JOSEPH P DONAHUE CHARITABLE FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: JOSEPH P DONAHUE CHARITABLE FOUNDATION (EIN 04-3244143)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-05-13
IRS object ID: 201111339349100631
Schema version: 2010v3.2
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
Investments Corp Stock Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-05-13T10:10:51-05:00	Timestamp
Tax Period End Date	2010-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

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	2010-01-01	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	JOSE	NameControl
Phone	6174882700	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	6174882700	Phone
Date Signed	2011-05-11	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	RICHARD B DAWSON	Name
Phone	2078740355	Phone
Date Prepared	2011-05-11	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2010	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	459176	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	37	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	37	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	12249	DividendsRevAndExpnss
Dividends Net Invst Incm	12249	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	8635	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	80324	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	8635	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	-1605	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	0	OtherIncomeNetInvstIncm
Other Income Adj Net Incm	0	OtherIncomeAdjNetIncm
Total Revenue And Expenses	19316	TotalRevenueAndExpenses
Total Net Investment Income	20921	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	4000	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	4000	OtherProfFeesNetInvstIncm
Other Prof Fees Adj Net Incm	0	OtherProfFeesAdjNetIncm
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	768	TaxesRevAndExpnss
Taxes Net Invst Incm	0	TaxesNetInvstIncm
Taxes Adj Net Incm	0	TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	458	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	180	OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm	0	OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps	0	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	5226	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	4180	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	0	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	127600	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	127600	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	132826	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	4180	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	0	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	127600	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-113510	ExcessOfRevenueOverExpenses
Net Investment Income	16741	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	93504	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	54727	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	54727	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	143282	InvestmentsCorpStockBOY
Investments Corp Stock EOY	140298	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	404449	InvestmentsCorpStockEOYFMV
Investments Other BOY	71749	InvestmentsOtherBOY
Total Assets BOY	308535	TotalAssetsBOY
Total Assets EOY	195025	TotalAssetsEOY
Total Assets EOYFMV	459176	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	308535	RetainedEarningsBOY
Retained Earnings EOY	195025	RetainedEarningsEOY
Total Net Assets BOY	308535	TotalNetAssetsBOY
Total Net Assets EOY	195025	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	308535	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	195025	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	308535	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-113510	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	195025	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	195025	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
900 SHS CHESAPEAKE ENERGY	P	2009-10-02	2010-12-13	80324	71749	8575	8575
FROM K-1, ALLIANCEBERNSTEIN	P					18	18
FROM K-1, ALLIANCEBERNSTEIN	P					42	42

Field	Value	IRS element (for citing)
Capital Gain Net Income	8635	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	66300	QualifyingDistributionsYear1
Noncharitable Assets Year1	461854	NoncharitableAssetsYear1
Distribution Ratio Year1	0.143552	DistributionRatioYear1
Qualifying Distributions Year2	71765	QualifyingDistributionsYear2
Noncharitable Assets Year2	597170	NoncharitableAssetsYear2
Distribution Ratio Year2	0.120175	DistributionRatioYear2
Qualifying Distributions Year3	174774	QualifyingDistributionsYear3
Noncharitable Assets Year3	786187	NoncharitableAssetsYear3
Distribution Ratio Year3	0.222306	DistributionRatioYear3
Qualifying Distributions Year4	98485	QualifyingDistributionsYear4
Noncharitable Assets Year4	656616	NoncharitableAssetsYear4
Distribution Ratio Year4	0.149989	DistributionRatioYear4
Qualifying Distributions Year5	143081	QualifyingDistributionsYear5
Noncharitable Assets Year5	625886	NoncharitableAssetsYear5
Distribution Ratio Year5	0.228606	DistributionRatioYear5
Total Distribution Ratio	0.864628	TotalDistributionRatio
Average Distribution Ratio	0.172926	AverageDistributionRatio
Net Noncharitable Assets	498384	NetNoncharitableAssets
Adjusted Noncharitable Assets	86184	AdjustedNoncharitableAssets
One Percent Net Investment Income	167	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	86351	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	127600	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	167	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	167	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	167	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	840	EstTaxPaymentsAndOverpayment
Total Credits And Payments	840	TotalCreditsAndPayments
Overpayment	673	Overpayment
Amount Credited To Next Year	673	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

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	9784528902	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
4 DERBY STREET	TYNGSBORO	MA	01879	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	428177	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	77797	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	505974	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	505974	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	7590	CashDeemedCharitable
Net Noncharitable Assets	498384	NetNoncharitableAssets
Minimum Investment Return	24919	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	24919	MinimumInvestmentReturn
Tax Based On Investment Income	167	TaxBasedOnInvestmentIncome
Total Tax	167	TotalTax
Distributable Amount Before Adj	24752	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	24752	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	24752	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	127600	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	127600	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	167	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	127433	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	24752	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	112495	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	65872	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	137631	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	42767	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	44015	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	402780	TotalExcessDistriCarryover
Qualifying Distributions	127600	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	24752	AppliedToCurrentYear
Remaining Distri From Corpus	102848	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	505628	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	112495	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	393133	ExcessDistriCyovToNextYear
Excess From Year4	65872	ExcessFromYear4
Excess From Year3	137631	ExcessFromYear3
Excess From Year2	42767	ExcessFromYear2
Excess From Year1	44015	ExcessFromYear1
Excess From Current Year	102848	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 (68 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
BIG BROTHERS BIG SISTERS OF LOWELL
45 MERRIMACK STREET	LOWELL	MA	01852	NONE	PUBLIC	UNRESTRICTED	$500
BROTHER ROBERT SULLIVAN ENDOWMENT FOR EXCELLENCE
ST JOHNS PREP 72 SPRING STREET	DANVERS	MA	01923	NONE	PUBLIC	UNRESTRICTED	$3,000
CATHOLIC SCHOOLS FOUNDATION
260 FRANKLIN STREET SUITE 630	BOSTON	MA	02110	NONE	PUBLIC	UNRESTRICTED	$2,500
CHRISTMAS IN APRIL
114 BILLINGS STREET	LOWELL	MA	01850	NONE	PUBLIC	UNRESTRICTED	$2,500
COUNTERPATH PRESS
PO BOX 18351	DENVER	CO	80218	NONE	PUBLIC	UNRESTRICTED	$5,000
CUTLER LIBRARY
PO BOX 186	PLAINFIELD	VT	05667	NONE	PUBLIC	UNRESTRICTED	$250
D'YOUVILLE FOUNDATION
PO BOX 8828	LOWELL	MA	01853	NONE	PUBLIC	UNRESTRICTED	$10,000
DARTMOUTH ALUMNI FUND
6066 DEVELOPMENT OFFICE	HANOVER	NH	03755	NONE	PUBLIC	UNRESTRICTED	$2,500
DOS MADRES
PO BOX 294	LOVELAND	OH	45140	NONE	PUBLIC	UNRESTRICTED	$2,500
EILEEN MARJORIE MCGUIRE DONAHUE SCHOLARSHIP FUND
169 MERRIMACK ST 5TH FL	LOWELL	MA	01852	NONE	PUBLIC	UNRESTRICTED	$500
FLOOD EDITIONS
PO BOX 3865	CHICAGO	IL	60654	NONE	PUBLIC	UNRESTRICTED	$9,000
FR JOHN MCHUGH OMI OBLATE INFIRMARY & RETIREMENT RES
486 CHANDLER STREET	TEWKSBURY	MA	01876	NONE	PUBLIC	UNRESTRICTED	$1,000
FRIENDS OF THE WINOOSKI RIVER
PO BOX 777	MONTPELIER	VT	05602	NONE	PUBLIC	UNRESTRICTED	$250
GCI EARTH WALK
PO BOX 21	PLAINFIELD	VT	05667	NONE	PUBLIC	UNRESTRICTED	$1,000
GIRLS INC
220 WORTHEN STREET	LOWELL	MA	01852	NONE	PUBLIC	UNRESTRICTED	$500
GOOD SAMARITAN HAVEN
105 NO SEMINARY STREET	BARRE	VT	05641	NONE	PUBLIC	UNRESTRICTED	$1,000
GREATER LOWELL COMMUNITY FOUNDATION
100 MERRIMACK ST SUITE 202	LOWELL	MA	01852	NONE	PUBLIC	UNRESTRICTED	$2,500
GREEN MOUNTAIN MONASTERY
420 HILLCREST ROAD	GREENSBORO	VT	05841	NONE	PUBLIC	UNRESTRICTED	$1,000
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
JAQUITH LIBRARY
OLD SCHOOLHOUSE COMMON	MARSHFIELD	VT	05658	NONE	PUBLIC	UNRESTRICTED	$250
LADY OF JOY
36811 NORTH PIMA ROAD	CAREFREE	AZ	85377	NONE	PUBLIC	UNRESTRICTED	$2,500
LAWRENCE ACADEMY ANNUAL FUND
PO BOX 922	GROTON	MA	01450	NONE	PUBLIC	UNRESTRICTED	$3,000
LOWELL CATHOLIC HIGH SCHOOL
530 STEVENS STREET	LOWELL	MA	01851	NONE	PUBLIC	UNRESTRICTED	$2,500
LOWELL GIRLS LACROSSE
C/O PAT SHERIDAN 376 BUTMAN ROAD	LOWELL	MA	01852	NONE	PUBLIC	UNRESTRICTED	$1,000
LOWELL JR HIGH SCHOOL FOOTBALL
GEARY GEARY 32 CHURCH STREET	LOWELL	MA	01852	NONE	PUBLIC	UNRESTRICTED	$500
LOWELL LACROSSE
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
MAHOOSUC LAND TRUST
57 MAIN STREET PO BOX 981	BETHEL	ME	04217	NONE	PUBLIC	UNRESTRICTED	$1,000
MCC FOUNDATION
PO BOX 716	BEDFORD	MA	01739	NONE	PUBLIC	UNRESTRICTED	$2,500
MERRIMACK REPERTORY THEATER
MERRIMACK STREET	LOWELL	MA	01852	NONE	PUBLIC	UNRESTRICTED	$2,800
NATURAL RESOURCES COUNCIL OF MAINE
3 WADE STREET	AUGUSTA	ME	04330	NONE	PUBLIC	UNRESTRICTED	$1,000
NOISE POLLUTION CLEARING HOUSE
PO BOX 1137	MONTPELIER	VT	05601	NONE	PUBLIC	UNRESTRICTED	$500
OLD MEETING HOUSE
1620 CENTER ROAD	MONTPELIER	VT	05602	NONE	PUBLIC	UNRESTRICTED	$1,000
ORCHARD VALLEY SCHOOL
RTE 14N	EAST MONTPELIER	VT	05651	NONE	PUBLIC	UNRESTRICTED	$7,500
POORE CLARE SISTERS
445 RIVER ROAD	ANDOVER	MA	01810	NONE	PUBLIC	UNRESTRICTED	$1,000
SHEDD PARK BASEBALL
61 GLENN ROAD	LOWELL	MA	01852	NONE	PUBLIC	UNRESTRICTED	$500
SPECIAL OLYMPICS OF MASSACHUSETTS
PO BOX 313	HATHORNE	MA	01937	NONE	PUBLIC	UNRESTRICTED	$300
ST MARY MAGDELEN CHURCH
93 LAKEVIEW AVE	TYNGSBORO	MA	01879	NONE	PUBLIC	UNRESTRICTED	$5,000
SULLIVAN SCHOOL PTO
150 DRAPER STREET	LOWELL	MA	01852	NONE	PUBLIC	UNRESTRICTED	$3,000
THE BROOKLYN RAIL
99 COMMERCIAL STREET SUITE 315	BROOKLYN	NY	11222	NONE	PUBLIC	UNRESTRICTED	$2,500
THE ONION RIVER FOOD SHELF
OLD SCHOOLHOUSE COMMON	MARSHFIELD	VT	05658	NONE	PUBLIC	UNRESTRICTED	$1,000
UNITED TEEN EQUALITY CENTER
34 HURD STREET	LOWELL	MA	01852	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	$4,500
WBUR
890 COMMONWEALTH AVE	BOSTON	MA	02215	NONE	PUBLIC	UNRESTRICTED	$1,000
ST JOHN'S PREP ANNUAL FUND
72 SPRING STREET	DANVERS	MA	01923	NONE	PUBLIC	UNRESTRICTED	$1,000
VNA OF GREATER LOWELL MISSION FUND
336 CENTRAL STREET	LOWELL	MA	01852	NONE	PUBLIC	UNRESTRICTED	$1,000
LOWELL HERITAGE PARTNERSHIP
PO BOX 8744	LOWELL	MA	01853	NONE	PUBLIC	UNRESTRICTED	$1,000
JOSEPH P DONAHUE ENTREPRENEUR FUND CO PAUL MARION UMASS LOWELL
883 BROADWAY STREET	LOWELL	MA	01854	NONE	PUBLIC	UNRESTRICTED	$5,000
BRIDGTON ACADEMY
PO BOX 292	BRIDGTON	ME	04057	NONE	PUBLIC	UNRESTRICTED	$1,000
LOWELL WISH PROJECT
49 MARSHALL ROAD	LOWELL	MA	01852	NONE	PUBLIC	UNRESTRICTED	$1,000
CHELMSFORD COMMUNITY EXCHANGE
ONE NORTH ROAD	CHELMSFORD	MA	01824	NONE	PUBLIC	UNRESTRICTED	$1,000
FRIENDS OF DARTMOUTH BASEBALL
6083 ALUMNI GYMNASIUM	HANOVER	NH	03755	NONE	PUBLIC	UNRESTRICTED	$200
DARTMOUTH COLLEGE FUND
6066 DEVELOPMENT OFFICE	HANOVER	NH	03755	NONE	PUBLIC	UNRESTRICTED	$2,500
INNER CITY SCHOLARSHIP FUND
260 FRANKLIN STREET SUITE 630	BOSTON	MA	02110	NONE	PUBLIC	UNRESTRICTED	$2,500
SPHINX FOUNDATION
PO BOX 213	HANOVER	NH	03755	NONE	PUBLIC	UNRESTRICTED	$200
GREATER LOWELL OLD SCOUTS
PO BOX 607	NORTH CHELMSFORD	MA	01863	NONE	PUBLIC	UNRESTRICTED	$100
SOLAR FEST
PO BOX 1052	MIDDLETOWN SPRINGS	VT	05750	NONE	PUBLIC	UNRESTRICTED	$250
GLOBAL HEALTH MEDIA PROJECT
30 COMMON ROAD	WAITSFIELD	VT	05673	NONE	PUBLIC	UNRESTRICTED	$1,000
WGDR
PO BOX 336	PLAINTFIELD	VT	05667	NONE	PUBLIC	UNRESTRICTED	$1,000
VERMONT STRING SCHOOL
32 MAIN STREET BOX 146	MONTPELIER	VT	05602	NONE	PUBLIC	UNRESTRICTED	$500
ECHO VALLEY COMMUNITY ARTS
PO BOX 104	N MONTPELIER	VT	05666	NONE	PUBLIC	UNRESTRICTED	$250
FAMILY CENTER OF WASHINGTON COUNTY
383 SHERWOOD DRIVE	MONTPELIER	VT	05602	NONE	PUBLIC	UNRESTRICTED	$250
GREEN MOUNTAIN YOUTH SYMPHONY
15 PLEASANTVIEW STREET	MONTPELIER	VT	05602	NONE	PUBLIC	UNRESTRICTED	$1,000
PREVENT CHILD ABUSE VERMONT
PO BOX 829	MONTPELIER	VT	05601	NONE	PUBLIC	UNRESTRICTED	$500
ESSAY PRESS
208 UTICA STREET	ITHACA	NY	14850	NONE	PUBLIC	UNRESTRICTED	$1,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	127600	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	$37	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$12,249	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$8,635	ExclusionAmount

Other Revenue Described OtherRevenueDescribed

Field	Value	IRS element (for citing)
Description	LOSS FROM SCHEDULE K-1, ALLIANCEBERNSTEIN HOLDINGS	Description
Business Code	900003	BusinessCode
Unrelated Business Income	-$1,605	UnrelatedBusinessIncomeAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	-$1,605	UnrelatedBusinessIncomeAmount
Exclusion	$20,921	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	19316	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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (5 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
ALLIANCEBERNSTEIN HLDS LTD PTNRSHP - 800 SH	35781	18664
CHEVRON TEXACO - 800 SH	34902	73000
EMERSON ELECTRIC - 500 SH	27764	28585
NIKE - 2682 SH	1781	229096
UNITED TECHNOLOGIES CORP 700 SH	40070	55104

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
MA FORM PC FILING FEE	35	35
ENTERPRISE BANK FEES	130	130
FROM K-1, ALLIANCEBERNSTEIN - OTHER DEDUCTIONS	15	15
FROM K-1, ALLIANCEBERNSTEIN - NON-DEDUCTIBLE EXPENSES	278	0

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	LOSS FROM SCHEDULE K-1, ALLIANCEBERNSTEIN HOLDINGS	Description
Revenue And Expenses Per Books	-1605	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	$4,000	Amount
Net Investment Income	4000	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	2009 990-PF ESTIMATED TAXES	Category
Amount	$768	Amount
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

JOSEPH P DONAHUE CHARITABLE FOUNDATION: Form 990PF, tax year 2010

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (68 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Other Revenue Described OtherRevenueDescribed

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Relationship Schedule RelationshipSchedule

Name Of Organization NameOfOrganization

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (5 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (4 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Taxes Schedule TaxesSchedule

Taxes Taxes

Comments