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 222778847 THE MELLEN FOUNDATION INC MELL 2033665876 460 COE AVENUE EAST HAVEN CT 06512 NEIL MELLEN SECRETARY/TREASURER 2033665876 2014-08-06 1 ROBERT J SCHLESS P01236203 2033665876 2013 2015-12-30 17:16:21Z X 1882883 X X 66795 66795 12900 667439 12900 79695 79695 0 0 0 0 0 1099 99 0 0 6271 6113 0 0 7370 6212 0 0 243135 243135 250505 6212 0 243135 -170810 73483 0 124360 199606 199606 404671 417702 715313 1213507 953957 967323 454 641 641 1742992 1571906 1882883 276 0 276 0 X 0 0 0 0 1742716 1571906 1742716 1571906 1742992 1571906 1742716 -170810 0 1571906 0 1571906 MERRILL LYNCH ACCOUNT P 283683 267317 16366 16366 CHARLES SCHWAB ACCOUNT P 148774 151658 -2884 -2884 CHARLES SCHWAB ACCOUNT P 234982 235564 -582 -582 12900 0 175689 1947667 0.090205 289591 2314647 0.125112 99150 2159947 0.045904 60328 1969601 0.030630 66017 1979490 0.033351 0.325202 0.065040 1902727 123753 735 124488 243135 X 735 0 735 0 735 998 550 1548 813 813 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A NEIL MELLEN 2033665876 460 COE AVENUE EAST HAVEN CT 06512 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 1769172 161983 548 1931703 0 0 1931703 28976 1902727 95136 95136 735 735 94401 0 94401 0 94401 243135 0 243135 735 242400 94401 0 0 68295 79826 148121 243135 0 0 0 94401 148734 0 0 296855 0 0 0 0 0 0 0 296855 68295 79826 148734 X 4 PAWS FOR ABILITY 253 DAYTON AVENUE XENIA OH 45385 501(C)(3) CHARITABLE CONTRIBUTION 1000 ACHILLES INTERNATIONAL 42 WEST 38TH STREET NEW YORK NY 10018 501(C)(3) CHARITABLE CONTRIBUTION 15000 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 1000 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 1000 AZ GOLDEN RESCUE 5350 W DEL LAGO GLENDALE AZ 85308 501(C)(3) CHARITABLE CONTRIBUTION 1000 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 1000 CEDARS-SINAI MEDICAL FOUNDATION 8700 BEVERLY BOULEVARD LOS ANGELES CA 90048 501(C)(3) CHARITABLE CONTRIBUTION 25000 CHILDREN'S SKIN DISEASE FDN 1600 S MAIN STREET WALNUT CREEK CA 94598 501(C)(3) CHARITABLE CONTRIBUTION 1000 CLOTHING CHILDREN IN NEED INC 30 SHADY LANE MONROE CT 06468 501(C)(3) CHARITABLE CONTRIBUTION 1000 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 1000 CONNECTICUT HOSPICE 100 DOUBLE BEACH ROAD BRANFORD CT 06405 501(C)(3) CHARITABLE CONTRIBUTION 1000 DAUGHTERS OF CHARITY 1490 NORTH AVENUE BRIDGEPORT CT 06604 501(C)(3) CHARITABLE CONTRIBUTION 1250 DELANCY STREET FOUNDATION 600 EMBARCADERO SAN FRANCISCO CA 94107 501(C)(3) CHARITABLE CONTRIBUTION 2000 EDISON ELEMENTARY SCHOOL 115 BOSTON TERRACE BRIDGEPORT CT 06610 501(C)(3) CHARITABLE CONTRIBUTION 2000 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 2500 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 1000 HOPE ALLIANCE 1775 W 1500 SOUTH SALT LAKE CITY UT 84104 501(C)(3) CHARITABLE CONTRIBUTION 2000 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 1000 INNOCENCE PROJECT 40 WORTH STREET NEW YORK NY 10013 501(C)(3) CHARITABLE CONTRIBUTION 13000 INTERNATIONAL HEARING DOG INC 5901 EAST 89TH STREET HENDERSON CO 80640 501(C)(3) CHARITABLE CONTRIBUTION 1250 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 1000 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 2500 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 45000 NATIONAL MULTIPLE SCLEROSIS 103 JFK PARKWAY SHORT HILLS NJ 07078 501(C)(3) CHARITABLE CONTRIBUTION;LISTTOTAL 3000 23000 NEUROPATHY ASSOCIATION 60 EAST 42ND STREET NEW YORK NY 10165 501(C)(3) CHARITABLE CONTRIBUTION 3500 NEW YORK SCHOOL FOR THE DEAF 555 KNOLLWOOD ROAD WHITE PLAINS NY 10603 501(C)(3) CHARITABLE CONTRIBUTION 1500 ONE STEP AT A TIME C/O THE ZIMMERMAN GROUP PO BOX 28 HIGHWOOD IL 60040 501(C)(3) CHARITABLE CONTRIBUTION 1000 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 32500 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 2000 PLANNED PARENTHOOD OF UTAH 654 SOUTH 900 EAST SALT LAKE CITY UT 84102 501(C)(3) CHARITABLE CONTRIBUTION 1000 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 1000 ST MARTIN DE PORRES 19767 YORBA LINDA BLVD YORBA LINDA CA 92886 501(C)(3) CHARITABLE CONTRIBUTION 10000 ST VINCENT'S MEDICAL CENTER 2800 MAIN STREET BRIDGEPORT CT 06606 501(C)(3) CHARITABLE CONTRIBUTION 1500 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 1000 WEBER STATE UNIVERSITY 4018 UNIVERSITY CIRCLE OGDEN UT 84408 501(C)(3) CHARITABLE CONTRIBUTION 3000 MONROE EMS 7 FAN HILL ROAD MONROE CT 06468 501(C)(3) CHARITABLE CONTRIBUTION 1000 OPERATION SMILE 6435 TIDEWATER DRIVE NORFOLK VA 75732 501(C)(3) CHARITABLE CONTRIBUTION 20000 MONROE CT TOWN OF C/O BILL DAVIN 7 FAN HILL RD MONROE CT 06468 501(C)(3) CHARITABLE CONTRIBUTION 3685 MONROE FOOD PANTRY 7 FAN HILL ROAD MONROE CT 06468 501(C)(3) CHARITABLE CONTRIBUTION 1500 MONROE PROJECT WARMTH C/O BARBARA YEAGER 7 FAN HILL RD MONROE CT 06468 501(C)(3) CHARITABLE CONTRIBUTION 1000 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 1000 YESHIVA UNIVERSITY 500 WEST 185TH STREET NEW YORK NY 10033 501(C)(3) CHARITABLE CONTRIBUTION 250 243135 0 14 66795 18 12900 0 79695 0 79695 0 0 0 0 0 0 0 0 0 0 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. CORPORATE BONDS - ML 433535 453932 CORPORATE BONDS - CHAS SCHWAB 520422 513391 EQUITIES - CHAS SCHWAB 417702 715313 ACCRUED INTEREST PAID 454 641 641 INVESTMENT MGMT. FEES 6113 6113 0 0 BANK CHARGES 158 0 0 0 DUE TO BROKER 276 0 FOREIGN TAX WITHHELD 99 99 0 0 FEDERAL EXCISE TAX 1000 0 0 0