2016-05-11T13:18:47-05:00 2015-12-31 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990PF 2015-01-01 236859909 DONLEY FOUNDATION-UD DTD 12-8-86 DONL 6108963868 16 E LANCASTER AVE NO 102 ARDMORE PA 19003 DAPHNE ROWE OFFICER 6108963868 2016-05-10 1 BRUCE BRAUNEWELLCPA P00075336 2156433900 2015 2016-09-27 15:27:22Z X 11036735 X 145634 253143 253143 86862 3013037 86862 -22390 81570 0 463249 421575 0 0 0 0 0 4450 0 0 0 124112 83965 0 20000 37314 0 0 0 13149 0 0 13149 5450 0 0 5450 184475 83965 0 38599 619668 619668 804143 83965 0 658267 -340894 337610 0 611646 191269 191269 10643847 10719217 10845466 11255493 10910486 11036735 0 0 X 11255493 10910486 0 0 0 0 11255493 10910486 11255493 10910486 11255493 -340894 0 10914599 4113 10910486 HAVERFORD TRUST ACCOUNT 108430E8809 P 2001-01-01 2015-12-31 3013037 2926175 86862 86862 86862 0 0 618971 10846439 0.057067 501372 8130004 0.061669 484776 7797550 0.062170 460945 8074220 0.057088 394897 7796567 0.050650 0.288644 0.057729 11428092 659732 3376 663108 658267 6752 0 6752 0 6752 19800 19800 13048 6760 6288 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 WWW.DONLEYFOUNDATION.ORG DAPHNE ROWE 6108963868 PEMBROKE ADV 16 E LANCASTER AVE STE 102 ARDMORE PA 19003 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARTHA DONLEY ROBB 16 E LANCASTER AVENUE SUITE 102 ARDMORE PA 19003 CHAIR 1.00 0 0 1669 JOHN W DONLEY ESQ 16 E LANCASTER AVENUE SUITE 102 ARDMORE PA 19003 TRUSTEE 1.00 0 0 5279 THOMAS E DONLEY ESQ 16 E LANCASTER AVENUE SUITE 102 ARDMORE PA 19003 TRUSTEE 1.00 0 0 1589 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 1345 W GAVIN ROBB 16 E LANCASTER AVENUE SUITE 102 ARDMORE PA 19003 TRUSTEE 1.00 0 0 1116 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 NONE 0 NONE 0 0 11322063 280061 0 11602124 0 0 11602124 174032 11428092 571405 571405 6752 6752 564653 0 564653 0 564653 658267 0 658267 0 658267 564653 0 0 6286 77609 101267 100116 116241 401519 658267 0 0 0 564653 93614 0 0 495133 0 0 0 0 0 0 6286 488847 77609 101267 100116 116241 93614 DONLEY FOUNDATION CO DAPHNE ROWE 16 E LANCASTER AVENUE ARDMORE PA 19003 6108963868 DROWE@PEMBROKEPHILANTHROPY.NET PLEASE VISIT WWW.DONLEYFOUNDATION.ORG MARCH 15 AND SEPTEMBER 15 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. 826CHI 1331 N MILWAUKEE AVE CHICAGO IL 60622 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5000 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 5000 ALLENTOWN PUBLIC LIBRARY 1210 HAMILTON STREET ALLENTOWN PA 18102 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 20000 ALLENTOWN SCHOOL DISTRICT (ASD) FOUNDATION 31 S PENN STREET PO BOX 328 ALLENTOWN PA 18105 NONE PUBLIC CHARITY AN ALLENTOWN ADVENTURE 5000 ASSOCIATION HOUSE OF CHICAGO 1116 N KEDZIE AVENUE CHICAGO IL 60651 NONE PUBLIC CHARITY EL CUARTO ANO HIGH SCHOOL AND ITS WRAP-AROUND SERVICES 7000 BOY SCOUTS OF AMERICA MINSI TRAILS COUNCIL PO BOX 20624 LEHIGH VALLEY PA 180020624 NONE PUBLIC CHARITY URBAN SCOUTING 5000 BOYS & GIRLS CLUB OF ALLENTOWN 720 NORTH 6TH STREET ALLENTOWN PA 18102 NONE PUBLIC CHARITY MAKE YOUR MARK (MOTIVATED ACADEMICALLY READY KIDS) 10000 CASA CENTRAL 1343 N CALIFORNIA AVENUE CHICAGO IL 60622 NONE PUBLIC CHARITY EARLY INTERVENTION CNA TRAINING PROGRAM 10000 CASE GUADALUPE CENTER 218 NORTH SECOND STREET ALLENTOWN PA 18102 NONE PUBLIC CHARITY PA'LANTE EDUCATION PROGRAM 10000 CATHOLIC CHARITIES NEW HAMPSHIRE 215 MYRTLE STREET MANCHESTER NH 031044354 NONE PUBLIC CHARITY BASIC FINANCIAL FITNESS 5368 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF CHICAGO 1100 S MAY STREET CHICAGO IL 60607 NONE PUBLIC CHARITY ST MARY OF CELLE FAMILY STRENGTHENING CENTER 7500 CEDAR CREST COLLEGE 100 COLLEGE DRIVE ALLENTOWN PA 18104 NONE PUBLIC CHARITY SCHOLARSHIP SUPPORT 2000 CENTRAL VERMONT ADULT BASIC EDUCATION 46 WASHINGTON STREET SUITE 100 BARRE VT 05641 NONE PUBLIC CHARITY CVABE'S FUNCTIONAL LITERACY PROGRAM 5000 CHANGING WORLDS 329 W 18TH STREET 506 CHICAGO IL 60616 NONE PUBLIC CHARITY ARTS, CULTURAL AND LITERACY (ACL) 5000 CHILDREN'S LITERACY INITIATIVE (CLI) 2314 MARKET ST PHILADELPHIA PA 19103 NONE PUBLIC CHARITY CHICAGO EARLY LITERACY PROJECT 10000 CLUSTER TUTORING PROGRAM 5460 W AUGUSTA BLVD CHICAGO IL 60651 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5000 COMMUNITIES IN SCHOOLS OF THE LEHIGH VALLEY INC 1501 LEHIGH ST SUITE 206 ALLENTOWN PA 18103 NONE PUBLIC CHARITY INTEGRATED STUDENT SERVICES 10000 COMMUNITY BIKE WORKS 235 NORTH MADISON STREET ALLENTOWN PA 18102 NONE PUBLIC CHARITY JUNIOR EARN-A-BIKE 6000 COMMUNITY SERVICES FOR CHILDREN INC 1520 HANOVER AVENUE BETHLEHEM PA 18109 NONE PUBLIC CHARITY SAFE/START-NEW CENTER FOR ABUSED INFANTS 50000 EAST VILLAGE YOUTH PROGRAM 3643 W BELMONT ST CHICAGO IL 60618 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5000 ERIE NEIGHBORHOOD HOUSE 1701 W SUPERIOR ST CHICAGO IL 60622 NONE PUBLIC CHARITY PATHWAYS TO SUCCESS 7500 GIRL SCOUTS OF EASTERN PENNSYLVANIA 330 MANOR ROAD MIQUON PA 19444 NONE PUBLIC CHARITY THE FUNDED INITIATIVE PROGRAM 7500 GOOD BEGINNINGS OF THE UPPER VALLEY PO BOX 5054 WEST LEBANON NH 03784 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 10000 COLLEGE ADVISING CORPS 809 SOUTH MARSHFIELD AVENUE 2ND FLOOR CHICAGO IL 606127203 NONE PUBLIC CHARITY RICH CAMPUS ADVISER SUPPORT 14000 HISPANIC CENTER LEHIGH VALLEY 520 EAST FOURTH STREET BETHLEHEM PA 18015 NONE PUBLIC CHARITY COMMUNITY EMPOWERMENT 5000 HOUSING ASSOCIATION & DEVELOPMENT CORP 513 W CHEW STREET ALLENTOWN PA 18102 NONE PUBLIC CHARITY YOUTHBUILD ALLENTOWN 10000 HOUSTON INDEPENDENT SCHOOL DISTRICT FDN 4400 WEST 18TH STREET HOUSTON TX 77092 NONE PUBLIC CHARITY BOOKS FOR BROOKLINE BOBCATS 2000 JUNIOR ACHIEVEMENT OF SOUTH CENTRAL PENNSYLVANIA 610 SOUTH GEORGE STREET YORK PA 17401 NONE PUBLIC CHARITY K-6 PROGRAMMING FOR THE SCHOOL 10000 LAWRENCE TECHNICAL UNIVERSITY 21000 WEST TEN MILE ROAD SOUTHFIELD MI 480751058 NONE PUBLIC CHARITY DONLEY STEM SCHOLARSHIP 100000 LEHIGH CARBON COMMUNITY COLLEGE FND 4525 EDUCATION PARK DRIVE SCHNECKSVILLE PA 18078 NONE PUBLIC CHARITY PRE-GED FOR ESL RESIDENTS 10000 LEHIGH VALLEY CHILDREN'S CENTERS INC 1501 LEHIGH STREET SUITE 208 ALLENTOWN PA 181033892 NONE PUBLIC CHARITY LVCC SCHOLARSHIP PROGRAM 10000 LITERACY WORKS 6216 N CLARK STREET CHICAGO IL 60661 NONE PUBLIC CHARITY WEST SIDE COMMUNITY LITERACY 5000 MARTIN LIBRARY ASSOCIATION 159 EAST MARKET STREET YORK PA 17401 NONE PUBLIC CHARITY LEAP INTO SCIENCE 10000 MONTSHIRE MUSEUM OF SCIENCE ONE MONTSHIRE ROAD NORWICH VT 05055 NONE PUBLIC CHARITY DEVELOPING EXCEPTIONAL SCIENCE 15000 MORAVIAN ACADEMY 4313 GREEN POND ROAD BETHLEHEM PA 18020 NONE PUBLIC CHARITY LEHIGH VALLEY SUMMERBRIDGE 5000 NEW VENTURE FUND 1201 CONNECTICUT AVE NW SUITE 300 WASHINGTON DC 20036 NONE PUBLIC CHARITY BUILDING 21 ALLENTOWN 10000 NORTHEAST MINISTRY 1161 FRITZ DRIVE PO BOX 1463 BETHLEHEM PA 18017 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5000 OAK PARK & RIVER FOREST INFANT WELFARE 324 LAKE STREET OAK PARK IL 60302 NONE PUBLIC CHARITY THE CHILDREN'S CLINIC IWS 2800 ONEGOAL 215 W SUPERIOR SUITE 700 CHICAGO IL 60654 NONE PUBLIC CHARITY ONE GOAL US EMPOWERED 10000 PEACE CORNER YOUTH CENTER PO BOX 440113 CHICAGO IL 60644 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 10000 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) 10000 PENNSYLVANIA PARTNERSHIPS FOR CHILDREN 116 PINE ST SUITE 430 HARRISBURG PA 17101 NONE PUBLIC CHARITY PRE-K FOR PA CAMPAIGN 15000 PINEBROOK FAMILY ANSWERS 402 NORTH FULTON STREET ALLENTOWN PA 18102 NONE PUBLIC CHARITY PINEBROOK FAMILY SERVICES 5000 PROMISE NEIGHBORHOODS OF THE LEHIGH VALLEY 1101 HAMILTON STREET SUITE 345 ALLENTOWN PA 18102 NONE PUBLIC CHARITY HOME-BASED FAMILY CHILD CARE PROVIDER 10000 SALVATION ARMY 50 EAST KING STREET YORK PA 17401 NONE PUBLIC CHARITY YOUTH SERVICES/BRIDGING THE GAP 8000 SPARK PROGRAM INC 223 W JACKSON BLVD SUITE 520 CHICAGO IL 60606 NONE PUBLIC CHARITY SPARK CHICAGO WEST SIDE YOUTH APPRENTICESHIP PROGRAM 5000 ST JOSEPH SERVICES 1501 N OAKLEY BLVD CHICAGO IL 60622 NONE PUBLIC CHARITY USCCB GROUP RULING 8000 ST LUKE'S NEIGHBORHOOD CENTER 435 N 7TH STREET ALLENTOWN PA 18102 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5000 ST LUKE'S UNIVERSITY HEALTH NETWORK DONEGAN FAMILY CENTER 801 OSTRUM STREET BETHLEHEM PA 18015 NONE PUBLIC CHARITY IMPROVING LITERACY AT CLEVELAND ELEMENTARY SCHOOL 3000 THE DREAM PROGRAM INC PO BOX 361 WINOOSKI VT 05404 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 10000 THE LITERACY CENTER 801 HAMILTON MALL SUITE 201 ALLENTOWN PA 181012420 NONE PUBLIC CHARITY ESL INSTRUCTION 10000 THE POSSE FOUNDATION 111 WEST JACKSON BLVD SUITE 1900 CHICAGO IL 60604 NONE PUBLIC CHARITY POSSE CHICAGO 10000 UNITED WAY OF THE GREATER LEHIGH VALLEY 1110 AMERICAN PARKWAY NE ALLENTOWN PA 18109 NONE PUBLIC CHARITY PARTNERSHIPS TO ACHIEVE SUCCESS 10000 UNITED WAY OF YORK COUNTY 800 EAST KING STREET YORK PA 17403 NONE PUBLIC CHARITY FOCUS-READY FREDDY 10000 UPPER VALLEY HAVEN INC 713 HARTFORD AVENUE WHITE RIVER JUNCTION VT 05001 NONE PUBLIC CHARITY CHILDREN'S SERVICES PROGRAM 10000 VALLEY YOUTH HOUSE COMMITTEE INC 829 W LINDEN STREET ALLENTOWN PA 18101 NONE PUBLIC CHARITY DONLEY SCHOLARSHIP FUND 10000 VERMONT HUMANITIES COUNCIL 11 LOOMIS STREET MONTPELIER VT 05602 NONE PUBLIC CHARITY NEVER TOO EARLY 9000 VERMONT INSTITUTE OF NATURAL SCIENCE 6565 WOODSTOCK ROAD PO BOX 1281 QUECHEE VT 05059 NONE PUBLIC CHARITY ENVIRONMENTAL EDUCATION SCHOLARSHIP FUND 10000 YORK COUNTY LITERACY COUNCIL 800 E KING STREET YORK PA 17403 NONE PUBLIC CHARITY EMPOWERING ADULTS AND FAMILIES WITH LITERACY SKILLS FOR LIFE 10000 YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF YORK (YWCA YORK) 320 EAST MARKET STREET YORK PA 17403 NONE PUBLIC CHARITY QUANTUM OPPORTUNITIES PROGRAM 5000 619668 0 14 253143 14 81570 14 86862 0 421575 0 421575 0 0 0 0 0 0 0 0 0 0 X X 1 EDWARD J DONLEY C/O KIRKLAND VILLAGE 1 KIRKLAND VIL BETHLEHEM PA 18017 145634 X 1 MEDTRONIC INC, 5000 SH 145634 2015-01-26 ACCOUNTING 4450 0 0 0 HAVERFORD TRUST AT COST 10320824 10447073 FUGIO VC FUND IV LP (FORMERLYMELLON PRIVATE EQUITY FUND IV LP) AT COST 206870 206870 FUGIO VC FUND V LP (FORMERLY MELLON PRIVATE EQUITY FUND V LP) AT COST 191523 191523 COST BASIS ADJUSTMENT 4113 OFFICE EXPENSE 3707 0 0 3707 WEBSITE EXPENSE 243 0 0 243 INSURANCE EXPENSE 750 0 0 750 DUES & SUBSCRIPTIONS 750 0 0 750 PARTNERSHIP LOSS -22390 81570 0 FOUNDATION MANAGEMENT 50000 30000 0 20000 INVESTMENT MANAGEMENT 53965 53965 0 0 OTHER 20147 0 0 0 990-PF 37314 0 0 0 FOREIGN TAXES 0 0 0 0