DONAHUE CHARITABLE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- DONAHUE CHARITABLE FOUNDATION (EIN 04-3368096)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-14
- IRS object ID
- 201131349349100103
- 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
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-14T14:57:30-05:00 | 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 | 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 | 2010-01-01 | 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 | 2011-05-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHELE DUDLEY | Name |
| Phone | 6174925152 | Phone |
| Date Prepared | 2011-05-14 | 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 | 792889 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 80043 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 12 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 12 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 12 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 14020 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 14020 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 14020 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 15248 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 112305 | GrossSalesPrice |
| Other Income Rev And Expnss | 5730 | OtherIncomeRevAndExpnss |
| Other Income Adj Net Incm | 5730 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 115053 | TotalRevenueAndExpenses |
| Total Net Investment Income | 14032 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 19762 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1500 | AccountingFeesRevAndExpnss |
| Taxes Rev And Expnss | 96 | TaxesRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 2562 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Dsbrs Chrtbl Prps | 167 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1984 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 1881 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3580 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4610 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 38592 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 38592 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 42172 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 43202 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 72881 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 14032 | NetInvestmentIncome |
| Adjusted Net Income | 19762 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 11547 | CashBOY |
| Cash EOY | 11485 | CashEOY |
| Cash EOYFMV | 11485 | CashEOYFMV |
| Investments Corp Stock BOY | 583769 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 643416 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 781404 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 595316 | TotalAssetsBOY |
| Total Assets EOY | 654901 | TotalAssetsEOY |
| Total Assets EOYFMV | 792889 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 595316 | UnrestrictedBOY |
| Unrestricted EOY | 654901 | UnrestrictedEOY |
| Total Net Assets BOY | 595316 | TotalNetAssetsBOY |
| Total Net Assets EOY | 654901 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 595316 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 654901 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 595316 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 72881 | ExcessOfRevenueOverExpenses |
| Subtotal | 668197 | Subtotal |
| Other Decreases | 13296 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 654901 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 47192 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 469837 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.100443 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 58675 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 599570 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.097862 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 35160 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 628525 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.055940 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 28138 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 573041 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.049103 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 19503 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 348472 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.055967 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.359315 | TotalDistributionRatio |
| Average Distribution Ratio | 0.071863 | AverageDistributionRatio |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| One Percent Net Investment Income | 140 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 140 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 43202 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 140 | InvestmentIncomeExciseTax |
| Subtotal | 140 | Subtotal |
| Tax Based On Investment Income | 140 | TaxBasedOnInvestmentIncome |
| Tax Due | 140 | 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 | 1.00 | 0 | 0 | 0 |
| THERESA D DONAHUE | ||||||||
| 158 WATSON ROAD | BELMONT | MA | 02478 | MANAGER | 0.50 | 0 | 0 | 0 |
| MICHELE L DUDLEY | ||||||||
| 3000 SOMERSET DRIVE | CHARLOTTE | NC | 28209 | MANAGER | 18.00 | 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 | 10000 | Expenses1 |
| Description2 | SUPPORT OF CAPITAL CAMPAIGN OF FOREST HILL CHURCH | Description2 |
| Expenses2 | 7000 | Expenses2 |
| Description3 | SIM - SUPPORT OF COURAGE HOMES FOR FORMERLY TRAFFICKED GIRLS IN INDIA | Description3 |
| Expenses3 | 5000 | Expenses3 |
| Description4 | COMPASSION INTERNATIONAL CHILD SPONSORSHIP | Description4 |
| Expenses4 | 3892 | 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 | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 0 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 0 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 0 | CashDeemedCharitable |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| Minimum Investment Return | 0 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | 140 | TaxBasedOnInvestmentIncome |
| Total Tax | 140 | TotalTax |
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 43202 | ExpensesAndContributions |
| Qualifying Distributions | 43202 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 140 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 43062 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 2138 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 4430 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 29208 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 23888 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 59664 | TotalExcessDistriCarryover |
| Qualifying Distributions | 43202 | QualifyingDistributions |
| Remaining Distri From Corpus | 43202 | RemainingDistriFromCorpus |
| Total Corpus | 102866 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 2138 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 100728 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 4430 | ExcessFromYear3 |
| Excess From Year2 | 29208 | ExcessFromYear2 |
| Excess From Year1 | 23888 | ExcessFromYear1 |
| Excess From Current Year | 43202 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWARD DONAHUE | ContributingManager |
| Contributing Manager | ERIC AND MICHELE DUDLEY | 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 | Address Line1RecipientForeignAddress/AddressLine1 | Address Line2RecipientForeignAddress/AddressLine2 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $1,000 | |||||
| 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 | $3,892 | |||||
| SEEDS OF HOPE | |||||||||||||
| 1713 CLEVELAND AVE | 1713 CLEVELAND AVE | CHARLOTTE | NC | 28203 | NA | NA | CHURCH REBUILDING IN SUDAN | $2,200 | |||||
| FOREST HILL CHURCH | |||||||||||||
| 7224 PARK ROAD | 7224 PARK ROAD | CHARLOTTE | NC | 28210 | NA | NA | CAPITAL CAMPAIGN | $7,000 | |||||
| WORLD VISION | |||||||||||||
| 34834 WEYERHAEUSER WAY SO | 34834 WEYERHAUSER WAY SO | FEDERAL WAY | WA | 98001 | NA | NA | DISASTER RELIEF - PAKISTAN | $1,000 | |||||
| HOGAR TERESA DE LOS ANDES | |||||||||||||
| NA | NA | SPECIAL NEEDS ORPHANAGE | $2,500 | COTOCA KM 4 VIA PAILAS | COTOCA KM 4 VIA PAILAS | SANTA CRUZ | BOLIVIA | BL | |||||
| ALARM | |||||||||||||
| PO BOX 740337 | PO BOX 740337 | DALLAS | TX | 75374 | NA | NA | RECONCILIATION IN AFRICA | $10,000 | |||||
| JIMMY FUND | |||||||||||||
| 10 BROOKLINE PLACE WEST | 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | NA | NA | CHILDREN'S CANCER RESEARCH | $1,500 | |||||
| HOGAR SAN JOSE | |||||||||||||
| NA | NA | SPECIAL NEEDS ORPHANAGE | $2,500 | 1079 SANTA CRUZ | 1079 SANTA CRUZ | SANTA CRUZ | BOLIVIA | BL | |||||
| SIM | |||||||||||||
| PO BOX 7900 | PO BOX 7900 | CHARLOTTE | NC | 28241 | NA | NA | TRANSITION HOME IN INDIA | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 38592 | 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 | 12 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 14020 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 15248 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NON-DIVIDEND DISTRIBUTIONS | Description |
| Related Or Exempt Function Income | 5730 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 35010 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 35010 | 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 (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | EDWARD DONAHUE | 158 WATSON ROAD | BELMONT | MA | 02478 | 59760 | X |
| 2 | ERIC MICHELE DUDLEY | 3000 SOMERSET DRIVE | CHARLOTTE | NC | 28209 | 20283 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAID TO MLD SERVICES, INC. | Category |
| Amount | $1,500 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| EDWARD C DONAHUE |
| THERESA D DONAHUE |
| MICHELE L DUDLEY |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (8 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| BERSHIRE HATHAWAY | 2006-06 | PURCHASE | 2010-07 | 15734 | 12002 | 3732 |
| GENERAL ELECTRIC | 2009-01 | PURCHASE | 2010-05 | 43861 | 34414 | 9447 |
| IMAX | 2006-08 | PURCHASE | 2010-11 | 26974 | 5702 | 21272 |
| KRISPY KREME | 2004-08 | PURCHASE | 2010-07 | 5946 | 22972 | -17026 |
| RELIV | 2005-12 | PURCHASE | 2010-11 | 1287 | 3187 | -1900 |
| RELIV | 2005-12 | PURCHASE | 2010-07 | 1137 | 1775 | -638 |
| SPECTRA | 2006-12 | PURCHASE | 2010-07 | 7979 | 10273 | -2294 |
| NSTAR | 2004-12 | PURCHASE | 2010-07 | 9387 | 6732 | 2655 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (17 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BANK OF AMERICA | 42000 | 13340 |
| KRISPY KREME | 19323 | 17450 |
| NSTAR | 20149 | 31643 |
| GENERAL ELECTRIC | 5932 | 9145 |
| KRAFT FOODS | 30327 | 31510 |
| ING RUSSIA | 43660 | 81440 |
| SCHIFF NUTRITION | 86000 | 127120 |
| RELIV | ||
| BERKSHIRE HATHAWAY | 167193 | 220303 |
| DUKE ENERGY | 18999 | 17810 |
| IMAX CORP. | 11403 | 56140 |
| SMART BALANCE | 53166 | 30310 |
| SPECTRA ENERGY | 13696 | 12495 |
| CITIZENS/FRONTIER COMMUNICATIONS | 18983 | 14595 |
| MICROSOFT | 25395 | 27910 |
| NATIONAL GRID | 29347 | 33285 |
| TPL | 57843 | 56908 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITIES COST DIFFERENCES | Description |
| Amount | $13,296 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (12 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| EXPENSES | ||
| POSTAGE | 61 | |
| OFFICE | 30 | |
| CHARITABLE SUPPLIES | 1640 | |
| BOOKS & PUBLICATIONS | 682 | |
| EMAIL EXPENSE | 180 | |
| COMPUTER-RELATED | 195 | |
| FUNDRAISING | 110 | |
| INVESTMENT EXPENSE | 16 | |
| STUDENT EXPENSES | 241 | |
| TELEPHONE | 694 | |
| MISCELLANEOUS | 16 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NON-DIVIDEND DISTRIBUTIONS | Description |
| Revenue And Expenses Per Books | 5730 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 5730 | AdjustedNetIncome |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INTERNAL REVENUE SERVICE | Category |
| Amount | $96 | Amount |
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