MEELIA FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MEELIA FAMILY FOUNDATION (EIN 20-7198269)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-06-13
- IRS object ID
- 201431649349100103
- Schema version
- 2013v3.0
- 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 Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-06-13T12:07:31-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 CLARK ROAD | AddressLine1 |
| City | TEWKSBURY | City |
| State | MA | State |
| ZIP Code | 01876 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEEL | BusinessNameControlTxt |
| Phone | 5082618218 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 Patriot Place Suite 104 | AddressLine1 |
| City | Foxboro | City |
| State | MA | State |
| ZIP Code | 020353304 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD MEELIA TRUSTEE | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 5082618218 | PhoneNum |
| Signature | 2014-05-28 | SignatureDt |
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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,774,600 | 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 |
| Dividends Rev And Expnss | $81,587 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $81,587 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $114 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $428 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $114 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $81,701 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $81,701 | 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 | $62,021 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,021 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $61,000 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $62,021 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,021 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $61,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,584,180 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,584,180 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,646,201 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,021 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,645,180 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,564,500 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,680 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,068,456 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,425,994 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,425,994 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,114,948 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,192,978 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,348,606 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,183,404 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,618,972 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,774,600 | 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 | $10,183,404 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,618,972 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,183,404 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,618,972 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,183,404 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,618,972 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,183,404 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,564,500 | ExcessRevenueOverExpensesAmt |
| Other Increases | $155,697 | OtherIncreasesAmt |
| Subtotal | $4,774,601 | SubtotalAmt |
| Other Decreases | $155,629 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,618,972 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| .5 IPATH S&P 500 VIX - Cash in lieu | P | 2010-12-28 | 2013-11-08 | $12 | $314 | -$302 | -$302 |
| Capital Gains Dividends | P | $416 | $416 | $416 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $114 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $279,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,149,773 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054177 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $919,668 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,322,707 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.695292 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $824,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,016,654 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.810502 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $636,467 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $297,920 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.136369 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,415,493 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,408,112 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.005242 | DistributionYr5Rt |
| Total Distribution | 4.701582 | TotalDistributionRt |
| Average Distribution | 0.940316 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,277,241 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,902,590 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $807 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,903,397 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,645,180 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,614 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,614 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,614 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,909 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,909 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,295 | OverpaymentAmt |
| Applied To ES Tax | $3,295 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD J MEELIA | IndividualWithBooksNm |
| Phone | 5082618218 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 Patriot Place Suite 104 | AddressLine1 |
| City | Foxboro | City |
| State | MA | State |
| ZIP Code | 020353304 | ZIPCode |
| 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 | 26 Patriot Place Suite 104 | AddressLine1 |
| City | Foxboro | City |
| State | MA | State |
| ZIP Code | 020353304 | ZIPCode |
| 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 | $3,167,988 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,204,845 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,372,833 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,372,833 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,592 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,277,241 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $313,862 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $313,862 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,614 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,614 | TotalTaxAmt |
| Distributable Before Adj | $312,248 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $312,248 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $312,248 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,645,180 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,645,180 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,645,180 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $312,248 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,348,601 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $621,637 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $789,633 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $854,575 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $93,360 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,707,806 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,645,180 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $312,248 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,332,932 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,040,738 | 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 | $1,348,601 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,692,137 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $621,637 | ExcessFromYear4Amt |
| Excess From Year3 | $789,633 | ExcessFromYear3Amt |
| Excess From Year2 | $854,575 | ExcessFromYear2Amt |
| Excess From Year1 | $93,360 | ExcessFromYear1Amt |
| Excess From Current Year | $5,332,932 | 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 (28 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Bottom Line Inc | |||||||
| 555 Amory Street Ste2 | Jamaica Plain | MA | 02130 | None | 501(c)(3) | Contribution | $10,000 |
| Fidelity Charitable Gift Fund | |||||||
| PO Box 770001 | Cincinnati | OH | 452770053 | None | 501(c)(3) | Contribution | $5,073,280 |
| Camp Harborside | |||||||
| 200 Clarendon Street 60th FL | Boston | MA | 02116 | None | 501(c)(3) | Contribution | $25,000 |
| Austin Preparatory School | |||||||
| 101 Willow Street | Reading | MA | 01867 | None | 501(c)(3) | Contribution | $25,000 |
| Triangle | |||||||
| 420 Pearl Street | Malden | MA | 02148 | None | 501(c)(3) | Contribution | $25,000 |
| Boston Healthcare for Homeless | |||||||
| 780 Albany St | Boston | MA | 02118 | None | 501(c)(3) | Contribution | $10,000 |
| Notre Dame High School | |||||||
| 601 Lawrence Road | Lawrenceville | NJ | 08648 | None | 501(c)(3) | Contribution | $1,400 |
| Narragansett Council Boy SC | |||||||
| 10 Risho Avenue | East Providence | RI | 02914 | None | 501(c)(3) | Contribution | $2,500 |
| Tufts Medical Center Harbor Walk | |||||||
| 800 Washington Street | Boston | MA | 02111 | None | 501(c)(3) | Contribution | $2,500 |
| Pine Street Inn | |||||||
| 444 Harrison Avenue | Boston | MA | 02118 | None | 501(c)(3) | Contribution | $2,500 |
| Immaculate Conception Golf | |||||||
| 3 Fayette Street | Lowell | MA | 01852 | None | 501(c)(3) | Contribution | $5,000 |
| St Francis House | |||||||
| 39 Boylston Street | Boston | MA | 02116 | None | 501(c)(3) | Contribution | $10,000 |
| Bottom Line Inc | |||||||
| 555 Amory Street Ste2 | Jamaica Plain | MA | 02130 | None | 501(c)(3) | Contribution | $25,000 |
| Saint Anselm College | |||||||
| 100 Saint Anselm Drive | Manchester | NH | 03102 | None | 501(c)(3) | Contribution | $100,000 |
| Commonwealth Shakespeare | |||||||
| 126 Lewis Wharf | Boston | MA | 02110 | None | 501(c)(3) | Contribution | $10,000 |
| Austin Preparatory School | |||||||
| 101 Willow Street | Reading | MA | 01867 | None | 501(c)(3) | Contribution | $100,000 |
| Pan Massachusetts Challenge | |||||||
| 77 4th Avenue | Needham | MA | 02494 | None | 501(c)(3) | Contribution | $1,000 |
| Cathedral High School | |||||||
| 74 Union Park Street | Boston | MA | 02118 | None | 501(c)(3) | Contribution | $10,000 |
| St Francis House | |||||||
| 39 Boylston Street | Boston | MA | 02116 | None | 501(c)(3) | Contribution | $15,000 |
| Triangle | |||||||
| 420 Pearl Street | Malden | MA | 02148 | None | 501(c)(3) | Contribution | $2,500 |
| Triangle | |||||||
| 420 Pearl Street | Malden | MA | 02148 | None | 501(c)(3) | Contribution | $6,000 |
| Saint Anselm College | |||||||
| 100 Saint Anselm Drive | Manchester | NH | 03102 | None | 501(c)(3) | Contribution | $1,000 |
| Jimmy Fund Walk | |||||||
| 10 Brookline Place West 6th FL | Brookline | MA | 02445 | None | 501(c)(3) | Contribution | $5,000 |
| Les Turner ALS - Miles For Monte | |||||||
| 1510 Woodvale Ave | Deerfield | IL | 60015 | None | 501(c)(3) | Contribution | $1,000 |
| Por Cristo Inc | |||||||
| 736 Cambridge St HOQ3P | Boston | MA | 02135 | None | 501(c)(3) | Contribution | $100,000 |
| Burbank YMCA | |||||||
| 36 Arthur B Lord Drive | Reading | MA | 01867 | None | 501(c)(3) | Contribution | $500 |
| Fitzgerald Youth Sports Institute | |||||||
| 155 Seaport Blvd | Boston | MA | 02210 | None | 501(c)(3) | Contribution | $5,000 |
| Pine Street Inn | |||||||
| 444 Harrison Avenue | Boston | MA | 02118 | None | 501(c)(3) | Contribution | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,584,180 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $81,587 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $114 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $81,701 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,701 | 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 | $3,192,978 | EOYBookValueAmt |
| EOYFMV | $3,348,606 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Carryover basis on stock contributed to date (FMV to Bk) | Description |
| Amount | $155,629 | Amount |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unrealized gain on contributed securities | Description |
| Amount | $155,697 | Amount |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD J MEELIA | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 Patriot Place Suite 104 | AddressLine1 |
| City | Foxboro | City |
| State | MA | State |
| ZIP Code | 020353304 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UBS#4786 Foreign Tax Paid | $1,021 | $1,021 | $0 |
| Taxes | $61,000 | $0 | $61,000 |
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