OCONNELL FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- OCONNELL FOUNDATION (EIN 10-0001951)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201303199349101525
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T13:45:34-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042971374 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LMHS PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 100001951 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | OCON | NameControl |
| Phone | 6178476304 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS O'CONNELL | Name |
| Title | TRUSTEE | Title |
| Phone | 6178476304 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRYAN J MORRISSEY | Name |
| PTIN | P00595381 | PTIN |
| Phone | 7818789111 | Phone |
| Date Prepared | 2013-11-15 | DatePrepared |
| 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 | 140786 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 6339 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 6320 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 15639 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 179462 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 15639 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 21978 | TotalRevenueAndExpenses |
| Total Net Investment Income | 21959 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1829 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1829 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1831 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1831 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 48333 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 48333 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 50164 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1831 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 48333 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -28186 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 20128 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 409 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 6322 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 6322 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Bonds BOY | 157766 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 123667 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 134464 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 158175 | TotalAssetsBOY |
| Total Assets EOY | 129989 | TotalAssetsEOY |
| Total Assets EOYFMV | 140786 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 158175 | RetainedEarningsBOY |
| Retained Earnings EOY | 129989 | RetainedEarningsEOY |
| Total Net Assets BOY | 158175 | TotalNetAssetsBOY |
| Total Net Assets EOY | 129989 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 158175 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 129989 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 158175 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -28186 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 129989 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 129989 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (49 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| EV GLOBAL MACRO | P | 101 | 104 | -3 | -3 |
| BLACKROCK | P | 3006 | 2321 | 685 | 685 |
| EV GLOBAL MACRO | P | 735 | 738 | -3 | -3 |
| IVY ASSET | P | 3223 | 2384 | 839 | 839 |
| NATIXIS ASG | P | 723 | 752 | -29 | -29 |
| PERMANENT PORTFOLIO | P | 4039 | 2766 | 1273 | 1273 |
| PIMCO ALL ASSET | P | 3643 | 3268 | 375 | 375 |
| TA MULTI MGR | P | 735 | 765 | -30 | -30 |
| NATIXIS ASG | P | 387 | 393 | -6 | -6 |
| NATIXIS ASG | P | 14862 | 15190 | -328 | -328 |
| PIMCO LOW DURATION | P | 7822 | 7673 | 149 | 149 |
| PIMCO SHORT TERM | P | 7839 | 7799 | 40 | 40 |
| VIRTUS MULTI SECT | P | 7859 | 7596 | 263 | 263 |
| ALLIANCEBER HIGH INCOME | P | 3042 | 2864 | 178 | 178 |
| ARTIO GLB | P | 2147 | 2102 | 45 | 45 |
| BLACKROCK | P | 105 | 97 | 8 | 8 |
| COLUMBIA EMERG MKTS | P | 222 | 208 | 14 | 14 |
| COLUMBIA FLOATING RATE | P | 1057 | 1037 | 20 | 20 |
| DELAWARE DIVERSIFIED | P | 4226 | 4114 | 112 | 112 |
| EV FLOATING RATE | P | 1049 | 1033 | 16 | 16 |
| FIDEL ADV FLOATING | P | 1039 | 1027 | 12 | 12 |
| IVY HIGH INCOME | P | 81 | 76 | 5 | 5 |
| LEGG MASON | P | 175 | 164 | 11 | 11 |
| LOOMIS SAYLES | P | 321 | 323 | -2 | -2 |
| LORD ABBETT | P | 1722 | 1677 | 45 | 45 |
| MAINSTAY HI YLD | P | 3426 | 3358 | 68 | 68 |
| METROPOLITAN WEST | P | 4266 | 4128 | 138 | 138 |
| MFS EMERGING MARKETS | P | 4395 | 4139 | 256 | 256 |
| NATIXIS LOOMIS | P | 317 | 310 | 7 | 7 |
| OPPENHEIMER SR | P | 1052 | 1042 | 10 | 10 |
| PIMCO EMERGING LOCAL | P | 4613 | 4277 | 336 | 336 |
| PIMCO TOTAL RETURN | P | 3214 | 3257 | -43 | -43 |
| T ROWE PRICE | P | 1713 | 1671 | 42 | 42 |
| TEMPLETON GLOBAL | P | 4278 | 4151 | 127 | 127 |
| HARTFORD FLOATING RATE | P | 360 | 365 | -5 | -5 |
| LOOMIS SAYLES | P | 951 | 969 | -18 | -18 |
| LOOMIS SAYLES | P | 924 | 911 | 13 | 13 |
| NUVEEN HI YLD | P | 592 | 564 | 28 | 28 |
| TCW GALILEO | P | 499 | 507 | -8 | -8 |
| HARTFORD FLOATING RATE | P | 7321 | 6508 | 813 | 813 |
| LOOMIS INVESTMENT | P | 4100 | 3526 | 574 | 574 |
| LOOMIS SAYLES | P | 15213 | 12502 | 2711 | 2711 |
| LOOMIS SAYLES | P | 13978 | 10994 | 2984 | 2984 |
| LOOMIS SAYLES | P | 11530 | 9791 | 1739 | 1739 |
| NATIXIS LOOMIS | P | 4271 | 3737 | 534 | 534 |
| NUVEEN HI YLD | P | 7517 | 6747 | 770 | 770 |
| PIMCO TOTAL RETURN | P | 7256 | 6945 | 311 | 311 |
| TCW GALILEO | P | 6987 | 6953 | 34 | 34 |
| CAPITAL GAINS DIVIDENDS | P | 529 | 529 | 529 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 15639 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 83113 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 223000 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.372704 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 78161 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 280639 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.278511 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 59876 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 312931 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.191339 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 71964 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 423226 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.170037 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 60109 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 521779 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.115200 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.127791 | TotalDistributionRatio |
| Average Distribution Ratio | 0.225558 | AverageDistributionRatio |
| Net Noncharitable Assets | 152115 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 34311 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 201 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 34512 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 48333 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 201 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 201 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 201 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 201 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MORGAN STANLEY CO INCORPORATED | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8663246088 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Amount1 | 0 | Amount1 |
| Description2 | NONE | Description2 |
| Amount2 | 0 | Amount2 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 149402 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 5029 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 154431 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 154431 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2316 | CashDeemedCharitable |
| Net Noncharitable Assets | 152115 | NetNoncharitableAssets |
| Minimum Investment Return | 7606 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 7606 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 201 | TaxBasedOnInvestmentIncome |
| Total Tax | 201 | TotalTax |
| Distributable Amount Before Adj | 7405 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 7405 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 7405 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 48333 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 48333 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 201 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 48132 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 7405 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 34500 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 50875 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 44477 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 64473 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 72403 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 266728 | TotalExcessDistriCarryover |
| Qualifying Distributions | 48333 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 7405 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 40928 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 307656 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 34500 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 273156 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 50875 | ExcessFromYear4 |
| Excess From Year3 | 44477 | ExcessFromYear3 |
| Excess From Year2 | 64473 | ExcessFromYear2 |
| Excess From Year1 | 72403 | ExcessFromYear1 |
| Excess From Current Year | 40928 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER O'CONNELL | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| MASSACHUSETTS PROSTATE CANCER COALITION | |||||||
| 200 LINCOLN STREET | BOSTON | MA | 02111 | NONE | 501(C)(3) | GENERAL OPERATING | $15,000 |
| EDWARD M KENNEDY INSTITUTE | |||||||
| 400 ATLANTIC AVE | BOSTON | MA | 02110 | NONE | 501(C)(3) | GENERAL OPERATING | $33,333 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 48333 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6,339 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $15,639 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $21,978 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 21978 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 123667 | EOYBookValue |
| EOYFMV | 134464 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TRUSTEE FEES | Description |
| Revenue And Expenses Per Books | 1829 | RevenueAndExpensesPerBooks |
| Net Investment Income | 1829 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $2 | Amount |
| Net Investment Income | 2 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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