BETA

OCONNELL FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
OCONNELL FOUNDATION (EIN 10-0001951)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-08-28
IRS object ID
201712409349100606
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-08-28T11:06:03-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042971374PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LMHS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line180 WASHINGTON ST BLDG SAddressLine1Txt
CityNORWELLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02061ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN100001951EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1O'CONNELL FOUNDATION ALLIANCEBusinessNameLine1Txt
Business Name Line2C/O MARINA BAY MGMT SVCS LLCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlOCONBusinessNameControlTxt
Phone6178476304PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 VICTORY ROADAddressLine1Txt
CityN QUINCYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02171ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS O'CONNELLPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6178476304PhoneNum
Signature2017-08-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRUCE HENRIKSENPreparerPersonNm
PTINP00581728PTIN
Phone7818789111PhoneNum
Preparation2017-08-18PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.184.197.122IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-08-18IPDt
IP Tm11:26:58IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id21B31901A3638D12B849D957301B6A24604A5B4DAtSubmissionCreationDeviceId
At Submission Filing Device Id21B31901A3638D12B849D957301B6A24604A5B4DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$85,402FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,638DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,638DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$220NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$220GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$220CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,858TotalRevAndExpnssAmt
Total Net Invst Incm$1,858TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,650AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,650AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$127TaxesRevAndExpnssAmt
Taxes Net Invst Incm$110TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$531OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$531OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,308TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,291TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$45,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$45,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$47,308TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,291TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$45,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$45,450ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$58,263SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,048SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,048SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY$74,558CorporateBondsBOYAmt
Corporate Bonds EOY$76,323CorporateBondsEOYAmt
Corporate Bonds EOYFMV$74,354CorporateBondsEOYFMVAmt
Total Assets BOY$132,821TotalAssetsBOYAmt
Total Assets EOY$87,371TotalAssetsEOYAmt
Total Assets EOYFMV$85,402TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$132,821RetainedEarningBOYAmt
Retained Earning EOY$87,371RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$132,821TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$87,371TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$132,821TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$87,371TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$132,821TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$45,450ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$87,371SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$87,371TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$220GrossSalesPriceAmt
Gain Or Loss$220GainOrLossAmt
Gains Minus Excess Or Losses$220GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$220CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$49,983AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$102,736NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.486519DistributionYr1Rt
Adjusted Qlfy Distri Yr2$25,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$96,645NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.258679DistributionYr2Rt
Adjusted Qlfy Distri Yr3$30,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$124,023NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.241891DistributionYr3Rt
Adjusted Qlfy Distri Yr4$48,132AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$152,115NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.316418DistributionYr4Rt
Adjusted Qlfy Distri Yr5$83,113AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$223,000NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.372704DistributionYr5Rt
Total Distribution1.676211TotalDistributionRt
Average Distribution0.335242AverageDistributionRt
Net Vl Noncharitable Assets$109,963NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$36,864AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$36,864AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$45,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMORGAN STANLEY CO INCORPORATEDIndividualWithBooksNm
Phone8663246088PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE NEW YORK PLAZA 12TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MORGAN STANLEY CO INCORPORATED
ONE NEW YORK PLAZA 12TH FLOORNEW YORKNY10004TRUSTEE2.00$0$0$0
ROBERT P O'CONNELL
2001 MARINA DRIVE 209N QUINCYMA02171TRUSTEE1.00$0$0$0
TOM O'CONNELL
737 MAIN STREETHINGHAMMA02043TRUSTEE1.00$0$0$0
PETER O'CONNELL
1900 NORTH OCEAN BOULEVARDFT LAUDERDALEFL33305MANAGER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Description2NONEDescription2Txt
Expenses2$0Expenses2Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$73,133AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$38,505AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$111,638TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$111,638AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,675CashDeemedCharitableAmt
Net Vl Noncharitable Assets$109,963NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,498MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,498MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$5,498DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$5,498DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$5,498DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$45,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$45,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$45,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,498DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$72,403ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$40,928ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$23,898ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$20,204ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$44,880ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$202,313TotalExcessDistributionCyovAmt
Qualifying Distributions$45,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,498AppliedToCurrentYearAmt
Remaining Distri From Corpus$39,502RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$241,815TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$72,403ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$169,412ExcessDistriCyovToNextYrAmt
Excess From Year4$40,928ExcessFromYear4Amt
Excess From Year3$23,898ExcessFromYear3Amt
Excess From Year2$20,204ExcessFromYear2Amt
Excess From Year1$44,880ExcessFromYear1Amt
Excess From Current Year$39,502ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPETER O'CONNELLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MASS PROSTATE CANCER COALITION
200 LINCOLN STREET SUITE 201BOSTONMA02111NONEGENERAL OPERATINGGENERAL OPERATING$15,000
EASTERN NAZARENE COLLEGE
23 EAST ELM AVEQUINCYMA02170NONEGENERAL OPERATING$25,000
THE TRUSTEES OF RESERVATIONS
200 HIGH STREETBOSTONMA02110NONEGENERAL OPERATING$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$45,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,638ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$220ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,858ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,858TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$1,650Amt
Net Investment Income$1,650NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
EOY Book Value$76,323EOYBookValueAmt
EOYFMV$74,354EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescTRUSTEE FEESDesc
Revenue And Expenses Per Books$531RevenueAndExpensesPerBooksAmt
Net Investment Income$531NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$2$2$0
OTHER TAXES$125$108$0

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