2026-05-12T13:02:39-05:00 2025-12-31 060903326 WHITTLESEY PC 280 TRUMBULL ST 24TH FL HARTFORD CT 06103 990PF 2025-01-01 066348275 THE PATRICK AND CATHERINE WELDON DONAGHUE MEDICAL RESEARCH FOUNDATION PATR 8605219011 18 NORTH MAIN STREET WEST HARTFORD CT 061071919 LYNEE GARNER TRUSTEE 8605219011 2026-05-12 1 LISA WILLS P01828548 8605223111 2025 2025-03-06 01:10:19Z X 98029206 X 220 X 2628882 2628882 2781999 29566754 2781999 5411101 5410881 0 568456 363641 0 204815 104995 0 0 104995 54492 0 0 54492 3415 0 0 3415 58500 0 0 58500 134200 134200 0 0 112609 48866 0 19243 1379 0 0 57670 0 0 57670 3178 0 0 3178 325 0 0 325 69754 0 0 69754 1168973 546707 0 576387 3635071 3635071 4804044 546707 0 4211458 607057 4864174 0 2045 4227 4227 1914857 2905237 2905237 44682662 45529398 61513603 23517430 22770109 23030513 9760086 9745453 10573895 51261 49530 1685 1731 1731 79878765 80956155 98029206 0 0 X 0 0 1685 1731 79877080 80954424 79878765 80956155 79878765 80956155 79878765 607057 470333 80956155 0 80956155 PUBLICLY TRADED SECURITIES P 29551763 26784755 2767008 2767008 CAPITAL GAINS DISTRIBUTIONS - LT P 14255 14255 14255 CAPITAL GAINS DISTRIBUTIONS - 1250 P 736 736 736 2781999 67612 0 67612 0 67612 55394 0 0 0 55394 X 0 12218 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 WWW.DONAGHUE.ORG STACY CLOUD 8605219011 18 NORTH MAIN STREET WEST HARTFORD CT 061071919 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BANK OF AMERICA NA 101 EAST RIVER DRIVE EAST HARTFORD CT 06108 TRUSTEE 1.00 363641 0 0 STACY CLOUD 18 NORTH MAIN STREET WEST HARTFORD CT 06107 PRESIDENT 40.00 172015 38005 0 LYNNE GARNER 18 NORTH MAIN STREET WEST HARTFORD CT 06107 TRUSTEE 5.00 32800 0 0 SHAMIRA CHAPPELL 18 NORTH MAIN STREET WEST HARTFORD CT 06107 PROGRAM DIRECTOR 40.00 77494 2946 0 0 NONE 0 0 92657940 2165317 0 94823257 0 0 94823257 1422349 93400908 4670045 4670045 67612 67612 4602433 0 4602433 0 4602433 4211458 0 4211458 4602433 3775088 0 0 4211458 3775088 0 0 436370 0 0 0 0 0 0 0 0 4166063 0 0 0 STACY CLOUD PRESIDENT THE DONAGHUE 18 NORTH MAIN STREET WEST HARTFORD CT 06107 8605219011 AS INSTRUCTED ON THE FOUNDATIONS WEB SITE, WWW.DONAGHUE.ORG, HOW TO APPLY VARIABLE - INQUIRE AT (860) 521-9011 AS INSTRUCTED ON THE FOUNDATION WEB SITE, WWW.DONAGHUE.ORG, HOW TO APPLY. BROWN UNIVERSITY BOX 1822 PROVIDENCE RI 02912 NONE PC QUALITY OF HOSPICE IN ASSISTED LIVING AND RESIDENT EXPERIENCES AT THE END OF LIFE 110807 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 160000 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 214795 THE NEW JEWISH HOME 120 WEST 106TH STREET NEW YORK NY 10025 NONE PC IMPACT OF AGE-FRIENDLY RECOGNITION ON NURSING HOME OUTCOMES 117042 UNIVERSITY OF SOUTHERN CALIFORNIA 3551 TROUSDALE PARKWAY LOS ANGELES CA 90089 NONE PC PERSONALIZED PATIENT-CENTERED EYE CARE USING TELEMEDICINE AND ARTIFICIAL INTELLIGENCE 217679 UT SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD DALLAS TX 75390 NONE PC INFORMING MEDICARE WITH EVIDENCE ON SOCIAL RISK ADJUSTMENT 217672 VIRGINIA COMMONWEALTH UNIVERSITY 910 WEST FRANKLIN STREET RICHMOND VA 232842512 NONE PC READY TO SCALE: DEMONSTRATING THE VALUE OF CROSS-SETTING PALLIATIVE CARE 240119 MICHIGAN STATE UNIVERSITY 220 TROWBRIDGE RD EAST LANSING MI 48824 NONE PC ORAL CARE IMPROVEMENTS FOR SNF RESIDENTS THROUGH COLLABORATIVE WORKFORCE TRAINING 44915 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 269057 UNIVERSITY OF MASSACHUSETTS BOSTON 100 MORRISSEY BLVD BOSTON MA 02125 NONE PC MEDICAID NURSING HOME REIMBURSEMENT, STAFFING, AND QUALITY: A FACILITY-LEVEL ANALYSIS 101622 YALE UNIVERSITY POBOX 208234 NEW HAVEN CT 06520 NONE PC INVESTIGATING MODIFIABLE DETERMINANTS OF POST-DISASTER OUTCOMES FOR RURAL NURSING HOME RESIDENTS 74599 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 167257 DARTMOUTH COLLEGE 207 PARKHURST HALL HANOVER NH 03755 NONE PC OPPORTUNITY AWARD: PREVENTING AND IMPROVING CLINICAL ENCOUNTERS SYMPOSIA GRANT 70510 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 47813 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 132158 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 121494 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 123818 RAND 1776 MAIN STREET SANTA MONICA CA 904013208 NONE PC ANOTHER LOOK-INCENTIVIZING CARE FOR PEOPLE WITH OPIOID USE DISORDER IN SKILLED NURSING FACILITIES 151220 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 272839 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 258135 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 246520 EMORY UNIVERSITY 201 DOWMAN DRIVE ATLANTA GA 30322 NONE PC GVP-OPTIMIZING VALUE AND OUTCOMES OF PALLIATIVE RADIATION FOR BONE METASTASIS 275000 3635071 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 320000 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 161651 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 138261 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 120567 RAND 1776 MAIN STREET SANTA MONICA CA 904013208 NONE PC ANOTHER LOOK-INCENTIVIZING CARE FOR PEOPLE WITH OPIOID USE DISORDER IN SKILLED NURSING FACILITIES 133780 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 131406 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 276359 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 257387 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 252331 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 280943 EMORY UNIVERSITY 201 DOWMAN DRIVE ATLANTA GA 30322 NONE PC GVP-OPTIMIZING VALUE AND OUTCOMES OF PALLIATIVE RADIATION FOR BONE METASTASIS 275000 2347685 14 2628882 18 2781999 0 5410881 0 5410881 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 58500 0 0 58500 COMPENSATION EXPLANATION PART VII LINE 1 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. FIXED INCOME 22770109 23030513 EQUITY 45529398 61513603 OTHER INVESTMENTS AT COST 9745453 10573895 TELEPHONE EQUIPMENT 2430 2430 0 FILING CABINET METAL (6) 1280 1280 0 CREDENZA 1026 1026 0 CONFERENCE CHAIRS (16) 5280 5280 0 CONFERENCE TABLE (6) 4362 4362 0 BOOKCASE - 28" WIDE 40 40 0 L-SHAPED DESK 756 756 0 ERGON SWIVEL CHAIRS (3) 1860 1860 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) 3124 3124 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 1372 1372 0 CHAIR - GUEST (5) 1280 1280 0 WOOD BOOKCASE - 49" X 29" 450 450 0 WOOD BOOKCASE - 3' X 4' 270 270 0 2-SEAT SETTEE 2415 2415 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 3999 3999 0 DELL 19" FLAT PANEL MONITOR 195 195 0 3 HP PROBOOK 4540S LAPTOP 2455 2455 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 1019 1019 0 OIL PORTRAIT OF ETHEL DONAGHUE 800 494 306 306 REFRIGERATOR 1301 1301 0 MICROWAVE OVEN 90 90 0 PICTURES 1320 1320 0 PICTURES 132 132 0 PENDANT LAMP (DESIGN WITHIN REACH) 345 345 0 WALL SHELVES (BLU DOT) 299 299 0 IT SERVER 3900 3900 0 DELL LATITUDE 3550 1425 0 1425 1425 COURT FEE - PROBATE ACCOUNTING 3415 0 0 3415 MISCELLANEOUS 69754 0 0 69754 COST BASIS ADJUSTMENTS 470333 INVESMENT FEES 134200 134200 0 0 EXCISE TAX 44500 0 0 0 FOREIGN TAXES 48866 48866 0 0 PAYROLL TAXES 19243 0 0 19243