JOSEPH P DONAHUE CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH P DONAHUE CHARITABLE FOUNDATION (EIN 04-3244143)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-15
- IRS object ID
- 202001679349100520
- Schema version
- 2019v5.0
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-15T13:03:57-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 21 GEORGE STREET | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01852 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW DONAHUE | PersonNm |
| Person Title | TRUSTEE AS NEEDED | PersonTitleTxt |
| Signature | 2020-06-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD B DIONNE | PreparerPersonNm |
| PTIN | P00142882 | PTIN |
| Phone | 9784522500 | PhoneNum |
| Preparation | 2020-06-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $4,050,885 | 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 | $108,725 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $108,725 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $122,285 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $907,732 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $122,285 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $231,010 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $231,010 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $573 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $573 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,600 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,178 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $760 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,418 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $730 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $478 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $252 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,081 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,838 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,243 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $209,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $209,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $217,081 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,838 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $211,243 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,929 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $225,172 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $65,697 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $64,247 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,247 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,179,869 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,401,825 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,342,602 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $802,728 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $599,751 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $620,036 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $24,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $24,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $24,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,072,294 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,089,823 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,050,885 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,072,294 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,089,823 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,072,294 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,089,823 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,072,294 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,089,823 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,072,294 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,929 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,600 | OtherIncreasesAmt |
| Subtotal | $3,089,823 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,089,823 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | P | 2019-12-17 | $104,066 | $147,753 | -$43,687 | -$43,687 |
| PUBLICLY TRADED SECURITIES - LT | P | 2019-12-19 | $803,666 | $637,694 | $165,972 | $165,972 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $122,285 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $272,162 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,987,575 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.091098 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $147,200 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,972,513 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049520 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $116,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,988,115 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038988 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $97,225 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,925,087 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.033238 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $162,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,855,109 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056740 | DistributionYr5Rt |
| Total Distribution | 0.269584 | TotalDistributionRt |
| Average Distribution | 0.053917 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,034,509 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $163,612 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,252 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $165,864 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $211,243 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,252 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,252 | SubtotalAmt |
| Tax Based On Investment Income | $2,252 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,180 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,180 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,928 | OverpaymentAmt |
| Applied To ES Tax | $2,928 | 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 | $2,992,087 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,633 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $24,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,080,720 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,080,720 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,211 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,034,509 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $151,725 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $151,725 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,252 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,252 | TotalTaxAmt |
| Distributable Before Adj | $149,473 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $149,473 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $149,473 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $211,243 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $211,243 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,252 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $208,991 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $149,473 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $22,626 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $554 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $129,269 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $152,449 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $211,243 | QualifyingDistributionsAmt |
| Applied To Current Year | $149,473 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $61,770 | RemainingDistriFromCorpusAmt |
| Total Corpus | $214,219 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $22,626 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $191,593 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $554 | ExcessFromYear2Amt |
| Excess From Year1 | $129,269 | ExcessFromYear1Amt |
| Excess From Current Year | $61,770 | 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 |
|---|---|---|---|---|---|---|---|---|
| ALS ONE | ||||||||
| 8 INDUSTRIAL WAY | WHITMAN | MA | 02382 | NONE | PUBLIC CHARI | UNRESTRICTED | $500 | |
| APPALACHIAN MOUNTAIN CLUB | ||||||||
| 5 JOY STREET | BOSTON | MA | 02108 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,000 | |
| BRIDGTON ACADEMY | ||||||||
| PO BOX 292 | NORTH BRIDGTON | ME | 04057 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,000 | |
| CENTRAL CATHOLIC HIGH SCH | ||||||||
| 300 HAMPSHIRE STREET | LAWRENCE | MA | 01841 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,000 | |
| ADAM KEENAN FOUNDATION | ||||||||
| PO BOX 9663 | LOWELL | MA | 01853 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,500 | |
| CHELMSFORD COMMUNITY EXCHANGE INC | ||||||||
| PO BOX 394 | CHELMSFORD | MA | 01824 | NONE | PUBLIC CHARI | UNRESTRICTED | $2,000 | |
| CHURCH OF THE GOOD SHEPHERD | ||||||||
| 214 MAIN STREET | NASHUA | NH | 03060 | NONE | PUBLIC CHARI | UNRESTRICTED | $3,000 | |
| 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 | $1,500 | |
| FRIENDS OF WINOUSKI RIVER INC | ||||||||
| PO BOX 777 | MONTPELIER | VT | 05601 | NONE | PUBLIC CHAR | UNRESTRICTED | $500 | |
| GIRLS INCORPORATED FO GREATER LOWEL | ||||||||
| 220 WORTHEN STREET | LOWELL | MA | 01852 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,500 | |
| GOLDEN HANDCUFFS REVIEW PUBLICATION | ||||||||
| 1825 NE 58TH STREET | SEATLE | WA | 98105 | NONE | PUBLIC CHAR | UNRESTRICTED | $10,000 | |
| GOOD SAMARITAN HAVEN | ||||||||
| 105 N SEMINARY STREET | BARRE | VT | 05641 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 | |
| GREEN MOUNTAIN CLUB INC | ||||||||
| 4711 WATERBURY-STOWE ROAD | WATERBURY | VT | 05677 | NONE | PUBLIC CHAR | UNRESTRICTED | $500 | |
| LAKE CHAMPLAIN LAND TRUST INC | ||||||||
| ONE MAIN STREET SUITE 20 | BURLINGTON | VT | 05401 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 | |
| BOYS AND GIRLS CLUB OF GREATER LOWE | ||||||||
| 657 MIDDLESEX STREET | LOWELL | MA | 01851 | NONE | PUBLIC CHAR | 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 | 01852 | NONE | PUBLIC CHAR | UNRESTRICTED | $30,000 | |
| LOWELL FESTIVAL FOUNDATION FALL FES | ||||||||
| PO BOX 217 | LOWELL | MA | 01852 | NONE | PUBLIC CHAR | UNRESTRICTED | $3,000 | |
| 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 | $5,000 | |
| MAIN ADAPTIVE SPORTS AND RECREATION | ||||||||
| 8 SUNDANCE LANE | NEWRY | ME | 04261 | NONE | PUBLIC CHAR | UNRESTRICTED | $3,000 | |
| 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 | $4,000 | |
| NATURAL RESOURCES COUNCIL OF MAINE | ||||||||
| 3 WADE STREET | AUGUSTA | ME | 04330 | NONE | PUBLIC CHAR | UNRESTRICTED | $5,000 | |
| NOISE POLLUTION CLEARINGHOUSE | ||||||||
| 104 MAIN STREET | MONTPELIER | VT | 05601 | NONE | PUBLIC CHAR | UNRESTRICTED | $500 | |
| 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 | $25,000 | |
| PIONEER VALLEY POETRY PRODUCTIONS | ||||||||
| 181 SCHOOL STREET | NORTHFIELD | MA | 01360 | NONE | PUBLIC CHAR | UNRESTRICTED | $10,000 | |
| ST JOHN'S PREPARATORY SCHOOL | ||||||||
| 72 SPRING STREET | DANVERS | MA | 01923 | NONE | PUBLIC CHAR | UNRESTRICTED | $3,000 | |
| THE AUSTIN FUND | ||||||||
| 101 WILLOW STREET | READING | MA | 01867 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 | |
| THE OLD MEETING HOUSE | ||||||||
| 1620 CENTER ROAD | EAST MONTPELIER | VT | 05602 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 | |
| UNITED TEEN EQUALITY CENTER | ||||||||
| 35 WARREN STREET | LOWELL | MA | 01852 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,500 | |
| 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 | ||||||||
| 4266 VT ROUTE 14 | SOUTH ROYALSTON | VT | 05068 | NONE | UNRESTRICTED | $1,000 | ||
| GLOBAL COMM INITIATIVES | ||||||||
| 40 GADREN WAY | CABOT | VT | 05647 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 | |
| GLOBAL HEALTH MEDIA | ||||||||
| 30 COMMON ROAD | WAITSFIELD | VT | 05673 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 | |
| GOOD BEGINNINGS OF CENTRAL | ||||||||
| 174 RIVER STREET | MONTPELIER | VT | 05602 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 | |
| GREATER LOWELL COMMUNITY FOUNDATION | ||||||||
| 10 MERRIMACK STREET | LOWELL | MA | 01852 | NONE | PUBLIC CHAR | UNRESTRICTED | $20,000 | |
| GREEN MOUNTAIN MONASTERY | ||||||||
| 420 HILLCREST ROAD | GREENSBORO | VT | 05840 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,500 | |
| GREENVILLE JUNCTION DEPOT FRIENDS | ||||||||
| PO BOX 16 | GREENVILLE | ME | 04441 | NONE | PUBLIC CHAR | UNRESTRICTED | $5,000 | |
| JACQUE CASSELLA JR MEMORIAL FUND | ||||||||
| 315 MAIN STREET | MIDDLETON | CT | 06457 | NONE | PUBLIC CHAR | UNRESTRICTED | $500 | C/O LIBERTY BANK |
| MOOSEHEAD MARINE MUSEUM | ||||||||
| PO BOX 1151 | GREENVILLE | ME | 04441 | NONE | PUBLIC CHAR | UNRESTRICTED | $5,000 | |
| SCRAG MOUNTAIN MUSIC | ||||||||
| 4996 HOLLISTER ROAD | MARSHFIELD | VT | 05658 | NONE | PUBLIC CHAR | UNRESTRICTED | $500 | |
| ST AUGUSTINES PARISH | ||||||||
| 43 ESSEX STREET | ANDOVER | MA | 01810 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 | |
| THE CENTER FOR ANTRHOPOS | ||||||||
| 43 MAIN STREET | WILTON | NH | 03086 | NONE | PUBLIC CHAR | UNRESTRICTED | $500 | |
| THE COMMUNITY ENGAGEMENT LAB | ||||||||
| 41 SUMMER STREET | MONTPELIER | VT | 05602 | NONE | PUBLIC CHAR | UNRESTRICTED | $4,000 | |
| THE CRAIG MAXFIELD MEMEMIAL SCHOLAR | ||||||||
| 530 STEVENS STREET | LOWELL | MA | 01852 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 | C/O LOWELL CATHOLIC |
| THE PLAINFIELD OPERA HOUSE | ||||||||
| PO BOX 120 | PLAINFIELD | VT | 05667 | NONE | PUBLIC CHAR | UNRESTRICTED | $500 | |
| THE VERMONT RIVERS CONSERVANCY | ||||||||
| 29 MAIN STREET | MONTPELIER | VT | 05601 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 | |
| THE VERMONT YOUTH CONSERVATION CORP | ||||||||
| 1949 EAST MAIN STREET | RICHMOND | VT | 05477 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 | |
| THE WHOLE HORSE EXPERIENCE | ||||||||
| PO BOX 127 | NEWRY | ME | 04261 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $209,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $108,725 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $122,285 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $231,010 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $231,010 | 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 | $4,600 | Amt |
| Net Investment Income | $4,600 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLY FINANCIAL INC 3.40% DUE 2/1/19 | ||
| ALLY FINANCIAL INC 3.800% DUE 5/15/2 | $100,000 | $99,340 |
| CELGENE CORP. 3.55% DUE 8/15/22 - 75 | $75,284 | $77,436 |
| COMPUTER SCIENCES CORP. 4.45% DUE 9/ | $30,361 | $31,511 |
| FLOWSERVE CORPORATION 4.000% DUE 11/ | $76,663 | $77,396 |
| WALGREEN CO SR 3.100% DUE 9/15/22 - | $24,598 | $25,503 |
| WALGREENS BOOTS ALLIANCE 3.800% DUE | $49,425 | $51,975 |
| WELLPOINT INC. 3.5% DUE 8/15/24 - 50 | $49,620 | $52,379 |
| WILLIAMS CO 7.625% DUE 07/15/19 - 15 | ||
| DOW CHEMICAL CO INT 3.2% DUE 4/15/25 | $95,165 | $98,831 |
| QUALCOMM INC 3.45% DUE 5/20/25 | $98,635 | $105,665 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO - 500 SH | $88,278 | $88,210 |
| ABBVIE INC - 1,400 SH | $67,557 | $123,956 |
| AMERICAN INTL GROUP INC - 1,500 SH | $80,381 | $76,995 |
| BARRETT BUSINESS SERVICE - 1,000 SH | $58,382 | $90,460 |
| BOEING CO - 500 SH | $63,213 | $162,880 |
| BP PC SPONS ADR BP - 1,500 SH | $60,381 | $56,610 |
| BRISTOL MYERS SQIBB CO - 2,000 SH | $102,660 | $128,380 |
| CARBO CERAMICS INC - 6,000 SH | ||
| CELGENE CORP - 500 SH | ||
| CHEVRON CORPORATION - 800 SH | $34,902 | $96,408 |
| CLEAN ENERGY FUELS CORP - 15,000 SH | $43,695 | $35,100 |
| CME GROUP INC - 600 SH | $101,328 | $120,432 |
| DISNEY WALT COMPANY - 500 SH | $74,429 | $72,315 |
| EATON CORP PLC - 1,000 SH | $58,005 | $94,720 |
| EMERSON ELECTRIC - 1,500 SH | ||
| FEDEX CORPORATION - 300 SH | $66,705 | $45,363 |
| FMC CORP NEW - 500 SH | ||
| HD SUPPLY HOLDINGS - 1,500 SH | ||
| IBM - 1,000 SH | $160,429 | $134,040 |
| INTERCONTINENTAL EXCHANGE - 500 SH | $46,686 | $46,275 |
| JPMORGAN CHASE & CO - 1,200 SH | $63,448 | $167,280 |
| KINDER MORGAN ENERGY - 3,010 SH | $102,011 | $63,722 |
| LOCKHEED MARTIN CORP - 250 SH | $81,581 | $97,345 |
| MERCK & CO INC - 1,300 SH | $63,026 | $118,235 |
| MGIC INVESTMENT CORP - 5,000 SH | ||
| NESTLE - 700 SH | $54,087 | $75,782 |
| NIKE - 1,000 SH | ||
| NIKE - 3,000 SH | $69,443 | $303,930 |
| PLAINS GP HLDGS LP - 5,000 SH | $127,233 | $94,750 |
| QUALCOMM - 1,000 SH | $70,743 | $88,230 |
| SCHLUMBERGER LTD - 1,500 SH | $80,041 | $60,300 |
| SELECT ENERGY SERVICES - 7,500 SH | $90,149 | $69,600 |
| TEX PAC LAND TR SUB - 350 SH | $130,080 | $273,427 |
| UNITED PARCEL SERVICES - 500 SH | $49,141 | $58,530 |
| UNITED TECHNOLOGIES CORP - 700 SH | $40,070 | $104,832 |
| US ECOLOGY INC - 1,500 SH | $95,385 | $86,865 |
| WASTE MANAGEMENT INC - 1,500 SH | $61,725 | $170,940 |
| WESTROCK CO WRK - 1,500 SH | ||
| WHEATON PRECIOUS METALS - 3,000 SH | $62,657 | $89,250 |
| WILLIAMS COMPANIES INC - 2,000 SH | $53,974 | $47,440 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $573 | LegalFeesAmt |
| Disbursements Charitable Prps | $573 | DisbursementsCharitablePrpsAmt |
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 | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK/INVESTMENT FEES | $730 | $478 | $252 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP DISTRIBUTIONS | Desc |
| Amt | $3,600 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MOORS & CABOT 7075 - FOREIGN TA | $760 | $760 | |
| CERTAIN EXCISE TAX | $1,418 | $1,418 |
Comments