MEELIA FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MEELIA FAMILY FOUNDATION (EIN 20-7198269)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-05
- IRS object ID
- 201802489349100405
- Schema version
- 2017v2.3
- 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 | 2018-09-05T11:13:23-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-08-15 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,848,907 | 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 | $152 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $152 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $185,405 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $174,490 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $192,525 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,977,777 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $192,525 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $378,082 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $367,167 | 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 | $55,367 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,367 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,314 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,314 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $58,681 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,681 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,028,346 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,028,346 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,087,027 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,681 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,028,346 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$708,945 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $308,486 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $542,007 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $688,741 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $688,741 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,491,253 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,635,157 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,160,166 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,033,260 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,323,898 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,848,907 | 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 | $8,033,260 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,323,898 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,033,260 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,323,898 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,033,260 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,323,898 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,033,260 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$708,945 | ExcessRevenueOverExpensesAmt |
| Other Increases | $524,593 | OtherIncreasesAmt |
| Subtotal | $7,848,908 | SubtotalAmt |
| Other Decreases | $525,010 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,323,898 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (115 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| 499 shs XTRACKERS MSCI JAPAN HEDGED EQUITY | 2017-03-22 | $18,592 | $19,130 | -$538 | -$538 | |
| 464 shs XTRACKERS MSCI JAPAN HEDGED EQUITY | 2017-06-01 | $18,195 | $17,656 | $539 | $539 | 2017-01-13 |
| 4,224 shs XTRACKERS MSCI JAPAN HEDGED EQUITY | 2017-08-02 | $166,000 | $160,707 | $5,293 | $5,293 | |
| 169 shs XTRACKERS MSCI JAPAN HEDGED EQUITY | 2017-11-08 | $7,478 | $6,866 | $612 | $612 | 2017-09-27 |
| 1,824 shs DEUTSCHE X-TRACKERS MSCI EUROPE HEDGED EQUITY | 2017-02-13 | $47,419 | $47,214 | $205 | $205 | 2017-01-13 |
| 300 shs DEUTSCHE X-TRACKERS MSCI EUROPE HEDGED EQUITY | 2017-06-01 | $8,551 | $8,285 | $266 | $266 | 2017-04-26 |
| 652 shs DEUTSCHE X-TRACKERS MSCI EUROPE HEDGED EQUITY | 2017-09-14 | $18,182 | $18,006 | $176 | $176 | 2017-04-26 |
| 5.555 shs ISHARES EDGE MSCI MIN VOL EMERGING MARKETS | 2017-01-13 | $279,439 | $283,613 | -$4,174 | -$4,174 | |
| 334 shs ISHARES MSCI EMU ETF 0.28% | 2017-06-01 | $13,856 | $13,125 | $731 | $731 | 2017-04-26 |
| 6,448 shs ISHARES MSCI EMU ETF 0.28% | 2017-09-27 | $275,771 | $261,479 | $14,292 | $14,292 | |
| 131 shs ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND | 2017-01-09 | $15,448 | $16,119 | -$671 | -$671 | 2016-07-15 |
| 1,334 shs ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND | 2017-02-13 | $156,627 | $164,141 | -$7,514 | -$7,514 | 2016-07-15 |
| 413 shs ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND | 2017-07-26 | $49,847 | $48,957 | $890 | $890 | 2017-04-26 |
| 263 shs ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND | 2017-11-08 | $31,815 | $31,941 | -$126 | -$126 | 2017-10-13 |
| 182 shs ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND | 2017-12-13 | $22,053 | $21,574 | $479 | $479 | 2017-04-26 |
| 181 shs ISHARES S&P 500 VALUE | 2017-03-22 | $18,778 | $18,838 | -$60 | -$60 | 2017-02-13 |
| 479 shs ISHARES S&P 500 VALUE | 2017-09-14 | $51,118 | $50,228 | $890 | $890 | 2017-04-26 |
| 136 shs ISHARES 7-10 YEAR TREASURY BOND | 2017-01-09 | $14,340 | $15,036 | -$696 | -$696 | 2016-05-09 |
| 3,892 shs ISHARES 7-10 YEAR TREASURY BOND | 2017-02-13 | $408,732 | $430,283 | -$21,551 | -$21,551 | 2016-05-09 |
| 334 shs ISHARES 7-10 YEAR TREASURY BOND | 2017-04-24 | $35,622 | $36,926 | -$1,304 | -$1,304 | 2016-05-09 |
| 66 shs ISHARES CORE S&P MIDCAP | 2017-06-01 | $11,500 | $11,520 | -$20 | -$20 | 2017-04-26 |
| 62 shs ISHARES CORE S&P MIDCAP | 2017-11-08 | $11,338 | $10,822 | $516 | $516 | 2017-04-26 |
| 69 shs ISHARES CORE S&P MIDCAP | 2017-12-13 | $13,017 | $12,044 | $973 | $973 | 2017-04-26 |
| 365 shs ISHARES RUSSELL 1000 VALUE | 2017-02-13 | $41,964 | $41,193 | $771 | $771 | 2017-01-13 |
| 390 shs ISHARES RUSSELL 1000 VALUE | 2017-03-22 | $44,635 | $44,009 | $626 | $626 | |
| 1,322 shs ISHARES RUSSELL 1000 VALUE | 2017-04-26 | $153,177 | $141,375 | $11,802 | $11,802 | 2016-11-11 |
| 277 shs ISHARES CORE S&P SMALL-CAP | 2017-03-22 | $18,602 | $19,376 | -$774 | -$774 | 2017-02-13 |
| 194 shs ISHARES CORE S&P SMALL-CAP | 2017-11-08 | $14,234 | $13,748 | $486 | $486 | 2017-04-26 |
| 126 shs ISHARES CORE S&P SMALL-CAP | 2017-12-13 | $9,608 | $8,929 | $679 | $679 | 2017-04-26 |
| 1 shs ISHARES JP MORGAN USD EMERGING MARKETS BOND | 2017-02-13 | $113 | $111 | $2 | $2 | 2016-05-09 |
| 2,600 shs ISHARES JP MORGAN USD EMERGING MARKETS BOND | 2017-05-08 | $296,708 | $293,296 | $3,412 | $3,412 | |
| 95 shs ISHARES JP MORGAN USD EMERGING MARKETS BOND | 2017-12-13 | $10,992 | $11,006 | -$14 | -$14 | 2017-09-27 |
| 146 shs ISHARES IBOXX USD HIGH YIELD CORPORATE BOND | 2017-06-01 | $12,922 | $12,871 | $51 | $51 | 2017-04-26 |
| 1,509 shs ISHARES US CREDIT BOND | 2017-04-26 | $166,400 | $165,582 | $818 | $818 | 2017-03-22 |
| 1,163 shs ISHARES US TREASURY BOND | 2017-01-09 | $29,127 | $30,064 | -$937 | -$937 | 2016-10-25 |
| 31,486 shs ISHARES US TREASURY BOND | 2017-02-13 | $787,287 | $813,136 | -$25,849 | -$25,849 | |
| 2,020 shs ISHARES US TREASURY BOND | 2017-06-01 | $51,066 | $50,796 | $270 | $270 | 2017-04-26 |
| 750 shs ISHARES US TREASURY BOND | 2017-11-08 | $18,915 | $18,937 | -$22 | -$22 | 2017-10-13 |
| 354 shs ISHARES US TREASURY BOND | 2017-12-13 | $8,893 | $8,938 | -$45 | -$45 | 2017-10-13 |
| 324 shs ISHARES CURRENCY HEDGED MSCI | 2017-11-08 | $9,989 | $9,677 | $312 | $312 | 2017-09-27 |
| 39,557 shs POWERSHARES NATL AMT-FREE MUNICIPAL BOND | 2017-04-26 | $991,276 | $991,400 | -$124 | -$124 | |
| 7,937 shs POWERSHARES FUNDAMENTAL HIGH YIELD | 2017-04-26 | $150,324 | $143,739 | $6,585 | $6,585 | 2016-05-09 |
| 38,000 shs SPDR BLOOMBERG BARCLAYS INTL | 2017-02-13 | $992,918 | $1,061,527 | -$68,609 | -$68,609 | |
| 386 shs SPDR BLOOMBERG BARCLAYS INTL | 2017-03-02 | $10,050 | $10,106 | -$56 | -$56 | 2016-12-13 |
| 2,192 shs SPDR BLOOMBERG BARCLAYS TIPS | 2017-04-24 | $124,444 | $124,483 | -$39 | -$39 | 2017-03-22 |
| 819 shs SPDR BLOOMBERG BARCLAYS TIPS | 2017-04-26 | $46,527 | $46,499 | $28 | $28 | |
| 2,083 shs SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM | 2017-03-22 | $100,628 | $100,642 | -$14 | -$14 | 2017-02-13 |
| 228 shs SCHWAB US TIPS | 2017-01-09 | $12,558 | $12,955 | -$397 | -$397 | 2016-10-25 |
| 3,513 shs SCHWAB US TIPS | 2017-03-22 | $194,475 | $199,609 | -$5,134 | -$5,134 | 2016-10-25 |
| 722 shs SCHWAB US TIPS | 2017-04-24 | $40,147 | $41,022 | -$875 | -$875 | |
| 366 shs SCHWAB US TIPS | 2017-06-01 | $20,337 | $20,277 | $60 | $60 | 2017-05-25 |
| 406 shs MATERIALS SELECT SECTOR SPDR TRUST | 2017-03-22 | $21,006 | $21,340 | -$334 | -$334 | |
| 254 shs HEALTH CARE SELECT SECTOR | 2017-06-01 | $19,537 | $19,113 | $424 | $424 | 2017-04-26 |
| 178 shs HEALTH CARE SELECT SECTOR | 2017-11-08 | $14,509 | $13,394 | $1,115 | $1,115 | 2017-04-26 |
| 134 shs HEALTH CARE SELECT SECTOR | 2017-12-13 | $11,237 | $10,083 | $1,154 | $1,154 | 2017-04-26 |
| 222 shs CONSUMERS STAPLES SELECT SECTOR | 2017-06-01 | $12,650 | $12,308 | $342 | $342 | 2017-04-26 |
| 242 shs CONSUMERS STAPLES SELECT SECTOR | 2017-11-08 | $12,955 | $13,416 | -$461 | -$461 | 2017-04-26 |
| 149 shs CONSUMERS STAPLES SELECT SECTOR | 2017-12-13 | $8,456 | $8,261 | $195 | $195 | 2017-04-26 |
| 305 shs CONSUMER DISCRETIONARY SELECT SECTOR | 2017-03-22 | $26,205 | $26,209 | -$4 | -$4 | 2017-02-13 |
| 154 shs CONSUMER DISCRETIONARY SELECT SECTOR | 2017-06-01 | $14,134 | $13,860 | $274 | $274 | 2017-04-26 |
| 145 shs CONSUMER DISCRETIONARY SELECT SECTOR | 2017-07-26 | $13,269 | $13,050 | $219 | $219 | 2017-04-26 |
| 157 shs CONSUMER DISCRETIONARY SELECT SECTOR | 2017-12-13 | $15,320 | $14,130 | $1,190 | $1,190 | 2017-04-26 |
| 309 shs ENERGY SELECT SECTOR SPDR | 2017-07-26 | $20,542 | $23,015 | -$2,473 | -$2,473 | 2017-01-13 |
| 167 shs ENERGY SELECT SECTOR SPDR | 2017-11-08 | $11,709 | $12,326 | -$617 | -$617 | |
| 391 shs FINANCIAL SELECT SECTOR SPDR | 2017-06-01 | $9,190 | $9,425 | -$235 | -$235 | 2017-02-13 |
| 1,677 shs FINANCIAL SELECT SECTOR SPDR | 2017-11-08 | $44,087 | $40,424 | $3,663 | $3,663 | 2017-02-13 |
| 941 shs FINANCIAL SELECT SECTOR SPDR | 2017-12-13 | $26,446 | $22,683 | $3,763 | $3,763 | 2017-02-13 |
| 232 shs INDUSTRIAL SELECT SECTOR SPDR | 2017-06-01 | $15,764 | $15,510 | $254 | $254 | 2017-04-26 |
| 152 shs INDUSTRIAL SELECT SECTOR SPDR | 2017-11-08 | $10,922 | $10,162 | $760 | $760 | 2017-04-26 |
| 162 shs INDUSTRIAL SELECT SECTOR SPDR | 2017-12-13 | $12,147 | $10,831 | $1,316 | $1,316 | 2017-04-26 |
| 693 shs TECHNOLOGY SELECT SECTOR SPDR | 2017-06-01 | $39,225 | $37,454 | $1,771 | $1,771 | 2017-04-26 |
| 390 shs TECHNOLOGY SELECT SECTOR SPDR | 2017-12-13 | $25,019 | $22,463 | $2,556 | $2,556 | 2017-07-26 |
| 601 shs REAL ESTATE SELECT SECT SPDR | 2017-03-22 | $18,697 | $18,871 | -$174 | -$174 | 2017-02-13 |
| 555 shs UTILITIES SECTOR SPDR | 2017-07-26 | $29,229 | $27,436 | $1,793 | $1,793 | 2017-02-13 |
| 1,448 shs VANECK VECTORS JP MORGAN | 2017-06-01 | $27,338 | $27,130 | $208 | $208 | |
| 18,687 shs VANECK VECTORS JP MORGAN | 2017-09-27 | $356,758 | $345,129 | $11,629 | $11,629 | |
| 2,534 shs VANECK VECTORS AMT-FREE LONG MUNICIPAL | 2017-04-26 | $49,761 | $49,290 | $471 | $471 | |
| 1,862 shs VANECK VECTORS AMT-FREE INTE MUNICIPAL | 2017-03-22 | $43,503 | $43,546 | -$43 | -$43 | 2017-02-13 |
| 321 shs VANECK VECTORS AMT-FREE INTE MUNICIPAL | 2017-04-26 | $7,589 | $7,507 | $82 | $82 | 2017-02-13 |
| 309 shs VANGUARD FTSE EUROPE | 2017-06-01 | $17,477 | $16,559 | $918 | $918 | 2017-04-26 |
| 158 shs VANGUARD MATERIALS | 2017-04-26 | $19,182 | $18,629 | $553 | $553 | 2017-03-22 |
| 1,530 shs VANGUARD RUSSELL 1000 | 2017-04-26 | $167,996 | $148,374 | $19,622 | $19,622 | |
| 2,101 shs VANGUARD TAX-EXEMPT BOND | 2017-03-22 | $106,098 | $105,989 | $109 | $109 | 2017-02-13 |
| 23,067 shs VANGUARD TAX-EXEMPT BOND | 2017-04-26 | $1,171,357 | $1,163,661 | $7,696 | $7,696 | 2017-02-13 |
| 511 shs WISDOMTREE EUROPE HEDGED SMALLCAP EQUITY FUND | 2017-01-09 | $13,392 | $11,421 | $1,971 | $1,971 | 2016-01-15 |
| 1,599 shs XTRACKERS MSCI JAPAN HEDGED EQUITY | 2017-08-02 | $62,840 | $51,712 | $11,128 | $11,128 | 2016-07-18 |
| 228 shs ISHARES MSCI PACIFIC EX JAPAN | 2017-01-09 | $9,453 | $10,829 | -$1,376 | -$1,376 | 2014-10-23 |
| 2,718 shs ISHARES MSCI PACIFIC EX JAPAN | 2017-01-13 | $114,026 | $128,393 | -$14,367 | -$14,367 | |
| 1 shs ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND | 2017-02-13 | $117 | $116 | $1 | $1 | 2015-10-29 |
| 965 shs ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND | 2017-06-01 | $115,720 | $112,094 | $3,626 | $3,626 | 2015-10-29 |
| 1,165 shs ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND | 2017-07-26 | $140,609 | $135,326 | $5,283 | $5,283 | 2015-10-29 |
| 1 shs ISHARES 7-10 YEAR TREASURY BOND | 2017-04-24 | $107 | $106 | $1 | $1 | 2015-06-19 |
| 110 shs ISHARES JP MORGAN USD EMERGING MARKETS BOND | 2017-01-09 | $12,302 | $12,551 | -$249 | -$249 | 2014-10-23 |
| 513 shs ISHARES JP MORGAN USD EMERGING MARKETS BOND | 2017-01-13 | $57,595 | $58,535 | -$940 | -$940 | 2014-10-23 |
| 454 shs ISHARES JP MORGAN USD EMERGING MARKETS BOND | 2017-02-13 | $51,348 | $51,802 | -$454 | -$454 | 2014-10-23 |
| 331 shs ISHARES CORE MSCI EMERGING MARKETS | 2017-01-09 | $14,426 | $12,985 | $1,441 | $1,441 | 2015-08-26 |
| 180 shs ISHARES CORE MSCI EMERGING MARKETS | 2017-04-26 | $8,768 | $7,061 | $1,707 | $1,707 | 2015-08-26 |
| 638 shs ISHARES CORE MSCI EMERGING MARKETS | 2017-06-01 | $32,046 | $25,029 | $7,017 | $7,017 | 2015-08-26 |
| 620 shs ISHARES CORE MSCI EMERGING MARKETS | 2017-11-08 | $34,913 | $26,860 | $8,053 | $8,053 | 2016-07-15 |
| 686 shs ISHARES MSCI JAPAN | 2017-01-13 | $34,909 | $30,925 | $3,984 | $3,984 | 2014-10-23 |
| 555 shs ISHARES MSCI JAPAN | 2017-04-26 | $28,904 | $25,019 | $3,885 | $3,885 | 2014-10-23 |
| 234 shs ISHARES MSCI JAPAN | 2017-06-01 | $12,578 | $10,549 | $2,029 | $2,029 | 2014-10-23 |
| 243 shs ISHARES MSCI JAPAN | 2017-11-08 | $14,602 | $11,132 | $3,470 | $3,470 | 2016-06-16 |
| 789 shs POWERSHARES FUNDAMENTAL HIGH YIELD CORPORATE BOND | 2017-01-09 | $14,904 | $13,673 | $1,231 | $1,231 | 2015-12-17 |
| 11,898 shs POWERSHARES FUNDAMENTAL HIGH YIELD CORPORATE BOND | 2017-04-26 | $225,343 | $206,192 | $19,151 | $19,151 | 2015-12-17 |
| 27,602 shs SPDR BLOOMBERG BARCLAYS INTL TREASURY BOND | 2017-02-13 | $721,225 | $791,971 | -$70,746 | -$70,746 | |
| 955 shs VANGUARD FTSE EUROPE | 2017-01-09 | $46,396 | $50,452 | -$4,056 | -$4,056 | 2014-10-23 |
| 2,377 shs VANGUARD FTSE EUROPE | 2017-01-13 | $116,547 | $125,575 | -$9,028 | -$9,028 | 2014-10-23 |
| 2,646 shs VANGUARD FTSE EUROPE | 2017-02-13 | $131,534 | $139,786 | -$8,252 | -$8,252 | 2014-10-23 |
| 2,912 shs VANGUARD FTSE EUROPE | 2017-03-22 | $148,742 | $153,839 | -$5,097 | -$5,097 | 2014-10-23 |
| 296 shs VANGUARD FTSE EUROPE | 2017-06-01 | $16,741 | $15,637 | $1,104 | $1,104 | 2014-10-23 |
| 1,263 shs VANGUARD RUSSELL 2000 | 2017-04-26 | $143,191 | $111,838 | $31,353 | $31,353 | 2014-10-23 |
| 398 shs VANGUARD RUSSELL 1000 | 2017-01-09 | $41,490 | $35,661 | $5,829 | $5,829 | 2014-10-23 |
| 8,812 shs VANGUARD RUSSELL 1000 | 2017-04-26 | $967,566 | $788,836 | $178,730 | $178,730 | |
| 6,620 shs WISDOMTREE EUROPE HEDGED SMALLCAP EQUITY FUND | 2017-04-26 | $194,095 | $147,956 | $46,139 | $46,139 | 2016-01-15 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $192,525 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,035,659 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,410,389 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.123140 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $922,478 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,581,672 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.096275 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $602,800 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,766,757 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.104530 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,645,180 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,277,241 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.899309 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $279,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,149,773 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054177 | DistributionYr5Rt |
| Total Distribution | 1.277431 | TotalDistributionRt |
| Average Distribution | 0.255486 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,816,868 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,997,100 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,085 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,000,185 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,028,346 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,170 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,170 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,170 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,237 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,237 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,067 | OverpaymentAmt |
| Applied To ES Tax | $2,067 | 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 |
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 | $7,315,640 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $620,267 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,935,907 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,935,907 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $119,039 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,816,868 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $390,843 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $390,843 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,170 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,170 | TotalTaxAmt |
| Distributable Before Adj | $384,673 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $384,673 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $384,673 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,028,346 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,028,346 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,028,346 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $384,673 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $93,360 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,332,932 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $388,264 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $445,555 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $616,742 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,876,853 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,028,346 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $384,673 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $643,673 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,520,526 | 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 | $93,360 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,427,166 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,332,932 | ExcessFromYear4Amt |
| Excess From Year3 | $388,264 | ExcessFromYear3Amt |
| Excess From Year2 | $445,555 | ExcessFromYear2Amt |
| Excess From Year1 | $616,742 | ExcessFromYear1Amt |
| Excess From Current Year | $643,673 | 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 (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Help Hope Live | |||||||
| 100 Matsonford Rd 100 | Radnor | PA | 19087 | None | 501(c)(3) | Contribution | $5,000 |
| Austin Preparatory School | |||||||
| 101 Willow Street | Reading | MA | 01867 | None | 501(c)(3) | Contribution | $10,000 |
| Saint Anselm College | |||||||
| 100 Saint Anselm Drive | Manchester | NH | 03102 | 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 |
| Pope Francis High School | |||||||
| 134 Springfield Street | Chicopee | MA | 01013 | None | 501(c)(3) | Contribution | $10,000 |
| Tufts Medical Center | |||||||
| 800 Washington Street | Boston | MA | 02111 | None | 501(c)(3) | Contribution | $10,000 |
| Saint Anselm College | |||||||
| 100 Saint Anselm Drive | Manchester | NH | 03102 | None | 501(c)(3) | Contribution | $1,000 |
| Boston Healthcare for the Homeless Program | |||||||
| 780 Albany Street | Boston | MA | 02118 | None | 501(c)(3) | Contribution | $5,000 |
| Notre Dame Cristo Rey High School | |||||||
| 303 Haverhill Street | Lawrence | MA | 01841 | None | 501(c)(3) | Contribution | $5,000 |
| Camp Harbor View Foundation | |||||||
| 200 Clarendon Street 60th FL | Boston | MA | 02116 | None | 501(c)(3) | Contribution | $10,000 |
| Working Wonders for Tufts Medical Center | |||||||
| 755 Washington St | Boston | MA | 02111 | None | 501(c)(3) | Contribution | $10,000 |
| Notre Dame Cristo Rey High School | |||||||
| 303 Haverhill Street | Lawrence | MA | 01841 | None | 501(c)(3) | Contribution | $50,000 |
| Cathedral High School Capital Campaign | |||||||
| 312 7th Ave N | St Cloud | MN | 56303 | None | 501(c)(3) | Contribution | $2,500 |
| Breakthrough Greater Boston | |||||||
| 459 Broadway | Cambridge | MA | 02138 | None | 501(c)(3) | Contribution | $10,000 |
| Commonwealth Shakespeare Company | |||||||
| 126 Lewis Wharf | Boston | MA | 02110 | None | 501(c)(3) | Contribution | $5,000 |
| Bottom Line Inc | |||||||
| 555 Amory Street Ste2 | Jamaica Plain | MA | 02130 | None | 501(c)(3) | Contribution | $25,000 |
| St Francis House | |||||||
| 39 Boylston Street | Boston | MA | 02116 | None | 501(c)(3) | Contribution | $10,000 |
| Immaculate Conception Church | |||||||
| 144 E Merrimack St | Lowell | MA | 01852 | None | 501(c)(3) | Contribution | $2,500 |
| Saint Anselm College | |||||||
| 100 Saint Anselm Drive | Manchester | NH | 03102 | None | 501(c)(3) | Contribution | $125,000 |
| Austin Preparatory School | |||||||
| 101 Willow Street | Reading | MA | 01867 | None | 501(c)(3) | Contribution | $100,000 |
| Saint Anselm College | |||||||
| 100 Saint Anselm Drive | Manchester | NH | 03102 | None | 501(c)(3) | Contribution | $300,000 |
| Meelia Center Saint Anselm College | |||||||
| 100 Saint Anselm Drive | Manchester | NH | 03102 | None | 501(c)(3) | Contribution | $8,846 |
| St Francis House | |||||||
| 39 Boylston Street | Boston | MA | 02116 | None | 501(c)(3) | Contribution | $25,000 |
| Pan Mass Challenge | |||||||
| 77 4th Avenue | Needham | MA | 02494 | None | 501(c)(3) | Contribution | $1,500 |
| American Diabetes Association | |||||||
| 260 Cochituate Rd 200 | Framingham | MA | 01701 | None | 501(c)(3) | Contribution | $500 |
| 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 |
| Michael J Fox Foundation | |||||||
| PO Box 5014 | Hagerstown | MD | 217415014 | None | 501(c)(3) | Contribution | $2,500 |
| Health Horizons Internation Foundation | |||||||
| 112 Packard Ave | Medford | MA | 02155 | None | 501(c)(3) | Contribution | $35,000 |
| Austin Preparatory School | |||||||
| 101 Willow Street | Reading | MA | 01867 | None | 501(c)(3) | Contribution | $34,000 |
| Massachusetts General Hospital | |||||||
| 55 Fruit St | Boston | MA | 02114 | None | 501(c)(3) | Contribution | $100,000 |
| Crossroads | |||||||
| 300 Rosewood Drive Suite 101 | Danvers | MA | 01923 | None | 501(c)(3) | Contribution | $10,000 |
| Por Cristo | |||||||
| 736 Cambridge St HOQ3P | Boston | MA | 02135 | None | 501(c)(3) | Contribution | $30,000 |
| American Red Cross | |||||||
| PO Box 4002018 | Des Moines | IA | 503402018 | None | 501(c)(3) | Contribution | $2,500 |
| Elms College | |||||||
| 291 Springfield St | Chicopee | MA | 01013 | None | 501(c)(3) | Contribution | $10,000 |
| Austin Preparatory School | |||||||
| 101 Willow Street | Reading | MA | 01867 | None | 501(c)(3) | Contribution | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,028,346 | 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 | $152 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $185,405 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $192,525 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $378,082 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $378,082 | 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 | $6,635,157 | EOYBookValueAmt |
| EOYFMV | $7,160,166 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized change in investment value | Desc |
| Amt | $525,010 | 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 | $524,593 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Management Fees | CategoryTxt |
| Amt | $55,367 | Amt |
| Net Investment Income | $55,367 | 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 | $3,314 | Amt |
| Net Investment Income | $3,314 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments