DONAHUE CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DONAHUE CHARITABLE FOUNDATION (EIN 04-3368096)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-06-17
- IRS object ID
- 201411689349100101
- Schema version
- 2013v3.1
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-06-17T08:13:14-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONAHUE AND ASSOCIATES | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 CONCORD AVE | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 021381207 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043368096 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONAHUE CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DONA | BusinessNameControlTxt |
| Phone | 7043381790 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 CLEVELAND AVE | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28203 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELE DUDLEY | PersonNm |
| Person Title | OPERATIONS MANAGER | PersonTitleTxt |
| Phone | 7043381790 | PhoneNum |
| Signature | 2014-06-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD C DONAHUE CPA | PreparerPersonNm |
| PTIN | P00448233 | PTIN |
| Phone | 6174925152 | PhoneNum |
| Preparation | 2014-06-17 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,907,709 | 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 | $225,208 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,129 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,129 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $154,809 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $289,708 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $148,821 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $148,821 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $537,975 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,137 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $148,821 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $850 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $850 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $314 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $314 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $131,574 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $90 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $372 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $131,112 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $133,338 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $404 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $372 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $132,562 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $83,162 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $83,162 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $216,500 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $404 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $372 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $215,724 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $321,475 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,733 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $148,449 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $55,163 | CashBOYAmt |
| Cash EOY | $53,711 | CashEOYAmt |
| Cash EOYFMV | $53,711 | CashEOYFMVAmt |
| Corporate Stock BOY | $998,442 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,252,942 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,853,998 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $223,332 | OtherAssetsBOYAmt |
| Other Assets EOY | $193,616 | OtherAssetsEOYAmt |
| Total Assets BOY | $1,276,937 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,500,269 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,907,709 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,276,937 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,500,269 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,276,937 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,500,269 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,276,937 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,500,269 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,276,937 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $321,475 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,598,412 | SubtotalAmt |
| Other Decreases | $98,143 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,500,269 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $41,057 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,047,270 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039204 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $48,371 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $808,508 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059827 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $43,062 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $612,875 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070262 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $47,192 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $469,837 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.100443 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $58,675 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $599,570 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.097862 | DistributionYr5Rt |
| Total Distribution | 0.367598 | TotalDistributionRt |
| Average Distribution | 0.073520 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,458,532 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $107,231 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $87 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $107,318 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $215,724 | 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 | $87 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $87 | SubtotalAmt |
| Tax Based On Investment Income | $87 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $250 | AppliedToEsTaxAmt |
| Total Payments And Credits | $250 | TotalPaymentsAndCreditsAmt |
| Overpayment | $163 | OverpaymentAmt |
| Applied To ES Tax | $22 | AppliedToESTaxAmt |
| Refund | $141 | RefundAmt |
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 |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | MICHELE DUDLEY | IndividualWithBooksNm |
| Phone | 7043381790 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 SOMERSET DRIVE | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28209 | ZIPCode |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EDWARD C DONAHUE | ||||||||
| 80 FAWCETT ST | CAMBRIDGE | MA | 02138 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| THERESA D DONAHUE | ||||||||
| 158 WATSON ROAD | BELMONT | MA | 02478 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| MICHELE L DUDLEY | ||||||||
| 3000 SOMERSET DRIVE | CHARLOTTE | NC | 28209 | MANAGER | 25.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIP TO BOTH DOMESTIC AND INTERNATIONAL STUDENTS WHO ARE CURRENT AND FUTURE LEADERS. | Description1Txt |
| Expenses1 | $23,414 | Expenses1Amt |
| Description2 | ALARM, INC. - CONTRIBUTION TO GENERAL FUND OF ALARM TO SUPPORT AFRICAN STAFF, PURCHASE OF PRODUCTS GIVEN TO DONORS, SPONSORSHIP OF STUDENT IN RWANDA AND DISASTER RELIEF IN CONGO. | Description2Txt |
| Expenses2 | $39,824 | Expenses2Amt |
| Description3 | MISSIONARY WORK | Description3Txt |
| Expenses3 | $8,469 | Expenses3Amt |
| Description4 | EDUCATION EQUALS HOPE/ COMPASSION INTL A-21 CAMPAIGN | Description4Txt |
| Expenses4 | $9,000 | Expenses4Amt |
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 | $1,448,256 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,487 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,480,743 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,480,743 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,211 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,458,532 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,927 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,927 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $87 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $87 | TotalTaxAmt |
| Distributable Before Adj | $72,840 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $72,840 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $72,840 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $215,724 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $215,724 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $87 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $215,637 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,840 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $22,624 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,888 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $43,202 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,129 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $97,843 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $215,724 | QualifyingDistributionsAmt |
| Applied To Current Year | $72,840 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $142,884 | RemainingDistriFromCorpusAmt |
| Total Corpus | $240,727 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $22,624 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $218,103 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,888 | ExcessFromYear4Amt |
| Excess From Year3 | $43,202 | ExcessFromYear3Amt |
| Excess From Year2 | $8,129 | ExcessFromYear2Amt |
| Excess From Current Year | $142,884 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWARD DONAHUE | ContributingManagerNm |
| Contributing Manager | MICHELE DUDLEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| COMPASSION INTL | ||||||||
| P O BOX | P O BOX | COLORADO SPRINGS | CO | 80997 | NA | NA | SPONSORSHIP OF CHILDREN | $3,000 |
| FOREST HILL CHURCH | ||||||||
| 7224 PARK ROAD | 7224 PARK ROAD | CHARLOTTE | NC | 28210 | NA | NA | MISSION TRIP | $2,380 |
| ALARM | ||||||||
| PO BOX 740337 | PO BOX 740337 | DALLAS | TX | 75374 | NA | NA | RECONCILIATION IN AFRICA | $27,324 |
| SENAI GLOBAL | ||||||||
| PO BOX 133 | PO BOX 133 | WAXHAW | NC | 28173 | ORPHANAGE SUPPORT | $1,000 | ||
| LIBERTY IN NORTH KOREA | ||||||||
| 1751 TORRANCE BLVD STE L | 1751 TORRANCE BLVD STE L | TORRANCE | CA | 90501 | REFUGEE RESCUE | $2,526 | ||
| THE A-21 CAMPAIGN | ||||||||
| 427 EAST 17TH ST | 427 EAST 17TH ST | COSTA MESA | CA | 92627 | ANTI-TRAFFICKING | $3,100 | ||
| MISSIONARY - BEVERLY LOCKHART | ||||||||
| PO BOX 49341 | PO BOX 49341 | CHARLOTTE | NC | 28277 | ANTI-TRAFFICKING SUPPORT | $8,610 | ||
| EDUCATION EQUALS HOPE | ||||||||
| 100 MAIN ST | 100 MAIN ST | FORT MILL | SC | 29715 | EDUCATIONAL SCHOLARSHIPS | $2,900 | ||
| AMAHORO BURUNDI | ||||||||
| 2520 RED BARN LANE | 2520 RED BARN LANE | CHARLOTTE | NC | 28210 | SEWING PROJECT | $2,550 | ||
| REGENT UNIVERSITY | ||||||||
| 1000 REGENT UNIVERSITY DR | 1000 REGENT UNIVERSITY DR | VIRGINA BCH | VA | 23464 | BUSINESS DEVELOPMENT PROGRAM - RWAND | $1,250 | ||
| SCHOLARSHIPS SCHOLARS EXPENSES | ||||||||
| 3000 SOMERSET DRIVE | 3000 SOMERSET DRIVE | CHARLOTTE | NC | 28209 | STUDENT-RELATED EXPENSES | $23,414 | ||
| FAITH IN THE FAMILY | ||||||||
| PO BOX 49341 | PO BOX 49341 | CHARLOTTE | NC | 28277 | MARKET YOUR MIND | $1,250 | ||
| SEEDS OF HOPE | ||||||||
| 7224 PARK ROAD | 7224 PARK RD | CHARLOTTE | NC | 28210 | ANTI-TRAFFICKING SUPPORT | $1,000 | ||
| VARIOUS - UNDER 500 EACH | ||||||||
| 3000 SOMERSET DRIVE | 3000 SOMERSET DRIVE | CHARLOTTE | NC | 28209 | ANTI-TRAFFICKING & EDUCATION | $2,858 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $83,162 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FASHION AND COMPASSION PROJEC | Desc |
| Exclusion | 12 | ExclusionCd |
| Exclusion | $139,254 | ExclusionAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,129 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $154,809 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IGNITE JUSTICE CONFRENCE | Desc |
| Related Or Exempt Function Incm | $9,567 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $139,254 | ExclusionAmt |
| Related Or Exempt Function Incm | $173,513 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $312,767 | 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 | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| EDWARD DONAHUE | ||||||
| 1 | 80 FAWCETT ST | CAMBRIDGE | MA | 02138 | $167,800 | Yes (X) |
| ERIC MICHELE DUDLEY | ||||||
| 2 | 3000 SOMERSET DRIVE | CHARLOTTE | NC | 28209 | $30,950 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | TEXAS PACIFIC LAND TRUST | $167,800 | 2013-12-13 |
| 2 | TRANSFER OF ING RUSSIA MF | $30,950 | 2013-09-04 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MLD SERVICES | CategoryTxt |
| Amt | $600 | Amt |
| Disbursements Charitable Prps | $600 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (3 entries)
| EDWARD C DONAHUE |
| THERESA D DONAHUE |
| MICHELE L DUDLEY |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (10 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| BYD CHINA | 2013-07 | PURCHASE | 2013-12 | $21,867 | $9,258 | $12,609 |
| CRIMSON WINE | 2013-02 | PURCHASE | 2013-12 | $1,780 | $1,371 | $409 |
| POSIEIDON CONCEPTS | 2013-09 | PURCHASE | 2013-10 | $2 | $18,295 | -$18,293 |
| HEELEYS | 2013-06 | PURCHASE | 2013-09 | $5,625 | $4,958 | $667 |
| KRISPY CREAM DOUGHNUTS | 2010-04 | PURCHASE | 2013-09 | $33,373 | $8,794 | $24,579 |
| KRAFT FOODS | 2009-06 | PURCHASE | 2013-09 | $18,891 | $10,744 | $8,147 |
| VOYA RUSSIA CL A | 1999-06 | PURCHASE | 2013-09 | $16,181 | $11,221 | $4,960 |
| MONDELEZ INTL | 2005-06 | PURCHASE | 2013-09 | $30,613 | $19,874 | $10,739 |
| MICROSOFT | 2005-06 | PURCHASE | 2013-09 | $35,376 | $25,394 | $9,982 |
| SCHIFF NUTRITION INTL | 2003-04 | PURCHASE | 2013-09 | $126,000 | $24,990 | $101,010 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA | $42,000 | $15,820 |
| KRISPY KREME | ||
| NORTHEAST UTILITIES | $14,333 | $29,673 |
| KRAFT FOODS | ||
| ING RUSSIA | $52,446 | $87,432 |
| SCHIFF NUTRITION | ||
| BERKSHIRE HATHAWAY | $277,548 | $474,240 |
| DUKE ENERGY | $17,116 | $20,703 |
| IMAX CORP. | $11,403 | $58,960 |
| SMART BALANCE | $53,558 | $111,020 |
| FRONTIER COMMUNICATIONS | $11,094 | $4,650 |
| MICROSOFT | ||
| NATIONAL GRID | $29,347 | $48,990 |
| TPL | $349,162 | $517,948 |
| HEELY'S | ||
| WHOLE FOODS | $95,342 | $95,342 |
| MARKEL CORP | $52,086 | $58,035 |
| BIGLARI HOLDINGS | $89,575 | $123,620 |
| POSEIDON | ||
| PROSAFE | $19,008 | $19,285 |
| LEUCADIA | $46,556 | $56,680 |
| MONDELEZ | ||
| JAAKS PACIFIC | $37,508 | $33,600 |
| BYD | $25,513 | $49,010 |
| NATL GRID | $29,347 | $48,990 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APPRECIATION ADJUSTMENT | Desc |
| BOY Book Value | $223,332 | BOYBookValueAmt |
| EOY Book Value | $193,616 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| EXPENSES | ||||
| INVESTMENT RELATED | $90 | $90 | ||
| TELEPHONE | $131 | $131 | ||
| BANK CHGS | $217 | $217 | ||
| OFFICE EXPENSE/SUPPLIES | $2,708 | $2,708 | ||
| SUNDRY | $253 | $253 | ||
| FOREIGN TAX PAYMENTS | $372 | $372 | ||
| FAHION & COMPASSION | $127,803 | $127,803 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| FASHION AND COMPASSION PROJEC | $139,254 | $139,254 |
| IGNITE JUSTICE CONFRENCE | $9,567 | $9,567 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL-FASHION & COMPASSION | CategoryTxt |
| Amt | $850 | Amt |
| Disbursements Charitable Prps | $850 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| EDWARD DONAHUE | |||
| 80 FAWCETT ST | CAMBRIDGE | MA | 02138 |
| ERIC MICHELE DUDLEY | |||
| 3000 SOMERSET DRIVE | CHARLOTTE | NC | 28209 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INTERNAL REVENUE SERVICE | CategoryTxt |
| Amt | $314 | Amt |
| Net Investment Income | $314 | NetInvestmentIncomeAmt |
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