MEELIA FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MEELIA FAMILY FOUNDATION (EIN 20-7198269)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201931359349101643
- Schema version
- 2018v3.1
- 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 Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T11:40:17-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-05-06 | 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 | 2019-05-06 | IPDt |
| IP Tm | 09:36:24 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1467E36B48FC7207F63BF3C0BF14F4204073F56C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E42756CE4EB29BC18D514E2F12F993C1C72DD726 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,564,843 | 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 | $836 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $836 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $194,379 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $194,379 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,106 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,599,849 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,106 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,906 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,906 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $203,227 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $203,227 | 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 | $51,828 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,828 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,340 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,340 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,168 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,168 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $779,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $779,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $835,768 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,168 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $779,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$632,541 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $147,059 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $688,741 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $474,854 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $474,854 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,635,157 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,208,995 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,089,989 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,323,898 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,683,849 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,564,843 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $7,323,898 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,683,849 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,323,898 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,683,849 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,323,898 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,683,849 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,323,898 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$632,541 | ExcessRevenueOverExpensesAmt |
| Other Increases | $119,006 | OtherIncreasesAmt |
| Subtotal | $6,810,363 | SubtotalAmt |
| Other Decreases | $126,514 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,683,849 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| UBS #37851 ST | $1,496,365 | $1,524,662 | -$28,297 | -$28,297 |
| UBS #37851 ST- Wash sale | $11,539 | $11,539 | $11,539 | |
| UBS #37851 LT | $2,091,945 | $2,069,081 | $22,864 | $22,864 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,106 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,028,346 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,816,868 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.131555 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,035,659 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,410,389 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.123140 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $922,478 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,581,672 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.096275 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $602,800 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,766,757 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.104530 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,645,180 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,277,241 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.899309 | DistributionYr5Rt |
| Total Distribution | 1.354809 | TotalDistributionRt |
| Average Distribution | 0.270962 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,255,280 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,965,905 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,471 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,967,376 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $779,600 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,941 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,941 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,941 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,467 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,467 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,526 | OverpaymentAmt |
| Applied To ES Tax | $3,526 | 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 | $6,694,188 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $671,578 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,365,766 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,365,766 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $110,486 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,255,280 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $362,764 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $362,764 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,941 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,941 | TotalTaxAmt |
| Distributable Before Adj | $359,823 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $359,823 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $359,823 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $779,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $779,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $779,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $359,823 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,332,932 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $388,264 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $445,555 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $616,742 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $643,673 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,427,166 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $779,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $359,823 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $419,777 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,846,943 | 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 | $5,332,932 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,514,011 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $388,264 | ExcessFromYear4Amt |
| Excess From Year3 | $445,555 | ExcessFromYear3Amt |
| Excess From Year2 | $616,742 | ExcessFromYear2Amt |
| Excess From Year1 | $643,673 | ExcessFromYear1Amt |
| Excess From Current Year | $419,777 | 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 (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Clarke Schools for Hearing and Speech | |||||||
| 45 Round Hill Road | Northampton | MA | 01060 | None | 501(c)(3) | Contribution | $5,000 |
| Notre Dame Cristo Rey High School | |||||||
| 303 Haverhill Street | Lawrence | MA | 01841 | None | 501(c)(3) | Contribution | $50,000 |
| Tufts Medical Center | |||||||
| 800 Washington Street | Boston | MA | 02111 | None | 501(c)(3) | Contribution | $10,000 |
| Special Olympics | |||||||
| 1133 19th Street NW | Washington | DC | 20036 | None | 501(c)(3) | Contribution | $5,000 |
| Saint Anselm College | |||||||
| 100 Saint Anselm Drive | Manchester | NH | 03102 | None | 501(c)(3) | Contribution | $1,000 |
| Commonwealth Shakespeare Company | |||||||
| 126 Lewis Wharf | Boston | MA | 02110 | None | 501(c)(3) | Contribution | $5,000 |
| Strongwater Farm | |||||||
| 500 Livingston Street | Tewksbury | MA | 01876 | None | 501(c)(3) | Contribution | $5,000 |
| Dana Farber Cancer Inst | |||||||
| 450 Brookline Ave | Boston | MA | 02215 | None | 501(c)(3) | Contribution | $500 |
| Notre Dame Cristo Rey High School | |||||||
| 303 Haverhill Street | Lawrence | MA | 01841 | None | 501(c)(3) | Contribution | $50,000 |
| Community College of Rhode Island | |||||||
| 400 East Avenue | Warwick | RI | 02886 | None | 501(c)(3) | Contribution | $25,000 |
| Boston Healthcare for the Homeless Program | |||||||
| 780 Albany Street | Boston | MA | 02118 | None | 501(c)(3) | Contribution | $10,000 |
| Notre Dame Cristo Rey High School | |||||||
| 303 Haverhill Street | Lawrence | MA | 01841 | None | 501(c)(3) | Contribution | $10,100 |
| Camp Harbor View Foundation | |||||||
| 200 Clarendon Street 60th FL | Boston | MA | 02116 | None | 501(c)(3) | Contribution | $25,000 |
| Breakthrough Greater Boston | |||||||
| 459 Broadway | Cambridge | MA | 02138 | None | 501(c)(3) | Contribution | $10,000 |
| Por Cristo | |||||||
| 736 Cambridge St HOQ3P | Boston | MA | 02135 | None | 501(c)(3) | Contribution | $30,000 |
| St Francis House | |||||||
| 39 Boylston Street | Boston | MA | 02116 | None | 501(c)(3) | Contribution | $15,000 |
| Bottom Line Inc | |||||||
| 555 Amory Street Ste2 | Jamaica Plain | MA | 02130 | None | 501(c)(3) | Contribution | $25,000 |
| Spina Bifida Association of Greater New England | |||||||
| 219 E Main Street | Milford | MA | 01757 | None | 501(c)(3) | Contribution | $10,000 |
| Saint Anselm College | |||||||
| 100 Saint Anselm Drive | Manchester | NH | 03102 | None | 501(c)(3) | Contribution | $125,000 |
| Rain for the Sahel & Sahara | |||||||
| PO Box 1503 | Portsmouth | NH | 03801 | None | 501(c)(3) | Contribution | $500 |
| South TX Human Rights Center | |||||||
| 117 E Miller Street | Falfurnas | TX | 78355 | None | 501(c)(3) | Contribution | $1,500 |
| Pan Mass Challenge | |||||||
| 77 4th Avenue | Needham | MA | 02494 | None | 501(c)(3) | Contribution | $5,000 |
| Jimmy Fund Walk | |||||||
| 10 Brookline Pl | Brookline | MA | 02445 | None | 501(c)(3) | Contribution | $2,500 |
| Old Colony YMCA | |||||||
| 445 Central Street | Stoughton | MA | 02072 | None | 501(c)(3) | Contribution | $5,000 |
| NDCR Family Emergency Fund | |||||||
| 303 Haverhill Street | Lawrence | MA | 01841 | None | 501(c)(3) | Contribution | $5,000 |
| Elms College | |||||||
| 291 Springfield St | Chicopee | MA | 01013 | None | 501(c)(3) | Contribution | $50,000 |
| Dana Farber Cancer Inst | |||||||
| 450 Brookline Ave | Boston | MA | 02215 | None | 501(c)(3) | Contribution | $50,000 |
| YMCA of Metro North | |||||||
| 2 Centennial Drive Upper 4A | Peabody | MA | 01860 | None | 501(c)(3) | Contribution | $5,000 |
| Biodynamic Association | |||||||
| PO Box 557 | East Troy | WI | 53120 | None | 501(c)(3) | Contribution | $4,000 |
| Tibetan Nuns Project | |||||||
| 815 Seattle Blvd S Ste 216 | Seattle | MA | 98134 | None | 501(c)(3) | Contribution | $5,000 |
| Buddhist Global Relief | |||||||
| 55 Pease Terrace | Lee | MA | 01238 | None | 501(c)(3) | Contribution | $8,000 |
| The Jane Goodall Institute | |||||||
| 1595 Spring Hill Road NO 550 | Vienna | VA | 22182 | None | 501(c)(3) | Contribution | $11,000 |
| RAICES | |||||||
| 5121 Crestway Drive 105 | San Antonio | TX | 78239 | None | 501(c)(3) | Contribution | $14,000 |
| Care 2 Communities | |||||||
| 711 Atlantic Avenue Lower Level | Boston | MA | 02111 | None | 501(c)(3) | Contribution | $2,500 |
| Health Horizons Internation Foundation | |||||||
| 112 Packard Ave | Medford | MA | 02155 | None | 501(c)(3) | Contribution | $35,000 |
| Canaan Palestine USA | |||||||
| 19215 SE 34th Street 106-122 | Camas | WA | 98607 | None | 501(c)(3) | Contribution | $8,000 |
| Old Colony YMCA | |||||||
| 445 Central Street | Stoughton | MA | 02072 | None | 501(c)(3) | Contribution | $5,000 |
| Crotched Mountain | |||||||
| 1 Verney Drive | Greenfield | NH | 03047 | None | 501(c)(3) | Contribution | $1,000 |
| All the Way Home | |||||||
| 12650 Crossroads Park Dr | Houston | TX | 77065 | None | 501(c)(3) | Contribution | $12,000 |
| Crossroads | |||||||
| 300 Rosewood Drive Suite 101 | Danvers | MA | 01923 | None | 501(c)(3) | Contribution | $5,000 |
| American Red Cross | |||||||
| PO Box 4002018 | Des Moines | IA | 503402018 | None | 501(c)(3) | Contribution | $2,500 |
| Austin Preparatory School | |||||||
| 101 Willow Street | Reading | MA | 01867 | None | 501(c)(3) | Contribution | $10,000 |
| Michael J Fox Foundation | |||||||
| PO Box 5014 | Hagerstown | MD | 217415014 | None | 501(c)(3) | Contribution | $500 |
| Massachusetts General Hospital | |||||||
| 55 Fruit St | Boston | MA | 02114 | None | 501(c)(3) | Contribution | $100,000 |
| Por Cristo | |||||||
| 736 Cambridge St HOQ3P | Boston | MA | 02135 | None | 501(c)(3) | Contribution | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $779,600 | 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 | $836 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $194,379 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,906 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,106 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $203,227 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $203,227 | 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 | $6,208,995 | EOYBookValueAmt |
| EOYFMV | $6,089,989 | 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 | $126,514 | 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 | $1,906 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,906 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,906 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized change in investment value | Desc |
| Amt | $119,006 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Management Fees | CategoryTxt |
| Amt | $51,828 | Amt |
| Net Investment Income | $51,828 | 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 | $4,340 | Amt |
| Net Investment Income | $4,340 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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