RICHARD K AND NANCY L DONAHUE CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD K AND NANCY L DONAHUE CHARITABLE FOUNDATION (EIN 04-3133049)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-14
- IRS object ID
- 202620739349100207
- Schema version
- 2025v4.0
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-14T10:05:48-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920843814 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLY DAWSON & SOUTER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 373 BROADWAY | AddressLine1Txt |
| City | SOUTH PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 041062952 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043133049 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD K & NANCY L DONAHUE | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 2078839813 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 BELMONT AVENUE | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01852 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY L DONAHUE | PersonNm |
| Person Title | TRUSTEE AS NEEDED | PersonTitleTxt |
| Signature | 2026-02-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN W DAWSON | PreparerPersonNm |
| PTIN | P01515981 | PTIN |
| Phone | 2078797000 | PhoneNum |
| Preparation | 2026-03-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $373,648 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $485,889 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,239 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,239 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $185,137 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $575,036 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $185,137 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,640 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $675,922 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $187,393 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $2,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,500 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $22,148 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,430 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,718 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,250 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $92 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $92 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $26,990 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,522 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,218 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $638,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $638,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $664,990 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,522 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $658,218 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,932 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $182,871 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $231,515 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $153,848 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $153,848 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $163,450 | CorporateStockBOYAmt |
| Corporate Stock EOY | $193,959 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $219,800 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $394,965 | TotalAssetsBOYAmt |
| Total Assets EOY | $347,807 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $373,648 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $394,965 | RetainedEarningBOYAmt |
| Retained Earning EOY | $347,807 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $394,965 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $347,807 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $394,965 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $347,807 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $394,965 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,932 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,500 | OtherIncreasesAmt |
| Subtotal | $413,397 | SubtotalAmt |
| Other Decreases | $65,590 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $347,807 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $575,036 | GrossSalesPriceAmt |
| Cost Or Other Basis | $389,899 | CostOrOtherBasisAmt |
| Gain Or Loss | $185,137 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $185,137 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $185,137 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,542 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,542 | SubtotalAmt |
| Tax Based On Investment Income | $2,542 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $858 | OverpaymentAmt |
| Applied To ES Tax | $858 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NANCY L DONAHUE | IndividualWithBooksNm |
| Phone | 2078839813 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 BELMONT AVENUE | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NANCY L DONAHUE | ||||||||
| 52 BELMONT AVENUE | LOWELL | MA | 01852 | TRUSTEE AS N | 000.00 | $0 | $0 | $0 |
| DANIEL J DONAHUE | ||||||||
| 52 BELMONT AVENUE | LOWELL | MA | 01852 | TRUSTEE AS N | 000.00 | $0 | $0 | $0 |
| ALICIA DONAHUE | ||||||||
| 57 FRENCH COURT | DUNSTABLE | MA | 01827 | COMMITTEE ME | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $124,056 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $190,196 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $314,252 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $314,252 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,714 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $309,538 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,477 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,477 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,542 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,542 | TotalTaxAmt |
| Distributable Before Adj | $12,935 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $12,935 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $12,935 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $658,218 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $658,218 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,935 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $7,199,261 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,597,061 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,632,781 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,423,799 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $539,724 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,392,626 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $658,218 | QualifyingDistributionsAmt |
| Applied To Current Year | $12,935 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $645,283 | RemainingDistriFromCorpusAmt |
| Total Corpus | $19,037,909 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,199,261 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,838,648 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,597,061 | ExcessFromYear4Amt |
| Excess From Year3 | $4,632,781 | ExcessFromYear3Amt |
| Excess From Year2 | $2,423,799 | ExcessFromYear2Amt |
| Excess From Year1 | $539,724 | ExcessFromYear1Amt |
| Excess From Current Year | $645,283 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NANCY L DONAHUE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF LOWELL | ||||||||
| 657 MIDDLESEX STREET | LOWELL | MA | 01851 | NONE | PC | UNRESTRICTED | $10,000 | |
| COALITION FOR A BETTER ACRE | ||||||||
| 517 MOODY STREET 3RD FL | LOWELL | MA | 01854 | NONE | PC | UNRESTRICTED | $5,000 | |
| D'YOUVILLE SENIOR CARE | ||||||||
| 981 YARMOUTH AVENUE | LOWELL | MA | 01854 | NONE | PC | UNRESTRICTED | $5,000 | |
| GIRLS INC OF GREATER LOWELL | ||||||||
| 220 WORTHEN ST | LOWELL | MA | 01852 | NONE | PC | UNRESTRICTED | $30,000 | |
| GMVC & V BUREAU | ||||||||
| 97 UNIVERSITY AVENUE | LOWELL | MA | 01803 | NONE | PC | UNRESTRICTED | $20,000 | |
| GREATER LOWELL COMMUNITY FOUNDATION | ||||||||
| 100 MERRIMACK STREET | LOWELL | MA | 01852 | NONE | PC | UNRESTRICTED | $10,000 | SUITE 202 |
| HOUSE OF HOPE | ||||||||
| 18 MERRIMACK STREET | LOWELL | MA | 01854 | NONE | PC | UNRESTRICTED | $10,000 | |
| JFK LIBRARY | ||||||||
| COLUMBIA POINT | BOSTON | MA | 02125 | NONE | PC | UNRESTRICTED | $75,000 | |
| LASELL UNIVERSITY | ||||||||
| 1844 COMMONWEALTH AVENUE | NEWTON | MA | 02466 | NONE | PC | UNRESTRICTED | $20,000 | |
| LOWELL ASSOCIATION FOR THE BLIND | ||||||||
| 169 MERRIMACK STREET | LOWELL | MA | 01852 | NONE | PC | UNRESTRICTED | $5,000 | SECOND FLOOR |
| LOWELL CHAMBER ORCHESTRA | ||||||||
| 100 MERRIMACK STREET | LOWELL | MA | 01852 | NONE | PC | UNRESTRICTED | $15,000 | |
| LOWELL COMMUNITY HEALTH CENTER | ||||||||
| 161 JACKSON STREET | LOWELL | MA | 01854 | NONE | PC | UNRESTRICTED | $20,000 | |
| LOWELL FESTIVAL FOUNDATION | ||||||||
| 67 KIRK STREET | LOWELL | MA | 01852 | NONE | PC | UNRESTRICTED | $30,000 | |
| LOWELL PARKS & CONSERVATION | ||||||||
| 660 SUFFOLK STREET | LOWELL | MA | 01854 | NONE | PC | UNRESTRICTED | $5,000 | UNIT 120 |
| LOWELL SUMMER MUSIC FESTIVAL | ||||||||
| 67 KIRK STREET | LOWELL | MA | 01852 | NONE | PC | UNRESTRICTED | $10,000 | |
| LOWELL TRANSITIONAL LIVING | ||||||||
| 193 MIDDLESEX STREET | LOWELL | MA | 01852 | NONE | PC | UNRESTRICTED | $5,000 | |
| MASSACHUSETTS SCHOOL ADMIN ASSOC | ||||||||
| 33 FORGE PARKWAY | FRANKLIN | MA | 02038 | NONE | PC | UNRESTRICTED | $50,000 | |
| MERRIMACK REPERTORY THEATRE | ||||||||
| 132 WARREN STREET | LOWELL | MA | 01852 | NONE | PC | UNRESTRICTED | $25,000 | |
| MERRIMACK VALLEY FOOD BANK | ||||||||
| 735 BROADWAY STREET | LOWELL | MA | 01854 | NONE | PC | UNRESTRICTED | $20,000 | |
| MERRIMACK VALLEY HOUSING | ||||||||
| PO BOX 1042 | LOWELL | MA | 018531042 | NONE | PC | UNRESTRICTED | $15,000 | |
| MIDDLESEX COMMUNITY COLLEGE | ||||||||
| 33 KEARNEY SQUARE | LOWELL | MA | 01852 | NONE | PC | UNRESTRICTED | $15,000 | |
| MILL CITY GROWS | ||||||||
| 650 SUFFOLK STREET | LOWELL | MA | 01854 | NONE | PC | UNRESTRICTED | $15,000 | SUITE G10 |
| MUSTARD SEED COMMUNITIES | ||||||||
| 200 RESERVOIR ST STE 306 | NEEDHAM | MA | 02494 | NONE | PC | UNRESTRICTED | $5,000 | |
| NEQM | ||||||||
| 18 SHATTUCK STREET | LOWELL | MA | 01852 | NONE | PC | UNRESTRICTED | $50,000 | |
| PROJECT LEARN | ||||||||
| 8 KIRK STREET | LOWELL | MA | 01852 | NONE | PC | UNRESTRICTED | $55,000 | SECOND FLOOR |
| STRONGWATER FARM | ||||||||
| 500 LIVINGSTON STREET | TEWKSBURY | MA | 01876 | NONE | PC | UNRESTRICTED | $5,000 | |
| THE MEAGAN HOUSE FOUNDATION | ||||||||
| 2100 LAKEVIEW AVE 9 | DRACUT | MA | 01826 | NONE | PC | UNRESTRICTED | $5,000 | |
| UNITED WAY OF MASS BAY | ||||||||
| 51 SLEEPER STREET | BOSTON | MA | 02210 | NONE | PC | UNRESTRICTED | $5,000 | |
| UNIVERSITY OF MASSACHUSETTS | ||||||||
| ONE UNIVERSITY AVENUE | LOWELL | MA | 01854 | NONE | PC | UNRESTRICTED | $2,500 | |
| WBUR RADIO | ||||||||
| 890 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PC | UNRESTRICTED | $25,000 | THIRD FLOOR |
| WGBH RADIO | ||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NONE | PC | UNRESTRICTED | $25,000 | |
| WHISTLER HOUSE MUSEUM | ||||||||
| 243 WORTHEN STREET | LOWELL | MA | 01852 | NONE | PC | UNRESTRICED | $45,000 | |
| WOMEN WORKING WONDERS | ||||||||
| 100 MERRIMACK STREET | LOWELL | MA | 01852 | NONE | PC | UNRESTRICTED | $500 | 202 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $638,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,239 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $185,137 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS OTHER INCOME | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $2,640 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $190,033 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $190,033 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | NANCY L DONAHUE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 BELMONT AVENUE | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $485,889 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 7,450 SHS NIKE INC. | NoncashPropertyDesc |
| Fair Market Value | $485,889 | FairMarketValueAmt |
| Received | 2025-10-13 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC - 200 SHS | ||
| AIR PRODUCTS & CHEMICALS INC-100 SHS | ||
| CHEVRON CORPORATION - 200 SHS | ||
| CME GROUP INC - 150 SHS | ||
| ENTERPRISE BANCORP - 751 SHS | ||
| HOME DEPOT - 100 SHS | ||
| INTERCONTINENTAL EXCHANGE - 300 SHS | ||
| NIKE INC - 3,450 SHS | $193,959 | $219,800 |
| ORACLE CORP - 200 SHS | ||
| TEXAS PACIFIC LAND CORP - 25 SHS |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,500 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON DONATED SECURITIES RECEIVED | Desc |
| Amt | $65,590 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ANNUAL REPORT FEES | $35 | $35 |
| BANK FEES | $57 | $57 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $2,640 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCREASES TO NET ASSETS | Desc |
| Amt | $7,500 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX & FINL ACCTING SERVICES | CategoryTxt |
| Amt | $22,148 | Amt |
| Net Investment Income | $4,430 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,718 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $2,250 | Amt |
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