THE PATRICK AND CATHERINE DONAGHUE MEDICAL RESEARCH FOUNDATION: Form 990PF, tax year 2025
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- Organization
- THE PATRICK AND CATHERINE DONAGHUE MEDICAL RESEARCH FOUNDATION (EIN 06-6348275)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202641329349102374
- Schema version
- 2025v4.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T13:02:39-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060903326 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTLESEY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 TRUMBULL ST 24TH FL | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066348275 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PATRICK AND CATHERINE WELDON | BusinessNameLine1Txt |
| Business Name Line2 | DONAGHUE MEDICAL RESEARCH FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATR | BusinessNameControlTxt |
| Phone | 8605219011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 NORTH MAIN STREET | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 061071919 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNEE GARNER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8605219011 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA WILLS | PreparerPersonNm |
| PTIN | P01828548 | PTIN |
| Phone | 8605223111 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $98,029,206 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $220 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,628,882 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,628,882 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,781,999 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,566,754 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,781,999 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,411,101 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,410,881 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $568,456 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $363,641 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $204,815 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $104,995 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $104,995 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $54,492 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $54,492 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,415 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,415 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $58,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $58,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $134,200 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $134,200 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $112,609 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $48,866 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $19,243 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,379 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $57,670 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $57,670 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,178 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,178 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $325 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $325 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $69,754 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $69,754 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,168,973 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $546,707 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $576,387 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,635,071 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,635,071 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,804,044 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $546,707 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,211,458 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $607,057 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,864,174 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,045 | CashBOYAmt |
| Cash EOY | $4,227 | CashEOYAmt |
| Cash EOYFMV | $4,227 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,914,857 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,905,237 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,905,237 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $44,682,662 | CorporateStockBOYAmt |
| Corporate Stock EOY | $45,529,398 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $61,513,603 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $23,517,430 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $22,770,109 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $23,030,513 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $9,760,086 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,745,453 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,573,895 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $51,261 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $49,530 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,685 | LandBOYAmt |
| Land EOY | $1,731 | LandEOYAmt |
| Land EOYFMV | $1,731 | LandEOYFMVAmt |
| Total Assets BOY | $79,878,765 | TotalAssetsBOYAmt |
| Total Assets EOY | $80,956,155 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $98,029,206 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $1,685 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $1,731 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $79,877,080 | RetainedEarningBOYAmt |
| Retained Earning EOY | $80,954,424 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $79,878,765 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $80,956,155 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $79,878,765 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $80,956,155 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $79,878,765 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $607,057 | ExcessRevenueOverExpensesAmt |
| Other Increases | $470,333 | OtherIncreasesAmt |
| Subtotal | $80,956,155 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $80,956,155 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $29,551,763 | $26,784,755 | $2,767,008 | $2,767,008 |
| CAPITAL GAINS DISTRIBUTIONS - LT | P | $14,255 | $14,255 | $14,255 | |
| CAPITAL GAINS DISTRIBUTIONS - 1250 | P | $736 | $736 | $736 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,781,999 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $67,612 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $67,612 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $67,612 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $55,394 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $55,394 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $12,218 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.DONAGHUE.ORG | WebsiteAddressTxt |
| Individual With Books | STACY CLOUD | IndividualWithBooksNm |
| Phone | 8605219011 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 NORTH MAIN STREET | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 061071919 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA NA | ||||||||
| 101 EAST RIVER DRIVE | EAST HARTFORD | CT | 06108 | TRUSTEE | 1.00 | $363,641 | $0 | $0 |
| STACY CLOUD | ||||||||
| 18 NORTH MAIN STREET | WEST HARTFORD | CT | 06107 | PRESIDENT | 40.00 | $172,015 | $38,005 | $0 |
| LYNNE GARNER | ||||||||
| 18 NORTH MAIN STREET | WEST HARTFORD | CT | 06107 | TRUSTEE | 5.00 | $32,800 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHAMIRA CHAPPELL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 NORTH MAIN STREET | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $77,494 | CompensationAmt |
| Employee Benefits | $2,946 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $92,657,940 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,165,317 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $94,823,257 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $94,823,257 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,422,349 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $93,400,908 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,670,045 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,670,045 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $67,612 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $67,612 | TotalTaxAmt |
| Distributable Before Adj | $4,602,433 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,602,433 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,602,433 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,211,458 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,211,458 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,602,433 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,775,088 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,211,458 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,775,088 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $436,370 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $4,166,063 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STACY CLOUD PRESIDENT THE DONAGHUE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 NORTH MAIN STREET | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8605219011 | RecipientPhoneNum |
| Form And Info And Materials | AS INSTRUCTED ON THE FOUNDATIONS WEB SITE, WWW.DONAGHUE.ORG, HOW TO APPLY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | VARIABLE - INQUIRE AT (860) 521-9011 | SubmissionDeadlinesTxt |
| Restrictions On Awards | AS INSTRUCTED ON THE FOUNDATION WEB SITE, WWW.DONAGHUE.ORG, HOW TO APPLY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BROWN UNIVERSITY | |||||||
| BOX 1822 | PROVIDENCE | RI | 02912 | NONE | PC | QUALITY OF HOSPICE IN ASSISTED LIVING AND RESIDENT EXPERIENCES AT THE END OF LIFE | $110,807 |
| THE HASTINGS CENTER | |||||||
| 21 MALCOLM MALCOLM GORDON RD | GARRISON | NY | 10524 | NONE | PC | PUTTING BIOETHICS TO WORK ON AI, TRUST, AND HEALTH CARE: FROM THEORY TO IMPACT THROUGH INCLUSIVE ENGAGEMENT | $160,000 |
| THE JOHNS HOPKINS UNIVERSITY | |||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PC | IMPACT OF A SHARED DECISION-MAKING INTERVENTION FOR FAMILIES OF SEVERE ACUTE BRAIN INJURY PATIENTS | $214,795 |
| THE NEW JEWISH HOME | |||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | NONE | PC | IMPACT OF AGE-FRIENDLY RECOGNITION ON NURSING HOME OUTCOMES | $117,042 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3551 TROUSDALE PARKWAY | LOS ANGELES | CA | 90089 | NONE | PC | PERSONALIZED PATIENT-CENTERED EYE CARE USING TELEMEDICINE AND ARTIFICIAL INTELLIGENCE | $217,679 |
| UT SOUTHWESTERN MEDICAL CENTER | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | NONE | PC | INFORMING MEDICARE WITH EVIDENCE ON SOCIAL RISK ADJUSTMENT | $217,672 |
| VIRGINIA COMMONWEALTH UNIVERSITY | |||||||
| 910 WEST FRANKLIN STREET | RICHMOND | VA | 232842512 | NONE | PC | READY TO SCALE: DEMONSTRATING THE VALUE OF CROSS-SETTING PALLIATIVE CARE | $240,119 |
| MICHIGAN STATE UNIVERSITY | |||||||
| 220 TROWBRIDGE RD | EAST LANSING | MI | 48824 | NONE | PC | ORAL CARE IMPROVEMENTS FOR SNF RESIDENTS THROUGH COLLABORATIVE WORKFORCE TRAINING | $44,915 |
| THE JOHNS HOPKINS UNIVERSITY | |||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PC | GVP-OPTIMIZING HIV CARE FOR MEDICAID ENROLLEES: A DATA-DRIVEN APPROACH TO IMPROVE OUTCOMES | $269,057 |
| UNIVERSITY OF MASSACHUSETTS BOSTON | |||||||
| 100 MORRISSEY BLVD | BOSTON | MA | 02125 | NONE | PC | MEDICAID NURSING HOME REIMBURSEMENT, STAFFING, AND QUALITY: A FACILITY-LEVEL ANALYSIS | $101,622 |
| YALE UNIVERSITY | |||||||
| POBOX 208234 | NEW HAVEN | CT | 06520 | NONE | PC | INVESTIGATING MODIFIABLE DETERMINANTS OF POST-DISASTER OUTCOMES FOR RURAL NURSING HOME RESIDENTS | $74,599 |
| THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 801 SPRUCE STREET | PHILADELPHIA | PA | 19107 | NONE | PC | OPPORTUNITY AWARD: EVALUATION OF HOSPITAL-AT-HOME AS AN ALTERNATIVE TO LOW-ACUITY HOSPITAL ADMISSIONS FROM THE EMERGENCY DEPARTMENT | $167,257 |
| DARTMOUTH COLLEGE | |||||||
| 207 PARKHURST HALL | HANOVER | NH | 03755 | NONE | PC | OPPORTUNITY AWARD: PREVENTING AND IMPROVING CLINICAL ENCOUNTERS SYMPOSIA GRANT | $70,510 |
| HARVARD PILGRIM HEALTH CARE INC | |||||||
| 185 ASYLUM ST FLOOR 2 | HARTFORD | CT | 06103 | NONE | PC | OPPORTUNITY AWARD: SYMPOSIUM TO STRENGTHEN MATERNAL HEALTH RESEARCH: PAYER STRATEGIES TO IMPROVE MATERNAL HEALTH CARE | $47,813 |
| TRUSTEES OF BOSTON UNIVERSITY MEDICAL CAMPUS | |||||||
| 72 EAST CONCORD STREET | BOSTON | MA | 02118 | NONE | PC | ANOTHER LOOK-INVESTIGATING THE RELATIONSHIPS BETWEEN NURSING HOME ARCHITECTURE AND HEALTH OUTCOMES | $132,158 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||
| 505 PARNASSUS AVE | SAN FRANCISCO | CA | 94143 | NONE | PC | ANOTHER LOOK-HOSPICE VISIT PATTERNS FOR PEOPLE WITH DEMENTIA IN ASSISTED LIVING AND NURSING HOMES | $121,494 |
| BOSTON MEDICAL CENTER | |||||||
| 1 BOSTON MEDICAL CENTER PLACE | BOSTON | MA | 02118 | NONE | PC | ANOTHER LOOK-INCENTIVIZING CARE FOR PEOPLE WITH OPIOID USE DISORDER IN SKILLED NURSING FACILITIESANOTHER LOOK-INCENTIVIZING CARE FOR PEOPLE WITH OPIOID USE DISORDER IN SKILLED NURSING FACILITIES | $123,818 |
| RAND | |||||||
| 1776 MAIN STREET | SANTA MONICA | CA | 904013208 | NONE | PC | ANOTHER LOOK-INCENTIVIZING CARE FOR PEOPLE WITH OPIOID USE DISORDER IN SKILLED NURSING FACILITIES | $151,220 |
| BECKMAN REASEARCH INSTITUTE CITY OF HOPE | |||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | NONE | PC | GVP-EVALUATING AI-BASED MORTALITY PROGNOSTICATION IN ONCOLOGY: IMPLICATIONS FOR END-OF-LIFE CARE AND VALUE-BASED DECISION SUPPORT | $272,839 |
| BOSTON UNIVERSITY SCHOOL OF PUBLIC HEALTH | |||||||
| 715 ALBANY STREET 580 SUITE 3W | BOSTON | MA | 02118 | NONE | PC | GVP-IMPACT OF MEDICAID ACCOUNTABLE CARE ORGANIZATIONS ON HIGH-VALUE MENTAL HEALTH CARE | $258,135 |
| HARVARD PILGRIM HEALTH CARE INC | |||||||
| 185 ASYLUM ST FLOOR 2 | HARTFORD | CT | 06103 | NONE | PC | GVP-IMPACT OF MEDICAID VALUE-BASED PAYMENT ON SUBSTANCE USE DISORDER TREATMENT IN PRIMARY CARE | $246,520 |
| EMORY UNIVERSITY | |||||||
| 201 DOWMAN DRIVE | ATLANTA | GA | 30322 | NONE | PC | GVP-OPTIMIZING VALUE AND OUTCOMES OF PALLIATIVE RADIATION FOR BONE METASTASIS | $275,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,635,071 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE HASTINGS CENTER | |||||||
| 21 MALCOLM MALCOLM GORDON RD | GARRISON | NY | 10524 | NONE | PC | PUTTING BIOETHICS TO WORK ON AI, TRUST, AND HEALTH CARE: FROM THEORY TO IMPACT THROUGH INCLUSIVE ENGAGEMENT | $320,000 |
| THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 801 SPRUCE STREET | PHILADELPHIA | PA | 19107 | NONE | PC | OPPORTUNITY AWARD: EVALUATION OF HOSPITAL-AT-HOME AS AN ALTERNATIVE TO LOW-ACUITY HOSPITAL ADMISSIONS FROM THE EMERGENCY DEPARTMENT | $161,651 |
| TRUSTEES OF BOSTON UNIVERSITY MEDICAL CAMPUS | |||||||
| 715 ALBANY STREET 580 SUITE 3W | BOSTON | MA | 02118 | NONE | PC | ANOTHER LOOK-INVESTIGATING THE RELATIONSHIPS BETWEEN NURSING HOME ARCHITECTURE AND HEALTH OUTCOMES | $138,261 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||
| 505 PARNASSUS AVE | SAN FRANCISCO | CA | 94143 | NONE | PC | ANOTHER LOOK-HOSPICE VISIT PATTERNS FOR PEOPLE WITH DEMENTIA IN ASSISTED LIVING AND NURSING HOMES | $120,567 |
| RAND | |||||||
| 1776 MAIN STREET | SANTA MONICA | CA | 904013208 | NONE | PC | ANOTHER LOOK-INCENTIVIZING CARE FOR PEOPLE WITH OPIOID USE DISORDER IN SKILLED NURSING FACILITIES | $133,780 |
| BOSTON MEDICAL CENTER | |||||||
| 1 BOSTON MEDICAL CENTER PLACE | BOSTON | MA | 02118 | NONE | PC | ANOTHER LOOK-INCENTIVIZING CARE FOR PEOPLE WITH OPIOID USE DISORDER IN SKILLED NURSING FACILITIES | $131,406 |
| BECKMAN REASEARCH INSTITUTE CITY OF HOPE | |||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | NONE | PC | GVP-EVALUATING AI-BASED MORTALITY PROGNOSTICATION IN ONCOLOGY: IMPLICATIONS FOR END-OF-LIFE CARE AND VALUE-BASED DECISION SUPPORT | $276,359 |
| BOSTON UNIVERSITY SCHOOL OF PUBLIC HEALTH | |||||||
| 715 ALBANY STREET 580 SUITE 3W | BOSTON | MA | 02118 | NONE | PC | GVP-IMPACT OF MEDICAID ACCOUNTABLE CARE ORGANIZATIONS ON HIGH-VALUE MENTAL HEALTH CARE | $257,387 |
| HARVARD PILGRIM HEALTH CARE INC | |||||||
| 185 ASYLUM ST FLOOR 2 | HARTFORD | CT | 06103 | NONE | PC | GVP-IMPACT OF MEDICAID VALUE-BASED PAYMENT ON SUBSTANCE USE DISORDER TREATMENT IN PRIMARY CARE | $252,331 |
| THE JOHNS HOPKINS UNIVERSITY | |||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PC | GVP-OPTIMIZING HIV CARE FOR MEDICAID ENROLLEES: A DATA-DRIVEN APPROACH TO IMPROVE OUTCOMES | $280,943 |
| EMORY UNIVERSITY | |||||||
| 201 DOWMAN DRIVE | ATLANTA | GA | 30322 | NONE | PC | GVP-OPTIMIZING VALUE AND OUTCOMES OF PALLIATIVE RADIATION FOR BONE METASTASIS | $275,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,347,685 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,628,882 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,781,999 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,410,881 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,410,881 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $58,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $58,500 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | COMPENSATION EXPLANATION | IdentifierTxt |
| Form And Line Reference | PART VII LINE 1 | FormAndLineReferenceDesc |
| Medium Explanation | THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $22,770,109 | EOYBookValueAmt |
| EOYFMV | $23,030,513 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY | StockNm |
| EOY Book Value | $45,529,398 | EOYBookValueAmt |
| EOYFMV | $61,513,603 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $9,745,453 | BookValueAmt |
| EOYFMV | $10,573,895 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (44 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| TELEPHONE EQUIPMENT | $2,430 | $2,430 | $0 | |
| FILING CABINET METAL (6) | $1,280 | $1,280 | $0 | |
| CREDENZA | $1,026 | $1,026 | $0 | |
| CONFERENCE CHAIRS (16) | $5,280 | $5,280 | $0 | |
| CONFERENCE TABLE (6) | $4,362 | $4,362 | $0 | |
| BOOKCASE - 28" WIDE | $40 | $40 | $0 | |
| L-SHAPED DESK | $756 | $756 | $0 | |
| ERGON SWIVEL CHAIRS (3) | $1,860 | $1,860 | $0 | |
| WOOD CREDENZA - 6' X 29" | $550 | $550 | $0 | |
| DESK | $550 | $550 | $0 | |
| METAL FILING CABINET - 28" X 42" | $270 | $270 | $0 | |
| WOOD FILING CABINET - 3' X 29.5" | $390 | $390 | $0 | |
| COFFEE TABLE - 42" X 16" | $120 | $120 | $0 | |
| CHAIRS (3) | $3,124 | $3,124 | $0 | |
| FLOOR LAMP | $310 | $310 | $0 | |
| IKEA RADVIKEN CHAIR | $179 | $179 | $0 | |
| ROUND END TABLE, MAPLE TOP ROOM + BOARD | $409 | $409 | $0 | |
| STANDING DESK EQUIPMENT | $1,372 | $1,372 | $0 | |
| CHAIR - GUEST (5) | $1,280 | $1,280 | $0 | |
| WOOD BOOKCASE - 49" X 29" | $450 | $450 | $0 | |
| WOOD BOOKCASE - 3' X 4' | $270 | $270 | $0 | |
| 2-SEAT SETTEE | $2,415 | $2,415 | $0 | |
| PILLOWS | $480 | $480 | $0 | |
| SIDE TABLE | $970 | $970 | $0 | |
| AREA RUG | $655 | $655 | $0 | |
| HP LASERJET PRO 400 PRINTER | $424 | $424 | $0 | |
| SERVER - COMPUTER | $3,999 | $3,999 | $0 | |
| DELL 19" FLAT PANEL MONITOR | $195 | $195 | $0 | |
| 3 HP PROBOOK 4540S LAPTOP | $2,455 | $2,455 | $0 | |
| DELL LAPTOP | $691 | $691 | $0 | |
| HP PROBOOK 450 G4 15" SCREEN LAPTOP | $855 | $855 | $0 | |
| HP PROBOOK 450 G4 15" SCREEN LAPTOP | $855 | $855 | $0 | |
| HP ULTRASLIM DOCK 2013 FOR NOTEBOOK | $179 | $179 | $0 | |
| HP BUSINESS 23" MONITOR | $149 | $149 | $0 | |
| HP PROBOOK 640 G3 14 NOTEBOOK | $1,019 | $1,019 | $0 | |
| OIL PORTRAIT OF ETHEL DONAGHUE | $800 | $494 | $306 | $306 |
| REFRIGERATOR | $1,301 | $1,301 | $0 | |
| MICROWAVE OVEN | $90 | $90 | $0 | |
| PICTURES | $1,320 | $1,320 | $0 | |
| PICTURES | $132 | $132 | $0 | |
| PENDANT LAMP (DESIGN WITHIN REACH) | $345 | $345 | $0 | |
| WALL SHELVES (BLU DOT) | $299 | $299 | $0 | |
| IT SERVER | $3,900 | $3,900 | $0 | |
| DELL LATITUDE 3550 | $1,425 | $0 | $1,425 | $1,425 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COURT FEE - PROBATE ACCOUNTING | CategoryTxt |
| Legal Fees | $3,415 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,415 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $69,754 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $69,754 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENTS | Desc |
| Amt | $470,333 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESMENT FEES | CategoryTxt |
| Amt | $134,200 | Amt |
| Net Investment Income | $134,200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $44,500 | $0 | $0 | $0 |
| FOREIGN TAXES | $48,866 | $48,866 | $0 | $0 |
| PAYROLL TAXES | $19,243 | $0 | $0 | $19,243 |
Comments