RICHARD K AND NANCY L DONAHUE CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD K AND NANCY L DONAHUE CHARITABLE FOUNDATION (EIN 04-3133049)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-03-05
- IRS object ID
- 202110649349100301
- Schema version
- 2020v4.0
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-05T07:48:56-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-03-01 | 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 | 2021-03-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $7,755,473 | 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 | $3,638,865 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $54 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $54 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $92,780 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $92,780 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$162,414 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $216,614 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $18,419 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $3,587,704 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $92,834 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $19,104 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,500 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,604 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $969 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $969 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $722 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $722 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $25,795 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,191 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,604 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,679,761 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,679,761 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,705,556 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,191 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,695,365 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,117,852 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $82,643 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $331,603 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,428,607 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,428,607 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,856,097 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,767,938 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,326,866 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $8,116,317 | OtherInvestmentsBOYAmt |
| Other Assets BOY | $10,451 | OtherAssetsBOYAmt |
| Total Assets BOY | $10,314,468 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,196,545 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,755,473 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $10,314,468 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,196,545 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,314,468 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,196,545 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,314,468 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,196,545 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,314,468 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,117,852 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,051,212 | OtherIncreasesAmt |
| Subtotal | $8,247,828 | SubtotalAmt |
| Other Decreases | $2,051,283 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,196,545 | 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 |
|---|---|---|---|---|---|
| AMERICAN INTERNATIONAL GROUP INC | P | $87,285 | $168,308 | -$81,023 | -$81,023 |
| FEDERATED HRMES TREASURY OBL | P | $100,000 | $100,000 | ||
| SCHLUMBERGER LTD | P | $29,329 | $110,720 | -$81,391 | -$81,391 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$162,414 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,149 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,149 | SubtotalAmt |
| Tax Based On Investment Income | $1,149 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,103 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $31,103 | TotalPaymentsAndCreditsAmt |
| Overpayment | $29,954 | OverpaymentAmt |
| Applied To ES Tax | $29,954 | 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 | $5,000 | $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 | $2,765,613 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,330,889 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,096,502 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,096,502 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $151,448 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,945,054 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $497,253 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $497,253 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,149 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,149 | TotalTaxAmt |
| Distributable Before Adj | $496,104 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $496,104 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $496,104 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,695,365 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $7,695,365 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $7,695,365 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $496,104 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,631,074 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,841,516 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,180,728 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,426,714 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,173,486 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,253,518 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,695,365 | QualifyingDistributionsAmt |
| Applied To Current Year | $496,104 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,199,261 | RemainingDistriFromCorpusAmt |
| Total Corpus | $18,452,779 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,631,074 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,821,705 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,841,516 | ExcessFromYear4Amt |
| Excess From Year3 | $1,180,728 | ExcessFromYear3Amt |
| Excess From Year2 | $2,426,714 | ExcessFromYear2Amt |
| Excess From Year1 | $3,173,486 | ExcessFromYear1Amt |
| Excess From Current Year | $7,199,261 | 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 (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ASIAN AMERICAN COMMISSION | ||||||||
| ONE ASHBURTON PLACE | 12TH FLOOR | BOSTON | MA | 02108 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| BOYS AND GIRLS CLUB | ||||||||
| 657 MIDDLESEX STREET | LOWELL | MA | 01851 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| GIRLS INC | ||||||||
| 120 WALL STREET | 3 | NEW YORK | NY | 10005 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| GREATER LOWELL COMMUNITY FOUNDATION | ||||||||
| 100 MERRIMACK STREET | SUITE 202 | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $840,000 |
| IRONSTONE FARM GALA | ||||||||
| 450 LOWELL STREET | ANDOVER | MA | 01810 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| 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 COMMUNITY CHARTER SCHOOL | ||||||||
| 206 JACKSON STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| LOWELL COMMUNITY HEALTH CENTER | ||||||||
| 161 JACKSON STREET | LOWELL | MA | 01854 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| LOWELL PARKS & CONSERVATION | ||||||||
| 660 SUFFOLK STREET | UNIT 120 | LOWELL | MA | 01854 | NONE | PUBLIC | UNRESTRICTED | $2,500 |
| LOWELL SUMMER MUSIC FESTIVAL | ||||||||
| 67 KIRK STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| MASSACHUSETTS DOWN SYNDROME CONGRES | ||||||||
| 20 BURLINGTON MALL ROAD | SUITE 261 | BURLINGTON | MA | 01803 | NONE | PUBLIC | UNRESTRICTED | $101,022 |
| MASSACHUSETTS DOWN SYNDROME CONGRES | ||||||||
| 20 BURLINGTON MALL ROAD | SUITE 261 | BURLINGTON | MA | 01803 | NONE | PUBLIC | UNRESTRICTED | $50,000 |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 125 NASHUA STREET | SUITE 540 | BOSTON | MA | 021141101 | NONE | PUBLIC | UNRESTRICTED | $100,000 |
| 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 COMMUNITY COLLEGE GALA | ||||||||
| 315 TURNPIKE STREET | NORTH ANDOVER | MA | 01845 | NONE | PUBLIC | UNRESTRICTED | $15,000 | |
| MERRIMACK REPERTORY THEATRE | ||||||||
| 132 WARREN STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $295,000 | |
| MERRIMACK VALLEY HOUSING | ||||||||
| PO BOX 1042 | LOWELL | MA | 018531042 | NONE | PUBLIC | UNRESTRICTED | $35,000 | |
| MILL CITY GROWS | ||||||||
| 650 SUFFOLK STREET | SUITE G10 | LOWELL | MA | 01854 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| PHILANTHROPY MA | ||||||||
| 133 FEDERAL STREET | SUITE 802 | BOSTON | MA | 02110 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| RAISING A READER MASSACHUSETTS | ||||||||
| 9B HAMILTON PLACE | 3RD FLOOR | BOSTON | MA | 02108 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| STRONGWATER FARM | ||||||||
| 500 LIVINGSTON STREET | TEWKSBURY | MA | 01876 | NONE | PUBLIC | UNRESTRICTED | $20,000 | |
| UNITED TEEN EQUALITY CENTER | ||||||||
| 34 HURD STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $1,010,739 | |
| UNITED TEEN EQUALITY CENTER | ||||||||
| 34 HURD STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $500,000 | |
| UNITED WAY OF MASS BAY | ||||||||
| 51 SLEEPER STREET | BOSTON | MA | 02210 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| UNIVERSITY OF MASSACHUSETTS | ||||||||
| ONE UNIVERSITY AVENUE | LOWELL | MA | 01854 | NONE | PUBLIC | UNRESTRICTED | $125,000 | |
| WBUR RADIO | ||||||||
| 890 COMMONWEALTH AVENUE | THIRD FLOOR | BOSTON | MA | 02215 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| 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 | $2,527,104 | |
| WHISTLER HOUSE MUSEUM | ||||||||
| 243 WORTHEN STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICED | $1,512,896 | |
| WHO WHAT WHY RUSS BAKER | ||||||||
| PO BOX 1103 | NEW YORK | NY | 10276 | NONE | PUBLIC | UNRESTRICTED | $75,000 | |
| WOMEN WORKING WONDERS | ||||||||
| 100 MERRIMACK STREET | 202 | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,679,761 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92,780 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$162,414 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS OTHER INCOME | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $18,419 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$51,161 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$51,161 | 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 | $3,638,865 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 28,240 SHS NIKE INC. | NoncashPropertyDesc |
| Fair Market Value | $3,638,865 | FairMarketValueAmt |
| Received | 2020-10-06 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC - 1000 SHS | $56,380 | $107,150 |
| AMERICAN INT'L GROUP INC. - 3000 SHS | ||
| BECTON DICKINSON & CO - 500 SHS | $77,955 | $125,110 |
| BOEING CO - 750 SH | $109,170 | $160,545 |
| CHEVRON CORPORATION - 500 SHS | $54,641 | $42,225 |
| CME GROUP INC - 500 SHS | $87,581 | $91,025 |
| ENTERPRISE BANCORP - 3251 SHS | $76,724 | $83,063 |
| HOME DEPOT - 500 SH | $21,682 | $132,810 |
| INT'L BUSINESS MACHINE CORP- 500 SHS | $68,375 | $62,940 |
| INTERCONTINENTAL EXCHANGE - 1300 SHS | $122,210 | $149,877 |
| JP MORGAN CHASE - 1500 SH | $99,420 | $190,605 |
| MGIC INVESTMENTS CORP - 5000 SHS | $40,030 | $62,750 |
| MICROSOFT CORP - 1500 SHS | $83,550 | $333,630 |
| NESTLE SA - 1000 SH | $73,860 | $117,948 |
| NIKE INC - 7000 SH | $393,540 | $990,290 |
| TEX PAC LAND TR - 350 SHS | $169,645 | $254,450 |
| UNITED PARCEL SERVICE - 1200 SHS | $94,885 | $202,080 |
| WASTE MGMT INC - 750 SHS | $39,960 | $88,448 |
| MARRIOTT INTERNATIONAL - 1000 SHS | $98,330 | $131,920 |
| SCHLUMBERGER LTD - 1600 SHS |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MONEY MKT TREAS OBLIGS - 8,116,316.8 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST & DIVIDENDS IN TRANSIT | Desc |
| BOY Book Value | $10,451 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER CHANGES IN NET ASSETS | $71 |
| UNREALIZED GAINS ON DONATED SECURITIES RECEIVED | $2,051,212 |
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 | $222 | $222 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $18,419 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON DONATED SECURITIES GIVEN | Desc |
| Amt | $2,051,212 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX & FINL ACCTING SERVICES | CategoryTxt |
| Amt | $19,104 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,604 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $969 | Amt |
| Net Investment Income | $969 | NetInvestmentIncomeAmt |
Comments