RICHARD K AND NANCY L DONAHUE CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD K AND NANCY L DONAHUE CHARITABLE FOUNDATION (EIN 04-3133049)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-03-07
- IRS object ID
- 202240669349101204
- Schema version
- 2021v4.0
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-07T12:53:44-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 853792998 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAWSON AND SOUTER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 FREE STREET SUITE 302 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043133049 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD K & NANCY L DONAHUE | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 2078839813 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 BELMONT AVENUE | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01852 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY L DONAHUE | PersonNm |
| Person Title | TRUSTEE AS NEEDED | PersonTitleTxt |
| Signature | 2022-02-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NANCY | PersonFirstNm |
| Person Last | DONAHUE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN W DAWSON | PreparerPersonNm |
| PTIN | P01515981 | PTIN |
| Phone | 2076133700 | PhoneNum |
| Preparation | 2022-02-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,649,734 | 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 | $4,045,418 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $913 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $913 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $60,696 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,696 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,587,674 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,152,578 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,587,674 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,694,701 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,649,283 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $19,676 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,500 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,176 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,050 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,050 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $660 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $660 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $31,386 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,210 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,176 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,034,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,034,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,065,386 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,210 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,050,176 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,629,315 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,644,073 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,428,607 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,963,614 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,963,614 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,767,938 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,510,805 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,686,120 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,196,545 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,474,419 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,649,734 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,196,545 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,474,419 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,196,545 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,474,419 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,196,545 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,474,419 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,196,545 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,629,315 | ExcessRevenueOverExpensesAmt |
| Other Increases | $60,000 | OtherIncreasesAmt |
| Subtotal | $8,885,860 | SubtotalAmt |
| Other Decreases | $2,411,441 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,474,419 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FEDERATED HRMES TREASURY OBLIGATIONS | P | $830,000 | $830,000 | ||
| MICROSOFT CORP | P | $242,393 | $50,130 | $192,263 | $192,263 |
| NIKE INC | P | $3,881,105 | $1,630,380 | $2,250,725 | $2,250,725 |
| TEXAS PACIFIC LAND CORPORATION | P | $161,846 | $41,074 | $120,772 | $120,772 |
| WASTE MANAGEMENT INC | P | $37,234 | $13,320 | $23,914 | $23,914 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,587,674 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,753 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $36,753 | SubtotalAmt |
| Tax Based On Investment Income | $36,753 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,954 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $39,954 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,201 | OverpaymentAmt |
| Applied To ES Tax | $3,201 | 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 | NANCY L DONAHUE | IndividualWithBooksNm |
| Phone | 2078839813 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 BELMONT AVENUE | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01852 | 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 | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 | 1.00 | $0 | $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 |
| 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 | $4,242,667 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,703,899 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,946,566 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,946,566 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $149,198 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,797,368 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $489,868 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $489,868 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,753 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,753 | TotalTaxAmt |
| Distributable Before Adj | $453,115 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $453,115 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $453,115 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,050,176 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,050,176 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $453,115 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,841,516 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,180,728 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,426,714 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,173,486 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,199,261 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,821,705 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,050,176 | QualifyingDistributionsAmt |
| Applied To Current Year | $453,115 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,597,061 | RemainingDistriFromCorpusAmt |
| Total Corpus | $20,418,766 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,841,516 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,577,250 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,180,728 | ExcessFromYear4Amt |
| Excess From Year3 | $2,426,714 | ExcessFromYear3Amt |
| Excess From Year2 | $3,173,486 | ExcessFromYear2Amt |
| Excess From Year1 | $7,199,261 | ExcessFromYear1Amt |
| Excess From Current Year | $3,597,061 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NANCY L DONAHUE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACRE FAMILY DAY CARE | ||||||||
| 14 KIRK STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $250,000 | |
| ALTERNATIVE HOUSE | ||||||||
| PO BOX 2100 | LOWELL | MA | 01851 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| ARTS LEAGUE OF LOWELL | ||||||||
| 307 MARKET STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $2,000 | |
| BELLESINI ACADEMY | ||||||||
| 94 BRADFORD STREET | LAWRENCE | MA | 01840 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| BOYS AND GIRLS CLUB | ||||||||
| 657 MIDDLESEX STREET | LOWELL | MA | 01851 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| DURKIN FOUNDATION | ||||||||
| 4 TOWER FARM ROAD | BILLERICA | MA | 01821 | NONE | PUBLIC | UNRESTRICTED | $4,000 | |
| GIRLS INC | ||||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | PUBLIC | UNRESTRICTED | $500,000 | 3 |
| HABITAT FOR HUMANITY | ||||||||
| 68 TADMUCK ROAD | WESTFORD | MA | 01886 | NONE | PUBLIC | UNRESTRICTED | $100,000 | UNIT1 |
| HOUSE OF HOPE | ||||||||
| 18 MERRIMACK STREET | LOWELL | MA | 01854 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| IMMACULATE CONCEPTION | ||||||||
| 3 FAYETTE STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $150,000 | |
| IRONSTONE FARM | ||||||||
| 450 LOWELL STREET | ANDOVER | MA | 01810 | NONE | PUBLIC | UNRESTRICTED | $20,000 | |
| JFK LIBRARY | ||||||||
| COLUMBIA POINT | BOSTON | MA | 02125 | NONE | PUBLIC | UNRESTRICTED | $250,000 | |
| LASELL UNIVERSITY | ||||||||
| 1844 COMMONWEALTH AVENUE | NEWTON | MA | 02466 | NONE | PUBLIC | UNRESTRICTED | $30,000 | |
| LOWELL CHAMBER ORCHESTRA | ||||||||
| 100 MERRIMACK STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| LOWELL COMMUNITY HEALTH CENTER | ||||||||
| 161 JACKSON STREET | LOWELL | MA | 01854 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| LOWELL HOUSE STABILIZATION | ||||||||
| 101 JACKSON STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $50,000 | 4TH FLOOR |
| LOWELL PARKS & CONSERVATION | ||||||||
| 660 SUFFOLK STREET | LOWELL | MA | 01854 | NONE | PUBLIC | UNRESTRICTED | $100,000 | UNIT 120 |
| LOWELL TELEVISION COMMUNITY | ||||||||
| 246 MARKET STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| LOWELL TRANSITIONAL LIVING | ||||||||
| 193 MIDDLESEX STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| MASSACHUSETTS HUMANITIES | ||||||||
| 66 BRIDGE STREET | NORTHHAMPTON | MA | 01060 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| MEGAN'S HOUSE | ||||||||
| 32 BERRY ROAD | LOWELL | MA | 01854 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| MERRIMACK REPERTORY THEATRE | ||||||||
| 132 WARREN STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $156,000 | |
| MERRIMACK VALLEY FOOD BANK | ||||||||
| 735 BROADWAY STREET | LOWELL | MA | 01853 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| MERRIMACK VALLEY HOUSING | ||||||||
| PO BOX 1042 | LOWELL | MA | 018531042 | NONE | PUBLIC | UNRESTRICTED | $50,000 | |
| NEQM | ||||||||
| 18 SHATTUCK STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| REFUGE | ||||||||
| 122 WESTERN AVE | LOWELL | MA | 01851 | NONE | PUBLIC | UNRESTRICTED | $10,000 | A110 |
| STRONGWATER FARM | ||||||||
| 500 LIVINGSTON STREET | TEWKSBURY | MA | 01876 | NONE | PUBLIC | UNRESTRICTED | $15,000 | |
| UNITED WAY OF MASS BAY | ||||||||
| 51 SLEEPER STREET | BOSTON | MA | 02210 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| UNIVERSITY OF MASSACHUSETTS | ||||||||
| ONE UNIVERSITY AVENUE | LOWELL | MA | 01854 | NONE | PUBLIC | UNRESTRICTED | $2,000,000 | |
| WBUR RADIO | ||||||||
| 890 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PUBLIC | UNRESTRICTED | $25,000 | THIRD FLOOR |
| WGBH RADIO | ||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| WHISTLER HOUSE MUSEUM | ||||||||
| 243 WORTHEN STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICED | $1,000 | |
| WHO WHAT WHY RUSS BAKER | ||||||||
| PO BOX 1103 | NEW YORK | NY | 10276 | NONE | PUBLIC | UNRESTRICTED | $150,000 | |
| WOMEN WORKING WONDERS | ||||||||
| 100 MERRIMACK STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $5,000 | 202 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,034,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $913 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,696 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,587,674 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,649,283 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,649,283 | 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 | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | NANCY L DONAHUE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 BELMONT AVENUE | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,045,418 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 29,064 SHS NIKE INC. | NoncashPropertyDesc |
| Fair Market Value | $4,045,418 | FairMarketValueAmt |
| Received | 2021-03-19 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC - 1000 SHS | $56,380 | $135,400 |
| AIR PRODUCTS & CHEMICALS INC-300 SHS | $81,784 | $91,278 |
| ARCHER-DANIELS-MIDLAND CO - 1200 SHS | $69,213 | $81,108 |
| BECTON DICKINSON & CO - 500 SHS | $77,955 | $125,740 |
| BOEING CO - 750 SH | $109,170 | $150,990 |
| CHEVRON CORPORATION - 1000 SHS | $108,751 | $117,350 |
| CME GROUP INC - 500 SHS | $87,581 | $114,230 |
| CONOCO PHILLIPS - 1000 SHS | $76,932 | $72,180 |
| ENTERPRISE BANCORP - 3251 SHS | $76,724 | $146,035 |
| FISERV INC - 1000 SHS | $109,510 | $103,790 |
| HOME DEPOT - 500 SH | $21,682 | $207,505 |
| INT'L BUSINESS MACHINE CORP- 800 SHS | $106,738 | $106,928 |
| INTERCONTINENTAL EXCHANGE - 1300 SHS | $122,210 | $177,801 |
| JP MORGAN CHASE - 1500 SH | $99,420 | $237,525 |
| KYNDRYL HOLDINGS INC - 160 SHS | $4,680 | $2,896 |
| LOCKHEED MARTIN CORP - 200 SHS | $76,343 | $71,082 |
| MARRIOTT INTERNATIONAL - 1000 SHS | $98,330 | $165,240 |
| MGIC INVESTMENTS CORP - 5000 SHS | $40,030 | $72,100 |
| MICROSOFT CORP - 600 SHS | $33,420 | $201,792 |
| NESTLE SA - 1000 SH | $73,860 | $139,867 |
| NIKE INC - 7064 SH | $397,138 | $1,177,357 |
| ORACLE CORP - 1000 SHS | $67,286 | $87,210 |
| PAYPAL HOLDINGS INC - 500 SHS | $104,150 | $94,290 |
| RIO TINTO PLC - 600 SHS | $47,949 | $40,164 |
| TEX PAC LAND TR - 280 SHS | $174,119 | $349,684 |
| TJX COMPANIES - 1000 SHS | $67,925 | $75,920 |
| UNITED PARCEL SERVICE - 1200 SHS | $94,885 | $257,208 |
| WASTE MGMT INC - 500 SHS | $26,640 | $83,450 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON DONATED SECURITIES RECEIVED | Desc |
| Amt | $2,411,441 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ANNUAL REPORT FEES | $500 | $500 |
| BANK FEES | $160 | $160 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MA COMMUNITY INVESTMENT TAX CREDIT | Desc |
| Amt | $60,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX & FINL ACCTING SERVICES | CategoryTxt |
| Amt | $19,676 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,176 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES WITHHELD | $1,050 | $1,050 |
| EXCISE TAXES | $10,000 |
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