DONLEY FOUNDATION-UD DTD 12-8-86: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DONLEY FOUNDATION-UD DTD 12-8-86 (EIN 23-6859909)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-30
- IRS object ID
- 202341819349100529
- Schema version
- 2022v5.0
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-30T17:47:28-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 3RD FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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 | PO BOX 320801 | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06825 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS E DONLEY | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 7174241851 | PhoneNum |
| Signature | 2023-06-30 | 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 | JENNIFER SOLOT | PreparerPersonNm |
| PTIN | P00749373 | PTIN |
| Phone | 2155677770 | PhoneNum |
| Preparation | 2023-06-28 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,438,565 | 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 | $669,562 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $669,562 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$231,573 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,646,946 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $909 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $438,898 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $669,562 | 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 |
| Other Prof Fees Rev And Expnss | $332,839 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150,710 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $182,129 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,309 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,154 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,303 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,464 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $375,302 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $158,013 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $186,593 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,673,167 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,673,167 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,048,469 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $158,013 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,859,760 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,609,571 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $511,549 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $857,451 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $447,598 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $447,598 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,136,916 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,026,563 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $953,639 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $18,359,316 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,121,720 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,257,308 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,390,108 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,538,339 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,279,152 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $750,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $750,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $500,868 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $24,493,791 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,884,220 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,438,565 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $24,493,791 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $22,884,220 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,493,791 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,884,220 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,493,791 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,884,220 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,493,791 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,609,571 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $22,884,220 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,884,220 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (39 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| UNP RR CO 2006 PASS TRUST | P | 2022-01-03 | $33,265 | $38,038 | -$4,773 | -$4,773 |
| MCDONALDS CORP 2.625% | P | 2022-01-15 | $100,000 | $97,222 | $2,778 | $2,778 |
| DIGITAL REALITY TRUST 4.75% | P | 2022-02-03 | $55,518 | $52,242 | $3,276 | $3,276 |
| HAVERFORD TRUST CD .15% | P | 2022-02-04 | $500,000 | $500,000 | $0 | $0 |
| UNITEDHEALTH GROUP INC COM | P | 2022-03-04 | $109,208 | $55,743 | $53,465 | $53,465 |
| GENUINE PARTS CO COM | P | 2022-03-09 | $365,312 | $307,018 | $58,294 | $58,294 |
| VANGUARD FTSE EUROPE ETF | P | 2022-03-28 | $240,560 | $268,510 | -$27,950 | -$27,950 |
| ISHARES CORE MSCI EMERGING | P | 2022-03-28 | $170,905 | $154,426 | $16,479 | $16,479 |
| PHILLIPS 66 4.3% 4/1/22 | P | 2022-04-01 | $108,000 | $108,000 | $0 | $0 |
| EMBECTA CORP | P | 2022-04-08 | $17 | $18 | -$1 | -$1 |
| ECOLAB INC | P | 2022-04-21 | $189,896 | $199,928 | -$10,032 | -$10,032 |
| BLACKROCK INC 3.375% 6/1/22 | P | 2022-06-01 | $100,000 | $100,000 | $0 | $0 |
| INTERCONTINENTAL EXCHANGE GROUP | P | 2022-06-06 | $253,314 | $284,496 | -$31,182 | -$31,182 |
| COMCAST CORP INW - CI.A | P | 2022-06-28 | $212,211 | $156,821 | $55,390 | $55,390 |
| UNP RR CO 2006 PASS TRUST 5.866% 7/2/2030 | P | 2022-07-02 | $59 | $67 | -$8 | -$8 |
| ISHARES LEHMAN US TRES TIPS | P | 2022-07-07 | $206,025 | $225,289 | -$19,264 | -$19,264 |
| V F CORPORATION | P | 2022-07-08 | $185,442 | $325,788 | -$140,346 | -$140,346 |
| WELLS FARGO CO 2.625% 7/22/22 | P | 2022-07-22 | $225,000 | $225,000 | $0 | $0 |
| EMBECTA CORP | P | 2022-08-23 | $11,385 | $7,273 | $4,112 | $4,112 |
| CVS CAREMARK CORP 2.75% 12/1/22 | P | 2022-09-01 | $232,000 | $231,539 | $461 | $461 |
| CVS HEALTH CORPORATION | P | 2022-09-09 | $162,260 | $127,301 | $34,959 | $34,959 |
| AUTOMATIC DATA PROCESSING INCOM | P | 2022-09-09 | $96,592 | $60,742 | $35,850 | $35,850 |
| HIGH POINT NC ENTPR SYS REV 5.00% 11/01/26 | P | 2022-11-01 | $100,000 | $106,491 | -$6,491 | -$6,491 |
| HONEYWELL INTL INC COM | P | 2022-11-17 | $150,409 | $94,721 | $55,688 | $55,688 |
| DUPONT DE NEMOURS INC | P | 2022-11-17 | $82,842 | $100,482 | -$17,640 | -$17,640 |
| VANGUARD FTSE PACIFIC ETF | P | 2022-11-18 | $150,246 | $155,499 | -$5,253 | -$5,253 |
| VANGUARD FTSE EUROPE ETF | P | 2022-11-18 | $95,362 | $119,760 | -$24,398 | -$24,398 |
| VANGUARD FTSE EUROPE ETF | P | 2022-11-18 | $54,969 | $69,026 | -$14,057 | -$14,057 |
| ISHARES S&P SMALLCAP 600 FND | P | 2022-11-18 | $150,135 | $117,599 | $32,536 | $32,536 |
| ISHARES S&P MIDCAP 400 INDEX | P | 2022-11-18 | $150,279 | $115,555 | $34,724 | $34,724 |
| ISHARES CORE MSCI EMERGING | P | 2022-11-18 | $149,954 | $189,505 | -$39,551 | -$39,551 |
| ISHARES CORE MSCE EAFE ETF | P | 2022-11-18 | $150,364 | $142,206 | $8,158 | $8,158 |
| GOLDMAN SACHS ACTIVEBETA | P | 2022-11-18 | $2,754 | $3,919 | -$1,165 | -$1,165 |
| GOLDMAN SACHS ACTIVEBETA | P | 2022-11-18 | $75,897 | $108,008 | -$32,111 | -$32,111 |
| GOLDMAN SACHS ACTIVEBETA | P | 2022-11-18 | $71,245 | $91,791 | -$20,546 | -$20,546 |
| V F CORPORATION | P | 2022-12-05 | $168,513 | $256,925 | -$88,412 | -$88,412 |
| GOLDMAN SACHS ACTIVEBETA | P | 2022-12-14 | $537,008 | $681,571 | -$144,563 | -$144,563 |
| HAVERFORD TRUST CD .15% 05/05/2022 | P | 2022-05-05 | $500,000 | $500,000 | $0 | $0 |
| HAVERFORD TRUST CD .30% 8/3/2022 | P | 2022-05-23 | $500,000 | $500,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$231,573 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,111 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,111 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,111 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,600 | 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 | $7,111 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$18,489 | OriginalReturnOverpaymentAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
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 | WWW.DONLEYFOUNDATION.ORG | 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 | PO BOX 320801 | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06825 | 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 (9 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 | ||||||||
| 150 N RADNOR CHESTER ROAD A110 | RADNOR | PA | 19087 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DONLEY THOMAS E | ||||||||
| 150 N RADNOR CHESTER ROAD A110 | RADNOR | PA | 19087 | CHAIR | 1.00 | $0 | $0 | $0 |
| DONLEY CONVEY JENNIFER | ||||||||
| 150 N RADNOR CHESTER ROAD A110 | RADNOR | PA | 19087 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DONLEY CARA | ||||||||
| 150 N RADNOR CHESTER ROAD A110 | RADNOR | PA | 19087 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DONLEY EDWARD S | ||||||||
| 150 N RADNOR CHESTER ROAD A110 | RADNOR | PA | 19087 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBB W GAVIN | ||||||||
| 150 N RADNOR CHESTER ROAD A110 | RADNOR | PA | 19087 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DONLEY HEWITT MEGAN | ||||||||
| 150 N RADNOR CHESTER ROAD A110 | RADNOR | PA | 19087 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PEMBROKE - DAPHNE ROWE | ||||||||
| 150 N RADNOR CHESTER ROAD A110 | RADNOR | PA | 19087 | EXECUTIVE DIRECTOR | 10.00 | $0 | $0 | $0 |
| DONLEY JOHN | ||||||||
| 150 N RADNOR CHESTER ROAD A110 | RADNOR | PA | 19087 | TRUSTEE | 1.00 | $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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PEMBROKE PHILANTHROPY ADVISORS | |||||
| 150 N RADNOR CHESTER RD STE A110 | RADNOR | PA | 19087 | FOUNDATION MANAGEMENT | $179,273 |
| HAVERFORD QUALITY INVESTING | |||||
| THREE RADNOR CORP CTR STE 450 | RADNOR | PA | 19087 | INVESTMENT MANAGEMENT | $133,220 |
| 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 | $29,787,734 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $839,984 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $868 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,628,586 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,628,586 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $459,429 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,169,157 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,508,458 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,508,458 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,111 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,111 | TotalTaxAmt |
| Distributable Before Adj | $1,501,347 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,501,347 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,501,347 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,859,760 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,859,760 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,501,347 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $71,351 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $2,949,678 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,917 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,034,946 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,859,760 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,501,347 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $358,413 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,393,359 | 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 | $71,351 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,322,008 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $2,949,678 | ExcessFromYear2Amt |
| Excess From Year1 | $13,917 | ExcessFromYear1Amt |
| Excess From Current Year | $358,413 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (87 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACCESS COMMUNITY HEALTH NETWORK (ACCESS) | ||||||
| 600 W FULTON STREET | CHICAGO | IL | 60661 | PC | ADVANCING EARLY LITERACY IN WESTERN COOK COUNTY | $5,000 |
| AFTER SCHOOL MATTERS | ||||||
| 66 EAST RANDOLPH STREET | CHICAGO | IL | 60601 | PC | OUT-OF-SCHOOL TIME APPRENTICESHIP PROGRAMMING THROUGH THE MICHAEL AND KARYN LUTZ FAMILY CENTER | $15,000 |
| ASSOCIATION HOUSE OF CHICAGO | ||||||
| 1116 NORTH KEDZIE AVENUE | CHICAGO | IL | 60651 | PC | ASSOCIATION HOUSE HIGH SCHOOL (AHHS) SUPPORT SERVICES | $15,000 |
| AUTOMOTIVE MENTORING GROUP | ||||||
| 6522 S LAVERGNE AVE | CHICAGO | IL | 60638 | PC | GENERAL OPERATING SUPPORT | $20,000 |
| BIG BROTHERS BIG SISTERS OF METROPOLITAN CHICAGO | ||||||
| 560 W LAKE ST 5TH FLOOR | CHICAGO | IL | 60661 | PC | BIG BROTHERS BIG SISTERS MENTORING PROGRAMS | $15,000 |
| BIG BROTHERS BIG SISTERS OF VERMONT | ||||||
| 24 FLAT ST PO BOX 1729 | BRATTLEBORO | VT | 05302 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| 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 | GENERAL OPERATING SUPPORT | $20,000 |
| CASA CENTRAL | ||||||
| 1343 N CALIFORNIA AVE | CHICAGO | IL | 60622 | PC | EARLY LEARNING ACADEMY (ELA) AND SCHOOL AGE PROGRAM (SAP) | $15,000 |
| BOYS & GIRLS CLUB OF BRATTLEBORO | ||||||
| 17 FLAT ST | BRATTLEBORO | VT | 05301 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| CENTRAL VERMONT ADULT BASIC EDUCATION | ||||||
| 46 WASHINGTON ST | BARRE | VT | 05641 | PC | CAREER AND COLLEGE READINESS PROGRAMS IN VERMONTS UPPER VALLEY | $7,500 |
| CHALKBEAT | ||||||
| 1288 CONEY ISLAND AVENUE 300434 | BROOKLYN | NY | 11230 | PC | CHALKBEAT CHICAGO | $20,000 |
| CHANGING WORLDS | ||||||
| 329 W 18TH ST | CHICAGO | IL | 60616 | PC | GENERAL OPERATING SUPPORT | $20,000 |
| BRADFORD TEEN CENTER | ||||||
| 134 MAIN ST | BRADFORD | VT | 05033 | PC | GENERAL OPERATING SUPPORT | $20,000 |
| CHICAGO HEIGHTENING OPPORTUNITY AND POTENTIAL FOR EDUCATIONAL SUCCESS | ||||||
| 641 W LAKE ST | CHICAGO | IL | 60661 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| BUILDING BRIGHT FUTURES STATE COUNCIL | ||||||
| 600 BLAIR PARK RD 160 | WILLISTON | VT | 05495 | PC | GENERAL OPERATING SUPPORT | $20,000 |
| CHANGING PERSPECTIVES | ||||||
| 3310 TOWNE HILL ROAD | EAST MONTPELIER | VT | 05651 | PC | GENERAL OPERATING SUPPORT | $12,000 |
| CHILDREN'S LITERACY PROGRAM | ||||||
| 3579 WATERBURY-STOWE ROAD | WATERBURY CENTER | VT | 05677 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| CHICAGO CENTER FOR ARTS AND TECHNOLOGY | ||||||
| 1701 W 13TH ST | CHICAGO | IL | 60608 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| COLLEGE POSSIBLE CHICAGO | ||||||
| 215 W SUPERIOR ST STE 300 | CHICAGO | IL | 60654 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| COMMUNITIES IN SCHOOLS OF PENNSYLVANIA | ||||||
| 234 STATE ST | HARRISBURG | PA | 17101 | PC | COMMUNITIES IN SCHOOLS PENNSYLVANIA: SERVICES AT WILLIAM PENN HIGH SCHOOL | $30,000 |
| COMMUNITIES UNITED | ||||||
| 4600 W PALMER ST | CHICAGO | IL | 60639 | PC | BIKES N' ROSES | $20,000 |
| CHRISTOPHER HOUSE | ||||||
| 5235 W BELDEN AVE | CHICAGO | IL | 60639 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| COMMUNITY SERVICES FOR CHILDREN INC | ||||||
| 1520 HANOVER AVENUE | ALLENTOWN | PA | 18109 | PC | PUTTING CHILDREN FIRST-GENERAL OPERATING SUPPORT | $20,000 |
| CRISPUS ATTUCKS ASSOCIATION | ||||||
| 605 SOUTH DUKE STREET | YORK | PA | 17401 | PC | GENERAL OPERATING SUPPORT | $115,000 |
| ERIE FAMILY HEALTH FOUNDATION INC | ||||||
| 1701 W SUPERIOR ST | CHICAGO | IL | 60622 | PC | REACH OUT AND READ ACROSS WEST COOK COUNTY AND CHICAGOS WEST SIDE | $5,000 |
| ERIE NEIGHBORHOOD HOUSE | ||||||
| 1701 W SUPERIOR ST | CHICAGO | IL | 60622 | PC | WORKFORCE DEVELOPMENT: PATHWAYS TO SUCCESS | $10,000 |
| EVERYBODY WINS VERMONT | ||||||
| PO BOX 34 | MONTPELIER | VT | 05601 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| 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 | GAPADEMICS AFTER SCHOOL PROGRAM | $25,000 |
| CREATING IT FUTURES FOUNDATION | ||||||
| 3500 LACEY RD STE 100 | DOWNERS GROVE | IL | 60515 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| DUSABLE MUSEUM OF AFRICAN AMERICAN HISTORY | ||||||
| 740 E 56TH PL | CHICAGO | IL | 60637 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| GOOD BEGINNINGS OF THE UPPER VALLEY | ||||||
| 93 S MAIN ST | WEST LEBANON | NH | 03784 | PC | GENERAL OPERATING | $10,000 |
| ILLINOIS ACTION FOR CHILDREN | ||||||
| 4753 N BROADWAY ST STE 1200 | CHICAGO | IL | 60641 | PC | NORTH LAWNDALE COMMUNITY CONNECTIONS | $20,000 |
| JUNIOR ACHIEVEMENT OF USA | ||||||
| 1 EDUCATION WAY | COLORADO SPRINGS | CO | 80906 | PC | GENERAL OPERATING SUPPORT | $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 | BUILD BACK STRONGER: VERMONT'S CHILD CARE SYSTEM | $25,000 |
| LITERACY WORKS | ||||||
| 5401 W LAWRENCE AVE 30223 | CHICAGO | IL | 60630 | PC | THE WEST SIDE COMMUNITY LITERACY PROJECT | $25,000 |
| MAYHEW | ||||||
| 293 WEST SHORE ROAD | BRISTOL | NH | 03222 | PC | LIFE SKILLS AND MENTORING FOR AT-RISK NH BOYS | $9,000 |
| MONTSHIRE MUSEUM OF SCIENCE | ||||||
| 1 MONTSHIRE RD | NORWICH | VT | 05055 | PC | THE DONLEY FELLOWS, SUMMER 2022 | $30,000 |
| NATIONAL COLLEGE ADVISING CORPS | ||||||
| 301 W BARBEE CHAPEL ROAD | CHAPEL HILL | NC | 27517 | PC | CAC - F&M ADVISER WILLIAM PENN SENIOR HIGH SCHOOL (CHANGED TO GENERAL OPERATING DECEMBER 2021 LETTER IN FILE) | $30,000 |
| NEW HAMPSHIRE CHILDREN'S TRUST | ||||||
| 105 LOUDON RD BLDG 2 | CONCORD | NH | 03301 | PC | GENERAL OPERATING SUPPORT | $20,000 |
| NEW HOPE MINISTRIES | ||||||
| 99 W CHURCH STREET | DILLSBURG | PA | 17019 | PC | YOUTH PROGRAMS | $10,000 |
| OAK PARK AND RIVER FOREST INFANT WELFARE SOCIETY THE CHILDREN'S CLINIC IWS | ||||||
| 28 MADISON ST | OAK PARK | IL | 60302 | PC | GENERAL OPERATING SUPPORT | $12,000 |
| FRIENDS OF THE CHILDREN - CHICAGO | ||||||
| 1512 S PULASKI RD | CHICAGO | IL | 60623 | PC | GENERAL OPERATING SUPPORT | $20,000 |
| GIRLS WHO CODE | ||||||
| 1250 BROADWAY | NEW YORK | NY | 10001 | PC | GENERAL OPERATING SUPPORT | $20,000 |
| ONEGOAL | ||||||
| 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 | GENERAL OPERATING SUPPORT | $25,000 |
| OPEN BOOKS LTD | ||||||
| 651 W LAKE ST | CHICAGO | IL | 60661 | PC | GENERAL OPERATING SUPPORT | $20,000 |
| 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 | GENERAL OPERATING SUPPORT | $15,000 |
| PENNSYLVANIA ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN (PENNAEYC) | ||||||
| 415 MARKET STREET | HARRISBURG | PA | 17101 | PC | PRE-K FOR PA CAMPAIGN - YORK COUNTY | $15,000 |
| PROJECT SYNCERE | ||||||
| 9012 S STONY ISLAND AVE | CHICAGO | IL | 60617 | PC | ENPOWERED - AN INTRODUCTION TO STEM EDUCATION | $15,000 |
| READING IN MOTION | ||||||
| 65 EAST WACKER PLACE SUITE 305 | CHICAGO | IL | 60601 | PC | READING TOGETHER, ANYWHERE!: VIRTUAL ARTS-ENRICHED LITERACY TRAINING FOR ELEMENTARY SCHOOL EDUCATORS | $25,000 |
| INCLUSIVE ARTS VERMONT | ||||||
| 21 CARMICHAEL STREET | ESSEX | VT | 05452 | PC | GENERAL OPERATING SUPPORT | $8,000 |
| SALVATION ARMY NJ DIVISION | ||||||
| 605 ASBURY AVENUE | ASBURY PARK | NJ | 07712 | PC | GENERAL OPERATING SUPPORT | $20,000 |
| SCHOOL AND TUTORS ON WHEELS DBA TUTORING ENGLISH TO ADVANCE CHANGE (TEACH) | ||||||
| 100 S 6TH AVE | LA GRANGE | IL | 60525 | PC | GENERAL OPERATING | $15,000 |
| SIT STAY READ | ||||||
| 2849 N CLARK ST | CHICAGO | IL | 60657 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| INSIGHT PROJECT FOR KIDS | ||||||
| 1111 N DEARBORN ST | CHICAGO | IL | 60610 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| SPARK PROGRAM INC | ||||||
| 67 E MADISON STREET | CHICAGO | IL | 60603 | PC | CAREER EXPLORATION & SELF-DISCOVERY OPPORTUNITIES FOR MIDDLE SCHOOL STUDENTS ON CHICAGO'S WEST SIDE | $15,000 |
| THE ACADEMY FOR URBAN SCHOOL LEADERSHIP | ||||||
| 3400 N AUSTIN AVE | CHICAGO | IL | 606344229 | PC | ACCELERATING LEARNING IN NORTH LAWNDALE | $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 (VERMONT) | ||||||
| PO BOX 361 | WINOOSKI | VT | 05404 | PC | GENERAL OPERATING SUPPORT | $20,000 |
| THE FAMILY PLACE | ||||||
| 319 U S ROUTE 5 SOUTH | NORWICH | VT | 05055 | PC | FAMILIES LEARNING TOGETHER (FLT) | $15,000 |
| LEARNING EDGE | ||||||
| 118 N CENTRAL AVE | CHICAGO | IL | 60644 | PC | GENERAL OPERATING SUPPORT | $12,500 |
| THE POSSE FOUNDATION INC | ||||||
| 111 WEST JACKSON BLVD SUITE 1100 | CHICAGO | IL | 60604 | PC | POSSE CHICAGO PROGRAM SUPPORT | $15,000 |
| TLC FAMILY RESOURCE CENTER | ||||||
| 1 PLEASANT STREET | CLAREMONT | NH | 03743 | PC | GENERAL OPERATING SUPPORT | $20,000 |
| TURNING THE PAGE | ||||||
| 906 S HOMAN AVE SUITE 600 | CHICAGO | IL | 60624 | PC | NORTH LAWNDALE FAMILY ENGAGEMENT PROGRAMS | $20,000 |
| UNITED WAY OF YORK COUNTY | ||||||
| 800 EAST KING STREET | YORK | PA | 17403 | PC | FOCUS | $30,000 |
| VALLEY YOUTH HOUSE COMMITTEE INC | ||||||
| 3400 HIGH POINT BOULEVARD | BETHLEHEM | PA | 18017 | PC | THE DONLEY SCHOLARSHIP FUND | $10,000 |
| VERMONT CHILDREN'S TRUST FOUNDATION | ||||||
| 95 ST PAUL STREET | BURLINGTON | VT | 05401 | PC | GENERAL OPERATING SUPPORT | $66,667 |
| LITERATIONS | ||||||
| 1 FEDERAL ST | BOSTON | MA | 02110 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| VERMONT HUMANITIES COUNCIL | ||||||
| 11 LOOMIS ST | MONTPELIER | VT | 056023021 | PC | EARLY LITERACY EDUCATION | $15,000 |
| VERMONT INSTITUTE OF NATURAL SCIENCE | ||||||
| 149 NATURES WAY | QUECHEE | VT | 05059 | PC | VINS NATURE CAMP AND OUTREACH SCHOLARSHIPS | $20,000 |
| OTTAUQUECHEE HEALTH FOUNDATION | ||||||
| 30 PLEASANT STREET | WOODSTOCK | VT | 05091 | PC | GENERAL OPERATING SUPPORT | $13,500 |
| YORK COLLEGE OF PENNSYLVANIA | ||||||
| 441 COUNTRY CLUB RD | YORK | PA | 17403 | PC | YORK COLLEGE COMMUNITY OPPORTUNITY SCHOLARSHIP PROGRAM | $15,000 |
| NH-JAG | ||||||
| 1 HORSESHOE POND LN | CONCORD | NH | 03301 | PC | GENERAL OPERATING SUPPORT | $20,000 |
| YORK COUNTY LIBRARY SYSTEM | ||||||
| 159 E MARKET STREET | YORK | PA | 17401 | PC | LEAP INTO SCIENCE | $40,000 |
| YORK COUNTY LITERACY COUNCIL | ||||||
| 1416 6TH AVENUE | YORK | PA | 17403 | PC | GENERAL OPERATING SUPPORT AND CITIZENSHIP INSTRUCTION PROGRAM | $25,000 |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF YORK (YWCA YORK) | ||||||
| 320 E MARKET ST | YORK | PA | 17403 | PC | CONNECTING YORK CITY YOUTH TO OPPORTUNITIES | $15,000 |
| READ OUT AND READ | ||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| THE CIRCLE PROGRAM | ||||||
| 85 MAIN STREET | PLYMOUTH | NH | 03264 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| UNITED STATES CONFERENCE OF CATHOLIC BISHOPS | ||||||
| 3211 4TH ST NE | WASHINGTON | DC | 20032 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| UPPER VALLEY HAVEN | ||||||
| 713 HARTFORD AVE | WHITE RIVER JUNCTION | VT | 05001 | PC | GENERAL OPERATING SUPPORT | $17,000 |
| WOMEN EMPLOYED | ||||||
| 1 E WACKER DRIVE | CHICAGO | IL | 60601 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| Y E M B A | ||||||
| 218 LAKE ST | OAK PARK | IL | 60302 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| YORK DAY NURSERY | ||||||
| 450 E PHILADELPHIA ST | YORK | PA | 17403 | PC | GENERAL OPERATING SUPPORT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,673,167 | 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 | $669,562 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$231,573 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $909 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $438,898 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $438,898 | 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 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | AMENDED RETURN | IdentifierTxt |
| Form And Line Reference | FORM 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | THIS RETURN HAS BEEN AMENDED TO UPDATE THE PHONE NUMBER, ADDRESS, AND WHO THE BOOKS ARE IN THE CARE OF. THESE ALL PREVIOUSLY RELATED TO A MANAGEMENT COMPANY WHO IS NO LONGER ENGAGED BY THE FOUNDATION, SO THEY HAVE BEEN CHANGED TO THE FOUNDATION'S INFORMATION.IN ADDITION, PER THE INSTRUCTIONS FOR AMENDING RETURNS, PART V LINE 7 ALSO NOW HAS "O.R. OVERPAYMENT -18,489" WRITTEN ON THE DOTTED LINE TO REFLECT THE OVERPAYMENT REPORTED ON THE ORIGINAL RETURN. FOLLOWING THAT, THE AMOUNT CREDITED TO 2023 ESTIMATED TAX ON LINE 11 OF PART V IS NOW BLANK BECAUSE THAT AMOUNT IS NOW REFLECTED ON LINE 7. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (23 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON COM INC | $75,114 | $73,661 |
| APPLE INC | $99,084 | $99,141 |
| AQUA AMERICA INC | $140,571 | $125,784 |
| BB&T CORP | $49,983 | $48,025 |
| BLACKROCK STRATEGIC INCOME OPPORTUNITY FD | $100,000 | $89,756 |
| COMCAST CORP | $200,628 | $184,641 |
| GOLDMAN SACHS GROUP | $209,368 | $193,498 |
| ISHARES BARCLAY MBS | $280,223 | $241,150 |
| JPMORGAN CHASE & CO | $162,780 | $156,098 |
| OKLAHOMA G&E CO | $174,060 | $147,286 |
| POWERSHARES INVESCO TAXABLE MUNICIPAL BOND ETF | $99,976 | $85,537 |
| VERIZON COMMUNICATIONS | $120,502 | $115,980 |
| ATT INC | $151,813 | $124,868 |
| CITIGROUP INC | $164,884 | $140,088 |
| HP INC | $157,298 | $127,942 |
| UNP RR CO 2006 PASS TRUST | $122,983 | $109,837 |
| ALLSTATE CORP | $176,650 | $177,572 |
| BANK OF AMERICA | $166,504 | $166,903 |
| CAPITAL ONE FINANCIAL CORP | $39,667 | $39,171 |
| GENUINE PARTS CO | $145,915 | $144,549 |
| LOWES INC | $164,271 | $160,853 |
| FFCB | $330,000 | $329,886 |
| ISHARES 0-5 YEAR TIPS BOND ETF | $206,065 | $196,926 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC ADR | $129,332 | $396,257 |
| AIR PRODS & CHEMS INC | $167,429 | $311,343 |
| AMERICAN TOWER CORPORATION | $337,176 | $408,890 |
| APPLE INC | $69,048 | $745,798 |
| AUTOMATIC DATA PROCESSING INC | $95,897 | $292,604 |
| BAXTER INTL INC | $223,052 | $210,761 |
| BECTON DICKINSON & CO | $308,092 | $435,616 |
| BLACKROCK INC | $273,635 | $538,558 |
| CHEVRON CORPORATION | $337,410 | $626,420 |
| CISCO SYS INC | $195,814 | $286,316 |
| COSTCO WHOLESALE CORP | $341,524 | $515,845 |
| CVS HEALTH CORPORATION | $325,364 | $439,857 |
| DOLLAR GENERAL CORP | $247,426 | $478,710 |
| DUPONT DE NEMOURS INC | $270,906 | $283,442 |
| HONEYWELL INTL INC | $301,682 | $498,248 |
| ISHARES CORE MSCI EAFE ETF | $866,189 | $944,633 |
| ISHARES CORE MSCI EMERGING | $1,973,100 | $1,940,011 |
| ISHARES S&P 500 INDEX FUND | $376,939 | $600,136 |
| ISHARES S&P MIDCAP 400 INDEX | $704,705 | $863,547 |
| ISHARES S&P SMALLCAP 600 FND | $941,328 | $1,348,147 |
| JOHNSON & JOHNSON | $247,923 | $431,026 |
| JPMORGAN CHASE & CO | $365,140 | $587,358 |
| LOWES COS INC | $240,261 | $548,906 |
| MASTERCARD INC | $83,772 | $396,412 |
| MCDONALDS CORP | $316,315 | $429,554 |
| MEDTRONIC PLC ADR | $297,716 | $272,797 |
| MERCK & CO. INC | $380,138 | $624,649 |
| MICROSOFT CORP | $63,810 | $548,468 |
| ORACLE CORP | $325,229 | $599,154 |
| PEPSICO INC | $295,411 | $525,721 |
| RAYTHEON TECHNOLOGIES CORP | $478,504 | $701,394 |
| S&P GLOBAL INC | $195,521 | $355,371 |
| SKYWORKS SOLUTIONS INC | $683,111 | $484,994 |
| STARBUCKS CORP | $186,577 | $297,798 |
| TJX COS INC | $191,387 | $452,128 |
| UNITED PARCEL SERVICE INC | $255,766 | $401,744 |
| UNITEDHEALTH GROUP INC | $125,228 | $601,754 |
| VANGUARD FTSE ALL WORLD EX-US SMALL-CAP ETF | $464,418 | $461,617 |
| VANGUARD FTSE PACIFIC ETF | $681,328 | $676,319 |
| MCCORMICK & CO | $208,576 | $193,134 |
| THERMO FISHER SCIENTIFIC | $368,442 | $388,236 |
| VANGUARD FTSE EUROPE ETF | $428,650 | $344,282 |
| AVANTIS EMERGING MARKETS EQUITY ETF | $539,638 | $527,203 |
| ILLINOIS TOOL WORKS INC | $368,249 | $391,033 |
| INTUIT COM | $265,335 | $239,370 |
| AON PLC CLASS A | $221,340 | $246,115 |
| VERIZON COMMUNICATIONS INC COM | $357,887 | $365,632 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $379,762 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $361,788 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $646,801 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $591,851 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MELLON PRIVATE EQUITY FUND IV | AT COST | $500,000 | $500,000 |
| MELLON PRIVATE EQUITY FUND V | AT COST | $250,000 | $868 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOARD EDUCATION AND DEVELOPMENT | $1,842 | $0 | $0 |
| AMORTIZATION OF BOND PREMIUM | $7,303 | $7,303 | $0 |
| DUES & SUBSCRIPTIONS | $795 | $0 | $0 |
| D&O LIABILITY INSURANCE | $750 | $0 | $0 |
| MISCELLANEOUS EXPENSES | $4,464 | $0 | $4,464 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION PROCEEDS | Desc |
| Revenue And Expenses Per Books | $909 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $909 | AdjustedNetIncomeAmt |
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 | $179,273 | $17,490 | $161,783 |
| INVESTMENT MANAGEMENT FEES | $133,220 | $133,220 | $0 |
| CONTRACT SERVICES | $20,346 | $0 | $20,346 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $27,309 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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