JOSEPH P DONAHUE CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH P DONAHUE CHARITABLE FOUNDATION (EIN 04-3244143)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201431359349101428
- Schema version
- 2013v3.0
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T10:57:34-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 CASCO STREET | AddressLine1 |
| City | PORTLAND | City |
| State | ME | State |
| ZIP Code | 041012902 | 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 | 043244143 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH P DONAHUE CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DONA | BusinessNameControlTxt |
| Phone | 2078839813 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 GEORGE STREET | AddressLine1 |
| City | LOWELL | City |
| State | MA | State |
| ZIP Code | 018522283 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID W DONAHUE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2078839813 | PhoneNum |
| Signature | 2014-05-08 | 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 | 2014-05-07 | PreparationDt |
| 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 | $3,535,200 | 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 | $2,670,647 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $46,866 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,866 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,155 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $365,973 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,155 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$4,234 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,775,437 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $109,038 | 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 | $2,400 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,400 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,244 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $166 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $697 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $418 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,341 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,984 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,641 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,984 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,731,796 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $106,054 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $53,434 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $511,991 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $511,991 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $136,264 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,272,091 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,948,628 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,000,055 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,004,399 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $67,307 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $68,993 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,189 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,189 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,189 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $190,887 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,852,633 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,535,200 | 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 | $190,887 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,852,633 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $190,887 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,852,633 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $190,887 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,852,633 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $190,887 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,731,796 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,922,683 | SubtotalAmt |
| Other Decreases | $70,050 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,852,633 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $315,973 | $255,804 | $60,169 | $60,169 | |
| FROM K-1, ALLIANCEBERNSTEIN | $108 | $108 | P | ||
| FROM K-1, KINDER MORGAN | -$21 | -$21 | P | ||
| NOMINEE FROM J&E DONAHUE CRT | $50,000 | $48,101 | $1,899 | $1,899 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,155 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $117,462 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $553,545 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.212200 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $83,980 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $447,703 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.187580 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $127,433 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $498,384 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.255692 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $66,300 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $461,854 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.143552 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $71,765 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $597,170 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.120175 | DistributionYr5Rt |
| Total Distribution | 0.919199 | TotalDistributionRt |
| Average Distribution | 0.183840 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,155,598 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $212,445 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,061 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $213,506 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $39,300 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,121 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,121 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,121 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,040 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,040 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,081 | TaxDueAmt |
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 | DAVID W DONAHUE | IndividualWithBooksNm |
| Phone | 2078839813 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 DEVONSHIRE STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02109 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOSEPH P DONAHUE JR | ||||||||
| 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 |
| MATTHEW DONAHUE | ||||||||
| 21 GEORGE STREET | LOWELL | MA | 01852 | TRUSTEE AS NEEDED | 0.00 | $0 | $0 | $0 |
| JOHN DONAHUE | ||||||||
| 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 | $1,050,134 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $121,873 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,189 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,173,196 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,173,196 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,598 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,155,598 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,780 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,780 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,121 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,121 | TotalTaxAmt |
| Distributable Before Adj | $55,659 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $55,659 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $55,659 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $39,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $39,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,659 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $42,767 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $44,015 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $102,848 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $63,535 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $91,861 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $345,026 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,300 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $16,359 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $16,359 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $328,667 | 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 | $26,408 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $302,259 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $44,015 | ExcessFromYear4Amt |
| Excess From Year3 | $102,848 | ExcessFromYear3Amt |
| Excess From Year2 | $63,535 | ExcessFromYear2Amt |
| Excess From Year1 | $91,861 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH P DONAHUE JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| BRIDGTON ACADEMY | ||||||||
| PO BOX 292 | BRIDGTON | ME | 04057 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| CHELMSFORD COMMUNITY EXCHANGE | ||||||||
| PO BOX 394 | CHELMSFORD | MA | 01824 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| D'YOUVILLE FOUNDATION | ||||||||
| PO BOX 8828 | LOWELL | MA | 01853 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| GIRLS INC OF GREATER LOWELL | ||||||||
| 220 WORTHEN STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| IMMACULATE CONCEPTION SCHOOL | ||||||||
| 218 E MERRIMACK STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $2,000 | |
| ITS ALL ABOUT THE KIDS | ||||||||
| 14 EMMETT WAY | LOWELL | MA | 01851 | NONE | PUBLIC | UNRESTRICTED | $3,000 | |
| LOWELL CATHOLIC HIGH SCHOOL | ||||||||
| 530 STEVENS STREET | LOWELL | MA | 01851 | NONE | PUBLIC | UNRESTRICTED | $6,000 | |
| LOWELL GIRLS LACROSSE | ||||||||
| C/O PAT SHERIDAN 376 BUTMAN ROAD | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| LOWELL LACROSSE ASSOC | ||||||||
| PO BOX 8767 | LOWELL | MA | 01853 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| LOWELL WISH PROJECT | ||||||||
| 1A FOUNDRY STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| MAHOOSUC LAND TRUST | ||||||||
| 57 MAIN STREET PO BOX 981 | BETHEL | ME | 04217 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| NATURAL RESOURCES COUNCIL OF MAINE | ||||||||
| 3 WADE STREET | AUGUSTA | ME | 04330 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| ST MARY MAGDALEN CHURCH | ||||||||
| 93 LAKEVIEW AVE | TYNGSBORO | MA | 01879 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| THE AUSTIN FUND | ||||||||
| C/O AUSTIN PREPARATORY SCHOOL 101 | READING | MA | 01867 | NONE | PUBLIC | UNRESTRICTED | $500 | WILLOW STREET |
| UNITED TEEN EQUALITY CENTER | ||||||||
| 34 HURD STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| FRIENDS OF LOWELL HIGH SCHOOL | ||||||||
| 80 HERITAGE DRIVE | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| WOUNDED WARRIOR OUTDOORS | ||||||||
| C/O THE FIRST NATIONAL BANK OF MT | MT DORA | FL | 32756 | NONE | PUBLIC | UNRESTRICTED | $3,000 | DORA PO BOX 95 |
| MAINE ADAPTIVE SPORTS AND RECREATION | ||||||||
| 8 SUNDANCE LANE | NEWRY | ME | 04261 | NONE | PUBLIC | UNRESTRICTED | $2,000 | |
| AQUINAS HOUSE AT DARTMOUTH COLLEGE | ||||||||
| PO BOX 147 | HANOVER | NH | 03755 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| WHISTLER HOUSE MUSEUM OF ART | ||||||||
| 243 WORTHEN STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $100 | |
| LOWELL YMCA | ||||||||
| 35 YMCA DRIVE | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,300 | 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 | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,866 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $14 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $62,155 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| FROM K-1, ALLIANCEBERNSTEIN - ORDINARY LOSS | 900003 | -$1,106 |
| FROM K-1, KINDER MORGAN - ORDINARY LOSS | 900003 | -$3,142 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$4,248 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $109,038 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $104,790 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,662,550 | 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 | VARIOUS SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $2,503,928 | FairMarketValueAmt |
| Received | 2013-11-22 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SLM CORP 5.375% DUE 5/15/14 - 100,000 PAR | $102,188 | $101,617 |
| DELUXE CORP 5.125% DUE 10/1/14 - 200,000 PAR | $205,000 | $205,500 |
| ALLY FINANCIAL INC 3.250% DUE 9/15/15 - 300,000 PAR | $297,838 | $299,253 |
| SLM CORP 6.250% DUE 1/25/16 - 75,000 PAR | $80,297 | $81,111 |
| ANADARKO PETROLEUM CORP 5.950% DUE 1/25/16 - 100,000 PAR | $111,906 | $111,425 |
| FORD MOTOR CO 4.750% DUE 9/20/23 - 150,000 PAR | $148,638 | $150,329 |
| SEAGATE HDD CAYMAN 7.000% DUE 11/1/21 - 50,000 PAR | $54,188 | $55,164 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHEVRON CORPORATION - 800 SH | $34,902 | $99,928 |
| EMERSON ELECTRIC - 1,500 SH | $92,073 | $105,270 |
| NIKE - 6,164 SH | $2,310 | $484,737 |
| UNITED TECHNOLOGIES CORP 700 SH | $40,070 | $79,660 |
| ABBVIE INC - 1,000 SH | $45,114 | $52,810 |
| AQUA AMERICA INC - 3,332 SH | $80,726 | $78,602 |
| AT&T INC - 1,500 SH | $51,761 | $52,740 |
| CONNECTICUT WATER SVC - 1,500 SH | $46,395 | $53,265 |
| CONOCOPHILLIPS - 900 SH | $62,381 | $63,585 |
| INTERNATIONAL BUSINESS MACHINE CORP - 400 SH | $77,152 | $75,028 |
| JPMORGAN CHASE & CO - 1,700 SH | $89,885 | $99,416 |
| KIMBERLY-CLARK CORP - 600 SH | $57,617 | $62,676 |
| KINDER MORGAN ENERGY PARTNERS LP - 800 SH | $62,069 | $64,528 |
| MERCK & CO INC - 1,300 SH | $63,026 | $65,065 |
| PAYCHEX INC - 1,500 SH | $60,731 | $68,295 |
| PHILLIPS 66 - 450 SH | $25,730 | $34,709 |
| SEADRILL LTD - 1,500 SH | $70,458 | $61,620 |
| THOMPSON REUTERS CORP - 1,700 SH | $59,275 | $64,294 |
| VODAFONE GROUP PLC - 4,000 | $135,040 | $157,240 |
| WASTE MANAGEMENT INC - 1,500 SH | $61,725 | $67,305 |
| WILLIAMS COMPANIES INC - 1,500 SH | $53,651 | $57,855 |
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 | $68,993 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSETS | Desc |
| BOY Book Value | $1,189 | BOYBookValueAmt |
| EOY Book Value | $1,189 | EOYBookValueAmt |
| EOYFMV | $1,189 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON DONATED ASSETS | Description |
| Amount | $70,050 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MA FORM PC FILING FEE | $125 | $0 | $0 | $0 |
| ENTERPRISE BANK FEES | $251 | $251 | $0 | $0 |
| FROM K-1, ALLIANCEBERNSTEIN - OTHER DEDUCTIONS | $5 | $3 | $0 | $0 |
| FROM K-1, KINDER MORGAN - OTHER DEDUCTIONS | $164 | $164 | $0 | $0 |
| FROM K-1, ALLIANCEBERNSTEIN - NON-DEDUCTIBLE EXPENSES | $149 | $0 | $0 | $0 |
| FROM K-1, KINDER MORGAN - NON-DEDUCTIBLE EXPENSES | $3 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM K-1, KINDER MORGAN - ROYALTIES | $14 | $14 | |
| FROM K-1, ALLIANCEBERNSTEIN - ORDINARY LOSS | -$1,106 | $0 | |
| FROM K-1, KINDER MORGAN - ORDINARY LOSS | -$3,142 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIN ADVISOR & ACCOUNTING | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $2,400 | 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 TAXES | $1,078 | $0 | $0 | $0 |
| NOMINEE FROM J&E DONAHUE CRT - FOREIGN TAXES | $166 | $166 | $0 | $0 |
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