THE MELLEN FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE MELLEN FOUNDATION INC (EIN 22-2778847)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-08
- IRS object ID
- 201312209349100301
- 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
- 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) |
|---|---|---|
| Timestamp | 2013-08-08T07:49:16-05:00 | 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 | 222778847 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MELLEN FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MELL | NameControl |
| Phone | 2033665876 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NEIL MELLEN | Name |
| Title | SECRETARY/TREASURER | Title |
| Phone | 2033665876 | 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 | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1980522 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 72817 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 72817 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 8994 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 508136 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 8994 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 81811 | TotalRevenueAndExpenses |
| Total Net Investment Income | 81811 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 616 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 116 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 6227 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 5647 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6843 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5763 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 176449 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 176449 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 183292 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5763 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 176449 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -101481 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 76048 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 186661 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 124360 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 124360 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 362572 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 404671 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 576903 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1294982 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1213507 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1278805 | InvestmentsCorpBondsEOYFMV |
| Other Assets BOY | 0 | OtherAssetsBOY |
| Other Assets EOY | 454 | OtherAssetsEOY |
| Other Assets EOYFMV | 454 | OtherAssetsEOYFMV |
| Total Assets BOY | 1844215 | TotalAssetsBOY |
| Total Assets EOY | 1742992 | TotalAssetsEOY |
| Total Assets EOYFMV | 1980522 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 18 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 276 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 18 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 276 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1844197 | RetainedEarningsBOY |
| Retained Earnings EOY | 1742716 | RetainedEarningsEOY |
| Total Net Assets BOY | 1844197 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1742716 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1844215 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1742992 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1844197 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -101481 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1742716 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1742716 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| MERRILL LYNCH | P | 2528 | 2528 | 0 | 0 |
| MERRILL LYNCH | P | 50000 | 50000 | 0 | 0 |
| MERRILL LYNCH | P | 38674 | 38674 | 0 | 0 |
| CHARLES SCHWAB "HALSEY ASSOC" | P | 134593 | 133083 | 1510 | 1510 |
| CHARLES SCHWAB "HALSEY ASSOC" | P | 281841 | 272950 | 8891 | 8891 |
| CHARLES SCHWAB ADD'L PROCEEDS | P | 500 | 500 | 500 | |
| CHARLES SCHWAB ADDITIONAL BASIS | P | 1907 | -1907 | -1907 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 8994 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 289591 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2314647 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.125112 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 99150 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2159947 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.045904 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 60328 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1969601 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.030630 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 66017 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1979490 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.033351 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 67676 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2143279 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.031576 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.266573 | TotalDistributionRatio |
| Average Distribution Ratio | 0.053315 | AverageDistributionRatio |
| Net Noncharitable Assets | 1947667 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 103840 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 760 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 104600 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 176449 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 760 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 760 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 760 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 758 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 1000 | TaxPaidWithExtension |
| Total Credits And Payments | 1758 | TotalCreditsAndPayments |
| Overpayment | 998 | Overpayment |
| Amount Credited To Next Year | 998 | 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEIL MELLEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2033665876 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| 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 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 | 1821589 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 155511 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 227 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1977327 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1977327 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 29660 | CashDeemedCharitable |
| Net Noncharitable Assets | 1947667 | NetNoncharitableAssets |
| Minimum Investment Return | 97383 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 97383 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 760 | TaxBasedOnInvestmentIncome |
| Total Tax | 760 | TotalTax |
| Distributable Amount Before Adj | 96623 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 96623 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 96623 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 176449 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 176449 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 760 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 175689 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 96623 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 68295 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 68295 | TotalExcessDistriCarryover |
| Qualifying Distributions | 176449 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 96623 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 79826 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 148121 | 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 | 148121 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 68295 | ExcessFromYear1 |
| Excess From Current Year | 79826 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (58 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| 4 PAWS FOR ABILITY | ||||||
| 253 DAYTON AVENUE | XENIA | OH | 45385 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| 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 | $700 |
| CEDARS-SINAI MEDICAL FOUNDATION | ||||||
| 8700 BEVERLY BOULEVARD | LOS ANGELES | CA | 90048 | 501(C)(3) | CHARITABLE CONTRIBUTION | $10,000 |
| CLOTHING CHILDREN IN NEED INC | ||||||
| 30 SHADY LANE | MONROE | CT | 06468 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| ACHILLES INTERNATIONAL | ||||||
| 42 WEST 38TH STREET | NEW YORK | NY | 10018 | 501(C)(3) | CHARITABLE CONTRIBUTION | $25,000 |
| CONNECTICUT 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 | $1,000 |
| DELANCY STREET FOUNDATION | ||||||
| 600 EMBARCADERO | SAN FRANCISCO | CA | 94107 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,750 |
| GRACE INSTITUTE | ||||||
| 1233 SECOND AVENUE | NEW YORK | NY | 10065 | 501(C)(3) | CHARITABLE CONTRIBUTION | $500 |
| HEAL UTAH | ||||||
| 824 S 400W STE B-111 | SALT LAKE CITY | UT | 84101 | 501(C)(3) | CHARITABLE CONTRIBUTION | $3,500 |
| HABITAT FOR HUMANITY | ||||||
| 121 HABITAT STREET | AMERICUS | GA | 31709 | 501(C)(3) | CHARITABLE CONTRIBUTION | $500 |
| HOPE ALLIANCE | ||||||
| 1775 W 1500 SOUTH | SALT LAKE CITY | UT | 84104 | 501(C)(3) | CHARITABLE CONTRIBUTION | $2,000 |
| HOME FOR THE BRAVE | ||||||
| 655 PARK AVENUE | BRIDGEPORT | CT | 06604 | 501(C)(3) | CHARITABLE CONTRIBUTIONCHARITABLE CONTRIBUTION | $1,000 |
| HOPE LINE | ||||||
| 4749 MAIN STREET | BRIDGEPORT | CT | 06606 | 501(C)(3) | CHARITABLE CONTRIBUTION | $500 |
| INNOCENCE PROJECT | ||||||
| 40 WORTH STREET | NEW YORK | NY | 10013 | 501(C)(3) | CHARITABLE CONTRIBUTION | $12,000 |
| INTERNATIONAL HEARING DOG INC | ||||||
| 5901 EAST 89TH STREET | HENDERSON | CO | 80640 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| 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 |
| THOMAS MERTON CENTER | ||||||
| 43 MADISON AVENUE | BRIDGEPORT | CT | 06604 | 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 | $3,149 |
| 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 | $35,000 |
| NATIONAL MULTIPLE SCLEROSIS | ||||||
| 103 JFK PARKWAY | SHORT HILLS | NJ | 07078 | 501(C)(3) | CHARITABLE CONTRIBUTION | $3,000 |
| NATIONAL SHINGLES FOUNDATION | ||||||
| 603 WEST 115TH STREET | NEW YORK | NY | 10025 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| NEUROPATHY ASSOCIATION | ||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 10165 | 501(C)(3) | CHARITABLE CONTRIBUTION | $2,500 |
| 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 | $25,000 |
| PEOPLE'S HEALTH CLINIC | ||||||
| PO BOX 681558 | PARK CITY | UT | 84068 | 501(C)(3) | CHARITABLE CONTRIBUTION | $500 |
| PLANNED PARENTHOOD OF CT | ||||||
| 345 WHITNEY AVENUE | NEW HAVEN | CT | 06511 | 501(C)(3) | CHARITABLE CONTRIBUTION | $2,500 |
| 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 | $3,500 |
| 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 |
| ST MARTIN DE PORRES | ||||||
| 19767 YORBA LINDA BLVD | YORBA LINDA | CA | 92886 | 501(C)(3) | CHARITABLE CONTRIBUTION | $10,000 |
| UTAH OPEN LANDS CONSERVATION ASSOC | ||||||
| 2188 S HIGHLAND DRIVE | SALT LAKE CITY | UT | 84106 | 501(C)(3) | CHARITABLE CONTRIBUTION | $2,500 |
| YME | ||||||
| 460 COE AVENUE | EAST HAVEN | CT | 06512 | 501(C)(3) | CHARITABLE CONTRIBUTION | $750 |
| WEBER STATE UNIVERSITY | ||||||
| 4018 UNIVERSITY CIRCLE | OGDEN | UT | 84408 | 501(C)(3) | CHARITABLE CONTRIBUTION | $3,000 |
| HOUSATONIC COMMUNITY COLLEGE | ||||||
| 900 LAFAYETTE BLVD | BRIDGEPORT | CT | 06604 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| ECCLES CENTER FOR PERFORMING ARTS | ||||||
| PO BOX 1297 | PARK CITY | UT | 84060 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| PLANNED PARENTHOOD OF UTAH | ||||||
| 654 SOUTH 900 EAST | SALT LAKE CITY | UT | 84102 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| CHILDREN'S SKIN DISEASE FDN | ||||||
| 1600 S MAIN STREET | WALNUT CREEK | CA | 94598 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| EDISON ELEMENTARY SCHOOL | ||||||
| 115 BOSTON TERRACE | BRIDGEPORT | CT | 06610 | 501(C)(3) | CHARITABLE CONTRIBUTION | $2,000 |
| REVERSAL OF 2011 CONTRIBUTION | ||||||
| 460 COE AVENUE | EAST HAVEN | CT | 06512 | 501(C)(3) | CHARITABLE CONTRIBUTION | -$1,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 176449 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $72,817 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $8,994 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $81,811 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 81811 | 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 |
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. | Election |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CORPORATE BONDS - ML | 701390 | 760945 |
| CORPORATE BONDS - CHAS SCHWAB | 512117 | 517860 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | EQUITIES - CHAS SCHWAB | NameOfStock |
| EOY Book Value | 404671 | EOYBookValue |
| EOYFMV | 576903 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED INTEREST PAID | Description |
| EOY Book Value | 454 | EOYBookValue |
| EOYFMV | 454 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| INVESTMENT MGMT. FEES | 5647 | 5647 | 0 | 0 |
| BANK CHARGES | 158 | 0 | 0 | 0 |
| OFFICE EXPENSE | 422 | 0 | 0 | 0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO BROKER | Description |
| BOY Book Value | 18 | BOYBookValue |
| EOY Book Value | 276 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FOREIGN TAX WITHHELD | $116 | 116 | 0 | 0 |
| FEDERAL EXCISE TAX | $500 | 0 | 0 | 0 |
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