DONLEY FOUNDATION-UD DTD 12-8-86: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DONLEY FOUNDATION-UD DTD 12-8-86 (EIN 23-6859909)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-06
- IRS object ID
- 201441269349100104
- Schema version
- 2013v3.0
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-06T07:23:31-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 WGERMANTOWN PIKE STE400 | AddressLine1 |
| City | PLYMOUTH MEETING | City |
| State | PA | State |
| ZIP Code | 19462 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | C/O PEMBROKE ADVISORS 16 E | AddressLine1 |
| Address Line2 | LANCASTER AVE NO 102 | AddressLine2 |
| City | ARDMORE | City |
| State | PA | State |
| ZIP Code | 19003 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAPHNE ROWE | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 6108963868 | PhoneNum |
| Signature | 2014-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVE ROSA CPA | PreparerPersonNm |
| PTIN | P00079667 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,386,220 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $310,004 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $310,004 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$35,804 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,623,413 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $274,200 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $310,004 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,194 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,116 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,078 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $46,800 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,160 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,640 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,199 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $529 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,121 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,121 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,905 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,905 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $94,219 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,805 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,744 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $460,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $460,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $554,469 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,805 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $503,994 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$280,269 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $262,199 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,746 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $316,167 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $890,550 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $890,550 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $7,010,302 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,865,090 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,495,670 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,341,215 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,755,640 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,386,220 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $7,341,215 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,341,215 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $414,425 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,341,215 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,755,640 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,341,215 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,755,640 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,341,215 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$280,269 | ExcessRevenueOverExpensesAmt |
| Other Increases | $694,694 | OtherIncreasesAmt |
| Subtotal | $7,755,640 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,755,640 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BNY MELLON 108430E8009 | P | 2000-01-01 | 2013-12-31 | $2,347,461 | $2,385,364 | -$37,903 | -$37,903 |
| BNY MELLON 108430E8010 | P | 2000-01-01 | 2013-12-31 | $275,952 | $273,853 | $2,099 | $2,099 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$35,804 | 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 | $484,776 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,797,550 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062170 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $460,945 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,074,220 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057088 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $394,897 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,796,567 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050650 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $357,720 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,301,342 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048994 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $489,474 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,952,373 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054675 | DistributionYr5Rt |
| Total Distribution | 0.273577 | TotalDistributionRt |
| Average Distribution | 0.054715 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,130,004 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $444,833 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,622 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $447,455 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $503,994 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,622 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,622 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,622 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,388 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,388 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $240 | TaxDueAmt |
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 | AddressLine1 |
| Address Line2 | 102 | AddressLine2 |
| City | ARDMORE | City |
| State | PA | State |
| ZIP Code | 19003 | ZIPCode |
| 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 (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BNY MELLON NA | ||||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 10.00 | $30,194 | $0 | $0 |
| MARTHA DONLEY ROBB | ||||||||
| 16 E LANCASTER AVENUE SUITE 102 | ARDMORE | PA | 19003 | TRUSTEE | 1.00 | $0 | $0 | $1,847 |
| JOHN W DONLEY | ||||||||
| 16 E LANCASTER AVENUE SUITE 102 | ARDMORE | PA | 19003 | CHAIR | 1.00 | $0 | $0 | $4,675 |
| THOMAS E DONLEY | ||||||||
| 16 E LANCASTER AVENUE SUITE 102 | ARDMORE | PA | 19003 | TRUSTEE | 1.00 | $0 | $0 | $1,495 |
| JENNIFER DONLEY | ||||||||
| 16 E LANCASTER AVENUE SUITE 102 | ARDMORE | PA | 19003 | TRUSTEE | 1.00 | $0 | $0 | $456 |
| 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 | 1.00 | $0 | $0 | $428 |
| ANDREW ROBB | ||||||||
| 16 E LANCASTER AVENUE SUITE 102 | ARDMORE | PA | 19003 | TRUSTEE | 1.00 | $0 | $0 | $159 |
| 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 | $7,808,878 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $444,933 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,253,811 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,253,811 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $123,807 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,130,004 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $406,500 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $406,500 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,622 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,622 | TotalTaxAmt |
| Distributable Before Adj | $403,878 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $403,878 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $403,878 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $503,994 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $503,994 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,622 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $501,372 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $403,878 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $44,602 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $6,286 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $77,609 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $101,267 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $229,764 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $503,994 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $403,878 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $100,116 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $329,880 | 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 | $44,602 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $285,278 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $6,286 | ExcessFromYear3Amt |
| Excess From Year2 | $77,609 | ExcessFromYear2Amt |
| Excess From Year1 | $101,267 | ExcessFromYear1Amt |
| Excess From Current Year | $100,116 | 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 | AddressLine1 |
| City | ARDMORE | City |
| State | PA | State |
| ZIP Code | 19003 | ZIPCode |
| 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 (47 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| 826CHI | ||||||||
| 1331 N MILWAUKEE AVE | CHICAGO | IL | 60622 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 | |
| ACCESS COMMUNITY HEALTH | ||||||||
| 600 WEST FULTON STREET SUITE 200 | CHICAGO | IL | 60661 | NONE | PUBLIC CHARITY | EARLY LITERACY IN WESTERN COOK COUNTY | $5,000 | |
| ALLENTOWN PUBLIC LIBRARY | ||||||||
| 1210 HAMILTON STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $25,000 | |
| ALLENTOWN SCHOOL DISTRICT | ||||||||
| 31 S PENN STREET PO BOX 328 | ALLENTOWN | PA | 18105 | NONE | PUBLIC CHARITY | AN ALLENTOWN ADVENTURE | $7,500 | |
| ASSOCIATION HOUSE OF CHICAGO | ||||||||
| 1116 N KEDZIE AVENUE | CHICAGO | IL | 60651 | NONE | PUBLIC CHARITY | EL CUARTO ANO HIGH SCHOOL | $5,000 | |
| BOYS & GIRLS CLUB OF ALLENTOWN | ||||||||
| 720 NORTH 6TH STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | LITERACY 4 R YOUTH | $10,000 | |
| BOYS & GIRLS CLUB OF BRATTLEBORO | ||||||||
| 17 FLAT ST | BRATTLEBORO | VT | 05301 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 | |
| CASA CENTRAL | ||||||||
| 1343 N CALIFORNIA AVENUE | CHICAGO | IL | 60622 | NONE | PUBLIC CHARITY | EARLY INTERVENTION CERTIFIED NURSING ASSISTANT TRAINING PROGRAM | $10,000 | |
| CHANGING WORLDS | ||||||||
| 329 W 18TH STREET 506 | CHICAGO | IL | 60616 | NONE | PUBLIC CHARITY | ARTS, CULTURAL, AND LITERARY CONNECTIONS (ACL) | $2,500 | |
| CIVIC THEATRE OF ALLENTOWN PA | ||||||||
| 527 N 19TH STREET | ALLENTOWN | PA | 18104 | NONE | PUBLIC CHARITY | CAT IN THE HAT AND FRIENDS | $3,000 | |
| 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 | COMMUNITY SCHOOL PROGRAM | $10,000 | |
| COMMUNITY BIKE WORKS | ||||||||
| 235 NORTH MADISON STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | SPONSOR SIX CHILDREN FOR ONE YEAR | $6,250 | |
| COMMUNITY SERVICES FOR CHILDREN INC | ||||||||
| 1520 HANOVER AVENUE | BETHLEHEM | PA | 18109 | NONE | PUBLIC CHARITY | NEW CENTER FOR ABUSED INFANTS AND TODDLERS CALLED SAFESTART GIVES CHILDREN AND THEIR FAMILIES A FUTURE. | $50,000 | |
| DEVEREUX FOUNDATION | ||||||||
| 444 DEVEREUX DRIVE | VILLANOVA | PA | 19085 | NONE | PUBLIC CHARITY | CENTER FOR RESILIENT CHILDREN | $15,000 | |
| ERIE NEIGHBORHOOD HOUSE | ||||||||
| 1701 W SUPERIOR ST | CHICAGO | IL | 60622 | NONE | PUBLIC CHARITY | PATHWAYS TO SUCCESS (PTS) | $7,500 | |
| EVERYBODY WINS VERMONT | ||||||||
| PO BOX 34 | MONTPELIER | VT | 05601 | NONE | PUBLIC CHARITY | WHITE RIVER JUNCTION POWER LUNCH | $7,000 | |
| GIRL SCOUTS OF EASTERN PENNSYLVANIA | ||||||||
| 330 MANOR ROAD | MIQUON | PA | 19444 | NONE | PUBLIC CHARITY | THE FUNDED TROOP PROGRAM | $5,000 | |
| GOOD BEGINNINGS OF THE UPPER VALLEY | ||||||||
| PO BOX 5054 | WEST LEBANON | NH | 03784 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $8,000 | |
| ICAC ILLINOIS COLLEGE ADVISING CORPS | ||||||||
| 809 SOUTH MARSHFIELD AVENUE 2ND | CHICAGO | IL | 606127203 | NONE | PUBLIC CHARITY | RICH CAMPUS ADVISER SUPPORT | $20,500 | FLOOR |
| JUDITH'S READING ROOM | ||||||||
| PO BOX 20711 | LEHIGH VALLEY | PA | 180020711 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 | |
| JUNIOR ACHIEVEMENT OF SOUTH CENTRAL PENNSYLVANIA | ||||||||
| 610 SOUTH GEORGE STREET | YORK | PA | 17401 | NONE | PUBLIC CHARITY | JA OUTREACH TO THE SCHOOL DISTRICT OF THE CITY OF YORK | $10,000 | |
| KIDSPEACE CORPORATION | ||||||||
| 4085 INDEPENDENCE DRIVE | SCHNECKSVILLE | PA | 18078 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $25,000 | |
| LEHIGH VALLEY CHILDREN'S CENTERS INC | ||||||||
| 1501 LEHIGH STREET SUITE 208 | ALLENTOWN | PA | 181033892 | NONE | PUBLIC CHARITY | LVCC EARLY EDUCATION SCHOLARSHIP FUND | $10,000 | |
| LEHIGH VALLEY SUMMERBRIDGE | ||||||||
| 4313 GREEN POND ROAD | BETHLEHEM | PA | 18020 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 | |
| MARTIN LIBRARY ASSOCIATION | ||||||||
| 159 EAST MARKET STREET | YORK | PA | 17401 | NONE | PUBLIC CHARITY | LEAP INTO SCIENCE | $8,000 | |
| MONTSHIRE MUSEUM OF SCIENCE | ||||||||
| ONE MONTSHIRE ROAD | NORWICH | VT | 05055 | NONE | PUBLIC CHARITY | BUILDING SCIENCE EDUCATION INFRASTRUCTURE IN RURAL SCHOOLS THROUGH CURRICULUM DEVELOPMENT AND TEACHER PROFESSIONAL DEVELOPMENT | $15,000 | |
| NORTHAMPTON COMMUNITY COLLEGE FOUNDATION | ||||||||
| 3835 GREEN POND ROAD | BETHLEHEM | PA | 18020 | NONE | PUBLIC CHARITY | ADULT LITERACY AND BASIC WORKFORCE DEVELOPMENT | $5,000 | |
| NORTHEAST MINISTRY | ||||||||
| 1161 FRITZ DRIVE PO BOX 1463 | BETHLEHEM | PA | 18017 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 | |
| ONEGOAL | ||||||||
| 215 W SUPERIOR SUITE 700 | CHICAGO | IL | 60654 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 | |
| PEACE CORNER YOUTH CENTER | ||||||||
| PO BOX 440113 | CHICAGO | IL | 60644 | NONE | PUBLIC CHARITY | AFTER-SCHOOL AND SUMMER YOUTH PROGRAM | $10,000 | |
| PENNSYLVANIA PARTNERSHIPS FOR CHILDREN | ||||||||
| 116 PINE ST SUITE 430 | HARRISBURG | PA | 17101 | NONE | PUBLIC CHARITY | ADVOCACY FOR EARLY CHILDHOOD EDUCATION | $15,000 | |
| PERFORMING ARTS FOR CHILDREN | ||||||||
| PO BOX 134 | YORK | PA | 17405 | NONE | PUBLIC CHARITY | STAGE THE PAGE | $3,000 | |
| PINEBROOK FAMILY SERVICES | ||||||||
| 402 NORTH FULTON STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | MAKING THE GRADE | $5,000 | |
| PROVIDENCE ST MEL SCHOOL | ||||||||
| 119 SOUTH CENTRAL PARK BLVD | CHICAGO | IL | 60624 | NONE | PUBLIC CHARITY | RESPONSE TO INTERVENTION PROGRAM (RTI) | $7,000 | |
| SALVATION ARMY | ||||||||
| 50 EAST KING STREET | YORK | PA | 17401 | NONE | PUBLIC CHARITY | YOUTH SERVICES/BRIDGING THE GAP | $8,000 | |
| ST LUKE'S NEIGHBORHOOD CENTER | ||||||||
| 435 N 7TH STREET | ALLENTOWN | PA | 18102 | NONE | PUBLIC CHARITY | YOUTH PROGRAMMING | $5,000 | |
| ST LUKE'S UNIVERSITY HEALTH NETWORK | ||||||||
| DONEGAN FAMILY CENTER 801 OSTRUM | BETHLEHEM | PA | 18015 | NONE | PUBLIC CHARITY | REACH OUT AND READ AT KIDSCARE MEDICAL CLINIC | $5,000 | STREET |
| THE DA VINCI DISCOVERY CENTER OF SCIENCE & TECHNOLOGY | ||||||||
| 3145 HAMILTON BOULEVARD BYPASS | ALLENTOWN | PA | 18103 | NONE | PUBLIC CHARITY | BUILDING A STEM WORKFORCE IN THE LEHIGH VALLEY | $25,000 | |
| THE DREAM PROGRAM INC | ||||||||
| PO BOX 361 | WINOOSKI | VT | 05404 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 | |
| UNITED WAY OF THE GREATER LEHIGH VALLEY | ||||||||
| 1110 AMERICAN PARKWAY NE | ALLENTOWN | PA | 18109 | NONE | PUBLIC CHARITY | COMPASS COMMUNITY SCHOOL - MCKINLEY ELEMENTARY SCHOOL, ALLENTOWN, PA | $10,000 | |
| UNITED WAY OF YORK COUNTY | ||||||||
| 800 EAST KING STREET | YORK | PA | 17403 | NONE | PUBLIC CHARITY | FOCUS - READY FREDDY | $10,000 | |
| VERMONT HUMANITIES COUNCIL | ||||||||
| 11 LOOMIS STREET | MONTPELIER | VT | 05602 | NONE | PUBLIC CHARITY | NEVER TOO EARLY | $7,000 | |
| VERMONT INSTITUTE OF NATURAL SCIENCE | ||||||||
| 6565 WOODSTOCK ROAD PO BOX 1281 | QUECHEE | VT | 05059 | NONE | PUBLIC CHARITY | ENVIRONMENTAL LITERACY SCHOLARSHIP FUND | $5,000 | |
| YORK COUNTY LITERACY COUNCIL | ||||||||
| 800 E KING STREET | YORK | PA | 17403 | NONE | PUBLIC CHARITY | EMPOWERING ADULTS AND FAMILIES WITH LITERACY SKILLS FOR FLIE | $10,000 | |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF YORK (YWCA YORK) | ||||||||
| 320 EAST MARKET STREET | YORK | PA | 17403 | NONE | PUBLIC CHARITY | EARLY LEARNING CENTER | $5,000 | |
| THE POSSE FOUNDATION | ||||||||
| 111 WEST JACKSON BLVD SUITE 1900 | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | POSSE CHICAGO | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $460,250 | 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 | $310,004 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$35,804 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $274,200 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $274,200 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BNY MELLON | AT COST | $5,070,014 | $5,762,916 |
| HAVERFORD TRUST | AT COST | $1,795,076 | $2,732,754 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSE | $842 | $0 | $0 | $842 |
| WEBSITE EXPENSE | $313 | $0 | $0 | $313 |
| INSURANCE EXPENSE | $750 | $0 | $0 | $750 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COST BASIS ADJUSTMENT | Description |
| Amount | $694,694 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOUNDATION MANAGEMENT | $44,100 | $26,460 | $0 | $17,640 |
| INVESTMENT MANAGEMENT | $2,700 | $2,700 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| 990-PF | $2,670 | $0 | $0 | $0 |
| FOREIGN TAXES | $529 | $529 | $0 | $0 |
Comments