2020-11-04T10:20:48-06:00 2019-12-31 043023027 VERDOLINO & LOWEY PC 124 WASHINGTON ST SUITE 101 FOXBOROUGH MA 02035 990PF 2019-01-01 100001951 O'CONNELL FOUNDATION ALLIANCE OCON 6178476304 500 VICTORY RD MARINA BAY MGT SERV N QUINCY MA 02171 PETER O'CONNELL TRUSTEE 6178476304 2020-10-30 1 HEATHER MEDEIROS CPA P00458639 5085431720 100.0.207.212 2020-10-30 09:15:40 ED P 614B9C1F749A99C58F66A0EE61F531A43AD44F88 B0E79705D5A1FF3684EE37AA777ED4B4277E2289 2019 2021-04-22 16:20:28Z X 36914 X X 1229 1229 4 4 4 1233 1233 0 0 0 3000 1500 0 667 642 0 3667 2142 0 0 0 3667 2142 0 -2434 0 7088 3546 3546 33340 34599 33368 96 0 0 40524 38145 36914 0 0 X 0 0 0 0 40524 38145 40524 38145 40524 38145 40524 -2434 55 38145 0 38145 CAPITAL GAINS DIVIDENDS P 4 4 4 4 0 49951 60385 0.827209 3000 86081 0.034851 45000 109963 0.409229 49983 102736 0.486519 25000 96645 0.258679 2.016487 0.403297 38488 15522 0 15522 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A VERDOLINO LOWEY PC 5085431720 124 WASHINGTON ST SUITE 101 FOXBOROUGH MA 02035 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MORGAN STANLEY CO INCORPORATED ONE NEW YORK PLAZA 12TH FLOOR NEW YORK NY 10004 TRUSTEE 2.00 0 0 0 ROBERT P O'CONNELL 2001 MARINA DRIVE 209 N QUINCY MA 02171 TRUSTEE 1.00 0 0 0 TOM O'CONNELL 50 LIBERTY DRIVE APT NO 12K BOSTON MA 02210 TRUSTEE 1.00 0 0 0 PETER O'CONNELL 1900 NORTH OCEAN BOULEVARD FT LAUDERDALE FL 33305 MANAGER 1.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 32187 6887 0 39074 0 0 39074 586 38488 1924 1924 0 1924 0 1924 0 1924 0 0 0 0 0 1924 0 0 20204 44880 39502 47030 151616 0 0 0 0 0 0 1924 1924 149692 0 0 0 0 0 0 18280 131412 44880 39502 47030 PETER O'CONNELL X 0 0 14 1229 18 4 0 1233 0 1233 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3000 1500 0 MUTUAL FUNDS HELD IN MORGAN STANLEY ACCOUNTS AT COST 34599 33368 DIVIDENDS RECEIVABLE 96 MORGAN STANLEY FEE 640 640 0 RETURNED CHECK FEE 25 0 0 FOREIGN TAXES PAID 2 2 0 NON TAXABLE DIVIDEND DISTRIBUTIONS 55