BETA

OCONNELL FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
OCONNELL FOUNDATION (EIN 10-0001951)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-10
IRS object ID
201543149349100509
Schema version
2014v5.0
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)
Return2015-11-10T08:23:44-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRUCE HENRIKSENPreparerPersonNm
PTINP00581728PTIN
Phone7818789111PhoneNum
Preparation2015-11-09PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$85,002FMVAssetsEOYAmt
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$2,475DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,475DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,350NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,640GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,350CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,825TotalRevAndExpnssAmt
Total Net Invst Incm$5,825TotalNetInvstIncmAmt
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$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$1,001OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,001OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,001TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,001TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$29,001TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,001TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$25,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$23,176ExcessRevenueOverExpensesAmt
Net Investment Income$1,824NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$34,685SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,817SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,817SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY$69,661CorporateBondsBOYAmt
Corporate Bonds EOY$70,353CorporateBondsEOYAmt
Corporate Bonds EOYFMV$74,185CorporateBondsEOYFMVAmt
Total Assets BOY$104,346TotalAssetsBOYAmt
Total Assets EOY$81,170TotalAssetsEOYAmt
Total Assets EOYFMV$85,002TotalAssetsEOYFMVAmt
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$104,346RetainedEarningBOYAmt
Retained Earning EOY$81,170RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$104,346TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$81,170TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$104,346TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$81,170TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$104,346TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$23,176ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$81,170SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$81,170TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
EV GLOBAL MACRO 11,731 SHP2012-12-202014-10-30$119$114$5$5
EV GLOBAL MACRO 213,265 SHP2014-10-30$2,171$2,146$25$25
COLUMBIA EMERG MKTS 7,354 SHP2014-10-30$83$82$1$1
HARTFORD EMRG MKT 6,472 SHP2014-10-30$59$59$0$0
COLUMBIA EMERG MKTS 120,240 SHP2014-10-30$1,366$1,433-$67-$67
HARTFORD EMRG MKT 146,721 SHP2014-10-30$1,326$1,456-$130-$130
CAPITAL GAINS DIVIDENDSP$3,516$3,516$3,516
FieldValueIRS element (for citing)
Capital Gain Net Income$3,350CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$30,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$124,023NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.241891DistributionYr1Rt
Adjusted Qlfy Distri Yr2$48,132AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$152,115NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.316418DistributionYr2Rt
Adjusted Qlfy Distri Yr3$83,113AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$223,000NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.372704DistributionYr3Rt
Adjusted Qlfy Distri Yr4$78,161AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$280,639NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.278511DistributionYr4Rt
Adjusted Qlfy Distri Yr5$59,876AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$312,931NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.191339DistributionYr5Rt
Total Distribution1.400863TotalDistributionRt
Average Distribution0.280173AverageDistributionRt
Net Vl Noncharitable Assets$96,645NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$27,077AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$18NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$27,095AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$36InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$36SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$36TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$36TaxDueAmt

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
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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$79,278AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$18,839AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$98,117TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$98,117AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,472CashDeemedCharitableAmt
Net Vl Noncharitable Assets$96,645NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,832MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,832MinimumInvestmentReturnAmt
Tax Based On Investment Income$36TaxBasedOnInvestmentIncomeAmt
Total Tax$36TotalTaxAmt
Distributable Before Adj$4,796DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,796DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,796DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$25,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,796DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$44,477ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$64,473ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$72,403ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$40,928ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$23,898ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$246,179TotalExcessDistributionCyovAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,796AppliedToCurrentYearAmt
Remaining Distri From Corpus$20,204RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$266,383TotalCorpusAmt
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$44,477ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$221,906ExcessDistriCyovToNextYrAmt
Excess From Year4$64,473ExcessFromYear4Amt
Excess From Year3$72,403ExcessFromYear3Amt
Excess From Year2$40,928ExcessFromYear2Amt
Excess From Year1$23,898ExcessFromYear1Amt
Excess From Current Year$20,204ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1BETH ISRAEL DEACONESS MED CTRBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1330 BROOKLINE AVENUEAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02215ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation Status501(C)(3)RecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL OPERATINGGENERAL OPERATINGGrantOrContributionPurposeTxt
Amt$25,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,000TotalGrantOrContriPdDurYrAmt
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$2,475ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,350ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$5,825ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,825TotalIncomeProducingActyAmt

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$3,000Amt
Net Investment Income$3,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
EOY Book Value$70,353EOYBookValueAmt
EOYFMV$74,185EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescTRUSTEE FEESDesc
Revenue And Expenses Per Books$1,001RevenueAndExpensesPerBooksAmt
Net Investment Income$1,001NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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