DONLEY FOUNDATION-UD DTD 12-8-86: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- DONLEY FOUNDATION-UD DTD 12-8-86 (EIN 23-6859909)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-11
- IRS object ID
- 201611329349101841
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-11T13:18:47-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | DAPHNE ROWE | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 6108963868 | PhoneNum |
| Signature | 2016-05-10 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,036,735 | 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 | $145,634 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $253,143 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $253,143 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,862 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,013,037 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $86,862 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$22,390 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $81,570 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $463,249 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $421,575 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $124,112 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $83,965 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $37,314 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,149 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,149 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,450 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,450 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $184,475 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $83,965 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,599 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $619,668 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $619,668 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $804,143 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $83,965 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $658,267 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$340,894 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $337,610 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $611,646 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $191,269 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $191,269 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $10,643,847 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,719,217 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,845,466 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,255,493 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,910,486 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,036,735 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $11,255,493 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,910,486 | 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 | $11,255,493 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,910,486 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,255,493 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,910,486 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,255,493 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$340,894 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,914,599 | SubtotalAmt |
| Other Decreases | $4,113 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,910,486 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | HAVERFORD TRUST ACCOUNT 108430E8809 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2001-01-01 | AcquiredDt |
| Sold | 2015-12-31 | SoldDt |
| Gross Sales Price | $3,013,037 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,926,175 | CostOrOtherBasisAmt |
| Gain Or Loss | $86,862 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $86,862 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $86,862 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $618,971 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,846,439 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057067 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $501,372 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,130,004 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.061669 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $484,776 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,797,550 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062170 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $460,945 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,074,220 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057088 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $394,897 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,796,567 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050650 | DistributionYr5Rt |
| Total Distribution | 0.288644 | TotalDistributionRt |
| Average Distribution | 0.057729 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,428,092 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $659,732 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,376 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $663,108 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $658,267 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,752 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,752 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,752 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $19,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $13,048 | OverpaymentAmt |
| Applied To ES Tax | $6,760 | AppliedToESTaxAmt |
| Refund | $6,288 | 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 | $1,669 |
| JOHN W DONLEY ESQ | ||||||||
| 16 E LANCASTER AVENUE SUITE 102 | ARDMORE | PA | 19003 | TRUSTEE | 1.00 | $0 | $0 | $5,279 |
| THOMAS E DONLEY ESQ | ||||||||
| 16 E LANCASTER AVENUE SUITE 102 | ARDMORE | PA | 19003 | TRUSTEE | 1.00 | $0 | $0 | $1,589 |
| JENNIFER DONLEY CONVEY | ||||||||
| 16 E LANCASTER AVENUE SUITE 102 | ARDMORE | PA | 19003 | TRUSTEE | 1.00 | $0 | $0 | $595 |
| EDWARD S DONLEY | ||||||||
| 16 E LANCASTER AVENUE SUITE 102 | ARDMORE | PA | 19003 | TRUSTEE | 1.00 | $0 | $0 | $1,345 |
| W GAVIN ROBB | ||||||||
| 16 E LANCASTER AVENUE SUITE 102 | ARDMORE | PA | 19003 | TRUSTEE | 1.00 | $0 | $0 | $1,116 |
| CATIE SKEHAN | ||||||||
| 16 E LANCASTER AVENUE SUITE 102 | ARDMORE | PA | 19003 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANDREW ROBB | ||||||||
| 16 E LANCASTER AVENUE SUITE 102 | ARDMORE | PA | 19003 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CARA DONLEY | ||||||||
| 16 E LANCASTER AVENUE SUITE 102 | ARDMORE | PA | 19003 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| EDWARD J DONLEY | ||||||||
| 16 E LANCASTER AVENUE SUITE 102 | ARDMORE | PA | 19003 | TRUSTEE EMERITUS | 1.00 | $0 | $0 | $930 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $11,322,063 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $280,061 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,602,124 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,602,124 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $174,032 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,428,092 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $571,405 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $571,405 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,752 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,752 | TotalTaxAmt |
| Distributable Before Adj | $564,653 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $564,653 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $564,653 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $658,267 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $658,267 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $658,267 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $564,653 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,286 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $77,609 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $101,267 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $100,116 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $116,241 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $401,519 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $658,267 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $564,653 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $93,614 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $495,133 | 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 | $6,286 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $488,847 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $77,609 | ExcessFromYear4Amt |
| Excess From Year3 | $101,267 | ExcessFromYear3Amt |
| Excess From Year2 | $100,116 | ExcessFromYear2Amt |
| Excess From Year1 | $116,241 | ExcessFromYear1Amt |
| Excess From Current Year | $93,614 | 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 (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 826CHI | ||||||||
| 1331 N MILWAUKEE AVE | CHICAGO | IL | 60622 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 | |
| ACCESS COMMUNITY HEALTH NETWORK | ||||||||
| 600 WEST FULTON STREET SUITE 200 | CHICAGO | IL | 60661 | NONE | PUBLIC CHARITY | EARLY LITERACY IN WESTERN COOK COUNTY: REACH OUT AND READ | $5,000 | |
| ALLENTOWN PUBLIC LIBRARY | ||||||||
| 1210 HAMILTON STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $20,000 | |
| ALLENTOWN SCHOOL DISTRICT (ASD) FOUNDATION | ||||||||
| 31 S PENN STREET PO BOX 328 | ALLENTOWN | PA | 18105 | NONE | PUBLIC CHARITY | AN ALLENTOWN ADVENTURE | $5,000 | |
| ASSOCIATION HOUSE OF CHICAGO | ||||||||
| 1116 N KEDZIE AVENUE | CHICAGO | IL | 60651 | NONE | PUBLIC CHARITY | EL CUARTO ANO HIGH SCHOOL AND ITS WRAP-AROUND SERVICES | $7,000 | |
| BOY SCOUTS OF AMERICA MINSI TRAILS COUNCIL | ||||||||
| PO BOX 20624 | LEHIGH VALLEY | PA | 180020624 | NONE | PUBLIC CHARITY | URBAN SCOUTING | $5,000 | |
| BOYS & GIRLS CLUB OF ALLENTOWN | ||||||||
| 720 NORTH 6TH STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | MAKE YOUR MARK (MOTIVATED ACADEMICALLY READY KIDS) | $10,000 | |
| CASA CENTRAL | ||||||||
| 1343 N CALIFORNIA AVENUE | CHICAGO | IL | 60622 | NONE | PUBLIC CHARITY | EARLY INTERVENTION CNA TRAINING PROGRAM | $10,000 | |
| CASE GUADALUPE CENTER | ||||||||
| 218 NORTH SECOND STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | PA'LANTE EDUCATION PROGRAM | $10,000 | |
| CATHOLIC CHARITIES NEW HAMPSHIRE | ||||||||
| 215 MYRTLE STREET | MANCHESTER | NH | 031044354 | NONE | PUBLIC CHARITY | BASIC FINANCIAL FITNESS | $5,368 | |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF CHICAGO | ||||||||
| 1100 S MAY STREET | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | ST MARY OF CELLE FAMILY STRENGTHENING CENTER | $7,500 | |
| CEDAR CREST COLLEGE | ||||||||
| 100 COLLEGE DRIVE | ALLENTOWN | PA | 18104 | NONE | PUBLIC CHARITY | SCHOLARSHIP SUPPORT | $2,000 | |
| CENTRAL VERMONT ADULT BASIC EDUCATION | ||||||||
| 46 WASHINGTON STREET SUITE 100 | BARRE | VT | 05641 | NONE | PUBLIC CHARITY | CVABE'S FUNCTIONAL LITERACY PROGRAM | $5,000 | |
| CHANGING WORLDS | ||||||||
| 329 W 18TH STREET 506 | CHICAGO | IL | 60616 | NONE | PUBLIC CHARITY | ARTS, CULTURAL AND LITERACY (ACL) | $5,000 | |
| CHILDREN'S LITERACY INITIATIVE (CLI) | ||||||||
| 2314 MARKET ST | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | CHICAGO EARLY LITERACY PROJECT | $10,000 | |
| CLUSTER TUTORING PROGRAM | ||||||||
| 5460 W AUGUSTA BLVD | CHICAGO | IL | 60651 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 | |
| COMMUNITIES IN SCHOOLS OF THE LEHIGH VALLEY INC | ||||||||
| 1501 LEHIGH ST SUITE 206 | ALLENTOWN | PA | 18103 | NONE | PUBLIC CHARITY | INTEGRATED STUDENT SERVICES | $10,000 | |
| COMMUNITY BIKE WORKS | ||||||||
| 235 NORTH MADISON STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | JUNIOR EARN-A-BIKE | $6,000 | |
| COMMUNITY SERVICES FOR CHILDREN INC | ||||||||
| 1520 HANOVER AVENUE | BETHLEHEM | PA | 18109 | NONE | PUBLIC CHARITY | SAFE/START-NEW CENTER FOR ABUSED INFANTS | $50,000 | |
| EAST VILLAGE YOUTH PROGRAM | ||||||||
| 3643 W BELMONT ST | CHICAGO | IL | 60618 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 | |
| ERIE NEIGHBORHOOD HOUSE | ||||||||
| 1701 W SUPERIOR ST | CHICAGO | IL | 60622 | NONE | PUBLIC CHARITY | PATHWAYS TO SUCCESS | $7,500 | |
| GIRL SCOUTS OF EASTERN PENNSYLVANIA | ||||||||
| 330 MANOR ROAD | MIQUON | PA | 19444 | NONE | PUBLIC CHARITY | THE FUNDED INITIATIVE PROGRAM | $7,500 | |
| GOOD BEGINNINGS OF THE UPPER VALLEY | ||||||||
| PO BOX 5054 | WEST LEBANON | NH | 03784 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 | |
| COLLEGE ADVISING CORPS | ||||||||
| 809 SOUTH MARSHFIELD AVENUE 2ND | CHICAGO | IL | 606127203 | NONE | PUBLIC CHARITY | RICH CAMPUS ADVISER SUPPORT | $14,000 | FLOOR |
| HISPANIC CENTER LEHIGH VALLEY | ||||||||
| 520 EAST FOURTH STREET | BETHLEHEM | PA | 18015 | NONE | PUBLIC CHARITY | COMMUNITY EMPOWERMENT | $5,000 | |
| HOUSING ASSOCIATION & DEVELOPMENT CORP | ||||||||
| 513 W CHEW STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | YOUTHBUILD ALLENTOWN | $10,000 | |
| HOUSTON INDEPENDENT SCHOOL DISTRICT FDN | ||||||||
| 4400 WEST 18TH STREET | HOUSTON | TX | 77092 | NONE | PUBLIC CHARITY | BOOKS FOR BROOKLINE BOBCATS | $2,000 | |
| JUNIOR ACHIEVEMENT OF SOUTH CENTRAL PENNSYLVANIA | ||||||||
| 610 SOUTH GEORGE STREET | YORK | PA | 17401 | NONE | PUBLIC CHARITY | K-6 PROGRAMMING FOR THE SCHOOL | $10,000 | |
| LAWRENCE TECHNICAL UNIVERSITY | ||||||||
| 21000 WEST TEN MILE ROAD | SOUTHFIELD | MI | 480751058 | NONE | PUBLIC CHARITY | DONLEY STEM SCHOLARSHIP | $100,000 | |
| LEHIGH CARBON COMMUNITY COLLEGE FND | ||||||||
| 4525 EDUCATION PARK DRIVE | SCHNECKSVILLE | PA | 18078 | NONE | PUBLIC CHARITY | PRE-GED FOR ESL RESIDENTS | $10,000 | |
| LEHIGH VALLEY CHILDREN'S CENTERS INC | ||||||||
| 1501 LEHIGH STREET SUITE 208 | ALLENTOWN | PA | 181033892 | NONE | PUBLIC CHARITY | LVCC SCHOLARSHIP PROGRAM | $10,000 | |
| LITERACY WORKS | ||||||||
| 6216 N CLARK STREET | CHICAGO | IL | 60661 | NONE | PUBLIC CHARITY | WEST SIDE COMMUNITY LITERACY | $5,000 | |
| MARTIN LIBRARY ASSOCIATION | ||||||||
| 159 EAST MARKET STREET | YORK | PA | 17401 | NONE | PUBLIC CHARITY | LEAP INTO SCIENCE | $10,000 | |
| MONTSHIRE MUSEUM OF SCIENCE | ||||||||
| ONE MONTSHIRE ROAD | NORWICH | VT | 05055 | NONE | PUBLIC CHARITY | DEVELOPING EXCEPTIONAL SCIENCE | $15,000 | |
| MORAVIAN ACADEMY | ||||||||
| 4313 GREEN POND ROAD | BETHLEHEM | PA | 18020 | NONE | PUBLIC CHARITY | LEHIGH VALLEY SUMMERBRIDGE | $5,000 | |
| NEW VENTURE FUND | ||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | BUILDING 21 ALLENTOWN | $10,000 | |
| NORTHEAST MINISTRY | ||||||||
| 1161 FRITZ DRIVE PO BOX 1463 | BETHLEHEM | PA | 18017 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 | |
| OAK PARK & RIVER FOREST INFANT WELFARE | ||||||||
| 324 LAKE STREET | OAK PARK | IL | 60302 | NONE | PUBLIC CHARITY | THE CHILDREN'S CLINIC IWS | $2,800 | |
| ONEGOAL | ||||||||
| 215 W SUPERIOR SUITE 700 | CHICAGO | IL | 60654 | NONE | PUBLIC CHARITY | ONE GOAL US EMPOWERED | $10,000 | |
| PEACE CORNER YOUTH CENTER | ||||||||
| PO BOX 440113 | CHICAGO | IL | 60644 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 | |
| PENNSYLVANIA ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN (PENNAEYC) | ||||||||
| 415 MARKET STREET SUITE 206 | HARRISBURG | PA | 17101 | NONE | PUBLIC CHARITY | PRE-K FOR PA (LEHIGH AND YORK COUNTIES) | $10,000 | |
| PENNSYLVANIA PARTNERSHIPS FOR CHILDREN | ||||||||
| 116 PINE ST SUITE 430 | HARRISBURG | PA | 17101 | NONE | PUBLIC CHARITY | PRE-K FOR PA CAMPAIGN | $15,000 | |
| PINEBROOK FAMILY ANSWERS | ||||||||
| 402 NORTH FULTON STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | PINEBROOK FAMILY SERVICES | $5,000 | |
| PROMISE NEIGHBORHOODS OF THE LEHIGH VALLEY | ||||||||
| 1101 HAMILTON STREET SUITE 345 | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | HOME-BASED FAMILY CHILD CARE PROVIDER | $10,000 | |
| SALVATION ARMY | ||||||||
| 50 EAST KING STREET | YORK | PA | 17401 | NONE | PUBLIC CHARITY | YOUTH SERVICES/BRIDGING THE GAP | $8,000 | |
| SPARK PROGRAM INC | ||||||||
| 223 W JACKSON BLVD SUITE 520 | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | SPARK CHICAGO WEST SIDE YOUTH APPRENTICESHIP PROGRAM | $5,000 | |
| ST JOSEPH SERVICES | ||||||||
| 1501 N OAKLEY BLVD | CHICAGO | IL | 60622 | NONE | PUBLIC CHARITY | USCCB GROUP RULING | $8,000 | |
| ST LUKE'S NEIGHBORHOOD CENTER | ||||||||
| 435 N 7TH STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 | |
| ST LUKE'S UNIVERSITY HEALTH NETWORK | ||||||||
| DONEGAN FAMILY CENTER 801 OSTRUM | BETHLEHEM | PA | 18015 | NONE | PUBLIC CHARITY | IMPROVING LITERACY AT CLEVELAND ELEMENTARY SCHOOL | $3,000 | STREET |
| THE DREAM PROGRAM INC | ||||||||
| PO BOX 361 | WINOOSKI | VT | 05404 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 | |
| THE LITERACY CENTER | ||||||||
| 801 HAMILTON MALL SUITE 201 | ALLENTOWN | PA | 181012420 | NONE | PUBLIC CHARITY | ESL INSTRUCTION | $10,000 | |
| THE POSSE FOUNDATION | ||||||||
| 111 WEST JACKSON BLVD SUITE 1900 | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | POSSE CHICAGO | $10,000 | |
| UNITED WAY OF THE GREATER LEHIGH VALLEY | ||||||||
| 1110 AMERICAN PARKWAY NE | ALLENTOWN | PA | 18109 | NONE | PUBLIC CHARITY | PARTNERSHIPS TO ACHIEVE SUCCESS | $10,000 | |
| UNITED WAY OF YORK COUNTY | ||||||||
| 800 EAST KING STREET | YORK | PA | 17403 | NONE | PUBLIC CHARITY | FOCUS-READY FREDDY | $10,000 | |
| UPPER VALLEY HAVEN INC | ||||||||
| 713 HARTFORD AVENUE | WHITE RIVER JUNCTION | VT | 05001 | NONE | PUBLIC CHARITY | CHILDREN'S SERVICES PROGRAM | $10,000 | |
| VALLEY YOUTH HOUSE COMMITTEE INC | ||||||||
| 829 W LINDEN STREET | ALLENTOWN | PA | 18101 | NONE | PUBLIC CHARITY | DONLEY SCHOLARSHIP FUND | $10,000 | |
| VERMONT HUMANITIES COUNCIL | ||||||||
| 11 LOOMIS STREET | MONTPELIER | VT | 05602 | NONE | PUBLIC CHARITY | NEVER TOO EARLY | $9,000 | |
| VERMONT INSTITUTE OF NATURAL SCIENCE | ||||||||
| 6565 WOODSTOCK ROAD PO BOX 1281 | QUECHEE | VT | 05059 | NONE | PUBLIC CHARITY | ENVIRONMENTAL EDUCATION SCHOLARSHIP FUND | $10,000 | |
| YORK COUNTY LITERACY COUNCIL | ||||||||
| 800 E KING STREET | YORK | PA | 17403 | NONE | PUBLIC CHARITY | EMPOWERING ADULTS AND FAMILIES WITH LITERACY SKILLS FOR LIFE | $10,000 | |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF YORK (YWCA YORK) | ||||||||
| 320 EAST MARKET STREET | YORK | PA | 17403 | NONE | PUBLIC CHARITY | QUANTUM OPPORTUNITIES PROGRAM | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $619,668 | 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 | $253,143 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $81,570 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86,862 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $421,575 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $421,575 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | EDWARD J DONLEY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O KIRKLAND VILLAGE 1 KIRKLAND VIL | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $145,634 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | MEDTRONIC INC, 5000 SH | NoncashPropertyDesc |
| Fair Market Value | $145,634 | FairMarketValueAmt |
| Received | 2015-01-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,450 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HAVERFORD TRUST | AT COST | $10,320,824 | $10,447,073 |
| FUGIO VC FUND IV LP (FORMERLYMELLON PRIVATE EQUITY FUND IV LP) | AT COST | $206,870 | $206,870 |
| FUGIO VC FUND V LP (FORMERLY MELLON PRIVATE EQUITY FUND V LP) | AT COST | $191,523 | $191,523 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $4,113 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSE | $3,707 | $0 | $0 | $3,707 |
| WEBSITE EXPENSE | $243 | $0 | $0 | $243 |
| INSURANCE EXPENSE | $750 | $0 | $0 | $750 |
| DUES & SUBSCRIPTIONS | $750 | $0 | $0 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP LOSS | Desc |
| Revenue And Expenses Per Books | -$22,390 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $81,570 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOUNDATION MANAGEMENT | $50,000 | $30,000 | $0 | $20,000 |
| INVESTMENT MANAGEMENT | $53,965 | $53,965 | $0 | $0 |
| OTHER | $20,147 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| 990-PF | $37,314 | $0 | $0 | $0 |
| FOREIGN TAXES | $0 | $0 | $0 | $0 |
Comments