Form990-PF
Click to see attachment

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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
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)150 N RADNOR CHESTER ROAD NO A110
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RADNOR, PA19087
A Employer identification number

23-6859909
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$26,760,654J 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) 14,703,112
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 726,153 726,490  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 53,005
b Gross sales price for all assets on line 6a 4,197,243
7 Capital gain net income (from Part IV, line 2)... 98,009
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 132,704 31  
12 Total. Add lines 1 through 11........ 15,614,974 824,530  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 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 3,830 1,450   2,380
c Other professional fees (attach schedule).... Click to see attachment 272,402 142,919   129,483
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,500 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 31,411 0   31,411
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 46,662 49,218   6,566
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 358,805 193,587   169,840
25 Contributions, gifts, grants paid....... 879,850 879,850
26 Total expenses and disbursements. Add lines 24 and 25 1,238,655 193,587   1,049,690
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 14,376,319
b Net investment income (if negative, enter -0-) 630,943
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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......... 312,236 792,082 792,082
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) 335,210 Click to see attachment1,499,519 1,479,652
b Investments—corporate stock (attach schedule)....... 8,468,719 Click to see attachment21,058,212 22,638,187
c Investments—corporate bonds (attach schedule)....... 1,525,234 Click to see attachment1,667,905 1,660,106
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 307,473 Click to see attachment190,627 190,627
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) 10,948,872 25,208,345 26,760,654
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 Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 10,948,872 25,208,345
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 10,948,872 25,208,345
31 Total liabilities and net assets/fund balances (see instructions). 10,948,872 25,208,345
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
10,948,872
2
Enter amount from Part I, line 27a .....................
2
14,376,319
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
25,325,191
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
116,846
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
25,208,345
Form 990-PF (2018)
Form 990-PF (2018)
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 PUBLICLY TRADED SECURITIES      
b LP EIN 16-1676738 LONG-TERM CAPITAL GAIN      
c LP EIN 20-3663487 SHORT-TERM CAPITAL GAIN      
d LP EIN 20-3663487 LONG-TERM CAPITAL GAIN      
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 4,197,243   4,144,238 53,005
b 38,388     38,388
c 50     50
d 6,566     6,566
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       53,005
b       38,388
c       50
d       6,566
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 98,009
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  
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))
2017 663,896 11,969,420 0.055466
2016 715,142 11,239,698 0.063626
2015 658,267 11,428,092 0.057601
2014 618,971 10,846,439 0.057067
2013 501,372 8,130,004 0.061669
2
Total of line 1, column (d) .....................
2
0.295429
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.059086
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
26,746,231
5
Multiply line 4 by line 3......................
5
1,580,328
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
6,309
7
Add lines 5 and 6........................
7
1,586,637
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,049,690
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 12,619
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 12,619
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 12,619
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 3,133
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,133
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 84
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 5,430
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet5,430 RefundedBullet 11 0
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 2018 or the taxable year beginning in 2018? See the 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. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 PEMBROKE PHILANTHROPY Telephone no.bullet (610) 896-3868

    Located atbullet150 N RADNOR CHESTER ROAD SUITEA110RADNORPA ZIP+4bullet19087
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    JOHN W DONLEY ESQ CHAIR
    1.00     		0 0 0
    150 N RADNOR CHESTER ROAD SUITE
    A110
    RADNOR,PA19087
    THOMAS E DONLEY ESQ TRUSTEE
    1.00     		0 0 0
    150 N RADNOR CHESTER ROAD SUITE
    A110
    RADNOR,PA19087
    MARTHA DONLEY ROBB TRUSTEE
    1.00     		0 0 0
    150 N RADNOR CHESTER ROAD SUITE
    A110
    RADNOR,PA19087
    JENNIFER DONLEY CONVEY TRUSTEE
    1.00     		0 0 0
    150 N RADNOR CHESTER ROAD SUITE
    A110
    RADNOR,PA19087
    CARA DONLEY TRUSTEE
    1.00     		0 0 0
    150 N RADNOR CHESTER ROAD SUITE
    A110
    RADNOR,PA19087
    EDWARD S DONLEY TRUSTEE
    1.00     		0 0 0
    150 N RADNOR CHESTER ROAD SUITE
    A110
    RADNOR,PA19087
    W GAVIN ROBB TRUSTEE
    1.00     		0 0 0
    150 N RADNOR CHESTER ROAD SUITE
    A110
    RADNOR,PA19087
    CANTRELL DONLEY SKEHAN TRUSTEE
    1.00     		0 0 0
    150 N RADNOR CHESTER ROAD SUITE
    A110
    RADNOR,PA19087
    PEMBROKE - DAPHNE ROWE EXECUTIVE DIRECTOR
    10.00     		0 0 0
    150 N RADNOR CHESTER ROAD SUITE
    A110
    RADNOR,PA19087
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
    HAVERFORD QUALITY INVESTING INVESTMENT MANAGEMENT 130,919
    THREE RADNOR CORP CTR STE 450
    RADNOR,PA190874546
    PEMBROKE PHILANTHROPY ADVISORS FOUNDATION MANAGEMENT 120,000
    150 N RADNOR CHESTER RD STE A110
    RADNOR,PA19087
    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 (2018)
    Form 990-PF (2018)
    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
    26,172,394
    b
    Average of monthly cash balances.......................
    1b
    790,513
    c
    Fair market value of all other assets (see instructions)................
    1c
    190,627
    d
    Total (add lines 1a, b, and c).........................
    1d
    27,153,534
    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
    27,153,534
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    407,303
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    26,746,231
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,337,312
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,337,312
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    12,619
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    12,619
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,324,693
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,324,693
    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
    1,324,693
    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
    1,049,690
    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
    1,049,690
    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
    1,049,690
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 1,324,693
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 100,116
    b From 2014...... 116,241
    c From 2015...... 93,614
    d From 2016...... 157,559
    e From 2017...... 71,351
    fTotal of lines 3a through e........ 538,881
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,049,690
    a Applied to 2017, 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 2018 distributable amount..... 1,049,690
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 275,003 275,003
    (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 5 263,878
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		263,878
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015.... 34,968
    c Excess from 2016.... 157,559
    d Excess from 2017.... 71,351
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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
    150 NORTH RADNOR CHESTER ROAD SUITE
    A110
    RADNOR,PA19087
    (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 TO APPLY. THE FOLLOWING INFORMATION IS REQUIRED: 1. NAME AND PURPOSE OF THE APPLICANT ORGANIZATION 2. PURPOSE OF THE GRANT 3. SPECIAL NATURE OF THE PROJECT WITH EMPHASIS ON ITS INNOVATIVE QUALITIES AND POTENTIAL IMPACT 4. LEADERSHIP INVOLVED IN THE PROJECT 5. AMOUNT OF FUNDS REQUESTED; AMOUNT OF FUNDS NEEDED 6. OTHER FUNDS AVAILABLE OR ANTICIPATED REQUIRED ATTACHMENTS: 1. FINANCIAL REPORTS,INCLUDING MOST RECENT AUDITED ANNUAL REPORT, ANNUAL BUDGET AND BALANCE SHEET 2. LEADERSHIP OF THE ORGANIZATION, INCLUDING BOARD OF TRUSTEES/DIRECTORS 3. DETERMINATION LETTER SHOWING THAT THE ORGANIZATION IS TAX-EXEMPT UNDER SECTION 501(C)(3) AND THAT IT IS NOTA PRIVATE FOUNDATION UNDER SECTION 509(A)OF THE INTERNAL REVENUE CODE.
    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 INTERNAL REVENUE SERVICE CODE 501 (C)(3) AS WELL AS PUBLIC CHARITIES UNDER INTERNAL REVENUE SERVICE CODE 509(A). THE DONLEY FOUNDATION SUPPORTS ORGANIZATIONS IN THE FOLLOWING COMMUNITIES: 1. THE ALLENTOWN-BETHLEHEM AREA OF THE LEHIGH VALLEY, PENNSYLVANIA.(PREVIOUS GRANTEES ONLY, NO NEW APPLICATIONS ARE BEING ACCEPTED FROM THIS REGION.) 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 (2018)
    Form 990-PF (2018)
    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
    1276 N MILWAUKEE AVENUE
    CHICAGO,IL60622     		  PC AMPLIFYING STUDENT VOICES THROUGH PUBLISHING 15,000
    ACCESS COMMUNITY HEALTH NETWORK
    600 WEST FULTON STREET
    CHICAGO,IL606611259     		  PC ADVANCING EARLY LITERACY IN WESTERN COOK COUNTY 5,000
    ALLENTOWN PUBLIC LIBRARY
    1210 HAMILTON STREET
    ALLENTOWN,PA18102     		  PC IMPROVING THE CLIMATE FOR LEARNING 100,000
    ALLENTOWN SCHOOL DISTRICT (ASD) FOUNDATION
    31 S PENN STREET
    ALLENTOWN,PA18105     		  PC TEACHER INNOVATION GRANT (TIG) AWARDS 15,000
    ASSOCIATION HOUSE OF CHICAGO
    1116 N KEDZIE AVENUE
    CHICAGO,IL60651     		  PC ASSOCIATION HOUSE HIGH SCHOOL WRAP-AROUND STUDENT SUPPORT SERVICES 10,000
    BIG BROTHERS BIG SISTERS OF METROPOLITAN CHICAGO
    560 W LANE STREET 5TH FLOOR
    CHICAGO,IL60661     		  PC BIG BROTHERS BIG SISTERS MENTORING PROGRAMS 7,500
    BIG BROTHERS BIG SISTERS OF YORK & ADAMS COUNTIES
    227 WEST MARKET STREET SUITE 102
    YORK,PA17401     		  PC BEYOND SCHOOL WALLS 10,000
    BOY SCOUTS OF AMERICA MINSI TRAILS COUNCIL
    PO BOX 20624
    LEHIGH VALLEY,PA18002     		  PC SCOUTREACH (URBAN SCOUTING) 10,000
    BOY SCOUTS OF AMERICA NEW BIRTH FREEDOM COUNCIL
    1 BADEN POWELL LANE
    MECHANICSBURG,PA17050     		  PC URBAN SCOUTING PROGRAMS IN YORK CITY 5,000
    BOYS & GIRLS CLUB OF ALLENTOWN
    720 N SIXTH STREET
    ALLENTOWN,PA18102     		  PC MAKE YOUR M.A.R.K. (MOTIVATED ACADEMICALLY READY KIDS) 10,000
    BOYS & GIRLS CLUB OF BRATTLEBORO
    17 FLAT STREET
    BRATTLEBORO,VT05301     		  PC OPERATING SUPPORT 5,000
    BY THE HAND CLUB FOR KIDS
    415 N LARAMIE AVENUE
    CHICAGO,IL60638     		  PC BY THE HAND AUSTIN NEIGHBORHOOD SITES 10,000
    CASA CENTRAL
    1343 N CALIFORNIA AVENUE
    CHICAGO,IL60622     		  PC SCHOOL AGE PROGRAM (SAP) AND EARLY LEARNING ACADEMY (ELA) 10,000
    CATHOLIC CHARITIES OF THE ARCHDIOCESE OF CHICAGO
    721 N LASALLE STREET
    CHICAGO,IL60654     		  PC ST. MARY OF CELLE FAMILY STRENGTHENING CENTER 10,000
    CENTRAL VERMONT ADULT BASIC EDUCATION
    46 WASHINGTON STREET SUITE 100
    BARRE,VT05641     		  PC FUNCTIONAL LITERACY PROGRAM 5,000
    CHANGING WORLDS
    329 W 18TH STREET SUITE 506
    CHICAGO,IL60616     		  PC ARTS, CULTURAL, AND LITERACY (ACL) CONNECTIONS IN-SCHOOL PROGRAM 5,000
    THE IWS CHILDREN'S CLINIC
    320 LAKE STREET
    OAK PARK,IL60302     		  PC BOOKS FOR LOW-INCOME CHILDREN 12,000
    CHILDREN'S LITERACY INITIATIVE (CLI)
    990 SPRING GARDEN STREET 4TH FLOOR
    PHILADELPHIA,PA19123     		  PC CHICAGO EARLY LITERACY PROJECT 15,000
    THE CHILDREN'S MUSEUM OF OAK PARK
    6445 W NORTH AVENUE
    OAK PARK,IL60302     		  PC THE FUNDED ADMISSIONS PROGRAM 8,000
    CHRISTOPHER HOUSE
    1611 W DIVISION STREET SUITE 207
    CHICAGO,IL60622     		  PC OPERATING SUPPORT 10,000
    CIVIC THEATRE OF ALLENTOWN PA
    527 N 19TH STREET
    ALLENTOWN,PA18104     		  PC CAPITAL IMPROVEMENT CAMPAIGN: ARTS AND LITERACY COUNCIL OUTREACH PROGRAM 5,000
    CLUSTER TUTORING PROGRAM
    5460 W AUGUSTA BLVD
    CHICAGO,IL60651     		  PC OPERATING SUPPORT 10,000
    COLLEGE POSSIBLE CHICAGO
    215 W SUPERIOR SUITE 300
    CHICAGO,IL60654     		  PC OPERATING SUPPORT 10,000
    COMMUNITIES IN SCHOOLS OF THE LEHIGH VALLEY INC
    739 N 12TH STREET
    ALLENTOWN,PA18102     		  PC LEHIGH VALLEY COMMUNITY SCHOOLS 10,000
    COMMUNITIES UNITED
    4749 N KEDZIE
    CHICAGO,IL60625     		  PC BIKES N' ROSES 10,000
    COMMUNITY BIKE WORKS
    235 N MADISON STREET
    ALLENTOWN,PA18102     		  PC JUNIOR EARN A BIKE 6,500
    COMMUNITY PROGRESS COUNCIL INC
    226 E COLLEGE AVENUE
    YORK,PA17403     		  PC WRAPAROUND CHILD CARE PROGRAM 12,000
    COMMUNITY SERVICES FOR CHILDREN INC
    1520 HANOVER AVENUE
    BETHLEHEM,PA18109     		  PC NEWTON: STEM VIDEO SERIES TRAINING FOR EARLY EDUCATORS 10,000
    CREATIVE LIVES
    194 HOUGHTON HILL ROAD PO BOX 23
    THETFORD,CT05074     		  PC SUMMER VENTURES 10,000
    CRISPUS ATTUCKS ASSOCIATION INC
    605 S DUKE STREET
    YORK,PA17401     		  PC OPERATING SUPPORT 10,000
    THE DA VINCI DISCOVERY CENTER OF SCIENCE & TECHNOLOGY
    3145 HAMILTON BOULEVARD BYPASS
    ALLENTOWN,PA18103     		  PC DA VINCI CHILDREN'S DISCOVERY CENTER: THE EDWARD AND INEZ DONLEY GALLERY FEATURING THE BEST OF DA VINCI EXHIBITS 20,000
    THE DREAM PROGRAM INC (VERMONT)
    PO BOX 361
    WINOOSKI,VT05404     		  PC OPERATING SUPPORT 15,000
    ERIE FAMILY HEALTH FOUNDATION INC
    1701 W SUPERIOR STREET 3RD FLOOR
    CHICAGO,IL60622     		  PC REACH OUT AND READ ACROSS WEST COOK COUNTY AND CHICAGOS WEST SIDE 5,000
    ERIE NEIGHBORHOOD HOUSE
    1701 W SUPERIOR STREET
    CHICAGO,IL60622     		  PC PATHWAYS TO SUCCESS 10,000
    EVERYBODY WINS VERMONT
    PO BOX 34 25 SCHOOL STREET
    MONTPELIER,VT05601     		  PC UPPER VALLEY POWER LUNCH READING MENTORING 10,000
    FOSTER PROGRESS
    4422 N RAVENSWOOD AVENUE
    CHICAGO,IL60640     		  PC FOSTER PROGRESS OPERATING SUPPORT 10,000
    GIRL SCOUTS OF EASTERN PENNSYLVANIA
    2633 MORAVIAN AVENUE
    ALLENTOWN,PA18103     		  PC THE FUNDED INITIATIVES PROGRAM 7,500
    GOOD BEGINNINGS OF THE UPPER VALLEY
    PO BOX 5054
    WEST LEBANON,NH03784     		  PC OPERATING SUPPORT FOR GOOD BEGINNINGS OF THE UPPER VALLEY 10,000
    HOUSING ASSOCIATION & DEVELOPMENT CORPORATION
    513-515 W CHEW STREET
    ALLENTOWN,PA18102     		  PC YOUTHBUILD ALLENTOWN 12,000
    INSIGHT PROJECT FOR KIDS
    1111 N DEARBORN STREET
    CHICAGO,IL60610     		  PC STRESS MANAGEMENT SOLUTIONS 10,000
    JUNIOR ACHIEVEMENT OF SOUTH CENTRAL PENNSYLVANIA
    610 S GEORGE STREET
    YORK,PA17401     		  PC 2018-19 JA PROGRAMS IN THE SCHOOL DISTRICT OF THE CITY OF YORK 10,000
    LEHIGH CARBON COMMUNITY COLLEGE FOUNDATION
    4525 EDUCATION PARK DRIVE
    SCHNECKSVILLE,PA18078     		  PC HEALTH CARE ADMINISTRATIVE ASSISTANCE PROGRAM SUPPORT 10,000
    LEHIGH VALLEY CHILDREN'S CENTERS INC
    1501 LEHIGH STREET SUITE 208
    ALLENTOWN,PA18103     		  PC LVCC SCHOLARSHIP PROGRAM 10,000
    THE LITERACY CENTER
    1132 W HAMILTON STREET SUITE 300
    ALLENTOWN,PA18101     		  PC OPERATING SUPPORT 10,000
    LITERACY VOLUNTEERS OF WESTERN COOK COUNTY
    7339 MADISON STREET
    FOREST PARK,IL60130     		  PC ADULT VOLUNTEER LITERACY PROGRAM 10,000
    LITERACY WORKS
    641 W LAKE STREET FLOOR 2
    CHICAGO,IL60661     		  PC WEST SIDE COMMUNITY LITERACY 10,000
    LOYOLA UNIVERSITY HEALTH SYSTEM
    2160 S 1ST AVENUE
    MAYWOOD,IL60153     		  PC REACH OUT AND READ 10,100
    MAYHEW
    29 W SHORE ROAD PO BOX 120
    BRISTOL,NH03222     		  PC MAYHEW PROGRAM CAMP AND MENTORING FOR AT-RISK NH BOYS 6,000
    MONTSHIRE MUSEUM OF SCIENCE
    1 MONTSHIRE ROAD
    NORWICH,VT05055     		  PC THE DONLEY FELLOWS 18,000
    MUSEUM OF DESIGN ATLANTA INC
    1315 PEACHTREE STREET NE
    ATLANTA,GA30309     		  PC CAMPMODA 5,000
    THE NEIGHBORHOOD CENTER
    435 N 7TH STREET
    ALLENTOWN,PA18102     		  PC OPERATING SUPPORT 5,000
    ONWARD NEIGHBORHOOD HOUSE
    5413 W DIVERSEY AVENUE
    CHICAGO,IL606391413     		  PC INTERVENTION AND PREVENTION FOR AT-RISK CHILDREN AND ADULTS 15,000
    OPEN BOOKS LTD
    651 W LAKE STREET
    CHICAGO,IL60661     		  PC OPERATING SUPPORT 10,000
    PCC COMMUNITY WELLNESS CENTER
    14 LAKE STREET
    OAK PARK,IL60302     		  PC REACH OUT AND READ 8,250
    PENNSYLVANIA ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN (PENNAEYC)
    415 MARKET STREET SUITE 206
    HARRISBURG,PA17101     		  PC PRE-K FOR PA REGIONAL CAMPAIGNS IN LEHIGH VALLEY AND YORK COUNTY 15,000
    PENNSYLVANIA PARTNERSHIPS FOR CHILDREN
    200 N THIRD STREET 13TH FLOOR
    HARRISBURG,PA17101     		  PC EXPANDING ACCESS TO HIGH-QUALITY PRE-KINDERGARTEN - PRE-K FOR PA CAMPAIGN 15,000
    PINEBROOK FAMILY ANSWERS
    402 N FULTON STREET
    ALLENTOWN,PA18102     		  PC MAKING THE GRADE 10,000
    THE POSSE FOUNDATION INC
    111 W JACKSON BLVD SUITE 1100
    CHICAGO,IL60604     		  PC POSSE CHICAGO 10,000
    PROJECT SYNCERE
    9012 S STONY AVENUE
    CHICAGO,IL60617     		  PC ENPOWERED PROGRAM 15,000
    READING IN MOTION
    65 E WACKER PLACE SUITE 305
    CHICAGO,IL60601     		  PC BENCHMARKS 10,000
    SALVATION ARMY
    50 E KING STREET
    YORK,PA17401     		  PC BRIDGING THE GAP/YOUTH SERVICES AND PATHWAY OF HOPE/FAMILY SERVICES 10,000
    SITSTAYREAD
    2849 N CLARK STREET
    CHICAGO,IL60657     		  PC OPERATING SUPPORT 10,000
    SMART FROM THE START INC
    68 ANNUNCIATION ROAD
    ROXBURY,MA02120     		  PC OPERATING SUPPORT 5,000
    SOCIAL INNOVATION FORUM
    ONE CONGRESS STREET SUITE 113
    BOSTON,MA02114     		  PC SOCIAL INNOVATOR ACCELERATOR 10,000
    SPARK PROGRAM INC
    223 W JACKSON BLVD SUITE 520
    CHICAGO,IL60606     		  PC SPARK PROGRAM - CHICAGO WEST SIDE 5,000
    ST JOSEPH SERVICES
    1501 N OAKLEY BLVD
    CHICAGO,IL60622     		  PC SJS YOUTH PROGRAM 10,000
    ST LUKE'S UNIVERSITY HEALTH NETWORK
    801 OSTRUM STREET
    BETHLEHEM,PA18015     		  PC AFTER-SCHOOL PROGRAMMING AT RAUB MIDDLE SCHOOL AND MARVINE ELEMENTARY SCHOOL 15,000
    TLC FAMILY RESOURCE CENTER
    109 PLEASANT STREET
    CLAREMONT,NH03743     		  PC OPERATING SUPPORT FOR HOME VISITING AND FAMILY SUPPORT PROGRAMS 10,000
    UNITED WAY OF THE GREATER LEHIGH VALLEY
    1110 AMERICAN PARKWAY NE SUITE
    F-120
    ALLENTOWN,PA18109     		  PC UNITED WAY COMMUNITY SCHOOL MCKINLEY ELEMENTARY AFTER-SCHOOL PROGRAM 15,000
    UNITED WAY OF YORK COUNTY
    800 E KING STREET
    YORK,PA17403     		  PC FOCUS- READY FREDDY 10,000
    UPPER VALLEY HAVEN INC
    713 HARTFORD AVENUE
    WHITE RIVER JUNCTION,VT05001     		  PC CHILDREN'S PROGRAM SUPPORT 15,000
    VALLEY YOUTH HOUSE COMMITTEE INC
    3400 HIGH POINT BLVD
    BETHLEHEM,PA18017     		  PC DONLEY SCHOLARSHIP FUND 10,000
    VERMONT HUMANITIES COUNCIL
    11 LOOMIS STREET
    MONTPELIER,VT056023021     		  PC NEVER TOO EARLY 10,000
    VERMONT INSTITUTE OF NATURAL SCIENCE
    PO BOX 1281
    QUECHEE,VT05059     		  PC ENVIRONMENTAL EDUCATION SCHOLARSHIP FUND, NATURE CAMP AND OUTREACH 10,000
    YMCA OF YORK COUNTY
    90 N NEWBERRY STREET
    YORK,PA17401     		  PC SUMMER LEARNING LOSS 5,000
    YORK COLLEGE OF PENNSYLVANIA
    441 COUNTRY CLUB ROAD
    YORK,PA174033651     		  PC YORK COLLEGE COMMUNITY OPPORTUNITY SCHOLARSHIP PROGRAM (YCCOSP) 5,000
    YORK COUNTY LIBRARY SYSTEM
    159 E MARKET STREET
    YORK,PA17401     		  PC LEAP INTO SCIENCE 10,000
    YORK COUNTY LITERACY COUNCIL
    800 E KING STREET
    YORK,PA17403     		  PC YORK COUNTY LITERACY COUNCIL OPERATING SUPPORT 12,000
    YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF YORK (YWCA YORK)
    320 E MARKET STREET
    YORK,PA17403     		  PC CONNECTING YOUTH TO A PATH TO COLLEGE THROUGH THE QUANTUM OPPORTUNITIES PROGRAM 10,000
    Total .................................bullet 3a 879,850
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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....     14 726,153  
    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.....     14 132,704  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 53,005  
    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).. 0 911,862 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    911,862
    (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 (2018)
    Form 990-PF (2018)
    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) (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) (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 (2018)
    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) 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 AND INEZ DONLEY TRUST  
    C/O PEMBROKE PHILANTHROPY 150 N RAD
     
    RADNOR, PA19087

    		$ 14,703,112


    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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
    		 PUBLICLY TRADED STOCKS $ 14,496,957 2018-01-02
    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 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 3,830 1,450   2,380

    TY 2018 GeneralExplanationAttachment
    Name:
    DONLEY FOUNDATION-UD DTD 12-8-86
    EIN:
    23-6859909
    Identifier Return Reference Explanation
      2018 FORM 990-PF - EXPLANATION OF AMENDED RETURN THE 2018 FORM 990-PF IS BEING AMENDED DUE TO A TYPO ON FORM 990-PF, PART X, LINE 1A, WHICH LEAD TO THE MISCALCULATION OF SEVERAL FIGURES THROUGHOUT THE FILING. THE FOLLOWING CHANGES ARE REFLECTED ON THE AMENDED 2018 FORM 990-PF:PART V LINE 4 DECREASED FROM $125,246,231 TO $26,746,231.PART V LINE 5 DECREASED FROM $7,400,299 TO $1,580,328.PART V LINE 7 DECREASED FROM $7,406,608 TO $1,586,637.PART X LINE 1A DECREASED FROM $126,172,394 TO $26,172,394.PART X LINES 1D AND 3 DECREASED FROM $127,153,534 TO $27,153,534.PART X LINE 4 DECREASED FROM $1,907,303 TO $407,303.PART X LINE 5 DECREASED FROM $125,246,231 TO $26,746,231.PART X LINE 6 DECREASED FROM $6,262,312 TO $1,337,312.PART XI LINE 1 DECREASED FROM $6,262,312 TO $1,337,312.PART XI LINES 3, 5 AND 7 DECREASED FROM $6,249,693 TO $1,324,693.PART XIII LINE 1, COLUMN (D) DECREASED FROM $6,249,693 TO $1,324,693.PART XIII LINE 5, COLUMNS (A) AND (D) DECREASED FROM $538,881 TO $275,003.PART XIII LINE 6A, COLUMN (A) INCREASED FROM $0 TO $263,878.PART XIII LINE 6F, COLUMN (D) DECREASED FROM $4,661,122 TO $0.PART XIII LINE 9, COLUMN (A) INCREASED FROM $0 TO $263,878.PART XIII LINE 10B INCREASED FROM $0 TO $34,968.PART XIII LINE 10C INCREASED FROM $0 TO $157,559.PART XIII LINE 10D INCREASED FROM $0 TO 71,351.AS NOTED ABOVE, THE UNDISTRIBUTED INCOME FOR 2018 IS NOW ZERO, AND THE EXCESS DISTRIBUTIONS CARRYOVER TO 2019 IS NOW $263,878. THERE IS NO CHANGE TO THE OVERPAYMENT BEING APPLIED TO THE 2019 TAX YEAR AND NO ADDITIONAL TAX DUE AS A RESULT OF THIS AMENDMENT.

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    DONLEY FOUNDATION-UD DTD 12-8-86
    EIN:
    23-6859909
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AMAZON.COM INC 3.8% 12/5/24 - 75000 SH 75,318 76,762
    APPLE INC 2.40% 5/3/23 - 100000 SH 92,412 96,693
    AXP FLOATING 1.817440% 3/18/19 - 100000 SH 100,119 100,056
    BLACKROCK INC 3.375% 6/1/22 - 100000 SH 101,665 100,746
    COSTCO COMPANIES 1.75% 2/15/20 - 100000 SH 98,693 98,963
    DIGITAL REALTY TRUST 4.75% 10/1/25 - 50000 SH 53,728 51,085
    DIGITAL REALTY TRUST 5.25% 3/15/21 - 30000 SH 30,971 30,978
    GENERAL ELECTRIC CAP CORP 3.10% 1/9/23 - 100000 SH 97,825 93,311
    HOME DEPOT INC 4.40% 4/1/21 - 65000 SH 66,727 66,940
    JPMORGAN CHASE & CO 2.2% 10/22/19 - 75000 SH 74,113 74,371
    MASTERCARD INC 2.00% 4/1/19 - 100000 SH 99,617 99,714
    MCDONALDS CORP 2.625% 1/15/22 - 100000 SH 97,222 97,981
    MEDTRONIC INC 3.15% 3/15/22 - 120000 SH 119,749 119,669
    ROYAL BANK OF CANADA 2.15% 3/15/19 - 100000 SH 99,243 99,823
    VERIZON COMMUNICATIONS INC 3.00% 11/1/21 - 115000 SH 114,276 114,423
    VERIZON COMMUNICATIONS 3.5% 11/1/24 - 120000 SH 121,326 118,354
    WELLS FARGO & COMPANY 2.125% 4/22/19 - 100000 SH 99,788 99,705
    WELLS FARGO & COMPANY 2.625% 7/22/22 - 125000 SH 125,113 120,532

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    DONLEY FOUNDATION-UD DTD 12-8-86
    EIN:
    23-6859909
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BLACKROCK STRATEGIC INC OPP - 9756.09 SH 100,000 93,658
    BNY MELLON MID CAP MULTI STR - 44032.59 SH 698,797 628,345
    ISHARES BARCLAYS MBS BD - 932 SH 99,948 97,534
    ISHARES CORE MSCI EAFE ETF - 40769 SH 2,509,195 2,242,295
    ISHARES CORE MSCI EMERGING - 47327 SH 2,307,372 2,231,468
    ISHARES S&P MIDCAP 400 INDEX - 1802 SH 249,694 299,240
    ISHARES S&P SMALLCAP 600 FND - 7864 SH 468,908 545,132
    POWERSHARES TAXABLE MINICIPAL - 3327 SH 99,976 98,779
    VANGUARD FTSE ALL WORLD EX-US SMALL-CAP ETF - 3142 SH 321,473 297,485
    VANGUARD FTSE EUROPE ETF - 8056 SH 443,034 391,683
    VANGUARD FTSE PACIFIC ETF - 6267 SH 397,550 379,969
    ACCENTURE PLC - 1621 SH 145,523 228,578
    AIR PRODS & CHEMS INC - 813 SH 109,384 130,121
    ALTRIA GROUP INC - 2168 SH 102,052 107,078
    AMERICAN TOWER CORPORATION - 1214 SH 175,850 192,042
    APPLE INC - 6678 SH 785,342 1,053,388
    AUTOMATIC DATA PROCESSING IN - 1297 SH 103,245 170,063
    BAXTER INTL INC - 2885 SH 122,277 189,891
    BB&T CORP COM - 5773 SH 308,606 250,087
    BECTON DICKINSON & CO - 1028 SH 139,587 231,628
    BLACKROCK INC - 565 SH 187,742 221,943
    CHEVRON CORPORATION - 1355 SH 123,452 147,410
    CHUBB LTD CHF - 1805 SH 246,215 233,170
    CISCO SYS INC COM - 12610 SH 418,448 546,391
    COCA COLA CO COM - 8085 SH 334,038 382,825
    COMCAST CORP NEW CL A - 10546 SH 349,368 359,092
    CVS HEALTH CORPORATION - 5429 SH 404,673 355,708
    DANAHER CORP DEL COM - 2000 SH 171,070 206,240
    DISNEY WALT CO COM - 1545 SH 120,962 169,409
    DOWDUPONT INC - 2678 SH 143,537 143,220
    EATON CORPORATION PLC - 1808 SH 117,234 124,137
    EMERSON ELEC CO COM - 3790 SH 277,337 226,452
    EXXON MOBIL CORP COM - 6817 SH 547,204 464,851
    FEDEX CORP COM - 625 SH 151,078 100,831
    GAP INC DEL COM - 7116 SH 195,633 183,308
    GENUINE PARTS CO COM - 1070 SH 94,222 102,742
    HOME DEPOT INC COM - 3700 SH 543,021 635,734
    HONEYWELL INTL INC COM - 3708 SH 457,461 489,901
    JOHNSON & JOHNSON COM - 6255 SH 723,340 807,207
    JOHNSON CONTROLS INTL - 6110 SH 232,750 181,161
    JPMORGAN CHASE & CO COM - 6250 SH 477,228 610,125
    KIMBERLY CLARK CORP COM - 1078 SH 117,815 122,828
    LOWES COS INC COM - 2755 SH 240,261 254,452
    MASTERCARD INC CLASS A - 1666 SH 142,933 314,291
    MEDTRONIC PLC - 2003 SH 154,049 182,192
    MERCK & CO. INC - 2785 SH 165,873 212,802
    MICROSOFT CORP COM - 12744 SH 719,351 1,294,408
    ORACLE CORP COM - 11450 SH 495,380 516,968
    PEPSICO INC COM - 4900 SH 511,260 541,352
    PHILIP MORRIS INTERNATIONAL - 1850 SH 159,587 123,506
    QUALCOMM INC COM - 1220 SH 78,485 69,430
    ROYAL DUTCH SHELL PLC - 2301 SH 157,601 137,922
    SCHLUMBERGER LTD COM - 2018 SH 168,073 72,810
    STARBUCKS CORP - 2710 SH 164,834 174,524
    TAPESTRY INC - 3197 SH 123,785 107,899
    TJX COS INC NEW COM - 5680 SH 191,388 254,123
    UNITED PARCEL SERVICE INC CL B - 1760 SH 176,081 171,653
    UNITED TECHNOLOGIES CORP - 4535 SH 462,317 482,887
    UNITEDHEALTH GROUP INC COM - 1090 SH 114,080 271,540
    US BANCORP DEL COM NEW - 4062 SH 216,450 185,633
    VERIZON COMMUNICATIONS INC COM - 7685 SH 367,513 432,051
    WAL MART STORES INC COM - 1767 SH 127,270 164,595

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    DONLEY FOUNDATION-UD DTD 12-8-86
    EIN:
    23-6859909
    US Government Securities - End of Year Book Value:

    339,914
    US Government Securities - End of Year Fair Market Value:

    336,854
    State & Local Government Securities - End of Year Book Value:


    1,159,605
    State & Local Government Securities - End of Year Fair Market Value:


    1,142,798


    TY 2018 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
    FUGIO VC FUND IV LP AT COST 92,814 92,814
    FUGIO VC FUND V LP AT COST 97,813 97,813

    TY 2018 OtherDecreasesSchedule
    Name:
    DONLEY FOUNDATION-UD DTD 12-8-86
    EIN:
    23-6859909
    Description Amount
    COST BASIS ADJUSTMENT 116,846


    TY 2018 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 2,116 0   2,116
    WEBSITE EXPENSE 206 0   206
    INSURANCE EXPENSE 750 0   750
    DUES & SUBSCRIPTIONS 750 0   750
    INFORMATION TECHNOLOGY 2,690 0   2,690
    AMORTIZATION OF BOND PREMIUM 40,096 40,096   0
    CLASS ACTION FEE 54 0   54
    LP EIN 16-1676738 PORTFOLIO DEDUCTIONS 0 6,215   0
    LP EIN 20-3663487 PORTFOLIO DEDUCTIONS 0 1,915   0
    LP EIN 16-1676738 OTHER DEDUCTIONS 0 545   0
    LP EIN 20-3663487 OTHER DEDUCTIONS 0 447   0


    TY 2018 OtherIncomeSchedule2
    Name:
    DONLEY FOUNDATION-UD DTD 12-8-86
    EIN:
    23-6859909
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CLASS ACTION PROCEEDS 2,837 0 2,837
    LP DISTRIBUTIONS 129,867 0 129,867
    LP EIN 16-1676738 OTHER INCOME 0 16 0
    LP EIN 20-3663487 OTHER INCOME 0 15 0
    LP EIN 20-3663487 ORDINARY LOSS 0 -2 0
    ADD, LP EIN 20-3663487 ORDINARY LOSS UBI 0 2 0


    TY 2018 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 120,000 12,000   108,000
    INVESTMENT MANAGEMENT 130,919 130,919   0
    OTHER PROFESSIONAL FEES 21,483 0   21,483


    TY 2018 SubstantialContributorsSch
    Name:
    DONLEY FOUNDATION-UD DTD 12-8-86
    EIN:
    23-6859909
    Name Address
    EDWARD AND INEZ DONLEY TRUST
          		C/O PEMBROKE PHILANTHROPY 150 N
    RADNOR CHESTER ROAD SUITE A110
    RADNOR,PA19087


    TY 2018 TaxesSchedule
    Name:
    DONLEY FOUNDATION-UD DTD 12-8-86
    EIN:
    23-6859909
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAXES 4,500 0   0