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DECLARATION OF TRUST FOR THE MORGAN AND BELLE OBRIEN FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
DECLARATION OF TRUST FOR THE MORGAN AND BELLE OBRIEN FOUNDATION (EIN 52-1867904)
Tax period
2015-07-01 to 2016-06-30
Filed
2016-11-07
IRS object ID
201633129349100533
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-11-07T15:17:04-06:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN522072534PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHNEIDER & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17910 WOODMONT AVE 860AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521867904EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DECLARATION OF TRUST FOR THE MORGAN &BusinessNameLine1Txt
Business Name Line2BELLE OBRIEN FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDECLBusinessNameControlTxt
Phone3016549090PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17910 WOODMONT AVE NO 860AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBELLE O'BRIENPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4108273120PhoneNum
Signature2016-11-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSANDRA P SCHNEIDER CPAPreparerPersonNm
PTINP00066261PTIN
Phone3016549090PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$20,276FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$10DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$10TotalRevAndExpnssAmt
Total Net Invst Incm$10TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,500TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$6,490ExcessRevenueOverExpensesAmt
Net Investment Income$10NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1CashBOYAmt
Cash EOY$1CashEOYAmt
Cash EOYFMV$1CashEOYFMVAmt
Sav And Temp Cash Invst BOY$8,147SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,657SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,657SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$91,802CorporateStockBOYAmt
Corporate Stock EOY$91,802CorporateStockEOYAmt
Corporate Stock EOYFMV$18,618CorporateStockEOYFMVAmt
Total Assets BOY$99,950TotalAssetsBOYAmt
Total Assets EOY$93,460TotalAssetsEOYAmt
Total Assets EOYFMV$20,276TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$99,950RetainedEarningBOYAmt
Retained Earning EOY$93,460RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$99,950TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$93,460TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$99,950TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$93,460TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$99,950TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$6,490ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$93,460SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$93,460TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,590AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$35,740NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.212367DistributionYr1Rt
Adjusted Qlfy Distri Yr2$19,807AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$66,655NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.297157DistributionYr2Rt
Adjusted Qlfy Distri Yr3$4,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$60,012NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.074985DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,325AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$33,264NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.039833DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,950AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,254NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.308784DistributionYr5Rt
Total Distribution1.933126TotalDistributionRt
Average Distribution0.386625AverageDistributionRt
Net Vl Noncharitable Assets$20,979NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$8,111AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$8,111AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$6,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$253EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$253TotalPaymentsAndCreditsAmt
Overpayment$253OverpaymentAmt
Applied To ES Tax$253AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SCHNEIDER & ASSOCIATES LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3016549090PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17910 WOODMONT AVE 860AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MORGAN O'BRIEN
9441 TOBIN CIRCLEPOTOMACMD20854TRUSTEE1.00$0$0$0
BELLE O'BRIEN
9441 TOBIN CIRCLEPOTOMACMD20854TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$15,750AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,548AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$21,298TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$21,298AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$319CashDeemedCharitableAmt
Net Vl Noncharitable Assets$20,979NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,049MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,049MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$1,049DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,049DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,049DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$6,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$6,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,049DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$473ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$2,215ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$16,474ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,903ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$25,065TotalExcessDistributionCyovAmt
Qualifying Distributions$6,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,049AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,451RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$30,516TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$473ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$30,043ExcessDistriCyovToNextYrAmt
Excess From Year3$2,215ExcessFromYear3Amt
Excess From Year2$16,474ExcessFromYear2Amt
Excess From Year1$5,903ExcessFromYear1Amt
Excess From Current Year$5,451ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMORGAN O'BRIENContributingManagerNm
Contributing ManagerBELLE O'BRIENContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBELLE O'BRIENRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line19441 TOBIN CIRCLEAddressLine1Txt
CityPOTOMACCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20854ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4108273120RecipientPhoneNum
Form And Info And MaterialsA DESCRIPTION OF THE PURPOSE (ONLY 501(C)(3)CHARITIES), ORGANIZATIONAL STRUCTURE AND FINANCIAL STATEMETNT OF THE ENTITY.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A WOMAN'S JOURNEY
901 SOUTH BOND STREET SUITE 550BALTIMOREMD21231NONE501(C)(3)GENERAL FUNDS$500
NATIONAL CRITTENTON FOUNDATION
1750 SW HARBOR WAY 450PORTLANDOR97201NONE501(C)(3)GENERAL FUNDS$1,000
DON BOSCO CRISTO REY HIGH SCHOOL
1010 LARCH AVENUETAKOMA PARKMD20912NONE501(C)(3)GENERAL FUNDS$2,500
LANDMARK COLLEGE
RIVER ROADPUTNEYVT05346NONE501(C)(3)GENERAL FUNDS$1,500
WASHINGTON AREA WOMEN'S FOUNDATION
1411 K STREET NWWASHINGTONDC20005NONE501(C)(3)GENERAL FUNDS$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$10ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSPRINT CORP STOCKStockNm
EOY Book Value$91,802EOYBookValueAmt
EOYFMV$18,618EOYFMVAmt