JOSEPH P DONAHUE CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH P DONAHUE CHARITABLE FOUNDATION (EIN 04-3244143)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-28
- IRS object ID
- 202521489349100127
- Schema version
- 2024v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-28T15:45:52-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042917204 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANSTISS & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 OMNI WAY STE 201 | AddressLine1Txt |
| City | CHELMSFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018244187 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043244143 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH P DONAHUE CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 9784528902 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O DONAHUE LAW OFCS 6 S PARK ST | AddressLine1Txt |
| City | LEBANON | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03766 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW DONAHUE | PersonNm |
| Person Title | TRUSTEE AS NEEDED | PersonTitleTxt |
| Phone | 9784528902 | PhoneNum |
| Signature | 2025-05-19 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD B DIONNE | PreparerPersonNm |
| PTIN | P00142882 | PTIN |
| Phone | 9784522500 | PhoneNum |
| Preparation | 2025-05-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $5,058,474 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $98,244 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $98,244 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $160,873 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,085,034 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $160,873 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,771 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,771 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $271,888 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $271,888 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,130 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,130 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $47 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $47 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,677 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,677 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $313,375 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $313,375 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $318,052 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,677 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $313,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$46,164 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $267,211 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $36,295 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,186 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,186 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,668,727 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,620,599 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,468,415 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $197,680 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $198,470 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $199,014 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $57,344 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $57,344 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $329,576 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $24,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $24,283 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $24,283 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,984,046 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,937,882 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,058,474 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,984,046 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,937,882 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,984,046 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,937,882 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,984,046 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,937,882 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,984,046 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$46,164 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,937,882 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,937,882 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBICLY TRADED SECURITIES N/C S/T | P | 2024-12-31 | 2024-12-31 | $99,967 | $130,358 | -$30,391 | -$30,391 |
| PUBICLY TRADED SECURITIES COV L/T | P | 2024-12-31 | 2024-12-31 | $561,209 | $342,132 | $219,077 | $219,077 |
| PUBICLY TRADED SECURITIES N/C L/T | P | 2024-12-31 | 2024-12-31 | $423,858 | $451,671 | -$27,813 | -$27,813 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $160,873 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,714 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,714 | SubtotalAmt |
| Tax Based On Investment Income | $3,714 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,800 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,086 | OverpaymentAmt |
| Applied To ES Tax | $2,086 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MATTHEW DONAHUE | IndividualWithBooksNm |
| Phone | 9784528902 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 SO PARK STREET STE 100 | AddressLine1Txt |
| City | LEBANON | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03766 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MATTHEW DONAHUE | |||||||||
| C/O DONAHUE LAW OFFICES PLLC | 6 SOUTH PARK ST STE 100 | LEBANON | NH | 03766 | TRUSTEE AS N | 000.00 | $0 | $0 | $0 |
| DAVID W DONAHUE | |||||||||
| 111 DEVONSHIRE STREET | BOSTON | MA | 02109 | TRUSTEE AS N | 000.00 | $0 | $0 | $0 | |
| JOHN DONAHUE | |||||||||
| C/O DONAHUE LAW OFFICES PLLC | 6 SOUTH PARK ST STE 100 | LEBANON | NH | 03766 | TRUSTEE AS N | 000.00 | $0 | $0 | $0 |
| JOSEPH DONAHUE III | |||||||||
| C/O DONAHUE LAW OFFICES PLLC | 6 SOUTH PARK ST STE 100 | LEBANON | NH | 03766 | TRUSTEE AS N | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,686,646 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $156,315 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $24,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,866,961 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,866,961 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $73,004 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,793,957 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $239,698 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $239,698 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,714 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,714 | TotalTaxAmt |
| Distributable Before Adj | $235,984 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $235,984 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $235,984 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $313,375 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $313,375 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $235,984 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $53,427 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $113,879 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $159,513 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $233,124 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $559,943 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $313,375 | QualifyingDistributionsAmt |
| Applied To Current Year | $235,984 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $77,391 | RemainingDistriFromCorpusAmt |
| Total Corpus | $637,334 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $53,427 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $583,907 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $113,879 | ExcessFromYear4Amt |
| Excess From Year2 | $159,513 | ExcessFromYear2Amt |
| Excess From Year1 | $233,124 | ExcessFromYear1Amt |
| Excess From Current Year | $77,391 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ADAM KEENAN FOUNDATION | |||||||||
| PO BOX 9663 | LOWELL | MA | 01853 | NONE | PUBLIC CHARI | UNRESTRICTED | $2,000 | ||
| ADAM KEENAN MEMORIAL SCHOLARSHIP FU | |||||||||
| 100 MERRIMACK ST 202 | LOWELL | MA | 01852 | NONE | PUBLIC CHARI | UNRESTRICTED | $2,000 | ||
| ALS ONE | |||||||||
| 8 INDUSTRIAL WAY | WHITMAN | MA | 02382 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,000 | ||
| ALAMEDA COUNTY FOOD BANK | |||||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | NONE | PUBLIC CHARI | UNRESTRICTED | $4,000 | ||
| ANOTHER WAY | |||||||||
| PO BOX 506 | MONTPELIER | VT | 05602 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,000 | ||
| APPALACHIAN MOUNTAIN CLUB | |||||||||
| 10 CITY SQUARE | BOSTON | MA | 02129 | NONE | PUBLIC CHARI | UNRESTRICTED | $2,000 | ||
| BRIDGTON ACADEMY | |||||||||
| PO BOX 292 | NORTH BRIDGTON | ME | 04057 | NONE | PUBLIC CHARI | UNRESTRICTED | $6,000 | ||
| BROTHER SULLIVAN FD-ST JOHN'S PREP | |||||||||
| 72 SPRING ST | DANVERS | MA | 01923 | NONE | UNRESTRICTED | $1,000 | |||
| BROTHER SULLIVAN FUND | |||||||||
| 72 SPRING ST | DANVERS | MA | 01923 | NONE | PUBLIC CHARI | UNRESTRICTED | $10,000 | ||
| CAPSTONE VT | |||||||||
| 20 GABLE PLACE | BARRE | VT | 05641 | NONE | PUBLIC CHARI | UNRESTRICTED | $5,000 | ||
| CENTRAL CATHOLIC HIGH SCHOOL | |||||||||
| 300 HAMPSHIRE STREET | LAWRENCE | MA | 01841 | NONE | PUBLIC CHARI | UNRESTRICTED | $6,000 | ||
| CHELMSFORD COMM EXCHANGE | |||||||||
| PO BOX 394 | CHELMSFORD | MA | 01824 | NONE | PUBLIC CHARI | UNRESTRICTED | $5,000 | ||
| CHURCH OF THE GOOD SHEPHERD | |||||||||
| 214 MAIN STREET | NASHUA | NH | 03060 | NONE | PUBLIC CHARI | UNRESTRICTED | $11,000 | ||
| CLEMMONS FAMILY FARM | |||||||||
| 2213-2122 GREENBUSH ROAD | CHARLOTTE | VT | 05445 | NONE | PUBLIC CHAR | UNRESTRICTED | $4,000 | ||
| COMMUNITY ENGAGEMENT LAB | |||||||||
| 41 SUMMER ST | MONTPELIER | VT | 05602 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,000 | ||
| COMMUNITY HARVEST | |||||||||
| 146 LORDROAD | BERLIN | VT | 05602 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,450 | ||
| FRACTURED ATLAS | |||||||||
| 27 POINT DR | AMHERST | MA | 01002 | NONE | PUBLIC CHARI | UNRESTRICTED | $10,000 | C/O ELIOT CARDINAUX | |
| FRIENDS OF WINOUSKI RIVER INC | |||||||||
| PO BOX 777 | MONTPELIER | VT | 05601 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 | ||
| GIRLS INCORPORATED FO GREATER LOWEL | |||||||||
| 220 WORTHEN STREET | LOWELL | MA | 01852 | NONE | PUBLIC CHAR | UNRESTRICTED | $6,000 | ||
| GLOBAL HEALTH INITIATIVES | |||||||||
| 30 COMMON ROAD | WAITSFIELD | VT | 05673 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 | ||
| GOLDEN HANDCUFFS REVIEW | |||||||||
| 14036 23RD PL NE | SEATTLE | WA | 98125 | NONE | PUBLIC CHARI | UNRESTRICTED | $10,000 | ||
| GOOD BEGINNINGS OF CENTRAL | |||||||||
| 174 RIVER STREET | MONTPELIER | VT | 05602 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 | ||
| GREEN MOUNTAIN MONASTERY | |||||||||
| 420 HILLCREST ROAD | GREENSBORO | VT | 05841 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 | ||
| GREEN MOUNTAIN CLUB INC | |||||||||
| 4711 WATERBURY-STOWE ROAD | WATERBURY | VT | 05677 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,000 | ||
| GREENVILLE JUNCTION DEPOT FRIENDS | |||||||||
| PO BOX 16 | GREENVILLE | ME | 04441 | NONE | PUBLIC CHAR | UNRESTRICTED | $6,000 | ||
| IMMACULATE CONCEPTION SCHOOL | |||||||||
| 218 EAST MERRIMACK ST | LOWELL | MA | 01852 | NONE | UNRESTRICTED | $1,000 | |||
| IMMACULATE CONCEPTION CHURCH | |||||||||
| 5 FAYETTE STREET | LOWELL | MA | 01852 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,000 | ||
| JUNGLEKEEPERS | |||||||||
| 21701 STEVENS CREEK BLVD | CUPERTINO | CA | 95015 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,000 | UNIT 1753 | |
| LAKE CHAMPLAIN LAND TRUST INC | |||||||||
| ONE MAIN STREET SUITE 20 | BURLINGTON | VT | 05401 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,000 | ||
| LEWIS CREEK ASSOCIATION | |||||||||
| PO BOX 313 | CHARLOTTE | VT | 05446 | NONE | UNRESTRICTED | $1,000 | |||
| LOWELL BOYS & GIRLS CLUB | |||||||||
| 657 MIDDLESEX ST | LOWELL | MA | 01851 | NONE | PUBLIC CHARI | UNRESTRICTED | $4,000 | ||
| LOWELL CATHOLIC HIGH SCHOOL | |||||||||
| 530 STEVENS STREET | LOWELL | MA | 01851 | NONE | PUBLIC CHAR | UNRESTRICTED | $5,000 | ||
| LOWELL FESTIVAL FOUNDATION FALL FES | |||||||||
| PO BOX 217 | LOWELL | MA | 01852 | NONE | PUBLIC CHAR | UNRESTRICTED | $8,000 | ||
| LOWELL HUMANE SOCIETY | |||||||||
| 951 BROADWAY STREET | LOWELL | MA | 01854 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,000 | ||
| LITTER KREWE CORP | |||||||||
| 120 CALEB STREET | LOWELL | MA | 01851 | NONE | PUBLIC CHARI | UNRESTRICTED | $6,000 | ||
| LOWELL PARKS & CONSERVATION TRUST | |||||||||
| PO BOX 7162 | LOWELL | MA | 01852 | NONE | PUBLIC CHAR | UNRESTRICTED | $30,000 | ||
| MAHOOSUC LAND TRUST INC | |||||||||
| 57 MAIN STREET BOX 981 | BETHEL | ME | 04217 | NONE | PUBLIC CHAR | UNRESTRICTED | $6,000 | ||
| MAINE ADAPTIVE SPORTS AND REC | |||||||||
| 8 SUNDANCE LANE | NEWRY | ME | 04261 | NONE | PUBLIC CHAR | UNRESTRICTED | $5,000 | ||
| MERRIMACK VALLEY FOOD BANK INC | |||||||||
| PO BOX 2041 | LOWELL | MA | 01851 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,000 | ||
| MILL CITY GROWS | |||||||||
| 650 SUFFOLK STREET STE G | LOWELL | MA | 01854 | NONE | PUBLIC CHAR | UNRESTRICTED | $3,000 | ||
| MONTPELIER COMMUNITY GOSPEL CHOIR | |||||||||
| PO BOX 61 | MONTPELIER | VT | 05601 | NONE | PUBLIC CHAR | UNRESTRICTED | $5,000 | ||
| MOOSEHEAD MARINE MUSEUM | |||||||||
| PO BOX 1141 | GREENVILLE | ME | 04441 | NONE | PUBLIC CHAR | UNRESTRICTED | $5,000 | ||
| MUSTARD SEED COMMUNITY | |||||||||
| 29 JAMES AVE | MEDFIELD | MA | 02052 | NONE | PUBLIC CHARI | UNRESTRICTED | $2,000 | ||
| NATURAL RESOURCES COUNCIL OF MAINE | |||||||||
| 3 WADE STREET | AUGUSTA | ME | 04330 | NONE | PUBLIC CHAR | UNRESTRICTED | $5,000 | ||
| NORTHERN STAGE | |||||||||
| 74 GATE STREET | WHITE RIVER JUNCTION | VT | 05001 | NONE | PUBLIC CHARI | UNRESTRICTED | $2,000 | ||
| NOISE POLLUTION CLEARINGHOUSE | |||||||||
| PO BOX 1137 | MONTPLIER | VT | 05602 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,000 | ||
| NORTHWOOD MUSIC COLLABORATIVE | |||||||||
| PO BOX 25 | AMASA | MI | 49903 | NONE | UNRESTRICTED | $3,000 | |||
| NOTRE DAME ACADEMY | |||||||||
| 180 MIDDLESEX ROAD | TYNGSBORO | MA | 01879 | NONE | UNRESTRICTED | $1,000 | |||
| OFF THE PARK PRESS | |||||||||
| 976 KENSINGTON AVE | PLAINFIELD | NJ | 07060 | NONE | PUBLIC CHAR | UNRESTRICTED | $26,425 | ||
| ORCHARD VALLEY WALDORF SCHOOL | |||||||||
| 2290 VT-14 EAST | MONTPELIER | VT | 05651 | NONE | PUBLIC CHAR | UNRESTRICTED | $25,000 | ||
| PLAINFIELD ARTS | |||||||||
| PO BOX 120 | PLAINFIELD | VT | 05667 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,000 | ||
| POOR CLARE SISTERS | |||||||||
| 445 RIVER ROAD | NORTH ANDOVER | MA | 01810 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,000 | ||
| PREVENT CHILD ABUSE VT | |||||||||
| PO BOX 829 | MONTPELIER | VT | 05601 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,000 | ||
| RURAL VERMONT | |||||||||
| 46 EAST STATE ST | MONTPELIER | VT | 05602 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,000 | ||
| SCRAG MOUNTAIN MUSIC | |||||||||
| 4996 HOLLISTER ROAD | MARSHFIELD | VT | 05658 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,000 | ||
| SELVA OSCURA | |||||||||
| 934 N CALIFORNIA AVE 3 | CHICAGO | IL | 60622 | NONE | PUBLIC CHARI | UNRESTRICTED | $25,000 | ||
| SHELBURNE FARMS | |||||||||
| 1611 HARBOR ROAD | SHELBURNE | VT | 05482 | NONE | UNRESTRICTED | $1,000 | |||
| SPECTRUM YOUTH & FAMILY SERVICES | |||||||||
| 31 ELMWOOD AVE | BURLINGTON | VT | 05401 | NONE | PUBLIC CHARI | UNRESTRICTED | $3,000 | ||
| THE CRAIG MAXFIELD MEM S | |||||||||
| 530 STEVENS STREET | LOWELL | MA | 01851 | NONE | PUBLIC CHARI | UNRESTRICTED | $2,000 | ||
| THE GOOD SMARITAN HAVEN | |||||||||
| PO BOX 1104 | BARRE | VT | 05641 | NONE | PUBLIC CHARI | UNRESTRICTED | $3,000 | ||
| THE OLD MEETING HOUSE | |||||||||
| 1620 CENTER ROAD | EAST MONTPELIER | VT | 05602 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,000 | ||
| UPPER VALLEY HAVEN | |||||||||
| 713 HARTFORD AVE | WHITE RIVER JUNCTION | VT | 05001 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,000 | ||
| UPPER VALLEY LAND TRUST | |||||||||
| 19 BUCK ROAD | HANOVER | NH | 03755 | NONE | UNRESTRICTED | $1,000 | |||
| VERMONT ARTS COUNCIL | |||||||||
| 136 STATE STREET | MONTPELIER | VT | 05633 | NONE | UNRESTRICTED | $1,000 | |||
| VERMONT PUBLIC RADIO | |||||||||
| 365 TROY AVENUE | COLCHESTER | VT | 05446 | NONE | UNRESTRICTED | $1,000 | |||
| WALDORF SCHOOL OF LEXINGTON | |||||||||
| 739 MASSACHUSETTS AVE | LEXINGTON | MA | 02420 | NONE | UNRESTRICTED | $6,000 | |||
| WATER FOR CAMBODIA | |||||||||
| PO BOX 1121 | BRISTOL | RI | 02809 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,500 | ||
| WHITE RIVER PARTNERSHIP | |||||||||
| 4266 VT ROUTE 14 | SOUTH ROYALSTON | VT | 05068 | NONE | PUBLIC CHARI | UNRESTRICTED | $7,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $313,375 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $98,244 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $12,771 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $160,873 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $271,888 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $271,888 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP & EM DONAHUE CRT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | CRT | OrganizationTypeDesc |
| Relationship Description | COMMON TRUSTEES | RelationshipDescriptionTxt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WALGREENS BOOTS ALLIANCE 3.800% DUE | ||
| ELEVANCE HEALTH 3.5% DUE 8/15/24 | ||
| QUALCOMM INC 3.45% DUE 5/20/25 | $98,635 | $99,592 |
| FED FARM CRED BANK 5.36% DUE 12/4/34 | $99,835 | $99,422 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC - 1,000 SH | $83,985 | $177,700 |
| AIR PRODUCTS & CHEMICALS - 600 SH | $170,702 | $174,024 |
| ARCHER-DANIELS MIDLAND - 1,000 SH | ||
| APA CORP - 3,700 SH | ||
| BOEING CO - 500 SH | $78,415 | $88,500 |
| BRISTOL MYERS SQIBB CO - 1,000 SH | ||
| CANADIAN PAC KC LTD - 1,000 SH | $80,425 | $72,370 |
| CATERPILLAR INC - 500 SH | $69,813 | $181,380 |
| CHEVRON CORPORATION - 500 SH | $25,035 | $72,420 |
| CLEAN ENERGY FUELS CORP - 25,000 SH | $101,487 | $62,750 |
| CME GROUP INC - 600 SH | $101,328 | $139,338 |
| CONOCOPHILLIPS - 1,000 SH | $83,489 | $99,170 |
| CORE LABARATORIES INC - 2,000 SH | $47,650 | $34,620 |
| DEVON ENERGY CORPORATION - 1,000 SH | ||
| FISERV INC - 400 SH | $43,975 | $82,168 |
| FLUENCE ENERGY INC - 2,000 SH | $37,107 | $31,760 |
| FRANCO NEVADA CORP - 1,300 SH | $153,030 | $152,867 |
| FREEPORT MCMORAN INC - 2,0002 SH | $60,116 | $76,160 |
| GEOSPACE TECHNOLOGIES - 6,000 SH | $56,914 | $60,120 |
| HOWMET AEROSPACE INC - 500 SH | $50,057 | $54,685 |
| INTEL CORP - 2,500 SH | ||
| INTERCONTINENTAL EXCHANGE - 700 SH | $65,649 | $104,307 |
| IBM - 300 SH | $38,529 | $65,949 |
| JPMORGAN CHASE & CO - 500 SH | $26,437 | $119,855 |
| LANDBRIDGE COMPANY LLC | $121,494 | $193,800 |
| LOCKHEED MARTIN CORP - 200 SH | $67,230 | $97,188 |
| MERCK & CO INC - 1,000 SH | $46,169 | $99,480 |
| MESABI TRUST CBI - 9.500 SH | $190,804 | $267,045 |
| NESTLE - 1,250 SH | $113,528 | $103,283 |
| NIKE - 400 SH | ||
| ORACLE CORP - 1,000 SH | $75,170 | $166,640 |
| RIO TINTO PLC - 2,000 SH | ||
| SCHLUMBERGER LTD - 2,000 SH | $79,359 | $76,680 |
| STARBUCKS CORP - 1,000 SH | ||
| TECHNIPFMC PLC - 3,500 SH | ||
| TEXAS PACIFIC LAND CORP - 800 SH | $103,556 | $884,768 |
| TJX COMPANIES INC - 900 SH | $61,389 | $108,729 |
| TRANSOCEAN LTD - 5,000 SH | $26,708 | $18,750 |
| UNION PACIFIC CORP - 600 SH | $130,296 | $136,824 |
| UNITED PARCEL SERVICES - 750 SH | $81,003 | $94,575 |
| WASTE MANAGEMENT INC - 1,000 SH | $87,095 | $201,790 |
| WHEATON PRECIOUS METALS - 3,000 SH | $62,655 | $168,720 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GRAYSCALE BITCOIN MINI TRUS - 800 SH | AT COST | $5,734 | $33,496 |
| GRAYSCALE BITCOIN TRUST - 4,000 SH | AT COST | $51,610 | $296,080 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TAPESTRY | $24,000 | $24,000 | $24,000 |
| ACCRUED INTEREST RECEIVABLE | $283 | $283 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK/INVESTMENT FEES | $47 | $47 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ROYALTY INCOME | $11,160 | $11,160 |
| OTHER INVESTMENT INCOME | $1,611 | $1,611 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID (INVESTMENTS) | $1,124 | $1,124 |
| INCOME TAX ON INVESTMENT INCOME | $6 | $6 |
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