OCONNELL FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- OCONNELL FOUNDATION (EIN 10-0001951)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201443179349100044
- Schema version
- 2013v3.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T11:42:55-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042971374 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LMHS PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 WASHINGTON ST BLDG S | AddressLine1 |
| City | NORWELL | City |
| State | MA | State |
| ZIP Code | 02061 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 100001951 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNELL FOUNDATION ALLIANCE | BusinessNameLine1 |
| Business Name Line2 | C/O MARINA BAY MGMT SVCS LLC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OCON | BusinessNameControlTxt |
| Phone | 6178476304 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 VICTORY ROAD | AddressLine1 |
| City | N QUINCY | City |
| State | MA | State |
| ZIP Code | 02171 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS O'CONNELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6178476304 | PhoneNum |
| Signature | 2014-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRYAN J MORRISSEY | PreparerPersonNm |
| PTIN | P00595381 | PTIN |
| Phone | 7818789111 | PhoneNum |
| Preparation | 2014-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $113,013 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,985 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,983 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,672 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $71,699 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,672 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,657 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,655 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $585 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $215 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $215 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,300 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,716 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,300 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,716 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,643 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,939 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,322 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,685 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,685 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $123,667 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $69,661 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $78,328 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $129,989 | TotalAssetsBOYAmt |
| Total Assets EOY | $104,346 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $113,013 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $129,989 | RetainedEarningBOYAmt |
| Retained Earning EOY | $104,346 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $129,989 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $104,346 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $129,989 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $104,346 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $129,989 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,643 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $104,346 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $104,346 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BLACKROCK GLOBAL | P | 2009-05-01 | 2013-08-01 | $69 | $48 | $21 | $21 |
| EV GLOBAL MACRO | P | 2011-03-07 | 2013-08-01 | $15 | $16 | -$1 | -$1 |
| IVY ASSET STRATEGY | P | 2009-05-01 | 2013-08-01 | $75 | $49 | $26 | $26 |
| NATIXIS ASG GLOBAL | P | 2011-03-07 | 2013-08-01 | $16 | $16 | $0 | $0 |
| PERMANENT PORTFOLIO | P | 2009-05-01 | 2013-08-01 | $71 | $50 | $21 | $21 |
| PIMCO ALL ASSET | P | 2009-05-01 | 2013-08-01 | $65 | $60 | $5 | $5 |
| TA MULTI-MGT | P | 2011-03-07 | 2013-08-01 | $16 | $16 | $0 | $0 |
| BLACKROCK HI YIELD | P | 2012-07-11 | 2013-05-31 | $23 | $21 | $2 | $2 |
| COLUMBIA EMERG MKTS | P | 2012-07-11 | 2013-05-31 | $1,287 | $1,247 | $40 | $40 |
| HARTFORD EMERG MKT | P | 2012-12-31 | 2013-10-02 | $2,881 | $3,099 | -$218 | -$218 |
| LOOMIS SAYLES | P | 2012-12-31 | 2013-10-02 | $3,911 | $3,765 | $146 | $146 |
| MFS BOND | P | 2012-12-31 | 2013-10-02 | $4,432 | $4,432 | $0 | $0 |
| NATIXI LOOMIS SAY | P | 2012-07-11 | 2013-05-31 | $5,899 | $5,736 | $163 | $163 |
| PIMCO TOTAL RETURN | P | 2012-07-11 | 2013-05-31 | $5,516 | $5,580 | -$64 | -$64 |
| ALLIANCE HIGH INCOME | P | 2012-01-10 | 2013-10-02 | $4,479 | $4,080 | $399 | $399 |
| BLACKROCK HI YIELD | P | 2012-07-11 | 2013-10-02 | $3,857 | $3,590 | $267 | $267 |
| COLUMBIA EMERG MKTS BOND | P | 2012-07-11 | 2013-10-02 | $1,599 | $1,669 | -$70 | -$70 |
| DOUBLE TOTAL RETURN | P | 2012-07-11 | 2013-10-02 | $12,166 | $12,186 | -$20 | -$20 |
| IVY HIGH INCOME | P | 2012-01-10 | 2013-10-02 | $3,944 | $3,645 | $299 | $299 |
| LEGG MASON | P | 2012-01-12 | 2013-10-02 | $5,921 | $5,731 | $190 | $190 |
| MFS BOND | P | 2012-08-28 | 2013-10-02 | $4,598 | $4,704 | -$106 | -$106 |
| NATIXI LOOMIS SAY | P | 2012-07-11 | 2013-10-02 | $1,710 | $1,733 | -$23 | -$23 |
| PIMCO TOTAL RETURN | P | 2012-07-11 | 2013-10-02 | $1,273 | $1,338 | -$65 | -$65 |
| HARTFORD FLOATING RATE | P | 2013-04-16 | 2013-10-02 | $6,182 | $6,216 | -$34 | -$34 |
| CAPITAL GAINS DIVIDENDS | P | $1,694 | $1,694 | $1,694 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,672 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $48,132 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $152,115 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.316418 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $83,113 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $223,000 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.372704 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $78,161 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $280,639 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.278511 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $59,876 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $312,931 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.191339 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $71,964 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $423,226 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.170037 | DistributionYr5Rt |
| Total Distribution | 1.329009 | TotalDistributionRt |
| Average Distribution | 0.265802 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $124,023 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $32,966 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $49 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $33,015 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $30,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $99 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $99 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $99 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $99 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MORGAN STANLEY CO INCORPORATED | IndividualWithBooksNm |
| Phone | 8663246088 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NEW YORK PLAZA 12TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 | ||||||||
| 737 MAIN STREET | HINGHAM | MA | 02043 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PETER O'CONNELL | ||||||||
| 1900 NORTH OCEAN BOULEVARD | FT LAUDERDALE | FL | 33305 | MANAGER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | NONE | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $110,891 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,021 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $125,912 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $125,912 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,889 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $124,023 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,201 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,201 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $99 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $99 | TotalTaxAmt |
| Distributable Before Adj | $6,102 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,102 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,102 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $30,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $30,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,102 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $50,875 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $44,477 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $64,473 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $72,403 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $40,928 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $273,156 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,102 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,898 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $297,054 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $50,875 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $246,179 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $44,477 | ExcessFromYear4Amt |
| Excess From Year3 | $64,473 | ExcessFromYear3Amt |
| Excess From Year2 | $72,403 | ExcessFromYear2Amt |
| Excess From Year1 | $40,928 | ExcessFromYear1Amt |
| Excess From Current Year | $23,898 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER O'CONNELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BETH ISRAEL DEACONESS MED CTR | |||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | 501(C)(3) | GENERAL OPERATINGGENERAL OPERATING | $25,000 |
| ST JOHN'S CHURCH | |||||||
| 21 GAY STREET | QUINCY | MA | 02169 | NONE | 501(C)(3) | GENERAL OPERATING | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,985 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,672 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,657 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,657 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $69,661 | EOYBookValueAmt |
| EOYFMV | $78,328 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRUSTEE FEES | Desc |
| Revenue And Expenses Per Books | $215 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $215 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1 | $1 | $0 |
| OTHER TAXES | $584 | $0 | $0 |
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