2024-05-13T10:52:06-05:00 2023-12-31 060903326 WHITTLESEY PC 280 TRUMBULL ST 24TH FL HARTFORD CT 06103 990PF 2023-01-01 066348275 THE PATRICK AND CATHERINE WELDON DONAGHUE MEDICAL RESEARCH FOUNDATION PATR 8605219011 18 NORTH MAIN STREET WEST HARTFORD CT 061071919 STACY CLOUD TRUSTEE 8605219011 2024-05-10 1 STACY CLOUD 999009999 0 EDWARD G SULLIVAN P00579546 8605223111 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 85311655 X 384 X 1988152 1988152 1985681 24972268 1985681 15835 0 0 3990052 3973833 0 492771 310656 0 182115 100880 0 0 100880 50802 0 0 50802 10766 0 0 10766 48881 0 0 48881 99429 99429 0 0 78096 51167 0 26929 1426 0 0 57360 0 0 57360 13475 0 0 13475 21670 0 0 21670 52991 0 0 52991 1028547 461252 0 565869 2214407 2214407 3242954 461252 0 2780276 747098 3512581 0 7461 5485 5485 2648287 3132486 3132486 48057032 40008893 51035931 12686918 22931259 22581034 9648468 8824719 8553607 49836 46724 4538 3112 3112 73052704 74905954 85311655 0 0 X 0 0 4538 3112 73048166 74902842 73052704 74905954 73052704 74905954 73052704 747098 1106152 74905954 0 74905954 PUBLICLY TRADED SECURITIES P 24835904 22986587 1849317 1849317 CAPITAL GAINS DISTRIBUTIONS - LT P 136266 136266 136266 CAPITAL GAINS DISTRIBUTIONS - 1250 P 98 98 98 1985681 48825 0 48825 0 48825 118870 0 0 0 118870 X 0 70045 70045 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 WWW.DONAGHUE.ORG STACY CLOUD 8605219011 18 NORTH MAIN STREET WEST HARTFORD CT 061071919 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BANK OF AMERICA NA 101 EAST RIVER DRIVE EAST HARTFORD CT 06108 TRUSTEE 1.00 310656 0 0 STACY CLOUD 18 NORTH MAIN STREET WEST HARTFORD CT 06107 PRESIDENT 40.00 155715 41844 0 LYNNE GARNER 18 NORTH MAIN STREET WEST HARTFORD CT 06107 TRUSTEE 5.00 26400 0 0 SHAMIRA CHAPPELL 18 NORTH MAIN STREET WEST HARTFORD CT 06107 PROGRAM DIRECTOR 40.00 73030 8958 0 0 NONE 0 0 2890386 81046154 0 83936540 0 0 83936540 1259048 82677492 4133875 4133875 48825 48825 4085050 0 4085050 0 4085050 2780276 0 2780276 4085050 1931537 0 0 2780276 1931537 0 0 848739 0 0 0 0 0 0 0 0 3236311 0 0 0 STACY CLOUD PRESIDENT THE DONAGHUE 18 NORTH MAIN STREET WEST HARTFORD CT 06107 8605219011 AS INSTRUCTED ON THE FOUNDATIONS WEB SITE, WWW.DONAGHUE.ORG, HOW TO APPLY VARIABLE - INQUIRE AT (860) 521-9011 AS INSTRUCTED ON THE FOUNDATION WEB SITE, WWW.DONAGHUE.ORG, HOW TO APPLY. BETH ISRAEL DEACONESS MEDICAL CENTER 330 BROOKLINE AVE BOSTON MA 02215 NONE PC GVP-ACCOUNTABLE CARE ORGANIZATIONS IN MEDICAID: REDUCING LOW-VALUE CARE FOR WORKING-AGE ADULTS 219165 CENTER FOR OUTCOMES RESEARCH AND EDUCATION (CORE) PROVIDENCE ST JOSEPH HEA 4400 NE HALSEY ST BLDG 1 SUITE 265 PORTLAND OR 97213 NONE PC GVP-ENGAGING HOSPITAL SYSTEMS TO INCREASE COLORECTAL CANCER SCREENING PERSISTENCY & FOLLOW-UP 144804 DANA FARBER CANCER INST 450 BROOKLINE AVE BOSTON MA 02215 NONE PC IMPLEMENTING PROACTIVE SYMPTOM MANAGEMENT FOR ORAL CANCER DIRECTED THERAPY (IPSO) 88000 EVIDENCE F HEALTHCARE IMPROVEME 53 STATE ST 18TH FLOOR BOSTON MA 02109 NONE PC STRENGTHENING THE PATIENT VOICE IN ICER RESEARCH 88000 NEMOURS FOUNDATION 10140 CENTURION PKWY JACKSONVILLE FL 32256 NONE PC LEVERAGING VIRTUAL REALITY TO IMPROVE SHARED DECISION MAKING FOR SICKLE CELL DISEASE TREATMENTS 137059 PRESIDENT AND FELLOWS OF HARVARD COLLEGE 677 HUNTINGTON AVENUE LANDMARK CENTER 3RD FL BOSTON MA 02115 NONE PC IMPROVING HEALTH INSURANCE DESIGN TO REDUCE RACIAL/ETHNIC INEQUITIES IN MATERNAL HEALTH 201501 PRESIDENT AND FELLOWS OF HARVARD COLLEGE 677 HUNTINGTON AVENUE LANDMARK CENTER 3RD FL BOSTON MA 02115 NONE PC UNDERSTANDING SPECIALTY CARE DELIVERY FOR HIGH-NEED NURSING HOME RESIDENTS WITH SERIOUS MENTAL ILLNESS AND DEVELOPMENTAL DISABILITIES 57017 HARVARD PILGRIM HEALTH CARE 93 WORCESTER ST WELLESLEY MA 02481 NONE PC GVP: IMPACT OF AN INNOVATIVE PAYER-PROVIDER JOINT VENTURE ON HEALTH CARE VALUE 17439 PROVIDENCE HEALTH & SERVICES OREGON PO BOX 5977 PORTLAND OR 972285977 NONE PC GVP ASSESSING THE DIRECT AND INDIRECT EFFECTS OF APMS IN PRIMARY CARE. 93574 REGENTS UNIV OF MICHIGAN LITERATURE SCIENCE AND THE ARTS BUILDING 500 S STATE ST ANN ARBOR MI 48109 NONE PC GVP: HOSPITAL STRATEGIES FOR SUCCESS IN EPISODE-BASED HOSPITAL REIMBURSEMENT 21382 UNIVERSITY OF MISSOURI 105 JESSE HALL COLUMBIA MO 65201 NONE PC DESCRIBING ADVANCED PRACTICE NURSES INFLUENCE ON IMPROVED NURSING HOME OUTCOMES 82389 UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET PHILADELPHIA PA 191046205 NONE PC ACCELERATING DE-ADOPTION OF LOW-VALUE CARE FOR OLDER SURGICAL PATIENTS THROUGH BEHAVIORAL ECONOMICS AND PATIENT EMPOWERMENT 93559 UNIVERSITY OF PITTSBURGH 500 ROSS STREET 154-0455 PITTSBURGH PA 152620001 NONE PC EFFECT OF MEDICAID MANAGED CARE ON BEHAVIORAL HEALTH 101257 UNIVERSITY OF UTAH COLLEGE OF NURSING 10 2000 E SALT LAKE CITY UT 84112 NONE PC ANOTHER LOOK-POPULATION SCIENCE INFORMS RURAL NURSING HOME RESIDENT & CAREGIVER HEALTH INITIATIVES 122261 UNIVERSITY OF WASHINGTON 12455 COLLECTIONS DRIVE CHICAGO IL 606930001 NONE PC EVALUATING THE VALUE FOR PATIENTS WITH LIMITED ENGLISH PROFICIENCY 220000 WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE 475 VINE ST WINSTONSALEM NC 27101 NONE PC GVP-AIMEPCCO: AMERICAN INDIAN MEN'S EXPERIENCES WITH PROSTATE CANCER COMMUNICATION 220719 WOMAN'S HOSPITAL 100 WOMANS WAY BATON ROUGE LA 70817 NONE PC GVP-TESTING EFFECTIVENESS OF HER HEALTH PROGRAM TO ADD HEALTHCARE VALUE IN FOURTH TRIMESTER 217272 UNIVERSITY OF MASSACHUSETTS 100 MORRISSEY BLVD BOSTON MA 02125 NONE PC LONELINESS, LIVING ARRANGEMENTS, AND HEALTH AMONG OLDER ADULTS WITH DEVELOPMENTAL DISABILITIES IN LONG-TERM CARE 89008 2214406 BETH ISRAEL DEACONESS MEDICAL CENTER 330 BROOKLINE AVE BOSTON ME 02215 NONE PC GVP-ACCOUNTABLE CARE ORGANIZATIONS IN MEDICAID: REDUCING LOW-VALUE CARE FOR WORKING-AGE ADULTS 216977 CENTER FOR OUTCOMES RESEARCH AND EDUCATION (CORE) PROVIDENCE ST JOSEPH HEA 4400 NE HALSEY ST BLDG 1 SUITE 265 PORTLAND OR 97213 NONE PC GVP-ENGAGING HOSPITAL SYSTEMS TO INCREASE COLORECTAL CANCER SCREENING PERSISTENCY & FOLLOW-UP 176641 UCONN HEALTH 263 FARMINGTON AVE FARMINGTON CT 06030 NONE PC ANOTHER LOOK- IMPROVING HOSPICE USE IN THE CONNECTICUT MEDICAID POPULATION WITH NURSING HOME STAYS 82745 UNIVERSITY OF CALIFORNIA BERKELEY SCHOOL OF SOCIAL WELFARE 120 HAVILAND HALL BERKELEY CA 94720 NONE PC ANOTHER LOOK- THE CARE PROJECT: ADDRESSING CONFLICTS BETWEEN SAFETY AND AUTONOMY IN NURSING HOMES 78941 UNIVERSITY OF UTAH COLLEGE OF NURSING 10 2000 E SALT LAKE CITY UT 84112 NONE PC ANOTHER LOOK-POPULATION SCIENCE INFORMS RURAL NURSING HOME RESIDENT & CAREGIVER HEALTH INITIATIVES 70676 WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE 475 VINE ST WINSTONSALEM NC 27101 NONE PC GVP-AIMEPCCO: AMERICAN INDIAN MEN'S EXPERIENCES WITH PROSTATE CANCER COMMUNICATION 205757 WOMAN'S HOSPITAL 100 WOMANS WAY BATON ROUGE LA 70817 NONE PC GVP-TESTING EFFECTIVENESS OF HER HEALTH PROGRAM TO ADD HEALTHCARE VALUE IN FOURTH TRIMESTER 219395 1051132 14 1988152 18 1985681 RETURNED GRANTS 01 15835 0 3989668 0 3989668 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 48881 0 0 48881 COMPENSATION EXPLANATION PART VII LINE 1 THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES. FIXED INCOME 22931259 22581034 EQUITY 40008893 51035931 OTHER INVESTMENTS AT COST 8824719 8553607 TELEPHONE EQUIPMENT 2430 2430 0 FILING CABINET METAL (6) 1280 1280 0 CREDENZA 1026 1026 0 CONFERENCE CHAIRS (16) 5280 5280 0 CONFERENCE TABLE (6) 4362 4362 0 BOOKCASE - 28" WIDE 40 40 0 L-SHAPED DESK 756 756 0 ERGON SWIVEL CHAIRS (3) 1860 1860 0 WOOD CREDENZA - 6' X 29" 550 550 0 DESK 550 550 0 METAL FILING CABINET - 28" X 42" 270 270 0 WOOD FILING CABINET - 3' X 29.5" 390 390 0 COFFEE TABLE - 42" X 16" 120 120 0 CHAIRS (3) 3124 3124 0 FLOOR LAMP 310 310 0 IKEA RADVIKEN CHAIR 179 126 53 53 ROUND END TABLE, MAPLE TOP ROOM + BOARD 409 287 122 122 STANDING DESK EQUIPMENT 1372 1365 7 7 CHAIR - GUEST (5) 1280 1280 0 WOOD BOOKCASE - 49" X 29" 450 450 0 WOOD BOOKCASE - 3' X 4' 270 270 0 2-SEAT SETTEE 2415 1694 721 721 PILLOWS 480 336 144 144 SIDE TABLE 970 679 291 291 AREA RUG 655 459 196 196 HP LASERJET PRO 400 PRINTER 424 424 0 SERVER - COMPUTER 3999 3999 0 DELL 19" FLAT PANEL MONITOR 195 195 0 3 HP PROBOOK 4540S LAPTOP 2455 2455 0 DELL LAPTOP 691 691 0 HP PROBOOK 450 G4 15" SCREEN LAPTOP 855 855 0 HP PROBOOK 450 G4 15" SCREEN LAPTOP 855 855 0 HP ULTRASLIM DOCK 2013 FOR NOTEBOOK 179 179 0 HP BUSINESS 23" MONITOR 149 149 0 HP PROBOOK 640 G3 14 NOTEBOOK 1019 1019 0 OIL PORTRAIT OF ETHEL DONAGHUE 800 0 800 800 REFRIGERATOR 1301 1301 0 MICROWAVE OVEN 90 90 0 PICTURES 1320 1320 0 PICTURES 132 132 0 PENDANT LAMP (DESIGN WITHIN REACH) 345 345 0 WALL SHELVES (BLU DOT) 299 299 0 IT SERVER 3900 3122 778 778 COURT FEE - PROBATE ACCOUNTING 10766 0 0 10766 MISCELLANEOUS 52991 0 0 52991 RETURNED GRANTS 15835 15835 COST BASIS ADJUSTMENTS 1106152 INVESMENT FEES 99429 99429 0 0 FOREIGN TAXES 51167 51167 0 0 PAYROLL TAXES 26929 0 0 26929