Civic Intelligence

Joseph P Donahue Charitable Foundation

990PF • Fiscal year 2018 • EIN 04-3244143

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 22, 2019

21 George StreetLowell, MA 01852-2283

(978) 452-8902

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

53rd percentile

1.4%

Faster asset growth than 53% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

1122%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$3,072,294

Up $42,904 (+1.4%) from 2017

Net Assets

Up

$3,072,294

Up $42,904 (+1.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$328,582

Up $301,699 (+1122%) from 2017

Expenses

Up

$285,678

Up $123,842 (+77%) from 2017

Net Income

Up

$42,904

Up $177,857 (+132%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $195,025Liabilities 2010: $0Net Assets 2010: $195,0252010Assets 2011: $205,198Liabilities 2011: $02011Assets 2012: $190,887Liabilities 2012: $0Net Assets 2012: $190,8872012Assets 2013: $2,852,633Liabilities 2013: $12013Assets 2014: $2,946,902Liabilities 2014: $0Net Assets 2014: $2,946,9022014Assets 2015: $3,110,199Liabilities 2015: $1Net Assets 2015: $3,110,1992015Assets 2016: $3,113,032Liabilities 2016: $0Net Assets 2016: $3,113,0322016Assets 2017: $3,029,390Liabilities 2017: $0Net Assets 2017: $3,029,3902017Assets 2018: $3,072,294Liabilities 2018: $0Net Assets 2018: $3,072,2942018Assets 2019: $3,089,823Liabilities 2019: $1Net Assets 2019: $3,089,8232019Assets 2020: $2,764,317Liabilities 2020: $1Net Assets 2020: $2,764,3172020Assets 2021: $2,951,036Liabilities 2021: $1Net Assets 2021: $2,951,0362021Assets 2022: $3,171,089Liabilities 2022: $0Net Assets 2022: $3,171,0892022Assets 2023: $2,984,046Liabilities 2023: $12023Assets 2024: $2,937,882Liabilities 2024: $0Net Assets 2024: $2,937,8822024

Highlighted filing

2018

Assets$3,072,294
Liabilities$0
Net Assets$3,072,294

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $132,8262010Revenue 2011: $98,846Expenses 2011: $88,673Net Income 2011: $10,1732011Expenses 2012: $123,5012012Revenue 2013: $2,775,437Expenses 2013: $43,641Net Income 2013: $2,731,7962013Revenue 2014: $159,451Expenses 2014: $175,476Net Income 2014: -$16,0252014Revenue 2015: $278,050Expenses 2015: $111,086Net Income 2015: $166,9642015Revenue 2016: $133,921Expenses 2016: $129,664Net Income 2016: $4,2572016Revenue 2017: $26,883Expenses 2017: $161,836Net Income 2017: -$134,9532017Revenue 2018: $328,582Expenses 2018: $285,678Net Income 2018: $42,9042018Revenue 2019: $231,010Expenses 2019: $217,081Net Income 2019: $13,9292019Revenue 2020: -$32,072Expenses 2020: $293,434Net Income 2020: -$325,5062020Revenue 2021: $191,449Expenses 2021: $4,730Net Income 2021: $186,7192021Revenue 2022: $531,450Expenses 2022: $311,397Net Income 2022: $220,0532022Revenue 2023: $275,915Expenses 2023: $462,958Net Income 2023: -$187,0432023Revenue 2024: $271,888Expenses 2024: $318,052Net Income 2024: -$46,1642024

Highlighted filing

2018

Revenue$328,582
Expenses$285,678
Net Income$42,904
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 22, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW DONAHUETrustee As Needed-$0--
DAVID W DONAHUETrustee As Needed-$0--
JOHN DONAHUETrustee As Needed-$0--
JOSEPH DONAHUE IIITrustee As Needed-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLOWELL CATHOLIC HIGH SCHOOLUNRESTRICTEDPUBLIC CHARITYLOWELL, MA, US$105,000
Paid GrantTHE INITIATIVE A VERMONT WALDORF HIGH SCHOOLUNRESTRICTEDPUBLIC CHARITYPLAINFIELD, VT, US$20,000
Paid GrantORCHARD VALLEY WALDORF SCHOOLUNRESTRICTEDPUBLIC CHARITYEAST MONTPELIER, VT, US$15,000
Paid GrantLOWELL PARKS & CONSERVATION TRUST INCUNRESTRICTEDPUBLIC CHARITYLOWELL, MA, US$13,000
Paid GrantGOLDEN HANDCUFFS REVIEW PUBLICATIONSUNRESTRICTEDPUBLIC CHARITYSEATTLE, WA, US$10,000
Paid GrantOFF THE PARK PRESSUNRESTRICTEDPUBLIC CHARITYPLAINFIELD, NJ, US$10,000
Paid GrantSELVA OSCURA CO KEN TAYLORUNRESTRICTEDPUBLIC CHARITYPITTSBORO, NC, US$10,000
Paid GrantPIONEER VALLEY POETRY PRODUCTIONS INCUNRESTRICTEDPUBLIC CHARITYNORTHFIELD, MA, US$10,000
Paid GrantUNIVERSITY OF MASSACHUSETTS LOWELL ENTREPRENEUR FUNDUNRESTRICTEDPUBLIC CHARITYLOWELL, MA, US$8,000
Paid GrantDOS MADRES PRESS INCUNRESTRICTEDPUBLIC CHARITYLOVELAND, OH, US$5,000
Paid GrantSAVE THE DEPOT GREENVILLE JUNCTION DEPOT FRIENDSUNRESTRICTEDPUBLIC CHARITYGREENVILLE, ME, US$5,000
Paid GrantGREGORY TYLER MUSIC SCHOLARSHIPUNRESTRICTEDPUBLIC CHARITYESSEX JUNCTION, VT, US$5,000
Paid GrantMAHOOSUC LAND TRUST INCUNRESTRICTEDPUBLIC CHARITYBETHEL, ME, US$4,000
Paid GrantBRIDGTON ACADEMYUNRESTRICTEDPUBLIC CHARITYNORTH BRIDGTON, ME, US$3,000
Paid GrantBROTHER ROBERT SULLIVAN FDN-ST JOHN'S PREPATORY SCHOOLUNRESTRICTEDPUBLIC CHARITYDANVERS, MA, US$3,000
Paid GrantCHURCH OF THE GOOD SHEPHERDUNRESTRICTEDPUBLIC CHARITYNASHUA, NH, US$3,000
Paid GrantLOWELL FESTIVAL FOUNDATION FALL FESTUNRESTRICTEDUNRESTRICTEDPUBLIC CHARITYLOWELL, MA, US$3,000
Paid GrantMAINE ADAPTIVE SPORTS AND RECREATIONUNRESTRICTEDPUBLIC CHARITYNEWRY, ME, US$3,000
Paid GrantTHE OLD MEETING HOUSEUNRESTRICTEDPUBLIC CHARITYEAST MONTPELIER, VT, US$3,000
Paid GrantUTEC INCUNRESTRICTEDPUBLIC CHARITYLOWELL, MA, US$3,000
Paid GrantTHE WALDORF SCHOOL INCUNRESTRICTEDPUBLIC CHARITYLEXINGTON, MA, US$3,000
Paid GrantGIRLS INCORPORATED OF GREATER LOWELLUNRESTRICTEDPUBLIC CHARITYLOWELL, MA, US$2,500
Paid GrantMERRIMACK REPERTORY THEATREUNRESTRICTEDPUBLIC CHARITYLOWELL, MA, US$2,500
Paid GrantWATER FOR CAMBODIA A MIDDLETOWN ROTARY CHARITABLE TRUSTUNRESTRICTEDPUBLIC CHARITYBRISTOL, RI, US$2,500
Paid GrantCHELMSFORD COMMUNITY EXCHANGE INCUNRESTRICTEDPUBLIC CHARITYCHELMSFORD, MA, US$2,000
Paid GrantEARTHWALK VERMONTUNRESTRICTEDPUBLIC CHARITYPLAINFIELD, VT, US$2,000
Paid GrantNATURAL RESOURCES COUNCIL OF MAINE INCUNRESTRICTEDPUBLIC CHARITYAUGUSTA, ME, US$2,000
Paid GrantST JOHN'S PREPARATORY SCHOOLUNRESTRICTEDPUBLIC CHARITYDANVERS, MA, US$2,000
Paid GrantCENTRAL CATHOLIC HIGH SCHOOLUNRESTRICTEDPUBLIC CHARITYLAWRENCE, MA, US$1,000
Paid GrantFRIENDS OF THE WINOOSKI RIVER INCORPORATEDUNRESTRICTEDPUBLIC CHARITYMONTPELIER, VT, US$1,000
Paid GrantBOYS AND GIRLS CLUB OF GREATER LOWELLUNRESTRICTEDPUBLIC CHARITYLOWELL, MA, US$1,000
Paid GrantMASS EDUCATION THEATRE GUILDUNRESTRICTEDPUBLIC CHARITYMASHPEE, MA, US$1,000
Paid GrantAUSTIN HIGH SCHOOL OF READING MASSACHUSETTSUNRESTRICTEDPUBLIC CHARITYREADING, MA, US$1,000
Paid GrantWHOLE HORSE EXPERIENCE & EDUCATIONAL EQUINE SANCTUARYUNRESTRICTEDPUBLIC CHARITYWEST PARIS, ME, US$1,000
Paid GrantCLEMMONS FAMILY FARMUNRESTRICTEDENTITY UNDER FISCALCHARLOTTE, VT, US$1,000
Paid GrantGOOD SAMARITAN HAVENUNRESTRICTEDPUBLIC CHARITYBARRE, VT, US$1,000
Paid GrantLAKE CHAMPLAIN LAND TRUST INCUNRESTRICTEDPUBLIC CHARITYBURLINGTON, VT, US$1,000
Paid GrantMONTPELIER COMMUNITY GOSPEL CHOIRUNRESTRICTEDPUBLIC CHARITYMONTPELIER, VT, US$1,000
Paid GrantNOISE POLLUTION CLEARINGHOUSEUNRESTRICTEDPUBLIC CHARITYMONTPELIER, VT, US$1,000
Paid GrantFRIENDS OF THE MARY LYON SCHOOLUNRESTRICTEDPUBLIC CHARITYBRIGHTON, MA, US$1,000
Paid GrantTIDES CENTER-1453 WOMEN'S MARCH GLOBALUNRESTRICTEDPUBLIC CHARITYSAN FRANCISCO, CA, US$1,000
Paid GrantWGDRWGDH CO GODDARD COLLEGE CORPORATIONUNRESTRICTEDPUBLIC CHARITYPLAINFIELD, VT, US$1,000
Paid GrantWHITE RIVER PARTNERSHIPUNRESTRICTEDPUBLIC CHARITYSOUTH ROYALTON, VT, US$1,000
Paid GrantALS ONEUNRESTRICTEDPUBLIC CHARITYWHITMAN, MA, US$500
Paid GrantAPPALACHIAN MOUNTAIN CLUBUNRESTRICTEDPUBLIC CHARITYBOSTON, MA, US$500
Paid GrantGREEN MOUNTAIN CLUB INCUNRESTRICTEDPUBLIC CHARITYWATERBURY CENTER, VT, US$500
Paid GrantLOWELL BOYS LACROSSEUNRESTRICTEDPUBLIC CHARITYLOWELL, MA, US$500
Paid GrantLOWELL HUMANE SOCIETYUNRESTRICTEDPUBLIC CHARITYLOWELL, MA, US$500
Paid GrantLOWELL JUNIOR HIGH FOOTBALL ASSOCIATIONUNRESTRICTEDPUBLIC CHARITYLOWELL, MA, US$500
Paid GrantMILL CITY GROWSUNRESTRICTEDPUBLIC CHARITYLOWELL, MA, US$500
Paid GrantADAM KEENAN FOUNDATIONUNRESTRICTEDPUBLIC CHARITYLOWELL, MA, US$500
Paid GrantTHE WILD FOUNDATIONUNRESTRICTEDPUBLIC CHARITYBOULDER, CO, US$500
Filing and Contact Details

Filer

Filer Name
Joseph P Donahue Charitable Foundation
EIN
04-3244143
Phone
9784528902
Address
21 GEORGE STREET, LOWELL, MA 01852-2283

Signing Officer

Name
Matthew Donahue
Title
Trustee
Phone
9784528902
Signed
2019-07-22
Discuss with paid preparer
Yes

Preparer

Firm
Anstiss & Co Pc
Address
1115 WESTFORD STREET, LOWELL, MA 01851
Preparer
Richard B Dionne
Phone
9784522500
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0273000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0279000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt094102
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt094102
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt042904
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0814770
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0334
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0334
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0234479
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0324309
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02071
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt051
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02122
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0422
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0422
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0275405
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04273
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0285678
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0328582
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0328582
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02405
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04273
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0183657
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1396634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt060520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1173959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt060520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1173959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0244177
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1570593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0234479
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt042904
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03072294
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03029390
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03072294
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0146136
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0146136
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0146136
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0149379
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03243
IRS990PF/DistributableAmountGrp/TotalTaxAmt03243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05180
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08423
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05180
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08423
IRS990PF/FMVAssetsEOYAmt03512198
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0433426
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0802728
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0794576
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02156467
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02179869
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02627925
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt024000
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt024000
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt024000
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03029390
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03072294
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0415497
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt065697
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt065697
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03029390
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03072294
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03512198
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03029390
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03072294
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03029390
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03072294
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03033071
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0215160
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02793911
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt045496
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt024000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0149379
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02987575
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03033071
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MATTHEW DONAHUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DAVID W DONAHUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOHN DONAHUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JOSEPH DONAHUE III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE AS NEEDED
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE AS NEEDED
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE AS NEEDED
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE AS NEEDED
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt021 GEORGE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1111 DEVONSHIRE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt221 GEORGE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt321 GEORGE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LOWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3LOWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd001852
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd201852
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd301852
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0126969
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0130212
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0147200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0116500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt097225
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0162000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt039300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.042499
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.038988
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.033238
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.056740
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.034008
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03243
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02987575
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02972513
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02988115
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02925087
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02855109
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01155598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0275405
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.212494
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0272162
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0275405
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt03243
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0275405
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd01
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd01
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt021 GEORGE STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOWELL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0018522283
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MATTHEW DONAHUE
IRS990PF/StatementsRegardingActyGrp/PhoneNum09784528902
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt63000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt75000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt82000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt91000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt102500

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.27$0.32$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.98$0.00$0.28$0.46$0.19
2022Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.53$0.31$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.00$2.95$0.19$0.00$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.00$2.76$0.03$0.29$0.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$0.00$3.09$0.23$0.22$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.33$0.29$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.03$0.00$3.03$0.03$0.16$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.11$0.00$3.11$0.13$0.13$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.11$0.00$3.11$0.28$0.11$0.17
2014Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.16$0.18$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.78$0.04$2.73
2012Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.12
2011Summary only. Only limited summary data is available for this year.$0.21$0.00$0.10$0.09$0.01
2010Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.13