DONLEY FOUNDATION-UD DTD 12-8-86: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DONLEY FOUNDATION-UD DTD 12-8-86 (EIN 23-6859909)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-27
- IRS object ID
- 202112089349101156
- Schema version
- 2020v4.1
- 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
- Schedule B
- 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 | 2021-07-27T13:07:44-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 W GERMANTOWN PIKE SUITE 400 | AddressLine1Txt |
| City | PLYMOUTH MEETING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | MARTHA D ROBB | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 6108963868 | PhoneNum |
| Signature | 2021-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARTHA | PersonFirstNm |
| Person Last | ROBB | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONNIE M LIRA | PreparerPersonNm |
| PTIN | P00481097 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Preparation | 2021-07-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $31,984,990 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $52,894 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $683,001 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $684,497 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$577,859 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,950,157 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $23,004 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $181,040 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $684,497 | 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 | $21,761 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,736 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,025 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $264,499 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $138,099 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $126,400 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $62,494 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $649 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $649 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,301 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,635 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,800 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $373,704 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $172,470 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $143,874 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,257,730 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,257,730 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,631,434 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $172,470 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,401,604 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,450,394 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $512,027 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,028,950 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $251,784 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $251,784 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,899,032 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,892,575 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,941,018 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $19,854,272 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,539,254 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,683,260 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,154,219 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,802,466 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,977,963 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $750,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $750,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $130,965 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $28,686,473 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,236,079 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,984,990 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $28,686,473 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $24,236,079 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,686,473 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,236,079 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,686,473 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,236,079 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,686,473 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,450,394 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $24,236,079 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,236,079 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $4,950,157 | $5,528,016 | -$577,859 | -$577,859 | |
| LP EIN 16-1676738 LONG-TERM CAPITAL GAIN | $7,723 | $7,723 | $7,723 | P | |
| LP EIN 20-3664387 SHORT-TERM CAPITAL LOSS | $13 | -$13 | -$13 | P | |
| LP EIN 20-3664387 LONG-TERM CAPITAL GAIN | $56,924 | $56,924 | $56,924 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$513,225 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,117 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,117 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,117 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,000 | 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 | $31,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $23,883 | OverpaymentAmt |
| Applied To ES Tax | $23,883 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | 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 (9 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MARTHA DONLEY ROBB | |||||||||
| 150 N RADNOR CHESTER ROAD SUITE | A110 | RADNOR | PA | 19087 | CHAIR | 1.00 | $0 | $0 | $0 |
| JOHN W DONLEY ESQ | |||||||||
| 150 N RADNOR CHESTER ROAD SUITE | A110 | RADNOR | PA | 19087 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| THOMAS E DONLEY ESQ | |||||||||
| 150 N RADNOR CHESTER ROAD SUITE | A110 | RADNOR | PA | 19087 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JENNIFER DONLEY CONVEY | |||||||||
| 150 N RADNOR CHESTER ROAD SUITE | A110 | RADNOR | PA | 19087 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CARA DONLEY | |||||||||
| 150 N RADNOR CHESTER ROAD SUITE | A110 | RADNOR | PA | 19087 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| EDWARD S DONLEY | |||||||||
| 150 N RADNOR CHESTER ROAD SUITE | A110 | RADNOR | PA | 19087 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| W GAVIN ROBB | |||||||||
| 150 N RADNOR CHESTER ROAD SUITE | A110 | RADNOR | PA | 19087 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CANTRELL DONLEY SKEHAN | |||||||||
| 150 N RADNOR CHESTER ROAD SUITE | A110 | RADNOR | PA | 19087 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PEMBROKE - DAPHNE ROWE | |||||||||
| 150 N RADNOR CHESTER ROAD SUITE | 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 | $140,400 |
| HAVERFORD QUALITY INVESTING | |||||
| THREE RADNOR CORP CTR STE 450 | RADNOR | PA | 190874546 | INVESTMENT MANAGEMENT | $124,099 |
| 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 | $27,850,363 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,643,913 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $130,965 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,625,241 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,625,241 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $444,379 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,180,862 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,459,043 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,459,043 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,117 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,117 | TotalTaxAmt |
| Distributable Before Adj | $1,451,926 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,451,926 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,451,926 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,401,604 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,401,604 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,401,604 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,451,926 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $42,772 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $71,351 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $114,123 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,401,604 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,451,926 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,949,678 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,063,801 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,063,801 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $42,772 | ExcessFromYear4Amt |
| Excess From Year3 | $71,351 | ExcessFromYear3Amt |
| Excess From Current Year | $2,949,678 | 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 REQUESTED; AMOUNT OF FUNDS NEEDED 6. OTHER FUNDS AVAILABLE OR ANTICIPATED CONTINUED ON STATEMENT 13 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 YORK COUNTY, PENNSYLVANIA, AND CONTINUED ON STATEMENT 13 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 (103 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 826CHI | |||||||
| 1276 N MILWAUKEE AVENUE | CHICAGO | IL | 60622 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); AMPLIFYING STUDENT VOICES THROUGH PUBLISHING ($15,000) | $25,000 | |
| THE ACADEMY FOR URBAN SCHOOL LEADERSHIP | |||||||
| 3400 N AUSTIN AVENUE | CHICAGO | IL | 60634 | PC | EDUCATION EQUITY FOR CHICAGO'S WEST SIDE | $15,000 | |
| ACCESS COMMUNITY HEALTH NETWORK | |||||||
| 600 WEST FULTON STREET | CHICAGO | IL | 606611259 | PC | UNRESTRICTED FUNDING COVID-19 | $15,000 | |
| AFTER SCHOOL MATTERS | |||||||
| 66 EAST RANDOLPH STREET | CHICAGO | IL | 60601 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); OUT-OF-SCHOOL TIME PROGRAMMING AT THE MICHAEL AND KARYN LUTZ FAMILY CENTER ($15,000) | $25,000 | |
| ALLENTOWN PUBLIC LIBRARY | |||||||
| 1210 HAMILTON STREET | ALLENTOWN | PA | 18102 | PC | OPERATING SUPPORT | $30,000 | |
| ALLENTOWN SCHOOL DISTRICT (ASD) FOUNDATION | |||||||
| 31 S PENN STREET | ALLENTOWN | PA | 18105 | PC | UNRESTRICTED FUNDING COVID-19 | $10,000 | |
| ASSOCIATION HOUSE OF CHICAGO | |||||||
| 1116 N KEDZIE AVENUE | CHICAGO | IL | 60651 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); ASSOCIATION HOUSE HIGH SCHOOL (AHHS) SUPPORT SERVICES ($10,000) | $20,000 | |
| AUSTIN CHILDCARE PROVIDERS NETWORK | |||||||
| 5701 W DIVISION STREET | CHICAGO | IL | 60651 | PC | OPERATING SUPPORT | $10,000 | |
| BIG BROTHERS BIG SISTERS OF METROPOLITAN CHICAGO | |||||||
| 560 W LAKE STREET 5TH FLOOR | CHICAGO | IL | 60661 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); BIG BROTHERS BIG SISTERS MENTORING PROGRAMS ($9,000) | $19,000 | |
| BOY SCOUTS OF AMERICA MINSI TRAILS COUNCIL | |||||||
| 991 POSTAL ROAD | ALLENTOWN | PA | 18109 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); MINSI TRAILS COUNCIL VIRTUAL SCOUTING ($10,000) | $20,000 | |
| BOYS & GIRLS CLUB OF ALLENTOWN | |||||||
| 720 N SIXTH STREET | ALLENTOWN | PA | 18102 | PC | MAKE YOUR M.A.R.K. (MOTIVATED ACADEMICALLY READY KIDS) | $20,000 | |
| BY THE HAND CLUB FOR KIDS | |||||||
| 415 N LARAMIE AVENUE | CHICAGO | IL | 60638 | PC | UNRESTRICTED FUNDING COVID-19 | $25,000 | |
| CAREERS CLIC | |||||||
| PO BOX 350 | HANOVER | NH | 03755 | PC | OPERATING SUPPORT | $15,000 | |
| CASA CENTRAL | |||||||
| 1343 N CALIFORNIA AVENUE | CHICAGO | IL | 60622 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); EARLY LEARNING ACADEMY AND SCHOOL AGE PROGRAM ($15,000) | $25,000 | |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF CHICAGO | |||||||
| 721 N LASALLE STREET | CHICAGO | IL | 60654 | PC | UNRESTRICTED FUNDING COVID-19 FOR ST. MARY OF CELLE FAMILY STRENGTHENING CENTER | $20,000 | |
| CENTRAL VERMONT ADULT BASIC EDUCATION | |||||||
| 46 WASHINGTON STREET SUITE 100 | BARRE | VT | 05641 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); PROGRAMS LEADING TO CAREER AND COLLEGE READINESS IN VERMONT'S UPPER VALLEY ($7,500) | $17,500 | |
| CHANGING WORLDS | |||||||
| 329 W 18TH STREET SUITE 506 | CHICAGO | IL | 60616 | PC | OUT-OF-SCHOOL ARTS EDUCATION FOR LOW-INCOME STUDENTS ON THREE WEST SIDE CHICAGO SCHOOLS | $25,000 | |
| CHICAGO HEIGHTENING OPPORTUNITY AND POTENTIAL FOR EDUCATION SUCCESS | |||||||
| 641 W LAKE STREET SUITE 200 | CHICAGO | IL | 60661 | PC | UNRESTRICTED FUNDING COVID-19 | $10,000 | |
| CHICAGO LEARNING EXCHANGE | |||||||
| 4749 N BERNARD STREET | CHICAGO | IL | 60625 | PC | OPERATING SUPPORT | $15,000 | |
| CHILD CARE CONSULTANTS INC | |||||||
| 29 NORTH DUKE STREET | YORK | PA | 17401 | PC | BOARD RECRUITMENT AND DEVELOPMENT AND DIVERSITY, EQUITY AND INCLUSION CAPACITY BUILDING REQUEST | $30,000 | |
| CHILDREN'S LITERACY FOUNDATION | |||||||
| 1536 LOOMIS HILL ROAD | WATERBURY CENTER | VT | 05677 | PC | UNRESTRICTED FUNDING COVID-19 | $25,000 | |
| CHILDREN'S LITERACY INITIATIVE (CLI) | |||||||
| 641 W LAKE STREET SUITE 200 | CHICAGO | IL | 60661 | PC | UNRESTRICTED FUNDING COVID-19 FOR CHICAGO CLI ($10,000); CHILDRENS LITERACY INITIATIVES 2021 CHICAGO EARLY LITERACY PROJECTS ($20,000) | $30,000 | |
| THE CHILDREN'S MUSEUM OF OAK PARK | |||||||
| 6445 W NORTH AVENUE | OAK PARK | IL | 60302 | PC | COMMUNITY PARTNER PROGRAM | $20,000 | |
| CHRISTOPHER HOUSE | |||||||
| 5235 W BELDEN AVENUE | CHICAGO | IL | 60639 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); OPERATING SUPPORT ($15,000) | $25,000 | |
| CLUSTER TUTORING PROGRAM | |||||||
| 118 N CENTRAL AVENUE SUITE 210 | CHICAGO | IL | 60644 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); OPERATING SUPPORT ($10,000) | $20,000 | |
| COLLEGE POSSIBLE CHICAGO | |||||||
| 215 W SUPERIOR SUITE 300 | CHICAGO | IL | 60654 | PC | OPERATING SUPPORT | $25,000 | |
| COMMUNITIES IN SCHOOLS OF PENNSYLVANIA | |||||||
| 234 STATE STREET | HARRISBURG | PA | 17101 | PC | CISPA EXPANSION & COMMUNITY SCHOOL LAUNCH IN YORK CITY | $30,000 | |
| COMMUNITIES IN SCHOOLS OF THE LEHIGH VALLEY INC | |||||||
| 739 N 12TH STREET | ALLENTOWN | PA | 18102 | PC | LEHIGH VALLEY COMMUNITY SCHOOLS | $30,000 | |
| COMMUNITIES UNITED | |||||||
| 4749 N KEDZIE | CHICAGO | IL | 60625 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); BIKES N' ROSES (15,000) | $25,000 | |
| COMMUNITY BIKE WORKS | |||||||
| 235 N MADISON STREET | ALLENTOWN | PA | 18102 | PC | JUNIOR EARN A BIKE | $20,000 | |
| COMMUNITY PROGRESS COUNCIL INC | |||||||
| 226 E COLLEGE AVENUE | YORK | PA | 17403 | PC | BUILD FUNDRAISING INFRASTRUCTURE AND STAFFING NEEDED TO ESTABLISH A SUSTAINABLE FUNDRAISING CAPACITY | $30,000 | |
| COMMUNITY SERVICES FOR CHILDREN INC | |||||||
| 1520 HANOVER AVENUE | ALLENTOWN | PA | 181092360 | PC | PUTTING CHILDREN FIRST | $10,000 | |
| CREATIVE LIVES | |||||||
| 194 HOUGHTON HILL ROAD PO BOX 23 | THETFORD | CT | 05074 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); OPERATING SUPPORT ($10,000) | $20,000 | |
| CRISPUS ATTUCKS ASSOCIATION INC | |||||||
| 605 S DUKE STREET | YORK | PA | 17401 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); OPERATING SUPPORT ($15,000); STRENGTHENING THE CRISPUS ATTUCKS TEAM, ENSURING SUSTAINABILITY ($30,000) | $55,000 | |
| THE DA VINCI DISCOVERY CENTER OF SCIENCE & TECHNOLOGY | |||||||
| 3415 HAMILTON BLVD BYPASS | ALLENTOWN | PA | 18103 | PC | DAVINCI CHILDREN'S DISCOVERY CENTER: THE EDWARD AND INEZ DONLEY GALLERY FEATURING THE BEST OF DAVINCI EXHIBITS | $20,000 | |
| THE DREAM PROGRAM INC (VERMONT) | |||||||
| PO BOX 361 | WINOOSKI | VT | 05753 | PC | OPERATING SUPPORT | $25,000 | |
| DRESS FOR SUCCESS ATLANTA INC | |||||||
| 6255 BARFIELD ROAD SUITE 155 | ATLANTA | GA | 30328 | PC | OPERATING SUPPORT | $15,000 | |
| ERIE FAMILY HEALTH FOUNDATION INC | |||||||
| 1701 W SUPERIOR STREET 3RD FLOOR | CHICAGO | IL | 60622 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); REACH OUT AND READ ACROSS WEST COOK COUNTY AND CHICAGOS WEST SIDE ($5,000) | $15,000 | |
| ERIE NEIGHBORHOOD HOUSE | |||||||
| 1701 W SUPERIOR STREET | CHICAGO | IL | 60622 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); PATHWAYS TO SUCCESS ($10,000) | $20,000 | |
| EVERYBODY WINS VERMONT | |||||||
| PO BOX 34 25 SCHOOL STREET | MONTPELIER | VT | 05601 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); UPPER VALLEY POWER LUNCH INFRASTRUCTURE FOR EXPANSION ($10,000) | $20,000 | |
| THE FAMILY PLACE | |||||||
| 319 US ROUTE 5 SOUTH | NORWICH | VT | 05055 | PC | FAMILIES LEARNING TOGETHER (FLT) | $25,000 | |
| FRIENDS OF THE GRAFTON LIBRARY | |||||||
| LIBRARY ROAD | GRAFTON | NH | 03240 | PC | GRANTON NH BARN LIBRARY | $20,000 | |
| GADS HILL CENTER | |||||||
| 1919 W CULLERTON STREET | CHICAGO | IL | 60608 | PC | GADS HILL CENTER, NORTH LAWNDALE EARLY CHILDHOOD EDUCATION | $25,000 | |
| GENERATIONS INCORPORATED | |||||||
| 25 KINGSTON STREET 4TH FLOOR | BOSTON | MA | 02111 | PC | OPERATING SUPPORT | $10,000 | |
| GIRL SCOUTS OF EASTERN PENNSYLVANIA | |||||||
| 330 MANOR ROAD | MIQUON | PA | 19444 | PC | FUNDED INITIATIVES - LEHIGH VALLEY | $20,000 | |
| GOOD BEGINNINGS OF THE UPPER VALLEY | |||||||
| PO BOX 5054 | WEST LEBANON | NH | 03784 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); IN-HOME VOLUNTEER VISITOR AND EDUCATION/SUPPORT PROGRAMS | $20,000 | |
| HOUSING ASSOCIATION & DEVELOPMENT CORPORATION | |||||||
| 513-515 W CHEW STREET | ALLENTOWN | PA | 18102 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); YOUTHBUILD ALLENTOWN PROGRAM RESTRUCTURING ($12,000) | $22,000 | |
| INCLUSIVE ARTS VERMONT INC | |||||||
| 21 CARMICHAEL STREET SUITE 206 | ESSEX JUNCTION | VT | 05452 | PC | START WITH THE ARTS | $10,000 | |
| INSIGHT PROJECT FOR KIDS | |||||||
| 1111 N DEARBORN STREET | CHICAGO | IL | 60610 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); REMOTE STRESS MANAGEMENT SOLUTIONS ($10,000) | $20,000 | |
| THE IWS CHILDREN'S CLINIC | |||||||
| 320 LAKE STREET | OAK PARK | IL | 60302 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); THERAPEUTIC BOOKS FOR LOW-INCOME CHILDREN ($12,000) | $22,000 | |
| JOURNEYS IN EDUCATION INC | |||||||
| 26 MAIN STREET | PETERBOROUGH | NH | 03458 | PC | OPERATING SUPPORT | $10,000 | |
| JUNIOR ACHIEVEMENT OF SOUTH CENTRAL PENNSYLVANIA | |||||||
| 610 S GEORGE STREET | YORK | PA | 17401 | PC | UNRESTRICTED FUNDING COVID-19 FOR YORK PROGRAMS | $25,000 | |
| JUVENILE PROTECTIVE ASSOCIATION | |||||||
| 1707 N HALSTED STREET | CHICAGO | IL | 60614 | PC | CONNECT TO KIDS (C2K) | $22,000 | |
| LEHIGH VALLEY CHILDREN'S CENTERS INC | |||||||
| 1501 LEHIGH STREET SUITE 208 | ALLENTOWN | PA | 18103 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); LVCC SCHOLARSHIP PROGRAM ($10,000) | $20,000 | |
| LEHIGH VALLEY COMMUNITY FOUNDATION | |||||||
| 840 WEST HAMILTON STREET SUITE 310 | ALLENTOWN | PA | 18101 | PC | THE EDWARD AND INEZ DONLEY FUND | $2,000,000 | |
| LET'S GROW KIDS | |||||||
| 19 MARBLE AVENUE SUITE 4 | BURLINGTON | VT | 05401 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); MAKE WAY FOR KIDS ($25,000) | $35,000 | |
| THE LITERACY CENTER | |||||||
| 1132 W HAMILTON STREET SUITE 300 | ALLENTOWN | PA | 18101 | PC | OPERATING SUPPORT | $15,000 | |
| LITERACY WORKS | |||||||
| 641 W LAKE STREET FLOOR 2 | CHICAGO | IL | 60661 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); THE WEST SIDE COMMUNITY LITERACY PROJECT ($15,000) | $25,000 | |
| MAYHEW | |||||||
| 29 W SHORE ROAD PO BOX 120 | BRISTOL | NH | 03222 | PC | CAMP AND MENTORING FOR AT-RISK NEW HAMPSHIRE BOYS | $8,000 | |
| MONTSHIRE MUSEUM OF SCIENCE | |||||||
| 1 MONTSHIRE ROAD | NORWICH | VT | 05055 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); DIVERSIFYING AND SUPPORTING THE DONLEY FELLOWS ($25,000) | $35,000 | |
| NATIONAL COLLEGE ADVISING CORPS | |||||||
| 301 W BARBEE CHAPEL ROAD SUITE 210 | CHAPEL HILL | NC | 27517 | PC | CAC - F&M ADVISER WILLIAM PENN SENIOR HIGH SCHOOL | $30,000 | |
| THE NEIGHBORHOOD CENTER | |||||||
| 3440 LEHIGH STREET PO BOX 412 | ALLENTOWN | PA | 18103 | PC | UNRESTRICTED FUNDING COVID-19 | $10,000 | |
| NEW HAMPSHIRE CHARITABLE FOUNDATION | |||||||
| 37 PLEASANT STREET | CONCORD | NH | 03301 | PC | COMMUNITY CRISIS ACTION FUND | $25,000 | |
| NH-JAG | |||||||
| 175 AMMON DRIVE SUITE 212 | MANCHESTER | NH | 03103 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); JAG PROGRAMS CULTIVATING WORKFORCE READINESS AND OPPORTUNITIES FOR NH NORTH COUNTRY TEENS ($15,000) | $25,000 | |
| NORTHEAST COMMUNITY CENTER | |||||||
| 1161 FRITZ DRIVE | BETHLEHEM | PA | 18017 | PC | OPERATING SUPPORT FOR YOUTH PROGRAMMING | $20,000 | |
| OAK PARK RIVER FOREST COMMUNITY FOUNDATION | |||||||
| 1049 LAKE STREET SUITE 204 | OAK PARK | IL | 60301 | PC | COVID-19 RAPID RESPONSE AND RECOVERY FUND | $25,000 | |
| OFFICE OF FIRST-YEAR INITIATIVES AT THE UNIVERSITY OF ILLINOIS AT CHICAGO | |||||||
| 1040 W HARRISON STREET 1223 MC147 | CHICAGO | IL | 60607 | PC | THE READ, MAKE AND PLAY BAG PROJECT | $15,000 | |
| ONEGOAL | |||||||
| 180 NORTH WABASH AVENUE SUITE 800 | CHICAGO | IL | 60601 | PC | OPERATING SUPPORT | $20,000 | |
| ONWARD NEIGHBORHOOD HOUSE | |||||||
| 5413 W DIVERSEY AVENUE | CHICAGO | IL | 606391413 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); OPERATING SUPPORT ($20,000) | $30,000 | |
| OPEN BOOKS LTD | |||||||
| 651 W LAKE STREET | CHICAGO | IL | 60661 | PC | OPERATING SUPPORT | $30,000 | |
| OTTAUQUECHEE HEALTH FOUNDATION INC | |||||||
| 30 PLEASANT STREET | WOODSTOCK | VT | 05091 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); OHF'S WCWI: YEAR TWO ($10,000) | $20,000 | |
| PCC COMMUNITY WELLNESS CENTER | |||||||
| 14 LAKE STREET | OAK PARK | IL | 60302 | PC | REACH OUT AND READ | $20,000 | |
| PEACE CORNER YOUTH CENTER | |||||||
| 5022 W MADISON STREET | CHICAGO | IL | 60644 | PC | OPERATING SUPPORT | $20,000 | |
| PEMI YOUTH CENTER INC | |||||||
| 111 MAIN STREET | PLYMOUTH | NH | 03264 | PC | OPERATING SUPPORT | $15,000 | |
| PENNSYLVANIA ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN (PENNAEYC) | |||||||
| 415 MARKET STREET SUITE 206 | HARRISBURG | PA | 17101 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); PRE-K FOR PA CAMPAIGN IN YORK COUNTY AND THE LEHIGH VALLEY ($15,000) | $25,000 | |
| PENNSYLVANIA PARTNERSHIPS FOR CHILDREN | |||||||
| 200 N THIRD STREET 13TH FLOOR | HARRISBURG | PA | 17101 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); PRE-K FOR PA CAMPAIGN AND IMPLEMENTING A COMPREHENSIVE PRENATAL-TO-AGE-THREE POLICY AGENDA ($15,000) | $25,000 | |
| PINEBROOK FAMILY ANSWERS | |||||||
| 402 N FULTON STREET | ALLENTOWN | PA | 18102 | PC | DIVERSIONARY SERVICES | $25,000 | |
| THE POSSE FOUNDATION INC | |||||||
| 111 W JACKSON BLVD SUITE 1100 | CHICAGO | IL | 60604 | PC | UNRESTRICTED FUNDING COVID-19 POSSE CHICAGO PROGRAM | $20,000 | |
| PROJECT SYNCERE | |||||||
| 9012 S STONY ISLAND AVENUE | CHICAGO | IL | 60617 | PC | UNRESTRICTED FUNDING COVID-19 | $10,000 | |
| READING IN MOTION | |||||||
| 65 E WACKER PLACE SUITE 305 | CHICAGO | IL | 60601 | PC | BENCHMARKS: ARTS-BASED READING IMPROVEMENT PROGRAM | $25,000 | |
| SALVATION ARMY | |||||||
| 50 E KING STREET | YORK | PA | 17401 | PC | YOUTH SERVICES (COMMUNITY CENTER, THE LEARNING CENTER, BRIDGING THE GAP, SUMMER DAY CAMP) | $25,000 | |
| SCHOOL AND TUTORS ON WHEELS DBA TUTORING ENGLISH TO ADVANCE CHANGE (TEACH) | |||||||
| 100 S 6TH AVENUE | LA GRANGE | IL | 60525 | PC | UNRESTRICTED FUNDING COVID-19 | $10,000 | |
| SITSTAYREAD | |||||||
| 2849 N CLARK STREET | CHICAGO | IL | 60657 | PC | OPERATING SUPPORT | $20,000 | |
| SMART FROM THE START INC | |||||||
| 68 ANNUNCIATION ROAD | ROXBURY | MA | 021201808 | PC | OPERATING SUPPORT FOR COVID-19 RESPONSE | $5,000 | |
| SPARK PROGRAM INC | |||||||
| 67 E MADISON SUITE 2101 | CHICAGO | IL | 60603 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); SPARK PROGRAM - CHICAGO WEST SIDE ($7,500) | $17,500 | |
| ST JOSEPH SERVICES | |||||||
| 1501 N OAKLEY BLVD | CHICAGO | IL | 60622 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); SJS YOUTH PROGRAM ($10,000) | $20,000 | |
| TLC FAMILY RESOURCE CENTER | |||||||
| 109 PLEASANT STREET PO BOX 1098 | CLAREMONT | NH | 037432631 | PC | COMPREHENSIVE FAMILY SUPPORT AND AUXILIARY PROGRAMS SUPPORTING CHILDREN'S LITERACY | $20,000 | |
| TRUE STAR FOUNDATION (FISCAL SPONSOR FOR PROJECT SYNCERE) | |||||||
| 1130 SOUTH WABASH | CHICAGO | IL | 60605 | PC | ENPOWERED PROGRAM - AN INTRODUCTION TO THE STEM FIELDS | $15,000 | |
| UNITED WAY OF THE GREATER LEHIGH VALLEY | |||||||
| 1110 AMERICAN PARKWAY NE SUITE | ALLENTOWN | PA | 18109 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); PARTNERSHIPS TO ACHIEVE SUCCESS: STUDENT ACADEMIC ENGAGEMENT AT SOUTH MOUNTAIN MIDDLE SCHOOL ($15,000) | $25,000 | F-120 |
| UNITED WAY OF YORK COUNTY | |||||||
| 800 E KING STREET | YORK | PA | 17403 | PC | UNRESTRICTED FUNDING COVID-19 | $35,000 | |
| UPPER VALLEY HAVEN INC | |||||||
| 713 HARTFORD AVENUE | WHITE RIVER JUNCTION | VT | 05001 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); CHILDREN'S PROGRAM SUPPORT ($15,000) | $25,000 | |
| VALLEY YOUTH HOUSE COMMITTEE INC | |||||||
| 3400 HIGH POINT BLVD | BETHLEHEM | PA | 18017 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); THE DONLEY SCHOLARSHIP FUND ($10,000) | $20,000 | |
| VERMONT CHILDREN'S TRUST FOUNDATION | |||||||
| 95 ST PAUL STREET SUITE 330 | BURLINGTON | VT | 05401 | PC | UNRESTRICTED FUNDING COVID_19 ($10,000); UPPER VALLEY PROGRAM SUPPORT ($50,000) | $60,000 | |
| VERMONT COMMUNITY FOUNDATION | |||||||
| 3 COURT STREET | MIDDLEBURY | VT | 05753 | PC | VERMONT COVID-19 RESPONSE FUND | $25,000 | |
| VERMONT HUMANITIES COUNCIL | |||||||
| 11 LOOMIS STREET | MONTPELIER | VT | 056023021 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); OPERATING SUPPORT ($15,000) | $25,000 | |
| VERMONT INSTITUTE OF NATURAL SCIENCE | |||||||
| 149 NATURES WAY | QUECHEE | VT | 05959 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); ENVIRONMENTAL EDUCATION SCHOLARSHIP FUND AND NATURE CAMP SCHOLARSHIP FUND ($10,000) | $20,000 | |
| WOMEN EMPLOYED | |||||||
| 65 E WACKER PLACE SUITE 1500 | CHICAGO | IL | 60601 | PC | CAREER AND EDUCATION PLANNING ON CHICAGO'S WEST SIDE | $15,000 | |
| YMCA OF YORK COUNTY | |||||||
| 90 N NEWBERRY STREET | YORK | PA | 17401 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); EDUCARE ($9,730) | $19,730 | |
| YORK COLLEGE OF PENNSYLVANIA | |||||||
| 441 COUNTRY CLUB ROAD | YORK | PA | 174033651 | PC | YORK COLLEGE COMMUNITY OPPORTUNITY SCHOLARSHIP PROGRAM | $25,000 | |
| YORK COUNTY COMMUNITY FOUNDATION | |||||||
| 14 WEST MARKET STREET | YORK | PA | 17401 | PC | COVID-19 RESPONSE FUND | $25,000 | |
| YORK COUNTY LIBRARY SYSTEM | |||||||
| 159 E MARKET STREET | YORK | PA | 17401 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); LEAP INTO SCIENCE ($10,000) | $20,000 | |
| YORK COUNTY LITERACY COUNCIL | |||||||
| 800 E KING STREET | YORK | PA | 17403 | PC | OPERATING & FAMILY LITERACY PILOT PROGRAM ($35,000); CAPITAL CAMPAIGN TO TRANSFORM LIVES AND BUILD COMMUNITY ($30,000) | $65,000 | |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF YORK (YWCA YORK) | |||||||
| 320 E MARKET STREET | YORK | PA | 17403 | PC | UNRESTRICTED FUNDING COVID-19 ($10,000); CONNECTING YOUTH TO A PATH TO COLLEGE THROUGH YOUTH PROGRAMS ($15,000) | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,257,730 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $683,001 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$577,859 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CLASS ACTION PROCEEDS | 01 | $11 |
| K-1 DISTRIBUTIONS | 01 | $21,583 |
| CONFERENCE REFUND | 01 | $1,410 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $128,146 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $128,146 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | EDWARD J DONLEY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PEMBROKE PHILANTHROPY 150 N RAD | AddressLine1Txt |
| City | RADNOR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $52,894 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $21,761 | Amt |
| Net Investment Income | $10,736 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,025 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (20 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON COM INC - 75000 SH | $75,220 | $84,214 |
| APPLE INC - 100000 SH | $95,607 | $104,844 |
| AQUA AMERICA INC - 140000 SH | $140,722 | $158,882 |
| BB&T CORP - 50000 SH | $49,968 | $53,229 |
| BLACKROCK INC - 100000 SH | $100,734 | $104,316 |
| BLACKROCK STRATEGIC INCOME OPPORTUNITY FD - 9756 SH | $100,000 | $101,171 |
| COMCAST CORP - 203000 SH | $199,659 | $218,219 |
| CVS CAREMARK - 232000 SH | $230,195 | $240,969 |
| DIGITAL REALTY TRUST - 50000 SH | $52,755 | $58,508 |
| GENERAL ELECTRIC CAP CORP - 100000 SH | $98,748 | $105,065 |
| GOLDMAN SACHS GROUP - 200000 SH | $209,368 | $220,443 |
| HOME DEPOT INC - 65000 SH | $65,382 | $64,998 |
| ISHARES BARCLAY MBS - 2600 SH | $280,223 | $286,338 |
| JPMORGAN CHASE & CO - 160000 SH | $164,488 | $180,502 |
| MCDONALDS CORP - 100000 SH | $97,222 | $102,391 |
| OKLAHOMA G&E CO - 168000 SH | $175,476 | $192,072 |
| PHILLIPS 66 - 215000 SH | $219,704 | $225,175 |
| POWERSHARES INVESCO TAXABLE MUNICIPAL BOND ETF - 3327 SH | $99,976 | $111,455 |
| VERIZON COMMUNICATIONS - 120000 SH | $120,973 | $132,309 |
| WELLS FARGO CO - 225000 SH | $226,046 | $232,863 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC ADR - 1485 SH | $129,332 | $387,897 |
| AIR PRODS & CHEMS INC - 1010 SH | $167,429 | $275,952 |
| AMERICAN TOWER CORPORATION - 1930 SH | $337,176 | $433,208 |
| APPLE INC - 5740 SH | $69,048 | $761,641 |
| AUTOMATIC DATA PROCESSING INC - 1630 SH | $156,640 | $287,206 |
| BAXTER INTL INC - 4135 SH | $223,052 | $331,792 |
| BECTON DICKINSON & CO - 1713 SH | $315,382 | $428,627 |
| BLACKROCK INC - 760 SH | $273,635 | $548,370 |
| CHEVRON CORPORATION - 1930 SH | $194,636 | $162,989 |
| CISCO SYS INC - 6010 SH | $195,814 | $268,947 |
| COCA COLA CO - 3820 SH | $152,801 | $209,489 |
| COMCAST CORP - 8305 SH | $265,026 | $435,182 |
| COSTCO WHOLESALE CORP - 1130 SH | $341,524 | $425,761 |
| CVS HEALTH CORPORATION - 6335 SH | $452,665 | $432,681 |
| DIAGEO PLC - 1640 SH | $211,496 | $260,448 |
| DISNEY WALT CO - 2434 SH | $222,196 | $440,992 |
| DOLLAR GENERAL CORP - 1944 SH | $247,426 | $408,823 |
| DUPONT DE NEMOURS INC - 5300 SH | $371,388 | $376,883 |
| ECOLAB INC - 1050 SH | $199,928 | $227,178 |
| GENUINE PARTS CO - 3075 SH | $307,018 | $308,822 |
| GOLDMAN SACHS ACTIVEBETA - 21370 SH | $773,797 | $815,693 |
| HONEYWELL INTL INC - 2855 SH | $363,038 | $607,259 |
| ISHARES CORE MSCI EAFE ETF - 17785 SH | $1,008,396 | $1,228,766 |
| ISHARES CORE MSCI EMERGING - 51717 SH | $2,493,397 | $3,208,523 |
| ISHARES S&P 500 INDEX FUND - 4390 SH | $1,116,323 | $1,647,962 |
| ISHARES S&P MIDCAP 400 INDEX - 3730 SH | $621,011 | $857,266 |
| ISHARES S&P SMALLCAP 600 FND - 21430 SH | $1,502,756 | $1,969,417 |
| JOHNSON & JOHNSON - 2440 SH | $247,923 | $384,007 |
| JPMORGAN CHASE & CO - 3175 SH | $207,221 | $403,447 |
| LOWES COS INC - 2755 SH | $240,261 | $442,205 |
| MASTERCARD INC - 1140 SH | $83,772 | $406,912 |
| MCDONALDS CORP - 1630 SH | $316,315 | $349,765 |
| MEDTRONIC PLC ADR - 2970 SH | $240,067 | $347,906 |
| MERCK & CO. INC - 4265 SH | $283,096 | $348,877 |
| MICROSOFT CORP - 2287 SH | $63,810 | $508,674 |
| ORACLE CORP - 7330 SH | $325,229 | $474,178 |
| PEPSICO INC - 2910 SH | $295,411 | $431,553 |
| PHILIP MORRIS INTERNATIONAL - 3620 SH | $304,413 | $299,700 |
| RAYTHEON TECHNOLOGIES CORP - 6950 SH | $478,504 | $496,995 |
| S&P GLOBAL INC - 1340 SH | $253,105 | $440,498 |
| SKYWORKS SOLUTIONS INC - 1800 SH | $246,866 | $275,184 |
| STARBUCKS CORP - 3002 SH | $186,577 | $321,154 |
| TJX COS INC - 5680 SH | $191,387 | $387,887 |
| UNITED PARCEL SERVICE INC - 2715 SH | $285,111 | $457,206 |
| UNITEDHEALTH GROUP INC - 1360 SH | $180,971 | $476,925 |
| VANGUARD FTSE ALL WORLD EX-US SMALL-CAP ETF - 4490 SH | $464,418 | $547,062 |
| VANGUARD FTSE PACIFIC ETF - 14265 SH | $932,467 | $1,135,351 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $600,480 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $643,637 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,292,095 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,297,381 | 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 | $16,957 |
| MELLON PRIVATE EQUITY FUND V | AT COST | $250,000 | $114,008 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WEBSITE EXPENSE | $560 | $0 | $560 |
| INSURANCE EXPENSE | $750 | $0 | $750 |
| DUES & SUBSCRIPTIONS | $765 | $0 | $765 |
| GRANT SOFTWARE | $2,375 | $0 | $2,375 |
| AMORTIZATION OF BOND PREMIUM | $18,501 | $18,501 | $0 |
| BOARD EDUCATION | $1,350 | $0 | $1,350 |
| LP EIN 20-3663487 INVESTMENT INTEREST DEDUCTIONS | $0 | $1 | $0 |
| LP EIN 16-1676738 PORTFOLIO DEDUCTIONS | $0 | $2,196 | $0 |
| LP EIN 20-3663487 PORTFOLIO DEDUCTIONS | $0 | $2,672 | $0 |
| LP EIN 16-1676738 OTHER DEDUCTIONS | $0 | $41 | $0 |
| LP EIN 20-3663487 OTHER DEDUCTIONS | $0 | $224 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| CLASS ACTION PROCEEDS | $11 | $11 |
| K-1 DISTRIBUTIONS | $21,583 | $21,583 |
| CONFERENCE REFUND | $1,410 | $1,410 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION MANAGEMENT AND BOOKKEEPING FEES | $140,400 | $14,000 | $126,400 |
| INVESTMENT MANAGEMENT FEES | $124,099 | $124,099 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $62,494 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments