RICHARD K AND NANCY L DONAHUE CHARITABLE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD K AND NANCY L DONAHUE CHARITABLE FOUNDATION (EIN 04-3133049)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201521339349101032
- 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
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T10:16:30-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010459941 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAWSON SMITH PURVIS & BASSETT PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 CASCO STREET | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 041012902 | 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 | 043133049 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD K & NANCY L DONAHUE CHAR FDTN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 2078839813 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 BELMONT AVENUE | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01852 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD K DONAHUE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2078839813 | PhoneNum |
| Signature | 2015-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD B DAWSON | PreparerPersonNm |
| PTIN | P00173150 | PTIN |
| Phone | 2078740355 | PhoneNum |
| Preparation | 2015-05-08 | 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 | $3,110,071 | 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 | $864 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $46 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $46 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $69,689 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,689 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $276,954 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $896,124 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $276,954 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $300 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $347,853 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $346,689 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $16,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,985 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $358 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,020 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,393 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $767,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $767,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $798,520 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,393 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $767,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$450,667 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $325,296 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $432,632 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $475,277 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $475,277 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $929,835 | CorporateStockBOYAmt |
| Corporate Stock EOY | $649,531 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,360,041 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $488,008 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $275,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $274,753 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,850,475 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,399,808 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,110,071 | 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 | $1,850,475 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,399,808 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,850,475 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,399,808 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,850,475 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,399,808 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,850,475 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$450,667 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,399,808 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,399,808 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $896,124 | GrossSalesPriceAmt |
| Cost Or Other Basis | $619,170 | CostOrOtherBasisAmt |
| Gain Or Loss | $276,954 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $276,954 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $276,954 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $813,240 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,390,290 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.239873 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,403,772 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,012,785 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.349825 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,094,027 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,880,886 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.224145 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $867,763 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,176,616 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.167631 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $916,167 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,467,077 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.205093 | DistributionYr5Rt |
| Total Distribution | 1.186567 | TotalDistributionRt |
| Average Distribution | 0.237313 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,978,412 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $706,816 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,253 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $710,069 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $767,500 | 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 | $3,253 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,253 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,253 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,760 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,760 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,507 | OverpaymentAmt |
| Applied To ES Tax | $1,507 | 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 |
| Individual With Books | RICHARD K DONAHUE | IndividualWithBooksNm |
| Phone | 2078839813 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 BELMONT AVENUE | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD K DONAHUE | ||||||||
| 52 BELMONT AVENUE | LOWELL | MA | 01852 | TRUSTEE AS NEEDED | 0.00 | $0 | $0 | $0 |
| NANCY L DONAHUE | ||||||||
| 52 BELMONT AVENUE | LOWELL | MA | 01852 | TRUSTEE AS NEEDED | 0.00 | $0 | $0 | $0 |
| DAVID W DONAHUE | ||||||||
| 111 DEVONSHIRE STREET | BOSTON | MA | 02109 | TRUSTEE AS NEEDED | 1.00 | $5,000 | $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 | $2,767,944 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $255,825 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,023,769 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,023,769 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,357 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,978,412 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $148,921 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $148,921 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,253 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,253 | TotalTaxAmt |
| Distributable Before Adj | $145,668 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $145,668 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $145,668 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $767,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $767,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,253 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $764,247 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $145,668 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $695,979 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $614,466 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $855,129 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,214,189 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $653,245 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,033,008 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $767,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $175,000 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $145,668 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $446,832 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,654,840 | 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 | $175,000 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $520,979 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,958,861 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $614,466 | ExcessFromYear4Amt |
| Excess From Year3 | $855,129 | ExcessFromYear3Amt |
| Excess From Year2 | $1,214,189 | ExcessFromYear2Amt |
| Excess From Year1 | $653,245 | ExcessFromYear1Amt |
| Excess From Current Year | $621,832 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD K DONAHUE | ContributingManagerNm |
| Contributing Manager | NANCY L DONAHUE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALTERNATIVE HOUSE | ||||||||
| PO BOX 2100 | LOWELL | MA | 01851 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| CHELMSFORD ART ASSOCIATION | ||||||||
| PO BOX 401 | CHELMSFORD | MA | 01824 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| COMMUNITY TEAMWORK INC | ||||||||
| 167 DUTTON STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| CULTURAL ORGANIZATION OF LOWELL | ||||||||
| 50 ARCAND DRIVE | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| GREATER LOWELL FAMILY YMCA | ||||||||
| 35 YMCA DRIVE | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| HORIZONS FOR HOMELESS CHILDREN | ||||||||
| 1705 COLUMBUS AVENUE | ROXBURY | MA | 02119 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| INTERNATIONAL INSTITUTE | ||||||||
| 144 MERRIMACK STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| LOWELL COMMUNITY HEALTH CENTER | ||||||||
| 161 JACKSON STREET | LOWELL | MA | 01854 | NONE | PUBLIC | UNRESTRICTED | $175,000 | |
| LOWELL FESTIVAL FOUNDATION | ||||||||
| PLEASANT STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $7,500 | |
| LOWELL PARKS AND CONSERVATION | ||||||||
| PO BOX 7162 | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $3,500 | |
| LOWELL SUMMER MUSIC SERIES | ||||||||
| 67 KIRK STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| LOWELL TRANSITIONAL LIVING CENTER | ||||||||
| 205-209 MIDDLESEX STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| MASSACHUSETTS DOWN SYNDROME CONGRESS | ||||||||
| 20 BURLINGTON MALL ROAD SUITE 261 | BURLINGTON | MA | 01803 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| MERRIMACK COMMUNITY COLLEGE FOUNDATION | ||||||||
| 315 TURNPIKE STREET | NORTH ANDOVER | MA | 01845 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| MERRIMACK REPERTORY THEATER | ||||||||
| 132 WARREN ST | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $135,000 | |
| MERRIMACK VALLEY HOUSING | ||||||||
| PO BOX 1042 | LOWELL | MA | 018531042 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| MILL CITY GROWS | ||||||||
| C/O YWCA OF LOWELL 97 CENTRAL | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $1,000 | STREET UNIT 302 |
| MUSKETAQUID ARTS & ENVIRONMENT | ||||||||
| 40 STOW STREET | CONCORD | MA | 01742 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| NASHUA RIVER WATERSHED ASSOC | ||||||||
| 592 MAIN STREET | GROTON | MA | 01450 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| POLLARD MEMORIAL LIBRARY | ||||||||
| 401 MERRIMACK STREET | LOWELL | MA | 01850 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| RAISING A READER | ||||||||
| 9B HAMILTON PLACE 3RD FLOOR | BOSTON | MA | 02108 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| SELF ESTEEM EDUCATION INSTITUTE | ||||||||
| PO BOX 301155 | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| UNITED TEEN EQUALITY CENTER | ||||||||
| 34 HURD STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $300,000 | |
| UNITED WAY OF MASS BAY | ||||||||
| 51 SLEEPER ST | BOSTON | MA | 02210 | NONE | PUBLIC | UNRESTRICTED | $17,500 | |
| UNIVERSITY OF MASS LOWELL | ||||||||
| ONE UNIVERSITY AVENUE | LOWELL | MA | 01854 | NONE | PUBLIC | UNRESTRICTED | $26,000 | |
| WBUR 909 | ||||||||
| 890 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02215 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| WHISTLER HOUSE MUSEUM OF ART | ||||||||
| 243 WORTHEN STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $8,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $767,500 | 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 | $46 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,689 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $276,954 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $300 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $346,989 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $346,989 | 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 | 0 | RelationshipsNonchrtblEOInd |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO CODE SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE RICHARD K. AND NANCY L. DONAHUE CHARITABLE FOUNDATION ELECTS TO TREAT $175,000 OF CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS COMING FROM CORPUS. TO SATISFY THE REQUIREMENTS IMPOSED UNDER SECTION 170(B)(1)(F)(II), THE FOUNDATION DISTRIBUTED THE $175,000 (EQUAL TO 100% OF THE VALUE OF THE INDIVIDUAL CONTRIBUTION RECEIVED) BEFORE THE 15TH DAY OF THE 3RD MONTH AFTER THE TAX YEAR IN WHICH THE CONTRIBUTION WAS RECEIVED. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLY FINANCIAL INC 3.25% 9/15/15 - 150000 PAR | $150,000 | $149,685 |
| ALLY FINANCIAL INC 2.45% 7/15/17 - 125000 PAR | $125,000 | $125,068 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APACHE CORP - 700 SH | $20,698 | $43,869 |
| BOEING CO - 1000 SH | $46,490 | $129,980 |
| HOME DEPOT - 700 SH | $30,355 | $73,479 |
| HONEYWELL INTERNATIONAL - 700 SH | $20,549 | $69,944 |
| INDYMAC BANCORP - 3000 SH | $103,930 | $0 |
| INTEL CORP - 2000 SH | $45,413 | $72,580 |
| JP MORGAN & CHASE - 1500 SH | $57,072 | $93,870 |
| NESTLE SA - 1000 SH | $6,403 | $72,950 |
| NIKE INC - 12000 SH | $4,354 | $1,153,800 |
| STARBUCKS - 1500 SH | $1,863 | $123,075 |
| UNITED TECHNOLOGIES CORP - 700 SH | $49,960 | $80,500 |
| MICROSOFT CORP - 1600 SHS | $46,973 | $74,320 |
| CATERPILLAR INC - 1000 SHS | $64,204 | $91,530 |
| JOHNSON CONTROLS INC - 1000 SHS | $27,303 | $48,340 |
| MERCK & CO INC - 1500 SHS | $52,384 | $85,185 |
| UNITED PARCEL SERVICE - 700 SHS | $44,885 | $77,819 |
| LOWE'S - 1000 SHS | $26,695 | $68,800 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL REPORT FEES | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $35 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $300 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $300 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX & FINL ACCTING SERVICES | CategoryTxt |
| Amt | $16,000 | Amt |
| Net Investment Income | $16,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $358 | $358 | $0 |
| FEDERAL EXCISE TAX | $9,627 | $0 | $0 |
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