE FUND | ||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | 501(C)(3) | CHARITABLE CONTRIBUTION | $500 |
| ARTS KIDS INC | ||||||
| PO BOX 980365 | PARK CITY | UT | 84098 | 501(C)(3) | CHARITABLE CONTRIBUTION | $750 |
| AUTISM SPEAKS | ||||||
| 980-990 WASHINGTON STREET | DEDHAM | MA | 02026 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| AZ GOLDEN RESCUE | ||||||
| 5350 W DEL LAGO | GLENDALE | AZ | 85308 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| BEST FRIENDS ANIMAL SOCIETY | ||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | 501(C)(3) | CHARITABLE CONTRIBUTION | $500 |
| BRIDGEPORT RESCUE MISSION | ||||||
| PO BOX 9057 | BRIDGEPORT | CT | 06605 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| CEDARS-SINAI MEDICAL FOUNDATION | ||||||
| 8700 BEVERLY BOULEVARD | LOS ANGELES | CA | 90048 | 501(C)(3) | CHARITABLE CONTRIBUTION | $25,000 |
| CHILDREN'S SKIN DISEASE FDN | ||||||
| 1600 S MAIN STREET | WALNUT CREEK | CA | 94598 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| CLOTHING CHILDREN IN NEED INC | ||||||
| 30 SHADY LANE | MONROE | CT | 06468 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| BEARDSLEY ZOO | ||||||
| 1875 NOBLE AVENUE | BRIDGEPORT | CT | 06608 | 501(C)(3) | CHARITABLE CONTRIBUTION | $600 |
| CONNECTICUT BURNS CARE FOUNDATION | ||||||
| 601 BOSTON POST ROAD | MILFORD | CT | 06460 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| CONNECTICUT HOSPICE | ||||||
| 100 DOUBLE BEACH ROAD | BRANFORD | CT | 06405 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| DAUGHTERS OF CHARITY | ||||||
| 1490 NORTH AVENUE | BRIDGEPORT | CT | 06604 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,250 |
| DELANCY STREET FOUNDATION | ||||||
| 600 EMBARCADERO | SAN FRANCISCO | CA | 94107 | 501(C)(3) | CHARITABLE CONTRIBUTION | $2,000 |
| EDISON ELEMENTARY SCHOOL | ||||||
| 115 BOSTON TERRACE | BRIDGEPORT | CT | 06610 | 501(C)(3) | CHARITABLE CONTRIBUTION | $2,000 |
| GRACE INSTITUTE | ||||||
| 1233 SECOND AVENUE | NEW YORK | NY | 10065 | 501(C)(3) | CHARITABLE CONTRIBUTION | $750 |
| HEAL UTAH | ||||||
| 824 S 400W STE B-111 | SALT LAKE CITY | UT | 84101 | 501(C)(3) | CHARITABLE CONTRIBUTION | $2,500 |
| HABITAT FOR HUMANITY | ||||||
| 121 HABITAT STREET | AMERICUS | GA | 31709 | 501(C)(3) | CHARITABLE CONTRIBUTION | $500 |
| HOME FOR THE BRAVE | ||||||
| 655 PARK AVENUE | BRIDGEPORT | CT | 06604 | 501(C)(3) | CHARITABLE CONTRIBUTIONCHARITABLE CONTRIBUTION | $1,000 |
| HOPE ALLIANCE | ||||||
| 1775 W 1500 SOUTH | SALT LAKE CITY | UT | 84104 | 501(C)(3) | CHARITABLE CONTRIBUTION | $2,000 |
| HOPE LINE | ||||||
| 4749 MAIN STREET | BRIDGEPORT | CT | 06606 | 501(C)(3) | CHARITABLE CONTRIBUTION | $750 |
| HOUSATONIC COMMUNITY COLLEGE | ||||||
| 900 LAFAYETTE BLVD | BRIDGEPORT | CT | 06604 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| INNOCENCE PROJECT | ||||||
| 40 WORTH STREET | NEW YORK | NY | 10013 | 501(C)(3) | CHARITABLE CONTRIBUTION | $13,000 |
| INTERNATIONAL HEARING DOG INC | ||||||
| 5901 EAST 89TH STREET | HENDERSON | CO | 80640 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,250 |
| JEWISH FAMILY SERVICES | ||||||
| 2370 PARK AVENUE | BRIDGEPORT | CT | 06604 | 501(C)(3) | CHARITABLE CONTRIBUTION | $500 |
| JEWISH HOME FOR THE ELDERLY | ||||||
| 175 JEFFERSON STREET | FAIRFIELD | CT | 06825 | 501(C)(3) | CHARITABLE CONTRIBUTION | $500 |
| MEALS ON WHEELS | ||||||
| 475 CLINTON AVENUE | BRIDGEPORT | CT | 06605 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| MONROE VOLUNTEER FIRE DEPT | ||||||
| 7 FAN HILL ROAD | MONROE | CT | 06468 | 501(C)(3) | CHARITABLE CONTRIBUTION | $500 |
| MONROE CT POLICE DEPARTMENT | ||||||
| 7 FAN HILL ROAD | MONROE | CT | 06468 | 501(C)(3) | CHARITABLE CONTRIBUTION | $2,500 |
| MOTHERS AGAINST DRUNK DRIVING | ||||||
| 371 FOXON ROAD 1 | EAST HAVEN | CT | 06513 | 501(C)(3) | CHARITABLE CONTRIBUTION | $300 |
| MS RESEARCH CENTER OF NY | ||||||
| 521 WEST 57TH STREET | NEW YORK | NY | 10019 | 501(C)(3) | CHARITABLE CONTRIBUTION;LISTTOTAL 35000 | $45,000 |
| NATIONAL MULTIPLE SCLEROSIS | ||||||
| 103 JFK PARKWAY | SHORT HILLS | NJ | 07078 | 501(C)(3) | CHARITABLE CONTRIBUTION;LISTTOTAL 3000 | $23,000 |
| NEUROPATHY ASSOCIATION | ||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 10165 | 501(C)(3) | CHARITABLE CONTRIBUTION | $3,500 |
| NEW YORK SCHOOL FOR THE DEAF | ||||||
| 555 KNOLLWOOD ROAD | WHITE PLAINS | NY | 10603 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,500 |
| ONE STEP AT A TIME | ||||||
| C/O THE ZIMMERMAN GROUP PO BOX 28 | HIGHWOOD | IL | 60040 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| OPEN DOOR SHELTER INC | ||||||
| 4 MERRITT STREET | SO NORWALK | CT | 06856 | 501(C)(3) | CHARITABLE CONTRIBUTION | $300 |
| PARK CITY MEDICAL CENTER FOUNDATION | ||||||
| 900 ROUND VALLEY DRIVE | PARK CITY | UT | 84060 | 501(C)(3) | CHARITABLE CONTRIBUTION | $32,500 |
| PEOPLE'S HEALTH CLINIC | ||||||
| PO BOX 681558 | PARK CITY | UT | 84068 | 501(C)(3) | CHARITABLE CONTRIBUTION | $750 |
| PLANNED PARENTHOOD OF CT | ||||||
| 345 WHITNEY AVENUE | NEW HAVEN | CT | 06511 | 501(C)(3) | CHARITABLE CONTRIBUTION;LISTTOTAL 2500 | $2,000 |
| PLANNED PARENTHOOD OF UTAH | ||||||
| 654 SOUTH 900 EAST | SALT LAKE CITY | UT | 84102 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| SALVATION ARMY | ||||||
| 1313 CONNECTICUT AVENUE | BRIDGEPORT | CT | 06607 | 501(C)(3) | CHARITABLE CONTRIBUTION | $250 |
| SAVE THE SOUND | ||||||
| 142 TEMPLE STREET | NRW HAVEN | CT | 06510 | 501(C)(3) | CHARITABLE CONTRIBUTION | $500 |
| SHANTI PURI FOUNDATION | ||||||
| 2011 CREST DRIVE | ENCINITAS | CA | 92024 | 501(C)(3) | CHARITABLE CONTRIBUTION;LISTTOTAL 3500 | $1,000 |
| ST MARTIN DE PORRES | ||||||
| 19767 YORBA LINDA BLVD | YORBA LINDA | CA | 92886 | 501(C)(3) | CHARITABLE CONTRIBUTION | $10,000 |
| ST VINCENT'S MEDICAL CENTER | ||||||
| 2800 MAIN STREET | BRIDGEPORT | CT | 06606 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,500 |
| SUMMITT LAND CONSERVANCY | ||||||
| PO BOX 1775 | PARK CITY | UT | 84060 | 501(C)(3) | CHARITABLE CONTRIBUTION | $500 |
| THOMAS MERTON CENTER | ||||||
| 43 MADISON AVENUE | BRIDGEPORT | CT | 06604 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| WEBER STATE UNIVERSITY | ||||||
| 4018 UNIVERSITY CIRCLE | OGDEN | UT | 84408 | 501(C)(3) | CHARITABLE CONTRIBUTION | $3,000 |
| MONROE EMS | ||||||
| 7 FAN HILL ROAD | MONROE | CT | 06468 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| OPERATION SMILE | ||||||
| 6435 TIDEWATER DRIVE | NORFOLK | VA | 75732 | 501(C)(3) | CHARITABLE CONTRIBUTION | $20,000 |
| MONROE CT TOWN OF | ||||||
| C/O BILL DAVIN 7 FAN HILL RD | MONROE | CT | 06468 | 501(C)(3) | CHARITABLE CONTRIBUTION | $3,685 |
| MONROE FOOD PANTRY | ||||||
| 7 FAN HILL ROAD | MONROE | CT | 06468 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,500 |
| MONROE PROJECT WARMTH | ||||||
| C/O BARBARA YEAGER 7 FAN HILL RD | MONROE | CT | 06468 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| NATIONAL BREAST CANCER ORGANIZATION | ||||||
| C/O ZIMMERMAN GROUP PO BOX 28 | HIGHWOOD | IL | 06040 | 501(C)(3) | CHARITABLE CONTRIBUTION | $750 |
| PARK CITY ECCLES CENTER FOR THE PERFORMING ARTS FOUNDATION | ||||||
| PO BOX 1297 | PARK CITY | UT | 84060 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| YESHIVA UNIVERSITY | ||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | 501(C)(3) | CHARITABLE CONTRIBUTION | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $243,135 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,795 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,900 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $79,695 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $79,695 | 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 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE 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)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS - ML | $433,535 | $453,932 |
| CORPORATE BONDS - CHAS SCHWAB | $520,422 | $513,391 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES - CHAS SCHWAB | StockNm |
| EOY Book Value | $417,702 | EOYBookValueAmt |
| EOYFMV | $715,313 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST PAID | Desc |
| BOY Book Value | $454 | BOYBookValueAmt |
| EOY Book Value | $641 | EOYBookValueAmt |
| EOYFMV | $641 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MGMT. FEES | $6,113 | $6,113 | $0 | $0 |
| BANK CHARGES | $158 | $0 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO BROKER | Desc |
| BOY Book Value | $276 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX WITHHELD | $99 | $99 | $0 | $0 |
| FEDERAL EXCISE TAX | $1,000 | $0 | $0 | $0 |
Comments