2015-05-08T14:46:46-05:00 2014-12-31 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990PF 2014-01-01 236859909 DONLEY FOUNDATION-UD DTD 12-8-86 DONL 6108963868 C/O PEMBROKE ADVISORS 16 E LANCASTER AV NO 102 ARDMORE PA 19003 DAPHNE ROWE OFFICER 6108963868 2015-05-08 1 STEVE ROSA CPA P00079667 2156433900 2014 2016-02-25 16:41:14Z X 11802964 X 2223506 217480 217480 1588983 9942358 1588983 245825 245825 0 4275794 2052288 0 0 0 0 0 15770 0 0 0 3075 0 0 0 90630 72630 0 18000 2945 65 0 0 5868 0 0 5868 6149 0 0 3899 124437 72695 0 27767 611000 611000 735437 72695 0 638767 3540357 1979593 0 890550 611646 611646 6865090 10643847 11191318 7755640 11255493 11802964 0 0 X 7755640 11255493 0 0 0 0 7755640 11255493 7755640 11255493 7755640 3540357 0 11295997 40504 11255493 BNY MELLON P 2000-01-01 2014-12-31 4303767 3545591 758176 758176 HAVERFORD TRUST P 2000-01-01 2014-12-31 5638591 4807784 830807 830807 1588983 0 0 501372 8130004 0.061669 484776 7797550 0.062170 460945 8074220 0.057088 394897 7796567 0.050650 357720 7301342 0.048994 0.280571 0.056114 10846439 608637 19796 628433 638767 X 19796 0 19796 0 19796 2640 2640 17156 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 TRUSTEE 1.00 0 0 1235 JOHN W DONLEY 16 E LANCASTER AVENUE SUITE 102 ARDMORE PA 19003 CHAIR 1.00 0 0 1277 THOMAS E DONLEY 16 E LANCASTER AVENUE SUITE 102 ARDMORE PA 19003 TRUSTEE 1.00 0 0 1095 JENNIFER DONLEY 16 E LANCASTER AVENUE SUITE 102 ARDMORE PA 19003 TRUSTEE 1.00 0 0 1364 CARA DONLEY 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 EMERITUS 1.00 0 0 0 ANDREW ROBB 16 E LANCASTER AVENUE SUITE 102 ARDMORE PA 19003 TRUSTEE 1.00 0 0 158 EDWARD J DONLEY 16 E LANCASTER AVENUE SUITE 102 ARDMORE PA 19003 TRUSTEE 1.00 0 0 466 NONE 0 NONE 0 0 10233974 777639 0 11011613 0 0 11011613 165174 10846439 542322 542322 19796 19796 522526 0 522526 0 522526 638767 0 638767 19796 618971 522526 0 0 6286 77609 101267 100116 285278 638767 0 0 0 522526 116241 0 0 401519 0 0 0 0 0 0 0 401519 6286 77609 101267 100116 116241 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 600 WEST FULTON STREET SUITE 200 CHICAGO IL 60661 NONE PUBLIC CHARITY EARLY LITERACY IN WESTERN COOK COUNTY 5000 ALLENTOWN PUBLIC LIBRARY 1210 HAMILTON STREET ALLENTOWN PA 18102 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 10000 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 5000 BIG BROTHERS BIG SISTERS LEHIGH VALLEY 878 MINESITE RD ALLENTOWN PA 18103 PUBLIC CHARITY SCHOOL-BASED MENTORING PROGRAM AT JEFFERSON ELEMENTARY SCHOOL 5000 BOYS & GIRLS CLUB OF ALLENTOWN 720 NORTH 6TH STREET ALLENTOWN PA 18102 NONE PUBLIC CHARITY I-STATION 10000 CASA CENTRAL 1343 N CALIFORNIA AVENUE CHICAGO IL 60622 NONE PUBLIC CHARITY EARLY INTERVENTION CERTIFIED NURSING ASSISTANT TRAINING PROGRAM 10000 CASE GUADALUPE CENTER 218 NORTH SECOND STREET ALLENTOWN PA 18102 PUBLIC CHARITY PA'LANTE EDUCATION PROGRAM 5000 CHANGING WORLDS 329 W 18TH STREET 506 CHICAGO IL 60616 NONE PUBLIC CHARITY IN-SCHOOL ARTS AND CULTURE PROGRAMS 2500 CHILDREN'S LITERACY FOUNDATION 1536 LOOMIS HILL ROAD WATERBURY CENTER VT 05677 PUBLIC CHARITY CLIF'S YEAR OF THE BOOK IN LUDLOW, VT 10000 CHILDREN'S LITERACY INITIATIVE (CLI) 2314 MARKET ST PHILADELPHIA PA 19103 PUBLIC CHARITY CHICAGO EARLY LITERACY PROJECT 2014-2015 5000 CIVIC THEATRE OF ALLENTOWN PA 527 N 19TH STREET ALLENTOWN PA 18104 NONE PUBLIC CHARITY CAT IN THE HAT AND FRIENDS 3000 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 COMPREHENSIVE SITE SERVICES 10000 COMMUNITY BIKE WORKS 235 NORTH MADISON STREET ALLENTOWN PA 18102 NONE PUBLIC CHARITY EARN-A-BIKE 5000 COMMUNITY SERVICES FOR CHILDREN INC 1520 HANOVER AVENUE BETHLEHEM PA 18109 NONE PUBLIC CHARITY SAFE/START CENTER 50000 EAST VILLAGE YOUTH PROGRAM 3643 W BELMONT ST CHICAGO IL 60618 PUBLIC CHARITY GENERAL OPERATING SUPPORT 5000 ERIE NEIGHBORHOOD HOUSE 1701 W SUPERIOR ST CHICAGO IL 60622 NONE PUBLIC CHARITY PATHWAYS TO SUCCESS (PTS) 7500 EVERYBODY WINS VERMONT PO BOX 34 MONTPELIER VT 05601 NONE PUBLIC CHARITY UPPER VALLEY POWER LUNCH 7000 GIRL SCOUTS OF EASTERN PENNSYLVANIA 330 MANOR ROAD MIQUON PA 19444 NONE PUBLIC CHARITY THE FUNDED TROOP PROGRAM 5000 GOOD BEGINNINGS OF THE UPPER VALLEY PO BOX 5054 WEST LEBANON NH 03784 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 10000 JUDITH'S READING ROOM PO BOX 20711 LEHIGH VALLEY PA 180020711 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5000 JUNIOR ACHIEVEMENT OF SOUTH CENTRAL PENNSYLVANIA 610 SOUTH GEORGE STREET YORK PA 17401 NONE PUBLIC CHARITY JA PROGRAMMING FOR THE SCHOOL DISTRICT OF THE CITY OF YORK 10000 KIDZEXPRESS NFP 342 S LARAMIE AVE CHICAGO IL 60644 PUBLIC CHARITY JOBS TRAINING AND EMPLOYMENT PROGRAM 5000 LAWRENCE TECHNOLOGICAL UNIVERSITY 21000 WEST TEN MILE ROAD SOUTHFIELD MI 480751058 PUBLIC CHARITY DONLEY STEM SCHOLARSHIP 150000 LEHIGH VALLEY CHILDREN'S CENTERS INC 1501 LEHIGH STREET SUITE 208 ALLENTOWN PA 181033892 NONE PUBLIC CHARITY LVCC EARLY EDUCATION SCHOLARSHIP FUND 10000 LEHIGH COUNTY CONFERENCE OF CHURCHES 534 CHEW STREET ALLENTOWN PA 18102 PUBLIC CHARITY ASPIRES MENTORING 5000 LEHIGH VALLEY HOSPITAL 2100 MACK BLVD PO BOX 4000 ALLENTOWN PA 18105 PUBLIC CHARITY REACH OUT AND READ 5000 LITERACY VOLUNTEERS OF WESTERN COOK COUNTY PO BOX 4502 OAK PARK IL 60304 PUBLIC CHARITY ADULT VOLUNTEER LITERACY PROGRAM 8000 MARTIN LIBRARY ASSOCIATION 159 EAST MARKET STREET YORK PA 17401 NONE PUBLIC CHARITY LEAP INTO SCIENCE 8000 MONTSHIRE MUSEUM OF SCIENCE ONE MONTSHIRE ROAD NORWICH VT 05055 NONE PUBLIC CHARITY SCHOOL PARTNERSHIP INITIATIVE 15000 NORTHEAST MINISTRY 1161 FRITZ DRIVE PO BOX 1463 BETHLEHEM PA 18017 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5000 ONEGOAL 215 W SUPERIOR SUITE 700 CHICAGO IL 60654 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 10000 PCC COMMUNITY WELLNESS CENTER 14 LAKE STREET OAK PARK IL 60302 PUBLIC CHARITY REACH OUT AND READ 5000 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 PUBLIC CHARITY PRE-K FOR PA (YORK AND LEHIGH COUNTY) 15000 PENNSYLVANIA PARTNERSHIPS FOR CHILDREN 116 PINE ST SUITE 430 HARRISBURG PA 17101 NONE PUBLIC CHARITY PRE-K FOR PA CAMPAIGN 15000 PINEBROOK FAMILY SERVICES 402 NORTH FULTON STREET ALLENTOWN PA 18102 NONE PUBLIC CHARITY MAKING THE GRADE 5000 ST JOSEPH SERVICES 1501 N OAKLEY BLVD CHICAGO IL 60622 PUBLIC CHARITY AFTER SCHOOL PROGRAM 5000 ST LUKE'S NEIGHBORHOOD CENTER 435 N 7TH STREET ALLENTOWN PA 18102 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5000 STRAND-CAPITOL PERFORMING ARTS CENTER 50 N GEORGE STREET YORK PA 17401 PUBLIC CHARITY STAGE THE PAGE 3000 THE DA VINCI DISCOVERY CENTER OF SCIENCE & TECHNOLOGY 3145 HAMILTON BOULEVARD BYPASS ALLENTOWN PA 18103 NONE PUBLIC CHARITY PRESCHOOL EXHIBIT AREA 10000 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 PUBLIC CHARITY BRIDGE GRANT REQUEST FOR PROGRAM SUPPORT & GENERAL OPERATING SUPPORT 20000 THE POSSE FOUNDATION 111 WEST JACKSON BLVD SUITE 1900 CHICAGO IL 60604 NONE PUBLIC CHARITY POSSE CHICAGO PROGRAM 10000 UNITED WAY OF THE GREATER LEHIGH VALLEY 1110 AMERICAN PARKWAY NE ALLENTOWN PA 18109 NONE PUBLIC CHARITY PARTNERSHIPS TO ACHIEVE SUCCESS, AFTER-SCHOOL PROGRAMS AT MCKINLEY COMMUNITY SCHOOL 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 PUBLIC CHARITY CHILDREN'S SERVICES PROGRAM 10000 VALLEY YOUTH HOUSE COMMITTEE INC 829 W LINDEN STREET ALLENTOWN PA 18101 PUBLIC CHARITY DONLEY SCHOLARSHIP FUND FOR LEHIGH VALLEY INDEPENDENT LIVING PROGRAMS 10000 VERMONT HUMANITIES COUNCIL 11 LOOMIS STREET MONTPELIER VT 05602 NONE PUBLIC CHARITY NEVER TOO EARLY 7000 VERMONT INSTITUTE OF NATURAL SCIENCE 6565 WOODSTOCK ROAD PO BOX 1281 QUECHEE VT 05059 NONE PUBLIC CHARITY ENVIRONMENTAL LITERACY SCHOLARSHIP FUND 5000 YMCA OF BERWYN-CICERO INC 2947 S OAK PARK AVE BERWYN IL 60402 PUBLIC CHARITY SCHOOL DISTRICT #100 BEFORE & AFTER SCHOOL CARE 5000 YMCA OF YORK COUNTY 90 N NEWBERRY STREET YORK PA 17401 PUBLIC CHARITY SEVENTH GRADE INITIATIVE 5000 YORK COLLEGE OF PENNSYLVANIA 441 COUNTRY CLUB ROAD YORK PA 174033651 PUBLIC CHARITY YORK COLLEGE COMMUNITY OPPORTUNITY SCHOLARSHP PROGRAM (YCCOSP) 5000 YORK COUNTY LITERACY COUNCIL 800 E KING STREET YORK PA 17403 NONE PUBLIC CHARITY EMPOWERING ADULTS AND FAMILIES WITH LITERACY SKILLS FOR LIFE 10000 611000 LAWRENCE TECHNOLOGICAL UNIVERSITY 21000 WEST TEN MILE ROAD SOUTHFIELD MI 480751058 PUBLIC CHARITY DONLEY STEM SCHOLARSHIP 200000 200000 14 217480 14 245825 14 1588983 0 2052288 0 2052288 0 0 0 0 0 0 0 0 0 0 X X 1 EDWARD S DONLEY 1132 KIRKLAND VILLAGE CIRCLE BETHLEHEM PA 18017 2223506 X 1 SECURITIES HELD IN BNY MELLON ACCOUNT @ COST 2223506 2014-10-31 ACCOUNTING 3075 0 0 0 BNY MELLON AT COST 0 0 HAVERFORD TRUST AT COST 10073557 10621028 MELLON PRIVATE EQUITY FUND IV LP AT COST 345748 345748 MELLON PRIVATE EQUITY FUND V LP AT COST 224542 224542 LEGAL 15770 0 0 0 COST BASIS ADJUSTMENT 40504 OFFICE EXPENSE 2280 0 0 2280 WEBSITE EXPENSE 144 0 0 144 INSURANCE EXPENSE 750 0 0 750 DUES & SUBSCRIPTIONS 2975 0 0 725 PARTNERSHIP INCOME 245825 245825 0 FOUNDATION MANAGEMENT 45000 27000 0 18000 INVESTMENT MANAGEMENT 45630 45630 0 0 990-PF 2880 0 0 0 FOREIGN TAXES 65 65 0 0