MEELIA FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MEELIA FAMILY FOUNDATION (EIN 20-7198269)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-29
- IRS object ID
- 202302419349100310
- Schema version
- 2022v5.0
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-29T13:29:48-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043493787 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SACHETTA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 MARKET STREET | AddressLine1Txt |
| City | LYNNFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 207198269 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MEELIA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEEL | BusinessNameControlTxt |
| Phone | 5086686578 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 COMMONWEALTH AVENUE UNIT 4 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD MEELIA TRUSTEE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5086686578 | PhoneNum |
| Signature | 2023-08-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | MEELIA TRUSTEE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN P AHERN CPAPFS CFP AEP MST | PreparerPersonNm |
| PTIN | P00099910 | PTIN |
| Phone | 7812334138 | PhoneNum |
| Preparation | 2023-08-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,623,033 | 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 |
| Interest On Sav Rev And Expnss | $462 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $462 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $153,588 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $153,588 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $61,406 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,769,733 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $61,406 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $479 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $479 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $215,935 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $215,935 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $42,761 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,761 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,332 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,079 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $66,093 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,840 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $349,817 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $349,817 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $415,910 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,840 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $349,817 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$199,975 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $171,095 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $558,699 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $269,739 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $269,739 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $13,942 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $5,669,828 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,772,537 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,353,294 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,242,469 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,042,276 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,623,033 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $6,242,469 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,042,276 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,242,469 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,042,276 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,242,469 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,042,276 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,242,469 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$199,975 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,042,494 | SubtotalAmt |
| Other Decreases | $218 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,042,276 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS #7851 ST - COVERED | P | $2,777,442 | $2,953,725 | -$176,283 | -$176,283 |
| UBS #7851 ST - NONCOVERED | P | $113,510 | $123,670 | -$10,160 | -$10,160 |
| UBS #7851 LT - COVERED | P | $2,878,707 | $2,630,932 | $247,775 | $247,775 |
| UBS #7851 LT - NONCOVERED | P | $74 | $74 | $74 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $61,406 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,378 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,378 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,378 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $10,820 | OverpaymentAmt |
| Applied To ES Tax | $2,400 | AppliedToESTaxAmt |
| Refund | $8,420 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | 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 |
| Individual With Books | RICHARD J MEELIA | IndividualWithBooksNm |
| Phone | 5086686578 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1022 OCEAN BOULEVARD | AddressLine1Txt |
| City | HAMPTON | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03842 | ZIPCd |
| 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD J MEELIA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1022 OCEAN BOULEVARD | AddressLine1Txt |
| City | HAMPTON | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03842 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $5,729,480 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $323,178 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,052,658 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,052,658 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $90,790 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,961,868 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $298,093 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $298,093 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,378 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,378 | TotalTaxAmt |
| Distributable Before Adj | $295,715 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $295,715 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $295,715 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $349,817 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $349,817 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $295,715 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $643,673 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $419,777 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $260,447 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $376,336 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $278,696 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,978,929 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $349,817 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $295,715 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $54,102 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,033,031 | 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 | $643,673 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,389,358 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $419,777 | ExcessFromYear4Amt |
| Excess From Year3 | $260,447 | ExcessFromYear3Amt |
| Excess From Year2 | $376,336 | ExcessFromYear2Amt |
| Excess From Year1 | $278,696 | ExcessFromYear1Amt |
| Excess From Current Year | $54,102 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD J MEELIA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUSTIN PREPARATORY SCHOOL | |||||||
| 101 WILLOW STREET | READING | MA | 01867 | NONE | 501(C)(3) | CO-EDUCATIONAL SUPPORT | $2,500 |
| BREAKTHROUGH GREATER BOSTON INC | |||||||
| PO BOX 381486 | CAMBRIDGE | MA | 02238 | NONE | 501(C)(3) | TO INSPIRE EXCITEMENT FOR LEARNING, CREATE PATHS TO COLLEGE AND PROMOTE CAREERS IN EDUCATION | $5,000 |
| ELMS COLLEGE | |||||||
| 291 SPRINGFIELD ST | CHICOPEE | MA | 01013 | NONE | 501(C)(3) | SUPPORT THE EDUCATIONAL MISSION | $70,000 |
| HEALTH HORIZONS INTERNATIONAL FOUNDATION INC | |||||||
| ONE REGENCY DRIVE | BLOOMFIELD | CT | 06002 | NONE | 501(C)(3) | TO IMPROVE COMMUNITY HEALTH IN DOMINICAN REPUBLIC | $33,000 |
| NOTRE DAME CRISTO REY HIGH SCHOOL | |||||||
| 203 LAWRENCE STREET | METHUEN | MA | 01844 | NONE | 501(C)(3) | WORKING TO TRANSFORM THE LIVES OF YOUNG STUDENTS | $75,000 |
| OLD COLONY YMCA | |||||||
| 320 MAIN STREET | BROCKTON | MA | 02301 | NONE | 501(C)(3) | COMMUNITY ENGAGING CHILDREN, ADULT AND SENIOR PROGRAMS | $10,000 |
| PAN-MASS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | 501(C)(3) | RAISE FUNDS FOR CANCER RESEARCH AND TREATMENT | $2,500 |
| SAINT ANSELM COLLEGE | |||||||
| 100 SAINT ANSELM DRIVE | MANCHESTER | MA | 03102 | NONE | 501(C)(3) | SUPPORT THE EDUCATIONAL MISSION | $6,567 |
| ST FRANCIS HOUSE | |||||||
| 1 CATHEDRAL SQ | PROVIDENCE | RI | 02903 | NONE | 501(C)(3) | PROVIDING REFUGE AND PATHWAYS TO STABILITY FOR ADULTS EXPERIENCING HOMELESSNESS AND POVERTY | $125,000 |
| STRONGWATER FARM | |||||||
| PO BOX 754 | TEWKSBURY | MA | 01876 | NONE | 501(C)(3) | TO PROVIDE A THERAPEUTIC RIDING FACILITY AND A PREMIER ACCREDITED PATH FACILITY | $12,500 |
| HOLY APOSTLE CHURCH | |||||||
| 154 WINTER STREET | HAVERHILL | MA | 01830 | NONE | 501(C)(3) | TO SUPPORT THE RENOVATION OF THE CHURCH | $250 |
| PARTNERS FOR YOUTH WITH DISABILITIES | |||||||
| 89 SOUTH ST STE 103 | BOSTON | MA | 02111 | NONE | 501(C)(3) | TO SUPPORT YOUTHS WITH DISABILITIES | $2,500 |
| POR CRISTO INC | |||||||
| 77 WARREN ST | BRIGHTON | MA | 02135 | NONE | 501(C)(3) | PROVIDE HEALTH CARE WORK FOR LOW-INCOME VULNERABLE POPULATIONS IN LATIN AMERICA | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $349,817 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $462 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $153,588 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $479 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $61,406 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $215,935 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $215,935 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK | StockNm |
| EOY Book Value | $5,772,537 | EOYBookValueAmt |
| EOYFMV | $5,353,294 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CUMMULATIVE UNRECOGNIZED VALUE OF DONATED STOCK SOLD | Desc |
| Amt | $218 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBS FINANCIAL SERVICES INC. -#7851 | Desc |
| Revenue And Expenses Per Books | $479 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $479 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $479 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $42,687 | $42,687 | $0 |
| INVESTMENT EXPENSES | $74 | $74 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UBS#37851 FOREIGN TAX PAID | $2,009 | $2,009 | $0 |
| MA TAXES | $70 | $70 | $0 |
| Q2 2022 EST TAX PAYMENT | $6,600 | $0 | $0 |
| Q3 2022 EST TAX PAYMENT | $3,300 | $0 | $0 |
| Q4 2022 EST TAX PAYMENT | $3,300 | $0 | $0 |
| 2021 TAX PAYMENT | $8,053 | $0 | $0 |
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