JOSEPH P DONAHUE CHARITABLE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH P DONAHUE CHARITABLE FOUNDATION (EIN 04-3244143)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-05
- IRS object ID
- 201511569349100606
- Schema version
- 2014v5.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets 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 | 2015-06-05T12:55:05-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01851 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 FOUNDATION | 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 | 018522283 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW DONAHUE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9784528902 | PhoneNum |
| Signature | 2015-05-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD B DIONNE | PreparerPersonNm |
| PTIN | P00142882 | PTIN |
| Phone | 9784522500 | PhoneNum |
| Preparation | 2015-05-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,573,648 | 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 | $44,146 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $179,223 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $179,223 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$62,565 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $511,034 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,359 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $56 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $159,451 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $179,285 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $8,185 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,185 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,827 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $586 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,464 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,461 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,476 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,232 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $162,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $162,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $175,476 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,232 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $162,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,025 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $169,053 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $511,991 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $176,956 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $176,956 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,272,091 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,633,546 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,265,671 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,000,055 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,045,093 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,038,846 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $67,307 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $67,307 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $68,175 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,189 | OtherAssetsBOYAmt |
| Other Assets EOY | $24,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $24,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,852,633 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,946,902 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,573,648 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,852,633 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,946,902 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,852,633 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,946,902 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,852,633 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,946,902 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,852,633 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,025 | ExcessRevenueOverExpensesAmt |
| Other Increases | $110,294 | OtherIncreasesAmt |
| Subtotal | $2,946,902 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,946,902 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | P | $229,423 | $304,739 | -$75,316 | -$75,316 |
| PUBLICLY TRADED SECURITIES - LT | P | $281,611 | $268,768 | $12,843 | $12,843 |
| MOORS & CABOT #7075 - CAPITAL GAIN DISTRIBUTION | P | $38 | $38 | ||
| FROM K-1, KINDER MORGAN - SECTION 1231 LOSS | P | -$130 | -$130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$62,565 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $39,300 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,155,598 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.034008 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $117,462 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $553,545 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.212200 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $83,980 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $447,703 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.187580 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $127,433 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $498,384 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.255692 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $66,300 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $461,854 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.143552 | DistributionYr5Rt |
| Total Distribution | 0.833032 | TotalDistributionRt |
| Average Distribution | 0.166606 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,855,109 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $475,678 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,691 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $477,369 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $162,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,381 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,381 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,381 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,160 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $5,660 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,279 | OverpaymentAmt |
| Applied To ES Tax | $2,279 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTHEW DONAHUE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 018522283 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 NEEDED | 0.00 | $0 | $0 | $0 |
| DAVID W DONAHUE | ||||||||
| 111 DEVONSHIRE STREET | BOSTON | MA | 02109 | TRUSTEE AS NEEDED | 0.00 | $0 | $0 | $0 |
| JOHN DONAHUE | ||||||||
| 21 GEORGE STREET | LOWELL | MA | 01852 | TRUSTEE AS NEEDED | 0.00 | $0 | $0 | $0 |
| JOSEPH DONAHUE III | ||||||||
| 21 GEORGE STREET | LOWELL | MA | 01852 | TRUSTEE AS NEEDED | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,542,700 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $331,888 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $24,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,898,588 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,898,588 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,479 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,855,109 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $142,755 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $142,755 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,381 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,381 | TotalTaxAmt |
| Distributable Before Adj | $139,374 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $139,374 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $139,374 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $162,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $162,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $162,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $139,374 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $44,015 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $102,848 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $63,535 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $91,861 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $302,259 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $162,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $139,374 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,626 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $324,885 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $44,015 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $280,870 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $102,848 | ExcessFromYear4Amt |
| Excess From Year3 | $63,535 | ExcessFromYear3Amt |
| Excess From Year2 | $91,861 | ExcessFromYear2Amt |
| Excess From Current Year | $22,626 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CENTRAL VT HIGH SCHOOL INITIATIVE | ||||||||
| 100 LOOP ROAD | PLAINFIELD | VT | 05667 | NONE | PUBLIC | UNRESTRICTED | $20,000 | |
| GOLDEN HANDCUFF REVIEW | ||||||||
| 1825 NE 58TH STREET | SEATTLE | WA | 98105 | NONE | PUBLIC | UNRESTRICTED | $20,000 | |
| OFF THE PARK PRESS | ||||||||
| C/O RONNA LEBO 972 SUNSET RIDGE | BRIDGEWATER | NJ | 08807 | NONE | PUBLIC | BLACK SQUARE | $8,500 | |
| DOS MADRES | ||||||||
| PO BOX 294 | LOVELAND | OH | 45140 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| CHAX PRESS | ||||||||
| 411 N 7TH AVE SUITE 103C | TUCSON | AZ | 85705 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| COUNTERPATH PRESS | ||||||||
| 809 HUMBOLDT STREET | DENVER | CO | 80218 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| ORCHARD VALLEY WALDORF SCHOOL | ||||||||
| RT 14N | EAST MONTPELIER | VT | 05651 | NONE | PUBLIC | UNRESTRICTED | $11,500 | |
| EARTHWALK VERMONT | ||||||||
| PO BOX 21 | PLAINFIELD | VT | 05557 | NONE | PUBLIC | UNRESTRICTED | $2,000 | |
| WGDR | ||||||||
| PO BOX 336 | PLAINFIELD | VT | 05667 | NONE | PUBLIC | UNRESTRICTED | $2,000 | |
| THE OLD MEETINGHOUSE | ||||||||
| 1629 CENTER ROAD | MONTPELIER | VT | 05602 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| GLOBAL HEALTH MEDIA PROJECT | ||||||||
| 30 COMMON ROAD | WAITSFIELD | VT | 056737331 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| PREVENT CHILD ABUSE VERMONT | ||||||||
| PO BOX 829 | MONTPELIER | VT | 05601 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| GREEN MOUNTAIN YOUTH SYMPHONY | ||||||||
| 15 PLEASANTVIEW STREET | MONTPELIER | VT | 05602 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| GREEN MOUNTAIN MONASTERY | ||||||||
| 420 HILLCREST ROAD | GREENSBORO | VT | 05841 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| POOR CLARE SISTERS | ||||||||
| MONESTARY OF ST CLARE 445 RIVER | ANDOVER | MA | 01810 | NONE | PUBLIC | UNRESTRICTED | $500 | ROAD |
| GOOD SAMARITAN HAVEN | ||||||||
| 105 NO SEMINARY STREET PO BOX 1104 | BARRE | VT | 05641 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| FRIENDS OF THE WINOOSKI RIVER | ||||||||
| PO BOX 777 | MONTPELIER | VT | 05602 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| GODDARD COLLEGE | ||||||||
| 132 PITKIN ROAD | PLAINFIELD | VT | 05667 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| BRIDGETON ACADEMY | ||||||||
| PO BOX 292 | NO BRIDGETON | ME | 04057 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| LOWELL YOUTH LACROSSE | ||||||||
| PO BOX 8767 | LOWELL | MA | 01853 | NONE | PUBLIC | UNRESTRICTED | $3,000 | |
| LOWELL GIRLS YOUTH LACROSSE | ||||||||
| C/O PAT SHERIDAN 376 BUTMAN ROAD | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| THE AUSTIN FUND | ||||||||
| C/O AUSTIN PREPARATORY SCHOOL 101 | READING | MA | 01867 | NONE | PUBLIC | UNRESTRICTED | $500 | WILLOW STREET |
| IT'S ALL ABOUT THE KIDS | ||||||||
| 14 EMMETT WAY | LOWELL | MA | 01851 | NONE | PUBLIC | UNRESTRICTED | $4,000 | |
| MAHOOSUC LAND TRUST | ||||||||
| 57 MAIN STREET PO BOX 981 | BETHEL | ME | 04217 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| UNITED TEEN EQUALITY CENTER | ||||||||
| 34 HURD STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $2,000 | |
| CHELMSFORD COMMUNITY EXCHANGE | ||||||||
| PO BOX 394 | CHELMSFORD | MA | 01824 | NONE | PUBLIC | UNRESTRICTED | $2,000 | |
| FRIENDS OF THE LHS - KEENAN SCHOL F | ||||||||
| C/O DEMETRIOU 80 HERITAGE DRIVE | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| WOUNDED WARRIOR OUTDOORS | ||||||||
| C/O THE FIRST NATIONAL BANK OF MT | MT DORA | FL | 32756 | NONE | PUBLIC | UNRESTRICTED | $500 | DORA PO BOX 95 |
| MAINE ADAPTIVE SPORTS REC | ||||||||
| 8 SUNDANCE LANE | NEWRY | ME | 04261 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| JPD ENTREPRENEURIAL FUND | ||||||||
| UMASS LOWELL UNIVERSITY AVENUE | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $4,000 | |
| CENTRAL CATHOLIC HIGH SCHOOL | ||||||||
| 300 HAMPSHIRE STREET | LAWRENCE | MA | 01841 | NONE | PUBLIC | UNRESTRICTED | $9,000 | |
| LOWELL PARKS | ||||||||
| PO BOX 7162 | LOWELL | MA | 01852 | NONE | PUBLIC | 99 FAIRMONT STREET | $3,500 | |
| APPALACHIAN MOUNTAIN CLUB | ||||||||
| 5 JOY STREET | BOSTON | MA | 02108 | NONE | PUBLIC | UNRESTRICTED | $2,000 | |
| MASS EDUCATION THEATRE GUILD | ||||||||
| PO BOX 2538 | MASHPEE | MA | 02649 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| LOWELL BOYS GIRLS CLUB | ||||||||
| 657 MIDDLESEX STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| WALDORF SCHOOL OF LEXINGTON | ||||||||
| 739 MASSACHUSETTS AVE | LEXINGTON | MA | 02420 | NONE | PUBLIC | UNRESTRICTED | $3,000 | |
| ST JOHN'S PREP ANNUAL FUND | ||||||||
| 72 SPRING STREET | DANVERS | MA | 01923 | NONE | PUBLIC | UNRESTRICTED | $3,000 | |
| BROTHER ROBERT SULLIVAN CFX FUND | ||||||||
| C/O MIKE NEWHALL ST JOHNS PREPARATO | DANVERS | MA | 01923 | NONE | PUBLIC | UNRESTRICTED | $3,000 | Y SCHOOL 72 SPRING STREET |
| LOWELL JR HIGH SCHOOL FOOTBALL | ||||||||
| 32 CHURCH STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| VNA OF GREATER LOWELL MISSION FUND | ||||||||
| 336 CENTRAL STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| LOWELL TRANSITIONAL LIVING | ||||||||
| 205-209 MIDDLESEX STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| JPD ENTREPRENEURIAL FUND | ||||||||
| UMASS LOWELL UNIVERSITY AVENUE | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| REBUILDING LOWELL TOGETHER | ||||||||
| C/O PETER RICHARDS 114 BILINGS | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $5,000 | STREET |
| LOWELL PARKS CONSERVATION TRUST | ||||||||
| PO BOX 7162 | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| ST MARY MAGDELENE CHURCH | ||||||||
| 93 LAKEVIEW AVENUE | DRACUT | MA | 01826 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| LOWELL CATHOLIC HS | ||||||||
| 530 STEVENS STREET | LOWELL | MA | 01851 | NONE | PUBLIC | UNRESTRICTED | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $162,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $179,223 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $56 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$62,565 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM K-1, KINDER MORGAN - ORDINARY LOSS | Desc |
| Business | 900003 | BusinessCd |
| Unrelated Business Taxbl Incm | -$1,415 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$1,415 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $116,720 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $115,305 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (1) | 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 |
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 | JOSEPH P EILEEN M DONAHUE CRT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 DEVONSHIRE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $24,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | TAPESTRY | NoncashPropertyDesc |
| Fair Market Value | $24,000 | FairMarketValueAmt |
| Received | 2014-12-30 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SLM CORP 5.375% DUE 5/15/14 - 100,000 PAR | $0 | $0 |
| DELUXE CORP 5.125% DUE 10/1/14 - 200,000 PAR | $0 | $0 |
| ALLY FINANCIAL INC 3.250% DUE 9/15/15 - 300,000 PAR | $299,198 | $299,370 |
| SLM CORP 6.250% DUE 1/25/16 - 75,000 PAR | $80,297 | $78,420 |
| ANADARKO PETROLEUM CORP 5.950% DUE 1/25/16 - 100,000 PAR | $111,906 | $106,825 |
| FORD MOTOR CO 4.750% DUE 9/20/23 - 150,000 PAR | $148,368 | $150,473 |
| SEAGATE HDD CAYMAN 7.000% DUE 11/1/21 - 50,000 PAR | $0 | $0 |
| ALLY FINANCIAL INC 2.400% DUE 5/15/17 - 100,000 PAR | $100,000 | $97,777 |
| AMERICAN AXLE & MFG INC 5.125% DUE 2/15/19 - 200,000 PAR | $203,990 | $204,500 |
| HEINZ HJ CO 4.250% DUE 10/15/20 - 100,000 PAR | $101,334 | $101,481 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHEVRON CORPORATION - 800 SH | $34,902 | $89,744 |
| EMERSON ELECTRIC - 1,500 SH | $92,073 | $92,595 |
| NIKE - 6,164 SH | $92,590 | $592,669 |
| UNITED TECHNOLOGIES CORP 700 SH | $40,070 | $80,500 |
| ABBVIE INC - 1,400 SH | $67,557 | $91,616 |
| AQUA AMERICA INC - 3,332 SH | $80,726 | $88,964 |
| AT&T INC - 1,500 SH | $51,761 | $50,385 |
| CONNECTICUT WATER SVC - 1,500 SH | $46,395 | $54,435 |
| CONOCOPHILLIPS - 900 SH | $62,381 | $62,154 |
| INTERNATIONAL BUSINESS MACHINE CORP - 400 SH | $77,152 | $64,176 |
| JPMORGAN CHASE & CO - 1,700 SH | $89,885 | $106,386 |
| KIMBERLY-CLARK CORP - 600 SH | $55,241 | $69,324 |
| KINDER MORGAN ENERGY PARTNERS LP - 800 SH | $0 | $0 |
| MERCK & CO INC - 1,300 SH | $63,026 | $73,827 |
| PAYCHEX INC - 1,500 SH | $60,731 | $69,255 |
| PHILLIPS 66 - 450 SH | $25,730 | $32,265 |
| SEADRILL LTD - 1,500 SH | $70,458 | $17,910 |
| THOMPSON REUTERS CORP - 1,700 SH | $59,275 | $68,578 |
| VODAFONE GROUP PLC - 4,000 | $0 | $0 |
| WASTE MANAGEMENT INC - 1,500 SH | $61,725 | $76,980 |
| WILLIAMS COMPANIES INC - 1,500 SH | $53,615 | $67,410 |
| BOEING CO - 600 SH | $75,855 | $77,988 |
| CHICAGO BRIDGE AND IRON - NEW YORK SHARES - 1,200 SH | $76,645 | $50,376 |
| GOVERNMENT PROPERTIES INCOME TRUST - 3,000 SH | $72,712 | $69,030 |
| HALYARD HEALTH INC - 75 SH | $2,376 | $3,410 |
| KINDER MORGAN ENERGY INC DEL - 1,781 SH | $73,974 | $75,354 |
| VERIZON COMMUNICATIONS COM - 3,000 SH | $146,691 | $140,340 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 750 SHS CHESAPEAKE ENERGY 4.5% CONVERTIBLE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $67,307 | BookValueAmt |
| EOYFMV | $68,175 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER ASSETS | $1,189 | $0 | $0 |
| TAPESTRY | $0 | $24,000 | $24,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ENTERPRISE BANK FEES | $244 | $244 | $0 | $0 |
| FROM K-1, KINDER MORGAN - OTHER DEDUCTIONS | $531 | $531 | $0 | $0 |
| FROM K-1, KINDER MORGAN - NON-DEDUCTIBLE EXPENSE | $3 | $0 | $0 | $0 |
| MISCELLANEOUS EXPENSE | $686 | $686 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM K-1, KINDER MORGAN - ROYALTIES | $56 | $56 | |
| FROM K-1, KINDER MORGAN - ORDINARY LOSS | -$1,415 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD AND OTHER ADJUSTMENT | Desc |
| Amt | $110,294 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIN ADVISOR & ACCOUNTING | CategoryTxt |
| Amt | $8,185 | Amt |
| Net Investment Income | $8,185 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $3,241 | $0 | $0 | $0 |
| MOORS & CABOT #7075 - FOREIGN TAX | $586 | $586 | $0 | $0 |
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