MEELIA FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MEELIA FAMILY FOUNDATION (EIN 20-7198269)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-19
- IRS object ID
- 201512929349100401
- Schema version
- 2014v5.0
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-19T12:03:19-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-10-07 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,287,313 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,229,559 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,544 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,544 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $109,552 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $109,552 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,590,804 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,732,923 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,590,804 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,932,459 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,702,900 | 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 | $12,789 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,789 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,789 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,789 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $602,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $602,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $615,589 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,789 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $602,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,316,870 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,690,111 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,425,994 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,058,070 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,058,070 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,192,978 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,318,394 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,229,243 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,618,972 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,376,464 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,287,313 | 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 | $4,618,972 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,376,464 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,618,972 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,376,464 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,618,972 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,376,464 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,618,972 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,316,870 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,675,414 | OtherIncreasesAmt |
| Subtotal | $16,611,256 | SubtotalAmt |
| Other Decreases | $6,234,792 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,376,464 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (64 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1,994.749 shs AMERICAN FUNDS AMERICAN HIGH INCOME TRUST FUND CL A | 2014-10-14 | $21,822 | $22,743 | -$921 | -$921 | ||
| 1,654.384 shs EATON VANCE FLOATING RATE FUND CLASS A | 2014-10-14 | $15,386 | $15,641 | -$255 | -$255 | ||
| 67.623 shs AMERICAN FUNDS EURO PACIFIC GROWTH FUND CL A | 2014-10-14 | $3,135 | $3,273 | -$138 | -$138 | 2013-12-26 | |
| 11,133.191 shs MAINSTAY MARKETFIELD FUND CLASS I | 2014-10-14 | $181,577 | $200,011 | -$18,434 | -$18,434 | ||
| 502.238 shs NUVEEN TRADEWINDS VALUE OPPORTUNITIES FUND CLASS A | 2014-10-14 | $17,744 | $17,839 | -$95 | -$95 | ||
| 121.274 shs AMERICAN FUNDS SHORT TERM BOND CLASS A | 2014-10-14 | $1,216 | $1,213 | $3 | $3 | ||
| 940.336 shs FRANKLIN/TEMPLETON GLOBAL BOND FUND CLASS A | 2014-10-14 | $12,412 | $12,329 | $83 | $83 | ||
| 5.967 shs THORNBURG INTERNATIONAL VALUE FUND CLASS C | 2014-10-14 | $157 | $168 | -$11 | -$11 | 2014-09-24 | |
| 2.298 shs VAN ECK GLOBAL HARD ASSETS FUND CLASS A | 2014-10-14 | $98 | $109 | -$11 | -$11 | 2013-12-23 | |
| 1,000 shs VANGUARD INDEX FUNDS VANGUARD SMALL CAP VALUE ETF | 2014-10-15 | $94,199 | $93,382 | $817 | $817 | 2014-02-06 | |
| 900 shs VANGUARD INDEX FUNDS VANGUARD MID CAP | 2014-10-15 | $97,744 | $105,306 | -$7,562 | -$7,562 | 2014-06-04 | |
| 25,797.383 AMERICAN FUNDS AMERICAN HIGH INCOME TRUST FUND CL A | 2014-10-14 | $282,219 | $287,522 | -$5,303 | -$5,303 | ||
| 40,680.875 shs EATON VANCE FLOATING RATE FUND CLASS A | 2014-10-14 | $378,328 | $377,509 | $819 | $819 | ||
| 6,414.781 shs AMERICAN FUNDS EURO PACIFIC GROWTH FUND CL A | 2014-10-14 | $297,385 | $254,948 | $42,437 | $42,437 | ||
| 10,918.949 shs NUVEEN TRADEWINDS VALUE OPPORTUNITIES FUND CLASS A | 2014-10-14 | $385,762 | $363,717 | $22,045 | $22,045 | ||
| 25,153.853 shs AMERICAN FUNDS SHORT TERM BOND CLASS A | 2014-10-14 | $252,289 | $253,797 | -$1,508 | -$1,508 | ||
| 22,023.334 shs FRANKLIN/TEMPLETON GLOBAL BOND FUND CLASS A | 2014-10-14 | $290,704 | $290,885 | -$181 | -$181 | ||
| 23.753 shs THORNBURG INTERNATIONAL VALUE FUND CLASS C | 2014-10-14 | $626 | $571 | $55 | $55 | ||
| 5,279.989 shs VAN ECK GLOBAL HARD ASSETS FUND CLASS A | 2014-10-14 | $224,765 | $255,547 | -$30,782 | -$30,782 | ||
| 22,323 shs COVIDIEN PLC FOREIGN STOCK | 2014-10-03 | $2,096,062 | $898,785 | $1,197,277 | $1,197,277 | 2011-10-06 | |
| 2,881 shs COVIDIEN PLC FOREIGN STOCK | 2014-11-19 | $280,609 | $115,997 | $164,612 | $164,612 | 2011-10-06 | |
| 19,411 shs COVIDIEN PLC FOREIGN STOCK | 2014-11-19 | $1,890,629 | $797,306 | $1,093,323 | $1,093,323 | 2012-01-01 | |
| 6,160.736 shs AMERICAN FUNDS AMERICAN HIGH INCOME TRUST FUND CL A | 2014-10-14 | $67,398 | $68,524 | -$1,126 | -$1,126 | ||
| 62 shs IPATH S&P 500 VIX SHORT TERM FUTURES ETN | 2014-04-09 | $2,440 | $38,954 | -$36,514 | -$36,514 | 2010-12-28 | |
| 5,855.765 shs EATON VANCE FLOATING RATE FUND CLASS A | 2014-10-14 | $54,458 | $54,289 | $169 | $169 | ||
| 858.489 shs AMERICAN FUNDS EURO PACIFIC GROWTH FUND CL A | 2014-10-14 | $39,799 | $33,430 | $6,369 | $6,369 | ||
| 20,000 shs HSBC USA INC CONTINGENT ROS RTY 4/30/2014 | 2014-04-30 | $262,020 | $200,000 | $62,020 | $62,020 | 2012-04-25 | |
| 250,000 shs JP MORGAN CHASE BANK NA MLCD EFFICIENTE 5 8/31/2018 | 2014-10-15 | $257,921 | $257,480 | $441 | $441 | 2012-02-24 | |
| 1,663.021 shs NUVEEN TRADEWINDS VALUE OPPORTUNITIES FUND CLASS A | 2014-10-14 | $58,754 | $57,871 | $883 | $883 | ||
| 1,866.017 shs OPPENHEIMER DEVELOPING MARKETS FUND CL C | 2014-10-14 | $67,470 | $63,821 | $3,649 | $3,649 | ||
| 5,183.051 shs AMERICAN FUNDS SHORT TERM BOND CLASS A | 2014-10-14 | $51,985 | $52,102 | -$117 | -$117 | ||
| 3,752.56 shs FRANKLIN/TEMPLETON GLOBAL BOND FUND CLASS A | 2014-10-14 | $49,533 | $51,730 | -$2,197 | -$2,197 | ||
| 2,177.423 shs THORNBURG INTERNATIONAL VALUE FUND CLASS C | 2014-10-14 | $57,348 | $55,698 | $1,650 | $1,650 | ||
| 1,988.369 shs VAN ECK GLOBAL HARD ASSETS FUND CLASS A | 2014-10-14 | $84,643 | $98,063 | -$13,420 | -$13,420 | ||
| 650 shs VANGUARD INDEX FUNDS VANGUARD SMALL CAP VALUE ETF | 2014-10-15 | $61,230 | $43,971 | $17,259 | $17,259 | 2010-12-28 | |
| 7,509 shs COVIDIEN PLC FOREIGN STOCK | 2014-09-29 | $661,824 | $293,699 | $368,125 | $368,125 | 2010-11-21 | |
| 12,458 shs COVIDIEN PLC FOREIGN STOCK | 2014-09-29 | $1,098,016 | $488,178 | $609,838 | $609,838 | 2010-12-01 | |
| 2,356 shs COVIDIEN PLC FOREIGN STOCK | 2014-09-29 | $207,652 | $93,021 | $114,631 | $114,631 | 2010-12-21 | |
| 4,713 shs DEUTSCHE X-TRACKERS MSCI JAPAN HEDGED EQUITY ETF | 2014-12-17 | $186,961 | $192,997 | $0 | $0 | 2014-11-21 | |
| 1,207 shs DEUTSCHE X-TRACKERS MSCI JAPAN HEDGED EQUITY ETF | 2014-12-17 | $47,881 | $49,510 | -$1,175 | -$1,175 | 2014-11-25 | |
| 3,878 shs DEUTSCHE X-TRACKERS MSCI EUROPE HEDGED EQUITY ETF | 2014-12-18 | $102,438 | $98,374 | $4,064 | $4,064 | 2014-10-23 | |
| 2,780 shs DEUTSCHE X-TRACKERS MSCI EUROPE HEDGED EQUITY ETF | 2014-12-18 | $75,199 | $74,109 | $1,090 | $1,090 | 2014-11-05 | |
| 2,216 shs DEUTSCHE X-TRACKERS MSCI EUROPE HEDGED EQUITY ETF | 2014-12-18 | $59,943 | $61,289 | -$1,346 | -$1,346 | 2014-11-25 | |
| 5,339 shs ISHARES MSCI CANADA ETF | 2014-11-05 | $157,233 | $157,415 | -$182 | -$182 | 2014-10-23 | |
| 203 shs ISHARES MSCI PACIFIC EX JAPAN | 2014-11-05 | $9,661 | $9,642 | $19 | $19 | 2014-10-23 | |
| 3,650 shs ISHARES MSCI JAPAN | 2014-11-05 | $42,935 | $41,136 | $1,799 | $1,799 | 2014-10-23 | |
| 21,900 shs ISHARES MSCI JAPAN | 2014-11-21 | $254,913 | $246,813 | $8,100 | $8,100 | 2014-10-23 | |
| 285 shs ISHARES 7-10 YEAR TREASURY BOND ETF | 2014-11-25 | $30,059 | $30,107 | -$48 | -$48 | 2014-10-23 | |
| 764 shs ISHARES U.S. INDUSTRIALS ETF | 2014-12-18 | $81,274 | $76,703 | $4,571 | $4,571 | 2014-10-23 | |
| 698 shs ISHARES U.S. INDUSTRIALS ETF | 2014-12-18 | $74,253 | $73,305 | $948 | $948 | 2014-11-05 | |
| 335 shs ISHARES U.S. INDUSTRIALS ETF | 2014-12-18 | $35,637 | $36,282 | -$645 | -$645 | 2014-11-25 | |
| 4,111 shs ISHARES TR MSCI UNITED KINGDOM | 2014-11-21 | $78,765 | $76,326 | $2,439 | $2,439 | 2014-10-23 | |
| 2,015 shs ISHARES TR MSCI UNITED KINGDOM | 2014-12-18 | $36,518 | $37,411 | -$893 | -$893 | 2014-10-23 | |
| 515 shs ISHARES TR MSCI UNITED KINGDOM | 2014-12-18 | $9,333 | $9,896 | -$563 | -$563 | 2014-11-25 | |
| 1,965 shs ISHARES TR HDG MSCI JAPAN | 2014-12-19 | $55,294 | $53,193 | $2,101 | $2,101 | 2014-12-17 | |
| 6,836 shs ISHARES TR HDG MSCI JAPAN | 2014-12-24 | $193,113 | $185,051 | $8,062 | $8,062 | 2014-12-17 | |
| 9.389 shs OPPENHEIMER DEVELOPING MARKETS FUND CL C | 2014-11-05 | $345 | $336 | $9 | $9 | 2013-12-06 | |
| 1,032 shs SPDR BARCLAYS CAPITAL HIGH YIELD | 2014-12-09 | $39,911 | $41,710 | -$1,799 | -$1,799 | 2014-10-23 | |
| 311 shs SPDR BARCLAYS CAPITAL HIGH YIELD | 2014-12-09 | $12,027 | $12,402 | -$375 | -$375 | 2014-11-25 | |
| 1,111 shs VANGUARD FTSE EUROPE ETF | 2014-11-05 | $59,688 | $58,693 | $995 | $995 | 2014-10-23 | |
| 7,663 shs IPATH GS CRUDE OIL TOTL RETURN | 2014-11-28 | $127,612 | $152,639 | -$25,027 | -$25,027 | 2014-10-23 | |
| 2,884 shs IPATH GS CRUDE OIL TOTL RETURN | 2014-11-28 | $48,027 | $53,599 | -$5,572 | -$5,572 | 2014-11-25 | |
| 8.422 shs OPPENHEIMER DEVELOPING MARKETS FUND CL C | 2014-11-05 | $309 | $242 | $67 | $67 | 2011-12-12 | |
| Capital Gains Dividends | $6,235 | $6,235 | $6,235 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,590,804 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,645,180 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,277,241 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.899309 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $279,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,149,773 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054177 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $919,668 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,322,707 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.695292 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $824,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,016,654 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.810502 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $636,467 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $297,920 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.136369 | DistributionYr5Rt |
| Total Distribution | 4.595649 | TotalDistributionRt |
| Average Distribution | 0.919130 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,766,757 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,300,399 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $36,901 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,337,300 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $602,800 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $73,802 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $73,802 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $73,802 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,295 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $70,507 | AppliedToEsTaxAmt |
| Total Payments And Credits | $73,802 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $0 | TaxDueAmt |
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 | Yes (1) | 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 | $4,503,140 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,351,436 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,854,576 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,854,576 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $87,819 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,766,757 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $288,338 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $288,338 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $73,802 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $73,802 | TotalTaxAmt |
| Distributable Before Adj | $214,536 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $214,536 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $214,536 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $602,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $602,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $602,800 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $214,536 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $621,637 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $789,633 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $854,575 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $93,360 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,332,932 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,692,137 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $602,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $214,536 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $388,264 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,080,401 | 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 | $621,637 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,458,764 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $789,633 | ExcessFromYear4Amt |
| Excess From Year3 | $854,575 | ExcessFromYear3Amt |
| Excess From Year2 | $93,360 | ExcessFromYear2Amt |
| Excess From Year1 | $5,332,932 | ExcessFromYear1Amt |
| Excess From Current Year | $388,264 | 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 (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Franklin Institute | |||||||
| 41 Berkeley St | Boston | MA | 02116 | None | 501(c)(3) | Contribution | $5,000 |
| Health Horizons International | |||||||
| 112 Packard Ave | Medford | MA | 02155 | None | 501(c)(3) | Contribution | $15,000 |
| Habitat for Humanity of Greater Plymouth | |||||||
| 72 North Main Street | Carver | MA | 02330 | 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 |
| Haitian Health Foundation | |||||||
| 97 Sherman Street | Norwich | CT | 06360 | None | 501(c)(3) | Contribution | $2,500 |
| North Suburban YMCA | |||||||
| 137 Lexington St | Woburn | MA | 01801 | None | 501(c)(3) | Contribution | $1,500 |
| Camp Harbor View 7th Annual Beach Ball | |||||||
| 200 Clarendon Street 60th FL | Boston | MA | 02116 | None | 501(c)(3) | Contribution | $10,000 |
| Camp Harbor View 7th Annual Beach Ball | |||||||
| 200 Clarendon Street 60th FL | Boston | MA | 02116 | None | 501(c)(3) | Contribution | $15,000 |
| The Evan Fund | |||||||
| 3 Tillotson Road | Hopedale | MA | 01747 | None | 501(c)(3) | Contribution | $2,000 |
| Bottom Line Inc | |||||||
| 555 Amory Street Ste2 | Jamaica Plain | MA | 02130 | None | 501(c)(3) | Contribution | $10,000 |
| Immaculate Conception Church | |||||||
| 144 E Merrimack St | Lowell | MA | 01852 | None | 501(c)(3) | Contribution | $5,000 |
| Year Up Providence | |||||||
| 40 Fountain St | Providence | RI | 02903 | None | 501(c)(3) | Contribution | $100,000 |
| St Francis House | |||||||
| 39 Boylston Street | Boston | MA | 02116 | None | 501(c)(3) | Contribution | $15,000 |
| Tufts Medical Center | |||||||
| 800 Washington Street | Boston | MA | 02111 | None | 501(c)(3) | Contribution | $11,200 |
| LIAM's LEEP Inc | |||||||
| 55 Cedar Street | Norwood | MA | 02062 | None | 501(c)(3) | Contribution | $500 |
| 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 | $25,000 |
| Media Center St | |||||||
| Unknown | Unknown | MA | 00000 | None | 501(c)(3) | Contribution | $7,100 |
| PMC | |||||||
| 77 4th Avenue | Needham | MA | 02494 | None | 501(c)(3) | Contribution | $1,500 |
| Commonwealth Shakespeare | |||||||
| 126 Lewis Wharf | Boston | MA | 02110 | None | 501(c)(3) | Contribution | $5,000 |
| Tufts Medical Center | |||||||
| 800 Washington Street | Boston | MA | 02111 | None | 501(c)(3) | Contribution | $10,000 |
| St Francis House | |||||||
| 39 Boylston Street | Boston | MA | 02116 | None | 501(c)(3) | Contribution | $10,000 |
| Les Turner ALS - Miles For Monte | |||||||
| 1510 Woodvale Ave | Deerfield | IL | 60015 | None | 501(c)(3) | Contribution | $1,000 |
| Dr Matthew Smith Research | |||||||
| 55 Fruit Street | Boston | MA | 02114 | None | 501(c)(3) | Contribution | $100,000 |
| Irish Pastoral Center | |||||||
| 15 Rita Rd | Dorchester | MA | 02124 | None | 501(c)(3) | Contribution | $5,000 |
| Por Cristo Inc | |||||||
| 736 Cambridge St HOQ3P | Boston | MA | 02135 | None | 501(c)(3) | Contribution | $100,000 |
| Chernobyl Children Project | |||||||
| 490 Main Street | Northport | NY | 11768 | None | 501(c)(3) | Contribution | $10,000 |
| Boston Foundation | |||||||
| 75 Arlington St 1000 | Boston | MA | 02116 | None | 501(c)(3) | Contribution | $1,000 |
| Austin Preparatory School | |||||||
| 101 Willow Street | Reading | MA | 01867 | None | 501(c)(3) | Contribution | $5,000 |
| Health Horizons International | |||||||
| 112 Packard Ave | Medford | MA | 02155 | None | 501(c)(3) | Contribution | $15,000 |
| West Side Benevolent Circle | |||||||
| PO Box 508 | Mansfield | MA | 02048 | None | 501(c)(3) | Contribution | $1,000 |
| American Red Cross | |||||||
| PO Box 4002018 | Des Moines | IA | 503402018 | None | 501(c)(3) | Contribution | $1,000 |
| Small Car Be Big | |||||||
| Unknown | Unknown | MA | 00000 | None | 501(c)(3) | Contribution | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $602,800 | 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 | $2,544 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $109,552 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,590,804 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,702,900 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,702,900 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RICHARD J MEELIA | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $6,229,559 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 22,323 shs Covidien PLC | $1,960,183 | 2014-09-29 |
| 1 | 22,323 shs Covidien PLC | $2,095,906 | 2014-10-03 |
| 1 | 22,292 shs Covidien PLC | $2,173,470 | 2014-11-19 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $9,318,394 | EOYBookValueAmt |
| EOYFMV | $9,229,243 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Value of stock contributed and sold in same year | Desc |
| Amt | $6,234,792 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Unrealized gain on contributed securities | $2,586,262 |
| Carryover basis on stock contributed to date (FMV to Bk) | $89,152 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| 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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UBS#4786 Foreign Tax Paid | $412 | $412 | $0 |
| UBS#37851 Foreign Tax Paid | $1,514 | $1,514 | $0 |
| Management Fees | $10,863 | $10,863 | $0 |
Comments