MEELIA FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MEELIA FAMILY FOUNDATION (EIN 20-7198269)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202003179349100305
- Schema version
- 2019v5.1
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T07:58:31-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043296201 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SULLIVAN BILLE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 CLARK ROAD | AddressLine1Txt |
| City | TEWKSBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01876 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 2020-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephen P Ahern CPA | PreparerPersonNm |
| PTIN | P00099910 | PTIN |
| Phone | 9789702900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-06 | IPDt |
| IP Tm | 12:13:50 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6B53B1669A77238308F8D12AF8F6BB97300667C2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0509692A787DD5C9B5F62B6390D06AD3A1152038 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,070,791 | 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 | $814 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $814 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $191,577 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $191,577 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $94,094 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,947,420 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $94,094 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $286,485 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $286,485 | 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 | $48,326 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,326 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,326 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,326 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,652 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,652 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $596,031 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $596,031 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $647,683 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,652 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $596,031 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$361,198 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $234,833 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $474,854 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $642,647 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $642,647 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,208,995 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,677,894 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,428,144 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,683,849 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,320,541 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,070,791 | 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 | $6,683,849 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,320,541 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,683,849 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,320,541 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,683,849 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,320,541 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,683,849 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$361,198 | ExcessRevenueOverExpensesAmt |
| Other Increases | $748,140 | OtherIncreasesAmt |
| Subtotal | $7,070,791 | SubtotalAmt |
| Other Decreases | $750,250 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,320,541 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS #37851 ST | P | $678,255 | $688,870 | -$10,615 | -$10,615 |
| UBS #37851 ST | P | $39,982 | $41,099 | -$1,117 | -$1,117 |
| UBS #37851 LT | P | $1,229,183 | $1,123,357 | $105,826 | $105,826 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $94,094 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $779,600 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,255,280 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.107453 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,028,346 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,816,868 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.131555 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,035,659 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,410,389 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.123140 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $922,478 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,581,672 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.096275 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $602,800 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,766,757 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.104530 | DistributionYr5Rt |
| Total Distribution | 0.562953 | TotalDistributionRt |
| Average Distribution | 0.112591 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,805,619 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $766,251 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,348 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $768,599 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $596,031 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,697 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,697 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,697 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,526 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $6,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,026 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,329 | OverpaymentAmt |
| Applied To ES Tax | $5,329 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 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 | 45 Commonwealth Avenue Unit 4 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | 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 | 45 Commonwealth Avenue Unit 4 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | 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 | $6,448,738 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $460,520 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,909,258 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,909,258 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $103,639 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,805,619 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $340,281 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $340,281 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,697 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,697 | TotalTaxAmt |
| Distributable Before Adj | $335,584 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $335,584 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $335,584 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $596,031 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $596,031 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $596,031 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $335,584 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $388,264 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $445,555 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $616,742 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $643,673 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $419,777 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,514,011 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $596,031 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $335,584 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $260,447 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,774,458 | 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 | $388,264 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,386,194 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $445,555 | ExcessFromYear4Amt |
| Excess From Year3 | $616,742 | ExcessFromYear3Amt |
| Excess From Year2 | $643,673 | ExcessFromYear2Amt |
| Excess From Year1 | $419,777 | ExcessFromYear1Amt |
| Excess From Current Year | $260,447 | 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 (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Notre Dame Cristo Rey High School | |||||||
| 303 Haverhill Street | Lawrence | MA | 01841 | None | 501(c)(3) | Contribution | $75,000 |
| St Francis House | |||||||
| 39 Boylston Street | Boston | MA | 02116 | None | 501(c)(3) | Contribution | $25,000 |
| Tufts Medical Center | |||||||
| 800 Washington Street | Boston | MA | 02111 | None | 501(c)(3) | Contribution | $10,000 |
| Crotched Mountain Rehabilitation Center | |||||||
| 1 Verney Drive | Greenfield | NH | 03047 | None | 501(c)(3) | Contribution | $1,000 |
| Strongwater Farm | |||||||
| 500 Livingston Street | Tewksbury | MA | 01876 | None | 501(c)(3) | Contribution | $5,000 |
| Saint Anselm College | |||||||
| 100 Saint Anselm Drive | Manchester | NH | 03102 | None | 501(c)(3) | Contribution | $2,500 |
| Pan-Mass Challenge | |||||||
| 77 4th Avenue | Needham | MA | 02494 | None | 501(c)(3) | Contribution | $1,500 |
| Pan-Mass Challenge | |||||||
| 77 4th Avenue | Needham | MA | 02494 | None | 501(c)(3) | Contribution | $2,500 |
| Camp Harbor View Foundation | |||||||
| 200 Clarendon Street 60th FL | Boston | MA | 02116 | None | 501(c)(3) | Contribution | $30,000 |
| Breakthrough Greater Boston | |||||||
| 459 Broadway | Cambridge | MA | 02138 | None | 501(c)(3) | Contribution | $10,000 |
| Austin Preparatory School | |||||||
| 101 Willow Street | Reading | MA | 01867 | None | 501(c)(3) | Contribution | $100,000 |
| Pine St Inc | |||||||
| 444 Harrison Ave | Boston | MA | 02118 | None | 501(c)(3) | Contribution | $5,000 |
| Mabee Center at St Anselm College | |||||||
| 100 Saint Anselm Drive | Manchester | NH | 03102 | None | 501(c)(3) | Contribution | $12,031 |
| Saint Anselm College | |||||||
| 100 Saint Anselm Drive | Manchester | NH | 03102 | None | 501(c)(3) | Contribution | $100,000 |
| Old Colony YMCA | |||||||
| 445 Central Street | Stoughton | MA | 02072 | None | 501(c)(3) | Contribution | $10,000 |
| Pan-Mass Challenge | |||||||
| 77 4th Avenue | Needham | MA | 02494 | None | 501(c)(3) | Contribution | $2,000 |
| Spina Bifida Association of Greater NE | |||||||
| 219 E Main Street | Milford | MA | 01757 | None | 501(c)(3) | Contribution | $7,000 |
| St Francis House | |||||||
| 39 Boylston Street | Boston | MA | 02116 | None | 501(c)(3) | Contribution | $25,000 |
| Jimmy Fund Walk | |||||||
| 10 Brookline Pl | Brookline | MA | 02445 | None | 501(c)(3) | Contribution | $5,000 |
| Notre Dame Cristo Rey High School | |||||||
| 303 Haverhill Street | Lawrence | MA | 01841 | None | 501(c)(3) | Contribution | $35,000 |
| Elms College | |||||||
| 291 Springfield St | Chicopee | MA | 01013 | None | 501(c)(3) | Contribution | $50,000 |
| Commonwealth Shakespeare Co | |||||||
| 126 Lewis Wharf | Boston | MA | 02110 | None | 501(c)(3) | Contribution | $2,500 |
| Dana Farber | |||||||
| 450 Brookline Ave | Boston | MA | 02215 | None | 501(c)(3) | Contribution | $2,500 |
| Special Olympics MA | |||||||
| 1133 19th Street NW | Washington | DC | 20036 | None | 501(c)(3) | Contribution | $500 |
| Crotched Mountain Rehabilitation Center | |||||||
| 1 Verney Drive | Greenfield | MA | 03047 | None | 501(c)(3) | Contribution | $1,000 |
| Old Colony YMCA | |||||||
| 445 Central Street | Stoughton | MA | 02072 | None | 501(c)(3) | Contribution | $5,000 |
| St Francis House | |||||||
| 39 Boylston Street | Boston | MA | 02116 | None | 501(c)(3) | Contribution | $1,000 |
| Dana Farber | |||||||
| 450 Brookline Ave | Boston | MA | 02215 | None | 501(c)(3) | Contribution | $50,000 |
| Por Cristo | |||||||
| 736 Cambridge St HOQ3P | Boston | MA | 02135 | None | 501(c)(3) | Contribution | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $596,031 | 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 | $814 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $191,577 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $94,094 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $286,485 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $286,485 | 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) |
|---|---|---|
| EOY Book Value | $5,677,894 | EOYBookValueAmt |
| EOYFMV | $6,428,144 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized change in investment value | Desc |
| Amt | $750,250 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Cummulative unrecognized value of donated stock sold | Desc |
| Amt | $748,140 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Management Fees | CategoryTxt |
| Amt | $48,326 | Amt |
| Net Investment Income | $48,326 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS#37851 Foreign Tax Paid | CategoryTxt |
| Amt | $3,326 | Amt |
| Net Investment Income | $3,326 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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