Civic Intelligence

O'Connell Foundation Alliance C/O Marina Bay Mgmt Svcs LLC

990PF • Fiscal year 2017 • EIN 10-0001951

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 02, 2018

Organization Profile
500 Victory Rd Marina Bay Mgt ServN Quincy, MA 02171

(617) 847-6304

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

8th percentile

-62%

Higher net margin than 8% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

40th percentile

-2.1%

Faster asset growth than 40% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

86th percentile

55%

Faster revenue growth than 86% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$85,569

Down $1,802 (-2.1%) from 2016

Net Assets

Down

$85,569

Down $1,802 (-2.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin8th percentile

Revenue

Up

$2,884

Up $1,026 (+55%) from 2016

Expenses

Down

$4,686

Down $42,622 (-90%) from 2016

Net Income

Up

-$1,802

Up $43,648 (+96%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$300K$200K$100K$0Assets 2010: $218,922Liabilities 2010: $0Net Assets 2010: $218,9222010Assets 2011: $158,175Liabilities 2011: $0Net Assets 2011: $158,1752011Assets 2012: $129,989Liabilities 2012: $0Net Assets 2012: $129,9892012Assets 2013: $104,346Liabilities 2013: $0Net Assets 2013: $104,3462013Assets 2014: $81,170Liabilities 2014: $0Net Assets 2014: $81,1702014Assets 2015: $132,821Liabilities 2015: $0Net Assets 2015: $132,8212015Assets 2016: $87,371Liabilities 2016: $0Net Assets 2016: $87,3712016Assets 2017: $85,569Liabilities 2017: $0Net Assets 2017: $85,5692017Assets 2018: $40,524Liabilities 2018: $0Net Assets 2018: $40,5242018Assets 2019: $38,145Liabilities 2019: $0Net Assets 2019: $38,1452019Assets 2020: $37,562Liabilities 2020: $0Net Assets 2020: $37,5622020Assets 2021: $38,014Liabilities 2021: $0Net Assets 2021: $38,0142021Assets 2022: $38,469Liabilities 2022: $0Net Assets 2022: $38,4692022Assets 2023: $38,891Liabilities 2023: $0Net Assets 2023: $38,8912023Assets 2024: $39,578Liabilities 2024: $0Net Assets 2024: $39,5782024

Highlighted filing

2017

Assets$85,569
Liabilities$0
Net Assets$85,569
Open 2017 Filing

Operations Trend

Revenue Growth86th percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $84,9532010Expenses 2011: $87,6852011Expenses 2012: $50,1642012Revenue 2013: $6,657Expenses 2013: $32,300Net Income 2013: -$25,6432013Revenue 2014: $5,825Expenses 2014: $29,001Net Income 2014: -$23,1762014Revenue 2015: $104,217Expenses 2015: $52,566Net Income 2015: $51,6512015Revenue 2016: $1,858Expenses 2016: $47,308Net Income 2016: -$45,4502016Revenue 2017: $2,884Expenses 2017: $4,686Net Income 2017: -$1,8022017Revenue 2018: $5,517Expenses 2018: $50,597Net Income 2018: -$45,0802018Revenue 2019: $1,233Expenses 2019: $3,667Net Income 2019: -$2,4342019Revenue 2020: $338Expenses 2020: $921Net Income 2020: -$5832020Revenue 2021: $932Expenses 2021: $480Net Income 2021: $4522021Revenue 2022: $927Expenses 2022: $472Net Income 2022: $4552022Revenue 2023: $888Expenses 2023: $466Net Income 2023: $4222023Revenue 2024: $1,141Expenses 2024: $454Net Income 2024: $6872024

Highlighted filing

2017

Revenue$2,884
Expenses$4,686
Net Income-$1,802
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 2, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MORGAN STANLEY CO INCORPORATEDTrustee-$0--
ROBERT P O'CONNELLTrustee-$0--
TOM O'CONNELLTrustee-$0--
PETER O'CONNELLManager-$0--
Filing and Contact Details

Filer

Filer Name
O'CONNELL FOUNDATION ALLIANCE
EIN
10-0001951
Phone
6178476304
Address
500 VICTORY RD MARINA BAY MGT SERV, N QUINCY, MA 02171

Signing Officer

Name
PETER O'CONNELL
Title
Trustee
Phone
6178476304
Signed
2018-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Verdolino & Lowey Pc
Address
124 WASHINGTON ST SUITE 101, FOXBOROUGH, MA 02035
Preparer
Susan M Pacheco CPA
Phone
5085431720
Raw XML Appendix327 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/AccountingFeesDetail/Amt01650
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0825
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt079205
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS HELD IN MORGAN STANLEY ACCOUNTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt082166
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt02187
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0697
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02884
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02884
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0825
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01650
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0697
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02187
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02187
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1802
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0697
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0697
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02058
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt036
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0826
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt04686
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02884
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02884
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0826
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0697
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1802
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt085569
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt087371
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt085569
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04263
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04263
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04263
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04304
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt041
IRS990PF/DistributableAmountGrp/TotalTaxAmt041
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt041
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt041
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt041
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt041
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt088530
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt076323
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt079205
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt082166
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt087371
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt085569
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt011048
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt06364
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt06364
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt087371
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt085569
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt088530
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt087371
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt085569
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt087371
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt085569
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt087392
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08707
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt078685
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01311
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04304
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt086081
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt087392
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MORGAN STANLEY CO INCORPORATED
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT P O'CONNELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2TOM O'CONNELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3PETER O'CONNELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3MANAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0ONE NEW YORK PLAZA 12TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12001 MARINA DRIVE 209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt250 LIBERTY DRIVE APT NO 12K
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31900 NORTH OCEAN BOULEVARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1N QUINCY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3FT LAUDERDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010004
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102171
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd333305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt029487
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt029508
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt045000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt049983
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt025000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt030000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt048132
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.342547
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.409229
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.486519
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.258679
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.241891
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.316418
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt021
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt086081
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0109963
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0102736
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt096645
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0124023
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0152115
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt03000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.712736
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0VERDOLINO LOWEY PC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0124 WASHINGTON ST SUITE 101
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FOXBOROUGH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002035
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05085431720
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses2Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0PETER O'CONNELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DANA FARBER CANCER INST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0450 BROOKLINE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd003326
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04263
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01263
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt039502
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt044880
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt020204
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt023898
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt040928
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01263
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt039665
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0128484
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt039502
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt044880
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt020204
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt023898
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0168149
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0169412
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/Amt11
TaxesSchedule/TaxesDetail/CategoryTxt0MA FORM PC
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER O'CONNELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06178476304
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0O'CONNELL FOUNDATION ALLIANCE
ReturnHeader/Filer/BusinessNameControlTxt0OCON
ReturnHeader/Filer/EIN0100001951
ReturnHeader/Filer/PhoneNum06178476304
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 VICTORY RD MARINA BAY MGT SERV
ReturnHeader/Filer/USAddress/CityNm0N QUINCY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002171
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId071C4EE0E580F467B68B023CF3C42B95BE6303709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId063746E300BA068C4A1C1453A4B680CD4F86CFEA9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0100.0.207.212
ReturnHeader/FilingSecurityInformation/IPDt02018-11-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:05:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043023027
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VERDOLINO & LOWEY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0124 WASHINGTON ST SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FOXBOROUGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002035
ReturnHeader/PreparerPersonGrp/PhoneNum05085431720
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN M PACHECO CPA
ReturnHeader/ReturnTs02018-11-13T08:51:47-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,569
Liabilities
$0
Net assets
$85,569
Revenue
$2,884
Expenses
$4,686
Net income
-$1,802
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.01$0.00$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.01$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.01$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.01$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.00$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.01$0.04$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.06$0.51$0.45
2017Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.03$0.05$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.02$0.47$0.45
2015Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$1.04$0.53$0.52
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.06$0.29$0.23
2013Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.07$0.32$0.26
2012Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.50
2011Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.88
2010Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.85