DONLEY FOUNDATION-UD DTD 12-8-86: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DONLEY FOUNDATION-UD DTD 12-8-86 (EIN 23-6859909)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-12
- IRS object ID
- 202241329349104284
- Schema version
- 2021v4.2
- 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
- Accounting Fees Schedule
- 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 | 2022-05-12T19:00:53-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 6108963868 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 N RADNOR CHESTER ROAD NO A110 | AddressLine1Txt |
| City | RADNOR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS E DONLEY | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 6108963868 | PhoneNum |
| Signature | 2022-05-12 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER SOLOT | PreparerPersonNm |
| PTIN | P00749373 | PTIN |
| Phone | 2155677770 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,271,542 | 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 | $731,466 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $731,466 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,317,820 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,760,142 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,295,082 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $79,337 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,128,623 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,026,548 | 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 |
| Accounting Fees Rev And Expnss | $4,526 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,263 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,263 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $300,711 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $156,398 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $144,313 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,750 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,304 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $779 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $33,120 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,711 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,961 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $347,411 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $185,372 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $151,316 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,523,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,523,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,870,911 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $185,372 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,674,816 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $257,712 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,841,176 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $251,784 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $857,451 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $857,451 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,892,575 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,136,916 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,149,473 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $18,539,254 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,359,316 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,694,395 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,802,466 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,390,108 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,467,258 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $750,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $750,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $102,965 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $24,236,079 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,493,791 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,271,542 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $24,236,079 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $24,493,791 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,236,079 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,493,791 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,236,079 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,493,791 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,236,079 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $257,712 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $24,493,791 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,493,791 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (58 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ORGANON & CO CORP (OGN) | P | 2020-06-19 | 2021-06-18 | $2,506 | $2,940 | -$434 | -$434 |
| ORGANON & CO CORP (OGN) | P | 2021-01-11 | 2021-06-18 | $4,172 | $5,451 | -$1,279 | -$1,279 |
| GOLDMAN SACHS ACTIVEBETA (GEM) | P | 2021-04-14 | 2021-11-12 | $147,263 | $155,961 | -$8,698 | -$8,698 |
| GOLDMAN SACHS ACTIVEBETA (GEM) | P | 2021-04-14 | 2021-11-12 | $162,318 | $171,838 | -$9,520 | -$9,520 |
| GOLDMAN SACHS ACTIVEBETA (GEM) | P | 2021-04-14 | 2021-11-12 | $3,777 | $3,999 | -$222 | -$222 |
| GOLDMAN SACHS ACTIVEBETA (GEM) | P | 2021-04-14 | 2021-11-12 | $26,435 | $27,993 | -$1,558 | -$1,558 |
| GOLDMAN SACHS ACTIVEBETA (GEM) | P | 2021-04-14 | 2021-11-12 | $26,432 | $27,993 | -$1,561 | -$1,561 |
| HOME DEPOT INC 4.40% 4/1/21 | P | 2018-12-06 | 2021-01-04 | $65,000 | $65,382 | -$382 | -$382 |
| DISNEY WALT CO COM DISNEY (DIS) | P | 2011-08-08 | 2021-01-11 | $53,745 | $10,241 | $43,504 | $43,504 |
| DISNEY WALT CO COM DISNEY (DIS) | P | 2014-03-17 | 2021-01-11 | $128,988 | $58,398 | $70,590 | $70,590 |
| DISNEY WALT CO COM DISNEY (DIS) | P | 2014-04-03 | 2021-01-11 | $40,309 | $18,367 | $21,942 | $21,942 |
| DISNEY WALT CO COM DISNEY (DIS) | P | 2017-04-01 | 2021-01-11 | $53,745 | $33,956 | $19,789 | $19,789 |
| DISNEY WALT CO COM DISNEY (DIS) | P | 2019-04-04 | 2021-01-11 | $159,264 | $101,233 | $58,031 | $58,031 |
| NEW JERSEY ST ECON SER KK 5.00% 03/01/21 | P | 2017-04-01 | 2021-03-01 | $100,000 | $100,846 | -$846 | -$846 |
| ISHARES S&P 500 INDEX FUND (IVV) | P | 2019-04-04 | 2021-03-15 | $304,224 | $222,657 | $81,567 | $81,567 |
| PHILIP MORRIS INTERNATIONAL (PM) | P | 2007-01-23 | 2021-03-17 | $15,115 | $7,788 | $7,327 | $7,327 |
| PHILIP MORRIS INTERNATIONAL (PM) | P | 2011-01-28 | 2021-03-17 | $14,226 | $9,123 | $5,103 | $5,103 |
| PHILIP MORRIS INTERNATIONAL (PM) | P | 2011-10-28 | 2021-03-17 | $4,446 | $3,620 | $826 | $826 |
| PHILIP MORRIS INTERNATIONAL (PM) | P | 2019-01-31 | 2021-03-17 | $67,129 | $57,769 | $9,360 | $9,360 |
| PHILIP MORRIS INTERNATIONAL (PM) | P | 2019-01-31 | 2021-03-17 | $5,779 | $4,982 | $797 | $797 |
| PHILIP MORRIS INTERNATIONAL (PM) | P | 2014-03-17 | 2021-03-17 | $20,005 | $18,083 | $1,922 | $1,922 |
| PHILIP MORRIS INTERNATIONAL (PM) | P | 2015-03-06 | 2021-03-17 | $52,103 | $47,183 | $4,920 | $4,920 |
| PHILIP MORRIS INTERNATIONAL (PM) | P | 2014-05-12 | 2021-03-17 | $2,490 | $2,416 | $74 | $74 |
| PHILIP MORRIS INTERNATIONAL (PM) | P | 2019-04-04 | 2021-03-17 | $84,467 | $82,075 | $2,392 | $2,392 |
| PHILIP MORRIS INTERNATIONAL (PM) | P | 2017-04-01 | 2021-03-17 | $56,104 | $71,374 | -$15,270 | -$15,270 |
| US TREASURY N/B 1.625% 2/15/26 | P | 2019-11-05 | 2021-04-08 | $233,719 | $223,924 | $9,795 | $9,795 |
| ISHARES S&P SMALLCAP 600 FND (IJR) | P | 2019-04-04 | 2021-04-14 | $627,893 | $443,830 | $184,063 | $184,063 |
| US TREASURY NOTE 1.375% 4/30/21 | P | 2019-11-26 | 2021-04-30 | $85,000 | $84,688 | $312 | $312 |
| S&P GLOBAL INC (SPGI) | P | 2019-01-30 | 2021-05-04 | $28,474 | $13,423 | $15,051 | $15,051 |
| S&P GLOBAL INC (SPGI) | P | 2019-04-04 | 2021-05-04 | $81,861 | $44,162 | $37,699 | $37,699 |
| UNITED PARCEL SERVICE INC CL B (UPS) | P | 2019-04-04 | 2021-05-04 | $134,129 | $71,241 | $62,888 | $62,888 |
| VANGUARD FTSE PACIFIC ETF (VPL) | P | 2019-04-04 | 2021-05-04 | $116,788 | $95,640 | $21,148 | $21,148 |
| ISHARES S&P 500 INDEX FUND (IVV) | P | 2020-03-18 | 2021-05-04 | $129,913 | $75,533 | $54,380 | $54,380 |
| ISHARES S&P 500 INDEX FUND (IVV) | P | 2019-04-04 | 2021-05-04 | $174,324 | $121,449 | $52,875 | $52,875 |
| COCA COLA CO COM (KO) | P | 2011-08-08 | 2021-05-18 | $23,840 | $14,599 | $9,241 | $9,241 |
| COCA COLA CO COM (KO) | P | 2014-03-17 | 2021-05-18 | $53,911 | $38,127 | $15,784 | $15,784 |
| COCA COLA CO COM (KO) | P | 2015-04-17 | 2021-05-18 | $35,219 | $26,349 | $8,870 | $8,870 |
| COCA COLA CO COM (KO) | P | 2017-04-01 | 2021-05-18 | $94,006 | $73,727 | $20,279 | $20,279 |
| GENERAL ELECTRIC CAP CORP 3.10% 1/9/23 | P | 2014-03-24 | 2021-06-10 | $104,217 | $98,990 | $5,227 | $5,227 |
| ORGANON & CO CORP (OGN) | P | 2014-03-17 | 2021-06-18 | $2,980 | $2,584 | $396 | $396 |
| ORGANON & CO CORP (OGN) | P | 2014-10-30 | 2021-06-18 | $1,222 | $1,073 | $149 | $149 |
| ORGANON & CO CORP (OGN) | P | 2014-11-10 | 2021-06-18 | $856 | $775 | $81 | $81 |
| ORGANON & CO CORP (OGN) | P | 2017-04-01 | 2021-06-18 | $3,454 | $3,375 | $79 | $79 |
| ORGANON & CO CORP (OGN) | P | 2019-04-04 | 2021-06-18 | $2,017 | $2,577 | -$560 | -$560 |
| LOS ANGELES DEPT WTR 5.0% 7/1/22 | P | 2017-04-01 | 2021-07-01 | $100,000 | $104,976 | -$4,976 | -$4,976 |
| PHILADELPHIA HOSP HGR EDU 4.00% 7/1/26 | P | 2017-04-01 | 2021-07-01 | $50,000 | $50,872 | -$872 | -$872 |
| DIAGEO P L C SPON ADR NEW (DEO) | P | 2020-03-26 | 2021-07-06 | $313,876 | $211,496 | $102,380 | $102,380 |
| ISHARES S&P 500 INDEX FUND (IVV) | P | 2020-03-18 | 2021-08-02 | $583,851 | $319,746 | $264,105 | $264,105 |
| ISHARES S&P MIDCAP 400 INDEX (IJH) | P | 2019-04-04 | 2021-08-02 | $296,866 | $211,851 | $85,015 | $85,015 |
| PA ST HGR ED FACS AUTH REV 5.75% 08/15/23 | P | 2017-04-01 | 2021-08-16 | $100,000 | $106,328 | -$6,328 | -$6,328 |
| CALIFORNIA ST VARIOUS PURPOS 5.250% 10/1/23 | P | 2017-04-01 | 2021-10-15 | $50,000 | $52,506 | -$2,506 | -$2,506 |
| ALLEGHENY CNTY PA SER C-67 5.00% 11/1/24 | P | 2017-04-01 | 2021-11-01 | $100,000 | $105,363 | -$5,363 | -$5,363 |
| ISHARES CORE MSCI EMERGING (IEMG) | P | 2017-06-13 | 2021-11-12 | $107,284 | $84,902 | $22,382 | $22,382 |
| ISHARES CORE MSCI EMERGING (IEMG) | P | 2014-05-12 | 2021-11-12 | $41,385 | $32,798 | $8,587 | $8,587 |
| ISHARES CORE MSCI EMERGING (IEMG) | P | 2019-04-04 | 2021-11-12 | $228,256 | $189,396 | $38,860 | $38,860 |
| COMCAST CORP NEW - CL. A (CMCSA) | P | 2017-04-01 | 2021-12-10 | $138,189 | $108,204 | $29,985 | $29,985 |
| PHILLIPS 66 4.3% 4/1/22 | P | 2019-04-09 | 2021-12-16 | $108,211 | $107,791 | $420 | $420 |
| FUGIO VC FUND IV, LP | P | 2019-12-31 | 2021-06-30 | $8,359 | $31,097 | -$22,738 | -$22,738 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,295,082 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,592 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,592 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,592 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,883 | 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 | $23,883 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,709 | 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 |
| Individual With Books | DAPHNE ROWE PEMBROKE PHILANTHROPY | IndividualWithBooksNm |
| Phone | 6108963868 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 N RADNOR CHESTER ROAD SUITE | AddressLine1Txt |
| Address Line2 | A110 | AddressLine2Txt |
| City | RADNOR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | 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 (8 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 | CHAIR | 1.00 | $0 | $0 | $0 |
| DONLEY THOMAS E | ||||||||
| 150 N RADNOR CHESTER ROAD A110 | RADNOR | PA | 19087 | TRUSTEE | 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 |
| 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 | $147,461 |
| HAVERFORD QUALITY INVESTING | |||||
| THREE RADNOR CORP CTR STE 450 | RADNOR | PA | 19087 | INVESTMENT MANAGEMENT | $142,398 |
| 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 | $33,055,563 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $780,366 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $102,965 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,938,894 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,938,894 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $509,083 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,429,811 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,671,491 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,671,491 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,592 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,592 | TotalTaxAmt |
| Distributable Before Adj | $1,645,899 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $15,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,660,899 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,660,899 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,674,816 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,674,816 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,660,899 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $42,772 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $71,351 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $2,949,678 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,063,801 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,674,816 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,660,899 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,917 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,077,718 | 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 | $42,772 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,034,946 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $71,351 | ExcessFromYear4Amt |
| Excess From Year1 | $2,949,678 | ExcessFromYear1Amt |
| Excess From Current Year | $13,917 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DONLEY FOUNDATION CO DAPHNE ROWE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 NORTH RADNOR CHESTER ROAD SUITE | AddressLine1Txt |
| Address Line2 | A110 | AddressLine2Txt |
| City | RADNOR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6108963868 | RecipientPhoneNum |
| Recipient Email Address | DROWE@PEMBROKEPHILANTHROPY.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | PLEASE VISIT WWW.DONLEYFOUNDATION.ORG TO APPLY. THE FOLLOWING INFORMATION IS REQUIRED: 1. NAME AND PURPOSE OF THE APPLICANT ORGANIZATION 2. PURPOSE OF THE GRANT 3. SPECIAL NATURE OF THE PROJECT WITH EMPHASIS ON ITS INNOVATIVE QUALITIES AND POTENTIAL IMPACT 4. LEADERSHIP INVOLVED IN THE PROJECT 5. AMOUNT OF FUNDS REQUEST; AMOUNT OF FUNDS NEEDED 6. OTHER FUNDS AVAILABLE OR ANTICIPATED CONTINUED ON STATEMENT 14 REQUIRED ATTACHMENTS: 1. FINANCIAL REPORTS, INCLUDING MOST RECENT AUDITED ANNUAL REPORT, CURRENT ANNUAL OPERATING BUDGET, AND PROJECT BUDGET, IF APPLICABLE. 2. LEADERSHIP OF THE ORGANIZATION, INCLUDING BOARD OF DIRECTORS. 3. DETERMINATION LETTER SHOWING THAT THE ORGANIZATION IS TAX-EXEMPT UNDER SECTION 501(C)(3) AND THAT IT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 15 AND SEPTEMBER 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE DONLEY FOUNDATION MAKES GRANTS TO ORGANIZATIONS THAT ARE TAX-EXEMPT UNDER THE INTERNAL REVENUE SERVICE CODE SECTION 501(C)(3) AS WELL AS PUBLIC CHARITIES UNDER INTERNAL REVENUE SERVICE CODE SECTION 509(A). THE DONLEY FOUNDATION SUPPORTS ORGANIZATIONS IN THE FOLLOWING COMMUNITIES: 1. THE UPPER CONNECTICUT RIVER VALLEY OF VERMONT (ESSEX, CALEDONIA, ORANGE, WINDSOR, AND WINDHAM COUNTIES) AND NEW HAMPSHIRE (COOS, GRAFTON, SULLIVAN, AND CHESHIRE COUNTIES), 2. GREATER NEW YORK COUNTY, PENNSYLVANIA, AND CONTINUED ON STATEMENT 14 3. THE COMMUNITIES OF WESTERN COOK COUNTY, ILLINOIS, INCLUDING NEIGHBORHOODS ON CHICAGO'S WEST SIDE. GRANTS TYPICALLY ARE MADE IN A RANGE OF $10,000 TO $25,000. THE FOUNDATION OCCASIONALLY AWARDS MULTI-YEAR GRANTS. GRANTS ARE MADE FOR GENERAL OPERATING SUPPORT AND PROJECT OR PROGRAM SUPPORT. GRANTS ARE NOT MADE TO INDIVIDUALS, NOR ARE THEY MADE FOR RELIGIOUS OR POLITICAL PURPOSES. GRANT RECIPIENTS MUST SUBMIT A GRANT REPORT WITHIN ONE YEAR. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (80 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 |
| AUSTIN CHILDCARE PROVIDERS NETWORK | ||||||
| 5701 WEST DIVISION | CHICAGO | IL | 60654 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| BIG BROTHERS BIG SISTERS OF METROPOLITAN CHICAGO | ||||||
| 560 W LAKE ST 5TH FLOOR | CHICAGO | IL | 60661 | PC | BIG BROTHERS BIG SISTERS MENTORING PROGRAMS | $10,000 |
| 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 |
| 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 | 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 |
| CHICAGO FOUNDATION FOR EDUCATION | ||||||
| 641 WEST LAKE SUITE 200 | CHICAGO | IL | 60661 | PC | GENERAL OPERATING SUPPORT FOR WEST SIDE CHICAGO | $20,000 |
| CHICAGO HEIGHTENING OPPORTUNITY AND POTENTIAL FOR EDUCATIONAL SUCCESS | ||||||
| 641 W LAKE ST | CHICAGO | IL | 60661 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| CHICAGO LEARNING EXCHANGE | ||||||
| 4749 N BERNARD ST | CHICAGO | IL | 60625 | PC | FUELING CHICAGOS OST INNOVATIVE LEARNING NETWORK | $15,000 |
| CHILD CARE CONSULTANTS | ||||||
| 29 NORTH DUKE STREET | YORK | PA | 17401 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| CHILDREN'S LITERACY FOUNDATION | ||||||
| 1536 LOOMIS HILL ROAD | WATERBURY CENTER | VT | 05677 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| CLUSTER TUTORING PROGRAM | ||||||
| 118 N CENTRAL AVE SUITE 210 | CHICAGO | IL | 60644 | PC | GENERAL OPERATING SUPPORT | $12,500 |
| COLLEGE POSSIBLE CHICAGO | ||||||
| 215 W SUPERIOR ST STE 300 | CHICAGO | IL | 60654 | PC | GENERAL OPERATING SUPPORT | $20,000 |
| COMMUNITIES IN SCHOOLS OF PENNSYLVANIA | ||||||
| 234 STATE ST | HARRISBURG | PA | 17101 | PC | COMMUNITIES IN SCHOOLS PENNSYLVANIA: SERVICES AT WILLIAM PENN HIGH SCHOOL | $25,000 |
| COMMUNITIES UNITED | ||||||
| 4600 W PALMER ST | CHICAGO | IL | 60639 | PC | BIKES N' ROSES | $15,000 |
| COMMUNITY PROGRESS COUNCIL | ||||||
| 226 EAST COLLEGE AVENUE | YORK | PA | 17403 | PC | GENERAL OPERATING SUPPORT | $30,000 |
| COMMUNITY SERVICES FOR CHILDREN INC | ||||||
| 1520 HANOVER AVENUE | ALLENTOWN | PA | 18109 | PC | PUTTING CHILDREN FIRST-GENERAL OPERATING SUPPORT | $15,000 |
| CRISPUS ATTUCKS ASSOCIATION | ||||||
| 605 SOUTH DUKE STREET | YORK | PA | 17401 | PC | GENERAL OPERATING SUPPORT | $45,000 |
| 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 | $15,000 |
| GAP COMMUNITY CENTER | ||||||
| 1856 N LECLAIRE AVE | CHICAGO | IL | 60639 | PC | GAPADEMICS AFTER SCHOOL PROGRAM | $20,000 |
| GENERATIONS INCORPORATED | ||||||
| 25 KINGSTON STREET 4TH FL | BOSTON | MA | 02111 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| GIRL SCOUTS IN THE HEART OF PENNSYLVANIA | ||||||
| 350 HALE AVENUE | HARRISBURG | PA | 17104 | PC | MAKE NEW FRIENDS KINDERGARTEN READINESS | $11,000 |
| 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 SOUTH CENTRAL PENNSYLVANIA | ||||||
| 610 SOUTH GEORGE STREET | YORK | PA | 17401 | PC | 2021-22 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 | 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 | $20,000 |
| 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 | $23,000 |
| 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) | $25,000 |
| NEW HAMPSHIRE CHARITABLE FOUNDATION | ||||||
| 37 PLEASANT STREET | CONCORD | NH | 03301 | PC | COMMUNITY CRISIS ACTION FUND | $50,000 |
| NEW HOPE MINISTRIES | ||||||
| 99 W CHURCH STREET | DILLSBURG | PA | 17019 | PC | YOUTH PROGRAMS | $10,000 |
| OAK PARK EDUCATION FOUNDATION | ||||||
| 260 MADISON STREET | OAK PARK | IL | 603024112 | PC | PILOT LEGO BOOST ROBOTICS AFTER SCHOOL CLUB | $8,000 |
| OAK PARK RIVER FOREST COMMUNITY FOUNDATION | ||||||
| 1049 LAKE STREET SUITE 204 | OAK PARK | IL | 60301 | PC | RAPID RESPONSE RECOVERY FUND | $50,000 |
| OFFICE OF FIRST-YEAR INITIATIVES AT THE UNIVERSITY OF ILLINOIS AT CHICAGO | ||||||
| 1040 W HARRISON ST M/C 147 | CHICAGO | IL | 60607 | PC | READ, MAKE, AND PLAY BAG PROJECT | $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 | $15,000 |
| RENEE MONTGOMERY FOUNDATION | ||||||
| 3535 PEACHTREE RD NE SUITE 520-505 | ATLANTA | GA | 30326 | PC | RMF CODING CAMPS | $15,000 |
| SALVATION ARMY | ||||||
| 50 EAST KING STREET | YORK | PA | 17401 | PC | SUMMER DAY CAMP | $15,000 |
| SCHOOL AND TUTORS ON WHEELS DBA TUTORING ENGLISH TO ADVANCE CHANGE (TEACH) | ||||||
| 100 S 6TH AVE | LA GRANGE | IL | 60525 | PC | GENERAL OPERATING | $12,500 |
| SITSTAYREAD | ||||||
| 2849 N CLARK ST | CHICAGO | IL | 60657 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| SMART FROM THE START INC | ||||||
| 68 ANNUNICATION BLVD | ROXBURY | MA | 02120 | PC | ADDRESS THE STRESS | $5,000 |
| 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 | $15,000 |
| THE CHILDREN'S MUSEUM OF OAK PARK | ||||||
| 6445 W NORTH AVE | OAK PARK | IL | 60302 | PC | COMMUNITY PARTNER PROGRAM | $15,000 |
| 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 |
| THE IWS CHILDREN'S CLINIC | ||||||
| 320 LAKE STREET | OAK PARK | IL | 60302 | PC | THERAPEUTIC BOOKS FOR LOW-INCOME CHILDREN | $12,000 |
| 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 | $8,000 |
| VERMONT CHILDREN'S TRUST FOUNDATION | ||||||
| 95 ST PAUL STREET | BURLINGTON | VT | 05401 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| VERMONT COMMUNITY FOUNDATION | ||||||
| 3 COURT STREET | MIDDLEBURY | VT | 05753 | PC | VT COVID-10 FUND | $50,000 |
| 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 |
| YMCA OF YORK COUNTY | ||||||
| 90 NORTH NEWBERRY STREET | YORK | PA | 17401 | PC | YOUTH STEM HUB AT TECHREV YORK | $15,000 |
| YORK COLLEGE OF PENNSYLVANIA | ||||||
| 441 COUNTRY CLUB RD | YORK | PA | 17403 | PC | YORK COLLEGE COMMUNITY OPPORTUNITY SCHOLARSHIP PROGRAM | $15,000 |
| YORK COUNTY COMMUNITY FOUNDATION | ||||||
| 14 WEST MARKET STREET | YORK | PA | 17401 | PC | COVID 19 RELIEF | $50,000 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,523,500 | 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 | $731,466 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,317,820 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CLASS ACTION PROCEEDS | 01 | $66 |
| K-1 DISTRIBUTIONS | 01 | $79,271 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,128,623 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,128,623 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $4,526 | Amt |
| Net Investment Income | $2,263 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,263 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (23 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON COM INC | $75,168 | $80,414 |
| APPLE INC | $97,309 | $102,285 |
| AQUA AMERICA INC | $140,648 | $150,708 |
| BB&T CORP | $49,975 | $51,610 |
| BLACKROCK INC | $100,248 | $101,247 |
| BLACKROCK STRATEGIC INCOME OPPORTUNITY FD | $100,000 | $99,025 |
| COMCAST CORP | $200,137 | $210,012 |
| CVS CAREMARK | $231,084 | $234,952 |
| DIGITAL REALTY TRUST | $52,242 | $55,092 |
| GOLDMAN SACHS GROUP | $209,368 | $210,714 |
| ISHARES BARCLAY MBS | $280,223 | $279,318 |
| JPMORGAN CHASE & CO | $163,648 | $172,192 |
| MCDONALDS CORP | $97,222 | $100,055 |
| OKLAHOMA G&E CO | $174,777 | $179,203 |
| PHILLIPS 66 | $108,798 | $108,946 |
| POWERSHARES INVESCO TAXABLE MUNICIPAL BOND ETF | $99,976 | $109,658 |
| VERIZON COMMUNICATIONS | $120,741 | $127,343 |
| WELLS FARGO CO | $225,529 | $227,700 |
| ATT INC | $152,001 | $152,288 |
| CITIGROUP INC | $166,472 | $164,495 |
| HP INC | $158,165 | $157,894 |
| UNP RR CO 2006 PASS TRUST | $161,088 | $160,193 |
| ISHARES LEHMAN US TRES TIPS | $225,289 | $231,914 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC ADR | $129,332 | $615,607 |
| AIR PRODS & CHEMS INC | $167,429 | $307,303 |
| AMERICAN TOWER CORPORATION | $337,176 | $564,525 |
| APPLE INC | $69,048 | $1,019,252 |
| AUTOMATIC DATA PROCESSING INC | $156,640 | $401,925 |
| BASTER INTL INC | $223,052 | $354,948 |
| BECTON DICKINSON & CO | $315,382 | $430,785 |
| BLACKROCK INC | $273,635 | $695,826 |
| CHEVRON CORPORATION | $337,410 | $409,552 |
| CISCO SYS INC | $195,814 | $380,854 |
| COMCAST CORP | $156,821 | $273,292 |
| COSTCO WHOLESALE CORP | $341,524 | $641,501 |
| CVS HEALTH CORPORATION | $452,665 | $653,519 |
| DOLLAR GENERAL CORP | $247,426 | $458,454 |
| DUPONT DE NEMOURS INC | $371,388 | $428,134 |
| ECOLAB INC | $199,928 | $246,320 |
| GENUINE PARTS CO | $307,018 | $431,115 |
| GOLDMAN SACHS ACTIVEBETA | $885,289 | $894,088 |
| HONEYWELL INTL INC | $363,038 | $595,296 |
| ISHARES CORE MSCI EAFE ETF | $1,008,396 | $1,327,472 |
| ISHARES CORE MSCI EMERGING | $2,317,031 | $2,861,727 |
| ISHARES S&P 500 INDEX FUND | $376,939 | $745,058 |
| ISHARES S&P MIDCAP 400 INDEX | $409,160 | $744,500 |
| ISHARES S&P SMALLCAP 600 FND | $1,058,927 | $1,803,533 |
| JOHNSON & JOHNSON | $247,923 | $417,411 |
| JPMORGAN CHASE & CO | $207,221 | $502,761 |
| LOWES COS INC | $240,261 | $712,112 |
| MASTERCARD INC | $83,772 | $409,625 |
| MCDONALDS CORP | $316,315 | $436,954 |
| MEDTRONIC PLC ADR | $240,067 | $307,247 |
| MERC & CO. INC | $380,138 | $431,483 |
| MICROSOFT CORP | $63,810 | $769,164 |
| ORACLE CORP | $325,229 | $639,249 |
| PEPSICO INC | $295,411 | $505,496 |
| RAYTHEON TECHNOLOGIES CORP | $478,504 | $598,117 |
| S&P GLOBAL INC | $195,521 | $500,718 |
| SKYWORKS SOLUTIONS INC | $490,558 | $511,962 |
| STARBUCKS CORP | $186,577 | $351,144 |
| TJX COS INC | $191,387 | $431,226 |
| UNITED PARCEL SERVICE INC | $213,871 | $448,185 |
| UNITEDHEALTH GROUP INC | $180,971 | $682,910 |
| VANGUARD FTSE ALL WORLD EX-US SMALL-CAP ETF | $464,418 | $601,480 |
| VANGUARD FTSE PACIFIC ETF | $836,827 | $1,001,258 |
| INTERCONTINENTAL EXCHANGE GROUP | $284,496 | $338,369 |
| MCCORMICK & CO | $208,576 | $225,101 |
| THERMO FISHER SCIENTIFIC | $315,261 | $407,016 |
| VF CORPORATION | $325,788 | $304,961 |
| VANGUARD FTSE EUROPE ETF | $885,946 | $875,860 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $378,308 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $389,764 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $758,608 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $759,709 | 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 | $8,699 |
| MELLON PRIVATE EQUITY FUND V | AT COST | $250,000 | $94,266 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOARD EDUCATION AND DEVELOPMENT | $4,640 | $0 | $0 |
| AMORTIZATION OF BOND PREMIUM | $23,514 | $23,514 | $0 |
| DUES & SUBSCRIPTIONS | $780 | $0 | $0 |
| D&O LIABILITY INSURANCE | $750 | $0 | $0 |
| LP EIN 20-3663487 DEDUCTIONS | $0 | $3,197 | $0 |
| MISCELLANEOUS EXPENSES | $3,436 | $0 | $3,961 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| CLASS ACTION PROCEEDS | $66 | $66 |
| K-1 DISTRIBUTIONS | $79,271 | $79,271 |
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 | $143,500 | $14,000 | $129,500 |
| INVESTMENT MANAGEMENT FEES | $142,398 | $142,398 | $0 |
| CONTRACT SERVICES | $14,813 | $0 | $14,813 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $7,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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