TOWN FAIR TIRE FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TOWN FAIR TIRE FOUNDATION INC (EIN 06-1592259)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-12
- IRS object ID
- 201312249349100426
- Schema version
- 2012v2.1
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-12T13:23:22-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061331879 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDBERG SMITH & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061592259 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOWN FAIR TIRE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TOWN | NameControl |
| Phone | 2034678600 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NEIL MELLEN | Name |
| Title | PRESIDENT | Title |
| Phone | 2034678600 | Phone |
| Date Signed | 2013-08-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID ZIEFF | Name |
| PTIN | P01236646 | PTIN |
| Phone | 2033665876 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4072142 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 750000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 96288 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 96288 | DividendsNetInvstIncm |
| Gross Rents Rev And Expnss | 10 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 10 | GrossRentsNetInvstIncm |
| Net Rental Income Or Loss | 10 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | -14491 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 944265 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 579 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 189 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 832387 | TotalRevenueAndExpenses |
| Total Net Investment Income | 96488 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 3945 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 3945 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1047 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 96 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 24014 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 29006 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4041 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 402231 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 402231 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 431237 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4041 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 402231 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 401150 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 92447 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 21344 | CashBOY |
| Cash EOY | 6127 | CashEOY |
| Cash EOYFMV | 6127 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1143207 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1150861 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1150861 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 595060 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 629134 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 699917 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1715545 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1986651 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 2081893 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 19410 | InvestmentsOtherBOY |
| Investments Other EOY | 122826 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 133220 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 0 | OtherAssetsBOY |
| Other Assets EOY | 124 | OtherAssetsEOY |
| Other Assets EOYFMV | 124 | OtherAssetsEOYFMV |
| Total Assets BOY | 3494566 | TotalAssetsBOY |
| Total Assets EOY | 3895723 | TotalAssetsEOY |
| Total Assets EOYFMV | 4072142 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 114751 | CapitalStockBOY |
| Capital Stock EOY | 114751 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 3379815 | RetainedEarningsBOY |
| Retained Earnings EOY | 3780972 | RetainedEarningsEOY |
| Total Net Assets BOY | 3494566 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3895723 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3494566 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3895723 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3494566 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 401150 | ExcessOfRevenueOverExpenses |
| Other Increases | 7 | OtherIncreases |
| Subtotal | 3895723 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3895723 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (10 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| MERRILL LYNCH ACCT #812-04K-18 | P | 24825 | 25352 | -527 | -527 |
| MERRILL LYNCH ACCT #812-04K-18 | P | 80003 | 79276 | 727 | 727 |
| MERRILL LYNCH ACCT NON DIV DISTR | P | 875 | 875 | 0 | 0 |
| CHARLES SCHWAB ACCT #FG 3891-6903 | P | 69048 | 72765 | -3717 | -3717 |
| CHARLES SCHWAB ACCT #FG 3891-6903 | P | 156930 | 168547 | -11617 | -11617 |
| WELLS FARGO ADVISORS ACCT #6604-9428 | P | 611913 | 611913 | 0 | 0 |
| CHARLES SCHWAB ADD'L PROCEEDS | P | 500 | 500 | 500 | |
| BUCKEYE PARTNERS 1231 LOSS | P | 28 | -28 | -28 | |
| PVR PARTNERS 1231 GAIN | P | 93 | 93 | 93 | |
| CAPITAL GAINS DIVIDENDS | P | 78 | 78 | 78 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -14491 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 325161 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3242869 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.100270 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 286559 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2893143 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.099048 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 185043 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2293867 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.080669 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 97314 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1927316 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.050492 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 52500 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1526645 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.034389 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.364868 | TotalDistributionRatio |
| Average Distribution Ratio | 0.072974 | AverageDistributionRatio |
| Net Noncharitable Assets | 3728042 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 272050 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 924 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 272974 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 402231 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 924 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 924 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 924 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 760 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 1500 | TaxPaidWithExtension |
| Total Credits And Payments | 2260 | TotalCreditsAndPayments |
| Overpayment | 1336 | Overpayment |
| Amount Credited To Next Year | 1336 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CT | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | NEIL MELLEN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2034678600 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2623982 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1160770 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 62 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3784814 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3784814 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 56772 | CashDeemedCharitable |
| Net Noncharitable Assets | 3728042 | NetNoncharitableAssets |
| Minimum Investment Return | 186402 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 186402 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 924 | TaxBasedOnInvestmentIncome |
| Total Tax | 924 | TotalTax |
| Distributable Amount Before Adj | 185478 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 185478 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 185478 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 402231 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 402231 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 924 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 401307 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 185478 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 27571 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 142952 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 164520 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 335043 | TotalExcessDistriCarryover |
| Qualifying Distributions | 402231 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 185478 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 216753 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 551796 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 551796 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 27571 | ExcessFromYear3 |
| Excess From Year2 | 142952 | ExcessFromYear2 |
| Excess From Year1 | 164520 | ExcessFromYear1 |
| Excess From Current Year | 216753 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NEIL MELLEN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (32 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AFTER THE FINISH LINE | |||||||
| 10153 RIVERSIDE DRIVE SUITE 397 | TOLUCA LAKE | CA | 91602 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $3,000 |
| CEDARS-SINAI MEDICAL CENTER | |||||||
| 8700 BEVERLY BLVD SUITE 290W | LOS ANGELES | CA | 90048 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $100,000 |
| COLUMBUS HOUSE | |||||||
| 586 ELLA GRASSO BLVD | NEW HAVEN | CT | 06519 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $5,000 |
| OPERATION SMILE | |||||||
| 6435 TIDEWATER DRIVE | NORFOLK | VA | 23509 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $25,002 |
| 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 |
| CABRINI MISSION FOUNDATION | |||||||
| 222 EAST 19TH STREET SUITE 5E | NEW YORK | NY | 10003 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $10,000 |
| ST VINCENT'S MEDICAL CENTER FOUNDATION | |||||||
| 2800 MAIN STREET | BRIDGEPORT | CT | 06606 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $52,500 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 718 | OKLAHOMA CITY | OK | 73123 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $300 |
| 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 | $3,000 |
| 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 | $6,000 |
| MULTIPLE SCHLEROSIS RESEARCH CENTER OF NY | |||||||
| 632 WEST 57TH STREET | NEW YORK | NY | 10019 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $59,500 |
| 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 | $60,000 |
| ALZHEIMER'S ASSOCIATION INC | |||||||
| 2075 SILAS DEANE HIGHWAY | ROCKY HILL | CT | 06067 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| CONVENANT SOUP KITCHEN | |||||||
| 220 VALLEY STREET | WILLIMANTIC | CT | 06226 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| DEMOS | |||||||
| 220 FIFTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| LITERACY VOLUNTEERS OF GREATER NH | |||||||
| 4 SCIENCE PARK | NEW HAVEN | CT | 06473 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $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 | $11,000 |
| ACHILLES INTERNATIONAL | |||||||
| 42 WEST 38TH STREET | NEW YORK | NY | 10018 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $25,000 |
| 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 | $2,000 |
| ACES FOUNDATION | |||||||
| 350 STATE STREET | NORTH HAVEN | CT | 06473 | NONE | 501 (C)(3) | CHARITABLE CONTRIBUTION | $5,648 |
| BETTER BOYS FOUNDATION | |||||||
| 1512 SOUTH PULASKI ROAD | CHICAGO | IL | 60623 | 501 (C)(3) | CHARITABLE CONTRIBUTION | $531 | |
| UNITED WAY OF WESTERN CT | |||||||
| 85 WEST STREET | DANBURY | CT | 06810 | 501 (C)(3) | CHARITABLE CONTRIBUTION | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 402231 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $96,288 | ExclusionAmount |
Net Rental Incm Re Debt Fincd Prop NetRentalIncmReDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $189 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$14,491 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Unrelated Business IncomeUnrelatedBusinessIncomeAmount |
|---|---|---|
| BUCKEYE PARTNERS K-1 | 900099 | $390 |
| ENBRIDGE ENERGY PARTNERS K-1 | 900099 | -$886 |
| PVR PARTNERS K-1 | 900099 | -$917 |
| DISALLOWED LOSSES | 900099 | $1,803 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $390 | UnrelatedBusinessIncomeAmount |
| Exclusion | $81,997 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 82387 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | NEIL MELLEN | 30 SHADY LANE | MONROE | CT | 06468 | 500000 | X |
| 2 | ROBERT LAKIN | 539 BURLINGAME AVENUE | LOS ANGELES | CA | 90049 | 250000 | X |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | FIXED INCOME SECURITIES | NameOfBond |
| EOY Book Value | 1986651 | EOYBookValue |
| EOYFMV | 2081893 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | EQUITIES | NameOfStock |
| EOY Book Value | 629134 | EOYBookValue |
| EOYFMV | 699917 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| LIMITED PARTNERSHIPS | FMV | 24025 | 35175 |
| MUTUAL FUNDS | AT COST | 96998 | 96242 |
| PTP LOSS C/F ENBRIDGE | AT COST | 886 | 886 |
| PTP LOSS C/F PVR | AT COST | 917 | 917 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE FROM BROKER | Description |
| EOY Book Value | 124 | EOYBookValue |
| EOYFMV | 124 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| CONSULTING FEES | 24000 | 0 | 0 |
| MISCELLANEOUS | 14 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| PVR PARTNERS K-1 | 26 | 26 | 26 |
| MISCELLANEOUS | 163 | 163 | 163 |
| BUCKEYE PARTNERS K-1 | 390 | 390 | |
| ENBRIDGE ENERGY PARTNERS K-1 | -886 | -886 | |
| PVR PARTNERS K-1 | -917 | -917 | |
| DISALLOWED LOSSES | 1803 | 1803 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NON-DEDUCTIBLE EXPENSES | Description |
| Amount | $7 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| CUSTODIAN FEES | $150 | 150 | 0 |
| ADVISORY FEES | $3,795 | 3795 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL EXCISE TAX | $951 | 0 | 0 |
| FOREIGN TAXES WITHHELD | $96 | 96 | 0 |
Comments