DONLEY FOUNDATION-UD DTD 12-8-86: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DONLEY FOUNDATION-UD DTD 12-8-86 (EIN 23-6859909)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-11
- IRS object ID
- 202031639349100508
- Schema version
- 2019v5.1
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-11T10:33:58-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-06-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRUCE BRAUNEWELL CPA | PreparerPersonNm |
| PTIN | P00075336 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Preparation | 2020-06-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-04 | IPDt |
| IP Tm | 12:57:53 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4DC81AC5090E51A43603AD047BBA54151ACF830E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1F91D18C2AA6E00684A08509156DA8B0E8959EB8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,171,601 | 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 | $2,031,374 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $836,373 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $836,621 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,538,224 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,635,193 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,552,001 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $26,994 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,432,965 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,388,622 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,142 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,934 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,208 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $279,295 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $140,163 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $139,132 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $26,820 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $26,820 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,953 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,353 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,783 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $357,210 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $165,450 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $180,943 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,157,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,157,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,514,210 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $165,450 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,337,943 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,918,755 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,223,172 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $792,082 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,028,950 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,028,950 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,499,519 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,899,032 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,897,296 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $21,058,212 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,854,272 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,901,439 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,667,905 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,154,219 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,224,616 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $190,627 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $750,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $119,300 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $25,208,345 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,686,473 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,171,601 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $25,208,345 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $28,686,473 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,208,345 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,686,473 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,208,345 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,686,473 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,208,345 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,918,755 | ExcessRevenueOverExpensesAmt |
| Other Increases | $559,373 | OtherIncreasesAmt |
| Subtotal | $28,686,473 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,686,473 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $8,635,193 | $7,096,969 | $1,538,224 | $1,538,224 | |
| LP EIN 16-1676738 SHORT-TERM CAPITAL GAIN | $24 | $24 | $24 | P | |
| LP EIN 16-1676738 LONG-TERM CAPITAL LOSS | $193 | -$193 | -$193 | P | |
| LP EIN 20-3663487 SHORT-TERM CAPITAL GAIN | $239 | $239 | $239 | P | |
| LP EIN 20-3663487 LONG-TERM CAPITAL GAIN | $13,707 | $13,707 | $13,707 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,552,001 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,049,690 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $26,746,231 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039246 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $663,896 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,969,420 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055466 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $715,142 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,239,698 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.063626 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $658,267 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,428,092 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057601 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $618,971 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,846,439 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057067 | DistributionYr5Rt |
| Total Distribution | 0.273006 | TotalDistributionRt |
| Average Distribution | 0.054601 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $30,643,229 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,673,151 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $22,232 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,695,383 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,337,943 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $44,463 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $44,463 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $44,463 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,430 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,430 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $211 | EsPenaltyAmt |
| Tax Due | $39,244 | 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 (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 |
|---|---|---|---|---|---|---|---|---|---|
| JOHN W DONLEY ESQ | |||||||||
| 150 N RADNOR CHESTER ROAD SUITE | A110 | RADNOR | PA | 19087 | CHAIR | 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 |
| MARTHA DONLEY ROBB | |||||||||
| 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 |
|---|---|---|---|---|---|
| HAVERFORD QUALITY INVESTING | |||||
| THREE RADNOR CORP CTR STE 450 | RADNOR | PA | 190874546 | INVESTMENT MANAGEMENT | $127,827 |
| PEMBROKE PHILANTHROPY ADVISORS | |||||
| 150 N RADNOR CHESTER RD STE A110 | RADNOR | PA | 19087 | FOUNDATION MANAGEMENT | $123,360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $29,841,120 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,149,457 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $119,300 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,109,877 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,109,877 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $466,648 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,643,229 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,532,161 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,532,161 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44,463 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44,463 | TotalTaxAmt |
| Distributable Before Adj | $1,487,698 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,487,698 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,487,698 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,337,943 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,337,943 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,337,943 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,487,698 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $34,968 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $157,559 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $71,351 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $263,878 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,337,943 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,337,943 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $149,755 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $149,755 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $114,123 | 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 | $114,123 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $42,772 | ExcessFromYear3Amt |
| Excess From Year2 | $71,351 | ExcessFromYear2Amt |
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 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 YORK COUNTY, PENNSYLVANIA, CONTINUED ON STATEMENT 14 3. THE COMMUNITIES OF WESTERN COOK COUNTY, ILLINOIS, INCLUDING NEIGHBORHOODS ON CHICAGO'S WEST SIDE, AND, 4. THE ALLENTOWN-BETHLEHEM AREA OF THE LEHIGH VALLEY, PENNSYLVANIA.(PREVIOUS GRANTEES ONLY. NO NEW APPLICATIONS ARE BEING ACCEPTED FROM THIS REGION AFTER SEPTEMBER 15, 2020.) 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. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (84 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 | AMPLIFYING STUDENT VOICES THROUGH PUBLISHING | $15,000 | |
| ACCESS COMMUNITY HEALTH NETWORK | |||||||
| 600 WEST FULTON STREET | CHICAGO | IL | 606611259 | 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 PROGRAMMING AT THE MICHAEL AND KARYN LUTZ FAMILY CENTER | $10,000 | |
| ALLENTOWN PUBLIC LIBRARY | |||||||
| 1210 HAMILTON STREET | ALLENTOWN | PA | 18102 | PC | OPERATING SUPPORT | $20,000 | |
| ALLENTOWN SCHOOL DISTRICT (ASD) FOUNDATION | |||||||
| 31 S PENN STREET | ALLENTOWN | PA | 18105 | PC | TEACHER INNOVATION GRANT (TIG) AWARDS | $15,000 | |
| ASSOCIATION HOUSE OF CHICAGO | |||||||
| 1116 N KEDZIE AVENUE | CHICAGO | IL | 60651 | PC | ASSOCIATION HOUSE HIGH SCHOOL (AHHS) WRAPAROUND SERVICES | $10,000 | |
| BIG BROTHERS BIG SISTERS LEHIGH VALLEY | |||||||
| 41 S CARLISLE STREET | ALLENTOWN | PA | 18109 | PC | COMMUNITY-BASED MENTORING IN THE ALLENTOWN PROMISE ZONE | $6,000 | |
| BIG BROTHERS BIG SISTERS OF METROPOLITAN CHICAGO | |||||||
| 560 W LANE STREET 5TH FLOOR | CHICAGO | IL | 60661 | PC | BIG BROTHERS BIG SISTERS MENTORING PROGRAMS | $7,500 | |
| BOY SCOUTS OF AMERICA MINSI TRAILS COUNCIL | |||||||
| PO BOX 20624 | LEHIGH VALLEY | PA | 18002 | PC | SCOUTREACH IN THE LEHIGH VALLEY | $10,000 | |
| BOYS & GIRLS CLUB OF ALLENTOWN | |||||||
| 720 N SIXTH STREET | ALLENTOWN | PA | 18102 | PC | MAKE YOUR M.A.R.K. (MOTIVATED ACADEMICALLY READY KIDS) | $10,000 | |
| BOYS & GIRLS CLUB OF BRATTLEBORO | |||||||
| 17 FLAT STREET | BRATTLEBORO | VT | 05301 | PC | OPERATING SUPPORT | $10,000 | |
| BY THE HAND CLUB FOR KIDS | |||||||
| 415 N LARAMIE AVENUE | CHICAGO | IL | 60638 | PC | AUSTIN NEIGHBORHOOD SITES | $15,000 | |
| CASA CENTRAL | |||||||
| 1343 N CALIFORNIA AVENUE | CHICAGO | IL | 60622 | PC | SCHOOL AGE PROGRAM (SAP) AND EARLY LEARNING ACADEMY (ELA) | $10,000 | |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF CHICAGO | |||||||
| 721 N LASALLE STREET | CHICAGO | IL | 60654 | PC | ST. MARY OF CELLE (SMOC) FAMILY STRENGTHENING CENTER | $10,000 | |
| CENTRAL VERMONT ADULT BASIC EDUCATION | |||||||
| 46 WASHINGTON STREET SUITE 100 | BARRE | VT | 05641 | PC | EDUCATIONAL PROGRAMMING IN VERMONT'S UPPER VALLEY | $5,000 | |
| CHANGING WORLDS | |||||||
| 329 W 18TH STREET SUITE 506 | CHICAGO | IL | 60616 | PC | SUPPORT FOR IN-SCHOOL PROGRAMS | $5,000 | |
| CHICAGO HEIGHTENING OPPORTUNITY AND POTENTIAL FOR EDUCATION SUCCESS | |||||||
| 641 W LAKE STREET SUITE 200 | CHICAGO | IL | 60661 | PC | PROGRAMMING IN NORTH LAWNDALE AND AUSTIN SHELTERS | $15,000 | |
| CHILD CARE CONSULTANTS INC | |||||||
| 29 NORTH DUKE STREET | YORK | PA | 17401 | PC | PARENTS AS TEACHERS ($10,000); BOARD RECRUITMENT AND DEVELOPMENT AND DIVERSITY, EQUITY AND INCLUSION CAPACITY BUILDING REQUEST ($30,000) | $40,000 | |
| CHILDREN'S LITERACY FOUNDATION | |||||||
| 1536 LOOMIS HILL ROAD | WATERBURY CENTER | VT | 05677 | PC | CLIF YEAR OF THE BOOK SPONSORSHIP FOR AN UPPER VALLEY SCHOOL | $15,000 | |
| CHILDREN'S LITERACY INITIATIVE (CLI) | |||||||
| 641 W LAKE STREET SUITE 200 | CHICAGO | IL | 60661 | PC | CHILDRENS LITERACY INITIATIVES 2020 CHICAGO EARLY LITERACY PROJECTS | $15,000 | |
| THE CHILDREN'S MUSEUM OF OAK PARK | |||||||
| 6445 W NORTH AVENUE | OAK PARK | IL | 60302 | PC | COMMUNITY PARTNER PROGRAM | $8,000 | |
| CHRISTOPHER HOUSE | |||||||
| 5235 W BELDEN AVENUE | CHICAGO | IL | 60639 | PC | OPERATING SUPPORT | $10,000 | |
| CIVIC THEATRE OF ALLENTOWN PA | |||||||
| 527 N 19TH STREET | ALLENTOWN | PA | 18104 | PC | ARTS-INFUSED LITERACY PROGRAM: READING WITH THE CAT IN THE HAT AND FRIENDS | $5,000 | |
| CLUSTER TUTORING PROGRAM | |||||||
| 118 N CENTRAL AVENUE SUITE 210 | CHICAGO | IL | 60644 | PC | OPERATING SUPPORT | $10,000 | |
| COLLEGE POSSIBLE CHICAGO | |||||||
| 215 W SUPERIOR SUITE 300 | CHICAGO | IL | 60654 | PC | OPERATING SUPPORT | $15,000 | |
| COMMUNITIES IN SCHOOLS OF THE LEHIGH VALLEY INC | |||||||
| 739 N 12TH STREET | ALLENTOWN | PA | 18102 | PC | LEHIGH VALLEY COMMUNITY SCHOOLS | $10,000 | |
| COMMUNITIES UNITED | |||||||
| 4749 N KEDZIE | CHICAGO | IL | 60625 | PC | BIKES N' ROSES | $10,000 | |
| COMMUNITY BIKE WORKS | |||||||
| 235 N MADISON STREET | ALLENTOWN | PA | 18102 | PC | JUNIOR EARN A BIKE | $6,500 | |
| COMMUNITY PROGRESS COUNCIL INC | |||||||
| 226 E COLLEGE AVENUE | YORK | PA | 17403 | PC | WRAPAROUND CHILD CARE ($12,000); BUILD FUNDRAISING INFRASTRUCTURE AND STAFFING NEEDED TO ESTABLISH A SUSTAINABLE FUNDRAISING CAPACITY ($30,000) | $42,000 | |
| CREATIVE LIVES | |||||||
| 194 HOUGHTON HILL ROAD PO BOX 23 | THETFORD | CT | 05074 | PC | OPERATING SUPPORT | $10,000 | |
| CRISPUS ATTUCKS ASSOCIATION INC | |||||||
| 605 S DUKE STREET | YORK | PA | 17401 | PC | OPERATING SUPPORT ($15,000); STRENGTHENING THE CRISPUS ATTUCKS TEAM, ENSURING SUSTAINABILITY ($30,000) | $45,000 | |
| THE DA VINCI DISCOVERY CENTER OF SCIENCE & TECHNOLOGY | |||||||
| 3145 HAMILTON BOULEVARD BYPASS | ALLENTOWN | PA | 18103 | PC | DA VINCI CHILDREN'S DISCOVERY CENTER: THE EDWARD AND INEZ DONLEY GALLERY FEATURING THE BEST OF DA VINCI EXHIBITS | $20,000 | |
| ERIE FAMILY HEALTH FOUNDATION INC | |||||||
| 1701 W SUPERIOR STREET 3RD FLOOR | CHICAGO | IL | 60622 | PC | REACH OUT AND READ ACROSS WEST COOK COUNTY AND CHICAGOS WEST SIDE | $5,000 | |
| ERIE NEIGHBORHOOD HOUSE | |||||||
| 1701 W SUPERIOR STREET | CHICAGO | IL | 60622 | PC | PATHWAYS TO SUCCESS | $10,000 | |
| EVERYBODY WINS VERMONT | |||||||
| PO BOX 34 25 SCHOOL STREET | MONTPELIER | VT | 05601 | PC | UPPER VALLEY POWER LUNCH INFRASTRUCTURE FOR EXPANSION | $10,000 | |
| THE FAMILY PLACE | |||||||
| 319 US ROUTE 5 SOUTH | NORWICH | VT | 05055 | PC | FAMILIES LEARNING TOGETHER (FLT) | $15,000 | |
| GADS HILL CENTER | |||||||
| 1919 W CULLERTON STREET | CHICAGO | IL | 60608 | PC | EARLY CHILDHOOD EDUCATION LITERACY AND SCHOOL READINESS | $10,000 | |
| GOOD BEGINNINGS OF THE UPPER VALLEY | |||||||
| PO BOX 5054 | WEST LEBANON | NH | 03784 | PC | OPERATING SUPPORT | $10,000 | |
| HOUSING ASSOCIATION & DEVELOPMENT CORPORATION | |||||||
| 513-515 W CHEW STREET | ALLENTOWN | PA | 18102 | PC | YOUTHBUILD ALLENTOWN | $12,000 | |
| INSIGHT PROJECT FOR KIDS | |||||||
| 1111 N DEARBORN STREET | CHICAGO | IL | 60610 | PC | STRESS MANAGEMENT SOLUTIONS | $10,000 | |
| THE IWS CHILDREN'S CLINIC | |||||||
| 320 LAKE STREET | OAK PARK | IL | 60302 | PC | THERAPEUTIC BOOKS FOR LOW-INCOME CHILDREN | $12,000 | |
| JUNIOR ACHIEVEMENT OF SOUTH CENTRAL PENNSYLVANIA | |||||||
| 610 S GEORGE STREET | YORK | PA | 17401 | PC | 2019-20 JA PROGRAMS IN SCHOOLS IN THE CITY OF YORK | $15,000 | |
| JUVENILE PROTECTIVE ASSOCIATION | |||||||
| 1707 N HALSTED STREET | CHICAGO | IL | 60614 | PC | CONNECT TO KIDS (C2K) | $10,000 | |
| LEHIGH CARBON COMMUNITY COLLEGE FOUNDATION | |||||||
| 4525 EDUCATION PARK DRIVE | SCHNECKSVILLE | PA | 18078 | PC | THE LCCC DONLEY CENTER COMMUNITY SERVICE INITIATIVE | $10,000 | |
| LEHIGH VALLEY CHILDREN'S CENTERS INC | |||||||
| 1501 LEHIGH STREET SUITE 208 | ALLENTOWN | PA | 18103 | PC | LVCC SCHOLARSHIP PROGRAM | $10,000 | |
| LET'S GROW KIDS | |||||||
| 19 MARBLE AVENUE SUITE 4 | BURLINGTON | VT | 05401 | PC | MAKE WAY FOR KIDS | $20,000 | |
| THE LITERACY CENTER | |||||||
| 1132 W HAMILTON STREET SUITE 300 | ALLENTOWN | PA | 18101 | PC | OPERATING SUPPORT | $10,000 | |
| LITERACY WORKS | |||||||
| 641 W LAKE STREET FLOOR 2 | CHICAGO | IL | 60661 | PC | THE WEST SIDE COMMUNITY LITERACY PROJECT | $10,000 | |
| 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 | THE DONLEY FELLOWS | $18,000 | |
| 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 | $15,000 | |
| THE NEIGHBORHOOD CENTER | |||||||
| 3440 LEHIGH STREET PO BOX 412 | ALLENTOWN | PA | 18103 | PC | OPERATING SUPPORT | $5,000 | |
| NH-JAG | |||||||
| 175 AMMON DRIVE | MANCHESTER | NH | 03103 | PC | WOODSVILLE, NH JAG PROGRAM CULTIVATING WORKFORCE READINESS AND YOUTH SUCCESS | $12,000 | |
| NORTHEAST MINISTRY | |||||||
| 1161 FRITZ DRIVE | BETHLEHEM | PA | 18017 | PC | OPERATING SUPPORT FOR YOUTH PROGRAMMING | $5,000 | |
| ONEGOAL | |||||||
| 180 NORTH WABASH AVENUE SUITE 800 | CHICAGO | IL | 60601 | PC | OPERATING SUPPORT | $10,000 | |
| ONWARD NEIGHBORHOOD HOUSE | |||||||
| 5413 W DIVERSEY AVENUE | CHICAGO | IL | 606391413 | PC | OPERATING SUPPORT | $15,000 | |
| OPEN BOOKS LTD | |||||||
| 651 W LAKE STREET | CHICAGO | IL | 60661 | PC | OPERATING SUPPORT | $15,000 | |
| OTTAUQUECHEE HEALTH FOUNDATION INC | |||||||
| 30 PLEASANT STREET | WOODSTOCK | VT | 05091 | PC | OTTAUQUECHEE HEALTH FOUNDATIONS (OHF) WINDSOR CENTRAL WELLNESS INITIATIVE (WCWI) | $10,000 | |
| PCC COMMUNITY WELLNESS CENTER | |||||||
| 14 LAKE STREET | OAK PARK | IL | 60302 | PC | REACH OUT AND READ | $10,000 | |
| PEACE CORNER YOUTH CENTER | |||||||
| 5022 W MADISON STREET | CHICAGO | IL | 60644 | PC | OPERATING SUPPORT | $10,000 | |
| PENNSYLVANIA ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN (PENNAEYC) | |||||||
| 415 MARKET STREET SUITE 206 | HARRISBURG | PA | 17101 | PC | PRE-K FOR PA REGIONAL CAMPAIGNS IN LEHIGH VALLEY AND YORK COUNTY | $15,000 | |
| PENNSYLVANIA PARTNERSHIPS FOR CHILDREN | |||||||
| 200 N THIRD STREET 13TH FLOOR | HARRISBURG | PA | 17101 | PC | PRE-K FOR PA CAMPAIGN AND BUILDING A COMPREHENSIVE PRENATAL-TO-AGE-THREE POLICY AGENDA IN PENNSYLVANIA | $15,000 | |
| PENNSYLVANIA STATE UNIVERSITY PHILANTHROPIC FUND | |||||||
| 2809 SAUCON VALLEY ROAD | CENTER VALLEY | PA | 18034 | PC | CHARLIE DENT STEM WING | $50,000 | |
| PINEBROOK FAMILY ANSWERS | |||||||
| 402 N FULTON STREET | ALLENTOWN | PA | 18102 | PC | UNCONDITIONAL CHILD CARE | $10,000 | |
| THE POSSE FOUNDATION INC | |||||||
| 111 W JACKSON BLVD SUITE 1100 | CHICAGO | IL | 60604 | PC | POSSE CHICAGO | $10,000 | |
| PROJECT SYNCERE | |||||||
| 9012 S STONY AVENUE | CHICAGO | IL | 60617 | PC | ENPOWERED PROGRAM - AN INTRODUCTION TO THE STEM FIELDS | $15,000 | |
| READING IN MOTION | |||||||
| 65 E WACKER PLACE SUITE 305 | CHICAGO | IL | 60601 | PC | BENCHMARKS | $15,000 | |
| SALVATION ARMY | |||||||
| 50 E KING STREET | YORK | PA | 17401 | PC | YOUTH SERVICES/COMMUNITY CENTER (AFTER-SCHOOL PROGRAM, LEARNING CENTER, DAY CAMP AND BRIDGING THE GAP) | $20,000 | |
| SCHOOL AND TUTORS ON WHEELS DBA TUTORING ENGLISH TO ADVANCE CHANGE (TEACH) | |||||||
| 100 S 6TH AVENUE | LA GRANGE | IL | 60525 | PC | OPERATING SUPPORT | $7,500 | |
| SITSTAYREAD | |||||||
| 2849 N CLARK STREET | CHICAGO | IL | 60657 | PC | OPERATING SUPPORT | $10,000 | |
| SPARK PROGRAM INC | |||||||
| 67 E MADISON SUITE 2101 | CHICAGO | IL | 60603 | PC | SPARK PROGRAM - CHICAGO WEST SIDE | $7,500 | |
| ST JOSEPH SERVICES | |||||||
| 1501 N OAKLEY BLVD | CHICAGO | IL | 60622 | PC | SJS YOUTH PROGRAM | $10,000 | |
| UNITED WAY OF THE GREATER LEHIGH VALLEY | |||||||
| 1110 AMERICAN PARKWAY NE SUITE | ALLENTOWN | PA | 18109 | PC | MCKINLEY COMMUNITY SCHOOL AFTER SCHOOL PROGRAM | $15,000 | F-120 |
| UNITED WAY OF YORK COUNTY | |||||||
| 800 E KING STREET | YORK | PA | 17403 | PC | FOCUS | $15,000 | |
| UPPER VALLEY HAVEN INC | |||||||
| 713 HARTFORD AVENUE | WHITE RIVER JUNCTION | VT | 05001 | PC | CHILDREN'S PROGRAM SUPPORT | $15,000 | |
| VALLEY YOUTH HOUSE COMMITTEE INC | |||||||
| 3400 HIGH POINT BLVD | BETHLEHEM | PA | 18017 | PC | THE DONLEY SCHOLARSHIP FUND | $10,000 | |
| VERMONT CHILDREN'S TRUST FOUNDATION | |||||||
| 95 ST PAUL STREET SUITE 330 | BURLINGTON | VT | 05401 | PC | UPPER VALLEY PROGRAM SUPPORT | $50,000 | |
| VERMONT HUMANITIES COUNCIL | |||||||
| 11 LOOMIS STREET | MONTPELIER | VT | 056023021 | PC | EARLY CHILDHOOD EDUCATION PROGRAMS | $10,000 | |
| VERMONT INSTITUTE OF NATURAL SCIENCE | |||||||
| 149 NATURES WAY | QUECHEE | VT | 05959 | PC | ENVIRONMENTAL EDUCATION SCHOLARSHIP FUND AND NATURE CAMP SCHOLARSHIP FUND | $10,000 | |
| YMCA OF YORK COUNTY | |||||||
| 90 N NEWBERRY STREET | YORK | PA | 17401 | PC | Y ACHIEVERS | $5,000 | |
| YORK COLLEGE OF PENNSYLVANIA | |||||||
| 441 COUNTRY CLUB ROAD | YORK | PA | 174033651 | PC | YORK COLLEGE COMMUNITY OPPORTUNITY SCHOLARSHIP PROGRAM | $10,000 | |
| YORK COUNTY LIBRARY SYSTEM | |||||||
| 159 E MARKET STREET | YORK | PA | 17401 | PC | CAPITAL CAMPAIGN TO TRANSFORM LIVES AND BUILD COMMUNITY ($30,000); LEAP INTO SCIENCE ($10,000) | $40,000 | |
| YORK COUNTY LITERACY COUNCIL | |||||||
| 800 E KING STREET | YORK | PA | 17403 | PC | OPERATING SUPPORT AND PRE-NURSE AIDE TRAINING COURSE | $25,000 | |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF YORK (YWCA YORK) | |||||||
| 320 E MARKET STREET | YORK | PA | 17403 | PC | CONNECTING YOUTH TO A PATH TO COLLEGE THROUGH YOUTH PROGRAMS | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,157,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACCESS COMMUNITY HEALTH NETWORK | ||||||
| 600 WEST FULTON STREET | CHICAGO | IL | 606611259 | PC | ADVANCING EARLY LITERACY IN WESTERN COOK COUNTY | $5,000 |
| BY THE HAND CLUB FOR KIDS | ||||||
| 415 N LARAMIE AVENUE | CHICAGO | IL | 60638 | PC | AUSTIN NEIGHBORHOOD SITES | $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 | $60,000 |
| CHILDREN'S LITERACY FOUNDATION | ||||||
| 1536 LOOMIS HILL ROAD | WATERBURY CENTER | VT | 05677 | PC | CLIF YEAR OF THE BOOK SPONSORSHIP FOR AN UPPER VALLEY SCHOOL | $30,000 |
| COMMUNITY PROGRESS COUNCIL INC | ||||||
| 226 E COLLEGE AVENUE | YORK | PA | 17403 | PC | BUILD FUNDRAISING INFRASTRUCTURE AND STAFFING NEEDED TO ESTABLISH A SUSTAINABLE FUNDRAISING CAPACITY | $60,000 |
| CRISPUS ATTUCKS ASSOCIATION INC | ||||||
| 605 S DUKE STREET | YORK | PA | 17401 | PC | OPERATING SUPPORT ($15,000); STRENGTHENING THE CRISPUS ATTUCKS TEAM, ENSURING SUSTAINABILITY ($60,000) | $75,000 |
| THE DA VINCI DISCOVERY CENTER OF SCIENCE & TECHNOLOGY | ||||||
| 3145 HAMILTON BOULEVARD BYPASS | ALLENTOWN | PA | 18103 | PC | DA VINCI CHILDREN'S DISCOVERY CENTER: THE EDWARD AND INEZ DONLEY GALLERY FEATURING THE BEST OF DA VINCI EXHIBITS | $20,000 |
| EVERYBODY WINS VERMONT | ||||||
| PO BOX 34 25 SCHOOL STREET | MONTPELIER | VT | 05601 | PC | UPPER VALLEY POWER LUNCH INFRASTRUCTURE FOR EXPANSION | $10,000 |
| THE IWS CHILDREN'S CLINIC | ||||||
| 320 LAKE STREET | OAK PARK | IL | 60302 | PC | THERAPEUTIC BOOKS FOR LOW-INCOME CHILDREN | $12,000 |
| SPARK PROGRAM INC | ||||||
| 67 E MADISON SUITE 2101 | CHICAGO | IL | 60603 | PC | SPARK PROGRAM - CHICAGO WEST SIDE | $7,500 |
| ST JOSEPH SERVICES | ||||||
| 1501 N OAKLEY BLVD | CHICAGO | IL | 60622 | PC | SJS YOUTH PROGRAM | $10,000 |
| VERMONT CHILDREN'S TRUST FOUNDATION | ||||||
| 95 ST PAUL STREET SUITE 330 | BURLINGTON | VT | 05401 | PC | UPPER VALLEY PROGRAM SUPPORT | $100,000 |
| VERMONT INSTITUTE OF NATURAL SCIENCE | ||||||
| 149 NATURES WAY | QUECHEE | VT | 05959 | PC | ENVIRONMENTAL EDUCATION SCHOLARSHIP FUND AND NATURE CAMP SCHOLARSHIP FUND | $10,000 |
| YORK COUNTY LIBRARY SYSTEM | ||||||
| 159 E MARKET STREET | YORK | PA | 17401 | PC | CAPITAL CAMPAIGN TO TRANSFORM LIVES AND BUILD COMMUNITY | $120,000 |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF YORK (YWCA YORK) | ||||||
| 320 E MARKET STREET | YORK | PA | 17403 | PC | CONNECTING YOUTH TO A PATH TO COLLEGE THROUGH YOUTH PROGRAMS | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $549,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $836,373 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,994 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,538,224 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,401,591 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,401,591 | 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 AND INEZ DONLEY TRUST | 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 | $2,031,374 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED BONDS | NoncashPropertyDesc |
| Fair Market Value | $743,658 | FairMarketValueAmt |
| Received | 2019-03-29 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,142 | Amt |
| Net Investment Income | $1,934 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,208 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (24 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON COM INC - 75000 SH | $75,270 | $81,055 |
| APPLE INC - 100000 SH | $93,976 | $101,624 |
| AQUA AMERICA INC - 140000 SH | $140,794 | $147,526 |
| BB&T CORP - 50000 SH | $49,960 | $50,591 |
| BLACKROCK INC - 100000 SH | $101,207 | $103,540 |
| BLACKROCK STRATEGIC INCOME OPPORTUNITY FD - 9756 SH | $100,000 | $97,268 |
| COMCAST CORP - 203000 SH | $199,214 | $202,396 |
| COSTCO COMPANIES - 100000 SH | $98,693 | $100,001 |
| CVS CAREMARK CORP - 232000 SH | $229,333 | $235,643 |
| DIGITAL REALTY - 78000 SH | $79,822 | $80,608 |
| DIGITAL REALTY TRUST - 50000 SH | $53,250 | $55,473 |
| FFCB - 50000 SH | $50,000 | $50,014 |
| GENERAL ELECTRIC CAP CORP - 100000 SH | $98,278 | $102,080 |
| GOLDMAN SACHS GROUP - 200000 SH | $209,368 | $209,940 |
| HOME DEPOT INC - 65000 SH | $66,131 | $66,653 |
| ISHARES BARCLAY MBS - 2600 SH | $280,223 | $280,956 |
| JPMORGAN CHASE & CO - 160000 SH | $165,302 | $172,602 |
| MCDONALDS CORP - 100000 SH | $97,222 | $101,351 |
| MEDTRONIC INC - 120000 SH | $119,818 | $123,370 |
| OKLAHOMA G&E CO - 168000 SH | $176,062 | $176,024 |
| PHILLIPS 66 - 215000 SH | $222,733 | $225,507 |
| POWERSHARES INVESCO TAXABLE MUNICIPAL BOND ETF - 3327 SH | $99,976 | $105,366 |
| VERIZON COMMUNICATIONS - 120000 SH | $121,197 | $127,008 |
| WELLS FARGO CO - 225000 SH | $226,390 | $228,020 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (53 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC ADR - 1485 SH | $129,332 | $312,696 |
| AIR PRODS & CHEMS INC - 1010 SH | $167,429 | $237,340 |
| ALTRIA GROUP INC - 5310 SH | $273,610 | $265,022 |
| AMERICAN TOWER CORPORATION - 1475 SH | $226,673 | $338,985 |
| APPLE INC - 1715 SH | $86,851 | $503,610 |
| AUTOMATIC DATA PROCESSING INC - 1630 SH | $156,640 | $277,915 |
| BAXTER INTL INC - 4135 SH | $223,052 | $345,769 |
| BECTON DICKINSON & CO - 1028 SH | $139,587 | $279,585 |
| BLACKROCK INC - 760 SH | $273,635 | $382,052 |
| CHEVRON CORPORATION - 1930 SH | $194,636 | $232,584 |
| CISCO SYS INC - 6010 SH | $195,814 | $288,240 |
| COCA COLA CO - 3820 SH | $152,801 | $211,437 |
| COMCAST CORP - 8305 SH | $265,026 | $373,476 |
| CVS HEALTH CORPORATION - 6335 SH | $452,665 | $470,627 |
| DISNEY WALT CO - 2434 SH | $222,196 | $352,029 |
| DOLLAR GENERAL CORP - 1514 SH | $177,006 | $236,154 |
| DUPONT DE NEMOURS INC - 2985 SH | $243,994 | $191,637 |
| EMERSON ELEC CO - 3715 SH | $271,849 | $283,306 |
| EXXON MOBIL CORP - 2510 SH | $183,796 | $175,148 |
| FEDERATED INST PRIME VALUE OBLIGATIONS - 386299 SH | $386,390 | $386,377 |
| FEDEX CORP - 1805 SH | $360,059 | $272,934 |
| GENUINE PARTS CO - 2335 SH | $237,553 | $248,047 |
| HONEYWELL INTL INC - 1490 SH | $178,331 | $263,730 |
| ISHARES CORE MSCI EAFE ETF - 35575 SH | $2,149,251 | $2,320,913 |
| ISHARES CORE MSCI EMERGING - 58930 SH | $2,897,627 | $3,168,077 |
| ISHARES S&P 500 INDEX FUND - 3315 SH | $958,581 | $1,071,541 |
| ISHARES S&P MIDCAP 400 INDEX - 3730 SH | $621,011 | $767,708 |
| ISHARES S&P SMALLCAP 600 FND - 21430 SH | $1,502,756 | $1,796,905 |
| JOHNSON & JOHNSON - 2440 SH | $247,923 | $355,923 |
| JOHNSON CONTROLS INTL - 5088 SH | $193,819 | $207,132 |
| JPMORGAN CHASE & CO - 3175 SH | $207,221 | $442,595 |
| KIMBERLY CLARK CORP - 1670 SH | $190,092 | $229,708 |
| LOWES COS INC - 2755 SH | $240,261 | $329,939 |
| MASTERCARD INC - 1140 SH | $83,772 | $340,392 |
| MCDONALDS CORP - 1630 SH | $316,315 | $322,104 |
| MEDTRONIC PLC ADR - 2970 SH | $240,067 | $336,947 |
| MERCK & CO. INC - 3445 SH | $220,632 | $313,323 |
| MICROSOFT CORP - 2287 SH | $63,810 | $360,660 |
| ORACLE CORP - 5745 SH | $240,423 | $304,370 |
| PEPSICO INC - 2555 SH | $248,543 | $349,192 |
| PHILIP MORRIS INTERNATIONAL - 3620 SH | $304,413 | $308,026 |
| ROYAL DUTCH SHELL PLC ADR - 3115 SH | $210,551 | $186,807 |
| S&P GLOBAL INC - 1340 SH | $253,106 | $365,887 |
| STARBUCKS CORP - 3002 SH | $186,577 | $263,936 |
| TJX COS INC - 5680 SH | $191,388 | $346,821 |
| TRUST FINANCIAL CORP - 6910 SH | $363,313 | $389,171 |
| UNITED PARCEL SERVICE INC - 2715 SH | $285,111 | $317,818 |
| UNITED TECHNOLOGIES CORP - 2002 SH | $177,501 | $299,819 |
| UNITEDHEALTH GROUP INC - 1360 SH | $180,971 | $399,813 |
| US BANCORP DEL - 5676 SH | $293,266 | $336,530 |
| VANGUARD FTSE ALL WORLD EX-US SMALL-CAP ETF - 4490 SH | $464,418 | $498,839 |
| VANGUARD FTSE PACIFIC ETF - 14265 SH | $932,467 | $992,559 |
| VERIZON COMMUNICATIONS INC - 4060 SH | $190,161 | $249,284 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $648,815 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $654,532 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,250,217 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,242,764 | 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 LP | AT COST | $500,000 | $21,950 |
| MELLON PRIVATE EQUITY FUND V LP | AT COST | $250,000 | $97,350 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,000 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $346 | $0 | $346 |
| WEBSITE EXPENSE | $540 | $0 | $540 |
| INSURANCE EXPENSE | $750 | $0 | $750 |
| DUES & SUBSCRIPTIONS | $1,083 | $0 | $1,083 |
| INFORMATION TECHNOLOGY | $2,048 | $0 | $2,048 |
| AMORTIZATION OF BOND PREMIUM | $19,170 | $19,170 | $0 |
| CLASS ACTION FEE | $18 | $0 | $18 |
| BOARD EDUCATION | $2,998 | $0 | $2,998 |
| LP EIN 20-3663487 INVESTMENT INTEREST DEDUCTIONS | $0 | $1 | $0 |
| LP EIN 16-1676738 PORTFOLIO DEDUCTIONS | $0 | $1,998 | $0 |
| LP EIN 20-3663487 PORTFOLIO DEDUCTIONS | $0 | $1,736 | $0 |
| LP EIN 16-1676738 OTHER DEDUCTIONS | $0 | $75 | $0 |
| LP EIN 20-3663487 OTHER DEDUCTIONS | $0 | $373 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CLASS ACTION PROCEEDS | $617 | $0 | $617 |
| LP DISTRIBUTIONS | $26,377 | $0 | $26,377 |
| LP EIN 16-1676738 OTHER INCOME | $0 | $4 | $0 |
| LP EIN 20-3663487 OTHER LOSS | $0 | -$17 | $0 |
| REMOVE: LP EIN 16-1676738 OTHER INCOME UBI | $0 | -$4 | $0 |
| REMOVE: LP EIN 20-3663487 OTHER LOSS UBI | $0 | $17 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $559,373 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION MANAGEMENT FEES | $123,360 | $12,336 | $111,024 |
| INVESTMENT MANAGEMENT FEES | $127,827 | $127,827 | $0 |
| OTHER PROFESSIONAL FEES | $28,108 | $0 | $28,108 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $15,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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