2013-05-14T14:49:04-05:00 2012-12-31 010459941 DAWSON SMITH PURVIS & BASSETT PA 15 CASCO STREET PORTLAND ME 041012902 990PF 2012-01-01 043244143 JOSEPH P DONAHUE CHARITABLE FOUNDATION C/O JOSEPH P DONAHUE ESQ DONA 2078839813 21 GEORGE STREET LOWELL MA 018522283 JOSEPH P DONAHUE JR 2078839813 2013-05-14 1 RICHARD B DAWSON P00173150 2078740355 2013-05-14 2012 2016-03-07 17:11:31Z X 618948 X 313470 9 9 10917 10917 96294 97228 96294 -2014 0 0 418676 107220 0 0 0 0 0 3200 3200 0 0 1297 0 0 0 504 205 0 0 5001 3405 0 0 118500 118500 123501 3405 0 118500 295175 103815 0 68996 53434 53434 136202 136264 564325 0 1189 1189 205198 190887 618948 0 0 X 0 0 0 0 205198 190887 205198 190887 205198 190887 205198 295175 0 500373 309486 190887 PUBLICLY TRADED SECURITIES P 97228 1330 95898 95898 FROM K-1, ALLIANCEBERNSTEIN P 396 396 96294 0 83980 447703 0.187580 127433 498384 0.255692 66300 461854 0.143552 71765 597170 0.120175 174774 786187 0.222306 0.929305 0.185861 553545 102882 1038 103920 118500 X 1038 0 1038 0 1038 1000 1000 38 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A JOSEPH P DONAHUE JR 2078839813 21 GEORGE ST LOWELL MA 01852 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOSEPH P DONAHUE JR 21 GEORGE STREET LOWELL MA 01852 0.00 0 0 0 DAVID W DONAHUE 111 DEVONSHIRE STREET BOSTON MA 02109 0.00 0 0 0 MATTHEW DONAHUE 21 GEORGE STREET LOWELL MA 01852 0.00 0 0 0 JOHN DONAHUE 21 GEORGE STREET LOWELL MA 01852 0.00 0 0 0 NONE 0 NONE 0 0 521127 40848 0 561975 0 0 561975 8430 553545 27677 27677 1038 1038 26639 0 26639 0 26639 118500 0 118500 1038 117462 26639 0 0 137631 42767 44015 102848 63535 390796 118500 0 0 0 26639 91861 0 0 482657 0 0 0 0 0 0 137631 345026 42767 44015 102848 63535 91861 JOSEPH P DONAHUE JR X 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 1000 BROTHER ROBERT SULLIVAN CFX ENDOWMENT FOR EXCELLENCE C/O MIKE NEWHALL ST JOHNS PREP 72 SPRING STREET DANVERS MA 01923 NONE PUBLIC UNRESTRICTED 3000 CENTRAL VT HIGH SCHOOL INITIATIVE PO BOX 976 MONTPELIER VT 05601 NONE PUBLIC UNRESTRICTED 8000 COUNTERPATH PRESS 809 HUMBOLDT STREET DENVER CO 80218 NONE PUBLIC UNRESTRICTED 5000 D'YOUVILLE FOUNDATION PO BOX 8828 LOWELL MA 01853 NONE PUBLIC UNRESTRICTED 5000 DARTMOUTH COLLEGE FUND 6066 DEVELOPMENT OFFICE HANOVER NH 03755 NONE PUBLIC UNRESTRICTED 2500 DOS MADRES PO BOX 294 LOVELAND OH 45140 NONE PUBLIC UNRESTRICTED 5000 FR JOHN MCHUGH OMI OBLATE INFIRMARY & RETIREMENT RES 486 CHANDLER STREET TEWKSBURY MA 01876 NONE PUBLIC UNRESTRICTED 2000 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 1000 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 5000 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 7500 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 2000 ITS ALL ABOUT THE KIDS 14 EMMETT WAY LOWELL MA 01851 NONE PUBLIC UNRESTRICTED 3000 JOSEPH P DONAHUE ENTREPRENEUR FUND C/O UML PAUL MARION 883 BROADWAY STREET LOWELL MA 01854 NONE PUBLIC UNRESTRICTED 5000 LADY OF JOY 36811 NORTH PIMA ROAD CAREFREE AZ 85377 NONE PUBLIC UNRESTRICTED 2500 LOWELL CATHOLIC HIGH SCHOOL 530 STEVENS STREET LOWELL MA 01851 NONE PUBLIC UNRESTRICTED 2000 LOWELL GIRLS LACROSSE C/O PAT SHERIDAN 376 BUTMAN ROAD LOWELL MA 01852 NONE PUBLIC UNRESTRICTED 1000 LOWELL JR HIGH SCHOOL FOOTBALL C/O STEVE GEARY GEARY GEARY 32 CHURCH STREET LOWELL MA 01852 NONE PUBLIC UNRESTRICTED 500 LOWELL LACROSSE ASSOC PO BOX 8767 LOWELL MA 01853 NONE PUBLIC UNRESTRICTED 3000 LOWELL PARKS AND CONSERVATION TRUST PO BOX 7162 LOWELL MA 01852 NONE PUBLIC UNRESTRICTED 5000 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 1000 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 5000 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 5000 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 STREET LOWELL MA 01850 NONE PUBLIC UNRESTRICTED 4000 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 1000 ST JOHN'S PREP ANNUAL FUND 72 SPRING STREET DANVERS MA 01923 NONE PUBLIC UNRESTRICTED 3000 ST MARY MAGDELEN CHURCH 93 LAKEVIEW AVE TYNGSBORO MA 01879 NONE PUBLIC UNRESTRICTED 5000 THE ONION RIVER FOOD SHELF OLD SCHOOLHOUSE COMMON DEPOT ROAD MARSHFIELD VT 05658 NONE PUBLIC UNRESTRICTED 1000 UNITED TEEN EQUALITY CENTER 34 HURD STREET LOWELL MA 01852 NONE PUBLIC UNRESTRICTED 2000 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 1000 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 1000 WBUR C/O BOSTON UNIVERSITY 890 COMMONWEA TH AVE BOSTON MA 02215 NONE PUBLIC UNRESTRICTED 500 WGDR PO BOX 336 PLAINTFIELD VT 05667 NONE PUBLIC UNRESTRICTED 500 THE AUSTIN FUND C/O AUSTIN PREPARATORY SCHOOL 101 WILLOW STREET READING MA 01867 NONE PUBLIC UNRESTRICTED 3000 BISHOP MCNAMARA FUND C/O LOWELL CATHOLIC HIGH SCHOOL 530 STEVENS STREET LOWELL MA 01851 NONE PUBLIC UNRESTRICTED 4000 D'YOUVILLE MANOR ATTN DON MAIN 981 VARNUM AVE LOWELL MA 01854 NONE PUBLIC UNRESTRICTED 5000 118500 0 14 9 14 10917 18 96294 LOSS FROM K-1, ALLIANCEBERNSTEIN 900003 -2014 -2014 107220 0 105206 0 0 0 0 0 0 0 0 0 1 JP & EM DONAHUE CRT CRT COMMON TRUSTEES X X 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 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 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 1189 1189 UNREALIZED GAIN ON DONATED ASSETS 309486 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 LOSS FROM K-1, ALLIANCEBERNSTEIN -2014 0 FIN ADVISOR & ACCOUNTING 3200 3200 0 0 EXCISE TAXES 1297 0 0 0