DONLEY FOUNDATION-UD DTD 12-8-86: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DONLEY FOUNDATION-UD DTD 12-8-86 (EIN 23-6859909)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-05
- IRS object ID
- 201813099349100001
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-05T06:59:06-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 16 E LANCASTER AVE NO 102 | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN DONLEY | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 6108963868 | PhoneNum |
| Signature | 2018-10-30 | 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 | 2018-10-30 | IPDt |
| IP Tm | 15:26:56 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 22CB8142CE1BD9D7B81ED2D7C7EE840C139A9201 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 28698AAE8AAF239F46C0E0B7A1BBA5F21C2E160A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,567,373 | 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 | $854,296 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $296,681 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $297,502 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $140,804 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,847,465 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $154,584 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $60,525 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $213 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,352,306 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $452,299 | 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 | $6,613 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,163 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $110,480 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $88,480 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $1 | InterestNetInvstIncmAmt |
| Taxes Net Invst Incm | $1 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $11,375 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,375 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $65,403 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $66,065 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,108 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $193,871 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $155,997 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $44,646 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $619,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $619,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $813,121 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $155,997 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $663,896 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $539,185 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $296,302 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $239,859 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $312,236 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $312,236 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $335,210 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $333,113 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,831,914 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,468,719 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,049,296 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,974,178 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,525,234 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,551,860 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $363,736 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $307,473 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $320,868 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,409,687 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,948,872 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,567,373 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $10,409,687 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,948,872 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,409,687 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,948,872 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,409,687 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,948,872 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,409,687 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $539,185 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,948,872 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,948,872 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,847,465 | $1,706,661 | $140,804 | $140,804 | |
| LP EIN:16-1676738 | $802 | -$802 | -$802 | P | |
| LP EIN:20-3663487 | $14,582 | $14,582 | $14,582 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $154,584 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $715,142 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,239,698 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063626 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $658,267 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,428,092 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057601 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $618,971 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,846,439 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057067 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $501,372 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,130,004 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061669 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $484,776 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,797,550 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062170 | DistributionYr5Rt |
| Total Distribution | 0.302133 | TotalDistributionRt |
| Average Distribution | 0.060427 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,969,420 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $723,276 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,963 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $726,239 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $663,896 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,926 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,926 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,926 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,559 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,059 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,133 | OverpaymentAmt |
| Applied To ES Tax | $3,133 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.DONLEYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DAPHNE ROWE | IndividualWithBooksNm |
| Phone | 6108963868 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PEMBROKE ADV 16 E LANCASTER AVE STE | AddressLine1Txt |
| Address Line2 | 102 | AddressLine2Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19003 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARTHA DONLEY ROBB | ||||||||
| 16 E LANCASTER AVENUE SUITE 102 | ARDMORE | PA | 19003 | CHAIR | 1.00 | $0 | $0 | $0 |
| JOHN W DONLEY ESQ | ||||||||
| 16 E LANCASTER AVENUE SUITE 102 | ARDMORE | PA | 19003 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| THOMAS E DONLEY ESQ | ||||||||
| 16 E LANCASTER AVENUE SUITE 102 | ARDMORE | PA | 19003 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JENNIFER DONLEY CONVEY | ||||||||
| 16 E LANCASTER AVENUE SUITE 102 | ARDMORE | PA | 19003 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| EDWARD S DONLEY | ||||||||
| 16 E LANCASTER AVENUE SUITE 102 | ARDMORE | PA | 19003 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| W GAVIN ROBB | ||||||||
| 16 E LANCASTER AVENUE SUITE 102 | ARDMORE | PA | 19003 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CATIE SKEHAN | ||||||||
| 16 E LANCASTER AVENUE SUITE 102 | ARDMORE | PA | 19003 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CARA DONLEY | ||||||||
| 16 E LANCASTER AVENUE SUITE 102 | ARDMORE | PW | 19003 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| EDWARD J DONLEY DECEASED 4117 | ||||||||
| 16 E LANCASTER AVENUE SUITE 102 | ARDMORE | PA | 19003 | TRUSTEE EMERITUS | 1.00 | $0 | $0 | $0 |
| DAPHNE ROWE | ||||||||
| 16 E LANCASTER AVENUE SUITE 102 | ARDMORE | PA | 19003 | 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 | $55,480 |
| PEMBROKE PHILANTHROPY ADVISORS | |||||
| 16 E LANCASTER AVE STE 102 | ARDMORE | PA | 19003 | FOUNDATION MANAGEMENT | $55,000 |
| 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 | $11,461,621 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $369,206 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $320,868 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,151,695 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,151,695 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $182,275 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,969,420 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $598,471 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $598,471 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,926 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,926 | TotalTaxAmt |
| Distributable Before Adj | $592,545 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $592,545 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $592,545 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $663,896 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $663,896 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $663,896 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $592,545 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $101,267 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $100,116 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $116,241 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $93,614 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $157,559 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $568,797 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $663,896 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $592,545 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $71,351 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $640,148 | 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 | $101,267 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $538,881 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $100,116 | ExcessFromYear4Amt |
| Excess From Year3 | $116,241 | ExcessFromYear3Amt |
| Excess From Year2 | $93,614 | ExcessFromYear2Amt |
| Excess From Year1 | $157,559 | ExcessFromYear1Amt |
| Excess From Current Year | $71,351 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DONLEY FOUNDATION CO DAPHNE ROWE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 E LANCASTER AVENUE | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19003 | 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 | 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 IRS CODE 501 (C)(3) AS WELL AS PUBLIC CHARITIES UNDER IRS CODE 509(A). THE DONLEY FOUNDATION SUPPORTS ORGANIZATIONS IN THE FOLLOWING COMMUNITIES: 1. THE ALLENTOWN-BETHLEHEM AREA OF THE LEHIGH VALLEY, PENNSYLVANIA. 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 (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 826CHI | ||||||
| 1276 N MILWAUKEE AVENUE | CHICAGO | IL | 60622 | PC | PUBLISHING | $10,000 |
| ALLENTOWN SCHOOL DISTRICT (ASD) FOUNDATION | ||||||
| 31 S PENN STREET | ALLENTOWN | PA | 18105 | PC | TEACHER INNOVATION GRANTS | $10,000 |
| ASSOCIATION HOUSE OF CHICAGO | ||||||
| 1116 N KEDZIE AVENUE | CHICAGO | IL | 60651 | PC | ASSOCIATION HOUSE HIGH SCHOOL 'S WRAP-AROUND SUPPORT SERVICES | $8,000 |
| BIG BROTHERS BIG SISTERS LEHIGH VALLEY | ||||||
| 41 S CARLISLE STREET | ALLENTOWN | PA | 181092558 | PC | COMMUNITY-BASED MENTORING IN ALLENTOWN PROMISE ZONE | $5,000 |
| BIG BROTHERS BIG SISTERS OF METROPOLITAN CHICAGO | ||||||
| 560 W LANE STREET FLOOR 5 | CHICAGO | IL | 606611445 | PC | COMMUNITY AND SITE BASED MENTORING PROGRAMS | $5,000 |
| BIG BROTHERS BIG SISTERS OF YORK & ADAMS COUNTIES | ||||||
| 227 WEST MARKET STREET SUITE 102 | YORK | PA | 17401 | PC | THE YORK CITY SITE-BASED MENTORING PROGRAM | $5,000 |
| BOY SCOUTS OF AMERICA MINSI TRAILS COUNCIL | ||||||
| PO BOX 20624 | LEHIGH VALLEY | PA | 180020624 | PC | URBAN SCOUTING | $5,000 |
| BOY SCOUTS OF AMERICA NEW BIRTH FREEDOM COUNCIL | ||||||
| 1 BADEN POWELL LANE | MECHANICSBURG | PA | 17050 | PC | URBAN SCOUTING | $5,000 |
| BOYS & GIRLS CLUB OF ALLENTOWN | ||||||
| 720 NORTH SIXTH STREET | ALLENTOWN | PA | 18102 | PC | MAKE YOUR M.A.R.K. | $10,000 |
| BOYS & GIRLS CLUB OF METRO ATLANTA | ||||||
| 1275 PEACHGREE STREET NE SUITE 500 | ATLANTA | GA | 30309 | PC | ACADEMIC SUCCESS PROGRAM | $5,000 |
| BY THE HAND CLUB FOR KIDS | ||||||
| 415 NORTH LARAMIE | CHICAGO | IL | 60644 | PC | AUTISM NEIGHBORHOOD CLUBS | $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 | CVABE'S FUNCTIONAL LITERACY PROGRAM | $5,000 |
| CHANGING WORLDS | ||||||
| PO BOX 167294 | CHICAGO | IL | 60616 | PC | ARTS, CULTURAL AND LITERACY (ACL) CONNECTIONS IN-SCHOOL PROGRAM | $5,000 |
| THE IWS CHILDREN'S CLINIC | ||||||
| 320 LANE STREET | OAK PARK | IL | 60302 | PC | BOOKS AND GIVING LIBRARY FOR LOW-INCOME CHILDREN | $12,000 |
| CHILDREN'S HOSPITAL AT DARTMOUTH | ||||||
| 1 MEDICAL CENTER DRIVE | LEBANON | NH | 03756 | PC | REACH OUT AND READ | $10,000 |
| CHILDREN'S LITERACY INITIATIVE (CLI) | ||||||
| 641 W LAKE STREET SUITE 200 | CHICAGO | IL | 60661 | PC | CHILDREN EARLY LITERACY PROJECT - NETWORK 7 | $10,000 |
| THE CHILDREN'S MUSEUM OF OAK PARK DBA WONDER WORKS CHILDREN'S MUSEUM | ||||||
| 6445 W NORTH AVENUE | OAK PARK | IL | 60302 | PC | THE FUNDED ADMISSIONS PROGRAM | $8,000 |
| CIVIC THEATRE OF ALLENTOWN PA | ||||||
| 527 N 19TH STREET | ALLENTOWN | PA | 18104 | PC | CAPITAL CAMPAIGN & PROGRAM SUPPORT | $15,000 |
| CLUSTER TUTORING PROGRAM | ||||||
| 5460 W AUGUSTA BLVD | CHICAGO | IL | 60651 | PC | GENERAL OPERATING SUPPORT | $7,500 |
| COLLEGE POSSIBLE CHICAGO | ||||||
| 215 W SUPERIOR SUITE 300 | CHICAGO | IL | 60654 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| COMMUNITIES IN SCHOOLS OF PENNSYLVANIA | ||||||
| 1429 NORTH 3RD STREET SUITE 201 | HARRISBURG | PA | 17102 | PC | CIS YORK | $10,000 |
| COMMUNITIES IN SCHOOLS OF THE LEHIGH VALLEY INC | ||||||
| 1501 LEHIGH STREET SUITE 206 | ALLENTOWN | PA | 18103 | PC | INTEGRATED STUDENT SUPPORTS (ISS) | $10,000 |
| COMMUNITY BIKE WORKS | ||||||
| 235 NORTH MADISON STREET | ALLENTOWN | PA | 18102 | PC | JUNIOR EARN-A-BIKE | $6,000 |
| THE DREAM PROGRAM INC | ||||||
| PO BOX 361 | WINOOSKI | VT | 05404 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| EL HOGAR DEL NINOHOME OF THE CHILD | ||||||
| 1710 S LOOMIS STREET | CHICAGO | IL | 606082129 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| ERIE NEIGHBORHOOD HOUSE | ||||||
| 1701 W SUPERIOR STREET | CHICAGO | IL | 60622 | PC | WORKFORCE DEVELOPMENT | $7,500 |
| EVERYBODY WINS VERMONT | ||||||
| PO BOX 34 25 SCHOOL STREET | MONTPELIER | VT | 05601 | PC | UPPER VALLEY POWER LUNCH READING MENTORS | $10,000 |
| FOSTER PROGRESS | ||||||
| 2226 W ESTES AVENUE | CHICAGO | IL | 60645 | PC | GENERAL 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 | GENERAL OPERATING SUPPORT | $10,000 |
| HOUSING ASSOCIATION & DEVELOPMENT CORPORATION | ||||||
| 513-515 W CHEW STREET | ALLENTOWN | PA | 18102 | PC | YOUTHBUILD ALLENTOWN | $10,000 |
| JUNIOR ACHIEVEMENT OF SOUTH CENTRAL PENNSYLVANIA | ||||||
| 610 SOUTH GEORGE STREET | YORK | PA | 17401 | PC | K-12 PROGRAMMING FOR THE SCHOOL DISTRICT OF THE CITY OF YORK | $10,000 |
| LEADER LEHIGH VALLEY | ||||||
| 612 W HAMILTON STREET SUITE 202B | ALLENTOWN | PA | 18101 | PC | THE LEADER IN ME PROGRAM | $14,000 |
| LEHIGH CARBON COMMUNITY COLLEGE FOUNDATION | ||||||
| 4525 EDUCATION PARK DRIVE | SCHNECKSVILLE | PA | 18078 | PC | MICROSOFT OFFICE FOR ESL AND GED STUDENTS | $10,000 |
| LEHIGH VALLEY CHILDREN'S CENTERS INC | ||||||
| 1501 LEHIGH STREET SUITE 208 | ALLENTOWN | PA | 181033892 | PC | LVCC SCHOLARSHIP PROGRAM | $10,000 |
| THE LITERACY CENTER | ||||||
| 1132 W HAMILTON STREET SUITE 300 | ALLENTOWN | PA | 181011025 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| LITERACY VOLUNTEERS OF WESTERN COOK COUNTY | ||||||
| PO BOX 4502 | OAK PARK | IL | 60304 | PC | ADULT VOLUNTEER LITERACY PROGRAM | $15,000 |
| LITERACY WORKS | ||||||
| 6216 N CLARK STREET | CHICAGO | IL | 60661 | PC | WEST SIDE COMMUNITY LITERACY | $10,000 |
| LOYOLA UNIVERSITY HEALTH SYSTEM | ||||||
| 2160 S 1ST AVENUE | MAYWOOD | IL | 601533328 | PC | REACH OUT AND READ | $5,000 |
| MOBIUS VERMONT'S MENTORING PARTNERSHIP | ||||||
| 19 MARBLE AVENUE 4 | BURLINGTON | VT | 054014731 | PC | UPPER VALLEY MENTORING RECRUITMENT CAMPAIGN | $10,000 |
| MONTSHIRE MUSEUM OF SCIENCE | ||||||
| 1 MONTSHIRE ROAD | NORWICH | VT | 05055 | PC | THE DONLEY FELLOWS | $15,000 |
| THE NEIGHBORHOOD CENTER | ||||||
| 435 N 7TH STREET | ALLENTOWN | PA | 18102 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| NORTHEAST MINISTRY | ||||||
| PO BOX 1463 | BETHLEHEM | PA | 18017 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| ONWARD NEIGHBORHOOD HOUSE | ||||||
| 5413 W DIVERSEY AVENUE | CHICAGO | IL | 60639 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| PCC COMMUNITY WELLNESS CENTER | ||||||
| 14 LAKE STREET | OAK PARK | IL | 60302 | PC | REACH OUT AND READ | $8,250 |
| PEACE CORNER YOUTH CENTER | ||||||
| 5022 WEST MADISON | CHICAGO | IL | 60644 | PC | PEACE UNIVERSITY/TEEN REACH | $10,000 |
| PENNSYLVANIA ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN (PENNAEYC) | ||||||
| 415 MARKET STREET SUITE 206 | HARRISBURG | PA | 17101 | PC | PRE-K FOR PA CAMPAIGN | $10,000 |
| PENNSYLVANIA PARTNERSHIPS FOR CHILDREN | ||||||
| 116 PINE STREET SUITE 430 | HARRISBURG | PA | 17101 | PC | PRE-K FOR PA CAMPAIGN | $20,000 |
| THE PENNSYLVANIA STATE UNIVERSITY - PENN STATE YORK | ||||||
| 1031 EDGECOMB AVENUE | YORK | PA | 17403 | PC | THE PENNSYLVANIA STATE UNIVERSITY - PENN STATE YORK SCHOLARSHIP SUPPORT | $5,000 |
| PINEBROOK FAMILY SERVICES | ||||||
| 402 NORTH FULTON STREET | ALLENTOWN | PA | 18102 | PC | MAKING THE GRADE | $10,000 |
| THE POSSE FOUNDATION INC | ||||||
| 111 WEST JACKSON BLVD SUITE 1900 | CHICAGO | IL | 60604 | PC | POSSE CHICAGO | $10,000 |
| READING IN MOTION | ||||||
| 65 EAST WACKER PLACE SUITE 305 | CHICAGO | IL | 60601 | PC | BENCHMARKS | $10,000 |
| SALVATION ARMY | ||||||
| 50 EAST KING STREET | YORK | PA | 17401 | PC | YOUTH SERVICES & BRIDGING THE GAP | $10,000 |
| SPARK PROGRAM INC | ||||||
| 223 W JACKSON BLVD SUITE 520 | CHICAGO | IL | 60606 | PC | SPARK CHICAGO WEST SIDE YOUTH MENTORSHIP PROGRAM | $5,000 |
| ST JOSEPH SERVICES | ||||||
| 1501 N OAKLEY BLVD | CHICAGO | IL | 60622 | PC | SJS YOUTH PROGRAM | $10,000 |
| ST LEONARD'S MINISTRIES | ||||||
| 2100 W WARREN BLVD | CHICAGO | IL | 606122310 | PC | MICHAEL BARLOW CENTER | $11,000 |
| ST LUKE'S UNIVERSITY HEALTH NETWORK | ||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 180151000 | PC | AFTER-SCHOOL PROGRAMMING AT RAUB MIDDLE SCHOOL AND MARVINE ELEMENTARY SCHOOL | $10,000 |
| UNITED WAY OF THE GREATER LEHIGH VALLEY | ||||||
| 1110 AMERICAN PARKWAY NE | ALLENTOWN | PA | 181099117 | PC | MCKINLEY COMMUNITY SCHOOL AFTER-SCHOOL PROGRAM | $10,000 |
| UNITED WAY OF YORK COUNTY | ||||||
| 800 EAST 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 | $10,000 |
| ONEGOAL | ||||||
| 215 W SUPERIOR SUITE 700 | CHICAGO | IL | 60654 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| VALLEY YOUTH HOUSE COMMITTEE INC | ||||||
| 3400 HIGH POINT BLVD | BETHLEHEM | PA | 181010000 | PC | THE 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 | ||||||
| 6565 WOODSTOCK ROAD PO BOX 1281 | QUECHEE | VT | 05059 | PC | ENVIRONMENTAL EDUCATION SCHOLARSHIP FUND FOR NATURE CAMP AND OUTREACH | $10,000 |
| YORK COLLEGE OF PENNSYLVANIA | ||||||
| 441 COUNTRY CLUB ROAD | YORK | PA | 174033651 | PC | YORK COLLEGE OF PENNSYLVANIA OPPORTUNITY SCHOLARSHIP PROGRAM | $5,000 |
| YORK COUNTY LITERACY COUNCIL | ||||||
| 800 E KING STREET | YORK | PA | 17403 | PC | A SPECTRUM OF LITERACY & LANGUAGE PROGRAMS | $12,000 |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF YORK (YWCA YORK) | ||||||
| 320 EAST MARKET STREET | YORK | PA | 17403 | PC | QUANTUM OPPORTUNITIES PROGRAM | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $619,250 | 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 | $296,681 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,525 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $140,804 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $498,010 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $498,010 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | EDWARD J DONLEY DECEASED 4117 | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PEMBROKE PHILANTHROPY 16 E LANC | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $854,296 | 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 | AAPL 1,694 SH; JNJ 450 SH; MSFT 2,575 SH; UTX 1,590 SH; WFC 3,125 SH | NoncashPropertyDesc |
| Fair Market Value | $464,645 | FairMarketValueAmt |
| Received | 2017-10-11 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $6,613 | Amt |
| Net Investment Income | $1,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,163 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (16 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON.COM INC 3.8% 12/5/24 75,000 SH | $75,365 | $79,212 |
| APPLE INC 2.40% 5/3/23 100,000.00 SH | $92,412 | $98,971 |
| AXP FLOATING 1.817440% 3/18/19 100,000 UNITS | $100,594 | $100,394 |
| BERKSHIRE HATHAWAY INC 1.55% 2/9/18 100,000.00 SH | $99,850 | $99,949 |
| BLACKROCK INC 3.375% 6/1/22 100,000.00 SH | $102,061 | $103,668 |
| COSTCO COMPANIES 1.75% 2/15/20 100,000.00 SH | $98,693 | $99,365 |
| CVS CAREMARK CORP 2.255 12/5/18 100,000.00 SH | $100,236 | $100,133 |
| DIGITAL REALTY TRUST 4.75% 10/1/25 50,000 SH | $54,190 | $54,359 |
| GENERAL ELECTRIC CAP CORP 3.10% 1/9/23 100,000.00 SH | $97,825 | $101,567 |
| JPMORGAN CHASE & CO 2.2% 10/22/19 75,000.00 SH | $74,113 | $74,930 |
| MASTERCARD INC 2.00% 4/1/19 100,000.00 SH | $99,617 | $99,922 |
| MCDONALDS CORP 2.625% 1/15/22 100,000.00 SH | $97,222 | $100,206 |
| MEDTRONIC INC 3.15% 3/15/22 120,000.00 SH | $119,749 | $122,910 |
| ROYAL BANK OF CANADA 2.15% 3/15/19 100,000.00 SH | $99,243 | $100,004 |
| VERIZON COMMUNICATIONS INC 3.00% 11/1/21 115,000.00 SH | $114,276 | $116,286 |
| WELLS FARGO & COMPANY 2.125% 4/22/19 100,000.00 SH | $99,788 | $99,984 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (60 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC 1,160 SH | $90,639 | $177,583 |
| AIR PRODS & CHEMS INC 496 SH | $66,132 | $81,384 |
| ALTRIA GROUP INC 1,510 SH | $54,946 | $107,829 |
| AMERICAN ELEC PWR INC 1,793 SH | $110,570 | $131,911 |
| ANHEUSER?BUSCH INBEV SPN ADR 1,020 SH | $107,303 | $113,791 |
| APPLE INC 2,658 SH | $153,734 | $449,813 |
| AUTOMATIC DATA PROCESSING IN 865 SH | $59,158 | $101,369 |
| BAXTER INTL INC 1,856 SH | $68,827 | $119,972 |
| BECTON DICKINSON & CO 755 SH | $89,467 | $161,615 |
| BLACKROCK INC 380 SH | $116,968 | $195,210 |
| CHEVRON CORPORATION 950 SH | $79,958 | $118,931 |
| CISCO SYS INC COM 3,210 SH | $101,363 | $122,943 |
| COCA COLA CO COM 2,085 SH | $79,074 | $95,660 |
| COMCAST CORP NEW CL A 4,412 SH | $118,508 | $176,701 |
| CVS HEALTH CORPORATION 895 SH | $67,860 | $64,887 |
| DISNEY WALT CO COM 1,245 SH | $87,006 | $133,850 |
| DOWDUPONT INC 1,589 SH | $75,311 | $113,169 |
| EATON CORPORATION PLC 1,196 SH | $71,859 | $94,496 |
| EXXON MOBIL CORP COM 1,817 SH | $136,241 | $151,974 |
| GAP INC DEL COM 2,711 SH | $74,869 | $92,337 |
| GENUINE PARTS CO COM 645 SH | $55,237 | $61,281 |
| GLAXOSMITHKLINE PLC SPONSORED ADR 1,720 SH | $80,522 | $61,008 |
| HONEYWELL INTL INC COM 708 SH | $102,542 | $108,579 |
| INTEL CORP COM 2,215 SH | $54,910 | $102,244 |
| JOHNSON & JOHNSON COM 1,705 SH | $156,330 | $238,223 |
| JPMORGAN CHASE & CO COM 2,040 SH | $107,559 | $218,158 |
| KIMBERLY CLARK CORP COM 1,000 SH | $99,966 | $120,660 |
| KRAFT HEINZ CO 1,190 SH | $66,887 | $92,534 |
| MASTERCARD INC CLASS A 1,050 SH | $73,649 | $158,928 |
| MEDTRONIC PLC 1,366 SH | $102,607 | $110,305 |
| MERCK & CO. INC. 1,655 SH | $94,169 | $93,127 |
| MICROSOFT CORP COM 4,258 SH | $135,982 | $364,229 |
| MONDELEZ INTERNATIONAL INC 2,191 SH | $94,649 | $93,775 |
| NIKE INC 1,804 SH | $93,066 | $112,840 |
| ORACLE CORP COM 3,110 SH | $122,665 | $147,041 |
| PEPSICO INC COM 850 SH | $57,528 | $101,932 |
| PFIZER INC COM 2,931 SH | $88,048 | $106,161 |
| PHILIP MORRIS INTERNATIONAL 1,219 SH | $88,213 | $128,787 |
| PROCTER AND GAMBLE CO COM 750 SH | $44,058 | $68,910 |
| SCHLUMBERGER LTD COM 1,370 SH | $117,662 | $92,324 |
| STARBUCKS CORP 1,570SH | $89,744 | $90,165 |
| TAPESTRY INC 1,797 SH | $73,908 | $79,481 |
| TJX COS INC NEW COM 1,960 SH | $121,768 | $149,862 |
| UNITED PARCEL SERVICE INC CL B 1,010 SH | $95,833 | $120,342 |
| UNITED TECHNOLOGIES CORP 2,745 SH | $261,833 | $350,180 |
| UNITEDHEALTH GROUP INC COM 1,075 SH | $57,223 | $164,243 |
| US BANCORP DEL COM NEW 1,902 SH | $103,818 | $101,909 |
| VERIZON COMMUNICATIONS INC COM 2,185 SH | $98,427 | $115,652 |
| WELLS FARGO & CO NEW COM 2,980 SH | $96,964 | $180,797 |
| BLACKROCK STRATEGIC INC OPP 9756.09 SH | $100,000 | $97,171 |
| ISHARES BARCLAYS MBS BD 932 SH | $99,948 | $99,342 |
| ISHARES CORE MSCI EAFE ETF 9,294 SH | $517,552 | $614,240 |
| ISHARES CORE MSCI EMERGING 20,544 SH | $984,535 | $1,168,954 |
| ISHARES S&P MIDCAP 400 INDEX 2,373 SH | $336,720 | $450,348 |
| ISHARES S&P SMALLCAP 600 FND 7,864 SH | $468,909 | $604,034 |
| JPMORGAN ALERIAN MLP INDEX ETN 10,148 SH | $410,350 | $278,546 |
| POWERSHARES BUILD AMERICA BOND PORTFOLIO ETF 3,327 SH | $99,976 | $102,106 |
| VANGUARD FTSE ALL WORLD EX-US SMALL-CAP ETF 1,875 SH | $191,605 | $223,556 |
| VANGUARD FTSE EUROPE ETF 5,685 SH | $321,187 | $336,265 |
| VANGUARD FTSE PACIFIC ETF 4,604 SH | $292,377 | $335,632 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $335,210 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $333,113 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | 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 | $187,850 | $173,927 |
| FUGIO VC FUND V LP | AT COST | $119,623 | $146,941 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $4,000 | $0 | $4,000 |
| WEBSITE EXPENSE | $608 | $0 | $608 |
| INSURANCE EXPENSE | $750 | $0 | $750 |
| DUES & SUBSCRIPTIONS | $750 | $0 | $750 |
| AMORTIZATION OF BOND PREMIUM | $3,034 | $3,034 | $0 |
| OTHER K-1 EXPENSES: LP EIN:16-1676738 | $0 | $3,867 | $0 |
| OTHER K-1 EXPENSES: LP EIN:20-3663487 | $0 | $2,903 | $0 |
| COST BASIS ADJUSTMENT | $56,261 | $56,261 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $197 | $197 | $197 |
| LP DISTRIBUTIONS | $60,328 | $0 | $60,328 |
| LP EIN:16-1676738 | $0 | $12 | $0 |
| LP EIN:20-3663487 | $0 | $4 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION MANAGEMENT | $55,000 | $33,000 | $22,000 |
| INVESTMENT MANAGEMENT | $55,480 | $55,480 | $0 |
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