DONAHUE CHARITABLE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- DONAHUE CHARITABLE FOUNDATION (EIN 04-3368096)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-08
- IRS object ID
- 201241299349100314
- Schema version
- 2011v1.2
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-08T08:46:07-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-05-07 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Prepared | 2012-05-07 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 847726 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 108180 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 708 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 708 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 708 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 7558 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 7558 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 7558 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 21658 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 73048 | GrossSalesPrice |
| Other Income Rev And Expnss | 876 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 876 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 876 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 138980 | TotalRevenueAndExpenses |
| Total Net Investment Income | 9142 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 9142 | TotalAdjustedNetIncome |
| Taxes Rev And Expnss | 202 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 1653 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 4321 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1855 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4321 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 44050 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 44050 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 45905 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 48371 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 93075 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 9142 | NetInvestmentIncome |
| Adjusted Net Income | 9142 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 11485 | CashBOY |
| Cash EOY | 5291 | CashEOY |
| Cash EOYFMV | 5291 | CashEOYFMV |
| Investments Corp Stock BOY | 643416 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 747148 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 842435 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 654901 | TotalAssetsBOY |
| Total Assets EOY | 752439 | TotalAssetsEOY |
| Total Assets EOYFMV | 847726 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 654901 | UnrestrictedBOY |
| Unrestricted EOY | 752439 | UnrestrictedEOY |
| Total Net Assets BOY | 654901 | TotalNetAssetsBOY |
| Total Net Assets EOY | 752439 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 654901 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 752439 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 654901 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 93075 | ExcessOfRevenueOverExpenses |
| Other Increases | 4463 | OtherIncreases |
| Subtotal | 752439 | Subtotal |
| Total Net Assets Fund Balances EOY | 752439 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 43062 | QualifyingDistributionsYear1 |
| Qualifying Distributions Year2 | 47192 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 469837 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.100443 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 58675 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 599570 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.097862 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 35160 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 628525 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.055940 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 28138 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 573041 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.049103 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.303348 | TotalDistributionRatio |
| Average Distribution Ratio | 0.075837 | AverageDistributionRatio |
| Net Noncharitable Assets | 808508 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 61315 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 91 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 61406 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 48371 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 183 | InvestmentIncomeExciseTax |
| Subtotal | 183 | Subtotal |
| Tax Based On Investment Income | 183 | TaxBasedOnInvestmentIncome |
| Tax Due | 183 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
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 |
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 |
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 | 1.00 | 0 | 0 | 0 |
| MICHELE L DUDLEY | ||||||||
| 3000 SOMERSET DRIVE | CHARLOTTE | NC | 28209 | MANAGER | 3.00 | 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 | ALARM, INC. - CONSTRUCTION OF DORMITORY FOR GIRLS SCHOOL IN RWANDA AND CONTRIBUTION TO GENERAL FUND OF ALARM TO SUPPORT AFRICAN STAFF. | Description1 |
| Expenses1 | 17050 | Expenses1 |
| Description2 | SUPPORT OF SCHOOL IN RWANDA AND OPERATING EXPENSES THROUGH SEEDS OF HOPE | Description2 |
| Expenses2 | 8200 | Expenses2 |
| Description3 | FOREST HILL CHURCH FOR MISSION WORK IN AFRICA | Description3 |
| Expenses3 | 3000 | Expenses3 |
| Description4 | WORLD CONCERN FOR FAMIME RELIEF IN SOMALIA | 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 | 811831 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 8989 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 820820 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 820820 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12312 | CashDeemedCharitable |
| Net Noncharitable Assets | 808508 | NetNoncharitableAssets |
| Minimum Investment Return | 40425 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 40425 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 183 | TaxBasedOnInvestmentIncome |
| Total Tax | 183 | TotalTax |
| Distributable Amount Before Adj | 40242 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 40242 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 40242 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 48371 | ExpensesAndContributions |
| Qualifying Distributions | 48371 | QualifyingDistributions |
| Adj Qualifying Distributions | 48371 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 40242 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 4430 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 29208 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 23888 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 43202 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 100728 | TotalExcessDistriCarryover |
| Qualifying Distributions | 48371 | QualifyingDistributions |
| Applied To Current Year | 40242 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 8129 | RemainingDistriFromCorpus |
| Total Corpus | 108857 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 108857 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 4430 | ExcessFromYear4 |
| Excess From Year3 | 29208 | ExcessFromYear3 |
| Excess From Year2 | 23888 | ExcessFromYear2 |
| Excess From Year1 | 43202 | ExcessFromYear1 |
| Excess From Current Year | 8129 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWARD DONAHUE | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|
| MISSIONARIES OF CHARITIES | ||||||||
| 335 EAST 145TH ST | 335 E 145TH ST | BRONX | NY | 10451 | NA | NA | ORPHANAGE IN ROMANIA | $1,000 |
| CHARLOTTE PREGANACY | ||||||||
| 1505 E 4TH STREET | 1505 EAST 4TH STREET | CHARLOTTE | NC | 28204 | NA | NA | CRISIS PREGNANCIES | $1,500 |
| ALEXANDER YOUTH NETWORK | ||||||||
| 6220 THERMAL RD | 6220 THERMAL ROAD | CHARLOTTE | NC | 28211 | NA | NA | YOUTH MENTAL HEALTH | $1,000 |
| COMPASSION INTL | ||||||||
| P O BOX | P O BOX | COLORADO SPRINGS | CO | 80997 | NA | NA | SPONSORSHIP OF CHILDREN | $1,800 |
| SEEDS OF HOPE | ||||||||
| 1713 CLEVELAND AVE | 1713 CLEVELAND AVE | CHARLOTTE | NC | 28203 | NA | NA | CHURCH REBUILDING IN SUDAN | $8,200 |
| FOREST HILL CHURCH | ||||||||
| 7224 PARK ROAD | 7224 PARK ROAD | CHARLOTTE | NC | 28210 | NA | NA | MISSION TRIP | $3,000 |
| WORLD CONCERN | ||||||||
| 19303 FREEMONT AVE NORTH | 19303 FREEMONT AVE NORTH | SEATTLE | WA | 98133 | NA | NA | FAMINE RELIEF | $3,000 |
| ALARM | ||||||||
| PO BOX 740337 | PO BOX 740337 | DALLAS | TX | 75374 | NA | NA | RECONCILIATION IN AFRICA | $17,050 |
| JIMMY FUNDPAN MASS | ||||||||
| 10 BROOKLINE PLACE WEST | 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | NA | NA | CHILDREN'S CANCER RESEARCH | $3,000 |
| MISSION TO THE WORLD | ||||||||
| 1600 NORTH BROWN RD | 1600 NORTH BROWN ROAD | LAWRENCEVILLE | GA | 30043 | NA | NA | TSUNAMI RELIEF - JAPAN | $2,500 |
| A BETTER WORLD | ||||||||
| 4527 FREEDOM DRIVE | 4527 FREEDOM DRIVE | CHARLOTTE | NC | 28208 | NA | NA | AFTERSCHOOL PROGRAM | $1,500 |
| BROOKSTONE SCHOOL | ||||||||
| 2414 LESTER ST | 2414 LESTER ST | CHARLOTTE | NC | 28208 | NA | NA | URBAN SCHOOL | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 44050 | 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 | 708 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 7558 | RelatedOrExemptFunctionIncome |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 876 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 21658 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NON-DIVIDEND DISTRIBUTIONS | Description |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 30800 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 30800 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | EDWARD DONAHUE | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 158 WATSON ROAD | AddressLine1 |
| City | BELMONT | City |
| State | MA | State |
| ZIP Code | 02478 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 108180 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
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 (12 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| GENERAL ELECTRIC | 2009-01 | PURCHASE | 2011-06 | 4622 | 3026 | 1596 |
| GENERAL ELECTRIC | 2009-01 | PURCHASE | 2011-09 | 3980 | 3026 | 954 |
| KRISPY KREME | 2004-08 | PURCHASE | 2011-10 | 3559 | 7597 | -4038 |
| SCHIFF NUTRITION | 2002-10 | PURCHASE | 2011-05 | 1378 | 966 | 412 |
| SCHIFF NUTRITION | 2002-10 | PURCHASE | 2011-05 | 7924 | 5514 | 2410 |
| SCHIFF NUTRITION | 2002-10 | PURCHASE | 2011-10 | 2498 | 1296 | 1202 |
| SCHIFF NUTRITION | 2002-10 | PURCHASE | 2011-10 | 3743 | 1944 | 1799 |
| SCHIFF NUTRITION | 2002-10 | PURCHASE | 2011-10 | 2520 | 1157 | 1363 |
| SCHIFF NUTRITION | 2002-10 | PURCHASE | 2011-10 | 9911 | 4573 | 5338 |
| SCHIFF NUTRITION | 2002-10 | PURCHASE | 2011-10 | 8651 | 4011 | 4640 |
| SCHIFF NUTRITION | 2002-10 | PURCHASE | 2011-10 | 9905 | 4584 | 5321 |
| SPECTRA ENERGY | 2006-12 | PURCHASE | 2011-10 | 14357 | 13696 | 661 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (19 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BANK OF AMERICA | 42000 | 5560 |
| KRISPY KREME | 11726 | 13080 |
| NSTAR | 20149 | 35220 |
| GENERAL ELECTRIC | ||
| KRAFT FOODS | 30618 | 37360 |
| ING RUSSIA | 43660 | 57700 |
| SCHIFF NUTRITION | 65100 | 107000 |
| BERKSHIRE HATHAWAY | 167193 | 209825 |
| DUKE ENERGY | 18999 | 22000 |
| IMAX CORP. | 11403 | 36660 |
| SMART BALANCE | 53558 | 37520 |
| SPECTRA ENERGY | ||
| CITIZENS/FRONTIER COMMUNICATIONS | 17661 | 7725 |
| MICROSOFT | 25395 | 25960 |
| NATIONAL GRID | 29347 | 36360 |
| TPL | 58106 | 63476 |
| HEELY'S | 4958 | 4625 |
| WHOLE FOODS | 108751 | 104370 |
| MARKEL CORP | 38524 | 37994 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| EXPENSES | ||
| POSTAGE | 138 | |
| CHARITABLE SUPPLIES | 300 | 300 |
| COMPUTER-RELATED | 315 | |
| STUDENT EXPENSES | 900 | 900 |
| TUITION | 3121 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NON-DIVIDEND DISTRIBUTIONS | Description |
| Revenue And Expenses Per Books | 876 | RevenueAndExpensesPerBooks |
| Net Investment Income | 876 | NetInvestmentIncome |
| Adjusted Net Income | 876 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITIES COST DIFFERENCES | Description |
| Amount | $4,463 | Amount |
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 |
|---|---|
| INTERNAL REVENUE SERVICE | $142 |
| NC DEPT OF REVENUE | $60 |
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