OCONNELL FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- OCONNELL FOUNDATION (EIN 10-0001951)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-10
- IRS object ID
- 201133149349100233
- Schema version
- 2010v3.4
- 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 | 2011-11-10T15:58:17-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | 2011-11-08 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRYAN J MORRISSEY | Name |
| Phone | 7818789111 | Phone |
| Date Prepared | 2011-11-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 256027 | 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 | 12294 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 11442 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 12180 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 80403 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 12180 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 24474 | TotalRevenueAndExpenses |
| Total Net Investment Income | 23622 | 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 | 3000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3000 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 11 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 11 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 3609 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 3429 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6620 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 6440 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 78333 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 78333 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 84953 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 6440 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 78333 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -60479 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 17182 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 6852 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 4052 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 4052 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 4483 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4483 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 7089 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 268066 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 210387 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 244886 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 279401 | TotalAssetsBOY |
| Total Assets EOY | 218922 | TotalAssetsEOY |
| Total Assets EOYFMV | 256027 | 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 | 279401 | RetainedEarningsBOY |
| Retained Earnings EOY | 218922 | RetainedEarningsEOY |
| Total Net Assets BOY | 279401 | TotalNetAssetsBOY |
| Total Net Assets EOY | 218922 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 279401 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 218922 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 279401 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -60479 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 218922 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 218922 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| SEE ATTACHED 174798 | P | 1241 | 1045 | 196 | 196 |
| SEE ATTACHED 174799 | P | 37747 | 32701 | 5046 | 5046 |
| SEE ATTACHED 174799 | P | 41377 | 34439 | 6938 | 6938 |
| SEE ATTACHED 174800 | P | 19 | 19 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 12180 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 59876 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 312931 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.191339 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 71964 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 423226 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.170037 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 60109 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 521779 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.115200 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 62684 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 550244 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.113920 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 26301 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 578387 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.045473 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.635969 | TotalDistributionRatio |
| Average Distribution Ratio | 0.127194 | AverageDistributionRatio |
| Net Noncharitable Assets | 280639 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 35696 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 172 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 35868 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 78333 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 172 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 172 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 172 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 230 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 230 | TotalCreditsAndPayments |
| Overpayment | 58 | Overpayment |
| Amount Credited To Next Year | 58 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 276654 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 8259 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 284913 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 284913 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4274 | CashDeemedCharitable |
| Net Noncharitable Assets | 280639 | NetNoncharitableAssets |
| Minimum Investment Return | 14032 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 14032 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 172 | TaxBasedOnInvestmentIncome |
| Total Tax | 172 | TotalTax |
| Distributable Amount Before Adj | 13860 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 13860 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 13860 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 78333 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 78333 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 172 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 78161 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 13860 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 35753 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 34500 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 50875 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 44477 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 165605 | TotalExcessDistriCarryover |
| Qualifying Distributions | 78333 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 13860 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 64473 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 230078 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 230078 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 35753 | ExcessFromYear4 |
| Excess From Year3 | 34500 | ExcessFromYear3 |
| Excess From Year2 | 50875 | ExcessFromYear2 |
| Excess From Year1 | 44477 | ExcessFromYear1 |
| Excess From Current Year | 64473 | 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 | $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 | 78333 | 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 | $12,294 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $12,180 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $24,474 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 24474 | 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 | $3,000 | Amount |
| Net Investment Income | 3000 | 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 | 19 | GrossSalesPrice |
| Basis | 19 | Basis |
| Sales Expense | 0 | SalesExpense |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 210387 | EOYBookValue |
| EOYFMV | 244886 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 4483 | EOYBookValue |
| EOYFMV | 7089 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TRUSTEE FEES | Description |
| Revenue And Expenses Per Books | 3609 | RevenueAndExpensesPerBooks |
| Net Investment Income | 3429 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $11 | Amount |
| Net Investment Income | 11 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments