Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
JOSEPH P DONAHUE CHARITABLE FOUNDAT
 
Number and street (or P.O. box number if mail is not delivered to street address)C/O JANSON DON 37 BANK STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LEBANON, NH03766
A Employer identification number

04-3244143
B Telephone number (see instructions)

(978) 452-8902
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,021,512J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 97,302 97,302  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -129,374
b Gross sales price for all assets on line 6a 915,088
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ -32,072 97,302  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,500 4,500    
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 624 624    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 31,122 31,122    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 36,246 36,246   0
25 Contributions, gifts, grants paid....... 257,188 257,188
26 Total expenses and disbursements. Add lines 24 and 25 293,434 36,246   257,188
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -325,506
b Net investment income (if negative, enter -0-) 61,056
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 64,247 34,184 34,184
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,401,825 Click to see attachment2,106,993 3,328,942
c Investments—corporate bonds (attach schedule)....... 599,751 Click to see attachment599,140 634,386
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment24,000 Click to see attachment24,000 Click to see attachment24,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,089,823 2,764,317 4,021,512
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 3,089,823 2,764,317
29 Total net assets or fund balances (see instructions)..... 3,089,823 2,764,317
30 Total liabilities and net assets/fund balances (see instructions). 3,089,823 2,764,317
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,089,823
2
Enter amount from Part I, line 27a .....................
2
-325,506
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,764,317
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,764,317
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES - ST P 2020-12-31 2020-12-31
b PUBLICLY TRADED SECURITIES - LT P 2020-12-31 2020-12-31
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 269,146   325,874 -56,728
b 645,942   718,588 -72,646
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -56,728
b       -72,646
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -129,374
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 849
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 849
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 849
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,928
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,928
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,079
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,079 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMATTHEW DONAHUE Telephone no.bullet (978) 452-8902

    Located atbullet21 GEORGE STREETLOWELLMA ZIP+4bullet01852
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MATTHEW DONAHUE TRUSTEE AS N
    000.00     		0 0 0
    21 GEORGE STREET
    LOWELL,MA01852
    DAVID W DONAHUE TRUSTEE AS N
    000.00     		0 0 0
    111 DEVONSHIRE STREET
    BOSTON,MA02109
    JOHN DONAHUE TRUSTEE AS N
    000.00     		0 0 0
    21 GEORGE STREET
    LOWELL,MA01852
    JOSEPH DONAHUE III TRUSTEE AS N
    000.00     		0 0 0
    21 GEORGE STREET
    LOWELL,MA01852
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,853,855
    b
    Average of monthly cash balances.......................
    1b
    49,216
    c
    Fair market value of all other assets (see instructions)................
    1c
    24,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,927,071
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    2,927,071
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    43,906
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,883,165
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    144,158
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    144,158
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    849
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    849
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    143,309
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    143,309
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    143,309
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    257,188
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    257,188
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    257,188
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 143,309
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017...... 554
    d From 2018...... 129,269
    e From 2019...... 61,770
    fTotal of lines 3a through e........ 191,593
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 257,188
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 143,309
    e Remaining amount distributed out of corpus 113,879
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 305,472
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		305,472
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017.... 554
    c Excess from 2018.... 129,269
    d Excess from 2019.... 61,770
    e Excess from 2020.... 113,879
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ADAM KEENAN FOUNDATION
    PO BOX 9663
    LOWELL,MA01853     		NONE PUBLIC CHARI UNRESTRICTED 1,500
    ALAMEDA COUNTY FOOD BANK
    PO BOX 2599
    OAKAND,CA94614     		NONE PUBLIC CHARI UNRESTRICTED 1,000
    ALS ONE
    8 INDUSTRIAL WAY
    WHITMAN,MA02382     		NONE PUBLIC CHARI UNRESTRICTED 500
    APPALACHIAN MOUNTAIN CLUB
    10 CITY SQUARE
    BOSTON,MA02129     		NONE PUBLIC CHARI UNRESTRICTED 1,000
    BRIDGTON ACADEMY
    PO BOX 292
    NORTH BRIDGTON,ME04057     		NONE PUBLIC CHARI UNRESTRICTED 3,000
    BROTHER SULLIVAN FD-ST JOHN'S PREP
    72 SPRING ST
    DANVERS,MA01923     		NONE   UNRESTRICTED 5,000
    CENTRAL CATHOLIC HIGH SCH
    300 HAMPSHIRE STREET
    LAWRENCE,MA01841     		NONE PUBLIC CHARI UNRESTRICTED 1,000
    CHURCH OF THE GOOD SHEPHERD
    214 MAIN STREET
    NASHUA,NH03060     		NONE PUBLIC CHARI UNRESTRICTED 2,000
    CLEMMONS FAMILY FARM
    2213-2122 GREENBUSH ROAD
    CHARLOTTE,VT05445     		NONE PUBLIC CHAR UNRESTRICTED 1,000
    EARTHWALK VERMONT
    PO BOX 21
    PLAINFIELD,VT05667     		NONE PUBLIC CHAR UNRESTRICTED 1,000
    EILEEN MCGUIRE DONAHUE LHS
    100 MERRIMACK ST 202
    LOWELL,MA01852     		NONE   UNRESTRICTED 10,000
    FRIENDS OF WINOUSKI RIVER INC
    PO BOX 777
    MONTPELIER,VT05602     		NONE PUBLIC CHAR UNRESTRICTED 500
    GIRLS INCORPORATED FO GREATER LOWEL
    220 WORTHEN STREET
    LOWELL,MA01852     		NONE PUBLIC CHAR UNRESTRICTED 3,000
    GLOBAL COMM INITIATIVES
    30 COMMON ROAD
    WAITSFIELD,VT05673     		NONE PUBLIC CHAR UNRESTRICTED 500
    GOLDEN HANDCUFFS REVIEW PUBLICATION
    1825 NE 58TH STREET
    SEATLE,WA98105     		NONE PUBLIC CHAR UNRESTRICTED 10,000
    GOOD BEGINNINGS OF CENTRAL
    174 RIVER STREET
    MONTPELIER,VT05602     		NONE PUBLIC CHAR UNRESTRICTED 2,000
    GREATER LOWELL COMMUNITY FOUNDATION
    100 MERRIMACK STREET
    LOWELL,MA01852     		NONE PUBLIC CHAR UNRESTRICTED 10,000
    GREEN MOUNTAIN CLUB INC
    4711 WATERBURY-STOWE ROAD
    WATERBURY,VT05677     		NONE PUBLIC CHAR UNRESTRICTED 500
    GREEN MOUNTAIN MONASTERY
    420 HILLCREST ROAD
    GREENSBORO,VT05841     		NONE PUBLIC CHAR UNRESTRICTED 500
    GREENVILLE JUNCTION DEPOT FRIENDS
    PO BOX 16
    GREENVILLE,ME04441     		NONE PUBLIC CHAR UNRESTRICTED 5,000
    HORSE AND HEALER
    82 UNCLES WAY
    MARSHFIELD,VT05658     		NONE PUBLIC FOUND UNRESTRICTED 1,000
    JACQUE CASSELLA JR MEMORIAL FUND
    C/O LIBERTY BANK
    315 MAIN STREET
    MIDDLETON,CT06457     		NONE PUBLIC CHAR UNRESTRICTED 500
    LAKE CHAMPLAIN LAND TRUST INC
    ONE MAIN STREET SUITE 20
    BURLINGTON,VT05401     		NONE PUBLIC CHAR UNRESTRICTED 1,000
    LOWELL BOYS & GIRLS CLUB
    657 MIDDLESEX ST
    LOWELL,MA01851     		NONE PUBLIC CHARI UNRESTRICTED 1,000
    LOWELL BOYS LACROSSE
    PO BOX 8767
    LOWELL,MA01853     		NONE PUBLIC CHAR UNRESTRICTED 500
    LOWELL CATHOLIC HIGH SCHOOL
    530 STEVENS STREET
    LOWELL,MA01851     		NONE PUBLIC CHAR UNRESTRICTED 50,000
    LOWELL FESTIVAL FOUNDATION FALL FES
    PO BOX 217
    LOWELL,MA01852     		NONE PUBLIC CHAR UNRESTRICTED 3,000
    LOWELL GIRLS LACROSSE
    PO BOX 8767
    LOWELL,MA01853     		NONE PUBLIC CHARI UNRESTRICTED 500
    LOWELL HUMANE SOCIETY
    951 BROADWAY STREET
    LOWELL,MA01854     		NONE PUBLIC CHAR UNRESTRICTED 500
    LOWELL PARKS & CONSERVATION TRUST
    660 SUFFOLK STREET
    LOWELL,MA01854     		NONE PUBLIC CHAR UNRESTRICTED 13,000
    MAHOOSUC LAND TRUST INC
    57 MAIN STREET BOX 981
    BETHEL,ME04217     		NONE PUBLIC CHAR UNRESTRICTED 10,000
    MAIN ADAPTIVE SPORTS AND RECREATION
    8 SUNDANCE LANE
    NEWRY,ME04261     		NONE PUBLIC CHAR UNRESTRICTED 4,000
    MASS EDUCATION THEATRE GUILD
    PO BOX 2538
    MASSPEE,MA02649     		NONE PUBLIC CHAR UNRESTRICTED 1,000
    MERRIMACK REPERTORY THEATRE
    132 WARREN STREET
    LOWELL,MA01852     		NONE PUBLIC CHAR UNRESTRICTED 2,500
    MILL CITY GROWS
    650 SUFFOLK STREET STE G
    LOWELL,MA01854     		NONE PUBLIC CHAR UNRESTRICTED 500
    MONTPELIER COMMUNITY GOSPEL CHOIR
    PO BOX 61
    MONTPELIER,VT05601     		NONE PUBLIC CHAR UNRESTRICTED 3,000
    MOOSEHEAD MARINE MUSEUM
    PO BOX 1151
    GREENVILLE,ME04441     		NONE PUBLIC CHAR UNRESTRICTED 5,000
    NATURAL RESOURCES COUNCIL OF MAINE
    3 WADE STREET
    AUGUSTA,ME04330     		NONE PUBLIC CHAR UNRESTRICTED 5,000
    NORTHERN STAGE
    74 GATE STREET
    WHITE RIVER JUNCTION,VT05001     		NONE PUBLIC CHARI UNRESTRICTED 1,000
    OFF THE PARK PRESS
    1156 MARTINE AVE
    PLAINFIELD,NJ07060     		NONE PUBLIC CHAR UNRESTRICTED 15,000
    ORCHARD VALLEY WALDORF SCHOOL
    2290 VT-14 EAST
    MONTPELIER,VT05651     		NONE PUBLIC CHAR UNRESTRICTED 30,000
    PIONEER VALLEY POETRY PRODUCTIONS
    181 SCHOOL STREET
    NORTHFIELD,MA01360     		NONE PUBLIC CHAR UNRESTRICTED 10,000
    POOR CLARE SISTERS
    445 RIVER ROAD
    NORTH ANDOVER,MA01810     		NONE   UNRESTRICTED 1,000
    SCRAG MOUNTAIN MUSIC
    4996 HOLLISTER ROAD
    MARSHFIELD,VT05658     		NONE PUBLIC CHAR UNRESTRICTED 500
    SELVA OSCURA
    934 N CALIFORNIA AVE 3
    CHICAGO,IL60622     		NONE PUBLIC CHARI UNRESTRICTED 10,000
    THE AUSTIN FUND
    101 WILLOW STREET
    DANVERS,MA01923     		NONE PUBLIC CHAR UNRESTRICTED 1,000
    THE CHELMSFORD COMMUNITY
    170 DALTON ROAD
    CHELMSFORD,MA01824     		NONE PUBLIC CHARI UNRESTRICTED 2,000
    THE CRAIG MAXFIELD MEMEMIAL SCHOLAR
    C/O LOWELL CATHOLIC
    530 STEVENS STREET
    LOWELL,MA01851     		NONE PUBLIC CHAR UNRESTRICTED 1,000
    THE GOOD SMARITAN HAVEN
    105 N SEMINARY ST
    BARRE,VT05641     		NONE   UNRESTRICTED 2,000
    THE OLD MEETING HOUSE
    1620 CENTER ROAD
    EAST MONTPELIER,VT05602     		NONE PUBLIC CHAR UNRESTRICTED 2,000
    THE WHOLE HORSE EXPERIENCE
    PO BOX 127
    NEWRY,ME04261     		NONE PUBLIC CHAR UNRESTRICTED 2,000
    UMASS LOWELL FUND
    1 PERKINS STREET
    LOWELL,MA01854     		NONE PUBLIC CHARI UNRESTRICTED 8,188
    UNITED TEEN EQUALITY CENTER
    35 WARREN STREET
    LOWELL,MA01852     		NONE PUBLIC CHAR UNRESTRICTED 3,000
    WARDORF SCHOOL OF LEXINGTON
    739 MASSACHUSETTS AVE
    LEXINGTON,MA02420     		NONE PUBLIC CHAR UNRESTRICTED 3,000
    WATER FOR CAMBODIA A MIDDLETON ROTA
    PO BOX 1121
    BRISTOL,RI02809     		NONE PUBLIC CHAR UNRESTRICTED 2,500
    WGDRWGDH CO GODDARD COLLEGE COR
    123 PITKIN ROAD
    PLAINFIELD,VT05667     		NONE PUBLIC CHAR UNRESTRICTED 1,000
    WHITE RIVER PARTNERSHIP
    PO BOX 705
    SOUTH ROYALSTON,VT05068     		NONE   UNRESTRICTED 1,000
    Total .................................bullet 3a 257,188
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 97,302  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -129,374  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   -32,072  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    -32,072
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    JP & EM DONAHUE CRT CRT COMMON TRUSTEES
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    JOSEPH P DONAHUE CHARITABLE FOUNDAT
    EIN:
    04-3244143
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 4,500 4,500    

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    JOSEPH P DONAHUE CHARITABLE FOUNDAT
    EIN:
    04-3244143
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ALLY FINANCIAL INC 3.800% DUE 5/15/2 100,003 98,554
    CELGENE CORP. 3.55% DUE 8/15/22 - 75 75,178 78,273
    COMPUTER SCIENCES CORP. 4.45% DUE 9/ 30,232 31,583
    FLOWSERVE CORPORATION 4.000% DUE 11/ 76,285 79,398
    WALGREEN CO SR 3.100% DUE 9/15/22 - 24,597 26,097
    WALGREENS BOOTS ALLIANCE 3.800% DUE 49,425 55,263
    WELLPOINT INC. 3.5% DUE 8/15/24 - 50 49,620 54,862
    DOW CHEMICAL CO INT 3.2% DUE 4/15/25 95,165 99,010
    QUALCOMM INC 3.45% DUE 5/20/25 98,635 111,346

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    JOSEPH P DONAHUE CHARITABLE FOUNDAT
    EIN:
    04-3244143
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO - 500 SH    
    ABB LTD SPONSORED - 2,000 SH 54,111 55,920
    ABBVIE INC - 2,000 SH 129,100 214,300
    AMERICAN INTL GROUP INC - 1,500 SH    
    BARRETT BUSINESS SERVICE - 1,000 SH    
    BOEING CO - 600 SH 82,024 128,436
    BP PC SPONS ADR BP - 1,500 SH    
    BRISTOL MYERS SQIBB CO - 2,000 SH 102,660 124,060
    CATERPILLAR INC - 500 SH 69,813 91,010
    CHEVRON CORPORATION - 800 SH 34,902 67,560
    CLEAN ENERGY FUELS CORP - 15,000 SH 43,695 117,900
    CME GROUP INC - 600 SH 101,328 109,230
    DISNEY WALT COMPANY - 500 SH    
    EATON CORP PLC - 1,000 SH 45,005 120,140
    EMERSON ELECTRIC - 1,000 SH 68,951 80,370
    FEDEX CORPORATION - 300 SH 66,705 77,886
    FRANCO NEVADA CORP - 900 SH 109,655 112,797
    GRAYSCALE BITCOIN TRUST - 3,000 SH 37,154 96,000
    IBM - 1,000 SH 160,429 125,880
    INTERCONTINENTAL EXCHANGE - 700 SH 65,649 80,703
    JPMORGAN CHASE & CO - 1,200 SH 63,448 152,484
    KANSAS CITY SOUTHERN - 500 SH 92,136 102,065
    KINDER MORGAN ENERGY - 3,010 SH    
    LOCKHEED MARTIN CORP - 300 SH 99,862 106,494
    MARRIOTT INTERNATIONAL - 500 SH 52,740 65,960
    MERCK & CO INC - 1,300 SH 63,026 106,340
    NESTLE - 700 SH 54,087 82,564
    NIKE - 1,300 SH 30,092 183,911
    PAYTHEON TECHNOLOGIES CORP- 1,200 SH 52,883 85,812
    PLAINS GP HLDGS LP - 5,000 SH    
    QUALCOMM - 1,000 SH 69,073 152,340
    SCHLUMBERGER LTD - 1,500 SH    
    SELECT ENERGY SERVICES - 7,500 SH    
    STARBUCKS CORP - 1,000 SH 75,436 106,980
    TEX PAC LAND TR SUB - 350 SH 130,080 254,450
    UNITED PARCEL SERVICES - 500 SH 49,141 84,200
    UNITED TECHNOLOGIES CORP - 700 SH    
    US ECOLOGY INC - 1,500 SH    
    WASTE MANAGEMENT INC - 1,000 SH 41,151 117,930
    WHEATON PRECIOUS METALS - 3,000 SH 62,657 125,220
    WILLIAMS COMPANIES INC - 2,000 SH    

    TY 2020 OtherAssetsSchedule
    Name:
    JOSEPH P DONAHUE CHARITABLE FOUNDAT
    EIN:
    04-3244143
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    TAPESTRY 24,000 24,000 24,000


    TY 2020 OtherExpensesSchedule
    Name:
    JOSEPH P DONAHUE CHARITABLE FOUNDAT
    EIN:
    04-3244143
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BANK/INVESTMENT FEES 31,122 31,122    


    TY 2020 TaxesSchedule
    Name:
    JOSEPH P DONAHUE CHARITABLE FOUNDAT
    EIN:
    04-3244143
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MOORS & CABOT 2101 - FOREIGN TA 624 624    
    CERTAIN EXCISE TAX