MEELIA FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MEELIA FAMILY FOUNDATION (EIN 20-7198269)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-13
- IRS object ID
- 201621349349102057
- Schema version
- 2015v2.1
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T12:23:13-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-06 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,884,721 | 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 | $169 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $169 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $182,865 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $182,865 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$167,507 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,109,734 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,402 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,402 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $18,929 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $186,436 | 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 | $78,365 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $78,365 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,365 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $78,365 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $922,478 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $922,478 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,000,843 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $78,365 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $922,478 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$981,914 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $108,071 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,058,070 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $313,950 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $313,950 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,318,394 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,015,074 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,570,771 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,376,464 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,329,024 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,884,721 | 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 | $10,376,464 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,329,024 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,376,464 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,329,024 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,376,464 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,329,024 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,376,464 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$981,914 | ExcessRevenueOverExpensesAmt |
| Other Increases | $444,303 | OtherIncreasesAmt |
| Subtotal | $9,838,853 | SubtotalAmt |
| Other Decreases | $509,829 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,329,024 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (44 entries)
| AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | PropertyPropertyDesc | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2014-12-24 | 2015-04-17 | $114,390 | $106,771 | $7,619 | $7,619 | ||
| 2014-12-24 | 2015-04-17 | $13,399 | $13,237 | $162 | $162 | 337 shs DEUTSCHE X-TRACKERS MSC! JAPAN HEDGED | |
| 2014-12-24 | 2015-04-17 | $79,121 | $78,030 | $1,091 | $1,091 | 1,990 shs DEUTSCHE X-TRACKERS MSC! JAPAN HEDGED | |
| 2015-06-30 | 2015-04-17 | $88,941 | $93,797 | -$4,856 | -$4,856 | 2,237 shs DEUTSCHE X-TRACKERS MSC! JAPAN HEDGED | |
| 2014-10-23 | 2015-04-17 | $105,079 | $92,244 | $12,835 | $12,835 | 3,551 shs DEUTSCHE X-TRACKERS MSCI EUROPE | |
| 2014-11-25 | 2015-08-04 | $20,186 | $20,574 | -$388 | -$388 | 684 shs IQ HEDGE MULTL-STRAT TRACKER | |
| 2014-11-25 | 2015-08-25 | $43,426 | $45,119 | -$1,693 | -$1,693 | 1,500 shs IQ HEDGE MULTL-STRAT TRACKER | |
| 2014-10-23 | 2015-05-06 | $40,226 | $38,544 | $1,682 | $1,682 | 668 shs iSHARES MSCI SOUTH KOREA CAPPED | |
| 2014-10-23 | 2015-05-06 | $29,290 | $36,409 | -$7,119 | -$7,119 | 631 shs iSHARES MSCI SOUTH KOREA CAPPED | |
| 2014-11-25 | 2015-05-06 | $16,850 | $20,665 | -$3,815 | -$3,815 | 363 shs iSHARES MSCI SOUTH KOREA CAPPED | |
| 2015-06-23 | 2015-05-06 | $10,305 | $12,622 | -$2,317 | -$2,317 | 222 shs iSHARES MSCI SOUTH KOREA CAPPED | |
| 2015-06-30 | 2015-05-06 | $10,166 | $12,078 | -$1,912 | -$1,912 | 219 shs iSHARES MSCI SOUTH KOREA CAPPED | |
| 2014-11-25 | 2015-01-26 | $49,004 | $48,661 | $343 | $343 | 430 shs iSHARES TIPS BOND | |
| 2014-12-18 | 2015-05-06 | $124,969 | $128,919 | -$3,950 | -$3,950 | 1,035 shs iSHARES 20+ YEAR TREASURY BOND | |
| 2014-12-18 | 2015-06-19 | $142,071 | $148,973 | -$6,902 | -$6,902 | 1,196 shs iSHARES 20+ YEAR TREASURY BOND | |
| 2015-01-26 | 2015-08-25 | $37,311 | $38,013 | -$702 | -$702 | 349 shs iSHARES 7-10 YEAR TREASURY BOND | |
| 2015-06-19 | 2015-08-25 | $69,490 | $68,692 | $798 | $798 | 650 shs iSHARES 7-10 YEAR TREASURY BOND | |
| 2014-10-23 | 2015-04-23 | $121,838 | $120,546 | $1,292 | $1,292 | 981 shs iSHARES 3-7 YEAR TREASURY BOND | |
| 2014-11-25 | 2015-04-23 | $36,017 | $35,546 | $471 | $471 | 290 shs iSHARES 3-7 YEAR TREASURY BOND | |
| 2015-06-19 | 2015-08-25 | $40,666 | $40,377 | $289 | $289 | 1,608 shs iSHARES US TREASURY BOND | |
| 2015-06-23 | 2015-08-04 | $21,294 | $21,672 | -$378 | -$378 | 743 shs iSHARES CURRENCY HEDGED MSCI | |
| 2015-02-09 | 2015-12-17 | $210,546 | $243,890 | -$33,344 | -$33,344 | 6,209 shs SPDR BARCLAYS CAPITAL HIGH YIELD | |
| 2014-10-23 | 2015-05-06 | $230,562 | $249,363 | -$18,801 | -$18,801 | 4,300 shs SPDR BARCLAYS INTL TREASURY BOND | |
| 2014-10-23 | 2015-08-25 | $111,047 | $121,898 | -$10,851 | -$10,851 | 2,102 shs SPDR BARCLAYS INTL TREASURY BOND | |
| 2014-11-25 | 2015-01-26 | $57,279 | $58,367 | -$1,088 | -$1,088 | 1,182 shs VANGUARD SHORT-TERM INFLATION | |
| 2014-10-23 | 2015-05-06 | $94,997 | $90,236 | $4,761 | $4,761 | 2,193 shs VANGUARD FTSE EMERGING MARKETS | |
| 2014-11-25 | 2015-05-06 | $85,467 | $84,417 | $1,050 | $1,050 | 1,973 shs VANGUARD FTSE EMERGING MARKETS | |
| 2014-10-23 | 2015-08-26 | $237,925 | $295,148 | -$57,223 | -$57,223 | 7,173 shs VANGUARD FTSE EMERGING MARKETS | |
| 2015-06-23 | 2015-08-26 | $87,866 | $112,351 | -$24,485 | -$24,485 | 2,649 shs VANGUARD FTSE EMERGING MARKETS | |
| 2015-06-30 | 2015-08-26 | $60,368 | $74,490 | -$14,122 | -$14,122 | 1,820 shs VANGUARD FTSE EMERGING MARKETS | |
| 2014-11-25 | 2015-08-04 | $77,259 | $77,402 | -$143 | -$143 | 1,398 shs VANGUARD FTSE EUROPE | |
| 2015-06-17 | 2015-11-13 | $80,763 | $89,492 | -$8,729 | -$8,729 | 881 shs VANGUARD RUSSELL 2000 | |
| 2014-11-25 | 2015-11-13 | $6,867 | $7,026 | -$159 | -$159 | 74 shs VANGUARD RUSSELL 2000 | |
| 2015-06-03 | 2015-11-13 | $261,134 | $283,651 | -$22,517 | -$22,517 | 2,814 shs VANGUARD RUSSELL 2000 | |
| 2015-06-17 | 2015-11-13 | $85,374 | $93,454 | -$8,080 | -$8,080 | 920 shs VANGUARD RUSSELL 2000 | |
| 2014-11-25 | 2015-02-09 | $136,405 | $137,358 | -$953 | -$953 | 1,440 shs VANGUARD RUSSELL 1000 | |
| 2014-11-25 | 2015-04-17 | $208,447 | $206,514 | $1,933 | $1,933 | 2,165 shs VANGUARD RUSSELL 1000 | |
| 2014-11-25 | 2015-04-17 | $18,810 | $18,696 | $114 | $114 | 196 shs VANGUARD RUSSELL 1000 | |
| 2014-12-09 | 2015-04-17 | $182,532 | $180,289 | $2,243 | $2,243 | 1,902 shs VANGUARD RUSSELL 1000 | |
| 2014-12-09 | 2015-06-03 | $124,006 | $119,908 | $4,098 | $4,098 | 1,265 shs VANGUARD RUSSELL 1000 | |
| 2014-12-18 | 2015-06-03 | $236,934 | $227,898 | $9,036 | $9,036 | 2,417 shs VANGUARD RUSSELL 1000 | |
| 2015-06-30 | 2015-08-04 | $72,100 | $71,102 | $998 | $998 | 745 shs VANGUARD RUSSELL 1000 | |
| 2014-10-23 | 2015-10-29 | $227,948 | $212,802 | $15,146 | $15,146 | 2,375 shs VANGUARD RUSSELL 1000 | |
| $1,059 | $1,059 | $1,059 | Capital Gains Dividends | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$167,507 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $602,800 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,766,757 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.104530 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,645,180 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,277,241 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.899309 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $279,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,149,773 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054177 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $919,668 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,322,707 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.695292 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $824,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,016,654 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.810502 | DistributionYr5Rt |
| Total Distribution | 2.563810 | TotalDistributionRt |
| Average Distribution | 0.512762 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,581,672 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,913,117 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,081 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,914,198 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $922,478 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,161 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,161 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,161 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $7,839 | OverpaymentAmt |
| Applied To ES Tax | $7,839 | 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 | $8,918,619 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $808,967 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,727,586 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,727,586 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $145,914 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,581,672 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $479,084 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $479,084 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,161 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,161 | TotalTaxAmt |
| Distributable Before Adj | $476,923 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $476,923 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $476,923 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $922,478 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $922,478 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $922,478 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $476,923 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $789,633 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $854,575 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $93,360 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,332,932 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $388,264 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,458,764 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $922,478 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $476,923 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $445,555 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,904,319 | 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 | $789,633 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,114,686 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $854,575 | ExcessFromYear4Amt |
| Excess From Year3 | $93,360 | ExcessFromYear3Amt |
| Excess From Year2 | $5,332,932 | ExcessFromYear2Amt |
| Excess From Year1 | $388,264 | ExcessFromYear1Amt |
| Excess From Current Year | $445,555 | 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 |
|---|---|---|---|---|---|---|---|
| Meelia Center Saint Anselm College | |||||||
| 100 Saint Anselm Drive | Manchester | NH | 03102 | None | 501(c)(3) | Contribution | $1,228 |
| Notre Dame Cristo Rey High School | |||||||
| 303 Haverhill Street | Lawrence | MA | 01841 | None | 501(c)(3) | Contribution | $50,000 |
| Saint Anselm College | |||||||
| 100 Saint Anselm Drive | Manchester | NH | 03102 | None | 501(c)(3) | Contribution | $300,000 |
| Notre Dame Cristo Rey High School | |||||||
| 303 Haverhill Street | Lawrence | MA | 01841 | None | 501(c)(3) | Contribution | $2,000 |
| Sisters of St Joseph of Boston | |||||||
| 637 Cambridge St | Brighton | MA | 02135 | None | 501(c)(3) | Contribution | $5,000 |
| Muscular Dystrophy Association | |||||||
| 33 Lyman St 205 | Westborough | MA | 01581 | None | 501(c)(3) | Contribution | $2,000 |
| LIFT | |||||||
| 1620 I Street NW Suite 820 | Washington | DC | 20006 | None | 501(c)(3) | Contribution | $5,000 |
| Boston Children's Hospital | |||||||
| 300 Longwood Ave | Boston | MA | 02115 | None | 501(c)(3) | Contribution | $5,000 |
| Jimmy Fund | |||||||
| 10 Brookline Pl | Brookline | MA | 02445 | None | 501(c)(3) | Contribution | $5,000 |
| Tufts Medical Center Working Wonder | |||||||
| 800 Washington St | Boston | MA | 02111 | None | 501(c)(3) | Contribution | $10,000 |
| Camp Harbor View | |||||||
| 200 Clarendon Street 60th FL | Boston | MA | 02116 | None | 501(c)(3) | Contribution | $10,000 |
| Meelia Center Saint Anselm College | |||||||
| 100 Saint Anselm Drive | Manchester | NH | 03102 | None | 501(c)(3) | Contribution | $7,000 |
| Notre Dame Cristo Rey High School | |||||||
| 303 Haverhill Street | Lawrence | MA | 01841 | None | 501(c)(3) | Contribution | $10,250 |
| St Francis House | |||||||
| 39 Boylston Street | Boston | MA | 02116 | None | 501(c)(3) | Contribution | $5,000 |
| PMC | |||||||
| 77 4th Avenue | Needham | MA | 02494 | None | 501(c)(3) | Contribution | $2,000 |
| Bottom Line Inc | |||||||
| 555 Amory Street Ste2 | Jamaica Plain | MA | 02130 | None | 501(c)(3) | Contribution | $15,000 |
| Austin Preparatory School | |||||||
| 101 Willow Street | Reading | MA | 01867 | None | 501(c)(3) | Contribution | $100,000 |
| Year Up Providence | |||||||
| 40 Fountain St | Providence | RI | 02903 | None | 501(c)(3) | Contribution | $25,000 |
| Immaculate Conception Church | |||||||
| 144 E Merrimack St | Lowell | MA | 01852 | None | 501(c)(3) | Contribution | $5,000 |
| Saint Anselm College | |||||||
| 100 Saint Anselm Drive | Manchester | NH | 03102 | None | 501(c)(3) | Contribution | $25,000 |
| St Francis House | |||||||
| 39 Boylston Street | Boston | MA | 02116 | None | 501(c)(3) | Contribution | $10,000 |
| PMC | |||||||
| 77 4th Avenue | Needham | MA | 02494 | None | 501(c)(3) | Contribution | $500 |
| Roman Catholic Archdiocese of Boston | |||||||
| 66 Brooks Dr | Braintree | MA | 02184 | None | 501(c)(3) | Contribution | $5,000 |
| St Francis House | |||||||
| 39 Boylston Street | Boston | MA | 02116 | None | 501(c)(3) | Contribution | $25,000 |
| Notre Dame Cristo Rey High School | |||||||
| 303 Haverhill Street | Lawrence | MA | 01841 | None | 501(c)(3) | Contribution | $50,000 |
| St Francis House | |||||||
| 39 Boylston Street | Boston | MA | 02116 | None | 501(c)(3) | Contribution | $7,500 |
| Por Cristo Inc | |||||||
| 736 Cambridge St HOQ3P | Boston | MA | 02135 | None | 501(c)(3) | Contribution | $100,000 |
| Health Horizons International | |||||||
| 112 Packard Ave | Medford | MA | 02155 | None | 501(c)(3) | Contribution | $25,000 |
| Austin Preparatory School | |||||||
| 101 Willow Street | Reading | MA | 01867 | None | 501(c)(3) | Contribution | $10,000 |
| Mass General Hospital | |||||||
| 55 Fruit St | Boston | MA | 02114 | None | 501(c)(3) | Contribution | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $922,478 | 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 | $169 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $182,865 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,402 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$167,507 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,929 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,929 | 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 | $9,015,074 | EOYBookValueAmt |
| EOYFMV | $8,570,771 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gain on contributed securities | Desc |
| Amt | $509,829 | 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 | $1,630 | $1,630 | $1,630 |
| UBS FINANCIAL SERVICES INC. -#JJ 37851 | $1,772 | $1,772 | $1,772 |
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 | $444,303 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Management Fees | $71,816 | $71,816 | $0 |
| UBS#37851 Foreign Tax Paid | $6,549 | $6,549 | $0 |
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