2020-08-06T12:00:10-05:00 2019-12-31 Gould & Ratner LLP 222 N LaSalle St Ste 300 Chicago IL 60601 990PF 2019-01-01 366843491 MJ O'BRIEN FAMILY FOUNDATION % PETER O'BRIEN MJOB 8473283354 2530 CRAWFORD AVE Suite 108 EVANSTON IL 60201 FRANCES M O'BRIEN TRUSTEE 8473283354 2020-05-13 true Gerard R Fellows P00104518 3122363003 38.115.163.2 36538920202195000000 2020-08-06 P 3BFBB18860EA105B53089FE456704E7E3D1EE5D9 3BFBB18860EA105B53089FE456704E7E3D1EE5D9 2019 2020-11-19 02:30:22Z X 689180 X 0 X 12231 12231 76220 170574 76220 88451 88451 0 2861 0 0 0 4893 4893 112 112 15 7881 5005 0 0 100500 100500 108381 5005 0 100500 -19930 83446 33706 38210 38210 114362 95558 472910 167618 161988 178060 315686 295756 689180 0 0 X 315686 295756 315686 295756 315686 295756 315686 -19930 295756 295756 2,755.899 SHS HARTFORD FLOATING RATE P 2019-09-04 2019-12-06 23177 23109 68 68 7 SHS ALPHABET INC CL A P 2007-02-12 2019-12-06 9374 1594 7780 7780 7 SHS ALPHABET INC CL C P 2007-02-12 2019-12-06 9387 1594 7793 7793 10 SHS AMAZON.COM INC P 2012-02-23 2019-04-03 18195 1784 16411 16411 5 SHS AMAZON.COM INC P 2012-02-23 2019-12-06 8742 892 7850 7850 25 SHS APPLE COMPUTER INC P 2007-02-12 2019-12-06 6729 303 6426 6426 459.465 SHS ARTISAN HIGH INCOME-ADV P 2017-11-14 2019-12-06 4438 4641 -203 -203 20 SHS COSTCO WHSL CORP NEW P 2005-10-05 2019-12-06 5912 865 5047 5047 4,576.659 SHS FRANKLIN FLT RTE DLY ACC-ADV P 2019-09-04 38078 42043 -3965 -3965 50 SHS ILLINOIS TOOL WORKS INC P 1999-04-06 2019-12-06 8722 1541 7181 7181 50 SHS ISHARES TIPS BOND ETF P 2011-08-09 2019-12-06 5821 5757 64 64 50 SHS JP MORGAN CHASE & CO P 2009-04-01 2019-12-06 6769 1381 5388 5388 50 SHS MCKESSON HBOC INC P 2009-04-01 2019-12-06 7118 1728 5390 5390 35 SHS SVB FINANCIAL GROUP P 2015-11-17 2019-12-06 8236 4509 3727 3727 100 SHS YUM BRANDS INC P 2008-08-29 2019-12-06 9874 2613 7261 7261 CAPITAL GAIN DIVIDENDS P 2 76220 false 76349 721581 0.105808 85001 711207 0.119517 70500 676581 0.1042 64000 751069 0.085212 55000 775387 0.070932 0.485669 0.097134 683028 66345 834 67179 100500 X 834 834 834 907 1000 1907 1073 1073 false false false false false false false true true IL true false false false false true PETER O'BRIEN 8473283354 2530 CRAWFORD SUITE 108 EVANSTON IL 60201 false false false false false false false false false false false false false false false false false false false false false FRANCES M O'BRIEN 2530 CRAWFORD AVE 108 EVANSTON IL 60201 TRUSTEE 1.0 0 0 0 N/A N/A 666223 27206 0 693429 0 693429 10401 683028 34151 34151 834 834 33317 33317 33317 100500 0 0 0 0 100500 834 99666 33317 0 2017 2016 2015 0 16589 26606 37323 50032 40772 171322 100500 0 33317 67183 238505 0 0 0 0 16589 221916 26606 37323 50032 40772 67183 FRANCES M O'BRIEN NONE X THE NIGHT MINISTRY 4711 N RAVENSWOOD CHICAGO IL 606404407 N/A PC PROVIDE SERVICES FOR CHICAGO'S HOMELESS YOUTH AND PRIMARY HEALTHCARE/OUTREACH SERVICES FOR CHICAGO'S UNDERSERVED AND AT-RISK POPULATIONS 5000 NORTHWESTERN UNIVERSITY 1201 DAVIS STREET EVANSTON IL 60208 N/A PC UNIVERSITY LIBRARIES ANNUAL FUND 5000 CONNECTIONS FOR THE HOMELESS 2121 DEWEY AVENUE EVANSTON IL 60201 N/A PC PROVIDE HOUSING, EMPLOYMENT, AND SUPPORT SERVICES TO THE HOMELESS 5000 EVANSTON COMMUNITY FOUNDATION 1560 SHERMAN AVE SUITE 535 EVANSTON IL 60201 N/A PC GENERAL WELFARE 5000 EVANSTON SCHOLARS 1234 SHERMAN AVE SUITE 214 EVANSTON IL 60202 N/A PC PROVIDE EDUCATIONAL ASSISTANCE 10000 COMMUNITY HEALTH 2611 W CHICAGO AVE CHICAGO IL 60622 N/A PC SUPPORT FREE HEALTHCARE FOR THE UNINSURED. 2000 UNITED WAY OF DOOR COUNTY PO BOX 223 STURGEON BAY WI 54235 N/A PC GENERAL SUPPORT 1000 INTERFAITH COMM FOR DETAINED IMMIGRANTS 10024 S CENTRAL PARK AVE CHICAGO IL 60655 N/A PC PROVIDE SUPPORT TO PEOPLE IN IMMIGRATION DETENTION. 1000 MCGAW YMCA 1000 GROVE STREET EVANSTON IL 60201 N/A PC FUND COMMUNITY PROGRAMS 2000 MISERICORDIA FAMILY ASSOCIATION 6300 NORTH RIDGE CHICAGO IL 60660 N/A PC GENERAL WELFARE 7000 CHERRY SCHOLARSHIP FUND PO BOX 0944 EVANSTON IL 60204 N/A PC EDUCATION 1000 GREATER CHICAGO FOOD DEPOSITORY 4100 W ANN LURIE PLACE CHICAGO IL 60632 N/A PC FOOD DISTRIBUTION TO THE POOR. 500 MISERICORDIA 6300 NORTH RIDGE CHICAGO IL 60660 N/A PC GENERAL WELFARE 50000 THE EVANSTON HISTORY CENTER 225 GREENWOOD STREET EVANSTON IL 60201 N/A PC RESTORATION OF NATIONAL HISTORIC LANDMARK 1000 MISERICORDIA SIBLINGS ASSOCIATION 6300 NORTH RIDGE CHICAGO IL 60660 N/A PC PROGRAM SUPPORT 5000 100500 false false false false false false false false false false TAX PREPARATION 2861 PEPSICO - 200 SHS 12994 27334 AMAZON.COM INC- 35 SHS 6244 64674 COSTCO WHOLESALE CORP - 130 SH 6477 38210 ILLINOIS TOOL WORKS - 150 SHS 4622 26945 EXXON MOBIL CORP. - 200 SHS 7189 13956 GILEAD SCIENCES INC - 400 SHS 7978 25992 ALPHABET INC CL A - 43 SHS 9795 57594 ALPHABET INC CL C - 43 SHS 9793 57492 APPLE INC - 225 SHS 2730 66071 YUM BRANDS INC - 0 0 JP MORGAN CHASE - 350 SHS 9669 48790 MCKESSON CORP - 150 SHS 5184 20748 SVB FINANCIAL GROUP - 100 SHS 12883 25104 FRANKLIN FLOAT RATE DLY 42043 0 0 ARTISAN HIGH INCOME FUND 20002 15361 15249 ANGEL OAK MULTI-STRAT INC FD 10000 10000 9884 BLACKROCK STRATEGIC INCOME OP 0 15030 15121 BLACKROCK TOTAL RETURN FUND 0 14987 15013 ISHARES BARCLAY TIPS BOND FUND 17270 11513 11657 HARTFORD FLOATING RATE FUND 0 14969 15143 VANGUARD INDEX FUND MID CAP 19798 19798 26727 ACADIAN EMERGING MARKETS PORT 9836 9836 10793 JOHCM INTERNATIONALSELECT FUND 38247 38247 46165 POWERSHARES PREFERRED 10028 11947 12008 DIVIDEND/INT RECEIVABLE 394 300 300 IL ANNUAL REPORT FEE 15 CLASS ACTION SETTLEMENT ADVISORY FEES 4893 4893 FOREIGN TAX 112 112