OCONNELL FAM FOUNDATION TR: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- OCONNELL FAM FOUNDATION TR (EIN 47-6265357)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201301359349102170
- Schema version
- 2012v2.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T14:37:51-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HMWC CPAs And Business Advisors | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17501 East 17th Street Suite 100 | AddressLine1 |
| City | Tustin | City |
| State | CA | State |
| ZIP Code | 927807924 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 476265357 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OCONNELL FAMILY FOUNDATION TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OCON | NameControl |
| Phone | 9495892007 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30882 STEEPLECHASE | AddressLine1 |
| City | SAN JUAN CAPISTRANO | City |
| State | CA | State |
| ZIP Code | 92675 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GEORGE O'CONNELL | Name |
| Title | President | Title |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey Hipshman | Name |
| PTIN | P00285458 | PTIN |
| Phone | 7145059000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 441004 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 400000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1858 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1858 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 3586 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3586 | DividendsNetInvstIncm |
| Total Revenue And Expenses | 405444 | TotalRevenueAndExpenses |
| Total Net Investment Income | 5444 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1530 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 765 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 765 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 58 | TaxesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 1588 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 765 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 765 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 621500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 621500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 623088 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 765 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 622265 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -217644 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 4679 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 552734 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 330504 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 330504 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 88850 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 92285 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 107261 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1759 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1910 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 2239 | InvestmentsCorpBondsEOYFMV |
| Other Assets EOY | 1000 | OtherAssetsEOY |
| Other Assets EOYFMV | 1000 | OtherAssetsEOYFMV |
| Total Assets BOY | 643343 | TotalAssetsBOY |
| Total Assets EOY | 425699 | TotalAssetsEOY |
| Total Assets EOYFMV | 441004 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 643343 | RetainedEarningsBOY |
| Retained Earnings EOY | 425699 | RetainedEarningsEOY |
| Total Net Assets BOY | 643343 | TotalNetAssetsBOY |
| Total Net Assets EOY | 425699 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 643343 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 425699 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 643343 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -217644 | ExcessOfRevenueOverExpenses |
| Subtotal | 425699 | Subtotal |
| Total Net Assets Fund Balances EOY | 425699 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 465207 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 425414 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 1.09354 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 559055 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 567945 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.98435 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 577391 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 562835 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 1.02586 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 553834 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 444232 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 1.24672 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 403333 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 506576 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.79619 | DistributionRatioYear5 |
| Total Distribution Ratio | 5.14666 | TotalDistributionRatio |
| Average Distribution Ratio | 1.02933 | AverageDistributionRatio |
| Net Noncharitable Assets | 347079 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 357260 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 47 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 357307 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 622265 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 47 | InvestmentIncomeExciseTax |
| Subtotal | 47 | Subtotal |
| Tax Based On Investment Income | 47 | TaxBasedOnInvestmentIncome |
| Tax Due | 47 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE OCONNELL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9495892007 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30882 STEEPLECHASE | AddressLine1 |
| City | SAN JUAN CAPISTRANO | City |
| State | CA | State |
| ZIP Code | 92675 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | GEORGE O'CONNELL | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30882 STEEPLECHASE | AddressLine1 |
| City | SAN JUAN CAPISTRANO | City |
| State | CA | State |
| ZIP Code | 92675 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | Title |
| Avg Hours Per Wk Devoted To Position | 1.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE PRINCIPAL ACTIVITY OF THE FOUNDATION IS TO MAKE GRANTS TO CHARITABLE ORGANIZATIONS TO HELP PROMOTE THEIR CHARITABLE PURPOSES. | Description1 |
| Expenses1 | 0 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 247713 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 104651 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 352364 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 352364 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5285 | CashDeemedCharitable |
| Net Noncharitable Assets | 347079 | NetNoncharitableAssets |
| Minimum Investment Return | 17354 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 17354 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 47 | TaxBasedOnInvestmentIncome |
| Total Tax | 47 | TotalTax |
| Distributable Amount Before Adj | 17307 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 17307 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 17307 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 622265 | ExpensesAndContributions |
| Qualifying Distributions | 622265 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 47 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 622218 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 17307 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 378479 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 531842 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 549379 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 530796 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 465265 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2455761 | TotalExcessDistriCarryover |
| Qualifying Distributions | 622265 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 17307 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 604958 | RemainingDistriFromCorpus |
| Total Corpus | 3060719 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 378479 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 2682240 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 531842 | ExcessFromYear4 |
| Excess From Year3 | 549379 | ExcessFromYear3 |
| Excess From Year2 | 530796 | ExcessFromYear2 |
| Excess From Year1 | 465265 | ExcessFromYear1 |
| Excess From Current Year | 604958 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GEORGE O'CONNELL | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| REINS OF LIFE | |||||||
| 55200 QUINCE ROAD | SOUTH BEND | IN | 46619 | NONE | TAX EX | GENERAL SUPPORT | $1,500 |
| PATHWAY HOME | |||||||
| P O BOX 3930 | YOUNTVILLE | CA | 94599 | NONE | TAX EX | GENERAL SUPPORT | $10,000 |
| PATHWAY SCHOOL | |||||||
| 23802 AVENIDA DE LA CARLOTA | LAGUNA HILLS | CA | 92653 | NONE | TAX EX | GENERAL SUPPORT | $1,000 |
| SANTA MARGARITA CATHOLIC HIGH SCHOO | |||||||
| 22062 ANTONIA PARKWAY | RANCHO SANTA MARGARI | CA | 92688 | NONE | TAX EX | GENERAL SUPPORT | $25,000 |
| SECOND HARVEST FOOD BANK | |||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | NONE | TAX EX | GENERAL SUPPORT | $10,000 |
| BENSON CHRISTIAN TRAINING CENTER | |||||||
| PO BOX 2190 | BENSON | AZ | 85602 | NONE | TAX EX | GENERAL SUPPORT | $5,000 |
| SAN JUAN CAPISTRANO HISTORICAL SOCI | |||||||
| 31831 LOS RIOS | SAN JUAN CAPISTRANO | CA | 92675 | NONE | TAX EX | GENERAL SUPPORT | $5,000 |
| GOODWILL OF ORANGE COUNTY | |||||||
| 410 NORTH FAIRVIEW | SANTA ANA | CA | 92703 | NONE | TAX EX | GENERAL SUPPORT | $5,000 |
| BACK BAY THERAPEUTIC RIDING CLUB | |||||||
| 20262 CYPRESS ST | NEWPORT BEACH | CA | 92660 | NONE | TAX EX | GENERAL SUPPORT | $5,000 |
| THE SHEA CENTER | |||||||
| 26284 OSO ROAD | SAN JUAN CAPISTRANO | CA | 92675 | NONE | TAX EX | GENERAL SUPPORT FOR THE CENTER TO HELP FAMILIES WITH DISABILITIES | $160,000 |
| CHILD HELP USA | |||||||
| 15757 N 78TH STREET | SCOTTSDALE | AZ | 85260 | NONE | TAX EX | SUPPORT FOR FIGHT AGAINST CHILD ABUSE & NEGLECT | $26,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 2150 TOWNE CENTRE PLACE 120 | ANAHEIM | CA | 92806 | NONE | TAX EX | HELP TO CURE AND CONTROL CYSTIC FIBROSIS. | $25,000 |
| BOYS AND GIRLS CLUB OF CAPISTRANO V | |||||||
| ONE VIA POSITIVA | SAN JUAN CAPISTRANO | CA | 92675 | NONE | TAX EX | CAPITAL IMPROVEMENTS FOR BOYS AND GIRLS CLUB. | $25,000 |
| MISSION HOSPITAL FOUNDATION | |||||||
| 27700 MEDICAL CENTER ROAD | MISSION VIEJO | CA | 92691 | NONE | TAX EX | HOSPITAL EXPANSION | $42,000 |
| MISSION PRESERVATION FOUNDATION | |||||||
| 26801 ORTEGA HIGHWAY | SAN JUAN CAPISTRANO | CA | 92675 | NONE | TAX EX | SUPPORT HOSPICE | $276,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 621500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,858 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,586 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,444 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 5444 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | GEORGE O'CONNELL | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30882 STEEPLECHASE | AddressLine1 |
| City | SAN JUAN CAPISTRANO | City |
| State | CA | State |
| ZIP Code | 92675 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 400000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $1,530 | Amount |
| Net Investment Income | 765 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 765 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | TEMPLETON GLOBAL BOND FUND | NameOfBond |
| EOY Book Value | 1910 | EOYBookValue |
| EOYFMV | 2239 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (7 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| TEMPLETON GROWTH FUND | 1167 | 1154 |
| FRANKLIN SMALL CAP VALUE FUND | 869 | 1068 |
| MUTUAL DISCOVERY FUND | 2717 | 3075 |
| FRANKLIN INCOME FUND | 16225 | 21129 |
| MUTUAL SHARES FUND | 11613 | 18241 |
| FRANKLIN REAL RETURN FUND | 29820 | 31821 |
| FRANKLIN LOW DURATION TOTAL RETURN FUND | 29874 | 30773 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE FROM OTHER | Description |
| EOY Book Value | 1000 | EOYBookValue |
| EOYFMV | 1000 | EOYFMV |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | Category |
| Amount | $58 | Amount |
Comments