The Luke O'Brien Foundation

990PF • Fiscal year 2011 • EIN 06-6464996

Jan 01, 2011 to Dec 31, 2011 • Filed on Aug 20, 2012

Organization Profile

85 Chestnut Hill Road06897

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • $1M-$5M nonprofits • Source year 2011

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

-0.8%

Faster asset growth than 45% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets26th percentile

Assets

Down

$1,412,106

Down $12,052 (-0.8%) from 2010

Net Assets

Down

$1,412,106

Down $12,052 (-0.8%) from 2010

Liabilities

Flat

Flat from 2010

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

$215,011

Up $65,463 (+44%) from 2010

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2011

Assets$1,412,106

Liabilities$0

Net Assets$1,412,106

Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2011

Revenue-

Expenses$215,011

Net Income-

Open 2011 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2011 to Dec 31, 2011
Signed: Aug 20, 2012
Return Version: 2011v1.2

Compensation and Service Providers

Top Officer Pay65th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
KEVIN O'BRIEN	Trustee	-	$0	-	-
JEANINE O'BRIEN	Trustee	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	CHILDREN'S HOSPITAL BOSTON	CHARITABLE DONATION	501(C)(3)	BOSTON, MA, US	$92,012
Paid Grant	SHARE & CARE	CHARITABLE DONATION	501(C)(3)	WATERFORD, VA, US	$45,000
Paid Grant	CHILDREN'S FUND FOR GSD RESEARCH	CHARITABLE DONATION	501(C)(3)	CHESHIRE, CT, US	$10,000
Paid Grant	HELP ME SEE	CHARITABLE DONATION	501(C)(3)	NEW YORK, NY, US	$10,000
Paid Grant	HEARTSONG INC	CHARITABLE DONATION	501(C)(3)	WHITE PLAINS, NY, US	$1,000
Paid Grant	HALEY MAE FOUNDATION	CHARITABLE DONATION	501(C)(3)	ARMONK, NY, US	$1,000
Paid Grant	CYSTIC FIBROSIS FOUNDATION	CHARITABLE DONATION	501(C)(3)	BETHESDA, MD, US	$500

Filing and Contact Details

Filer

EIN: 06-6464996

Raw XML AppendixShowing 400 of 432 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
AccountingFeesSchedule/AccountingFees/Amount	0	2475
AccountingFeesSchedule/AccountingFees/Category	0	PROFESSIONAL FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps	0	0
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome	0	495
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	0	93835
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	1	253728
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	2	205216
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	0	100836
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	1	257688
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	2	236829
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	0	BARCLAYS WEALTH 04140
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	1	BARCLAYS WEALTH 43528
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	2	J.P. MORGAN 0168
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	0	300000
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	0	ANDOR OPPORTUNITY OFFSHORE FUND
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	0	292854
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	0	AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount	0	3584
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode	0	14
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount	0	4317
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode	0	18
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount	0	1067
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode	0	14
IRS990PF/AnalysisIncomeProducingActy/NetIncomeLossFromSpecialEvents/ExclusionAmount	0	41016
IRS990PF/AnalysisIncomeProducingActy/NetIncomeLossFromSpecialEvents/ExclusionCode	0	01
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount	0	6
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode	0	14
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount	0	49990
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome	0	0
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount	0	0
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA	0	49990
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm	0	495
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss	0	2475
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm	0	4317
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps	0	159512
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss	0	159512
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss	0	100085
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm	0	3584
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss	0	3584
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses	0	-12052
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice	0	8044
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm	0	1067
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss	0	1067
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss	0	4317
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome	0	8388
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps	0	49
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm	0	19
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss	0	52952
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm	0	6
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss	0	93906
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm	0	72
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss	0	72
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps	0	159561
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm	0	586
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss	0	215011
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome	0	8974
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses	0	202959
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps	0	49
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm	0	586
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss	0	55499
IRS990PF/BalanceSheets/CapitalStockBOY	0	0
IRS990PF/BalanceSheets/CapitalStockEOY	0	0
IRS990PF/BalanceSheets/CashBOY	0	403194
IRS990PF/BalanceSheets/CashEOY	0	282323
IRS990PF/BalanceSheets/CashEOYFMV	0	282323
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY	0	0
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY	0	552779
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV	0	595353
IRS990PF/BalanceSheets/InvestmentsOtherBOY	0	0
IRS990PF/BalanceSheets/InvestmentsOtherEOY	0	300000
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV	0	292854
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS117	0	X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY	0	0
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY	0	0
IRS990PF/BalanceSheets/RetainedEarningsBOY	0	1424158
IRS990PF/BalanceSheets/RetainedEarningsEOY	0	1412106
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY	0	1020964
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY	0	277004
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV	0	277004
IRS990PF/BalanceSheets/TotalAssetsBOY	0	1424158
IRS990PF/BalanceSheets/TotalAssetsEOY	0	1412106
IRS990PF/BalanceSheets/TotalAssetsEOYFMV	0	1447534
IRS990PF/BalanceSheets/TotalLiabilitiesBOY	0	0
IRS990PF/BalanceSheets/TotalLiabilitiesEOY	0	0
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY	0	1424158
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY	0	1412106
IRS990PF/BalanceSheets/TotalNetAssetsBOY	0	1424158
IRS990PF/BalanceSheets/TotalNetAssetsEOY	0	1412106
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome	0	4317
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	0	3727
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	0	2011-09-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	0	2011-11-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	0	BARCLAYS 04140
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	1	CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	0	420
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	1	3897
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	0	420
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	1	3897
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	0	4147
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	1	3897
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	0	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	1	P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses	0	-12052
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases	0	0
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases	0	0
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal	0	1412106
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY	0	1424158
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY	0	1412106
IRS990PF/DistributableAmount/DeductionFrDistributableAmount	0	0
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted	0	70682
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj	0	70682
IRS990PF/DistributableAmount/DistributableAmountBeforeDed	0	70682
IRS990PF/DistributableAmount/MinimumInvestmentReturn	0	70766
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions	0	0
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome	0	84
IRS990PF/DistributableAmount/TotalTax	0	84
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear	0	775
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e	0	X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment	0	859
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax	0	84
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment	0	775
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal	0	84
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome	0	84
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection511	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments	0	859
IRS990PF/ExemptPF	0	X
IRS990PF/FMVAssetsEOY	0	1447534
IRS990PF/MethodOfAccountingCash	0	X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness	0	0
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets	0	1436863
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances	0	933393
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities	0	503470
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable	0	21553
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets	0	0
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn	0	70766
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets	0	1415310
IRS990PF/MinimumInvestmentReturn/ReductionClaimed	0	0
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets	0	1436863
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	0	1.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	1	1.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	KEVIN O'BRIEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	1	JEANINE O'BRIEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	1	TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	0	85 CHESTNUT HILL ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	1	85 CHESTNUT HILL ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	0	WILTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	1	WILTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	0	CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	1	CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	0	06897
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	1	06897
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k	0	0
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct	0	85828
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets	0	85744
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio	0	0.060583
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear1	0	0.070219
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear2	0	0.075241
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear3	0	0.019396
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear4	0	0.058529
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear5	0	0.079528
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax	0	0
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets	0	1415310
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1	0	1381390
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2	0	1349005
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3	0	1162564
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4	0	1000220
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5	0	780859
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome	0	84
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions	0	159561
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1	0	97000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2	0	101500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3	0	22549
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4	0	58542
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5	0	62100
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio	0	0.302913
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions	0	159477
IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	159561
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm	0	84
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal	0	0
IRS990PF/QualifyingDistributions/QualifyingDistributions	0	159561
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported	0	0
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract	0	0
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	1
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName	0	KEVIN O'BRIEN
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	2037427239
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	85 CHESTNUT HILL ROAD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	WILTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	CT
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	06897
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	0
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	1
IRS990PF/StatementsRegardingActivities/ForeignBank	0	0
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	0
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG	0	1
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	0
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	0
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	0
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors	0	0
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	0
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax	0	0
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e	0	1
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers	0	0
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization	0	0
IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	CT
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	0
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	0
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	0
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals	0	0
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	0
IRS990PF/StatementsRegardingActy4720/InfluenceElection	0	0
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	0
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	0
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	0
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	0
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	0
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	0
IRS990PF/SumOfProgramRelatedInvestments/Total	0	0
IRS990PF/SupplementaryInformation/ContributingManager	0	KEVIN O'BRIEN
IRS990PF/SupplementaryInformation/ContributingManager	1	JEANINE O'BRIEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	1000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	1	45000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	2	10000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	3	92012
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	4	500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	5	1000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	6	10000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	CHARITABLE DONATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	CHARITABLE DONATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	2	CHARITABLE DONATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	3	CHARITABLE DONATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	4	CHARITABLE DONATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	5	CHARITABLE DONATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	6	CHARITABLE DONATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	HEARTSONG INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	1	SHARE & CARE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	2	CHILDREN'S FUND FOR GSD RESEARCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	3	CHILDREN'S HOSPITAL BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	4	CYSTIC FIBROSIS FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	5	HALEY MAE FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	6	HELP ME SEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	1	501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	2	501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	3	501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	4	501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	5	501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	6	501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	1	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	2	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	3	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	4	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	5	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	6	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	ONE SUMMIT AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	PO BOX 282
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	917 BETHANY MOUNTAIN ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	3	300 LONGWOOD AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	4	6931 ARLINGTON ROAD 2ND FLOOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	5	10 HUNTER AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	6	1560 BROADWAY SUITE 406
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	WHITE PLAINS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	WATERFORD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	2	CHESHIRE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	3	BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	4	BETHESDA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	5	ARMONK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	6	NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	2	CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	3	MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	4	MD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	5	NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	6	NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	10606
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	20197
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	06410
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	3	02115
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	4	20814
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	5	10504
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	6	10036
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture	0	0
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	159512
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	0
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	70682
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	0
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	70682
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	28153
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	34288
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	8732
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	23964
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	23964
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	160052
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	88879
IRS990PF/UndistributedIncome/ExcessFromYear1	0	28153
IRS990PF/UndistributedIncome/ExcessFromYear2	0	34288
IRS990PF/UndistributedIncome/ExcessFromYear4	0	8732
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	159561
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	88879
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	184016
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	95137
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	0
IRS990ScheduleB/ContributorInfo/AggregateContributions	0	7500
IRS990ScheduleB/ContributorInfo/AggregateContributions	1	10000
IRS990ScheduleB/ContributorInfo/AggregateContributions	2	7500
IRS990ScheduleB/ContributorInfo/AggregateContributions	3	5000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1	0	500 NYALA FARMS ROAD
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1	1	1465 POST ROAD EAST
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1	2	225 WINTON ROAD
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1	3	64 FOREST WAY
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City	0	WESTPORT
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City	1	WESTPORT
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City	2	FAIRFIELD
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City	3	ESSEX FELLS
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State	0	CT
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State	1	CT
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State	2	CT
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State	3	NJ
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode	0	06880
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode	1	06680
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode	2	06430
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode	3	07021
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual	0	ARTHUR J SAMBERG
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual	1	BENNINGTON TAYLOR FOUNDATION
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual	2	SHEILA CLANCY
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual	3	JOSEPH AMATO
IRS990ScheduleB/ContributorInfo/ContributorNumber	0	1
IRS990ScheduleB/ContributorInfo/ContributorNumber	1	2
IRS990ScheduleB/ContributorInfo/ContributorNumber	2	3
IRS990ScheduleB/ContributorInfo/ContributorNumber	3	4
IRS990ScheduleB/ContributorInfo/PersonContributionType	0	X
IRS990ScheduleB/ContributorInfo/PersonContributionType	1	X
IRS990ScheduleB/ContributorInfo/PersonContributionType	2	X
IRS990ScheduleB/ContributorInfo/PersonContributionType	3	X
IRS990ScheduleB/GeneralRule	0	X
IRS990ScheduleB/Organization501c3ExemptPF	0	X
OtherExpensesSchedule/OtherExpenses/Description	0	GOLF OUTING EXPENSES
OtherExpensesSchedule/OtherExpenses/Description	1	BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	0	0
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	1	49
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	0
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	1	19
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	52884
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	1	68
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome	0	6
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome	1	93900
OtherIncomeSchedule2/OtherIncome/Description	0	BARCLAYS - 04140 - NON DIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncome/Description	1	GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome	0	6
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	0	6
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	1	93900

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,412,106
Liabilities: $0
Net assets: $1,412,106
Revenue: -
Expenses: $215,011
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2012Detailed filing. Detailed filing data is available for this year.	$1.50	$0.00	$1.50		$0.13
2011Detailed filing. Detailed filing data is available for this year.	$1.41	$0.00	$1.41		$0.22
2010Detailed filing. Detailed filing data is available for this year.	$1.42	$0.00	$1.42		$0.15