DONLEY FOUNDATION-UD DTD 12-8-86: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DONLEY FOUNDATION-UD DTD 12-8-86 (EIN 23-6859909)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-03-27
- IRS object ID
- 202420879349100122
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-27T15:11:50-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232896692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BBD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 MARKET STREET SUITE 300 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236859909 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONLEY FOUNDATION-UD DTD 12-8-86 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DONL | BusinessNameControlTxt |
| Phone | 7174241851 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1498 HERITAGE LANE | AddressLine1Txt |
| City | YORK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS E DONLEY | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 7174241851 | PhoneNum |
| Signature | 2024-03-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | DONLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADAM WATSON | PreparerPersonNm |
| PTIN | P01367206 | PTIN |
| Phone | 2155677770 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,097,227 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $814,295 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $814,295 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,371,373 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $44,527,132 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,371,373 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,148 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,186,816 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,185,668 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $73,122 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $73,122 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $284,032 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $93,846 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $190,186 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,022 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,076 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,799 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $299 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $368,975 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $94,145 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $273,384 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,604,834 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,604,834 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,973,809 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $94,145 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,878,218 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,213,007 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,091,523 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $447,598 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,097,227 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,097,227 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,026,563 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,121,720 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,538,339 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $750,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $22,884,220 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,097,227 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,097,227 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $22,884,220 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $28,097,227 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,884,220 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,097,227 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,884,220 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,097,227 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,884,220 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,213,007 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $28,097,227 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,097,227 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (95 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|
| DELIVERED PER CLIENT 1 SHARES OF MELLON PRIVATE EQUITY FD IV | P | 2023-01-01 | $500,000 | -$500,000 | -$500,000 | |
| NOTE PAYMENT RECEIVED OF UNP RR CO 2006 PASS TRUST 5.866% 7/2/2030 | P | 2023-01-02 | $36,901 | -$4,631 | -$4,631 | $32,270 |
| SOLD 4,135 SHARES @ $44.8394 OF BAXTER INTL INC COM (BAX) | P | 2023-01-11 | $223,052 | -$37,769 | -$37,769 | $185,283 |
| SOLD 1,230 SHARES @ $410.3653 OF ISHARES S&P 500 INDEX FUND (IVV) | P | 2023-02-13 | $296,821 | $207,880 | $207,880 | $504,701 |
| SOLD 1,555 SHARES @ $108.8452 OF MERCK & CO. INC. (MRK) | P | 2023-02-16 | $125,389 | $43,815 | $43,815 | $169,204 |
| MATURED OF US TREASURY NOTE 0.125% 2/28/2023 | P | 2023-02-28 | $85,000 | $0 | $0 | $85,000 |
| SOLD 1,713 SHARES @ $234.6725 OF BECTON DICKINSON & CO COM (BDX) | P | 2023-03-02 | $308,092 | $93,847 | $93,847 | $401,939 |
| SOLD 4,490 SHARES @ $108.622 OF VANGUARD FTSE ALL-WORLD EX-US SMCAP (VSS) | P | 2023-03-10 | $464,418 | $23,156 | $23,156 | $487,574 |
| SOLD 265 SHARES @ $472.7807 OF UNITEDHEALTH GROUP INC COM (UNH) | P | 2023-03-10 | $47,405 | $77,871 | $77,871 | $125,276 |
| SOLD 1,615 SHARES @ $77.44 OF TJX COS INC NEW COM (TJX) | P | 2023-03-10 | $63,883 | $61,133 | $61,133 | $125,016 |
| SOLD 332 SHARES @ $400.572 OF ISHARES S&P 500 INDEX FUND (IVV) | P | 2023-03-10 | $80,118 | $52,861 | $52,861 | $132,979 |
| SOLD 1,531 SHARES @ $65.633 OF VANGUARD FTSE PACIFIC ETF (VPL) | P | 2023-03-15 | $102,395 | -$1,958 | -$1,958 | $100,437 |
| SOLD 861 SHARES @ $58.5117 OF VANGUARD FTSE EUROPE ETF (VGK) | P | 2023-03-15 | $59,431 | -$9,079 | -$9,079 | $50,352 |
| SOLD 1,066 SHARES @ $94.61 OF ISHARES S&P SMALLCAP 600 FND (IJR) | P | 2023-03-15 | $83,296 | $17,525 | $17,525 | $100,821 |
| SOLD 209 SHARES @ $242.3172 OF ISHARES S&P MIDCAP 400 INDEX (IJH) | P | 2023-03-15 | $40,252 | $10,382 | $10,382 | $50,634 |
| SOLD 2,128 SHARES @ $47.23 OF ISHARES CORE MSCI EMERGING (IEMG) | P | 2023-03-15 | $104,157 | -$3,716 | -$3,716 | $100,441 |
| SOLD 1,565 SHARES @ $64.165 OF ISHARES CORE MSCI EAFE ETF (IEFA) | P | 2023-03-15 | $90,469 | $9,901 | $9,901 | $100,370 |
| SOLD 9,756.098 SHARES @ $9.21 OF BLACKROCK STRATEGIC INCOME OPPORTUNITY FD | P | 2023-03-22 | $100,000 | -$10,146 | -$10,146 | $89,854 |
| SOLD 300,000 PAR VALUE @ $93.5234375 OF US TREASURY N/B 1.625% 2/15/26 | P | 2023-03-22 | $295,497 | -$14,927 | -$14,927 | $280,570 |
| SOLD 2,031 SHARES @ $98.2694 OF ISHARES 0-5 YEAR TIPS BOND ETF (STIP) | P | 2023-03-23 | $206,065 | -$6,542 | -$6,542 | $199,523 |
| SOLD 1,061 SHARES @ $338.929 OF S&P GLOBAL INC (SPGI) | P | 2023-03-23 | $195,521 | $164,048 | $164,048 | $359,569 |
| SOLD 6,450 SHARES @ $72.6683 OF SPDR S&P 600 SMALL CAP GROWTH (SLYG) | P | 2023-03-23 | $500,778 | -$32,265 | -$32,265 | $468,513 |
| SOLD 3,002 SHARES @ $100.251 OF STARBUCKS CORP (SBUX) | P | 2023-03-23 | $186,577 | $114,284 | $114,284 | $300,861 |
| SOLD 6,950 SHARES @ $98.0571 OF RAYTHEON TECHNOLOGIES CORP (RTX) | P | 2023-03-23 | $478,504 | $202,779 | $202,779 | $681,283 |
| SOLD 2,910 SHARES @ $177.9144 OF PEPSICO INC COM (PEP) | P | 2023-03-23 | $295,411 | $222,228 | $222,228 | $517,639 |
| SOLD 7,330 SHARES @ $87.5596 OF ORACLE CORP COM (ORCL) | P | 2023-03-23 | $325,229 | $316,358 | $316,358 | $641,587 |
| SOLD 2,287 SHARES @ $273.2474 OF MICROSOFT CORP COM (MSFT) | P | 2023-03-23 | $63,810 | $561,033 | $561,033 | $624,843 |
| SOLD 4,075 SHARES @ $104.9322 OF MERCK & CO. INC. (MRK) | P | 2023-03-23 | $254,749 | $172,724 | $172,724 | $427,473 |
| SOLD 2,330 SHARES @ $72.2117 OF MCCORMICK & CO -NON VTG SHRS (MKC) | P | 2023-03-23 | $208,576 | -$40,394 | -$40,394 | $168,182 |
| SOLD 5,980 SHARES @ $80.519 OF MEDTRONIC PLC ADR (MDT) | P | 2023-03-23 | $495,531 | -$14,211 | -$14,211 | $481,320 |
| SOLD 1,630 SHARES @ $268.9424 OF MCDONALDS CORP COM (MCD) | P | 2023-03-23 | $316,315 | $122,009 | $122,009 | $438,324 |
| SOLD 2,600 SHARES @ $94.1435 OF ISHARES BARCLAYS MBS BD (MBB) | P | 2023-03-23 | $280,223 | -$35,530 | -$35,530 | $244,693 |
| SOLD 1,140 SHARES @ $351.6674 OF MASTERCARD INC CLASS A (MA) | P | 2023-03-23 | $83,772 | $317,091 | $317,091 | $400,863 |
| SOLD 2,755 SHARES @ $196.6573 OF LOWES COS INC COM (LOW) | P | 2023-03-23 | $240,261 | $301,443 | $301,443 | $541,704 |
| SOLD 4,380 SHARES @ $130.5351 OF JPMORGAN CHASE & CO COM (JPM) | P | 2023-03-23 | $365,140 | $206,468 | $206,468 | $571,608 |
| SOLD 2,440 SHARES @ $152.4359 OF JOHNSON & JOHNSON COM (JNJ) | P | 2023-03-23 | $247,923 | $123,944 | $123,944 | $371,867 |
| SOLD 1,775 SHARES @ $233.2958 OF ILLINOIS TOOL WORKS INC (ITW) | P | 2023-03-23 | $368,249 | $45,794 | $45,794 | $414,043 |
| SOLD 615 SHARES @ $415.5892 OF INTUIT COM (INTU) | P | 2023-03-23 | $265,335 | -$9,768 | -$9,768 | $255,567 |
| SOLD 13,179 SHARES @ $95.9093 OF ISHARES S&P SMALLCAP 600 FND (IJR) | P | 2023-03-23 | $858,031 | $405,552 | $405,552 | $1,263,583 |
| SOLD 3,361 SHARES @ $245.4843 OF ISHARES S&P MIDCAP 400 INDEX (IJH) | P | 2023-03-23 | $664,453 | $160,512 | $160,512 | $824,965 |
| SOLD 39,414 SHARES @ $47.1643 OF ISHARES CORE MSCI EMERGING (IEMG) | P | 2023-03-23 | $1,868,943 | -$11,207 | -$11,207 | $1,857,736 |
| SOLD 21,225 SHARES @ $64.7793 OF ISHARES CORE MSCI EAFE ETF (IEFA) | P | 2023-03-23 | $1,264,668 | $109,625 | $109,625 | $1,374,293 |
| SOLD 2,325 SHARES @ $189.3126 OF HONEYWELL INTL INC COM (HON) | P | 2023-03-23 | $301,682 | $138,397 | $138,397 | $440,079 |
| SOLD 1,944 SHARES @ $208.0722 OF DOLLAR GENERAL CORP (DG) | P | 2023-03-23 | $247,426 | $157,005 | $157,005 | $404,431 |
| SOLD 4,130 SHARES @ $69.534 OF DUPONT DE NEMOURS INC (DD) | P | 2023-03-23 | $270,906 | $16,143 | $16,143 | $287,049 |
| SOLD 3,490 SHARES @ $159.2493 OF CHEVRON CORPORATION (CVX) | P | 2023-03-23 | $337,410 | $218,261 | $218,261 | $555,671 |
| SOLD 4,720 SHARES @ $74.7987 OF CVS HEALTH CORPORATION (CVS) | P | 2023-03-23 | $325,364 | $27,541 | $27,541 | $352,905 |
| SOLD 6,010 SHARES @ $50.4524 OF CISCO SYS INC COM (CSCO) | P | 2023-03-23 | $195,814 | $107,222 | $107,222 | $303,036 |
| SOLD 1,130 SHARES @ $490.6396 OF COSTCO WHSL CORP NEW COM (COST) | P | 2023-03-23 | $341,524 | $212,860 | $212,860 | $554,384 |
| SOLD 760 SHARES @ $662.6581 OF BLACKROCK INC (BLK) | P | 2023-03-23 | $273,635 | $229,958 | $229,958 | $503,593 |
| SOLD 3,327 SHARES @ $26.5097 OF POWERSHARES INVESCO TAXABLE MUNICIPAL BOND | P | 2023-03-23 | $99,976 | -$11,879 | -$11,879 | $88,097 |
| SOLD 10,450 SHARES @ $51.2931 OF AVANTIS EMERGING MARKETS EQUITY ETF (AVEM) | P | 2023-03-23 | $539,638 | -$3,943 | -$3,943 | $535,695 |
| SOLD 13,215 SHARES @ $57.0334 OF AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | P | 2023-03-23 | $780,214 | -$26,920 | -$26,920 | $753,294 |
| SOLD 1,010 SHARES @ $276.1108 OF AIR PRODS & CHEMS INC COM (APD) | P | 2023-03-23 | $167,429 | $111,410 | $111,410 | $278,839 |
| SOLD 820 SHARES @ $302.7305 OF AON PLC CLASS A (AON) | P | 2023-03-23 | $221,340 | $26,872 | $26,872 | $248,212 |
| SOLD 1,930 SHARES @ $194.6894 OF AMERICAN TOWER CORPORATION (AMT) | P | 2023-03-23 | $337,176 | $38,514 | $38,514 | $375,690 |
| SOLD 1,225 SHARES @ $216.1743 OF AUTOMATIC DATA PROCESSING INCOM (ADP) | P | 2023-03-23 | $95,897 | $168,878 | $168,878 | $264,775 |
| SOLD 1,485 SHARES @ $255.6205 OF ACCENTURE PLC ADR (ACN) | P | 2023-03-23 | $129,332 | $250,217 | $250,217 | $379,549 |
| SOLD 5,740 SHARES @ $159.1091 OF APPLE INC COM (AAPL) | P | 2023-03-23 | $69,048 | $844,059 | $844,059 | $913,107 |
| SOLD 120,000 PAR VALUE @ $98.058 OF VERIZON COMMUNICATIONS 3.5% 11/1/24 | P | 2023-03-23 | $120,502 | -$2,832 | -$2,832 | $117,670 |
| SOLD 150,000 PAR VALUE @ $108.981 OF LOWES INC 6.50% 3/15/2029 | P | 2023-03-23 | $163,890 | -$418 | -$418 | $163,472 |
| SOLD 150,000 PAR VALUE @ $87.192 OF HP INC 3.40% 6/17/2030 | P | 2023-03-23 | $157,298 | -$26,510 | -$26,510 | $130,788 |
| SOLD 155,000 PAR VALUE @ $94.133 OF GENUINE PARTS CO. 1.75% 2/1/2025 | P | 2023-03-23 | $147,360 | -$1,454 | -$1,454 | $145,906 |
| SOLD 203,000 PAR VALUE @ $92.003 OF COMCAST CORP 2.35% 1/15/27 | P | 2023-03-23 | $200,878 | -$14,112 | -$14,112 | $186,766 |
| SOLD 140,000 PAR VALUE @ $91.813 OF AQUA AMERICA INC 5/1/29 | P | 2023-03-23 | $140,571 | -$12,033 | -$12,033 | $128,538 |
| SOLD 75,000 PAR VALUE @ $98.597 OF AMAZON.COM INC 3.8% 12/5/24 | P | 2023-03-23 | $75,114 | -$1,166 | -$1,166 | $73,948 |
| SOLD 150,000 PAR VALUE @ $84.738 OF ATT INC 2.75% 6/1/2031 | P | 2023-03-23 | $151,813 | -$24,706 | -$24,706 | $127,107 |
| SOLD 330,000 PAR VALUE @ $99.90 OF FFCB 5.04% 2/23/2024 | P | 2023-03-23 | $330,000 | -$330 | -$330 | $329,670 |
| SOLD 1,045 SHARES @ $165.1941 OF ZOETIS INC (ZTS) | P | 2023-03-23 | $180,093 | -$7,498 | -$7,498 | $172,595 |
| SOLD 9,280 SHARES @ $37.4703 OF VERIZON COMMUNICATIONS INC COM (VZ) | P | 2023-03-23 | $357,887 | -$10,444 | -$10,444 | $347,443 |
| SOLD 8,979 SHARES @ $65.6194 OF VANGUARD FTSE PACIFIC ETF (VPL) | P | 2023-03-23 | $578,932 | $9,991 | $9,991 | $588,923 |
| SOLD 5,349 SHARES @ $58.8515 OF VANGUARD FTSE EUROPE ETF (VGK) | P | 2023-03-23 | $369,219 | -$54,585 | -$54,585 | $314,634 |
| SOLD 2,311 SHARES @ $184.9325 OF UNITED PARCEL SERVICE INC CL B (UPS) | P | 2023-03-23 | $255,766 | $171,540 | $171,540 | $427,306 |
| SOLD 870 SHARES @ $476.2765 OF UNITEDHEALTH GROUP INC COM (UNH) | P | 2023-03-23 | $77,823 | $336,508 | $336,508 | $414,331 |
| SOLD 705 SHARES @ $554.1293 OF THERMO FISHER SCIENTIFIC INC (TMO) | P | 2023-03-23 | $368,442 | $22,195 | $22,195 | $390,637 |
| SOLD 4,065 SHARES @ $76.0684 OF TJX COS INC NEW COM (TJX) | P | 2023-03-23 | $127,504 | $181,590 | $181,590 | $309,094 |
| SOLD 5,322 SHARES @ $116.8555 OF SKYWORKS SOLUTIONS INC (SWKS) | P | 2023-03-23 | $683,111 | -$61,371 | -$61,371 | $621,740 |
| SOLD 125,000 PAR VALUE @ $101.322 OF STATE PUB SCH BLDG REV SER A 5.25% 09/ | P | 2023-03-24 | $129,028 | -$2,375 | -$2,375 | $126,653 |
| SOLD 100,000 PAR VALUE @ $85.312 OF NEW YORK CITY TRANS 2.625% 5/1/2030 | P | 2023-03-24 | $102,442 | -$17,130 | -$17,130 | $85,312 |
| SOLD 45,000 PAR VALUE @ $100.52 OF LEANDER TX INDEP SD 5.0% 8/15/27 | P | 2023-03-24 | $48,667 | -$3,433 | -$3,433 | $45,234 |
| SOLD 35,000 PAR VALUE @ $100.51 OF LEANDER TX 5.00% 8/15/2027 | P | 2023-03-24 | $37,931 | -$2,752 | -$2,752 | $35,179 |
| SOLD 20,000 PAR VALUE @ $100.408 OF LEANDER TX 5.00% 8/15/2027 | P | 2023-03-24 | $21,675 | -$1,593 | -$1,593 | $20,082 |
| SOLD 160,000 PAR VALUE @ $98.194 OF JPMORGAN CHASE & CO 3.9% 7/15/25 | P | 2023-03-24 | $162,335 | -$5,225 | -$5,225 | $157,110 |
| SOLD 200,000 PAR VALUE @ $97.151 OF GOLDMAN SACHS GROUP 3.50% 1/23/25 | P | 2023-03-24 | $209,368 | -$15,066 | -$15,066 | $194,302 |
| SOLD 150,000 PAR VALUE @ $94.894 OF CITIGROUP INC 4.125% 7/25/2028 | P | 2023-03-24 | $163,721 | -$21,380 | -$21,380 | $142,341 |
| SOLD 100,000 PAR VALUE @ $96.137 OF CARLISLE PA AREA SD 2.00% 3/1/25 | P | 2023-03-24 | $98,723 | -$2,586 | -$2,586 | $96,137 |
| SOLD 40,000 PAR VALUE @ $95.664 OF CAPITAL ONE FINANCIAL CORP. 4.985% 7/24 | P | 2023-03-24 | $39,677 | -$1,411 | -$1,411 | $38,266 |
| SOLD 200,000 PAR VALUE @ $91.361 OF CALIFORNIA ST 3.05% 4/1/29 | P | 2023-03-24 | $207,031 | -$24,309 | -$24,309 | $182,722 |
| SOLD 175,000 PAR VALUE @ $96.458 OF BANK OF AMERICA 3.384% 4/2/2026 | P | 2023-03-24 | $166,504 | $2,298 | $2,298 | $168,802 |
| SOLD 50,000 PAR VALUE @ $95.498 OF BB&T CORP 2.50% 8/1/24 | P | 2023-03-24 | $49,987 | -$2,238 | -$2,238 | $47,749 |
| SOLD 200,000 PAR VALUE @ $89.748 OF ALLSTATE CORP 0.75% 12/15/2025 | P | 2023-03-24 | $176,650 | $2,846 | $2,846 | $179,496 |
| SOLD 168,000 PAR VALUE @ $90.696 OF OKLAHOMA G&E CO 3.30% 3/15/30 | P | 2023-03-27 | $173,693 | -$21,324 | -$21,324 | $152,369 |
| SOLD 75,279.5926 PAR VALUE @ $97.82502 OF UNP RR CO 2006 PASS TRUST 5.866% 7 | P | 2023-03-29 | $86,082 | -$12,438 | -$12,438 | $73,644 |
| DELIVERED PER CLIENT 1 SHARES OF MELLON PRIVATE EQUITY FD V | P | 2023-06-01 | $250,000 | -$250,000 | -$250,000 | |
| MATURED OF U.S TREASURY BILL 9/28/2023 | P | 2023-09-28 | $13,671,591 | $328,409 | $328,409 | $14,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,371,373 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $98,572 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $98,572 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $98,572 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $104,432 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $104,432 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,860 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $5,860 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7174241851 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1498 HERITAGE LANE | AddressLine1Txt |
| City | YORK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DONLEY ROBB MARTHA | ||||||||
| 1498 HERITAGE LANE | YORK | PA | 17403 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DONLEY THOMAS E | ||||||||
| 1498 HERITAGE LANE | YORK | PA | 17403 | CHAIR | 5.00 | $0 | $0 | $0 |
| DONLEY CONVEY JENNIFER | ||||||||
| 1498 HERITAGE LANE | YORK | PA | 17403 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| DONLEY EDWARD S | ||||||||
| 1498 HERITAGE LANE | YORK | PA | 17403 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBB W GAVIN | ||||||||
| 1498 HERITAGE LANE | YORK | PA | 17403 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DONLEY HEWITT MEGAN | ||||||||
| 1498 HERITAGE LANE | YORK | PA | 17403 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DONLEY JOHN | ||||||||
| 1498 HERITAGE LANE | YORK | PA | 17403 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STEFANIE BORSARI | |||||
| 91 EUCLID AVENUE | FAIRFIELD | CT | 06825 | PROFESSIONAL SERVICES | $100,000 |
| HAVERFORD QUALITY INVESTING | |||||
| THREE RADNOR CORP CTR STE 450 | RADNOR | PA | 19087 | INVESTMENT MANAGEMENT | $93,448 |
| LAURA SOLOMON AND ASSOCIATES LAURA N SOLOMON | |||||
| 121 SIBLEY AVENUE | ARDMORE | PA | 19003 | LEGAL SERVICES | $73,122 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,065,811 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,420,473 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,486,284 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,486,284 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $427,294 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,058,990 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,402,950 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,402,950 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $98,572 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $98,572 | TotalTaxAmt |
| Distributable Before Adj | $1,304,378 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,304,378 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,304,378 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,878,218 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,878,218 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,304,378 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $2,949,678 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,917 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $358,413 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,322,008 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,878,218 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,304,378 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $573,840 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,895,848 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,895,848 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,949,678 | ExcessFromYear3Amt |
| Excess From Year2 | $13,917 | ExcessFromYear2Amt |
| Excess From Year1 | $358,413 | ExcessFromYear1Amt |
| Excess From Current Year | $573,840 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (85 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACCESS COMMUNITY HEALTH NETWORK | |||||||
| 600 W FULTON STREET SUITE 200 | CHICAGO | IL | 60661 | PC | ADVANCING EARLY LITERACY IN WESTERN COOK COUNTY | $5,000 | |
| AFTER SCHOOL MATTERS | |||||||
| 66 EAST RANDOLPH STREET | CHICAGO | IL | 60601 | PC | UNRESTRICTED | $15,000 | |
| ASSOCIATION HOUSE OF CHICAGO | |||||||
| 1116 NORTH KEDZIE AVENUE | CHICAGO | IL | 60651 | PC | UNRESTRICTED | $15,000 | |
| AUTOMOTIVE MENTORING GROUP INC | |||||||
| 6522 S LAVERGNE | BEDFORD PARK | IL | 60638 | PC | UNRESTRICTED | $20,000 | |
| BIG BROTHERS BIG SISTERS OF VERMONT | |||||||
| PO BOX 1729 | BRATTLEBORO | VT | 05302 | PC | UNRESTRICTED | $25,000 | |
| BIG BROTHERS-BIG SISTERS OF METROPOLITAN CHICAGO | |||||||
| 130 S JEFFERSON ST SUITE 200 | CHICAGO | IL | 60661 | PC | UNRESTRICTED | $15,000 | |
| BOYS & GIRLS CLUB OF BRATTLEBORO | |||||||
| 17 FLAT STREET | BRATTLEBORO | VT | 05301 | PC | BGCB ACADEMIC SUPPORT PROGRAMMING | $15,000 | |
| BRADFORD TEEN CENTER INC | |||||||
| 134 MAIN STREET | BRADFORD | VT | 05033 | PC | UNRESTRICTED | $20,000 | |
| BUILDING BRIGHT FUTURES STATE COUNCIL INC | |||||||
| 600 BLAIR PARK ROAD SUITE 160 | WILLISTON | VT | 05495 | PC | EARLY CHILDHOOD REGIONAL COUNCILS | $20,000 | |
| BY THE HAND CLUB FOR KIDS | |||||||
| 415 N LARAMIE AVE | CHICAGO | IL | 60644 | PC | AUSTIN AFTER-SCHOOL CLUBS | $20,000 | |
| CAREERS CLIC | |||||||
| PO BOX 350 | HANOVER | NH | 03755 | PC | UNRESTRICTED | $20,000 | |
| CASA CENTRAL SOCIAL SERVICES CORPORATION | |||||||
| 1343 N CALIFORNIA AVE | CHICAGO | IL | 60622 | PC | UNRESTRICTED | $15,000 | |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF CHICAGO | |||||||
| 721 N LASALLE | CHICAGO | IL | 60654 | PC | ST. MARY OF CELLE FAMILY STRENGTHENING CENTER | $10,000 | |
| CENTRAL VERMONT ADULT BASIC EDUCATION | |||||||
| 46 WASHINGTON ST SUITE 100 | BARRE | VT | 05641 | PC | UNRESTRICTED | $7,500 | |
| CHANGING PERSPECTIVES INC | |||||||
| PO BOX 694 | BRADFORD | VT | 05033 | PC | SOCIAL-EMOTIONAL LEARNING IN UPPER CONNECTICUT RIVER VALLEY SCHOOLS | $12,000 | |
| CHANGING WORLDS | |||||||
| PO BOX 167294 | CHICAGO | IL | 60616 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| CHICAGO CENTER FOR ARTS AND TECHNOLOGY INC (CHICAT) | |||||||
| 1701 W 13TH STREET | CHICAGO | IL | 60608 | PC | UNRESTRICTED | $15,000 | |
| CHICAGO HEIGHTENING OPPORTUNITY AND POTENTIAL FOR EDUCATIONAL SUCCESS | |||||||
| 688 N MILWAUKEE AVE STE 301 | CHICAGO | IL | 60642 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CHILDREN'S LITERACY FOUNDATION | |||||||
| 1536 LOOMIS HILL ROAD | WATERBURY CENTER | VT | 05677 | PC | UNRESTRICTED | $15,000 | |
| CHRISTOPHER HOUSE | |||||||
| 5235 W BELDEN AVENUE | CHICAGO | IL | 60639 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| CIRCLE PROGRAM | |||||||
| 85 MAIN STREET | PLYMOUTH | NH | 03264 | PC | UNRESTRICTED | $10,000 | |
| CIVIC NEWS COMPANY | |||||||
| 450 7TH AVE 32ND FLOOR | NEW YORK | NY | 10123 | PC | CHALKBEAT CHICAGO | $20,000 | |
| CLUSTER TUTORING PROGRAM (LEARNING EDGE) | |||||||
| 535 N PARKSIDE AVE C/O THE FIELD | CHICAGO | IL | 60644 | PC | UNRESTRICTED | $12,500 | SCHOOL |
| COLLEGE POSSIBLE | |||||||
| 833 N ORLEANS ST SUITE 400 | CHICAGO | IL | 60610 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| COMMUNITIES IN SCHOOLS OF PENNSYLVANIA | |||||||
| 2151 MARKET STREET | CAMP HILL | PA | 17011 | PC | INTEGRATED STUDENT SUPPORTS IN YORK CITY | $30,000 | |
| COMMUNITIES UNITED | |||||||
| 4600 W PALMER ST | CHICAGO | IL | 60639 | PC | UNRESTRICTED | $20,000 | |
| COMPTIA SPARK | |||||||
| 3500 LACEY ROAD SUITE 100 | DOWNERS GROVE | IL | 60515 | PC | TECHGIRLZ WESTERN COOK COUNTY | $15,000 | |
| CRISPUS ATTUCKS ASSOCIATION INC | |||||||
| 605 SOUTH DUKE STREET | YORK | PA | 17401 | PC | RISING STARS | $15,000 | |
| DUSABLE MUSEUM OF AFRICAN AMERICAN HISTORY | |||||||
| 740 E 56TH PL | CHICAGO | IL | 60637 | PC | UNRESTRICTED | $25,000 | |
| ERIE FAMILY HEALTH FOUNDATION INC | |||||||
| 1701 W SUPERIOR ST 3RD FLR | CHICAGO | IL | 60622 | PC | UNRESTRICTED | $5,000 | |
| ERIE NEIGHBORHOOD HOUSE | |||||||
| 1701 W SUPERIOR ST | CHICAGO | IL | 60622 | PC | UNRESTRICTED | $10,000 | |
| EVERYBODY WINS VERMONT INC | |||||||
| PO BOX 34 | MONTPELIER | VT | 05601 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| FRIENDS OF THE CHILDREN - CHICAGO | |||||||
| 1512 S PULASKI RD | CHICAGO | IL | 60623 | PC | EMPOWERING YOUTH THROUGH PROFESSIONAL MENTORSHIP WESTERN COOK COUNTY | $20,000 | |
| GADS HILL CENTER | |||||||
| 1919 W CULLERTON ST | CHICAGO | IL | 60608 | PC | EARLY CHILDHOOD EDUCATION | $20,000 | |
| GAP COMMUNITY CENTER | |||||||
| 1856 N LECLAIRE AVE | CHICAGO | IL | 60639 | PC | UNRESTRICTED | $25,000 | |
| GIRLS WHO CODE INC | |||||||
| 1250 BROADWAY 17TH FLOOR | NEW YORK | NY | 10010 | PC | UNRESTRICTED | $20,000 | |
| GOOD BEGINNINGS | |||||||
| PO BOX 5054 | WEST LEBANON | NH | 03784 | PC | UNRESTRICTED | $10,000 | |
| ILLINOIS ACTION FOR CHILDREN | |||||||
| 4753 N BROADWAY ST | CHICAGO | IL | 60641 | PC | UNRESTRICTED | $20,000 | |
| INCLUSIVE ARTS VERMONT INC | |||||||
| PO BOX 236 | ESSEX JUNCTION | VT | 05452 | PC | START WITH THE ARTS | $8,000 | |
| INSIGHT PROJECT FOR KIDS | |||||||
| 40 E DELAWARE PL | CHICAGO | IL | 60611 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| JUNIOR ACHIEVEMENT USA | |||||||
| 610 SOUTH GEORGE STREET | YORK | PA | 17401 | PC | 2022-23 JA PROGRAMS IN SCHOOLS IN THE CITY OF YORK | $15,000 | |
| JUVENILE PROTECTIVE ASSOCIATION | |||||||
| 1707 N HALSTED ST | CHICAGO | IL | 60614 | PC | CONNECT 2 KIDS (C2K) | $15,000 | |
| LET'S GROW KIDS | |||||||
| 19 MARBLE AVENUE SUITE 4 | BURLINGTON | VT | 05401 | PC | UNRESTRICTED | $25,000 | |
| LITERACY WORKS | |||||||
| 5401 W LAWRENCE AVE 30223 | CHICAGO | IL | 60630 | PC | UNRESTRICTED | $25,000 | |
| LITERATIONS CORP (FORMERLY GENERATIONS INCORPORATED) | |||||||
| 1 FEDERAL ST 5TH FLOOR | BOSTON | MA | 02110 | PC | UNRESTRICTED | $15,000 | |
| MAYHEW | |||||||
| 293 WEST SHORE ROAD | BRISTOL | NH | 03222 | PC | UNRESTRICTED | $9,000 | |
| MONTSHIRE MUSEUM OF SCIENCE | |||||||
| 1 MONTSHIRE ROAD | NORWICH | VT | 05055 | PC | UNRESTRICTED | $30,000 | |
| NATIONAL COLLEGE ADVISING CORPS INC | |||||||
| 301 W BARBEE CHAPEL ROAD SUITE 210 | CHAPEL HILL | NC | 27517 | PC | COLLEGE ADVISING CORPS - F&M ADVISER WILLIAM PENN SENIOR HIGH SCHOOL | $30,000 | |
| NEW HAMPSHIRE CHILDREN'S TRUST INC | |||||||
| 105B LOUDON ROAD SUITE 201 | CONCORD | NH | 03301 | PC | UNRESTRICTED | $20,000 | |
| NEW HOPE MINISTRIES | |||||||
| 99 W CHURCH STREET | DILLSBURG | PA | 17019 | PC | UNRESTRICTED | $10,000 | |
| NH-JAG | |||||||
| 1 HORSESHOE POND LANE SUITE 2 | CONCORD | NH | 03301 | PC | DEVELOPING SKILLS AND INCREASING RESILIENCY FOR WOODSVILLE HIGH SCHOOL NH JAG STUDENTS | $20,000 | |
| OAK PARK AND RIVER FOREST INFANT WELFARE SOCIETY THE CHILDREN'S CLINIC IWS | |||||||
| 28 MADISON ST | OAK PARK | IL | 60302 | PC | UNRESTRICTED | $12,000 | |
| ONEGOAL US EMPOWERED | |||||||
| 180 N WABASH SUITE 800 | CHICAGO | IL | 60601 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| ONWARD NEIGHBORHOOD HOUSE | |||||||
| 5413 WEST DIVERSEY AVE | CHICAGO | IL | 60639 | PC | UNRESTRICTED | $25,000 | |
| OPEN BOOKS LTD | |||||||
| 651 W LAKE ST | CHICAGO | IL | 60661 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| OTTAUQUECHEE HEALTH FOUNDATION INC | |||||||
| 30 PLEASANT STREET | WOODSTOCK | VT | 05091 | PC | UNRESTRICTED | $13,500 | |
| PCC COMMUNITY WELLNESS CENTER | |||||||
| 14 LAKE ST | OAK PARK | IL | 60302 | PC | REACH OUT AND READ | $10,000 | |
| PEMI YOUTH CENTER INC | |||||||
| 111 MAIN STREET | PLYMOUTH | NH | 03264 | PC | UNRESTRICTED | $15,000 | |
| PENNSYLVANIA ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN (PENNAEYC) | |||||||
| 415 MARKET STREET SUITE 208 | HARRISBURG | PA | 17101 | PC | UNRESTRICTED | $15,000 | |
| POSSE FOUNDATION | |||||||
| 111 WEST JACKSON BLVD SUITE 1100 | CHICAGO | IL | 60604 | PC | POSSE CHICAGO PROGRAM SUPPORT | $15,000 | |
| PROJECT SYNCERE | |||||||
| 9012 S STONY ISLAND AVENUE | CHICAGO | IL | 60617 | PC | UNRESTRICTED | $15,000 | |
| REACH OUT AND READ INC | |||||||
| 89 SOUTH STREET SUITE 201 | BOSTON | MA | 02111 | PC | EASTERN VERMONT RX FOR SUCCESS | $10,000 | |
| READING IN MOTION | |||||||
| 332 S MICHIGAN AVE SUITE 121-R13 | CHICAGO | IL | 60604 | PC | UNRESTRICTED | $25,000 | |
| SCHOOL AND TUTORS ON WHEELS DBA TUTORING ENGLISH TO ADVANCE CHANGE (TEACH) | |||||||
| 100 S 6TH AVE | LA GRANGE | IL | 60525 | PC | UNRESTRICTED | $15,000 | |
| SIT STAY READ INC | |||||||
| 2849 N CLARK ST | CHICAGO | IL | 60657 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| THE ACADEMY FOR URBAN SCHOOL LEADERSHIP | |||||||
| 3400 N AUSTIN AVE | CHICAGO | IL | 60634 | PC | DEVELOPING MENTOR TEACHERS AND TRANSFORMING TEACHER PREPARATION | $25,000 | |
| THE CHILDREN'S MUSEUM OF OAK PARK | |||||||
| 6445 W NORTH AVE | OAK PARK | IL | 60302 | PC | COMMUNITY PARTNER PROGRAM | $20,000 | |
| THE DREAM PROGRAM INC | |||||||
| PO BOX 361 | WINOOSKI | VT | 05404 | PC | VERMONT GENERAL OPERATING SUPPORT | $20,000 | |
| THE FAMILY PLACE | |||||||
| 319 U S ROUTE 5 SOUTH | NORWICH | VT | 05055 | PC | FAMILIES LEARNING TOGETHER (FLT) | $15,000 | |
| THE SALVATION ARMY | |||||||
| 50 EAST KING STREET | YORK | PA | 17401 | PC | UNRESTRICTED | $20,000 | |
| TLC FAMILY RESOURCE CENTER | |||||||
| PO BOX 1098 | CLAREMONT | NH | 03743 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| TURNING THE PAGE | |||||||
| 323 11TH STREET NE 1 | WASHINGTON | DC | 20002 | PC | ENGAGING FAMILIES FOR STUDENT SUCCESS | $20,000 | |
| UNITED WAY OF YORK COUNTY | |||||||
| 800 EAST KING STREET | YORK | PA | 17403 | PC | FOCUS | $30,000 | |
| UPPER VALLEY HAVEN INC | |||||||
| 713 HARTFORD AVENUE | WHITE RIVER JUNCTION | VT | 05001 | PC | UPPER VALLEY HAVEN CHILDREN'S PROGRAMMING | $17,000 | |
| VALLEY YOUTH HOUSE COMMITTEE INC | |||||||
| 3400 HIGH POINT BOULEVARD | BETHLEHEM | PA | 18017 | PC | UNRESTRICTED | $10,000 | |
| VERMONT CHILDREN'S TRUST FOUNDATION | |||||||
| 95 ST PAUL STREET SUITE 330 | BURLINGTON | VT | 05401 | PC | UPPER VALLEY PROGRAM SUPPORT | $133,334 | |
| VERMONT HUMANITIES COUNCIL | |||||||
| 11 LOOMIS ST | MONTPELIER | VT | 05602 | PC | UNRESTRICTED | $15,000 | |
| VERMONT INSTITUTE OF NATURAL SCIENCE INC | |||||||
| 149 NATURES WAY | QUECHEE | VT | 05059 | PC | VINS NATURE CAMP AND OUTREACH SCHOLARSHIPS | $20,000 | |
| WOMEN EMPLOYED | |||||||
| 1 E WACKER DR STE 3110 | CHICAGO | IL | 60601 | PC | UNRESTRICTED | $25,000 | |
| Y E M B A INC | |||||||
| 218 LAKE ST | OAK PARK | IL | 60302 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| YORK COLLEGE OF PENNSYLVANIA | |||||||
| 441 COUNTRY CLUB RD | YORK | PA | 17403 | PC | YORK COLLEGE COMMUNITY OPPORTUNITY SCHOLARSHIP PROGRAM | $15,000 | |
| YORK COUNTY LIBRARY SYSTEM | |||||||
| 159 E MARKET STREET | YORK | PA | 17401 | PC | $10,000 TO UNRESTRICTED AND $30,000 TO CAPITAL CAMPAIGN TO TRANSFORM LIVES AND BUILD COMMUNITY | $40,000 | |
| YORK COUNTY LITERACY COUNCIL | |||||||
| 1416 6TH AVENUE | YORK | PA | 17403 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| YORK DAY NURSERY INC | |||||||
| 450 EAST PHILADELPHIA ST | YORK | PA | 17403 | PC | TEACHER SUPPORT FOR YORK DAY NURSERY AT YORK COUNTY SCHOOL OF TECHNOLOGY | $20,000 | |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF YORK (YWCA YORK) | |||||||
| 320 E MARKET ST | YORK | PA | 17403 | PC | UNRESTRICTED | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,604,834 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $814,295 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,371,373 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CLASS ACTION PROCEEDS | 01 | $431 |
| OTHER INCOME | 01 | $717 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,186,816 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,186,816 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $73,122 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $73,122 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AMORTIZATION OF BOND PREMIUM | $299 | $299 | $0 |
| D&O LIABILITY INSURANCE | $1,500 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| CLASS ACTION PROCEEDS | $431 | $431 |
| OTHER INCOME | $717 | $717 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION MANAGEMENT AND BOOKKEEPING FEES | $3,981 | $398 | $3,583 |
| INVESTMENT MANAGEMENT FEES | $93,448 | $93,448 | $0 |
| CONTRACT SERVICES | $186,603 | $0 | $186,603 |
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