DONAHUE CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DONAHUE CHARITABLE FOUNDATION (EIN 04-3368096)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201321339349102422
- Schema version
- 2012v2.1
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T19:15:52-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONAHUE AND ASSOCIATES | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043368096 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONAHUE CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DONA | NameControl |
| Phone | 7043381790 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 SOMERSET DRIVE | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28209 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHELE DUDLEY | Name |
| Title | OPERATIONS MANAGER | Title |
| Phone | 7043381790 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Prepared | 2013-05-13 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1335448 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 183470 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 2003 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2003 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 2003 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 12836 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 12836 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 12836 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 167034 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 243464 | GrossSalesPrice |
| Other Income Rev And Expnss | 107 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 107 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 107 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 365450 | TotalRevenueAndExpenses |
| Total Net Investment Income | 14946 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 14946 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 600 | AccountingFeesRevAndExpnss |
| Other Prof Fees Rev And Expnss | 8000 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Dsbrs Chrtbl Prps | 2 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 187 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 231 | TaxesNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 2111 | TravConfMeetingRevAndExpnss |
| Printing And Pub Rev And Expnss | 2262 | PrintingAndPubRevAndExpnss |
| Other Expenses Rev And Expnss | 25741 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 56 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 6 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 38901 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 287 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 8 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 41049 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 41049 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 79950 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 287 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 41057 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 285500 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 14659 | NetInvestmentIncome |
| Adjusted Net Income | 14946 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 5291 | CashBOY |
| Cash EOY | 57117 | CashEOY |
| Cash EOYFMV | 57117 | CashEOYFMV |
| Investments Corp Stock BOY | 747148 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 981270 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1278331 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 752439 | TotalAssetsBOY |
| Total Assets EOY | 1038387 | TotalAssetsEOY |
| Total Assets EOYFMV | 1335448 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 752439 | UnrestrictedBOY |
| Unrestricted EOY | 1038387 | UnrestrictedEOY |
| Total Net Assets BOY | 752439 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1038387 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 752439 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1038387 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 752439 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 285500 | ExcessOfRevenueOverExpenses |
| Other Increases | 448 | OtherIncreases |
| Subtotal | 1038387 | Subtotal |
| Total Net Assets Fund Balances EOY | 1038387 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 48371 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 808508 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.059827 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 43062 | QualifyingDistributionsYear2 |
| Qualifying Distributions Year3 | 47192 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 469837 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.100443 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 58675 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 599570 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.097862 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 35160 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 628525 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.055940 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.314072 | TotalDistributionRatio |
| Average Distribution Ratio | 0.078518 | AverageDistributionRatio |
| Net Noncharitable Assets | 1047270 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 82230 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 147 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 82377 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 41057 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 293 | InvestmentIncomeExciseTax |
| Subtotal | 293 | Subtotal |
| Tax Based On Investment Income | 293 | TaxBasedOnInvestmentIncome |
| Tax Due | 293 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MICHELE DUDLEY | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7043381790 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| EDWARD C DONAHUE | ||||||||
| 158 WATSON ROAD | BELMONT | MA | 02478 | MANAGER | 2.00 | 0 | 0 | 0 |
| THERESA D DONAHUE | ||||||||
| 158 WATSON ROAD | BELMONT | MA | 02478 | MANAGER | 2.00 | 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIP TO BOTH DOMESTIC AND INTERNATIONAL STUDENTS WHO ARE CURRENT AND FUTURE LEADERS. | Description1 |
| Expenses1 | 34049 | Expenses1 |
| 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. | Description2 |
| Expenses2 | 24955 | Expenses2 |
| Description3 | SPONSORSHIP OF STUDENTS IN RWANDA, IGNITE JUSTICE CONFERENCE, AND ANTI-TRAFFICKING EFFORTS. | Description3 |
| Expenses3 | 5354 | Expenses3 |
| Description4 | SPONSORSHIP OF CHILDREN THROUGH COMPASSION INTERNATIONAL | Description4 |
| Expenses4 | 3000 | Expenses4 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1035149 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 28069 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1063218 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1063218 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 15948 | CashDeemedCharitable |
| Net Noncharitable Assets | 1047270 | NetNoncharitableAssets |
| Minimum Investment Return | 52364 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 52364 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 293 | TaxBasedOnInvestmentIncome |
| Total Tax | 293 | TotalTax |
| Distributable Amount Before Adj | 52071 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 52071 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 52071 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 41057 | ExpensesAndContributions |
| Qualifying Distributions | 41057 | QualifyingDistributions |
| Adj Qualifying Distributions | 41057 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 52071 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 4430 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 29208 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 23888 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 43202 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 8129 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 108857 | TotalExcessDistriCarryover |
| Qualifying Distributions | 41057 | QualifyingDistributions |
| Applied To Current Year | 41057 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 11014 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 11014 | ExcessDistriCyovAppliedCY |
| Total Corpus | 97843 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 97843 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 22624 | ExcessFromYear4 |
| Excess From Year3 | 23888 | ExcessFromYear3 |
| Excess From Year2 | 43202 | ExcessFromYear2 |
| Excess From Year1 | 8129 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWARD DONAHUE | ContributingManager |
| Contributing Manager | ERIC MICHELE DUDLEY | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| COMPASSION INTL | |||||||
| P O BOX | COLORADO SPRINGS | CO | 80997 | NA | NA | SPONSORSHIP OF CHILDREN | $3,000 |
| SEEDS OF HOPE | |||||||
| 1713 CLEVELAND AVE | CHARLOTTE | NC | 28203 | NA | NA | CHURCH REBUILDING IN SUDAN | $5,354 |
| FOREST HILL CHURCH | |||||||
| 7224 PARK ROAD | CHARLOTTE | NC | 28210 | NA | NA | MISSION TRIP | $2,540 |
| CORNERSTONE CHURCH | |||||||
| PARK ROAD | CHARLOTTE | NC | 28210 | NA | SCHOLARSHIP | $2,500 | |
| ALARM | |||||||
| PO BOX 740337 | DALLAS | TX | 75374 | NA | NA | RECONCILIATION IN AFRICA | $24,955 |
| A BETTER WORLD | |||||||
| 4527 FREEDOM DRIVE | CHARLOTTE | NC | 28208 | NA | NA | AFTERSCHOOL PROGRAM | $1,500 |
| WORLD VISION | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 980639716 | CRISIS ASSISTANCE | $200 | ||
| SENAI GLOBAL | |||||||
| PO BOX 133 | WAXHAW | NC | 28173 | INTERVENTION | $1,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 41049 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 2003 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 12836 | RelatedOrExemptFunctionIncome |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 107 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 167034 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 181980 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 181980 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | EDWARD DONAHUE | 158 WATSON ROAD | BELMONT | MA | 02478 | 143250 | X | |
| 2 | ERIC MICHELE DUDLEY | 3000 SOMERSET DRIVE | CHARLOTTE | NC | 28209 | 13000 | X | |
| 3 | SEEDS OF HOPE | 7224 PARK ROAD | CHARLOTTE | NC | 28210 | 10000 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | TEXAS PACIFIC LAND TRUST | NoncashPropertyDescription |
| Fair Market Value | 143250 | FairMarketValue |
| Date Received | 2012-11-15 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MLD SERVICES | Category |
| Amount | $600 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| EDWARD C DONAHUE |
| THERESA D DONAHUE |
| MICHELE L DUDLEY |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (6 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| DUKE ENERGY | 2006-12 | PURCHASE | 2012-07 | 2175 | 1883 | 292 |
| FRONTIER COMMUNICATIONS | 2008-01 | PURCHASE | 2012-06 | 1862 | 5585 | -3723 |
| KRISPY KREME DOUGHNUTS | 2005-10 | PURCHASE | 2012-01 | 3552 | 2931 | 621 |
| NORTHEAST UTILITIES | 2004-12 | PURCHASE | 2012-07 | 10894 | 5815 | 5079 |
| SCHIFF NUTRITION | 2006-09 | PURCHASE | 2012-12 | 191665 | 40110 | 151555 |
| TEXAS PACIFIC LAND TRUST | 2000-08 | PURCHASE | 2012-08 | 33316 | 20106 | 13210 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (22 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BANK OF AMERICA | 42000 | 11610 |
| KRISPY KREME | 8795 | 14070 |
| NSTAR/NORTHEAST UTILITIES | 14333 | 27536 |
| KRAFT FOODS | 30312 | 15142 |
| ING RUSSIA | 43988 | 67096 |
| SCHIFF NUTRITION | 21845 | 126000 |
| BERKSHIRE HATHAWAY | 277540 | 358800 |
| DUKE ENERGY | 17116 | 19140 |
| IMAX CORP. | 11403 | 44960 |
| SMART BALANCE | 53166 | 90300 |
| CITIZENS/FRONTIER COMMUNICATIONS | 13388 | 4280 |
| MICROSOFT | 25395 | 26710 |
| NATIONAL GRID | 29347 | 43080 |
| TPL | 180987 | 187005 |
| HEELY'S | 4958 | 5575 |
| WHOLE FOODS | 93638 | 118508 |
| MARKEL CORP | ||
| BIGLARI HOLDINGS | 37908 | 39002 |
| POSEIDON | 18287 | 2812 |
| PROSAFE | 19000 | 21257 |
| UNSP | 17990 | 29995 |
| MONDELEZ | 19874 | 25453 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (9 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| EXPENSES | |||
| EVENTS | 500 | 2 | |
| PRODUCTS GIVEN WITH DONATIONS | 18285 | ||
| COMPUTER-RELATED | 347 | ||
| INVESTMENT EXPENSE | 56 | ||
| STUDENT EXPENSES | 3777 | 1 | |
| TELEPHONE | 50 | ||
| ANTI-TRAFFICKING PROJECT | 2707 | 3 | |
| BANK SERVICE CHARGES | 75 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NON-DIVIDEND DISTRIBUTIONS | Description |
| Revenue And Expenses Per Books | 107 | RevenueAndExpensesPerBooks |
| Net Investment Income | 107 | NetInvestmentIncome |
| Adjusted Net Income | 107 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITIES COST DIFFERENCES | Description |
| Amount | $448 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONTRACT LABOR - CELESTE BUNDY | Category |
| Amount | $8,000 | Amount |
| Disbursements Charitable Prps | 2 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | EDWARD DONAHUE | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 158 WATSON ROAD | AddressLine1 |
| City | BELMONT | City |
| State | MA | State |
| ZIP Code | 02478 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| INTERNAL REVENUE SERVICE | $187 | |
| FOREIGN TAXES PAID | 231 |
Comments