MEELIA FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MEELIA FAMILY FOUNDATION (EIN 20-7198269)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-09-28
- IRS object ID
- 201722719349100707
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-28T10:51:44-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-09-18 | 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 | 70.88.222.235 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-09-18 | IPDt |
| IP Tm | 15:24:41 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 894175F3A6765353E47B9A0AAEDC4A9DE869DD29 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 68A3CB9F05CC53CAE3255CE7601FFB354037CDBB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,973,851 | 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 | $99 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $99 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $147,028 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $147,028 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$339,615 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,563,805 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $578 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $578 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$191,910 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $147,705 | 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 |
| Taxes Rev And Expnss | $67,602 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $67,602 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,602 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,602 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,035,659 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,035,659 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,103,261 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,602 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,035,659 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,295,171 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,103 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $313,950 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $542,007 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $542,007 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,015,074 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,491,253 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,431,844 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,329,024 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,033,260 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,973,851 | 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 | $9,329,024 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,033,260 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,329,024 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,033,260 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,329,024 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,033,260 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,329,024 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,295,171 | ExcessRevenueOverExpensesAmt |
| Other Increases | $59,409 | OtherIncreasesAmt |
| Subtotal | $8,093,262 | SubtotalAmt |
| Other Decreases | $60,002 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,033,260 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (66 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 492 SHS DEUTSCHE X-TRACKERS MSCI JAPAN HEDGED EQUITY | 2016-01-15 | 2016-05-09 | $16,061 | $16,595 | -$534 | -$534 | |
| 329 SHS DEUTSCHE X-TRACKERS MSCI JAPAN HEDGED EQUITY | 2016-01-15 | 2016-06-03 | $10,699 | $11,097 | -$398 | -$398 | |
| 3,841 SHS DEUTSCHE X-TRACKERS MSCI JAPAN HEDGED EQUITY | 2016-01-15 | 2016-06-16 | $119,156 | $129,556 | -$10,400 | -$10,400 | |
| 357 SHS DEUTSCHE X-TRACKERS MSCI JAPAN HEDGED EQUITY | 2016-07-18 | 2016-12-13 | $13,596 | $11,545 | $2,051 | $2,051 | |
| 1,873 SHS ISHARES MSCI CANADA | 2015-08-25 | 2016-07-07 | $46,412 | $43,173 | $3,239 | $3,239 | |
| 1,392 SHS ISHARES EDGE MSCI MIN VOL EMERGING MARKETS | 2016-03-16 | 2016-05-09 | $68,926 | $69,264 | -$338 | -$338 | |
| 211 SHS ISHARES EDGE MSCI MIN VOL EMERGING MARKETS | 2016-03-16 | 2016-06-03 | $10,778 | $10,499 | $279 | $279 | |
| 19,470 SHS ISHARES MSCI JAPAN | 2016-02-09 | $208,434 | $235,378 | -$26,944 | -$26,944 | ||
| 179 SHS ISHARES IBOXX $ INVESTMENT GRADE CORPORATE | 2015-10-29 | 2016-06-03 | $21,517 | $20,793 | $724 | $724 | |
| 872 SHS ISHARES 20+ YEAR TREASURY BOND | 2016-05-09 | $113,979 | $113,988 | -$9 | -$9 | ||
| 98 SHS ISHARES 20+ YEAR TREASURY BOND | 2016-03-16 | 2016-06-03 | $13,036 | $12,564 | $472 | $472 | |
| 1,513 SHS ISHARES 20+ YEAR TREASURY BOND | 2016-03-16 | 2016-10-25 | $201,406 | $193,978 | $7,428 | $7,428 | |
| 325 SHS ISHARES 7-10 YEAR TREASURY BOND | 2016-05-09 | 2016-06-03 | $36,023 | $35,931 | $92 | $92 | |
| 103 SHS ISHARES RUSSELL 1000 VALUE | 2016-11-11 | 2016-12-13 | $11,774 | $11,015 | $759 | $759 | |
| 10,103 SHS ISHARES US TREASURY BOND | 2015-06-19 | 2016-01-15 | $256,864 | $253,686 | $3,178 | $3,178 | |
| 1,393 SHS ISHARES US TREASURY BOND | 2016-05-09 | 2016-06-03 | $36,039 | $35,965 | $74 | $74 | |
| 481 SHS ISHARES US TREASURY BOND | 2016-10-25 | 2016-12-13 | $11,967 | $12,434 | -$467 | -$467 | |
| 5,556 SHS ISHARES CORE MSCI EMERGING MARKETS | 2015-08-26 | 2016-03-16 | $220,731 | $217,961 | $2,770 | $2,770 | |
| 1,728 SHS ISHARES CORE MSCI EMERGING MARKETS | 2015-08-26 | 2016-05-09 | $68,436 | $67,789 | $647 | $647 | |
| 288 SHS ISHARES CORE MSCI EMERGING MARKETS | 2015-08-26 | 2016-06-03 | $11,895 | $11,298 | $597 | $597 | |
| 6,231 SHS ISHARES CURRENCY HEDGED MSCI | 2015-06-23 | 2016-01-15 | $145,659 | $181,750 | -$36,091 | -$36,091 | |
| 6,757 SHS ISHARES CURRENCY HEDGED MSCI | 2006-02-19 | $148,615 | $191,946 | -$43,331 | -$43,331 | ||
| 1,315 SHS ISHARES CURRENCY HEDGED MSCI | 2016-05-03 | 2016-05-09 | $31,971 | $32,191 | -$220 | -$220 | |
| 498 SHS ISHARES CURRENCY HEDGED MSCI | 2016-05-03 | 2016-06-03 | $12,437 | $12,191 | $246 | $246 | |
| 7,952 SHS ISHARES CURRENCY HEDGED MSCI | 2016-12-08 | $207,627 | $193,048 | $14,579 | $14,579 | ||
| 1,407 SHS POWERSHARES FUNDAMENTAL HIGH YIELD | 2016-05-09 | 2016-06-03 | $25,610 | $25,481 | $129 | $129 | |
| 1,861 SHS POWERSHARES FUNDAMENTAL HIGH YIELD | 2016-05-09 | 2016-12-13 | $34,955 | $33,703 | $1,252 | $1,252 | |
| 1,408 SHS SPDR BLOOMBERG BARCLAYS INTL TREASURY BOND | 2016-05-09 | 2016-06-03 | $79,487 | $78,946 | $541 | $541 | |
| 265 SHS VANGUARD RUSSELL 1000 | 2015-11-19 | 2016-02-09 | $22,389 | $25,392 | -$3,003 | -$3,003 | |
| 4,522 SHS VANGUARD RUSSELL 1000 | 2016-03-16 | $419,165 | $432,920 | -$13,755 | -$13,755 | ||
| 2,252 SHS WISDOMTREE EUROPE HEDGED SMALLCAP EQUITY | 2016-01-15 | 2016-05-09 | $53,946 | $50,332 | $3,614 | $3,614 | |
| 785 SHS WISDOMTREE EUROPE HEDGED SMALLCAP EQUITY | 2016-01-15 | 2016-06-03 | $19,526 | $17,545 | $1,981 | $1,981 | |
| 482 SHS WISDOMTREE EUROPE HEDGED SMALLCAP EQUITY | 2016-01-15 | 2016-12-13 | $12,341 | $10,773 | $1,568 | $1,568 | |
| 3,206 SHS IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN | 2015-08-25 | 2016-05-09 | $72,038 | $76,744 | -$4,706 | -$4,706 | |
| 2,838 SHS JPMORGAN ALERIAN MLP INDEX | 2015-11-13 | 2016-02-11 | $60,065 | $88,048 | -$27,983 | -$27,983 | |
| 22,103 SHS IQ HEDGE MULTL-STRAT TRACKER | 2016-05-09 | $639,098 | $653,052 | -$13,954 | -$13,954 | ||
| 2,461 SHS ISHARES MSCI CANADA ETF | 2014-10-23 | 2016-05-09 | $58,357 | $72,560 | -$14,203 | -$14,203 | |
| 2,509 SHS ISHARES MSCI CANADA ETF | 2014-10-23 | 2016-07-07 | $62,172 | $73,975 | -$11,803 | -$11,803 | |
| 1,345 SHS ISHARES MSCI PACIFIC EX JAPAN | 2014-10-23 | 2016-05-09 | $52,162 | $63,882 | -$11,720 | -$11,720 | |
| 445 SHS ISHARES MSCI PACIFIC EX JAPAN | 2014-10-23 | 2016-07-15 | $18,112 | $21,136 | -$3,024 | -$3,024 | |
| 7,955 SHS ISHARES MSCI JAPAN | 2016-02-09 | $85,161 | $92,270 | -$7,109 | -$7,109 | ||
| 8,189 SHS ISHARES MSCI JAPAN | 2014-10-23 | 2016-05-09 | $94,511 | $92,290 | $2,221 | $2,221 | |
| 1,064 SHS ISHARES MSCI JAPAN | 2014-10-23 | 2016-06-03 | $12,462 | $11,991 | $471 | $471 | |
| 146 SHS ISHARES 7-10 YEAR TREASURY BOND | 2015-06-19 | 2016-07-15 | $16,346 | $15,429 | $917 | $917 | |
| 1,640 SHS ISHARES 7-10 YEAR TREASURY BOND | 2015-06-19 | 2016-10-25 | $181,364 | $173,315 | $8,049 | $8,049 | |
| 2,680 SHS ISHARES JP MORGAN USO EMERGING MARKETS | 2016-02-09 | $279,510 | $305,806 | -$26,296 | -$26,296 | ||
| 258 SHS ISHARES JP MORGAN USO EMERGING MARKETS | 2014-10-23 | 2016-07-15 | $30,006 | $29,438 | $568 | $568 | |
| 4,734 SHS ISHARES INTERNATIONAL DEVELOPED REAL ESTATE | 2016-05-09 | $140,131 | $143,083 | -$2,952 | -$2,952 | ||
| 832 SHS ISHARES MSCI JAPAN | 2014-10-23 | 2016-12-13 | $42,675 | $37,507 | $5,168 | $5,168 | |
| 1,033 SHS SPDR BLOOMBERG BARCLAYS INTL TREASURY BOND | 2014-10-23 | 2016-07-15 | $58,619 | $59,905 | -$1,286 | -$1,286 | |
| 5,487 SHS VANGUARD FTSE EUROPE | 2016-05-03 | $270,898 | $297,176 | -$26,278 | -$26,278 | ||
| 4,537 SHS VANGUARD FTSE EUROPE | 2014-10-23 | 2016-05-09 | $220,055 | $239,686 | -$19,631 | -$19,631 | |
| 850 SHS VANGUARD FTSE EUROPE | 2014-10-23 | 2016-06-03 | $42,477 | $44,905 | -$2,428 | -$2,428 | |
| 529 SHS VANGUARD FTSE EUROPE | 2014-10-23 | 2016-06-16 | $24,370 | $27,947 | -$3,577 | -$3,577 | |
| 828 SHS VANGUARD FTSE EUROPE | 2014-10-23 | 2016-07-15 | $39,041 | $43,743 | -$4,702 | -$4,702 | |
| 717 SHS VANGUARD RUSSELL 2000 | 2016-05-09 | $63,627 | $66,230 | -$2,603 | -$2,603 | ||
| 176 SHS VANGUARD RUSSELL 2000 | 2014-10-23 | 2016-06-03 | $16,360 | $15,585 | $775 | $775 | |
| 311 SHS VANGUARD RUSSELL 2000 | 2014-10-23 | 2016-12-13 | $34,197 | $27,539 | $6,658 | $6,658 | |
| 354 SHS VANGUARD RUSSELL 1000 | 2014-12-18 | 2016-03-16 | $32,814 | $33,379 | -$565 | -$565 | |
| 5,567 SHS VANGUARD RUSSELL 1000 | 2016-05-09 | $523,670 | $513,548 | $10,122 | $10,122 | ||
| 923 SHS VANGUARD RUSSELL 1000 | 2014-10-23 | 2016-06-03 | $89,075 | $82,702 | $6,373 | $6,373 | |
| 726 SHS VANGUARD RUSSELL 1000 | 2014-10-23 | 2016-01-11 | $71,982 | $65,050 | $6,932 | $6,932 | |
| 683 SHS VANGUARD RUSSELL 1000 | 2014-10-23 | 2016-12-13 | $71,529 | $61,197 | $10,332 | $10,332 | |
| 1,838 SHS VANGUARD REIT | 2016-05-09 | $158,197 | $139,098 | $19,099 | $19,099 | ||
| 12,952 SHS IPATH BLOOMBERG COMMODITY INDEX | 2016-05-09 | $291,028 | $434,477 | -$143,449 | -$143,449 | ||
| Capital Gains Dividends | $239 | $239 | $239 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$339,615 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $922,478 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,581,672 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.096275 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $602,800 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,766,757 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.104530 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,645,180 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,277,241 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.899309 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $279,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,149,773 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054177 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $919,668 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,322,707 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.695292 | DistributionYr5Rt |
| Total Distribution | 1.849583 | TotalDistributionRt |
| Average Distribution | 0.369917 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,410,389 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,111,146 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $801 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,111,947 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,035,659 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,602 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,602 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,602 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,839 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,839 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $6,237 | OverpaymentAmt |
| Applied To ES Tax | $6,237 | 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 | $7,694,546 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $843,920 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,538,466 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,538,466 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $128,077 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,410,389 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $420,519 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $420,519 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,602 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,602 | TotalTaxAmt |
| Distributable Before Adj | $418,917 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $418,917 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $418,917 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,035,659 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,035,659 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,035,659 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $418,917 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $854,575 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $93,360 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,332,932 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $388,264 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $445,555 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,114,686 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,035,659 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $418,917 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $616,742 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,731,428 | 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 | $854,575 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,876,853 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $93,360 | ExcessFromYear4Amt |
| Excess From Year3 | $5,332,932 | ExcessFromYear3Amt |
| Excess From Year2 | $388,264 | ExcessFromYear2Amt |
| Excess From Year1 | $445,555 | ExcessFromYear1Amt |
| Excess From Current Year | $616,742 | 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 (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Austin Preparatory School | |||||||
| 101 Willow Street | Reading | MA | 01867 | None | 501(c)(3) | Contribution | $33,000 |
| Bottom Line Inc | |||||||
| 555 Amory Street Ste2 | Jamaica Plain | MA | 02130 | None | 501(c)(3) | Contribution | $25,000 |
| Tufts Medical Center | |||||||
| 800 Washington Street | Boston | MA | 02111 | None | 501(c)(3) | Contribution | $10,000 |
| The Sisters of Saint Joseph Boston | |||||||
| 637 Cambridge St | Brighton | MA | 02135 | 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 |
| Notre Dame Cristo Rey High School | |||||||
| 303 Haverhill Street | Lawrence | MA | 01841 | None | 501(c)(3) | Contribution | $2,000 |
| Notre Dame Cristo Rey High School | |||||||
| 303 Haverhill Street | Lawrence | MA | 01841 | None | 501(c)(3) | Contribution | $11,000 |
| Breakthrough Greater Boston | |||||||
| 459 Broadway | Cambridge | MA | 02138 | None | 501(c)(3) | Contribution | $10,000 |
| YMCA of Metro North | |||||||
| 2 Centennial Dr | Peabody | MA | 01960 | None | 501(c)(3) | Contribution | $5,000 |
| Saint Anselm College | |||||||
| 100 Saint Anselm Drive | Manchester | NH | 03102 | None | 501(c)(3) | Contribution | $25,000 |
| Bottom Line Inc | |||||||
| 555 Amory Street Ste2 | Jamaica Plain | MA | 02130 | None | 501(c)(3) | Contribution | $25,000 |
| Camp Harbor View Foundation | |||||||
| 200 Clarendon Street 60th FL | Boston | MA | 02116 | None | 501(c)(3) | Contribution | $10,000 |
| Pan Mass Challenge | |||||||
| 77 4th Avenue | Needham | MA | 02494 | None | 501(c)(3) | Contribution | $1,500 |
| Immaculate Conception Church | |||||||
| 144 E Merrimack St | Lowell | MA | 01852 | None | 501(c)(3) | Contribution | $2,500 |
| St Francis House | |||||||
| 39 Boylston Street | Boston | MA | 02116 | None | 501(c)(3) | Contribution | $5,000 |
| Saint Anselm College | |||||||
| 100 Saint Anselm Drive | Manchester | NH | 03102 | None | 501(c)(3) | Contribution | $340,000 |
| Austin Preparatory School | |||||||
| 101 Willow Street | Reading | MA | 01867 | None | 501(c)(3) | Contribution | $100,000 |
| Meelia Center Saint Anselm College | |||||||
| 100 Saint Anselm Drive | Manchester | NH | 03102 | None | 501(c)(3) | Contribution | $8,659 |
| St Francis House | |||||||
| 39 Boylston Street | Boston | MA | 02116 | None | 501(c)(3) | Contribution | $25,000 |
| Melrose Veterans Fund | |||||||
| 562 Main Street | Melrose | MA | 02176 | None | 501(c)(3) | Contribution | $1,000 |
| Brigham and Women's Hospital | |||||||
| 75 Francis St | Boston | MA | 02115 | None | 501(c)(3) | Contribution | $500 |
| St Francis House | |||||||
| 39 Boylston Street | Boston | MA | 02116 | None | 501(c)(3) | Contribution | $10,000 |
| 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 | $50,000 |
| Care 2 Communities | |||||||
| 711 Atlantic Avenue | Boston | MA | 02111 | None | 501(c)(3) | Contribution | $7,500 |
| Health Horizons Internation Foundation | |||||||
| 112 Packard Ave | Medford | MA | 02115 | None | 501(c)(3) | Contribution | $25,000 |
| Por Cristo | |||||||
| 736 Cambridge St HOQ3P | Boston | MA | 02135 | None | 501(c)(3) | Contribution | $100,000 |
| Dr Matthew Smith Research Foundation | |||||||
| 55 Fruit Street | Boston | MA | 02114 | None | 501(c)(3) | Contribution | $100,000 |
| Austin Preparatory School | |||||||
| 101 Willow Street | Reading | MA | 01867 | None | 501(c)(3) | Contribution | $33,000 |
| Clarke Schools for Hearing and Speech | |||||||
| 45 Round Hill Road | Northampton | MA | 01060 | None | 501(c)(3) | Contribution | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,035,659 | 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 | $99 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $147,028 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $578 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$339,615 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$191,910 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$191,910 | 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 | $7,491,253 | EOYBookValueAmt |
| EOYFMV | $7,431,844 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gain on contributed securities | Desc |
| Amt | $60,002 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| UBS FINANCIAL SERVICES INC. -#JJ 37851 | $121 | $121 | $121 |
| UBS FINANCIAL SERVICES INC. -#JJ 37851 | $457 | $457 | $457 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Carryover basis on stock contributed to date (FMV to Bk) | Desc |
| Amt | $59,409 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Management Fees | $62,796 | $62,796 | $0 |
| UBS#37851 Foreign Tax Paid | $4,806 | $4,806 | $0 |
Comments