2024-07-23T14:42:48-05:00 2023-12-31 540987121 JOYNER KIRKHAM KEEL & ROBERTSON PC 5012 MONUMENT AVENUE SUITE 300 RICHMOND VA 232303632 990PF 2023-01-01 541821053 THE DONAHUE FAMILY FOUNDATION C/O THOMAS H DONAHUE JR DONA 8047542045 8904 GLENMORE ROAD RICHMOND VA 23229 THOMAS H DONAHUE JR SECRETARY/TREASURER 8047542045 2024-06-04 1 THOMAS DONAHUE JR XXX-XX-XXXX 0 JAMES E CURTIS II CPA P00793565 8042880496 2024-06-04 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2609403 X 269431 39378 39378 92242 156928 92242 401051 131620 0 0 0 6522 3261 0 683 683 0 11018 11018 0 18223 14962 0 112000 112000 130223 14962 112000 270828 116658 9456 4686 4686 1453848 1735977 2604717 6531 0 0 1469835 1740663 2609403 0 0 X 1469835 1740663 0 0 0 0 1469835 1740663 1469835 1740663 1469835 270828 0 1740663 0 1740663 204.7920 AMERICAN MUTUAL FUND CLASS A P 2023-05-15 9985 8340 1645 1645 26.0000 VANGUARD WORLD FDS P 2023-05-15 10007 9531 476 476 298.2400 AMERICAN AMCAP FUND CLASS A P 2023-05-15 10000 3756 6244 6244 137.8550 AMERICAN AMCAP FUND CLASS A P 2023-11-14 5000 1736 3264 3264 864.3040 AMERICAN BOND FUND OF AMERICA CLASS A P 2023-05-15 9986 9422 564 564 156.2740 AMERICAN CAPITAL INCOME BUILDER FUND CLASS A P 2023-05-15 9985 6509 3476 3476 183.1170 AMERICAN EUROPACIFIC GROWTH FUND CLASS A P 2023-05-15 9986 5181 4805 4805 155.1830 AMERICAN FUNDAMENTAL INVESTORS FUND CLASS A P 2023-05-15 9985 4013 5972 5972 72.1400 AMERICAN FUNDAMENTAL INVESTORS FUND CLASS A P 2023-05-15 5000 1866 3134 3134 441.8910 AMERICAN INCOME FUND OF AMERICA CLASS A P 2023-05-15 9986 5944 4042 4042 224.6180 AMERICAN INCOME FUND OF AMERICA CLASS A P 2023-11-04 5000 3021 1979 1979 94.8950 AMERICAN NEW PROSPECTIVE FUND CLASS A P 2023-05-15 4985 1978 3007 3007 166.3340 AMERICAN SMALL CAP WORLD FUND CLASS A P 2023-05-15 9986 3389 6597 6597 CAPITAL GAINS DIVIDENDS P 47037 47037 47037 92242 1622 0 1622 0 1622 3201 0 0 0 3201 0 1579 1579 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 N/A THOMAS H DONAHUE JR 8047542045 8904 GLENMORE ROAD RICHMOND VA 23229 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARY SUE ESTES DONAHUE 8904 GLENMORE ROAD RICHMOND VA 23229 PRESIDENT & DIRECTOR 5.00 0 0 0 THOMAS H DONAHUE JR 8904 GLENMORE ROAD RICHMOND VA 23229 SECRETARY/TREASURER & DIR 5.00 0 0 0 NONE 0 NONE 0 THE DONAHUE FAMILY FOUNDATION MAKES GRANTS TO QUALIFYING PUBLIC CHARITIES AND DOES NOT CARRY ON ANY CHARITABLE ACTIVITIES DIRECTLY. 112000 NONE 0 0 0 2103686 6917 0 2110603 0 0 2110603 31659 2078944 103947 103947 1622 1622 102325 0 102325 0 102325 112000 0 112000 102325 90846 2018 1444 0 112000 90846 1444 0 19710 0 0 0 0 0 0 0 0 82615 0 0 0 X CARITAS 2220 STOCKTON ST RICHMOND VA 23224 PC GENERAL FUND 15000 COLLEGIATE SCHOOL 103 NORTH MOORLAND ROAD RICHMOND VA 23229 PC GENERAL FUND 1000 COMMUNITIES IN SCHOOLS OF RICHMOND PO BOX 17830 RICHMOND VA 23226 PC GENERAL FUND 10000 CROSSOVER HEALTHCARE MINISTRY 8600 QUIOCCASIN ROAD SUITE 105 RICHMOND VA 23224 PC GENERAL FUND 21000 FCSP FOUNDATION 6611 5TH STREET NW WASHINGTON DC 200122715 PC GENERAL FUND 1500 FISTULA FOUNDATION 1922 THE ALAMEDA SUITE 302 SAN JOSE CA 95126 PC GENERAL FUND 1500 PLANNED PARENTHOOD 201 HAMILTON STREET RICHMOND VA 23221 PC GENERAL FUND 1500 RICHMOND SPCA 2519 HERMITAGE ROAD RICHMOND VA 23230 PC GENERAL FUND 5000 SHALOM FARMS 1010 W LABURNUM AVENUE RICHMOND VA 23227 PC GENERAL FUND 1500 SPORTABLE 1365 OVERBROOK ROAD SUITE 2 RICHMOND VA 23220 PC GENERAL FUND 2000 UNION PRESBYTERIAN SEMINARY 3401 BROOK ROAD RICHMOND VA 23227 PC GENERAL FUND 25000 VIRGINIA LAW ENFORCEMENT ASSISTANCE PROGRAM 5 N 5TH STREET RICHMOND VA 23219 PC GENERAL FUND 7500 VIRGINIA PUBLIC MEDIA 23 SESAME STREET RICHMOND VA 23235 PC GENERAL FUND 2000 YWCA OF RICHMOND 6 N 5TH STREET RICHMOND VA 23219 PC EMPOWERMENT FUND 15500 FIRST TEE GREATER RICHMOND 100 EVERETT STREET SUITE 3 RICHMOND VA 23224 PC GENERAL FUND 500 NOAH'S CHILDREN 1501 MAPLE AVENUE SUITE 105 RICHMOND VA 23226 PC LJP - 04/29/24 03:52PM WORKSHEET PRIVATE FOUNDATION 500 THE NATURE CONSERVANCY IN VIRGINIA 919 E MAIN ST 1525 RICHMOND VA 23219 PC GENERAL FUND 1000 112000 0 14 39378 18 92242 0 131620 0 131620 0 0 0 0 0 0 0 0 0 0 X X 1 THOMAS H JR AND MARY S DONAHUE 8904 GLENMORE RD RICHMOND VA 232298115 269431 X 1 MUTUAL FUNDS, EXCHANGE TRADED PRODUCTS, COMMON STOCKS, AND REAL ESTATE TRUSTS. 643526 2023-08-01 ACCOUNTING - RETURN PREPARATION 6522 3261 0 NONE 0 THE DONAHUE FAMILY FOUNDATION HEREBY ELECTS, PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), TO TREAT CURRENT YEAR QUALIFIED DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF:UNDISTRIBUTED INCOME FOR THE TAX YEAR ENDING 12/31/2018 - $ 1,444. 1145.664 SHS EUROPACIFIC GROWTH FD 45617 62656 1333.634 SHS NEW WORLD FUND 55341 100063 1602.147 SHS AMERICAN MUTUAL FD INC 65725 81710 1819.171 SHS CAPITAL WORLD BOND 32929 30253 0194.000 SHS VANGUARD INFORMATION TECHNOLOGY ETF 71100 93896 2214.915 SHS SMALL CAP WORLD FUND 84659 146738 2440.137 SHS CAPITAL INCOME BUILDER 122527 161586 2606.706 SHS INTERMED BOND FD OF AMER 33624 32714 3241.310 SHS GROWTH FUND OF AMERICA 224041 204721 3805.474 SHS NEW PERSPECTIVE FUND 149256 212893 4753.903 SHS AMCAP FUND INC 112287 181219 5213.604 SHS FUNDAMENTAL INVESTORS 239433 372720 6070.308 SHS BOND FUND OF AMERICA 71420 69748 8813.560 SHS INCOME FUND OF AMERICA 158250 206590 0160.000 SHS UNITED GROUP INC 9650 84235 0031.000 SHS AMERIPRISE FINANCIAL 2167 11775 0224.000 SHS APPLIED MATERIALS 3233 36304 0331.000 SHS CISCO SYSTEMS INC 5088 16722 0294.000 SHS COCA COLA 7391 17325 0343.000 SHS FIRST INDUSTRIAL REALTY TRUST 5966 18066 0079.000 SHS HONEYWELL INTL INC 3235 16568 0051.000 SHS MCDONALDS 3538 15122 0185.000 SHS MICRON TECHNOLOGY 1951 15787 0400.000 SHS OLD DOMINION FREIGHT LINE INC 114608 162132 0379.000 SHS ORACLE CORP 10654 39958 0160.000 SHS PEPSI CO 11679 27174 0198.000 SHS TEXAS INSTRAMENTS INC 5301 33751 0103.000 SHS UNION PACIFIC CORP 5033 25299 0465.000 SHS VANGUARD LARGE CAP ETF 69031 101440 0283.000 SHS WALT DISNEY CO 11243 25552 NONDEDUCTIBLE PENALTIES 18 0 0 UNREALIZED INVESTMENT ASSET 6513 0 0 FEES 11018 11018 0 FOREIGN TAXES PAID 683 683 0