JOSEPH P DONAHUE CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH P DONAHUE CHARITABLE FOUNDATION (EIN 04-3244143)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201331349349102083
- 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
- Investments Corp Stock Schedule
- 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) |
|---|---|---|
| Timestamp | 2013-05-14T14:49:04-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010459941 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAWSON SMITH PURVIS & BASSETT PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043244143 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH P DONAHUE CHARITABLE FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O JOSEPH P DONAHUE ESQ | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DONA | NameControl |
| Phone | 2078839813 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH P DONAHUE JR | Name |
| Title | TRUSTEE | Title |
| Phone | 2078839813 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD B DAWSON | Name |
| PTIN | P00173150 | PTIN |
| Phone | 2078740355 | Phone |
| Date Prepared | 2013-05-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 618948 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 313470 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 9 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 9 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 10917 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 10917 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 96294 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 97228 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 96294 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -2014 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 0 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 418676 | TotalRevenueAndExpenses |
| Total Net Investment Income | 107220 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 3200 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 3200 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1297 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 504 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 205 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5001 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3405 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 118500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 118500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 123501 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3405 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 118500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 295175 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 103815 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 68996 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 53434 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 53434 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 136202 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 136264 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 564325 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 0 | OtherAssetsBOY |
| Other Assets EOY | 1189 | OtherAssetsEOY |
| Other Assets EOYFMV | 1189 | OtherAssetsEOYFMV |
| Total Assets BOY | 205198 | TotalAssetsBOY |
| Total Assets EOY | 190887 | TotalAssetsEOY |
| Total Assets EOYFMV | 618948 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 205198 | RetainedEarningsBOY |
| Retained Earnings EOY | 190887 | RetainedEarningsEOY |
| Total Net Assets BOY | 205198 | TotalNetAssetsBOY |
| Total Net Assets EOY | 190887 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 205198 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 190887 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 205198 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 295175 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 500373 | Subtotal |
| Other Decreases | 309486 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 190887 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 97228 | 1330 | 95898 | 95898 |
| FROM K-1, ALLIANCEBERNSTEIN | P | 396 | 396 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 96294 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 83980 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 447703 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.187580 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 127433 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 498384 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.255692 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 66300 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 461854 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.143552 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 71765 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 597170 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.120175 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 174774 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 786187 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.222306 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.929305 | TotalDistributionRatio |
| Average Distribution Ratio | 0.185861 | AverageDistributionRatio |
| Net Noncharitable Assets | 553545 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 102882 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1038 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 103920 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 118500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1038 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1038 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1038 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1000 | TotalCreditsAndPayments |
| Tax Due | 38 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JOSEPH P DONAHUE JR | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2078839813 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 GEORGE ST | AddressLine1 |
| City | LOWELL | City |
| State | MA | State |
| ZIP Code | 01852 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 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 |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 521127 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 40848 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 561975 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 561975 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 8430 | CashDeemedCharitable |
| Net Noncharitable Assets | 553545 | NetNoncharitableAssets |
| Minimum Investment Return | 27677 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 27677 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1038 | TaxBasedOnInvestmentIncome |
| Total Tax | 1038 | TotalTax |
| Distributable Amount Before Adj | 26639 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 26639 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 26639 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 118500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 118500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1038 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 117462 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 26639 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 137631 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 42767 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 44015 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 102848 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 63535 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 390796 | TotalExcessDistriCarryover |
| Qualifying Distributions | 118500 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 26639 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 91861 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 482657 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 137631 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 345026 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 42767 | ExcessFromYear4 |
| Excess From Year3 | 44015 | ExcessFromYear3 |
| Excess From Year2 | 102848 | ExcessFromYear2 |
| Excess From Year1 | 63535 | ExcessFromYear1 |
| Excess From Current Year | 91861 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH P DONAHUE JR | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (52 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS OF MASS BAY | ||||||||
| 75 FEDERAL STREET | BOSTON | MA | 02110 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| BRIDGTON ACADEMY | ||||||||
| PO BOX 292 | BRIDGTON | ME | 04057 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| BROTHER ROBERT SULLIVAN CFX ENDOWMENT FOR EXCELLENCE | ||||||||
| C/O MIKE NEWHALL ST JOHNS PREP 72 | DANVERS | MA | 01923 | NONE | PUBLIC | UNRESTRICTED | $3,000 | SPRING STREET |
| CENTRAL VT HIGH SCHOOL INITIATIVE | ||||||||
| PO BOX 976 | MONTPELIER | VT | 05601 | NONE | PUBLIC | UNRESTRICTED | $8,000 | |
| COUNTERPATH PRESS | ||||||||
| 809 HUMBOLDT STREET | DENVER | CO | 80218 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| D'YOUVILLE FOUNDATION | ||||||||
| PO BOX 8828 | LOWELL | MA | 01853 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| DARTMOUTH COLLEGE FUND | ||||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| DOS MADRES | ||||||||
| PO BOX 294 | LOVELAND | OH | 45140 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| FR JOHN MCHUGH OMI OBLATE INFIRMARY & RETIREMENT RES | ||||||||
| 486 CHANDLER STREET | TEWKSBURY | MA | 01876 | NONE | PUBLIC | UNRESTRICTED | $2,000 | |
| FRIENDS OF THE WINOOSKI RIVER | ||||||||
| PO BOX 777 | MONTPELIER | VT | 05602 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| GCI EARTH WALK | ||||||||
| PO BOX 21 | PLAINFIELD | VT | 05667 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| GLOBAL HEALTH MEDIA PROJECT | ||||||||
| 30 COMMON ROAD | WAITSFIELD | VT | 056737331 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| GOLDEN HANDCUFFS REVIEW | ||||||||
| 1825 NE 58TH STREET | SEATTLE | WA | 98105 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| GOOD SAMARITAN HAVEN | ||||||||
| 105 NO SEMINARY STREET PO BOX 1104 | BARRE | VT | 05641 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| GREATER LOWELL COMMUNITY FOUNDATION | ||||||||
| 100 MERRIMACK ST SUITE 202 | LOWELL | MA | 018521707 | NONE | PUBLIC | UNRESTRICTED | $7,500 | |
| GREEN MOUNTAIN MONASTERY (ECOZOIC MONASTERY) | ||||||||
| 420 HILLCREST ROAD | GREENSBORO | VT | 05841 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| GREEN MOUNTAIN YOUTH SYMPHONY | ||||||||
| 15 PLEASANTVIEW STREET | MONTPELIER | VT | 05602 | 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 | |
| JOSEPH P DONAHUE ENTREPRENEUR FUND | ||||||||
| C/O UML PAUL MARION 883 BROADWAY | LOWELL | MA | 01854 | NONE | PUBLIC | UNRESTRICTED | $5,000 | STREET |
| LADY OF JOY | ||||||||
| 36811 NORTH PIMA ROAD | CAREFREE | AZ | 85377 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| LOWELL CATHOLIC HIGH SCHOOL | ||||||||
| 530 STEVENS STREET | LOWELL | MA | 01851 | NONE | PUBLIC | UNRESTRICTED | $2,000 | |
| LOWELL GIRLS LACROSSE | ||||||||
| C/O PAT SHERIDAN 376 BUTMAN ROAD | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| LOWELL JR HIGH SCHOOL FOOTBALL | ||||||||
| C/O STEVE GEARY GEARY GEARY 32 | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $500 | CHURCH STREET |
| LOWELL LACROSSE ASSOC | ||||||||
| PO BOX 8767 | LOWELL | MA | 01853 | NONE | PUBLIC | UNRESTRICTED | $3,000 | |
| LOWELL PARKS AND CONSERVATION TRUST | ||||||||
| PO BOX 7162 | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| LOWELL TRANSITIONAL LIVING | ||||||||
| 205-209 MIDDLESEX STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| 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 | |
| NOISE POLLUTION CLEARING HOUSE | ||||||||
| PO BOX 1137 | MONTPELIER | VT | 05601 | NONE | PUBLIC | UNRESTRICTED | $250 | |
| OFF THE PARK PRESS | ||||||||
| C/O RONNA LEBO 972 SUNSET RIDGE | BRIDGEWATER | NJ | 08807 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| OLD MEETING HOUSE | ||||||||
| 1629 CENTER ROAD | MONTPELIER | VT | 05602 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| ORCHARD VALLEY SCHOOL | ||||||||
| RTE 14N | EAST MONTPELIER | VT | 05651 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| POORE CLARE SISTERS MONESTARY OF ST CLARE | ||||||||
| 445 RIVER ROAD | ANDOVER | MA | 01810 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| PREVENT CHILD ABUSE VERMONT | ||||||||
| PO BOX 829 | MONTPELIER | VT | 05601 | NONE | PUBLIC | UNRESTRICTED | $250 | |
| REBUILDING TOGETHER LOWELL | ||||||||
| C/O PETER RICHARDS 114 BILINGS | LOWELL | MA | 01850 | NONE | PUBLIC | UNRESTRICTED | $4,000 | STREET |
| SHEDD PARK BASEBALL | ||||||||
| C/O CHRIS SMITH 61 GLENN ROAD | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| SPECIAL OLYMPICS OF MASSACHUSETTS | ||||||||
| 512 FOREST STREET | MARLBOROUGH | MA | 01752 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| ST JOHN'S PREP ANNUAL FUND | ||||||||
| 72 SPRING STREET | DANVERS | MA | 01923 | NONE | PUBLIC | UNRESTRICTED | $3,000 | |
| ST MARY MAGDELEN CHURCH | ||||||||
| 93 LAKEVIEW AVE | TYNGSBORO | MA | 01879 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| THE ONION RIVER FOOD SHELF | ||||||||
| OLD SCHOOLHOUSE COMMON DEPOT ROAD | MARSHFIELD | VT | 05658 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| UNITED TEEN EQUALITY CENTER | ||||||||
| 34 HURD STREET | LOWELL | MA | 01852 | NONE | PUBLIC | UNRESTRICTED | $2,000 | |
| VERMONT STRING SCHOOL | ||||||||
| 32 MAIN STREET BOX 146 | MONTPELIER | VT | 05602 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| VNA OF GREATER LOWELL MISSION FUND | ||||||||
| 336 CENTRAL STREET | LOWELL | MA | 018522609 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| VT YOUTH CONSERVATION CORP | ||||||||
| 1949 EAST MAIN STREET | RICHMOND | VT | 05477 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| WALDORF SCHOOL OF LEXINGTON | ||||||||
| 739 MASSACHUSETTS AVE | LEXINGTON | MA | 02420 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| WBUR | ||||||||
| C/O BOSTON UNIVERSITY 890 COMMONWEA | BOSTON | MA | 02215 | NONE | PUBLIC | UNRESTRICTED | $500 | TH AVE |
| WGDR | ||||||||
| PO BOX 336 | PLAINTFIELD | VT | 05667 | NONE | PUBLIC | UNRESTRICTED | $500 | |
| THE AUSTIN FUND | ||||||||
| C/O AUSTIN PREPARATORY SCHOOL 101 | READING | MA | 01867 | NONE | PUBLIC | UNRESTRICTED | $3,000 | WILLOW STREET |
| BISHOP MCNAMARA FUND | ||||||||
| C/O LOWELL CATHOLIC HIGH SCHOOL 530 | LOWELL | MA | 01851 | NONE | PUBLIC | UNRESTRICTED | $4,000 | STEVENS STREET |
| D'YOUVILLE MANOR | ||||||||
| ATTN DON MAIN 981 VARNUM AVE | LOWELL | MA | 01854 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 118500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10,917 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $96,294 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LOSS FROM K-1, ALLIANCEBERNSTEIN | Description |
| Business Code | 900003 | BusinessCode |
| Unrelated Business Income | -$2,014 | UnrelatedBusinessIncomeAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | -$2,014 | UnrelatedBusinessIncomeAmount |
| Exclusion | $107,220 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 105206 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 1 | RelationshipsNoncharitableEOs |
Relationship Schedule RelationshipSchedule
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP & EM DONAHUE CRT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Organization | CRT | TypeOfOrganization |
| Description Of Relationship | COMMON TRUSTEES | DescriptionOfRelationship |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|
| 1 | JOSEPH P DONAHUE JR | 21 GEORGE STREET | LOWELL | MA | 01852 | 220880 | X |
| 2 | JOSEPH P DONAHUE JR | 21 GEORGE STREET | LOWELL | MA | 01852 | 92590 | X |
Noncash Property NoncashProperty (2 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 2,000 SHS NIKE INC CL B COMMON STOCK | 220880 | 2012-03-21 |
| 2 | 1,000 SHS NIKE INC CL B COMMON STOCK | 92590 | 2012-11-16 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (5 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ALLIANCEBERNSTEIN HLDS LTD PTNRSHP - 800 SH | 30421 | 13944 |
| CHEVRON CORPORATION - 800 SH | 34902 | 86512 |
| EMERSON ELECTRIC - 500 SH | 27764 | 26480 |
| NIKE - 7,364 SH | 3107 | 379982 |
| UNITED TECHNOLOGIES CORP 700 SH | 40070 | 57407 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER ASSETS | Description |
| EOY Book Value | 1189 | EOYBookValue |
| EOYFMV | 1189 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON DONATED ASSETS | Description |
| Amount | $309,486 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| MA FORM PC FILING FEE | 35 | 0 | 0 | 0 |
| ENTERPRISE BANK FEES | 199 | 199 | 0 | 0 |
| FROM K-1, ALLIANCEBERNSTEIN - OTHER DEDUCTIONS | 10 | 6 | 0 | 0 |
| FROM K-1, ALLIANCEBERNSTEIN - NON-DEDUCTIBLE EXPENSES | 260 | 0 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LOSS FROM K-1, ALLIANCEBERNSTEIN | Description |
| Revenue And Expenses Per Books | -2014 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIN ADVISOR & ACCOUNTING | Category |
| Amount | $3,200 | Amount |
| Net Investment Income | 3200 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | Category |
| Amount | $1,297 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments