MEELIA FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MEELIA FAMILY FOUNDATION (EIN 20-7198269)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-15
- IRS object ID
- 201302279349100605
- Schema version
- 2012v2.1
- 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
- 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) |
|---|---|---|
| Timestamp | 2013-08-15T13:48:15-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043296201 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SULLIVAN BILLE PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 207198269 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MEELIA FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MEEL | NameControl |
| Phone | 5082618218 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD MEELIA TRUSTEE | Name |
| Title | Trustee | Title |
| Phone | 5082618218 | Phone |
| Date Signed | 2013-08-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Stephen P Ahern CPA | Name |
| PTIN | P00099910 | PTIN |
| Phone | 9789702900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 10095649 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 5002016 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 129320 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 129320 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 3464236 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 9660020 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3464236 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 8595572 | TotalRevenueAndExpenses |
| Total Net Investment Income | 3593556 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1085 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1085 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1085 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1085 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 279000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 279000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 280085 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1085 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 279000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 8315487 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 3592471 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 61043 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 7068456 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 7068456 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 3421270 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3114948 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3027193 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 3482313 | TotalAssetsBOY |
| Total Assets EOY | 10183404 | TotalAssetsEOY |
| Total Assets EOYFMV | 10095649 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 3482313 | RetainedEarningsBOY |
| Retained Earnings EOY | 10183404 | RetainedEarningsEOY |
| Total Net Assets BOY | 3482313 | TotalNetAssetsBOY |
| Total Net Assets EOY | 10183404 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3482313 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 10183404 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3482313 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 8315487 | ExcessOfRevenueOverExpenses |
| Other Increases | 3370255 | OtherIncreases |
| Subtotal | 15168055 | Subtotal |
| Other Decreases | 4984651 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 10183404 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (36 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 15.833 shs COLUMBIA DIVIDEND INCOME FUND | P | 2011-03-24 | 2012-01-12 | 214 | 208 | 6 | 6 |
| 11.388 shs COLUMBIA DIVIDEND INCOME FUND | P | 2011-06-24 | 2012-01-12 | 154 | 147 | 7 | 7 |
| 13.908 shs COLUMBIA DIVIDEND INCOME FUND | P | 2011-09-23 | 2012-01-12 | 188 | 164 | 24 | 24 |
| 12.189 shs COLUMBIA DIVIDEND INCOME FUND | P | 2011-12-20 | 2012-01-12 | 165 | 160 | 5 | 5 |
| 43.136 shs MILLER CONVERTIBLE FUND CLASS C | P | 2011-03-16 | 2012-01-12 | 457 | 498 | -41 | -41 |
| 10.159 shs MILLER CONVERTIBLE FUND CLASS C | P | 2011-06-15 | 2012-01-12 | 108 | 116 | -8 | -8 |
| 87.644 shs MILLER CONVERTIBLE FUND CLASS C | P | 2011-12-15 | 2012-01-12 | 929 | 894 | 35 | 35 |
| 18.475 shs MILLER CONVERTIBLE FUND CLASS C | P | 2011-12-15 | 2012-01-12 | 196 | 188 | 8 | 8 |
| 41.889 shs MILLER CONVERTIBLE FUND CLASS C | P | 2011-12-15 | 2012-01-12 | 444 | 427 | 17 | 17 |
| 665.21 shs AMERICAN FUNDS EURO PACIFIC GROWTH FUND CL A | P | 2010-04-21 | 2012-01-25 | 25000 | 25911 | -911 | -911 |
| 747.218 shs COLUMBIA DIVIDEND INCOME FUND | P | 2010-04-21 | 2012-01-09 | 10000 | 9237 | 763 | 763 |
| 1,517.271 shs COLUMBIA DIVIDEND INCOME FUND | P | 2010-04-21 | 2012-01-12 | 20478 | 18756 | 1722 | 1722 |
| 17.162 shs COLUMBIA DIVIDEND INCOME FUND | P | 2010-06-25 | 2012-01-12 | 232 | 191 | 41 | 41 |
| 19.853 shs COLUMBIA DIVIDEND INCOME FUND | P | 2010-09-22 | 2012-01-12 | 268 | 235 | 33 | 33 |
| 21.57 shs COLUMBIA DIVIDEND INCOME FUND | P | 2010-12-21 | 2012-01-12 | 291 | 273 | 18 | 18 |
| 30,374 shs COVIDIEN PLC | D | 2009-07-02 | 2012-02-13 | 1575629 | 1100146 | 475483 | 475483 |
| 30,623 shs COVIDIEN PLC | D | 2010-07-02 | 2012-02-13 | 1588545 | 1214814 | 373731 | 373731 |
| 26,390 shs COVIDIEN PLC | D | 2010-12-21 | 2012-02-13 | 1368962 | 350002 | 1018960 | 1018960 |
| 8,112 shs COVIDIEN PLC | D | 2006-03-07 | 2012-12-19 | 470202 | 265669 | 204533 | 204533 |
| 4,719 shs COVIDIEN PLC | D | 2007-03-26 | 2012-12-19 | 273531 | 190742 | 82789 | 82789 |
| 4,018 shs COVIDIEN PLC | D | 2007-03-26 | 2012-12-20 | 232655 | 162408 | 70247 | 70247 |
| 13,000 shs COVIDIEN PLC | D | 2007-08-17 | 2012-12-20 | 752743 | 507010 | 245733 | 245733 |
| 5,280 shs COVIDIEN PLC | D | 2008-03-10 | 2012-12-20 | 305729 | 216691 | 89038 | 89038 |
| 12,512 shs COVIDIEN PLC | D | 2008-11-21 | 2012-12-20 | 724486 | 424407 | 300079 | 300079 |
| 6,261 shs COVIDIEN PLC | D | 2008-11-22 | 2012-12-20 | 362532 | 212373 | 150159 | 150159 |
| 2,292 shs COVIDIEN PLC | D | 2009-11-21 | 2012-12-20 | 132714 | 104630 | 28084 | 28084 |
| 10,446 shs COVIDIEN PLC | D | 2009-11-21 | 2012-12-21 | 594362 | 476860 | 117502 | 117502 |
| 4,511 shs COVIDIEN PLC | D | 2009-12-01 | 2012-12-21 | 256669 | 214724 | 41945 | 41945 |
| 10,000 shs COVIDIEN PLC | D | 2010-08-19 | 2012-12-21 | 568986 | 384217 | 184769 | 184769 |
| 5,449 shs COVIDIEN PLC | D | 2010-11-21 | 2012-12-21 | 310040 | 233544 | 76496 | 76496 |
| 954.198 shs MILLER CONVERTIBLE FUND CLASS C | P | 2010-12-28 | 2012-01-09 | 10000 | 10716 | -716 | -716 |
| 3,374.718 shs MILLER CONVERTIBLE FUND CLASS C | P | 2010-12-28 | 2012-01-12 | 35772 | 37898 | -2126 | -2126 |
| 321.505 shs NUVEEN TRADEWINDS VALUE OPPOR FUND CLASS A | P | 2010-04-22 | 2012-01-09 | 10000 | 10836 | -836 | -836 |
| 437.867 shs THORNBURG INTERNATIONAL VALUE FUND CLASS C | P | 2010-04-21 | 2012-01-09 | 10000 | 10545 | -545 | -545 |
| 150 shs VANGUARD INDEX FUNDS VANGUARD SMALL CAP VALUE | P | 2010-12-28 | 2012-01-09 | 9425 | 10147 | -722 | -722 |
| Capital Gains Dividends | P | 7914 | 7914 | 7914 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3464236 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 919668 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1322707 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.695292 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 824000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1016654 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.810502 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 636467 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 297920 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 2.136369 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1415493 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1408112 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 1.005242 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1184695 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2328615 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.508755 | DistributionRatioYear5 |
| Total Distribution Ratio | 5.156160 | TotalDistributionRatio |
| Average Distribution Ratio | 1.031232 | AverageDistributionRatio |
| Net Noncharitable Assets | 5149773 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 5310611 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 35925 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 5346536 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 279000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 71849 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 71849 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 71849 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 15758 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 60000 | TaxPaidWithExtension |
| Total Credits And Payments | 75758 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 3909 | Overpayment |
| Amount Credited To Next Year | 3909 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | RICHARD J MEELIA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5082618218 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | 0 | TrFailToQualifyAsExceptions |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | RICHARD J MEELIA | PersonName |
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 | Title |
| Avg Hours Per Wk Devoted To Position | 1.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3083631 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2144565 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5228196 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 5228196 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 78423 | CashDeemedCharitable |
| Net Noncharitable Assets | 5149773 | NetNoncharitableAssets |
| Minimum Investment Return | 257489 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 257489 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 71849 | TaxBasedOnInvestmentIncome |
| Total Tax | 71849 | TotalTax |
| Distributable Amount Before Adj | 185640 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 185640 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 185640 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 279000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 279000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 279000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 185640 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 1071691 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 1348601 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 621637 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 789633 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 854575 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 4686137 | TotalExcessDistriCarryover |
| Qualifying Distributions | 279000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 185640 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 93360 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 4779497 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 1071691 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 3707806 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1348601 | ExcessFromYear4 |
| Excess From Year3 | 621637 | ExcessFromYear3 |
| Excess From Year2 | 789633 | ExcessFromYear2 |
| Excess From Year1 | 854575 | ExcessFromYear1 |
| Excess From Current Year | 93360 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD J MEELIA | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Notre Dame Academy | |||||||
| 601 Lawrence Road | Lawrenceville | NJ | 08648 | None | 501(c)(3) | Contribution | $25,000 |
| Health Horizons International | |||||||
| 112 Packard Ave | Medford | MA | 02155 | None | 501(c)(3) | Contribution | $25,000 |
| Bottom Line Inc | |||||||
| 555 Amory Street ste 2 | Jamaica Plain | MA | 02130 | None | 501(c)(3) | Contribution | $50,000 |
| Saint Anselm College | |||||||
| 100 Saint Anselm Drive | Manchester | NH | 03102 | None | 501(c)(3) | Contribution | $50,000 |
| Massachusetts Hospital School Dinner Dance | |||||||
| 3 Randolph Street | Canton | MA | 02021 | None | 501(c)(3) | Contribution | $25,000 |
| Triangle | |||||||
| 420 Pearl Street | Malden | MA | 02148 | None | 501(c)(3) | Contribution | $25,000 |
| Tufts Medical Center Harbor Walk- Team Beyer | |||||||
| 800 Washington Street | Boston | MA | 02111 | None | 501(c)(3) | Contribution | $10,000 |
| 5th Annual Harbor View Beach Ball Foundraiser | |||||||
| 200 Clarendon Street 60th FL | Boston | MA | 02116 | None | 501(c)(3) | Contribution | $25,000 |
| American Diabetes Association | |||||||
| PO Box 7023 | Merrifield | VA | 221167023 | None | 501(c)(3) | Contribution | $12,000 |
| Commonwealth Shakespeare | |||||||
| 126 Lewis Wharf | Boston | MA | 02110 | None | 501(c)(3) | Contribution | $5,000 |
| The Womens Educational Center | |||||||
| 46 Pleasant Street | Cambridge | MA | 02139 | None | 501(c)(3) | Contribution | $20,000 |
| Food for Free | |||||||
| 11 Inman Street | Cambridge | MA | 02139 | None | 501(c)(3) | Contribution | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 279000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $129,320 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $3,464,236 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $3,593,556 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 3593556 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | RICHARD J MEELIA | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 5002016 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 86,600 shs of Coviden PLC | NoncashPropertyDescription |
| Fair Market Value | 5002016 | FairMarketValue |
| Date Received | 2012-12-13 | DateReceived |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 3114948 | EOYBookValue |
| EOYFMV | 3027193 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Value of stock contributed and sold in same year | Description |
| Amount | $4,984,651 | Amount |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Unrealized gain on contributed securities | $3,282,500 |
| Carryover basis on stock contributed to date (FMV to Bk) | $87,755 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
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 Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS#4786 Foreign Tax Paid | Category |
| Amount | $1,085 | Amount |
| Net Investment Income | 1085 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments