JOSEPH P DONAHUE CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH P DONAHUE CHARITABLE FOUNDATION (EIN 04-3244143)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-05
- IRS object ID
- 202111259349101516
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-05T11:09:27-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 1115 WESTFORD STREET 3RD FLOOR | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018512701 | 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 | 043244143 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH P DONAHUE CHARITABLE FOUNDAT | BusinessNameLine1Txt |
| 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 JANSON DON 37 BANK STREET | 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 |
| Signature | 2021-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MATTHEW | PersonFirstNm |
| Person Last | DONAHUE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD B DIONNE | PreparerPersonNm |
| PTIN | P00142882 | PTIN |
| Phone | 9784522500 | PhoneNum |
| Preparation | 2021-05-01 | 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 | $4,021,512 | 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 | $97,302 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $97,302 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$129,374 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $915,088 | GrossSalesPriceAmt |
| Total Rev And Expnss | -$32,072 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $97,302 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,500 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $624 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $624 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $31,122 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31,122 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $36,246 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,246 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $257,188 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $257,188 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $293,434 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,246 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $257,188 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$325,506 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $61,056 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $64,247 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,184 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,184 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,401,825 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,106,993 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,328,942 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $599,751 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $599,140 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $634,386 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $24,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $24,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $24,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,089,823 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,764,317 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,021,512 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,089,823 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,764,317 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,089,823 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,764,317 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,089,823 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,764,317 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,089,823 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$325,506 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,764,317 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,764,317 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | P | 2020-12-31 | 2020-12-31 | $269,146 | $325,874 | -$56,728 | -$56,728 |
| PUBLICLY TRADED SECURITIES - LT | P | 2020-12-31 | 2020-12-31 | $645,942 | $718,588 | -$72,646 | -$72,646 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$129,374 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $849 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $849 | SubtotalAmt |
| Tax Based On Investment Income | $849 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,928 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,928 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,079 | OverpaymentAmt |
| Applied To ES Tax | $2,079 | 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 | 21 GEORGE STREET | 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 |
|---|---|---|---|---|---|---|---|---|
| MATTHEW DONAHUE | ||||||||
| 21 GEORGE STREET | LOWELL | MA | 01852 | 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 | ||||||||
| 21 GEORGE STREET | LOWELL | MA | 01852 | TRUSTEE AS N | 000.00 | $0 | $0 | $0 |
| JOSEPH DONAHUE III | ||||||||
| 21 GEORGE STREET | LOWELL | MA | 01852 | 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 | $2,853,855 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,216 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $24,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,927,071 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,927,071 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,906 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,883,165 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $144,158 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $144,158 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $849 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $849 | TotalTaxAmt |
| Distributable Before Adj | $143,309 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $143,309 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $143,309 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $257,188 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $257,188 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $257,188 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $143,309 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $554 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $129,269 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $61,770 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $191,593 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $257,188 | QualifyingDistributionsAmt |
| Applied To Current Year | $143,309 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $113,879 | RemainingDistriFromCorpusAmt |
| Total Corpus | $305,472 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $305,472 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $554 | ExcessFromYear3Amt |
| Excess From Year2 | $129,269 | ExcessFromYear2Amt |
| Excess From Year1 | $61,770 | ExcessFromYear1Amt |
| Excess From Current Year | $113,879 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 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 |
|---|---|---|---|---|---|---|---|---|
| ADAM KEENAN FOUNDATION | ||||||||
| PO BOX 9663 | LOWELL | MA | 01853 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,500 | |
| ALAMEDA COUNTY FOOD BANK | ||||||||
| PO BOX 2599 | OAKAND | CA | 94614 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,000 | |
| ALS ONE | ||||||||
| 8 INDUSTRIAL WAY | WHITMAN | MA | 02382 | NONE | PUBLIC CHARI | UNRESTRICTED | $500 | |
| APPALACHIAN MOUNTAIN CLUB | ||||||||
| 10 CITY SQUARE | BOSTON | MA | 02129 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,000 | |
| BRIDGTON ACADEMY | ||||||||
| PO BOX 292 | NORTH BRIDGTON | ME | 04057 | NONE | PUBLIC CHARI | UNRESTRICTED | $3,000 | |
| BROTHER SULLIVAN FD-ST JOHN'S PREP | ||||||||
| 72 SPRING ST | DANVERS | MA | 01923 | NONE | UNRESTRICTED | $5,000 | ||
| CENTRAL CATHOLIC HIGH SCH | ||||||||
| 300 HAMPSHIRE STREET | LAWRENCE | MA | 01841 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,000 | |
| CHURCH OF THE GOOD SHEPHERD | ||||||||
| 214 MAIN STREET | NASHUA | NH | 03060 | NONE | PUBLIC CHARI | UNRESTRICTED | $2,000 | |
| CLEMMONS FAMILY FARM | ||||||||
| 2213-2122 GREENBUSH ROAD | CHARLOTTE | VT | 05445 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 | |
| EARTHWALK VERMONT | ||||||||
| PO BOX 21 | PLAINFIELD | VT | 05667 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 | |
| EILEEN MCGUIRE DONAHUE LHS | ||||||||
| 100 MERRIMACK ST 202 | LOWELL | MA | 01852 | NONE | UNRESTRICTED | $10,000 | ||
| FRIENDS OF WINOUSKI RIVER INC | ||||||||
| PO BOX 777 | MONTPELIER | VT | 05602 | NONE | PUBLIC CHAR | UNRESTRICTED | $500 | |
| GIRLS INCORPORATED FO GREATER LOWEL | ||||||||
| 220 WORTHEN STREET | LOWELL | MA | 01852 | NONE | PUBLIC CHAR | UNRESTRICTED | $3,000 | |
| GLOBAL COMM INITIATIVES | ||||||||
| 30 COMMON ROAD | WAITSFIELD | VT | 05673 | NONE | PUBLIC CHAR | UNRESTRICTED | $500 | |
| GOLDEN HANDCUFFS REVIEW PUBLICATION | ||||||||
| 1825 NE 58TH STREET | SEATLE | WA | 98105 | NONE | PUBLIC CHAR | UNRESTRICTED | $10,000 | |
| GOOD BEGINNINGS OF CENTRAL | ||||||||
| 174 RIVER STREET | MONTPELIER | VT | 05602 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,000 | |
| GREATER LOWELL COMMUNITY FOUNDATION | ||||||||
| 100 MERRIMACK STREET | LOWELL | MA | 01852 | NONE | PUBLIC CHAR | UNRESTRICTED | $10,000 | |
| GREEN MOUNTAIN CLUB INC | ||||||||
| 4711 WATERBURY-STOWE ROAD | WATERBURY | VT | 05677 | NONE | PUBLIC CHAR | UNRESTRICTED | $500 | |
| GREEN MOUNTAIN MONASTERY | ||||||||
| 420 HILLCREST ROAD | GREENSBORO | VT | 05841 | NONE | PUBLIC CHAR | UNRESTRICTED | $500 | |
| GREENVILLE JUNCTION DEPOT FRIENDS | ||||||||
| PO BOX 16 | GREENVILLE | ME | 04441 | NONE | PUBLIC CHAR | UNRESTRICTED | $5,000 | |
| HORSE AND HEALER | ||||||||
| 82 UNCLES WAY | MARSHFIELD | VT | 05658 | NONE | PUBLIC FOUND | UNRESTRICTED | $1,000 | |
| JACQUE CASSELLA JR MEMORIAL FUND | ||||||||
| 315 MAIN STREET | MIDDLETON | CT | 06457 | NONE | PUBLIC CHAR | UNRESTRICTED | $500 | C/O LIBERTY BANK |
| LAKE CHAMPLAIN LAND TRUST INC | ||||||||
| ONE MAIN STREET SUITE 20 | BURLINGTON | VT | 05401 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 | |
| LOWELL BOYS & GIRLS CLUB | ||||||||
| 657 MIDDLESEX ST | LOWELL | MA | 01851 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,000 | |
| LOWELL BOYS LACROSSE | ||||||||
| PO BOX 8767 | LOWELL | MA | 01853 | NONE | PUBLIC CHAR | UNRESTRICTED | $500 | |
| LOWELL CATHOLIC HIGH SCHOOL | ||||||||
| 530 STEVENS STREET | LOWELL | MA | 01851 | NONE | PUBLIC CHAR | UNRESTRICTED | $50,000 | |
| LOWELL FESTIVAL FOUNDATION FALL FES | ||||||||
| PO BOX 217 | LOWELL | MA | 01852 | NONE | PUBLIC CHAR | UNRESTRICTED | $3,000 | |
| LOWELL GIRLS LACROSSE | ||||||||
| PO BOX 8767 | LOWELL | MA | 01853 | NONE | PUBLIC CHARI | UNRESTRICTED | $500 | |
| LOWELL HUMANE SOCIETY | ||||||||
| 951 BROADWAY STREET | LOWELL | MA | 01854 | NONE | PUBLIC CHAR | UNRESTRICTED | $500 | |
| LOWELL PARKS & CONSERVATION TRUST | ||||||||
| 660 SUFFOLK STREET | LOWELL | MA | 01854 | NONE | PUBLIC CHAR | UNRESTRICTED | $13,000 | |
| MAHOOSUC LAND TRUST INC | ||||||||
| 57 MAIN STREET BOX 981 | BETHEL | ME | 04217 | NONE | PUBLIC CHAR | UNRESTRICTED | $10,000 | |
| MAIN ADAPTIVE SPORTS AND RECREATION | ||||||||
| 8 SUNDANCE LANE | NEWRY | ME | 04261 | NONE | PUBLIC CHAR | UNRESTRICTED | $4,000 | |
| MASS EDUCATION THEATRE GUILD | ||||||||
| PO BOX 2538 | MASSPEE | MA | 02649 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 | |
| MERRIMACK REPERTORY THEATRE | ||||||||
| 132 WARREN STREET | LOWELL | MA | 01852 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,500 | |
| MILL CITY GROWS | ||||||||
| 650 SUFFOLK STREET STE G | LOWELL | MA | 01854 | NONE | PUBLIC CHAR | UNRESTRICTED | $500 | |
| MONTPELIER COMMUNITY GOSPEL CHOIR | ||||||||
| PO BOX 61 | MONTPELIER | VT | 05601 | NONE | PUBLIC CHAR | UNRESTRICTED | $3,000 | |
| MOOSEHEAD MARINE MUSEUM | ||||||||
| PO BOX 1151 | GREENVILLE | ME | 04441 | NONE | PUBLIC CHAR | UNRESTRICTED | $5,000 | |
| 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 | $1,000 | |
| OFF THE PARK PRESS | ||||||||
| 1156 MARTINE AVE | PLAINFIELD | NJ | 07060 | NONE | PUBLIC CHAR | UNRESTRICTED | $15,000 | |
| ORCHARD VALLEY WALDORF SCHOOL | ||||||||
| 2290 VT-14 EAST | MONTPELIER | VT | 05651 | NONE | PUBLIC CHAR | UNRESTRICTED | $30,000 | |
| PIONEER VALLEY POETRY PRODUCTIONS | ||||||||
| 181 SCHOOL STREET | NORTHFIELD | MA | 01360 | NONE | PUBLIC CHAR | UNRESTRICTED | $10,000 | |
| POOR CLARE SISTERS | ||||||||
| 445 RIVER ROAD | NORTH ANDOVER | MA | 01810 | NONE | UNRESTRICTED | $1,000 | ||
| SCRAG MOUNTAIN MUSIC | ||||||||
| 4996 HOLLISTER ROAD | MARSHFIELD | VT | 05658 | NONE | PUBLIC CHAR | UNRESTRICTED | $500 | |
| SELVA OSCURA | ||||||||
| 934 N CALIFORNIA AVE 3 | CHICAGO | IL | 60622 | NONE | PUBLIC CHARI | UNRESTRICTED | $10,000 | |
| THE AUSTIN FUND | ||||||||
| 101 WILLOW STREET | DANVERS | MA | 01923 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 | |
| THE CHELMSFORD COMMUNITY | ||||||||
| 170 DALTON ROAD | CHELMSFORD | MA | 01824 | NONE | PUBLIC CHARI | UNRESTRICTED | $2,000 | |
| THE CRAIG MAXFIELD MEMEMIAL SCHOLAR | ||||||||
| 530 STEVENS STREET | LOWELL | MA | 01851 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 | C/O LOWELL CATHOLIC |
| THE GOOD SMARITAN HAVEN | ||||||||
| 105 N SEMINARY ST | BARRE | VT | 05641 | NONE | UNRESTRICTED | $2,000 | ||
| THE OLD MEETING HOUSE | ||||||||
| 1620 CENTER ROAD | EAST MONTPELIER | VT | 05602 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,000 | |
| THE WHOLE HORSE EXPERIENCE | ||||||||
| PO BOX 127 | NEWRY | ME | 04261 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,000 | |
| UMASS LOWELL FUND | ||||||||
| 1 PERKINS STREET | LOWELL | MA | 01854 | NONE | PUBLIC CHARI | UNRESTRICTED | $8,188 | |
| UNITED TEEN EQUALITY CENTER | ||||||||
| 35 WARREN STREET | LOWELL | MA | 01852 | NONE | PUBLIC CHAR | UNRESTRICTED | $3,000 | |
| WARDORF SCHOOL OF LEXINGTON | ||||||||
| 739 MASSACHUSETTS AVE | LEXINGTON | MA | 02420 | NONE | PUBLIC CHAR | UNRESTRICTED | $3,000 | |
| WATER FOR CAMBODIA A MIDDLETON ROTA | ||||||||
| PO BOX 1121 | BRISTOL | RI | 02809 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,500 | |
| WGDRWGDH CO GODDARD COLLEGE COR | ||||||||
| 123 PITKIN ROAD | PLAINFIELD | VT | 05667 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 | |
| WHITE RIVER PARTNERSHIP | ||||||||
| PO BOX 705 | SOUTH ROYALSTON | VT | 05068 | NONE | UNRESTRICTED | $1,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $257,188 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $97,302 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$129,374 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$32,072 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$32,072 | 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 | $4,500 | Amt |
| Net Investment Income | $4,500 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLY FINANCIAL INC 3.800% DUE 5/15/2 | $100,003 | $98,554 |
| CELGENE CORP. 3.55% DUE 8/15/22 - 75 | $75,178 | $78,273 |
| COMPUTER SCIENCES CORP. 4.45% DUE 9/ | $30,232 | $31,583 |
| FLOWSERVE CORPORATION 4.000% DUE 11/ | $76,285 | $79,398 |
| WALGREEN CO SR 3.100% DUE 9/15/22 - | $24,597 | $26,097 |
| WALGREENS BOOTS ALLIANCE 3.800% DUE | $49,425 | $55,263 |
| WELLPOINT INC. 3.5% DUE 8/15/24 - 50 | $49,620 | $54,862 |
| DOW CHEMICAL CO INT 3.2% DUE 4/15/25 | $95,165 | $99,010 |
| QUALCOMM INC 3.45% DUE 5/20/25 | $98,635 | $111,346 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO - 500 SH | ||
| ABB LTD SPONSORED - 2,000 SH | $54,111 | $55,920 |
| ABBVIE INC - 2,000 SH | $129,100 | $214,300 |
| AMERICAN INTL GROUP INC - 1,500 SH | ||
| BARRETT BUSINESS SERVICE - 1,000 SH | ||
| BOEING CO - 600 SH | $82,024 | $128,436 |
| BP PC SPONS ADR BP - 1,500 SH | ||
| BRISTOL MYERS SQIBB CO - 2,000 SH | $102,660 | $124,060 |
| CATERPILLAR INC - 500 SH | $69,813 | $91,010 |
| CHEVRON CORPORATION - 800 SH | $34,902 | $67,560 |
| CLEAN ENERGY FUELS CORP - 15,000 SH | $43,695 | $117,900 |
| CME GROUP INC - 600 SH | $101,328 | $109,230 |
| DISNEY WALT COMPANY - 500 SH | ||
| EATON CORP PLC - 1,000 SH | $45,005 | $120,140 |
| EMERSON ELECTRIC - 1,000 SH | $68,951 | $80,370 |
| FEDEX CORPORATION - 300 SH | $66,705 | $77,886 |
| FRANCO NEVADA CORP - 900 SH | $109,655 | $112,797 |
| GRAYSCALE BITCOIN TRUST - 3,000 SH | $37,154 | $96,000 |
| IBM - 1,000 SH | $160,429 | $125,880 |
| INTERCONTINENTAL EXCHANGE - 700 SH | $65,649 | $80,703 |
| JPMORGAN CHASE & CO - 1,200 SH | $63,448 | $152,484 |
| KANSAS CITY SOUTHERN - 500 SH | $92,136 | $102,065 |
| KINDER MORGAN ENERGY - 3,010 SH | ||
| LOCKHEED MARTIN CORP - 300 SH | $99,862 | $106,494 |
| MARRIOTT INTERNATIONAL - 500 SH | $52,740 | $65,960 |
| MERCK & CO INC - 1,300 SH | $63,026 | $106,340 |
| NESTLE - 700 SH | $54,087 | $82,564 |
| NIKE - 1,300 SH | $30,092 | $183,911 |
| PAYTHEON TECHNOLOGIES CORP- 1,200 SH | $52,883 | $85,812 |
| PLAINS GP HLDGS LP - 5,000 SH | ||
| QUALCOMM - 1,000 SH | $69,073 | $152,340 |
| SCHLUMBERGER LTD - 1,500 SH | ||
| SELECT ENERGY SERVICES - 7,500 SH | ||
| STARBUCKS CORP - 1,000 SH | $75,436 | $106,980 |
| TEX PAC LAND TR SUB - 350 SH | $130,080 | $254,450 |
| UNITED PARCEL SERVICES - 500 SH | $49,141 | $84,200 |
| UNITED TECHNOLOGIES CORP - 700 SH | ||
| US ECOLOGY INC - 1,500 SH | ||
| WASTE MANAGEMENT INC - 1,000 SH | $41,151 | $117,930 |
| WHEATON PRECIOUS METALS - 3,000 SH | $62,657 | $125,220 |
| WILLIAMS COMPANIES INC - 2,000 SH |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAPESTRY | Desc |
| BOY Book Value | $24,000 | BOYBookValueAmt |
| EOY Book Value | $24,000 | EOYBookValueAmt |
| EOYFMV | $24,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK/INVESTMENT FEES | $31,122 | $31,122 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MOORS & CABOT 2101 - FOREIGN TA | $624 | $624 |
| CERTAIN EXCISE TAX |
Comments