2015-05-13T10:16:30-05:00 2014-12-31 010459941 DAWSON SMITH PURVIS & BASSETT PA 15 CASCO STREET PORTLAND ME 041012902 990PF 2014-01-01 043133049 RICHARD K & NANCY L DONAHUE CHAR FDTN RICH 2078839813 52 BELMONT AVENUE LOWELL MA 01852 RICHARD K DONAHUE TRUSTEE 2078839813 2015-05-12 1 RICHARD B DAWSON P00173150 2078740355 2015-05-08 2014 2016-02-25 16:41:14Z X 3110071 X 864 X 46 46 69689 69689 276954 896124 276954 300 0 347853 346689 5000 5000 0 16000 16000 0 9985 358 0 35 35 0 31020 21393 0 767500 767500 798520 21393 767500 -450667 325296 432632 475277 475277 929835 649531 2360041 488008 275000 274753 1850475 1399808 3110071 0 0 X 0 0 0 0 1850475 1399808 1850475 1399808 1850475 1399808 1850475 -450667 0 1399808 0 1399808 PUBLICLY TRADED SECURITIES 896124 619170 276954 276954 276954 0 813240 3390290 0.239873 1403772 4012785 0.349825 1094027 4880886 0.224145 867763 5176616 0.167631 916167 4467077 0.205093 1.186567 0.237313 2978412 706816 3253 710069 767500 X 3253 0 3253 0 3253 4760 4760 1507 1507 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A RICHARD K DONAHUE 2078839813 52 BELMONT AVENUE LOWELL MA 01852 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 5000 0 0 NONE 0 NONE 0 0 2767944 255825 0 3023769 0 0 3023769 45357 2978412 148921 148921 3253 3253 145668 0 145668 0 145668 767500 0 767500 3253 764247 145668 0 0 695979 614466 855129 1214189 653245 4033008 767500 0 0 175000 145668 446832 0 0 4654840 0 0 0 0 0 175000 520979 3958861 614466 855129 1214189 653245 621832 RICHARD K DONAHUE NANCY L DONAHUE X ALTERNATIVE HOUSE PO BOX 2100 LOWELL MA 01851 NONE PUBLIC UNRESTRICTED 5000 CHELMSFORD ART ASSOCIATION PO BOX 401 CHELMSFORD MA 01824 NONE PUBLIC UNRESTRICTED 5000 COMMUNITY TEAMWORK INC 167 DUTTON STREET LOWELL MA 01852 NONE PUBLIC UNRESTRICTED 2500 CULTURAL ORGANIZATION OF LOWELL 50 ARCAND DRIVE LOWELL MA 01852 NONE PUBLIC UNRESTRICTED 5000 GREATER LOWELL FAMILY YMCA 35 YMCA DRIVE LOWELL MA 01852 NONE PUBLIC UNRESTRICTED 10000 HORIZONS FOR HOMELESS CHILDREN 1705 COLUMBUS AVENUE ROXBURY MA 02119 NONE PUBLIC UNRESTRICTED 1000 INTERNATIONAL INSTITUTE 144 MERRIMACK STREET LOWELL MA 01852 NONE PUBLIC UNRESTRICTED 10000 LOWELL COMMUNITY HEALTH CENTER 161 JACKSON STREET LOWELL MA 01854 NONE PUBLIC UNRESTRICTED 175000 LOWELL FESTIVAL FOUNDATION PLEASANT STREET LOWELL MA 01852 NONE PUBLIC UNRESTRICTED 7500 LOWELL PARKS AND CONSERVATION PO BOX 7162 LOWELL MA 01852 NONE PUBLIC UNRESTRICTED 3500 LOWELL SUMMER MUSIC SERIES 67 KIRK STREET LOWELL MA 01852 NONE PUBLIC UNRESTRICTED 5000 LOWELL TRANSITIONAL LIVING CENTER 205-209 MIDDLESEX STREET LOWELL MA 01852 NONE PUBLIC UNRESTRICTED 5000 MASSACHUSETTS DOWN SYNDROME CONGRESS 20 BURLINGTON MALL ROAD SUITE 261 BURLINGTON MA 01803 NONE PUBLIC UNRESTRICTED 10000 MERRIMACK COMMUNITY COLLEGE FOUNDATION 315 TURNPIKE STREET NORTH ANDOVER MA 01845 NONE PUBLIC UNRESTRICTED 10000 MERRIMACK REPERTORY THEATER 132 WARREN ST LOWELL MA 01852 NONE PUBLIC UNRESTRICTED 135000 MERRIMACK VALLEY HOUSING PO BOX 1042 LOWELL MA 018531042 NONE PUBLIC UNRESTRICTED 5000 MILL CITY GROWS C/O YWCA OF LOWELL 97 CENTRAL STREET UNIT 302 LOWELL MA 01852 NONE PUBLIC UNRESTRICTED 1000 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 2500 POLLARD MEMORIAL LIBRARY 401 MERRIMACK STREET LOWELL MA 01850 NONE PUBLIC UNRESTRICTED 2500 RAISING A READER 9B HAMILTON PLACE 3RD FLOOR BOSTON MA 02108 NONE PUBLIC UNRESTRICTED 5000 SELF ESTEEM EDUCATION INSTITUTE PO BOX 301155 JAMAICA PLAIN MA 02130 NONE PUBLIC UNRESTRICTED 5000 UNITED TEEN EQUALITY CENTER 34 HURD STREET LOWELL MA 01852 NONE PUBLIC UNRESTRICTED 300000 UNITED WAY OF MASS BAY 51 SLEEPER ST BOSTON MA 02210 NONE PUBLIC UNRESTRICTED 17500 UNIVERSITY OF MASS LOWELL ONE UNIVERSITY AVENUE LOWELL MA 01854 NONE PUBLIC UNRESTRICTED 26000 WBUR 909 890 COMMONWEALTH AVENUE 3RD FLOOR BOSTON MA 02215 NONE PUBLIC UNRESTRICTED 5000 WHISTLER HOUSE MUSEUM OF ART 243 WORTHEN STREET LOWELL MA 01852 NONE PUBLIC UNRESTRICTED 8000 767500 0 14 46 14 69689 18 276954 MISCELLANEOUS OTHER INCOME 01 300 0 346989 0 346989 0 0 0 0 0 0 0 0 0 0 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. ALLY FINANCIAL INC 3.25% 9/15/15 - 150000 PAR 150000 149685 ALLY FINANCIAL INC 2.45% 7/15/17 - 125000 PAR 125000 125068 APACHE CORP - 700 SH 20698 43869 BOEING CO - 1000 SH 46490 129980 HOME DEPOT - 700 SH 30355 73479 HONEYWELL INTERNATIONAL - 700 SH 20549 69944 INDYMAC BANCORP - 3000 SH 103930 0 INTEL CORP - 2000 SH 45413 72580 JP MORGAN & CHASE - 1500 SH 57072 93870 NESTLE SA - 1000 SH 6403 72950 NIKE INC - 12000 SH 4354 1153800 STARBUCKS - 1500 SH 1863 123075 UNITED TECHNOLOGIES CORP - 700 SH 49960 80500 MICROSOFT CORP - 1600 SHS 46973 74320 CATERPILLAR INC - 1000 SHS 64204 91530 JOHNSON CONTROLS INC - 1000 SHS 27303 48340 MERCK & CO INC - 1500 SHS 52384 85185 UNITED PARCEL SERVICE - 700 SHS 44885 77819 LOWE'S - 1000 SHS 26695 68800 ANNUAL REPORT FEES 35 35 0 MISCELLANEOUS OTHER INCOME 300 300 TAX & FINL ACCTING SERVICES 16000 16000 0 FOREIGN TAXES WITHHELD 358 358 0 FEDERAL EXCISE TAX 9627 0 0