2023-03-21T11:51:36-04:00 2022-12-31 920843814 KELLY DAWSON & SOUTER LLC 22 FREE STREET SUITE 301 PORTLAND ME 041013916 990PF 2022-01-01 043133049 RICHARD K & NANCY L DONAHUE CHARITABLE FOUNDATION RICH 2078839813 52 BELMONT AVENUE LOWELL MA 01852 NANCY L DONAHUE TRUSTEE AS NEEDED 2023-03-06 true NANCY DONAHUE XXX-XX-XXXX false RYAN W DAWSON P01515981 2078797000 2023-03-21 2022 2023-04-26 12:10:37Z X 3581585 X X 161 161 79404 79404 564747 4386224 564747 11005 655317 644312 5000 5000 425 425 20288 3500 16788 11039 1039 648 648 37400 10187 17213 4822500 4822500 4859900 10187 4839713 -4204583 634125 3963614 185399 185399 2510805 2078837 3390586 5600 5600 6474419 2269836 3581585 0 X 6474419 2269836 6474419 2269836 6474419 2269836 6474419 -4204583 2269836 2269836 PUBLICLY TRADED SECURITIES P 4386224 3821477 564747 564747 564747 8814 8814 8814 13201 13201 4387 4387 false false false false false false false true true MA true false false false false true N/A NANCY L DONAHUE 2078839813 52 BELMONT AVENUE LOWELL MA 01852 false false false false false false false false false false false false false false false false false false false false NANCY L DONAHUE 52 BELMONT AVENUE LOWELL MA 01852 TRUSTEE AS N 000.00 0 0 0 DAVID W DONAHUE ONE FEDERAL STREET 19TH FLOOR BOSTON MA 02110 TRUSTEE AS N 000.00 5000 0 0 DANIEL J DONAHUE 52 BELMONT AVENUE LOWELL MA 01852 COMMITTEE ME 000.00 0 0 0 ALICIA DONAHUE 57 FRENCH COURT DUNSTABLE MA 01827 COMMITTEE ME 000.00 0 0 0 NONE NONE N/A 3646910 530670 0 4177580 4177580 62664 4114916 205746 205746 8814 8814 196932 10000 206932 206932 4839713 4839713 206932 1180728 2426714 3173486 7199261 3597061 17577250 4839713 206932 4632781 22210031 0 1180728 21029303 2426714 3173486 7199261 3597061 4632781 NANCY L DONAHUE X CATHOLIC SCHOOLS FOUNDATION 67 BATTERYMARCH STREET BOSTON MA 02110 NONE PUBLIC UNRESTRICTED 5000 D'YOUVILLE SENIOR CARE 981 YARMOUTH AVENUE LOWELL MA 01854 NONE PUBLIC UNRESTRICTED 2500 FREE SOUL ARTS COLLECTIVE 100 MERRIMACK STREET LOWELL MA 01852 NONE PUBLIC UNRESTRICTED 5000 GIRLS INC 120 WALL STREET 3 NEW YORK NY 10005 NONE PUBLIC UNRESTRICTED 20000 GREATER LOWELL COMMUNITY FOUNDATION 100 MERRIMACK STREET SUITE 202 LOWELL MA 01852 NONE PUBLIC UNRESTRICTED 12500 GBH ONE GUEST STREET BOSTON MA 02135 NONE PUBLIC UNRESTRICTED 25000 GMVC & V BUREAU 97 UNIVERSITY AVENUE LOWELL MA 01803 NONE PUBLIC UNRESTRICTED 10000 HOUSE OF HOPE 18 MERRIMACK STREET LOWELL MA 01854 NONE PUBLIC UNRESTRICTED 10000 JFK LIBRARY COLUMBIA POINT BOSTON MA 02125 NONE PUBLIC UNRESTRICTED 250000 LASELL UNIVERSITY 1844 COMMONWEALTH AVENUE NEWTON MA 02466 NONE PUBLIC UNRESTRICTED 530000 LOWELL FESTIVAL FOUNDATION 67 KIRK STREET LOWELL MA 01852 NONE PUBLIC UNRESTRICTED 20000 LOWELL PARKS & CONSERVATION 660 SUFFOLK STREET UNIT 120 LOWELL MA 01854 NONE PUBLIC UNRESTRICTED 2500 LOWELL TRANSITIONAL LIVING 193 MIDDLESEX STREET LOWELL MA 01852 NONE PUBLIC UNRESTRICTED 10000 MASSACHUSETTS DOWN SYNDROME CONGRES 20 BURLINGTON MALL ROAD SUITE 261 BURLINGTON MA 01803 NONE PUBLIC UNRESTRICTED 2500000 MCC FOUNDATION INC PO BOX 8681 LOWELL MA 01853 NONE PUBLIC UNRESTRICTED 30000 MERRIMACK REPERTORY THEATRE 132 WARREN STREET LOWELL MA 01852 NONE PUBLIC UNRESTRICTED 285000 MERRIMACK VALLEY HOUSING PO BOX 1042 LOWELL MA 018531042 NONE PUBLIC UNRESTRICTED 50000 MILL CITY GROWS 650 SUFFOLK STREET SUITE G10 LOWELL MA 01854 NONE PUBLIC UNRESTRICTED 20000 NRWA 592 MAIN ST GROTON MA 01450 NONE PUBLIC UNRESTRICTED 25000 NEQM 18 SHATTUCK STREET LOWELL MA 01852 NONE PUBLIC UNRESTRICTED 25000 PROJECT LEARN 8 KIRK STREET SECOND FLOOR LOWELL MA 01852 NONE PUBLIC UNRESTRICTED 310000 RAISING A READER MASSACHUSETTS 3 SCHOOL STREET BOSTON MA 02108 NONE PUBLIC UNRESTRICTED 5000 STRONGWATER FARM 500 LIVINGSTON STREET TEWKSBURY MA 01876 NONE PUBLIC UNRESTRICTED 25000 UTEC 35 WARREN STREET LOWELL MA 01852 NONE PUBLIC UNRESTRICTED 520000 WBUR RADIO 890 COMMONWEALTH AVENUE THIRD FLOOR BOSTON MA 02215 NONE PUBLIC UNRESTRICTED 25000 WHISTLER HOUSE MUSEUM 243 WORTHEN STREET LOWELL MA 01852 NONE PUBLIC UNRESTRICED 25000 WHO WHAT WHY RUSS BAKER PO BOX 1103 NEW YORK NY 10276 NONE PUBLIC UNRESTRICTED 75000 4822500 14 161 14 79404 18 564747 RECOVERY OF PY GRANT 1 10000 MISCELLANEOUS OTHER INCOME 1 1005 655317 655317 false false false false false false false false false false ABBVIE INC - 700 SHS 39466 113127 AIR PRODUCTS & CHEMICALS INC-300 SHS 81784 92478 APA CORP - 1,500 SHS 64972 70020 ARCHER-DANIELS-MIDLAND CO - 700 SHS 40374 64995 BECTON DICKINSON & CO - 500 SHS 76167 127150 BOEING CO - 750 SH 109170 142868 CHEVRON CORPORATION - 700 SHS 75967 125643 CME GROUP INC - 500 SHS 87581 84080 CONOCO PHILLIPS - 1000 SHS 76932 118000 ENTERPRISE BANCORP - 3251 SHS 76724 114760 FISERV INC - 1000 SHS 109510 101070 HOME DEPOT - 300 SH 13009 94758 INT'L BUSINESS MACHINE CORP- 800 SHS 106738 112712 INTERCONTINENTAL EXCHANGE - 1300 SHS 122210 133367 JP MORGAN CHASE - 900 SH 59652 120690 KYNDRYL HOLDINGS INC LOCKHEED MARTIN CORP - 200 SHS 76343 97298 MARRIOTT INTERNATIONAL MGIC INVESTMENTS MICROSOFT CORP NESTLE SA - 1000 SH 73860 115802 NIKE INC - 4000 SH 224880 468040 ORACLE CORP - 1000 SHS 67286 81740 PAYPAL HOLDINGS INC - 500 SHS 104150 35610 RAYTHEON TECH - 600 SHS 62037 60552 RIO TINTO PLC - 600 SHS 47949 42720 TEX PAC LAND TR - 250 SHS 160551 586058 TJX COMPANIES UNITED PARCEL SERVICE - 1200 SHS 94885 208608 WASTE MGMT INC - 500 SHS 26640 78440 LEGAL FEES 425 425 OTHER ASSETS 5600 5600 EXPENSES ANNUAL REPORT FEES 500 500 BANK FEES 148 148 RECOVERY OF PY GRANT 10000 MISCELLANEOUS OTHER INCOME 1005 TAX & FINL ACCTING SERVICES 20288 3500 16788 FOREIGN TAXES WITHHELD 1039 1039 EXCISE TAXES 10000