MEELIA FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: MEELIA FAMILY FOUNDATION (EIN 20-7198269)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-08-15
IRS object ID: 201232289349100343
Schema version: 2011v1.2
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 Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-08-15T12:03:59-05:00	Timestamp
Tax Period End Date	2011-12-31	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	2011-01-01	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	2012-07-24	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	2011	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	4688216	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	4005820	ContriReceivedRevAndExpnss
Dividends Rev And Expnss	23990	DividendsRevAndExpnss
Dividends Net Invst Incm	23884	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	28735	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	734858	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	28735	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	26	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	26	OtherIncomeNetInvstIncm
Total Revenue And Expenses	4058571	TotalRevenueAndExpenses
Total Net Investment Income	52645	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	30403	TaxesRevAndExpnss
Taxes Net Invst Incm	544	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	29859	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	500	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	0	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	500	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	30903	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	544	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	30359	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	889309	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	889309	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	920212	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	544	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	919668	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	3138359	ExcessOfRevenueOverExpenses
Net Investment Income	52101	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	185573	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	61043	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	61043	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	1490812	InvestmentsCorpStockBOY
Investments Corp Stock EOY	3421270	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	4627173	InvestmentsCorpStockEOYFMV
Total Assets BOY	1676385	TotalAssetsBOY
Total Assets EOY	3482313	TotalAssetsEOY
Total Assets EOYFMV	4688216	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	1676385	RetainedEarningsBOY
Retained Earnings EOY	3482313	RetainedEarningsEOY
Total Net Assets BOY	1676385	TotalNetAssetsBOY
Total Net Assets EOY	3482313	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	1676385	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	3482313	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	1676385	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	3138359	ExcessOfRevenueOverExpenses
Other Increases	8426	OtherIncreases
Subtotal	4823170	Subtotal
Other Decreases	1340857	OtherDecreases
Total Net Assets Fund Balances EOY	3482313	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (52 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
702.206 shs American Funds Euro Pacific Growth Fund CL A	P	2010-04-21	2011-02-17	29835	27352	2483	2483
465.238 shs American Funds Euro Pacific Growth Fund CL A	P	2010-04-21	2011-04-12	20000	18122	1878	1878
693.481 shs American Funds Growth Fund of America Class A	P	2010-03-17	2011-02-17	22368	20005	2363	2363
236.626 shs American Funds Growth Fund of America Class A	P	2010-04-20	2011-02-17	7632	6905	727	727
316.422 shs American Funds Growth Fund of America Class A	P	2010-04-20	2011-03-24	9939	9234	705	705
33.274 shs American Funds Growth Fund of America Class A	P	2010-12-22	2011-05-31	1077	1010	67	67
75.063 shs First Eagle US Value Fund Class A	P	2010-12-17	2011-08-17	1229	1220	9	9
2,349.624 shs Miller Convertible Fund Class C	P	2010-12-28	2011-12-01	25000	26386	-1386	-1386
280.259 shs Oppenheimer Developing Markets Fund Class C	P	2010-12-28	2011-04-11	9943	9597	346	346
788.063 shs Oppenheimer Developing Markets Fund Class C	P	2010-12-28	2011-09-01	24750	26985	-2235	-2235
2,786.003 shs PIMCO Total Return Fund Class A	P	2010-04-21	2011-02-14	30000	31957	-1957	-1957
5,932.393 shs PIMCO Total Return Fund Class A	P	2010-04-21	2011-04-01	64599	68048	-3449	-3449
4.164 shs PIMCO Total Return Fund Class A	P	2010-04-30	2011-04-01	45	46	-1	-1
17.233 shs PIMCO Total Return Fund Class A	P	2010-05-28	2011-04-01	188	191	-3	-3
19.253 shs PIMCO Total Return Fund Class A	P	2010-06-30	2011-04-01	210	217	-7	-7
20.362 shs PIMCO Total Return Fund Class A	P	2010-07-30	2011-04-01	222	232	-10	-10
18.6410 shs PIMCO Total Return Fund Class A	P	2010-08-31	2011-04-01	204	215	-11	-11
19.156 shs PIMCO Total Return Fund Class A	P	2010-09-30	2011-04-01	209	222	-13	-13
21.141 shs PIMCO Total Return Fund Class A	P	2010-10-29	2011-04-01	230	247	-17	-17
22.346 shs PIMCO Total Return Fund Class A	P	2010-11-30	2011-04-01	243	257	-14	-14
138.818 shs PIMCO Total Return Fund Class A	P	2010-12-08	2011-04-01	1512	1499	13	13
303.594 shs PIMCO Total Return Fund Class A	P	2010-12-08	2011-04-01	3306	3279	27	27
26.194 shs PIMCO Total Return Fund Class A	P	2010-12-31	2011-04-01	285	284	1	1
21.489 shs PIMCO Total Return Fund Class A	P	2011-01-31	2011-04-01	234	233	1	1
19.656 shs PIMCO Total Return Fund Class A	P	2011-02-28	2011-04-01	214	214	0	0
16.275 shs PIMCO Total Return Fund Class A	P	2011-03-31	2011-04-01	177	177	0	0
460.332 shs Van Eck Global Hard Assets	P	2010-04-22	2011-04-12	25000	21204	3796	3796
200 shs Vanguard Index Funds	P	2010-12-28	2011-04-11	13918	13529	389	389
228.639 shs American Funds Euro Pacific Growth Fund CL A	P	2010-04-21	2011-05-06	10000	8906	1094	1094
229.11 shs American Funds Euro Pacific Growth Fund CL A	P	2010-04-21	2011-05-09	10000	8924	1076	1076
310.144 shs American Funds Growth Fund of America Class A	P	2010-04-20	2011-05-06	10000	9050	950	950
2,563.813 shs American Funds Growth Fund of America Class A	P	2010-04-20	2011-05-31	82985	74816	8169	8169
2,470.875 shs American Funds Short Term Bond Class A	P	2010-04-21	2011-08-17	25000	24834	166	166
2,483.143 shs American Funds Short Term Bond Class A	P	2010-04-21	2011-12-01	25000	24957	43	43
745.548 shs Columbia Dividend Income Fund C	P	2010-03-17	2011-04-11	10000	8986	1014	1014
738.94 shs Columbia Dividend Income Fund C	P	2010-03-17	2011-05-09	10000	8907	1093	1093
175.263 shs Columbia Dividend Income Fund C	P	2010-03-17	2011-12-01	2279	2112	167	167
6.343 shs Columbia Dividend Income Fund C	P	2010-03-25	2011-12-01	82	76	6	6
971.757 shs Columbia Dividend Income Fund C	P	2010-04-21	2011-12-01	12638	12012	626	626
2,753.882 shs Eaton Vance Floating Rate Fund Class A	P	2010-05-17	2011-12-01	25000	25558	-558	-558
3,663.004 shs First Eagle US Value Fund Class A	P	2010-04-21	2011-08-17	59995	60005	-10	-10
2,168.009 shs Franklin/Templeton Global Bond Fund Class A	P	2010-04-20	2011-09-01	30000	30115	-115	-115
1,952.01 shs Franklin/Templeton Global Bond Fund Class A	P	2010-04-20	2011-12-01	25000	27115	-2115	-2115
734.80 shs Nuveen Tradewinds Value Opportunities Fund Class A	P	2010-04-22	2011-08-17	25000	24765	235	235
368.111 shs Thornburg International Value Fund Class C	P	2010-03-17	2011-03-24	10000	8771	1229	1229
357.458 shs Thornburg International Value Fund Class C	P	2010-03-17	2011-04-11	10000	8517	1483	1483
114.062 shs Thornburg International Value Fund Class C	P	2010-03-17	2011-05-06	3225	2718	507	507
239.605 shs Thornburg International Value Fund Class C	P	2010-04-21	2011-05-06	6775	5770	1005	1005
354.922 shs Thornburg International Value Fund Class C	P	2010-04-21	2011-05-09	10000	8548	1452	1452
182.511 shs Van Eck Global Hard Assets Fund Class A	P	2010-04-22	2011-05-31	10000	8407	1593	1593
507.721 shs Van Eck Global Hard Assets Fund Class A	P	2010-04-22	2011-08-17	25000	23387	1613	1613
Capital Gains Dividends	P			4310		4310	4310

Field	Value	IRS element (for citing)
Capital Gain Net Income	28735	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	824000	QualifyingDistributionsYear1
Noncharitable Assets Year1	1016654	NoncharitableAssetsYear1
Distribution Ratio Year1	0.810502	DistributionRatioYear1
Qualifying Distributions Year2	636467	QualifyingDistributionsYear2
Noncharitable Assets Year2	297920	NoncharitableAssetsYear2
Distribution Ratio Year2	2.136369	DistributionRatioYear2
Qualifying Distributions Year3	1415493	QualifyingDistributionsYear3
Noncharitable Assets Year3	1408112	NoncharitableAssetsYear3
Distribution Ratio Year3	1.005242	DistributionRatioYear3
Qualifying Distributions Year4	1184695	QualifyingDistributionsYear4
Noncharitable Assets Year4	2328615	NoncharitableAssetsYear4
Distribution Ratio Year4	0.508755	DistributionRatioYear4
Qualifying Distributions Year5	0	QualifyingDistributionsYear5
Noncharitable Assets Year5	123667	NoncharitableAssetsYear5
Distribution Ratio Year5	0.0	DistributionRatioYear5
Total Distribution Ratio	4.460868	TotalDistributionRatio
Average Distribution Ratio	0.892174	AverageDistributionRatio
Net Noncharitable Assets	1322707	NetNoncharitableAssets
Adjusted Noncharitable Assets	1180085	AdjustedNoncharitableAssets
One Percent Net Investment Income	521	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	1180606	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	919668	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	1042	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	1042	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	1042	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	16800	EstTaxPaymentsAndOverpayment
Total Credits And Payments	16800	TotalCreditsAndPayments
Form2220 Attached	X	Form2220Attached
Overpayment	15758	Overpayment
Amount Credited To Next Year	15758	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 (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
RICHARD J MEELIA
26 Patriot Place Suite 104	Foxboro	MA	020353304	TRUSTEE	1.00	0	0	0
MARY J MEELIA
35-R Burroughs Street	Jamaica Plain	MA	02130	TRUSTEE	1.00	0	0	0

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	1274116	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	68734	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	1342850	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	1342850	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	20143	CashDeemedCharitable
Net Noncharitable Assets	1322707	NetNoncharitableAssets
Minimum Investment Return	66135	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	66135	MinimumInvestmentReturn
Tax Based On Investment Income	1042	TaxBasedOnInvestmentIncome
Total Tax	1042	TotalTax
Distributable Amount Before Adj	65093	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	65093	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	65093	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	919668	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	919668	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	919668	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	65093	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year4	1071691	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	1348601	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	621637	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	789633	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	3831562	TotalExcessDistriCarryover
Qualifying Distributions	919668	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	65093	AppliedToCurrentYear
Remaining Distri From Corpus	854575	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	4686137	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	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	4686137	ExcessDistriCyovToNextYear
Excess From Year4	1071691	ExcessFromYear4
Excess From Year3	1348601	ExcessFromYear3
Excess From Year2	621637	ExcessFromYear2
Excess From Year1	789633	ExcessFromYear1
Excess From Current Year	854575	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	RICHARD J MEELIA	ContributingManager
Contributing Manager	MARY J MEELIA	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (45 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
Paulist Center
5 Park Street	Boston	MA	02108	None	501(c)(3)	Contribution	$100,000
Walpole Computer Foundation
45 Irving Drive	Walpole	MA	020812425	None	501(c)(3)	Contribution	$1,000
The John D Langley Foundation
6 Metacomet Street	Walpole	MA	02081	None	501(c)(3)	Contribution	$5,000
St Francis House
39 Boylston Street	Boston	MA	02116	None	501(c)(3)	Contribution	$5,000
The Alexandra Smith Foundation
PO Box 383	Walpole	MA	02081	None	501(c)(3)	Contribution	$2,500
Incarnation Parish
429 Upham Street	Melrose	MA	02176	None	501(c)(3)	Contribution	$35,000
Bottom Line Inc
555 Amory Street Ste2	Jamaica Plain	MA	02130	None	501(c)(3)	Contribution	$50,000
Multiple Myeloma Research
383 Main Avenue 5th FL	Norwalk	CT	06851	None	501(c)(3)	Contribution	$10,000
Employ and Ability
100-L Messina Drive	Braintree	MA	02184	None	501(c)(3)	Contribution	$50,000
St Mary's School
176 Washington Street	East Walpole	MA	02032	None	501(c)(3)	Contribution	$10,000
Friends of Julia Deterva Benefit Fund
PO Box 10	Hanover	MA	02339	None	501(c)(3)	Contribution	$1,000
Cathedral High School Inc - Adopt A Teacher Foundation
74 Union Park Street	Boston	MA	02118	None	501(c)(3)	Contribution	$20,000
American Diabetes Association - 2011 Father of the Year Awards
PO Box 7023	Merrifield	VA	221167023	None	501(c)(3)	Contribution	$6,500
Massachusetts Hospital School Dinner Dance
3 Randolph Street	Canton	MA	02021	None	501(c)(3)	Contribution	$25,000
Notre Dame High School
601 Lawrence Road	Lawrenceville	NJ	08648	None	501(c)(3)	Contribution	$10,000
Melrose HS Permanent Scholarship
360 Lynn Fells Parkway	Melrose	MA	02176	None	501(c)(3)	Contribution	$10,000
Team Walk for Cancer Care
295 Varnum Avenue	Lowell	MA	01854	None	501(c)(3)	Contribution	$1,000
St Francis House
39 Boylston Street	Boston	MA	02116	None	501(c)(3)	Contribution	$100,000
Tufts Medical Center
800 Washington Street	Boston	MA	02111	None	501(c)(3)	Contribution	$1,000
Pine Street Inn - Annual Fund Drive
444 Harrison Avenue	Boston	MA	02118	None	501(c)(3)	Contribution	$5,000
Swim Across America
30 Bullard Street	Walpole	MA	02081	None	501(c)(3)	Contribution	$5,000
Walk for Hunger Project Bread
145 Border Street	East Boston	MA	021281903	None	501(c)(3)	Contribution	$5,000
The John D Langley Foundation
6 Metacomet Street	Walpole	MA	02081	None	501(c)(3)	Contribution	$2,500
St Francis House
39 Boylston Street	Boston	MA	02116	None	501(c)(3)	Contribution	$5,000
Health Horizons International
112 Packard Ave	Medford	MA	02155	None	501(c)(3)	Contribution	$25,000
Camp Harbor View Foundation Inc
200 Clarendon Street 60th FL	Boston	MA	02116	None	501(c)(3)	Contribution	$25,000
St Anselm College
100 Saint Anselm Drive	Manchester	NH	03102	None	501(c)(3)	Contribution	$5,069
Pan Massachusetts Challenge
77 4th Avenue	Needham	MA	02494	None	501(c)(3)	Contribution	$2,000
Zumix
260 Summer Street	East Boston	MA	02128	None	501(c)(3)	Contribution	$5,000
St Anselm College
100 Saint Anselm Drive	Manchester	NH	03102	None	501(c)(3)	Contribution	$25,000
Boy Scouts Narragansett - 15th Distinguished Citizens Luncheon
79 Swansea Mall Drive	Swansea	MA	02777	None	501(c)(3)	Contribution	$1,000
Hale Reservation Summer Camp
80 Carby Street	Westwood	MA	02090	None	501(c)(3)	Contribution	$1,240
Pan Massachusetts Challenge
77 4th Avenue	Needham	MA	02494	None	501(c)(3)	Contribution	$1,000
Por Cristo Inc
736 Cambridge St HOQ3P	Boston	MA	02135	None	501(c)(3)	Contribution	$200,000
Oxfam America
226 Causeway Street 5th Floor	Boston	MA	021142206	None	501(c)(3)	Contribution	$25,000
Harbor to The Bay Ride 2011
PO Box 990243	Boston	MA	02199	None	501(c)(3)	Contribution	$1,000
Les Turner Amyotrophic Lateral Sclerosis Foundation
5550 W Touhy Avenue Suite 302	Skokie	IL	60077	None	501(c)(3)	Contribution	$5,000
ACCESO
29 White Street	Cambridge	MA	02140	None	501(c)(3)	Contribution	$2,500
National Multiple Sclerosis Society
733 Third Ave 3rd FL	New York	NY	10017	None	501(c)(3)	Contribution	$5,000
Chernobyl Children's Project
490 Main Street	Northport	NY	11768	None	501(c)(3)	Contribution	$5,000
Bottom Line Inc
555 Amory Street Ste2	Jamaica Plain	MA	02130	None	501(c)(3)	Contribution	$5,000
The Home for Little Wanderers
271 Huntington Avenue	Boston	MA	02115	None	501(c)(3)	Contribution	$10,000
Austin Preparatory School
101 Willow Street	Reading	MA	01867	None	501(c)(3)	Contribution	$25,000
St Boniface Haiti Foundation
400 North Main Street	Randolph	MA	02368	None	501(c)(3)	Contribution	$25,000
Tufts Medical Center Ellen M Zane Fund
800 Washington Street	Boston	MA	02111	None	501(c)(3)	Contribution	$25,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	889309	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	$23,990	ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$26	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$28,735	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$52,751	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	52751	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 MARY 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	4005820	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	87,387 shs of Coviden PLC	NoncashPropertyDescription
Fair Market Value	4005820	FairMarketValue
Date Received	2011-12-27	DateReceived

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
EOY Book Value	3421270	EOYBookValue
EOYFMV	4627173	EOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Field	Value	IRS element (for citing)
Description	Unrealized gain on contributed securities	Description
Amount	$1,340,857	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	Filing Fee	Description
Revenue And Expenses Per Books	500	RevenueAndExpensesPerBooks
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	500	DisbursementsCharitablePrps

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	Other Income	Description
Revenue And Expenses Per Books	26	RevenueAndExpensesPerBooks
Net Investment Income	26	NetInvestmentIncome
Adjusted Net Income	26	AdjustedNetIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	Adjustment for prior year unsettled trades	Description
Amount	$8,426	Amount

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode
RICHARD J MEELIA
26 Patriot Place Suite 104	Foxboro	MA	020353304
MARY J MEELIA
35-R Burroughs Street	Jamaica Plain	MA	02130

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
UBS#4786 Foreign Tax Paid	$544	544	0
Taxes	$29,859	0	29859

MEELIA FAMILY FOUNDATION: Form 990PF, tax year 2011

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (52 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (45 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Other Investment Income Part VII OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Address US ContributorAddressUS

Noncash Property NoncashProperty

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor (2 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

Comments