OCONNELL FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- OCONNELL FOUNDATION (EIN 10-0001951)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201233199349100108
- Schema version
- 2011v1.2
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T08:19:32-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-11-06 | 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 | 2012-11-06 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 174407 | 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 | 8352 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 7799 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 18586 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 163029 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 18586 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 26938 | TotalRevenueAndExpenses |
| Total Net Investment Income | 26385 | 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 |
| Accounting Fees Rev And Expnss | 1500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1500 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 2851 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2851 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 4352 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4352 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 83333 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 83333 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 87685 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4352 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 83333 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -60747 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 22033 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 4052 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 409 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 409 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 4483 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 0 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 0 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 210387 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 157766 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 173998 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 218922 | TotalAssetsBOY |
| Total Assets EOY | 158175 | TotalAssetsEOY |
| Total Assets EOYFMV | 174407 | 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 | 218922 | RetainedEarningsBOY |
| Retained Earnings EOY | 158175 | RetainedEarningsEOY |
| Total Net Assets BOY | 218922 | TotalNetAssetsBOY |
| Total Net Assets EOY | 158175 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 218922 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 158175 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 218922 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -60747 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 158175 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 158175 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (27 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| EV GLOBAL | P | 2015 | 2012 | 3 | 3 |
| GATEWAY FUND A | P | 280 | 269 | 11 | 11 |
| NATIXIS ASG | P | 1984 | 2020 | -36 | -36 |
| TA MULTI MGR | P | 1981 | 2013 | -32 | -32 |
| BLACKROCK GLOBAL | P | 9739 | 7364 | 2375 | 2375 |
| GATEWAY FUND A | P | 17799 | 15726 | 2073 | 2073 |
| IVY ASSET | P | 9196 | 6908 | 2288 | 2288 |
| PERMANENT PORTFOLIO | P | 10849 | 7461 | 3388 | 3388 |
| PIMCO | P | 9143 | 8039 | 1104 | 1104 |
| HARTFORD FLOATING | P | 1356 | 1146 | 210 | 210 |
| LOOMIS INVESTMENT | P | 1403 | 1181 | 222 | 222 |
| LOOMIS SAYLES BOND | P | 2828 | 2185 | 643 | 643 |
| LOOMIS SAYLES STRAT | P | 4595 | 3499 | 1096 | 1096 |
| NUVEEN HI YLD | P | 1247 | 1191 | 56 | 56 |
| PIMCO | P | 1241 | 1185 | 56 | 56 |
| TWC | P | 1295 | 1234 | 61 | 61 |
| GOLDMAN SACHS | P | 138 | 137 | 1 | 1 |
| LOOMIS SAYLES BOND | P | 1175 | 1200 | -25 | -25 |
| NATIXIS ASG | P | 10022 | 9915 | 107 | 107 |
| PIMCO | P | 4908 | 4879 | 29 | 29 |
| PIMCO ST | P | 4713 | 4752 | -39 | -39 |
| VIRTUS | P | 5041 | 4956 | 85 | 85 |
| GOLDMAN SACHS | P | 5664 | 5691 | -27 | -27 |
| ISHARES | P | 8139 | 4483 | 3656 | 3656 |
| JP MORGAN | P | 5211 | 5799 | -588 | -588 |
| LOOMIS SAYLES BOND | P | 40604 | 39184 | 1420 | 1420 |
| CAPITAL GAINS DIVIDENDS | P | 449 | 449 | 449 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 18586 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 78161 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 280639 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.278511 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 59876 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 312931 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.191339 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 71964 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 423226 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.170037 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 60109 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 521779 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.115200 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 62684 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 550244 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.113920 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.869007 | TotalDistributionRatio |
| Average Distribution Ratio | 0.173801 | AverageDistributionRatio |
| Net Noncharitable Assets | 223000 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 38758 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 220 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 38978 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 83333 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 220 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 220 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 220 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 58 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 58 | TotalCreditsAndPayments |
| Tax Due | 162 | 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 | ||||||||
| 40 HATHERLY RD | QUINCY | MA | 02169 | 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 | 219651 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 6745 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 226396 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 226396 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3396 | CashDeemedCharitable |
| Net Noncharitable Assets | 223000 | NetNoncharitableAssets |
| Minimum Investment Return | 11150 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 11150 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 220 | TaxBasedOnInvestmentIncome |
| Total Tax | 220 | TotalTax |
| Distributable Amount Before Adj | 10930 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 10930 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 10930 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 83333 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 83333 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 220 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 83113 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 10930 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 35753 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 34500 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 50875 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 44477 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 64473 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 230078 | TotalExcessDistriCarryover |
| Qualifying Distributions | 83333 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 10930 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 72403 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 302481 | 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 | 35753 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 266728 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 34500 | ExcessFromYear4 |
| Excess From Year3 | 50875 | ExcessFromYear3 |
| Excess From Year2 | 44477 | ExcessFromYear2 |
| Excess From Year1 | 64473 | ExcessFromYear1 |
| Excess From Current Year | 72403 | 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 (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| FATHER BILL'S PLACE | |||||||
| 422 WASHINGTON STREET | QUINCY | MA | 02169 | NONE | 501(C)(3) | GENERAL OPERATING | $5,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 165 CAMBRIDGE STREET | BOSTON | MA | 02114 | NONE | 501(C)(3) | GENERAL OPERATING | $25,000 |
| MASSACHUSETTS PROSTATE CANCER COALITION | |||||||
| 200 LINCOLN STREET | BOSTON | MA | 02111 | NONE | 501(C)(3) | GENERAL OPERATING | $20,000 |
| 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 | 83333 | 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 | $8,352 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $18,586 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $26,938 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 26938 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LMHS | Category |
| Amount | $1,500 | Amount |
| Net Investment Income | 1500 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SEE ATTACHED 174800 | Name |
| How Acquired | PURCHASED | HowAcquired |
| Gross Sales Price | 14 | GrossSalesPrice |
| Basis | 14 | Basis |
| Sales Expense | 0 | SalesExpense |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 157766 | EOYBookValue |
| EOYFMV | 173998 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TRUSTEE FEES | Description |
| Revenue And Expenses Per Books | 2851 | RevenueAndExpensesPerBooks |
| Net Investment Income | 2851 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $1 | Amount |
| Net Investment Income | 1 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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