DONLEY FOUNDATION-UD DTD 12-8-86: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DONLEY FOUNDATION-UD DTD 12-8-86 (EIN 23-6859909)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-16
- IRS object ID
- 201921979349100012
- Schema version
- 2018v3.1
- Note
- A later return for the same period supersedes this one.
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-16T12:55:21-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 STE 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 | 2018-01-01 | 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 | JOHN DONLEY | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 6108963868 | PhoneNum |
| Signature | 2019-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRUCE BRAUNEWELLCPA | PreparerPersonNm |
| PTIN | P00075336 | PTIN |
| Phone | 2156433900 | PhoneNum |
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 | 2019-07-15 | IPDt |
| IP Tm | 07:36:37 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 73165959F041044F9DC26414D498D34F5ABB8EC7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0CF8DAA38DEF6BA010CDA025D5681F15700FEA11 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,760,654 | 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 | $14,703,112 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $726,153 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $726,490 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $53,005 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,197,243 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $98,009 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $132,704 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $31 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $15,614,974 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $824,530 | 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 | $3,830 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,380 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $272,402 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $142,919 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $129,483 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $31,411 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $31,411 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $46,662 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $49,218 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,566 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $358,805 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $193,587 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $169,840 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $879,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $879,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,238,655 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $193,587 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,049,690 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,376,319 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $630,943 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $312,236 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $792,082 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $792,082 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $335,210 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,499,519 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,479,652 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,468,719 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,058,212 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,638,187 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,525,234 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,667,905 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,660,106 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $307,473 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $190,627 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $190,627 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,948,872 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,208,345 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,760,654 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $10,948,872 | UnrestrictedBOYAmt |
| Unrestricted EOY | $25,208,345 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,948,872 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,208,345 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,948,872 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,208,345 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,948,872 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,376,319 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $25,325,191 | SubtotalAmt |
| Other Decreases | $116,846 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,208,345 | 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 |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $4,197,243 | $4,144,238 | $53,005 | $53,005 |
| LP EIN 16-1676738 LONG-TERM CAPITAL GAIN | $38,388 | $38,388 | $38,388 | |
| LP EIN 20-3663487 SHORT-TERM CAPITAL GAIN | $50 | $50 | $50 | |
| LP EIN 20-3663487 LONG-TERM CAPITAL GAIN | $6,566 | $6,566 | $6,566 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $98,009 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $663,896 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,969,420 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055466 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $715,142 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,239,698 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.063626 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $658,267 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,428,092 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057601 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $618,971 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,846,439 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057067 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $501,372 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,130,004 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061669 | DistributionYr5Rt |
| Total Distribution | 0.295429 | TotalDistributionRt |
| Average Distribution | 0.059086 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $125,246,231 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,400,299 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,309 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,406,608 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,049,690 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,619 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,619 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,619 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,133 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,133 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $84 | EsPenaltyAmt |
| Overpayment | $5,430 | OverpaymentAmt |
| Applied To ES Tax | $5,430 | 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 | Yes (1) | 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 | $130,919 |
| PEMBROKE PHILANTHROPY ADVISORS | |||||
| 150 N RADNOR CHESTER RD STE A110 | RADNOR | PA | 19087 | FOUNDATION MANAGEMENT | $120,000 |
| 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 | $126,172,394 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $790,513 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $190,627 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $127,153,534 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $127,153,534 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,907,303 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $125,246,231 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,262,312 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,262,312 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,619 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,619 | TotalTaxAmt |
| Distributable Before Adj | $6,249,693 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,249,693 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,249,693 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,049,690 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,049,690 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,049,690 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,249,693 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $100,116 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $116,241 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $93,614 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $157,559 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $71,351 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $538,881 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,049,690 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,049,690 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $538,881 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $538,881 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $4,661,122 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 REQUIRED ATTACHMENTS: 1. FINANCIAL REPORTS,INCLUDING MOST RECENT AUDITED ANNUAL REPORT, ANNUAL BUDGET AND BALANCE SHEET 2. LEADERSHIP OF THE ORGANIZATION, INCLUDING BOARD OF TRUSTEES/DIRECTORS 3. DETERMINATION LETTER SHOWING THAT THE ORGANIZATION IS TAX-EXEMPT UNDER SECTION 501(C)(3) AND THAT IT IS NOTA PRIVATE FOUNDATION UNDER SECTION 509(A)OF THE INTERNAL REVENUE CODE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 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 501 (C)(3) AS WELL AS PUBLIC CHARITIES UNDER INTERNAL REVENUE SERVICE CODE 509(A). THE DONLEY FOUNDATION SUPPORTS ORGANIZATIONS IN THE FOLLOWING COMMUNITIES: 1. THE ALLENTOWN-BETHLEHEM AREA OF THE LEHIGH VALLEY, PENNSYLVANIA.(PREVIOUS GRANTEES ONLY, NO NEW APPLICATIONS ARE BEING ACCEPTED FROM THIS REGION.) 2. THE UPPER CONNECTICUT RIVER VALLEY OF VERMONT AND NEW HAMPSHIRE, 3. GREATER YORK COUNTY, PENNSYLVANIA. 4. THE TOWNSHIPS OF WESTERN COOK COUNTY, ILLINOIS, AND THEIR ADJOINING NEIGHBORHOODS ON CHICAGO'S WEST SIDE. GRANTS ARE MADE FOR GENERAL OPERATING SUPPORT, PROJECT OR PROGRAM SUPPORT, AND SCHOLARSHIPS. GRANTS ARE NOT MADE TO INDIVIDUALS, NOR ARE THEY MADE FOR RELIGIOUS OR POLITICAL PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (79 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 | |
| ALLENTOWN PUBLIC LIBRARY | |||||||
| 1210 HAMILTON STREET | ALLENTOWN | PA | 18102 | PC | IMPROVING THE CLIMATE FOR LEARNING | $100,000 | |
| 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 WRAP-AROUND STUDENT SUPPORT SERVICES | $10,000 | |
| 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 | |
| BIG BROTHERS BIG SISTERS OF YORK & ADAMS COUNTIES | |||||||
| 227 WEST MARKET STREET SUITE 102 | YORK | PA | 17401 | PC | BEYOND SCHOOL WALLS | $10,000 | |
| BOY SCOUTS OF AMERICA MINSI TRAILS COUNCIL | |||||||
| PO BOX 20624 | LEHIGH VALLEY | PA | 18002 | PC | SCOUTREACH (URBAN SCOUTING) | $10,000 | |
| BOY SCOUTS OF AMERICA NEW BIRTH FREEDOM COUNCIL | |||||||
| 1 BADEN POWELL LANE | MECHANICSBURG | PA | 17050 | PC | URBAN SCOUTING PROGRAMS IN YORK CITY | $5,000 | |
| 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 | $5,000 | |
| BY THE HAND CLUB FOR KIDS | |||||||
| 415 N LARAMIE AVENUE | CHICAGO | IL | 60638 | PC | BY THE HAND AUSTIN NEIGHBORHOOD SITES | $10,000 | |
| 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 FAMILY STRENGTHENING CENTER | $10,000 | |
| CENTRAL VERMONT ADULT BASIC EDUCATION | |||||||
| 46 WASHINGTON STREET SUITE 100 | BARRE | VT | 05641 | PC | FUNCTIONAL LITERACY PROGRAM | $5,000 | |
| CHANGING WORLDS | |||||||
| 329 W 18TH STREET SUITE 506 | CHICAGO | IL | 60616 | PC | ARTS, CULTURAL, AND LITERACY (ACL) CONNECTIONS IN-SCHOOL PROGRAM | $5,000 | |
| THE IWS CHILDREN'S CLINIC | |||||||
| 320 LAKE STREET | OAK PARK | IL | 60302 | PC | BOOKS FOR LOW-INCOME CHILDREN | $12,000 | |
| CHILDREN'S LITERACY INITIATIVE (CLI) | |||||||
| 990 SPRING GARDEN STREET 4TH FLOOR | PHILADELPHIA | PA | 19123 | PC | CHICAGO EARLY LITERACY PROJECT | $15,000 | |
| THE CHILDREN'S MUSEUM OF OAK PARK | |||||||
| 6445 W NORTH AVENUE | OAK PARK | IL | 60302 | PC | THE FUNDED ADMISSIONS PROGRAM | $8,000 | |
| CHRISTOPHER HOUSE | |||||||
| 1611 W DIVISION STREET SUITE 207 | CHICAGO | IL | 60622 | PC | OPERATING SUPPORT | $10,000 | |
| CIVIC THEATRE OF ALLENTOWN PA | |||||||
| 527 N 19TH STREET | ALLENTOWN | PA | 18104 | PC | CAPITAL IMPROVEMENT CAMPAIGN: ARTS AND LITERACY COUNCIL OUTREACH PROGRAM | $5,000 | |
| CLUSTER TUTORING PROGRAM | |||||||
| 5460 W AUGUSTA BLVD | CHICAGO | IL | 60651 | PC | OPERATING SUPPORT | $10,000 | |
| COLLEGE POSSIBLE CHICAGO | |||||||
| 215 W SUPERIOR SUITE 300 | CHICAGO | IL | 60654 | PC | OPERATING SUPPORT | $10,000 | |
| 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 PROGRAM | $12,000 | |
| COMMUNITY SERVICES FOR CHILDREN INC | |||||||
| 1520 HANOVER AVENUE | BETHLEHEM | PA | 18109 | PC | NEWTON: STEM VIDEO SERIES TRAINING FOR EARLY EDUCATORS | $10,000 | |
| CREATIVE LIVES | |||||||
| 194 HOUGHTON HILL ROAD PO BOX 23 | THETFORD | CT | 05074 | PC | SUMMER VENTURES | $10,000 | |
| CRISPUS ATTUCKS ASSOCIATION INC | |||||||
| 605 S DUKE STREET | YORK | PA | 17401 | PC | OPERATING SUPPORT | $10,000 | |
| 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 | |
| THE DREAM PROGRAM INC (VERMONT) | |||||||
| PO BOX 361 | WINOOSKI | VT | 05404 | PC | OPERATING SUPPORT | $15,000 | |
| 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 READING MENTORING | $10,000 | |
| FOSTER PROGRESS | |||||||
| 4422 N RAVENSWOOD AVENUE | CHICAGO | IL | 60640 | PC | FOSTER PROGRESS OPERATING SUPPORT | $10,000 | |
| GIRL SCOUTS OF EASTERN PENNSYLVANIA | |||||||
| 2633 MORAVIAN AVENUE | ALLENTOWN | PA | 18103 | PC | THE FUNDED INITIATIVES PROGRAM | $7,500 | |
| GOOD BEGINNINGS OF THE UPPER VALLEY | |||||||
| PO BOX 5054 | WEST LEBANON | NH | 03784 | PC | OPERATING SUPPORT FOR GOOD BEGINNINGS OF THE UPPER VALLEY | $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 | |
| JUNIOR ACHIEVEMENT OF SOUTH CENTRAL PENNSYLVANIA | |||||||
| 610 S GEORGE STREET | YORK | PA | 17401 | PC | 2018-19 JA PROGRAMS IN THE SCHOOL DISTRICT OF THE CITY OF YORK | $10,000 | |
| LEHIGH CARBON COMMUNITY COLLEGE FOUNDATION | |||||||
| 4525 EDUCATION PARK DRIVE | SCHNECKSVILLE | PA | 18078 | PC | HEALTH CARE ADMINISTRATIVE ASSISTANCE PROGRAM SUPPORT | $10,000 | |
| LEHIGH VALLEY CHILDREN'S CENTERS INC | |||||||
| 1501 LEHIGH STREET SUITE 208 | ALLENTOWN | PA | 18103 | PC | LVCC SCHOLARSHIP PROGRAM | $10,000 | |
| THE LITERACY CENTER | |||||||
| 1132 W HAMILTON STREET SUITE 300 | ALLENTOWN | PA | 18101 | PC | OPERATING SUPPORT | $10,000 | |
| LITERACY VOLUNTEERS OF WESTERN COOK COUNTY | |||||||
| 7339 MADISON STREET | FOREST PARK | IL | 60130 | PC | ADULT VOLUNTEER LITERACY PROGRAM | $10,000 | |
| LITERACY WORKS | |||||||
| 641 W LAKE STREET FLOOR 2 | CHICAGO | IL | 60661 | PC | WEST SIDE COMMUNITY LITERACY | $10,000 | |
| LOYOLA UNIVERSITY HEALTH SYSTEM | |||||||
| 2160 S 1ST AVENUE | MAYWOOD | IL | 60153 | PC | REACH OUT AND READ | $10,100 | |
| MAYHEW | |||||||
| 29 W SHORE ROAD PO BOX 120 | BRISTOL | NH | 03222 | PC | MAYHEW PROGRAM CAMP AND MENTORING FOR AT-RISK NH BOYS | $6,000 | |
| MONTSHIRE MUSEUM OF SCIENCE | |||||||
| 1 MONTSHIRE ROAD | NORWICH | VT | 05055 | PC | THE DONLEY FELLOWS | $18,000 | |
| MUSEUM OF DESIGN ATLANTA INC | |||||||
| 1315 PEACHTREE STREET NE | ATLANTA | GA | 30309 | PC | CAMPMODA | $5,000 | |
| THE NEIGHBORHOOD CENTER | |||||||
| 435 N 7TH STREET | ALLENTOWN | PA | 18102 | PC | OPERATING SUPPORT | $5,000 | |
| ONWARD NEIGHBORHOOD HOUSE | |||||||
| 5413 W DIVERSEY AVENUE | CHICAGO | IL | 606391413 | PC | INTERVENTION AND PREVENTION FOR AT-RISK CHILDREN AND ADULTS | $15,000 | |
| OPEN BOOKS LTD | |||||||
| 651 W LAKE STREET | CHICAGO | IL | 60661 | PC | OPERATING SUPPORT | $10,000 | |
| PCC COMMUNITY WELLNESS CENTER | |||||||
| 14 LAKE STREET | OAK PARK | IL | 60302 | PC | REACH OUT AND READ | $8,250 | |
| 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 | EXPANDING ACCESS TO HIGH-QUALITY PRE-KINDERGARTEN - PRE-K FOR PA CAMPAIGN | $15,000 | |
| PINEBROOK FAMILY ANSWERS | |||||||
| 402 N FULTON STREET | ALLENTOWN | PA | 18102 | PC | MAKING THE GRADE | $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 | $15,000 | |
| READING IN MOTION | |||||||
| 65 E WACKER PLACE SUITE 305 | CHICAGO | IL | 60601 | PC | BENCHMARKS | $10,000 | |
| SALVATION ARMY | |||||||
| 50 E KING STREET | YORK | PA | 17401 | PC | BRIDGING THE GAP/YOUTH SERVICES AND PATHWAY OF HOPE/FAMILY SERVICES | $10,000 | |
| SITSTAYREAD | |||||||
| 2849 N CLARK STREET | CHICAGO | IL | 60657 | PC | OPERATING SUPPORT | $10,000 | |
| SMART FROM THE START INC | |||||||
| 68 ANNUNCIATION ROAD | ROXBURY | MA | 02120 | PC | OPERATING SUPPORT | $5,000 | |
| SOCIAL INNOVATION FORUM | |||||||
| ONE CONGRESS STREET SUITE 113 | BOSTON | MA | 02114 | PC | SOCIAL INNOVATOR ACCELERATOR | $10,000 | |
| SPARK PROGRAM INC | |||||||
| 223 W JACKSON BLVD SUITE 520 | CHICAGO | IL | 60606 | PC | SPARK PROGRAM - CHICAGO WEST SIDE | $5,000 | |
| ST JOSEPH SERVICES | |||||||
| 1501 N OAKLEY BLVD | CHICAGO | IL | 60622 | PC | SJS YOUTH PROGRAM | $10,000 | |
| ST LUKE'S UNIVERSITY HEALTH NETWORK | |||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | PC | AFTER-SCHOOL PROGRAMMING AT RAUB MIDDLE SCHOOL AND MARVINE ELEMENTARY SCHOOL | $15,000 | |
| TLC FAMILY RESOURCE CENTER | |||||||
| 109 PLEASANT STREET | CLAREMONT | NH | 03743 | PC | OPERATING SUPPORT FOR HOME VISITING AND FAMILY SUPPORT PROGRAMS | $10,000 | |
| UNITED WAY OF THE GREATER LEHIGH VALLEY | |||||||
| 1110 AMERICAN PARKWAY NE SUITE | ALLENTOWN | PA | 18109 | PC | UNITED WAY COMMUNITY SCHOOL MCKINLEY ELEMENTARY AFTER-SCHOOL PROGRAM | $15,000 | F-120 |
| UNITED WAY OF YORK COUNTY | |||||||
| 800 E KING STREET | YORK | PA | 17403 | PC | FOCUS- READY FREDDY | $10,000 | |
| 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 | DONLEY SCHOLARSHIP FUND | $10,000 | |
| VERMONT HUMANITIES COUNCIL | |||||||
| 11 LOOMIS STREET | MONTPELIER | VT | 056023021 | PC | NEVER TOO EARLY | $10,000 | |
| VERMONT INSTITUTE OF NATURAL SCIENCE | |||||||
| PO BOX 1281 | QUECHEE | VT | 05059 | PC | ENVIRONMENTAL EDUCATION SCHOLARSHIP FUND, NATURE CAMP AND OUTREACH | $10,000 | |
| YMCA OF YORK COUNTY | |||||||
| 90 N NEWBERRY STREET | YORK | PA | 17401 | PC | SUMMER LEARNING LOSS | $5,000 | |
| YORK COLLEGE OF PENNSYLVANIA | |||||||
| 441 COUNTRY CLUB ROAD | YORK | PA | 174033651 | PC | YORK COLLEGE COMMUNITY OPPORTUNITY SCHOLARSHIP PROGRAM (YCCOSP) | $5,000 | |
| YORK COUNTY LIBRARY SYSTEM | |||||||
| 159 E MARKET STREET | YORK | PA | 17401 | PC | LEAP INTO SCIENCE | $10,000 | |
| YORK COUNTY LITERACY COUNCIL | |||||||
| 800 E KING STREET | YORK | PA | 17403 | PC | YORK COUNTY LITERACY COUNCIL OPERATING SUPPORT | $12,000 | |
| 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 THE QUANTUM OPPORTUNITIES PROGRAM | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $879,850 | 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 | $726,153 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $132,704 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $53,005 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $911,862 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $911,862 | 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 | $14,703,112 | 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 STOCKS | NoncashPropertyDesc |
| Fair Market Value | $14,496,957 | FairMarketValueAmt |
| Received | 2018-01-02 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,830 | Amt |
| Net Investment Income | $1,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,380 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (18 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON.COM INC 3.8% 12/5/24 - 75000 SH | $75,318 | $76,762 |
| APPLE INC 2.40% 5/3/23 - 100000 SH | $92,412 | $96,693 |
| AXP FLOATING 1.817440% 3/18/19 - 100000 SH | $100,119 | $100,056 |
| BLACKROCK INC 3.375% 6/1/22 - 100000 SH | $101,665 | $100,746 |
| COSTCO COMPANIES 1.75% 2/15/20 - 100000 SH | $98,693 | $98,963 |
| DIGITAL REALTY TRUST 4.75% 10/1/25 - 50000 SH | $53,728 | $51,085 |
| DIGITAL REALTY TRUST 5.25% 3/15/21 - 30000 SH | $30,971 | $30,978 |
| GENERAL ELECTRIC CAP CORP 3.10% 1/9/23 - 100000 SH | $97,825 | $93,311 |
| HOME DEPOT INC 4.40% 4/1/21 - 65000 SH | $66,727 | $66,940 |
| JPMORGAN CHASE & CO 2.2% 10/22/19 - 75000 SH | $74,113 | $74,371 |
| MASTERCARD INC 2.00% 4/1/19 - 100000 SH | $99,617 | $99,714 |
| MCDONALDS CORP 2.625% 1/15/22 - 100000 SH | $97,222 | $97,981 |
| MEDTRONIC INC 3.15% 3/15/22 - 120000 SH | $119,749 | $119,669 |
| ROYAL BANK OF CANADA 2.15% 3/15/19 - 100000 SH | $99,243 | $99,823 |
| VERIZON COMMUNICATIONS INC 3.00% 11/1/21 - 115000 SH | $114,276 | $114,423 |
| VERIZON COMMUNICATIONS 3.5% 11/1/24 - 120000 SH | $121,326 | $118,354 |
| WELLS FARGO & COMPANY 2.125% 4/22/19 - 100000 SH | $99,788 | $99,705 |
| WELLS FARGO & COMPANY 2.625% 7/22/22 - 125000 SH | $125,113 | $120,532 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (62 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK STRATEGIC INC OPP - 9756.09 SH | $100,000 | $93,658 |
| BNY MELLON MID CAP MULTI STR - 44032.59 SH | $698,797 | $628,345 |
| ISHARES BARCLAYS MBS BD - 932 SH | $99,948 | $97,534 |
| ISHARES CORE MSCI EAFE ETF - 40769 SH | $2,509,195 | $2,242,295 |
| ISHARES CORE MSCI EMERGING - 47327 SH | $2,307,372 | $2,231,468 |
| ISHARES S&P MIDCAP 400 INDEX - 1802 SH | $249,694 | $299,240 |
| ISHARES S&P SMALLCAP 600 FND - 7864 SH | $468,908 | $545,132 |
| POWERSHARES TAXABLE MINICIPAL - 3327 SH | $99,976 | $98,779 |
| VANGUARD FTSE ALL WORLD EX-US SMALL-CAP ETF - 3142 SH | $321,473 | $297,485 |
| VANGUARD FTSE EUROPE ETF - 8056 SH | $443,034 | $391,683 |
| VANGUARD FTSE PACIFIC ETF - 6267 SH | $397,550 | $379,969 |
| ACCENTURE PLC - 1621 SH | $145,523 | $228,578 |
| AIR PRODS & CHEMS INC - 813 SH | $109,384 | $130,121 |
| ALTRIA GROUP INC - 2168 SH | $102,052 | $107,078 |
| AMERICAN TOWER CORPORATION - 1214 SH | $175,850 | $192,042 |
| APPLE INC - 6678 SH | $785,342 | $1,053,388 |
| AUTOMATIC DATA PROCESSING IN - 1297 SH | $103,245 | $170,063 |
| BAXTER INTL INC - 2885 SH | $122,277 | $189,891 |
| BB&T CORP COM - 5773 SH | $308,606 | $250,087 |
| BECTON DICKINSON & CO - 1028 SH | $139,587 | $231,628 |
| BLACKROCK INC - 565 SH | $187,742 | $221,943 |
| CHEVRON CORPORATION - 1355 SH | $123,452 | $147,410 |
| CHUBB LTD CHF - 1805 SH | $246,215 | $233,170 |
| CISCO SYS INC COM - 12610 SH | $418,448 | $546,391 |
| COCA COLA CO COM - 8085 SH | $334,038 | $382,825 |
| COMCAST CORP NEW CL A - 10546 SH | $349,368 | $359,092 |
| CVS HEALTH CORPORATION - 5429 SH | $404,673 | $355,708 |
| DANAHER CORP DEL COM - 2000 SH | $171,070 | $206,240 |
| DISNEY WALT CO COM - 1545 SH | $120,962 | $169,409 |
| DOWDUPONT INC - 2678 SH | $143,537 | $143,220 |
| EATON CORPORATION PLC - 1808 SH | $117,234 | $124,137 |
| EMERSON ELEC CO COM - 3790 SH | $277,337 | $226,452 |
| EXXON MOBIL CORP COM - 6817 SH | $547,204 | $464,851 |
| FEDEX CORP COM - 625 SH | $151,078 | $100,831 |
| GAP INC DEL COM - 7116 SH | $195,633 | $183,308 |
| GENUINE PARTS CO COM - 1070 SH | $94,222 | $102,742 |
| HOME DEPOT INC COM - 3700 SH | $543,021 | $635,734 |
| HONEYWELL INTL INC COM - 3708 SH | $457,461 | $489,901 |
| JOHNSON & JOHNSON COM - 6255 SH | $723,340 | $807,207 |
| JOHNSON CONTROLS INTL - 6110 SH | $232,750 | $181,161 |
| JPMORGAN CHASE & CO COM - 6250 SH | $477,228 | $610,125 |
| KIMBERLY CLARK CORP COM - 1078 SH | $117,815 | $122,828 |
| LOWES COS INC COM - 2755 SH | $240,261 | $254,452 |
| MASTERCARD INC CLASS A - 1666 SH | $142,933 | $314,291 |
| MEDTRONIC PLC - 2003 SH | $154,049 | $182,192 |
| MERCK & CO. INC - 2785 SH | $165,873 | $212,802 |
| MICROSOFT CORP COM - 12744 SH | $719,351 | $1,294,408 |
| ORACLE CORP COM - 11450 SH | $495,380 | $516,968 |
| PEPSICO INC COM - 4900 SH | $511,260 | $541,352 |
| PHILIP MORRIS INTERNATIONAL - 1850 SH | $159,587 | $123,506 |
| QUALCOMM INC COM - 1220 SH | $78,485 | $69,430 |
| ROYAL DUTCH SHELL PLC - 2301 SH | $157,601 | $137,922 |
| SCHLUMBERGER LTD COM - 2018 SH | $168,073 | $72,810 |
| STARBUCKS CORP - 2710 SH | $164,834 | $174,524 |
| TAPESTRY INC - 3197 SH | $123,785 | $107,899 |
| TJX COS INC NEW COM - 5680 SH | $191,388 | $254,123 |
| UNITED PARCEL SERVICE INC CL B - 1760 SH | $176,081 | $171,653 |
| UNITED TECHNOLOGIES CORP - 4535 SH | $462,317 | $482,887 |
| UNITEDHEALTH GROUP INC COM - 1090 SH | $114,080 | $271,540 |
| US BANCORP DEL COM NEW - 4062 SH | $216,450 | $185,633 |
| VERIZON COMMUNICATIONS INC COM - 7685 SH | $367,513 | $432,051 |
| WAL MART STORES INC COM - 1767 SH | $127,270 | $164,595 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $339,914 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $336,854 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,159,605 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,142,798 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FUGIO VC FUND IV LP | AT COST | $92,814 | $92,814 |
| FUGIO VC FUND V LP | AT COST | $97,813 | $97,813 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $116,846 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $2,116 | $0 | $2,116 |
| WEBSITE EXPENSE | $206 | $0 | $206 |
| INSURANCE EXPENSE | $750 | $0 | $750 |
| DUES & SUBSCRIPTIONS | $750 | $0 | $750 |
| INFORMATION TECHNOLOGY | $2,690 | $0 | $2,690 |
| AMORTIZATION OF BOND PREMIUM | $40,096 | $40,096 | $0 |
| CLASS ACTION FEE | $54 | $0 | $54 |
| LP EIN 16-1676738 PORTFOLIO DEDUCTIONS | $0 | $6,215 | $0 |
| LP EIN 20-3663487 PORTFOLIO DEDUCTIONS | $0 | $1,915 | $0 |
| LP EIN 16-1676738 OTHER DEDUCTIONS | $0 | $545 | $0 |
| LP EIN 20-3663487 OTHER DEDUCTIONS | $0 | $447 | $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 | $2,837 | $0 | $2,837 |
| LP DISTRIBUTIONS | $129,867 | $0 | $129,867 |
| LP EIN 16-1676738 OTHER INCOME | $0 | $16 | $0 |
| LP EIN 20-3663487 OTHER INCOME | $0 | $15 | $0 |
| LP EIN 20-3663487 ORDINARY LOSS | $0 | -$2 | $0 |
| ADD, LP EIN 20-3663487 ORDINARY LOSS UBI | $0 | $2 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION MANAGEMENT | $120,000 | $12,000 | $108,000 |
| INVESTMENT MANAGEMENT | $130,919 | $130,919 | $0 |
| OTHER PROFESSIONAL FEES | $21,483 | $0 | $21,483 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD AND INEZ DONLEY TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PEMBROKE PHILANTHROPY 150 N | AddressLine1Txt |
| Address Line2 | RADNOR CHESTER ROAD SUITE A110 | AddressLine2Txt |
| City | RADNOR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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