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DECLARATION OF TRUST FOR THE MORGAN AND BELLE OBRIEN FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
DECLARATION OF TRUST FOR THE MORGAN AND BELLE OBRIEN FOUNDATION (EIN 52-1867904)
Tax period
2011-07-01 to 2012-06-30
Filed
2012-11-13
IRS object ID
201213189349100931
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-13T13:47:11-06:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN522072534EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHNEIDER & ASSOCIATES LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line17910 WOODMONT AVE 860AddressLine1
CityBETHESDACity
StateMDState
ZIP Code20814ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN521867904EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1DECLARATION OF TRUST FOR THE MORGAN &BusinessNameLine1
Business Name Line2BELLE OBRIEN FOUNDATIONBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlDECLNameControl
Phone3016549090Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O SCHNEIDER ASSOC LLC 7910AddressLine1
Address Line2WOODMONT NO 860AddressLine2
CityBETHESDACity
StateMDState
ZIP Code20814ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameBELLE O'BRIENName
TitleTRUSTEETitle
Phone4108273120Phone
Date Signed2012-11-09DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSANDRA P SCHNEIDER CPAName
PTINP00066261PTIN
Phone3016549090Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY35690FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses0TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss2500AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss2500TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss1325ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps1325ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss3825TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps1325TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-3825ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY1CashBOY
Savings And Temp Cash Invst BOY5975SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY2151SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV2151SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY229796InvestmentsCorpStockBOY
Investments Corp Stock EOY229796InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV33539InvestmentsCorpStockEOYFMV
Total Assets BOY235772TotalAssetsBOY
Total Assets EOY231947TotalAssetsEOY
Total Assets EOYFMV35690TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY235772RetainedEarningsBOY
Retained Earnings EOY231947RetainedEarningsEOY
Total Net Assets BOY235772TotalNetAssetsBOY
Total Net Assets EOY231947TotalNetAssetsEOY
Total Liabilities Net Assets BOY235772TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY231947TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY235772TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-3825ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal231947Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY231947TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year12950QualifyingDistributionsYear1
Noncharitable Assets Year12254NoncharitableAssetsYear1
Distribution Ratio Year11.308784DistributionRatioYear1
Qualifying Distributions Year22950QualifyingDistributionsYear2
Noncharitable Assets Year253863NoncharitableAssetsYear2
Distribution Ratio Year20.054769DistributionRatioYear2
Qualifying Distributions Year35000QualifyingDistributionsYear3
Noncharitable Assets Year368070NoncharitableAssetsYear3
Distribution Ratio Year30.073454DistributionRatioYear3
Qualifying Distributions Year424300QualifyingDistributionsYear4
Noncharitable Assets Year4206059NoncharitableAssetsYear4
Distribution Ratio Year40.117927DistributionRatioYear4
Qualifying Distributions Year5116883QualifyingDistributionsYear5
Noncharitable Assets Year5496349NoncharitableAssetsYear5
Distribution Ratio Year50.235486DistributionRatioYear5
Total Distribution Ratio1.790420TotalDistributionRatio
Average Distribution Ratio0.358084AverageDistributionRatio
Net Noncharitable Assets33264NetNoncharitableAssets
Adjusted Noncharitable Assets11911AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One11911AdjNonchrtblAssetsAndOnePct
Qualifying Distributions1325QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment1069EstTaxPaymentsAndOverpayment
Total Credits And Payments1069TotalCreditsAndPayments
Overpayment1069Overpayment
Amount Credited To Next Year0AmountCreditedToNextYear
Amount To Be Refunded1069AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithMDStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHNEIDER & ASSOCIATES LLCBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number3016549090BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line17910 WOODMONT AVE 860AddressLine1
CityBETHESDACity
StateMDState
ZIP Code20814ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
MORGAN O'BRIEN
300 WYE NARROWSQUEENSTOWNMD21658TRUSTEE1.00000
BELLE O'BRIEN
300 WYE NARROWSQUEENSTOWNMD21658TRUSTEE1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities30397AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances3374AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets33771TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets33771AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable507CashDeemedCharitable
Net Noncharitable Assets33264NetNoncharitableAssets
Minimum Investment Return1663MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return1663MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj1663DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded1663DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted1663DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions1325ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions1325QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions1325AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted1663DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year5100082ExcessDistriCarryoverYear5
Excess Distri Carryover Year414606ExcessDistriCarryoverYear4
Excess Distri Carryover Year31596ExcessDistriCarryoverYear3
Excess Distri Carryover Year2257ExcessDistriCarryoverYear2
Excess Distri Carryover Year1473ExcessDistriCarryoverYear1
Total Excess Distri Carryover117014TotalExcessDistriCarryover
Qualifying Distributions1325QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year1325AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus338ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY338ExcessDistriCyovAppliedCY
Total Corpus116676TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year599744ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year16932ExcessDistriCyovToNextYear
Excess From Year414606ExcessFromYear4
Excess From Year31596ExcessFromYear3
Excess From Year2257ExcessFromYear2
Excess From Year1473ExcessFromYear1

Supplementary Information SupplementaryInformation

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

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameBELLE O'BRIENRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1300 WYE NARROWSAddressLine1
CityQUEENSTOWNCity
StateMDState
ZIP Code21658ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number4108273120RecipientPhoneNumber
Form And Info And MaterialsA DESCRIPTION OF THE PURPOSE (ONLY 501(C)(3)CHARITIES), ORGANIZATIONAL STRUCTURE AND FINANCIAL STATEMETNT OF THE ENTITY.FormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsNONERestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
CHRIST CHILD SOCIETY
5101 WISCONSIN AVE NWWASHINGTONDC20016NONE501(C)(3)GENERAL FUNDS$200
THE GET IN TOUCH FOUNDATION
PO BOX 2144MILFORDCT06460NONE501(C)(3)GENERAL FUNDS$600
WASHINGTON AREA WOMEN'S FOUNDATION
1411 K STREET NWWASHINGTONDC20005NONE501(C)(3)GENERAL FUNDS$400
ST ANSELMS' ABBEY SCHOOL
4501 SOUTH DAKOTA AVENUE NEWASHINGTONDC20017NONE501(C)(3)GENERAL FUNDS$125
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year1325TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA0TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategory
Amount$2,500Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockSPRINT CORP STOCKNameOfStock
EOY Book Value229796EOYBookValue
EOYFMV33539EOYFMV