-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
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
,
PA
19087
A Employer identification number
23-6859909
B
Telephone number (see instructions)
(610) 896-3868
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
33,171,601
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2,031,374
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
836,373
836,621
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
1,538,224
b
Gross sales price for all assets on line 6a
8,635,193
7
Capital gain net income (from Part IV, line 2)
...
1,552,001
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)
.......
26,994
0
12
Total.
Add lines 1 through 11
........
4,432,965
2,388,622
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)
.........
5,000
0
5,000
b
Accounting fees (attach schedule)
.......
4,142
1,934
2,208
c
Other professional fees (attach schedule)
....
279,295
140,163
139,132
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
15,000
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
26,820
0
26,820
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
26,953
23,353
7,783
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
357,210
165,450
180,943
25
Contributions, gifts, grants paid
.......
1,157,000
1,157,000
26
Total expenses and disbursements.
Add lines 24 and 25
1,514,210
165,450
1,337,943
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
2,918,755
b
Net investment income
(if negative, enter -0-)
2,223,172
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
792,082
3,028,950
3,028,950
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
1,499,519
1,899,032
1,897,296
b
Investments—corporate stock (attach schedule)
.......
21,058,212
19,854,272
24,901,439
c
Investments—corporate bonds (attach schedule)
.......
1,667,905
3,154,219
3,224,616
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
190,627
750,000
119,300
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
25,208,345
28,686,473
33,171,601
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25,208,345
28,686,473
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
25,208,345
28,686,473
30
Total liabilities and net assets/fund balances
(see instructions)
.
25,208,345
28,686,473
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
25,208,345
2
Enter amount from Part I, line 27a
.....................
2
2,918,755
3
Other increases not included in line 2 (itemize)
3
559,373
4
Add lines 1, 2, and 3
..........................
4
28,686,473
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
28,686,473
Form
990-PF
(2019)
Form 990-PF (2019)
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 SHORT-TERM CAPITAL GAIN
P
c
LP EIN 16-1676738 LONG-TERM CAPITAL LOSS
P
d
LP EIN 20-3663487 SHORT-TERM CAPITAL GAIN
P
e
LP EIN 20-3663487 LONG-TERM CAPITAL GAIN
P
(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
8,635,193
7,096,969
1,538,224
b
24
24
c
193
-193
d
239
239
e
13,707
13,707
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
1,538,224
b
24
c
-193
d
239
e
13,707
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
1,552,001
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
...................
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?
Yes
No
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))
2018
1,049,690
26,746,231
0.039246
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
2
Total
of line 1, column (d)
.....................
2
0.273006
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
0.054601
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
30,643,229
5
Multiply line 4 by line 3
......................
5
1,673,151
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
22,232
7
Add lines 5 and 6
........................
7
1,695,383
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,337,943
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
(2019)
Form 990-PF (2019)
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
and enter “N/A" on line 1.
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
44,463
here
and 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
44,463
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
44,463
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
5,430
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
5,430
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
211
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
39,244
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
Refunded
11
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
PA
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 2019 or the taxable year beginning in 2019? 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.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
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 address
WWW.DONLEYFOUNDATION.ORG
14
The books are in care of
DAPHNE ROWE PEMBROKE PHILANTHROPY
Telephone no.
(610) 896-3868
Located at
150 N RADNOR CHESTER ROAD SUITE
A110
RADNOR
PA
ZIP+4
19087
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
,
PA
19087
THOMAS E DONLEY ESQ
TRUSTEE
1.00
0
0
0
150 N RADNOR CHESTER ROAD SUITE
A110
RADNOR
,
PA
19087
MARTHA DONLEY ROBB
TRUSTEE
1.00
0
0
0
150 N RADNOR CHESTER ROAD SUITE
A110
RADNOR
,
PA
19087
JENNIFER DONLEY CONVEY
TRUSTEE
1.00
0
0
0
150 N RADNOR CHESTER ROAD SUITE
A110
RADNOR
,
PA
19087
CARA DONLEY
TRUSTEE
1.00
0
0
0
150 N RADNOR CHESTER ROAD SUITE
A110
RADNOR
,
PA
19087
EDWARD S DONLEY
TRUSTEE
1.00
0
0
0
150 N RADNOR CHESTER ROAD SUITE
A110
RADNOR
,
PA
19087
W GAVIN ROBB
TRUSTEE
1.00
0
0
0
150 N RADNOR CHESTER ROAD SUITE
A110
RADNOR
,
PA
19087
CANTRELL DONLEY SKEHAN
TRUSTEE
1.00
0
0
0
150 N RADNOR CHESTER ROAD SUITE
A110
RADNOR
,
PA
19087
PEMBROKE - DAPHNE ROWE
EXECUTIVE DIRECTOR
10.00
0
0
0
150 N RADNOR CHESTER ROAD SUITE
A110
RADNOR
,
PA
19087
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
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
127,827
THREE RADNOR CORP CTR STE 450
RADNOR
,
PA
190874546
PEMBROKE PHILANTHROPY ADVISORS
FOUNDATION MANAGEMENT
123,360
150 N RADNOR CHESTER RD STE A110
RADNOR
,
PA
19087
Total
number of others receiving over $50,000 for professional services
.............
0
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
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
29,841,120
b
Average of monthly cash balances
.......................
1b
1,149,457
c
Fair market value of all other assets (see instructions)
................
1c
119,300
d
Total
(add lines 1a, b, and c)
.........................
1d
31,109,877
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
31,109,877
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
466,648
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
30,643,229
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,532,161
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
1,532,161
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
44,463
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
44,463
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,487,698
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
1,487,698
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
1,487,698
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
1,337,943
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
1,337,943
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
1,337,943
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
1,487,698
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
34,968
c
From 2016
......
157,559
d
From 2017
......
71,351
e
From 2018
......
f
Total
of lines 3a through e
........
263,878
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,337,943
a
Applied to 2018, 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 2019 distributable amount
.....
1,337,943
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
149,755
149,755
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
114,123
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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
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 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
114,123
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
42,772
c
Excess from 2017
....
71,351
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The 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
,
PA
19087
(610) 896-3868
DROWE@PEMBROKEPHILANTHROPY.NET
b
The 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 CONTINUED ON STATEMENT 14 REQUIRED ATTACHMENTS: 1. FINANCIAL REPORTS,INCLUDING MOST RECENT AUDITED ANNUAL REPORT, CURRENT ANNUAL OPERATING BUDGET, AND PROJECT BUDGET, IF APPLICABLE. 2. LEADERSHIP OF THE ORGANIZATION, INCLUDING BOARD OF DIRECTORS. 3. DETERMINATION LETTER SHOWING THAT THE ORGANIZATION IS TAX-EXEMPT UNDER SECTION 501(C)(3) AND THAT IT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE.
c
Any submission deadlines:
FEBRUARY 15 AND SEPTEMBER 15
d
Any 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 SECTION 501(C)(3) AS WELL AS PUBLIC CHARITIES UNDER INTERNAL REVENUE SERVICE CODE SECTION 509(A). THE DONLEY FOUNDATION SUPPORTS ORGANIZATIONS IN THE FOLLOWING COMMUNITIES: 1. THE UPPER CONNECTICUT RIVER VALLEY OF VERMONT (ESSEX, CALEDONIA, ORANGE, WINDSOR, AND WINDHAM COUNTIES) AND NEW HAMPSHIRE (COOS, GRAFTON, SULLIVAN, AND CHESHIRE COUNTIES), 2. GREATER YORK COUNTY, PENNSYLVANIA, CONTINUED ON STATEMENT 14 3. THE COMMUNITIES OF WESTERN COOK COUNTY, ILLINOIS, INCLUDING NEIGHBORHOODS ON CHICAGO'S WEST SIDE, AND, 4. THE ALLENTOWN-BETHLEHEM AREA OF THE LEHIGH VALLEY, PENNSYLVANIA.(PREVIOUS GRANTEES ONLY. NO NEW APPLICATIONS ARE BEING ACCEPTED FROM THIS REGION AFTER SEPTEMBER 15, 2020.) GRANTS ARE MADE FOR GENERAL OPERATING SUPPORT AND PROJECT OR PROGRAM SUPPORT. GRANTS ARE NOT MADE TO INDIVIDUALS, NOR ARE THEY MADE FOR RELIGIOUS OR POLITICAL PURPOSES.
Form
990-PF
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
826CHI
1276 N MILWAUKEE AVENUE
CHICAGO
,
IL
60622
PC
AMPLIFYING STUDENT VOICES THROUGH PUBLISHING
15,000
ACCESS COMMUNITY HEALTH NETWORK
600 WEST FULTON STREET
CHICAGO
,
IL
606611259
PC
ADVANCING EARLY LITERACY IN WESTERN COOK COUNTY
5,000
AFTER SCHOOL MATTERS
66 EAST RANDOLPH STREET
CHICAGO
,
IL
60601
PC
OUT-OF-SCHOOL TIME PROGRAMMING AT THE MICHAEL AND KARYN LUTZ FAMILY CENTER
10,000
ALLENTOWN PUBLIC LIBRARY
1210 HAMILTON STREET
ALLENTOWN
,
PA
18102
PC
OPERATING SUPPORT
20,000
ALLENTOWN SCHOOL DISTRICT (ASD) FOUNDATION
31 S PENN STREET
ALLENTOWN
,
PA
18105
PC
TEACHER INNOVATION GRANT (TIG) AWARDS
15,000
ASSOCIATION HOUSE OF CHICAGO
1116 N KEDZIE AVENUE
CHICAGO
,
IL
60651
PC
ASSOCIATION HOUSE HIGH SCHOOL (AHHS) WRAPAROUND SERVICES
10,000
BIG BROTHERS BIG SISTERS LEHIGH VALLEY
41 S CARLISLE STREET
ALLENTOWN
,
PA
18109
PC
COMMUNITY-BASED MENTORING IN THE ALLENTOWN PROMISE ZONE
6,000
BIG BROTHERS BIG SISTERS OF METROPOLITAN CHICAGO
560 W LANE STREET 5TH FLOOR
CHICAGO
,
IL
60661
PC
BIG BROTHERS BIG SISTERS MENTORING PROGRAMS
7,500
BOY SCOUTS OF AMERICA MINSI TRAILS COUNCIL
PO BOX 20624
LEHIGH VALLEY
,
PA
18002
PC
SCOUTREACH IN THE LEHIGH VALLEY
10,000
BOYS & GIRLS CLUB OF ALLENTOWN
720 N SIXTH STREET
ALLENTOWN
,
PA
18102
PC
MAKE YOUR M.A.R.K. (MOTIVATED ACADEMICALLY READY KIDS)
10,000
BOYS & GIRLS CLUB OF BRATTLEBORO
17 FLAT STREET
BRATTLEBORO
,
VT
05301
PC
OPERATING SUPPORT
10,000
BY THE HAND CLUB FOR KIDS
415 N LARAMIE AVENUE
CHICAGO
,
IL
60638
PC
AUSTIN NEIGHBORHOOD SITES
15,000
CASA CENTRAL
1343 N CALIFORNIA AVENUE
CHICAGO
,
IL
60622
PC
SCHOOL AGE PROGRAM (SAP) AND EARLY LEARNING ACADEMY (ELA)
10,000
CATHOLIC CHARITIES OF THE ARCHDIOCESE OF CHICAGO
721 N LASALLE STREET
CHICAGO
,
IL
60654
PC
ST. MARY OF CELLE (SMOC) FAMILY STRENGTHENING CENTER
10,000
CENTRAL VERMONT ADULT BASIC EDUCATION
46 WASHINGTON STREET SUITE 100
BARRE
,
VT
05641
PC
EDUCATIONAL PROGRAMMING IN VERMONT'S UPPER VALLEY
5,000
CHANGING WORLDS
329 W 18TH STREET SUITE 506
CHICAGO
,
IL
60616
PC
SUPPORT FOR IN-SCHOOL PROGRAMS
5,000
CHICAGO HEIGHTENING OPPORTUNITY AND POTENTIAL FOR EDUCATION SUCCESS
641 W LAKE STREET SUITE 200
CHICAGO
,
IL
60661
PC
PROGRAMMING IN NORTH LAWNDALE AND AUSTIN SHELTERS
15,000
CHILD CARE CONSULTANTS INC
29 NORTH DUKE STREET
YORK
,
PA
17401
PC
PARENTS AS TEACHERS ($10,000); BOARD RECRUITMENT AND DEVELOPMENT AND DIVERSITY, EQUITY AND INCLUSION CAPACITY BUILDING REQUEST ($30,000)
40,000
CHILDREN'S LITERACY FOUNDATION
1536 LOOMIS HILL ROAD
WATERBURY CENTER
,
VT
05677
PC
CLIF YEAR OF THE BOOK SPONSORSHIP FOR AN UPPER VALLEY SCHOOL
15,000
CHILDREN'S LITERACY INITIATIVE (CLI)
641 W LAKE STREET SUITE 200
CHICAGO
,
IL
60661
PC
CHILDRENS LITERACY INITIATIVES 2020 CHICAGO EARLY LITERACY PROJECTS
15,000
THE CHILDREN'S MUSEUM OF OAK PARK
6445 W NORTH AVENUE
OAK PARK
,
IL
60302
PC
COMMUNITY PARTNER PROGRAM
8,000
CHRISTOPHER HOUSE
5235 W BELDEN AVENUE
CHICAGO
,
IL
60639
PC
OPERATING SUPPORT
10,000
CIVIC THEATRE OF ALLENTOWN PA
527 N 19TH STREET
ALLENTOWN
,
PA
18104
PC
ARTS-INFUSED LITERACY PROGRAM: READING WITH THE CAT IN THE HAT AND FRIENDS
5,000
CLUSTER TUTORING PROGRAM
118 N CENTRAL AVENUE SUITE 210
CHICAGO
,
IL
60644
PC
OPERATING SUPPORT
10,000
COLLEGE POSSIBLE CHICAGO
215 W SUPERIOR SUITE 300
CHICAGO
,
IL
60654
PC
OPERATING SUPPORT
15,000
COMMUNITIES IN SCHOOLS OF THE LEHIGH VALLEY INC
739 N 12TH STREET
ALLENTOWN
,
PA
18102
PC
LEHIGH VALLEY COMMUNITY SCHOOLS
10,000
COMMUNITIES UNITED
4749 N KEDZIE
CHICAGO
,
IL
60625
PC
BIKES N' ROSES
10,000
COMMUNITY BIKE WORKS
235 N MADISON STREET
ALLENTOWN
,
PA
18102
PC
JUNIOR EARN A BIKE
6,500
COMMUNITY PROGRESS COUNCIL INC
226 E COLLEGE AVENUE
YORK
,
PA
17403
PC
WRAPAROUND CHILD CARE ($12,000); BUILD FUNDRAISING INFRASTRUCTURE AND STAFFING NEEDED TO ESTABLISH A SUSTAINABLE FUNDRAISING CAPACITY ($30,000)
42,000
CREATIVE LIVES
194 HOUGHTON HILL ROAD PO BOX 23
THETFORD
,
CT
05074
PC
OPERATING SUPPORT
10,000
CRISPUS ATTUCKS ASSOCIATION INC
605 S DUKE STREET
YORK
,
PA
17401
PC
OPERATING SUPPORT ($15,000); STRENGTHENING THE CRISPUS ATTUCKS TEAM, ENSURING SUSTAINABILITY ($30,000)
45,000
THE DA VINCI DISCOVERY CENTER OF SCIENCE & TECHNOLOGY
3145 HAMILTON BOULEVARD BYPASS
ALLENTOWN
,
PA
18103
PC
DA VINCI CHILDREN'S DISCOVERY CENTER: THE EDWARD AND INEZ DONLEY GALLERY FEATURING THE BEST OF DA VINCI EXHIBITS
20,000
ERIE FAMILY HEALTH FOUNDATION INC
1701 W SUPERIOR STREET 3RD FLOOR
CHICAGO
,
IL
60622
PC
REACH OUT AND READ ACROSS WEST COOK COUNTY AND CHICAGOS WEST SIDE
5,000
ERIE NEIGHBORHOOD HOUSE
1701 W SUPERIOR STREET
CHICAGO
,
IL
60622
PC
PATHWAYS TO SUCCESS
10,000
EVERYBODY WINS VERMONT
PO BOX 34 25 SCHOOL STREET
MONTPELIER
,
VT
05601
PC
UPPER VALLEY POWER LUNCH INFRASTRUCTURE FOR EXPANSION
10,000
THE FAMILY PLACE
319 US ROUTE 5 SOUTH
NORWICH
,
VT
05055
PC
FAMILIES LEARNING TOGETHER (FLT)
15,000
GADS HILL CENTER
1919 W CULLERTON STREET
CHICAGO
,
IL
60608
PC
EARLY CHILDHOOD EDUCATION LITERACY AND SCHOOL READINESS
10,000
GOOD BEGINNINGS OF THE UPPER VALLEY
PO BOX 5054
WEST LEBANON
,
NH
03784
PC
OPERATING SUPPORT
10,000
HOUSING ASSOCIATION & DEVELOPMENT CORPORATION
513-515 W CHEW STREET
ALLENTOWN
,
PA
18102
PC
YOUTHBUILD ALLENTOWN
12,000
INSIGHT PROJECT FOR KIDS
1111 N DEARBORN STREET
CHICAGO
,
IL
60610
PC
STRESS MANAGEMENT SOLUTIONS
10,000
THE IWS CHILDREN'S CLINIC
320 LAKE STREET
OAK PARK
,
IL
60302
PC
THERAPEUTIC BOOKS FOR LOW-INCOME CHILDREN
12,000
JUNIOR ACHIEVEMENT OF SOUTH CENTRAL PENNSYLVANIA
610 S GEORGE STREET
YORK
,
PA
17401
PC
2019-20 JA PROGRAMS IN SCHOOLS IN THE CITY OF YORK
15,000
JUVENILE PROTECTIVE ASSOCIATION
1707 N HALSTED STREET
CHICAGO
,
IL
60614
PC
CONNECT TO KIDS (C2K)
10,000
LEHIGH CARBON COMMUNITY COLLEGE FOUNDATION
4525 EDUCATION PARK DRIVE
SCHNECKSVILLE
,
PA
18078
PC
THE LCCC DONLEY CENTER COMMUNITY SERVICE INITIATIVE
10,000
LEHIGH VALLEY CHILDREN'S CENTERS INC
1501 LEHIGH STREET SUITE 208
ALLENTOWN
,
PA
18103
PC
LVCC SCHOLARSHIP PROGRAM
10,000
LET'S GROW KIDS
19 MARBLE AVENUE SUITE 4
BURLINGTON
,
VT
05401
PC
MAKE WAY FOR KIDS
20,000
THE LITERACY CENTER
1132 W HAMILTON STREET SUITE 300
ALLENTOWN
,
PA
18101
PC
OPERATING SUPPORT
10,000
LITERACY WORKS
641 W LAKE STREET FLOOR 2
CHICAGO
,
IL
60661
PC
THE WEST SIDE COMMUNITY LITERACY PROJECT
10,000
MAYHEW
29 W SHORE ROAD PO BOX 120
BRISTOL
,
NH
03222
PC
CAMP AND MENTORING FOR AT-RISK NEW HAMPSHIRE BOYS
8,000
MONTSHIRE MUSEUM OF SCIENCE
1 MONTSHIRE ROAD
NORWICH
,
VT
05055
PC
THE DONLEY FELLOWS
18,000
NATIONAL COLLEGE ADVISING CORPS
301 W BARBEE CHAPEL ROAD SUITE 210
CHAPEL HILL
,
NC
27517
PC
CAC - F&M ADVISER WILLIAM PENN SENIOR HIGH SCHOOL
15,000
THE NEIGHBORHOOD CENTER
3440 LEHIGH STREET PO BOX 412
ALLENTOWN
,
PA
18103
PC
OPERATING SUPPORT
5,000
NH-JAG
175 AMMON DRIVE
MANCHESTER
,
NH
03103
PC
WOODSVILLE, NH JAG PROGRAM CULTIVATING WORKFORCE READINESS AND YOUTH SUCCESS
12,000
NORTHEAST MINISTRY
1161 FRITZ DRIVE
BETHLEHEM
,
PA
18017
PC
OPERATING SUPPORT FOR YOUTH PROGRAMMING
5,000
ONEGOAL
180 NORTH WABASH AVENUE SUITE 800
CHICAGO
,
IL
60601
PC
OPERATING SUPPORT
10,000
ONWARD NEIGHBORHOOD HOUSE
5413 W DIVERSEY AVENUE
CHICAGO
,
IL
606391413
PC
OPERATING SUPPORT
15,000
OPEN BOOKS LTD
651 W LAKE STREET
CHICAGO
,
IL
60661
PC
OPERATING SUPPORT
15,000
OTTAUQUECHEE HEALTH FOUNDATION INC
30 PLEASANT STREET
WOODSTOCK
,
VT
05091
PC
OTTAUQUECHEE HEALTH FOUNDATIONS (OHF) WINDSOR CENTRAL WELLNESS INITIATIVE (WCWI)
10,000
PCC COMMUNITY WELLNESS CENTER
14 LAKE STREET
OAK PARK
,
IL
60302
PC
REACH OUT AND READ
10,000
PEACE CORNER YOUTH CENTER
5022 W MADISON STREET
CHICAGO
,
IL
60644
PC
OPERATING SUPPORT
10,000
PENNSYLVANIA ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN (PENNAEYC)
415 MARKET STREET SUITE 206
HARRISBURG
,
PA
17101
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
,
PA
17101
PC
PRE-K FOR PA CAMPAIGN AND BUILDING A COMPREHENSIVE PRENATAL-TO-AGE-THREE POLICY AGENDA IN PENNSYLVANIA
15,000
PENNSYLVANIA STATE UNIVERSITY PHILANTHROPIC FUND
2809 SAUCON VALLEY ROAD
CENTER VALLEY
,
PA
18034
PC
CHARLIE DENT STEM WING
50,000
PINEBROOK FAMILY ANSWERS
402 N FULTON STREET
ALLENTOWN
,
PA
18102
PC
UNCONDITIONAL CHILD CARE
10,000
THE POSSE FOUNDATION INC
111 W JACKSON BLVD SUITE 1100
CHICAGO
,
IL
60604
PC
POSSE CHICAGO
10,000
PROJECT SYNCERE
9012 S STONY AVENUE
CHICAGO
,
IL
60617
PC
ENPOWERED PROGRAM - AN INTRODUCTION TO THE STEM FIELDS
15,000
READING IN MOTION
65 E WACKER PLACE SUITE 305
CHICAGO
,
IL
60601
PC
BENCHMARKS
15,000
SALVATION ARMY
50 E KING STREET
YORK
,
PA
17401
PC
YOUTH SERVICES/COMMUNITY CENTER (AFTER-SCHOOL PROGRAM, LEARNING CENTER, DAY CAMP AND BRIDGING THE GAP)
20,000
SCHOOL AND TUTORS ON WHEELS DBA TUTORING ENGLISH TO ADVANCE CHANGE (TEACH)
100 S 6TH AVENUE
LA GRANGE
,
IL
60525
PC
OPERATING SUPPORT
7,500
SITSTAYREAD
2849 N CLARK STREET
CHICAGO
,
IL
60657
PC
OPERATING SUPPORT
10,000
SPARK PROGRAM INC
67 E MADISON SUITE 2101
CHICAGO
,
IL
60603
PC
SPARK PROGRAM - CHICAGO WEST SIDE
7,500
ST JOSEPH SERVICES
1501 N OAKLEY BLVD
CHICAGO
,
IL
60622
PC
SJS YOUTH PROGRAM
10,000
UNITED WAY OF THE GREATER LEHIGH VALLEY
1110 AMERICAN PARKWAY NE SUITE
F-120
ALLENTOWN
,
PA
18109
PC
MCKINLEY COMMUNITY SCHOOL AFTER SCHOOL PROGRAM
15,000
UNITED WAY OF YORK COUNTY
800 E KING STREET
YORK
,
PA
17403
PC
FOCUS
15,000
UPPER VALLEY HAVEN INC
713 HARTFORD AVENUE
WHITE RIVER JUNCTION
,
VT
05001
PC
CHILDREN'S PROGRAM SUPPORT
15,000
VALLEY YOUTH HOUSE COMMITTEE INC
3400 HIGH POINT BLVD
BETHLEHEM
,
PA
18017
PC
THE DONLEY SCHOLARSHIP FUND
10,000
VERMONT CHILDREN'S TRUST FOUNDATION
95 ST PAUL STREET SUITE 330
BURLINGTON
,
VT
05401
PC
UPPER VALLEY PROGRAM SUPPORT
50,000
VERMONT HUMANITIES COUNCIL
11 LOOMIS STREET
MONTPELIER
,
VT
056023021
PC
EARLY CHILDHOOD EDUCATION PROGRAMS
10,000
VERMONT INSTITUTE OF NATURAL SCIENCE
149 NATURES WAY
QUECHEE
,
VT
05959
PC
ENVIRONMENTAL EDUCATION SCHOLARSHIP FUND AND NATURE CAMP SCHOLARSHIP FUND
10,000
YMCA OF YORK COUNTY
90 N NEWBERRY STREET
YORK
,
PA
17401
PC
Y ACHIEVERS
5,000
YORK COLLEGE OF PENNSYLVANIA
441 COUNTRY CLUB ROAD
YORK
,
PA
174033651
PC
YORK COLLEGE COMMUNITY OPPORTUNITY SCHOLARSHIP PROGRAM
10,000
YORK COUNTY LIBRARY SYSTEM
159 E MARKET STREET
YORK
,
PA
17401
PC
CAPITAL CAMPAIGN TO TRANSFORM LIVES AND BUILD COMMUNITY ($30,000); LEAP INTO SCIENCE ($10,000)
40,000
YORK COUNTY LITERACY COUNCIL
800 E KING STREET
YORK
,
PA
17403
PC
OPERATING SUPPORT AND PRE-NURSE AIDE TRAINING COURSE
25,000
YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF YORK (YWCA YORK)
320 E MARKET STREET
YORK
,
PA
17403
PC
CONNECTING YOUTH TO A PATH TO COLLEGE THROUGH YOUTH PROGRAMS
15,000
Total
.................................
3a
1,157,000
b
Approved for future payment
ACCESS COMMUNITY HEALTH NETWORK
600 WEST FULTON STREET
CHICAGO
,
IL
606611259
PC
ADVANCING EARLY LITERACY IN WESTERN COOK COUNTY
5,000
BY THE HAND CLUB FOR KIDS
415 N LARAMIE AVENUE
CHICAGO
,
IL
60638
PC
AUSTIN NEIGHBORHOOD SITES
15,000
CHILD CARE CONSULTANTS INC
29 NORTH DUKE STREET
YORK
,
PA
17401
PC
BOARD RECRUITMENT AND DEVELOPMENT AND DIVERSITY, EQUITY AND INCLUSION CAPACITY BUILDING REQUEST
60,000
CHILDREN'S LITERACY FOUNDATION
1536 LOOMIS HILL ROAD
WATERBURY CENTER
,
VT
05677
PC
CLIF YEAR OF THE BOOK SPONSORSHIP FOR AN UPPER VALLEY SCHOOL
30,000
COMMUNITY PROGRESS COUNCIL INC
226 E COLLEGE AVENUE
YORK
,
PA
17403
PC
BUILD FUNDRAISING INFRASTRUCTURE AND STAFFING NEEDED TO ESTABLISH A SUSTAINABLE FUNDRAISING CAPACITY
60,000
CRISPUS ATTUCKS ASSOCIATION INC
605 S DUKE STREET
YORK
,
PA
17401
PC
OPERATING SUPPORT ($15,000); STRENGTHENING THE CRISPUS ATTUCKS TEAM, ENSURING SUSTAINABILITY ($60,000)
75,000
THE DA VINCI DISCOVERY CENTER OF SCIENCE & TECHNOLOGY
3145 HAMILTON BOULEVARD BYPASS
ALLENTOWN
,
PA
18103
PC
DA VINCI CHILDREN'S DISCOVERY CENTER: THE EDWARD AND INEZ DONLEY GALLERY FEATURING THE BEST OF DA VINCI EXHIBITS
20,000
EVERYBODY WINS VERMONT
PO BOX 34 25 SCHOOL STREET
MONTPELIER
,
VT
05601
PC
UPPER VALLEY POWER LUNCH INFRASTRUCTURE FOR EXPANSION
10,000
THE IWS CHILDREN'S CLINIC
320 LAKE STREET
OAK PARK
,
IL
60302
PC
THERAPEUTIC BOOKS FOR LOW-INCOME CHILDREN
12,000
SPARK PROGRAM INC
67 E MADISON SUITE 2101
CHICAGO
,
IL
60603
PC
SPARK PROGRAM - CHICAGO WEST SIDE
7,500
ST JOSEPH SERVICES
1501 N OAKLEY BLVD
CHICAGO
,
IL
60622
PC
SJS YOUTH PROGRAM
10,000
VERMONT CHILDREN'S TRUST FOUNDATION
95 ST PAUL STREET SUITE 330
BURLINGTON
,
VT
05401
PC
UPPER VALLEY PROGRAM SUPPORT
100,000
VERMONT INSTITUTE OF NATURAL SCIENCE
149 NATURES WAY
QUECHEE
,
VT
05959
PC
ENVIRONMENTAL EDUCATION SCHOLARSHIP FUND AND NATURE CAMP SCHOLARSHIP FUND
10,000
YORK COUNTY LIBRARY SYSTEM
159 E MARKET STREET
YORK
,
PA
17401
PC
CAPITAL CAMPAIGN TO TRANSFORM LIVES AND BUILD COMMUNITY
120,000
YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF YORK (YWCA YORK)
320 E MARKET STREET
YORK
,
PA
17403
PC
CONNECTING YOUTH TO A PATH TO COLLEGE THROUGH YOUTH PROGRAMS
15,000
Total
.................................
3b
549,500
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees 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
836,373
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
14
26,994
8
Gain or (loss) from sales of assets other than
inventory
............
18
1,538,224
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
2,401,591
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
2,401,591
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2019)
Form 990-PF (2019)
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description