Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
DONLEY FOUNDATION-UD DTD 12-8-86
 
Number and street (or P.O. box number if mail is not delivered to street address)16 E LANCASTER AVE NO 102
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ARDMORE, PA19003
A Employer identification number

23-6859909
B Telephone number (see instructions)

(610) 896-3868
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$11,036,735J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 145,634
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 253,143 253,143  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 86,862
b Gross sales price for all assets on line 6a 3,013,037
7 Capital gain net income (from Part IV, line 2)... 86,862
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -22,390 81,570 0
12 Total. Add lines 1 through 11........ 463,249 421,575 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,450 0 0 0
c Other professional fees (attach schedule).... Click to see attachment 124,112 83,965 0 20,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 37,314 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 13,149 0 0 13,149
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 5,450 0 0 5,450
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 184,475 83,965 0 38,599
25 Contributions, gifts, grants paid....... 619,668 619,668
26 Total expenses and disbursements. Add lines 24 and 25 804,143 83,965 0 658,267
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -340,894
b Net investment income (if negative, enter -0-) 337,610
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 611,646 191,269 191,269
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 10,643,847 Click to see attachment10,719,217 10,845,466
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,255,493 10,910,486 11,036,735
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 11,255,493 10,910,486
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see instructions)..... 11,255,493 10,910,486
31 Total liabilities and net assets/fund balances (see instructions). 11,255,493 10,910,486
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
11,255,493
2
Enter amount from Part I, line 27a .....................
2
-340,894
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,914,599
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
4,113
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
10,910,486
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a HAVERFORD TRUST ACCOUNT 108430E8809 P 2001-01-01 2015-12-31
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 3,013,037   2,926,175 86,862
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       86,862
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 86,862
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 0
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 618,971 10,846,439 0.057067
2013 501,372 8,130,004 0.061669
2012 484,776 7,797,550 0.062170
2011 460,945 8,074,220 0.057088
2010 394,897 7,796,567 0.050650
2
Total of line 1, column (d) .....................
20.288644
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.057729
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
11,428,092
5
Multiply line 4 by line 3......................
5
659,732
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,376
7
Add lines 5 and 6........................
7
663,108
8
Enter qualifying distributions from Part XII, line 4.............
8
658,267
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 6,752
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 6,752
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,752
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 19,800
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 19,800
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 13,048
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet6,760 RefundedBullet 11 6,288
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.DONLEYFOUNDATION.ORG
    14
    The books are in care ofbulletDAPHNE ROWE Telephone no.bullet (610) 896-3868

    Located atbulletPEMBROKE ADV 16 E LANCASTER AVE STE102ARDMOREPA ZIP+4bullet19003
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MARTHA DONLEY ROBB CHAIR
    1.00     		0 0 1,669
    16 E LANCASTER AVENUE SUITE 102
    ARDMORE,PA19003
    JOHN W DONLEY ESQ TRUSTEE
    1.00     		0 0 5,279
    16 E LANCASTER AVENUE SUITE 102
    ARDMORE,PA19003
    THOMAS E DONLEY ESQ TRUSTEE
    1.00     		0 0 1,589
    16 E LANCASTER AVENUE SUITE 102
    ARDMORE,PA19003
    JENNIFER DONLEY CONVEY TRUSTEE
    1.00     		0 0 595
    16 E LANCASTER AVENUE SUITE 102
    ARDMORE,PA19003
    EDWARD S DONLEY TRUSTEE
    1.00     		0 0 1,345
    16 E LANCASTER AVENUE SUITE 102
    ARDMORE,PA19003
    W GAVIN ROBB TRUSTEE
    1.00     		0 0 1,116
    16 E LANCASTER AVENUE SUITE 102
    ARDMORE,PA19003
    CATIE SKEHAN TRUSTEE
    1.00     		0 0 0
    16 E LANCASTER AVENUE SUITE 102
    ARDMORE,PA19003
    ANDREW ROBB TRUSTEE
    1.00     		0 0 0
    16 E LANCASTER AVENUE SUITE 102
    ARDMORE,PA19003
    CARA DONLEY TRUSTEE
    1.00     		0 0 0
    16 E LANCASTER AVENUE SUITE 102
    ARDMORE,PA19003
    EDWARD J DONLEY TRUSTEE EMERITUS
    1.00     		0 0 930
    16 E LANCASTER AVENUE SUITE 102
    ARDMORE,PA19003
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    11,322,063
    b
    Average of monthly cash balances.......................
    1b
    280,061
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,602,124
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    11,602,124
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    174,032
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,428,092
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    571,405
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    571,405
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    6,752
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,752
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    564,653
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    564,653
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    564,653
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    658,267
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    658,267
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    658,267
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 564,653
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 6,286
    b From 2011...... 77,609
    c From 2012...... 101,267
    d From 2013...... 100,116
    e From 2014...... 116,241
    fTotal of lines 3a through e........ 401,519
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 658,267
    a Applied to 2014, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2015 distributable amount..... 564,653
    e Remaining amount distributed out of corpus 93,614
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 495,133
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		6,286
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		488,847
    10 Analysis of line 9:
    a Excess from 2011.... 77,609
    b Excess from 2012.... 101,267
    c Excess from 2013.... 100,116
    d Excess from 2014.... 116,241
    e Excess from 2015.... 93,614
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    DONLEY FOUNDATION CO DAPHNE ROWE
    16 E LANCASTER AVENUE
    ARDMORE,PA19003
    (610) 896-3868
    DROWE@PEMBROKEPHILANTHROPY.NET
    bThe form in which applications should be submitted and information and materials they should include:
    PLEASE VISIT WWW.DONLEYFOUNDATION.ORG
    cAny submission deadlines:
    MARCH 15 AND SEPTEMBER 15
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    826CHI
    1331 N MILWAUKEE AVE
    CHICAGO,IL60622     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5,000
    ACCESS COMMUNITY HEALTH NETWORK
    600 WEST FULTON STREET SUITE 200
    CHICAGO,IL60661     		NONE PUBLIC CHARITY EARLY LITERACY IN WESTERN COOK COUNTY: REACH OUT AND READ 5,000
    ALLENTOWN PUBLIC LIBRARY
    1210 HAMILTON STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 20,000
    ALLENTOWN SCHOOL DISTRICT (ASD) FOUNDATION
    31 S PENN STREET PO BOX 328
    ALLENTOWN,PA18105     		NONE PUBLIC CHARITY AN ALLENTOWN ADVENTURE 5,000
    ASSOCIATION HOUSE OF CHICAGO
    1116 N KEDZIE AVENUE
    CHICAGO,IL60651     		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,PA180020624     		NONE PUBLIC CHARITY URBAN SCOUTING 5,000
    BOYS & GIRLS CLUB OF ALLENTOWN
    720 NORTH 6TH STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY MAKE YOUR MARK (MOTIVATED ACADEMICALLY READY KIDS) 10,000
    CASA CENTRAL
    1343 N CALIFORNIA AVENUE
    CHICAGO,IL60622     		NONE PUBLIC CHARITY EARLY INTERVENTION CNA TRAINING PROGRAM 10,000
    CASE GUADALUPE CENTER
    218 NORTH SECOND STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY PA'LANTE EDUCATION PROGRAM 10,000
    CATHOLIC CHARITIES NEW HAMPSHIRE
    215 MYRTLE STREET
    MANCHESTER,NH031044354     		NONE PUBLIC CHARITY BASIC FINANCIAL FITNESS 5,368
    CATHOLIC CHARITIES OF THE ARCHDIOCESE OF CHICAGO
    1100 S MAY STREET
    CHICAGO,IL60607     		NONE PUBLIC CHARITY ST MARY OF CELLE FAMILY STRENGTHENING CENTER 7,500
    CEDAR CREST COLLEGE
    100 COLLEGE DRIVE
    ALLENTOWN,PA18104     		NONE PUBLIC CHARITY SCHOLARSHIP SUPPORT 2,000
    CENTRAL VERMONT ADULT BASIC EDUCATION
    46 WASHINGTON STREET SUITE 100
    BARRE,VT05641     		NONE PUBLIC CHARITY CVABE'S FUNCTIONAL LITERACY PROGRAM 5,000
    CHANGING WORLDS
    329 W 18TH STREET 506
    CHICAGO,IL60616     		NONE PUBLIC CHARITY ARTS, CULTURAL AND LITERACY (ACL) 5,000
    CHILDREN'S LITERACY INITIATIVE (CLI)
    2314 MARKET ST
    PHILADELPHIA,PA19103     		NONE PUBLIC CHARITY CHICAGO EARLY LITERACY PROJECT 10,000
    CLUSTER TUTORING PROGRAM
    5460 W AUGUSTA BLVD
    CHICAGO,IL60651     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5,000
    COMMUNITIES IN SCHOOLS OF THE LEHIGH VALLEY INC
    1501 LEHIGH ST SUITE 206
    ALLENTOWN,PA18103     		NONE PUBLIC CHARITY INTEGRATED STUDENT SERVICES 10,000
    COMMUNITY BIKE WORKS
    235 NORTH MADISON STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY JUNIOR EARN-A-BIKE 6,000
    COMMUNITY SERVICES FOR CHILDREN INC
    1520 HANOVER AVENUE
    BETHLEHEM,PA18109     		NONE PUBLIC CHARITY SAFE/START-NEW CENTER FOR ABUSED INFANTS 50,000
    EAST VILLAGE YOUTH PROGRAM
    3643 W BELMONT ST
    CHICAGO,IL60618     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5,000
    ERIE NEIGHBORHOOD HOUSE
    1701 W SUPERIOR ST
    CHICAGO,IL60622     		NONE PUBLIC CHARITY PATHWAYS TO SUCCESS 7,500
    GIRL SCOUTS OF EASTERN PENNSYLVANIA
    330 MANOR ROAD
    MIQUON,PA19444     		NONE PUBLIC CHARITY THE FUNDED INITIATIVE PROGRAM 7,500
    GOOD BEGINNINGS OF THE UPPER VALLEY
    PO BOX 5054
    WEST LEBANON,NH03784     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 10,000
    COLLEGE ADVISING CORPS
    809 SOUTH MARSHFIELD AVENUE 2ND
    FLOOR
    CHICAGO,IL606127203     		NONE PUBLIC CHARITY RICH CAMPUS ADVISER SUPPORT 14,000
    HISPANIC CENTER LEHIGH VALLEY
    520 EAST FOURTH STREET
    BETHLEHEM,PA18015     		NONE PUBLIC CHARITY COMMUNITY EMPOWERMENT 5,000
    HOUSING ASSOCIATION & DEVELOPMENT CORP
    513 W CHEW STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY YOUTHBUILD ALLENTOWN 10,000
    HOUSTON INDEPENDENT SCHOOL DISTRICT FDN
    4400 WEST 18TH STREET
    HOUSTON,TX77092     		NONE PUBLIC CHARITY BOOKS FOR BROOKLINE BOBCATS 2,000
    JUNIOR ACHIEVEMENT OF SOUTH CENTRAL PENNSYLVANIA
    610 SOUTH GEORGE STREET
    YORK,PA17401     		NONE PUBLIC CHARITY K-6 PROGRAMMING FOR THE SCHOOL 10,000
    LAWRENCE TECHNICAL UNIVERSITY
    21000 WEST TEN MILE ROAD
    SOUTHFIELD,MI480751058     		NONE PUBLIC CHARITY DONLEY STEM SCHOLARSHIP 100,000
    LEHIGH CARBON COMMUNITY COLLEGE FND
    4525 EDUCATION PARK DRIVE
    SCHNECKSVILLE,PA18078     		NONE PUBLIC CHARITY PRE-GED FOR ESL RESIDENTS 10,000
    LEHIGH VALLEY CHILDREN'S CENTERS INC
    1501 LEHIGH STREET SUITE 208
    ALLENTOWN,PA181033892     		NONE PUBLIC CHARITY LVCC SCHOLARSHIP PROGRAM 10,000
    LITERACY WORKS
    6216 N CLARK STREET
    CHICAGO,IL60661     		NONE PUBLIC CHARITY WEST SIDE COMMUNITY LITERACY 5,000
    MARTIN LIBRARY ASSOCIATION
    159 EAST MARKET STREET
    YORK,PA17401     		NONE PUBLIC CHARITY LEAP INTO SCIENCE 10,000
    MONTSHIRE MUSEUM OF SCIENCE
    ONE MONTSHIRE ROAD
    NORWICH,VT05055     		NONE PUBLIC CHARITY DEVELOPING EXCEPTIONAL SCIENCE 15,000
    MORAVIAN ACADEMY
    4313 GREEN POND ROAD
    BETHLEHEM,PA18020     		NONE PUBLIC CHARITY LEHIGH VALLEY SUMMERBRIDGE 5,000
    NEW VENTURE FUND
    1201 CONNECTICUT AVE NW SUITE 300
    WASHINGTON,DC20036     		NONE PUBLIC CHARITY BUILDING 21 ALLENTOWN 10,000
    NORTHEAST MINISTRY
    1161 FRITZ DRIVE PO BOX 1463
    BETHLEHEM,PA18017     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5,000
    OAK PARK & RIVER FOREST INFANT WELFARE
    324 LAKE STREET
    OAK PARK,IL60302     		NONE PUBLIC CHARITY THE CHILDREN'S CLINIC IWS 2,800
    ONEGOAL
    215 W SUPERIOR SUITE 700
    CHICAGO,IL60654     		NONE PUBLIC CHARITY ONE GOAL US EMPOWERED 10,000
    PEACE CORNER YOUTH CENTER
    PO BOX 440113
    CHICAGO,IL60644     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 10,000
    PENNSYLVANIA ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN (PENNAEYC)
    415 MARKET STREET SUITE 206
    HARRISBURG,PA17101     		NONE PUBLIC CHARITY PRE-K FOR PA (LEHIGH AND YORK COUNTIES) 10,000
    PENNSYLVANIA PARTNERSHIPS FOR CHILDREN
    116 PINE ST SUITE 430
    HARRISBURG,PA17101     		NONE PUBLIC CHARITY PRE-K FOR PA CAMPAIGN 15,000
    PINEBROOK FAMILY ANSWERS
    402 NORTH FULTON STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY PINEBROOK FAMILY SERVICES 5,000
    PROMISE NEIGHBORHOODS OF THE LEHIGH VALLEY
    1101 HAMILTON STREET SUITE 345
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY HOME-BASED FAMILY CHILD CARE PROVIDER 10,000
    SALVATION ARMY
    50 EAST KING STREET
    YORK,PA17401     		NONE PUBLIC CHARITY YOUTH SERVICES/BRIDGING THE GAP 8,000
    SPARK PROGRAM INC
    223 W JACKSON BLVD SUITE 520
    CHICAGO,IL60606     		NONE PUBLIC CHARITY SPARK CHICAGO WEST SIDE YOUTH APPRENTICESHIP PROGRAM 5,000
    ST JOSEPH SERVICES
    1501 N OAKLEY BLVD
    CHICAGO,IL60622     		NONE PUBLIC CHARITY USCCB GROUP RULING 8,000
    ST LUKE'S NEIGHBORHOOD CENTER
    435 N 7TH STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5,000
    ST LUKE'S UNIVERSITY HEALTH NETWORK
    DONEGAN FAMILY CENTER 801 OSTRUM
    STREET
    BETHLEHEM,PA18015     		NONE PUBLIC CHARITY IMPROVING LITERACY AT CLEVELAND ELEMENTARY SCHOOL 3,000
    THE DREAM PROGRAM INC
    PO BOX 361
    WINOOSKI,VT05404     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 10,000
    THE LITERACY CENTER
    801 HAMILTON MALL SUITE 201
    ALLENTOWN,PA181012420     		NONE PUBLIC CHARITY ESL INSTRUCTION 10,000
    THE POSSE FOUNDATION
    111 WEST JACKSON BLVD SUITE 1900
    CHICAGO,IL60604     		NONE PUBLIC CHARITY POSSE CHICAGO 10,000
    UNITED WAY OF THE GREATER LEHIGH VALLEY
    1110 AMERICAN PARKWAY NE
    ALLENTOWN,PA18109     		NONE PUBLIC CHARITY PARTNERSHIPS TO ACHIEVE SUCCESS 10,000
    UNITED WAY OF YORK COUNTY
    800 EAST KING STREET
    YORK,PA17403     		NONE PUBLIC CHARITY FOCUS-READY FREDDY 10,000
    UPPER VALLEY HAVEN INC
    713 HARTFORD AVENUE
    WHITE RIVER JUNCTION,VT05001     		NONE PUBLIC CHARITY CHILDREN'S SERVICES PROGRAM 10,000
    VALLEY YOUTH HOUSE COMMITTEE INC
    829 W LINDEN STREET
    ALLENTOWN,PA18101     		NONE PUBLIC CHARITY DONLEY SCHOLARSHIP FUND 10,000
    VERMONT HUMANITIES COUNCIL
    11 LOOMIS STREET
    MONTPELIER,VT05602     		NONE PUBLIC CHARITY NEVER TOO EARLY 9,000
    VERMONT INSTITUTE OF NATURAL SCIENCE
    6565 WOODSTOCK ROAD PO BOX 1281
    QUECHEE,VT05059     		NONE PUBLIC CHARITY ENVIRONMENTAL EDUCATION SCHOLARSHIP FUND 10,000
    YORK COUNTY LITERACY COUNCIL
    800 E KING STREET
    YORK,PA17403     		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,PA17403     		NONE PUBLIC CHARITY QUANTUM OPPORTUNITIES PROGRAM 5,000
    Total .................................bullet 3a 619,668
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		         
    4 Dividends and interest from securities....     14 253,143  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....     14 81,570  
    8
    Gain or (loss) from sales of assets other than inventory ............     		    14 86,862  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 421,575 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13421,575
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    DONLEY FOUNDATION-UD DTD 12-8-86
     
    Employer identification number

    23-6859909
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    DONLEY FOUNDATION-UD DTD 12-8-86
          		Employer identification number
    23-6859909
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    EDWARD J DONLEY  
    C/O KIRKLAND VILLAGE 1 KIRKLAND VIL
     
    BETHLEHEM, PA18017

    		$ 145,634


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    DONLEY FOUNDATION-UD DTD 12-8-86
          		Employer identification number

    23-6859909
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 MEDTRONIC INC, 5000 SH $ 145,634 2015-01-26
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    DONLEY FOUNDATION-UD DTD 12-8-86
          		Employer identification number

    23-6859909
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 AccountingFeesSchedule
    Name:
    DONLEY FOUNDATION-UD DTD 12-8-86
    EIN:
    23-6859909
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 4,450 0 0 0

    TY 2015 InvestmentsOtherSchedule2
    Name:
    DONLEY FOUNDATION-UD DTD 12-8-86
    EIN:
    23-6859909
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    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

    TY 2015 OtherDecreasesSchedule
    Name:
    DONLEY FOUNDATION-UD DTD 12-8-86
    EIN:
    23-6859909
    Description Amount
    COST BASIS ADJUSTMENT 4,113


    TY 2015 OtherExpensesSchedule
    Name:
    DONLEY FOUNDATION-UD DTD 12-8-86
    EIN:
    23-6859909
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    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


    TY 2015 OtherIncomeSchedule2
    Name:
    DONLEY FOUNDATION-UD DTD 12-8-86
    EIN:
    23-6859909
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP LOSS -22,390 81,570 0


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    DONLEY FOUNDATION-UD DTD 12-8-86
    EIN:
    23-6859909
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOUNDATION MANAGEMENT 50,000 30,000 0 20,000
    INVESTMENT MANAGEMENT 53,965 53,965 0 0
    OTHER 20,147 0 0 0


    TY 2015 TaxesSchedule
    Name:
    DONLEY FOUNDATION-UD DTD 12-8-86
    EIN:
    23-6859909
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF 37,314 0 0 0
    FOREIGN TAXES 0 0 0 0