2025-10-02T13:50:27-04:00 2024-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 2 CAMPUS BLVD STE 220 NEWTOWN SQUARE PA 19073 990PF 2024-01-01 237927963 THE O'CONNOR FAMILY FOUNDATION OCON 2392637505 74 PASTURE LANE APT 220 BRYN MAWR PA 19010 GERALD J O'CONNOR SR CO-TRUSTEE 6102540464 2025-10-02 true true JOSEPH T FABRIZIO P00136215 6103534610 2025-10-02 2024 2025-03-06 01:10:19Z X 938347 X 78980 29 29 21169 21169 10040 65040 10040 110218 31238 2758 2758 2758 0 2758 92500 92500 95258 0 95258 14960 31238 22500 11320 11320 597642 623782 927027 620142 635102 938347 0 X 620142 635102 620142 635102 620142 635102 620142 14960 635102 635102 FIDELTY INVESTMENTS P 2023-04-17 2024-02-27 20000 20000 FIDELITY INVESTMENTS P 2023-04-17 2024-06-04 10000 10000 FIDELITY INVESTMENTS P 2023-04-17 2024-06-24 10000 10000 FIDELITY INVESTMENTS P 2023-04-17 2024-10-07 15000 15000 10040 434 434 434 902 902 468 468 false false false false false false false true true PA true false false false false true N/A GERALD J O'CONNOR SR 6102540464 74 PASTURE LANE APT 220 BRYN MAWR PA 19010 false false false false false false false false false false false false false false false false false false false false GERALD J O'CONNOR SR 74 PASTURE LANE APT 220 BRYN MAWR PA 19010 CO-TRUSTEE 000.00 0 0 0 NONE NONE N/A 828694 9630 0 838324 838324 12575 825749 41287 41287 434 434 40853 40853 40853 95258 95258 40853 27861 35300 55132 50525 63104 231922 95258 40853 54405 286327 0 27861 258466 35300 55132 50525 63104 54405 X BOYS TOWN 14100 CRAWFORD STREET BOYS TOWN NE 68010 PC GENERAL EXPENSES 1000 COVENANT HOUSE 461 EIGHTH AVENUE NEW YORK NY 10001 PC GENERAL EXPENSE 6000 FOOD FOR THE POOR INC 6401 LYONS ROAD COCONUT CREEK FL 33073 PC GENERAL EXPENSES 2000 HABITAT FOR HUMANITY 11145 TAMIAMI TRAIL EAST NAPLES FL 34113 PC GENERAL EXPENSES 6000 HOPE PARTNERSHIP FOR EDUCATION 1701 N 8TH STREET PHILADELPHIA PA 19122 PC GENERAL EXPENSES 15000 INDEPENDENT MISSION SCHOOLS 1012 W THOMPSON ST PHILADELPHIA PA 19122 PC GENERAL EXPENSES 1000 NAVY SEAL FOUNDATION 1619 D STREET VIRGINIA BEACH VA 23459 PC GENERAL EXPENSES 5000 OPERATION SMILE PO BOX 758588 TOPEKA KS 666758588 PC GENERAL EXPENSES 10000 PROJECT HOME 1515 FAIRMOUNT AVENUE PHILADELPHIA PA 19130 PC GENERAL EXPENSES 2000 SHRINERS HOSPITALS FOR CHILDREN 2900 ROCKY POINT DR TAMPA FL 33607 PC GENERAL EXPENSES 2000 SISTERS OF ST JOSEPH 9701 GERMANTOWN AVENUE PHILADELPHIA PA 19118 PC GENERAL EXPENSES 1000 SISTERS OF THE BLESSED SACRAMENT 1663 BRISTOL PIKE BENSALEM PA 19020 PC GENERAL EXPENSES 1000 SPEAK UP 80 W LANCASTER AVE SUITE 220 DEVON PA 19333 PC GENERAL EXPENSE 1000 ST JOHN NEUMANN 1019 N 5TH ST PHILADELPHIA PA 19123 PC GENERAL EXPENSE 1000 ST JOSEPH'S UNIVERSITY 5600 CITY AVE PHILADELPHIA PA 19131 PC GENERAL EXPENSES 2500 ST JUDE CHILDREN'S RESEARCH 501 ST JUDE PLACE MEMPHIS TN 38105 PC GENERAL EXPENSES 13000 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 PC GENERAL EXPENSES 10000 WOMAN'S AUXILLARY OF ST EDMOND'S 320 SOUTH ROBERTS ROAD ROSEMOUNT PA 19010 PC GENERAL EXPENSE 1000 WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 PC GENERAL EXPENSES 10000 PLAN INTERNATIONAL USA 155 PLAN WAY WARWICK RI 02886 PC GENERAL EXPENSES 1000 ST JOSEPH'S PREP FUND 1733 W GIRARD AVE PHILADELPHIA PA 19130 PC GENERAL EXPENSES 1000 92500 14 29 14 21169 18 10040 31238 31238 false false false false false false false false false false X X 1 GERALD J O'CONNOR SR 442 INVERARAY RD VILLANOVA PA 19085 78980 X 1 2000 SHS OF BANK OF AMERICA CORP 78980 2024-06-21 ACCOUNTING FEES 2758 2758 BANK OF NEW YORK MELLON CORP 266839 441465 LMP CAP & INCOME FUND 121127 189200 COCA-COLA COMPANY 54170 62260 MICROSOFT CORP 82914 126450 FIDELITY INVESTMENTS MM 19752 19752 BANK OF AMERICA CORP 78980 87900