Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE DONNELLEY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)333 N MICHIGAN AVENUE NO 2211
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL606014048
A Employer identification number

36-6066894
B Telephone number (see instructions)

(312) 857-1222
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$16,867,178
J 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) 4,491
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 319,652 319,652  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 353,536
b Gross sales price for all assets on line 6a 4,743,379
7 Capital gain net income (from Part IV, line 2)... 353,536
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)....... 37 37  
12 Total. Add lines 1 through 11........ 677,716 673,225  
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)......... 4,391 0   4,391
b Accounting fees (attach schedule)....... 21,000 0   21,000
c Other professional fees (attach schedule).... 69,987 69,987   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 7,098 7,098   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 6,496 6,496   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 108,972 83,581   25,391
25 Contributions, gifts, grants paid....... 628,127 628,127
26 Total expenses and disbursements. Add lines 24 and 25 737,099 83,581   653,518
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -59,383
b Net investment income (if negative, enter -0-) 589,644
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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.............   1 1
2 Savings and temporary cash investments......... 550,321 1,412,013 1,412,013
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) 630,011 Click to see attachment738,721 807,094
b Investments—corporate stock (attach schedule)....... 7,870,293 Click to see attachment6,988,953 11,062,061
c Investments—corporate bonds (attach schedule)....... 2,029,515 Click to see attachment2,080,196 2,167,916
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,341,417 Click to see attachment1,248,054 1,418,093
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) 12,421,557 12,467,938 16,867,178
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 12,421,557 12,467,938
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 12,421,557 12,467,938
30 Total liabilities and net assets/fund balances (see instructions). 12,421,557 12,467,938
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
12,421,557
2
Enter amount from Part I, line 27a .....................
2
-59,383
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
105,764
4
Add lines 1, 2, and 3 ..........................
4
12,467,938
5
Decreases not included in line 2 (itemize) bullet
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
12,467,938
Form 990-PF (2020)
Form 990-PF (2020)
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 CAPITAL GAIN DISTRIBUTIONS P    
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,728,253   4,389,843 338,410
b 15,126     15,126
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       338,410
b       15,126
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 353,536
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 8,196
c All other domestic foundations enter 1.39% 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 8,196
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 8,196
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,203
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 9,500
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,703
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 64
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 5,443
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet5,443 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 the instructions
for the 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)
    bulletIL
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletN/A
    14
    The books are in care ofbulletTHOMAS DONNELLEY II Telephone no.bullet (312) 827-1202

    Located atbullet333 N MICHIGAN STE 2211CHICAGOIL ZIP+4bullet606014048
    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 2020, 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
     
     
    ........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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    THOMAS DONNELLEY II PRESIDENT
    0.00
    0 0 0
    333 N MICHIGAN AVENUE
    CHICAGO,IL606014048
    NIEL J DONNELLEY VICE PRESIDENT
    0.00
    0 0 0
    333 N MICHIGAN AVENUE
    CHICAGO,IL606014048
    DAVID DONNELLEY VP/SECRETARY
    0.00
    0 0 0
    333 N MICHIGAN AVENUE
    CHICAGO,IL606014048
    ROBERT DONNELLEY VP/TREASURER
    0.00
    0 0 0
    190 VIA PALMA
    PALM BEACH,FL33480
    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 (2020)
    Form 990-PF (2020)
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 N/A 0
    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 N/A 0
    2  
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    14,313,511
    b
    Average of monthly cash balances.......................
    1b
    712,487
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    15,025,998
    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
    15,025,998
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    225,390
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    14,800,608
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    740,030
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    740,030
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    8,196
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,196
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    731,834
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    731,834
    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
    731,834
    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
    653,518
    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
    653,518
    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
    653,518
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 731,834
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 88,592
    b From 2016...... 179,893
    c From 2017...... 56,191
    d From 2018...... 146,552
    e From 2019...... 229,983
    fTotal of lines 3a through e........ 701,211
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 653,518
    a Applied to 2019, 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)........
    Click to see attachment0
    d Applied to 2020 distributable amount..... 653,518
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 78,316 78,316
    (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 5 622,895
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...
    10,276
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    612,619
    10 Analysis of line 9:
    a Excess from 2016.... 179,893
    b Excess from 2017.... 56,191
    c Excess from 2018.... 146,552
    d Excess from 2019.... 229,983
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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).)
    THOMAS DONNELLEY II
    NIEL J DONNELLEY
    ROBERT DONNELLEY
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    ALDER FIRE DISTRICT
    29 UPPER RUBY RD
    ALDER,MT59710
      501(C)(3) UNRESTRICTED 1,000
    ARCHIBALD BIOLOGICAL STATION
    123 MAIN DR
    ARCHBOLD,FL33960
      501(C)(3) UNRESTRICTED 1,000
    ARIZONA-SONORA DESERT MUSEUM
    2021 N KINNEY RD
    TUCSON,AZ85743
      501(C)(3) UNRESTRICTED 2,000
    ARLINGTON ARTS & ENRICHMENT PROGRAM
    4250 RT 7A
    ARLINGTON,VT05250
      501(C)(3) UNRESTRICTED 4,000
    AWARENESS FOUNDATION AMERICA
    PO BOX 217
    ROSS,CA94957
      501(C)(3) UNRESTRICTED 500
    BANGOR AREA HOMELESS SHELTER
    263 MAIN ST
    BANGOR,ME04401
      501(C)(3) UNRESTRICTED 250
    BERKSHIRE SCHOOL
    UNDERMOUNTAIN ROAD
    SHEFFIELD,MA01257
      501(C)(3) UNRESTRICTED 1,700
    BHUTAN FOUNDATION
    21 DUPONT CIRCLE NW SUITE 755
    WASHINGTON,DC20036
      501(C)(3) UNRESTRICTED 500
    CAMP DUDLEY
    126 DUDLEY RD
    WESTPORT,NY12993
      501(C)(3) UNRESTRICTED 1,500
    CAMP MARSHALL EPISCOPAL DIOCESE OF MT
    41524 MELITA ISLAND RD
    POLSON,MT59860
      501(C)(3) UNRESTRICTED 300
    CAPE COD MUSEUM OF NATURAL HISTORY
    869 MAIN STREET/ROUTE 6A
    BREWSTER,MA02631
      501(C)(3) UNRESTRICTED 400
    CARRABASSET VALLEY ACADEMY
    3197 CARRABASSETT DRIVE
    CARRABASSET VALLEY,ME04947
      501(C)(3) UNRESTRICTED 750
    CHAPEL & YORK US FOUNDATION
    641 LEXINGTON AVE
    NEW YORK,NY10022
      501(C)(3) UNRESTRICTED 2,200
    CHARITIES AID FOUNDATION OF AMERICA
    225 REINEKERS LANE SUITE 375 CAF
    AMERICA
    ALEXANDRIA,VA22314
      501(C)(3) UNRESTRICTED 3,000
    CHICAGO ARCHITECTURE FOUNDATION
    111 E UPPER WACKER DR
    CHICAGO,IL60601
      501(C)(3) UNRESTRICTED 10,000
    CHICAGO PUBLIC MEDIA
    848 EAST GRAND AVE
    CHICAGO,IL60611
      501(C)(3) UNRESTRICTED 1,000
    CHICAGO SYMPHONY ORCHESTRA
    220 S MICHIGAN AVE
    CHICAGO,IL60604
      501(C)(3) UNRESTRICTED 1,000
    CHICAGO YOUTH CENTERS
    218 SOUTH WABASH AVENUE
    CHICAGO,IL60604
      501(C)(3) UNRESTRICTED 26,500
    CHURCH OF THE HEAVENLY REST
    1085 5TH AVE
    NEW YORK,NY10128
      501(C)(3) UNRESTRICTED 7,000
    COLBY COLLEGE1813 SOCIETY
    MAYFLOWER HILL DRIVE
    WATERVILLE,ME04901
      501(C)(3) UNRESTRICTED 300
    DEERFIELD ACADEMY
    7 BOYDEN LN
    DEERFIELD,MA01342
      501(C)(3) UNRESTRICTED 1,500
    DEERFIELD ACADEMY
    7 BOYDEN LN
    DEERFIELD,MA01342
      501(C)(3) UNRESTRICTED 1,000
    DOCTORS WITHOUT BORDERS
    40 RECTOR ST 16TH FLOOR
    NEW YORK,NY10006
      501(C)(3) UNRESTRICTED 500
    DOCTORS WITHOUT BORDERS
    40 RECTOR ST 16TH FLOOR
    NEW YORK,NY10006
      501(C)(3) UNRESTRICTED 500
    DRUMMOND ISLAND HISTORICAL MUSEUM
    S WATER ST
    DRUMMOND,MI49726
      501(C)(3) UNRESTRICTED 2,000
    DRUMMOND ISLAND PUBLIC LIBRARY
    29934 E COURT ST
    DRUMMOND,MI49726
      501(C)(3) UNRESTRICTED 2,000
    DRUMMOND ISLAND SPORTSMAN CLUB
    PO BOX 270
    DRUMMOND,MI49726
      501(C)(3) UNRESTRICTED 2,000
    ELLING HOUSE ARTS & HUMANITIES CENTER
    404 E IDAHO ST
    VIRGINIA CITY,MT59755
      501(C)(3) UNRESTRICTED 1,500
    FOOD BANK OF NEW YORK
    39 BROADWAY
    NEW YORK,NY10038
      501(C)(3) UNRESTRICTED 5,000
    FOREST BLUFF SCHOOL
    8 W SCRANTON AVE
    LAKE BLUFF,IL60044
      501(C)(3) UNRESTRICTED 2,000
    FREEDOM GOLD ASSOCIATION
    504 BURR RIDGE CLUB DR
    BURR RIDGE,IL605275208
      501(C)(3) UNRESTRICTED 1,000
    FREEDOM GOLF ASSOCIATION
    504 BURR RIDGE CLUB DR
    BURR RIDGE,IL60527
      501(C)(3) UNRESTRICTED 1,000
    FRIENDS OF HISTORIC SECOND CHURCH
    1936 S MICHIGAN AVE
    CHICAGO,IL60616
      501(C)(3) UNRESTRICTED 15,000
    FRIENDS OF TUCSON'S BIRTHPLACE
    946 W MISSION LN
    TUCSON,AZ85745
      501(C)(3) UNRESTRICTED 1,000
    GAYLORD BUILDING FOUNDATION
    200 W 8TH ST
    LOCKPORT,IL60441
      501(C)(3) UNRESTRICTED 2,000
    GLESSNER HOUSE MUSEUM
    1800 S PRAIRIE AVE CHICAGO
    CHICAGO,IL60616
      501(C)(3) UNRESTRICTED 2,500
    HARBORVIEW ASSISTED LIVING IN DETOUR VILLAGE
    675 ONTARIO ST
    DE TOUR VILLAGE,MI49725
      501(C)(3) UNRESTRICTED 2,000
    HARRIS THEATER FOR MUSIC & DANCE
    205 E RANDOLPH ST
    CHICAGO,IL60601
      501(C)(3) UNRESTRICTED 1,500
    HEGELER CARUS FOUNDATION
    1307 7TH ST
    LASALLE,IL61301
      501(C)(3) UNRESTRICTED 500
    HELPING HAND CENTER
    9649 W 55TH ST
    COUNTRYSIDE,IL60525
      501(C)(3) UNRESTRICTED 10,000
    HELPING HANDS
    9649 W 55TH ST
    COUNTRYSIDE,IL60525
      501(C)(3) UNRESTRICTED 10,000
    HISTORIC DEERFIELD
    803 S STATE ST
    LOCKPORT,IL60441
      501(C)(3) UNRESTRICTED 500
    ILLINOIS INSTITUTE OF TECHNOLOGY
    10 W 35TH ST CHICAGO
    CHICAGO,IL60616
      501(C)(3) UNRESTRICTED 1,000
    INTERNATIONAL CRANE FOUNDATION
    E 11376 SHADY LANE RD PO BOX 447
    BARABOO,WI53913
      501(C)(3) UNRESTRICTED 5,000
    INTERNATIONAL CRANE FOUNDATION
    E 11376 SHADY LANE RD PO BOX 447
    BARABOO,WI53913
      501(C)(3) UNRESTRICTED 250
    KNOW AGENDA FOUNDATION
    3823 NE 24TH AVE
    PORTLAND,OR97212
      501(C)(3) UNRESTRICTED 1,000
    LAKE FOREST CEMETERY COMMISSION
    1525 LAKE RD
    LAKE FOREST,IL60045
      501(C)(3) UNRESTRICTED 1,000
    LAKE FOREST COLLEGE
    555 NORTH SHERLAND ROAD
    LAKE FOREST,IL60045
      501(C)(3) UNRESTRICTED 20,000
    LAKE FOREST COLLEGE
    555 NORTH SHERLAND ROAD
    LAKE FOREST,IL60045
      501(C)(3) UNRESTRICTED 2,500
    LAKE FOREST COLLEGE
    555 NORTH SHERLAND ROAD
    LAKE FOREST,IL60045
      501(C)(3) UNRESTRICTED 1,500
    LAPORTE COUNTY HISTORICAL STEAM SOCIETY
    1201 E 1000 N
    LA PORTE,IN46350
      501(C)(3) UNRESTRICTED 3,000
    LIGHTHOUSE CHRISTIAN CHURCH
    1250 N BANANA RIVER DR
    MERRITT IS,FL32952
      501(C)(3) UNRESTRICTED 500
    LIGHTHOUSE CHRISTIAN CHURCH
    1250 N BANANA RIVER DR
    MERRITT IS,FL32952
      501(C)(3) UNRESTRICTED 500
    LINCOLN PARK CONSERVANCY
    2000 N RACINE AVE 4800
    CHICAGO,IL60614
      501(C)(3) UNRESTRICTED 10,000
    LINCOLN PARK ZOO
    2001 N CLARK ST
    CHICAGO,IL60614
      501(C)(3) UNRESTRICTED 2,500
    LIPPITT HOUSE MUSEUM
    199 HOPE ST
    PROVIDENCE,RI02906
      501(C)(3) UNRESTRICTED 2,000
    LITTLE ORPHANS ANIMAL RESCUE
    15 WEST ST
    MONTELLO,WI53949
      501(C)(3) UNRESTRICTED 3,034
    LITTLE ORPHANS ANIMAL RESCUE
    15 WEST ST
    MONTELLO,WI53949
      501(C)(3) UNRESTRICTED 4,811
    LYRIC OPERA OF CHICAGO
    20 N UPPER WACKER DR
    CHICAGO,IL60606
      501(C)(3) UNRESTRICTED 1,000
    MADISON VALLEY MEDICAL CENTER FDN
    305 MAIN ST
    ENNIS,MT59729
      501(C)(3) UNRESTRICTED 2,500
    MAINE ISLAND TRAIL ASSOCIATION
    100 KENSINGTON ST
    PORTLAND,ME04103
      501(C)(3) UNRESTRICTED 750
    MAINE MARITIME ACADEMY
    1 PLEASANT ST
    CASTINE,ME04420
      501(C)(3) UNRESTRICTED 250
    MCMU PUBLIC MEDIA
    1999 EAST CAMPUS DR
    MT PLEASANT,MI48859
      501(C)(3) UNRESTRICTED 1,000
    MGH LEADERSHIP COUNCIL FOR PSYCHIATRY FUND
    165 CAMBRIDGE STREET SUITE 600
    BOSTON,MA02114
      501(C)(3) UNRESTRICTED 10,000
    MONTANA LAKE RELIANCE
    PO BOX 355
    HELENA,MT596240355
      501(C)(3) UNRESTRICTED 500
    NASHOBA BROOKS
    200 STRAWBERRY HILL RD
    CONCORD,MA01742
      501(C)(3) UNRESTRICTED 750
    NATIONAL TRUST FOR HISTORIC PRESERVATION
    2600 VIRGINIA AVE NW
    WASHINGTON,DC20037
      501(C)(3) UNRESTRICTED 1,500
    NATIONAL TRUST FOR HISTORIC PRESERVATION
    2600 VIRGINIA AVE NW
    WASHINGTON,DC20037
      501(C)(3) UNRESTRICTED 10,000
    NORTHWESTERN LAKE FOREST HOSPITAL
    1000 N WESTMORELAND RD
    LAKE FOREST,IL60045
      501(C)(3) UNRESTRICTED 2,000
    NORTHWESTERN MEMORIAL FOUNDATION
    251 E HURON ST
    CHICAGO,IL60611
      501(C)(3) UNRESTRICTED 1,500
    NORTON MUSEUM OF ART
    1451 S OLIVE AVE
    WEST PALM BEACH,FL33401
      501(C)(3) UNRESTRICTED 30,000
    OPENLANDS
    350 N WAUKEGAN ROAD
    LAKE FOREST,IL60045
      501(C)(3) UNRESTRICTED 2,000
    OPPORTUNITY EARLY CHILDHOOD EDUCATION
    4171 WESTGATE AVE
    WEST PALM BEACH,FL33409
      501(C)(3) UNRESTRICTED 1,000
    OUT IN THE OPEN
    PO BOX 1685
    BRATTLEBORO,VT05302
      501(C)(3) UNRESTRICTED 500
    PLANNED PARENTHOOD FEDERATION OF AMERICA
    18 SOUTH MICHIGAN AVENUE NO 6TH FL
    CHICAGO,IL60603
      501(C)(3) UNRESTRICTED 750
    PLANNED PARENTHOOD FEDERATION OF AMERICA
    18 SOUTH MICHIGAN AVENUE NO 6TH FL
    CHICAGO,IL60603
      501(C)(3) UNRESTRICTED 1,000
    PRESERVATION FOUNDATION OF THE BATH & TENNIS CLUB
    1170 S OCEAN BLVD
    PALM BEACH,FL334805004
      501(C)(3) UNRESTRICTED 1,000
    RED CANOE FOUNDATION
    96 BAY STATE ROAD APT 9
    BOSTON,MA02215
      501(C)(3) UNRESTRICTED 400
    ROYAL RIVER CONSERVATION TRUST
    52 NORTH RD
    YARMOUTH,ME04096
      501(C)(3) UNRESTRICTED 650
    RUBY HABITAT FOUNDATION
    PO BOX 638
    SHERIDAN,MT59749
      501(C)(3) UNRESTRICTED 1,000
    RUBY VALUE HOSPITAL FOUNDATION
    PO BOX 336
    SHERIDAN,MT59749
      501(C)(3) UNRESTRICTED 2,000
    RUSH MEDICAL FOUNDATION
    1314 19TH AVE
    MERIDIAN,MS39301
      501(C)(3) UNRESTRICTED 1,000
    SALISBURY SCHOOL
    251 CANAAN ROAD
    SALISBURY,CT06068
      501(C)(3) UNRESTRICTED 400
    SONOMA CHARTER SCHOOL
    17202 SONOMA HWY
    SONOMA,CA95476
      501(C)(3) UNRESTRICTED 10,000
    SONOMA CHARTER SCHOOL
    17202 SONOMA HWY
    SONOMA,CA95476
      501(C)(3) UNRESTRICTED 10,000
    SONOMA CHARTER SCHOOL
    17202 SONOMA HWY
    SONOMA,CA95476
      501(C)(3) UNRESTRICTED 2,500
    SONOMA TEACHING PROJECT
    17202 SONOMA HWY
    SONOMA,CA95476
      501(C)(3) UNRESTRICTED 36,000
    SONOMA TEACHING PROJECT
    17202 SONOMA HWY
    SONOMA,CA95476
      501(C)(3) UNRESTRICTED 12,000
    SONOMA TEACHING PROJECT
    17202 SONOMA HWY
    SONOMA,CA95476
      501(C)(3) UNRESTRICTED 12,000
    SONOMA VALLEY COMMUNITY CHURCH
    181 CHASE ST
    SONOMA,CA95476
      501(C)(3) UNRESTRICTED 2,500
    ST JAMES CATHEDRAL
    804 NINTH AVENUE
    SEATTLE,WA98104
      501(C)(3) UNRESTRICTED 500
    ST TIMOTHY'S SCHOOL
    8400 GREENSPRING AVE
    STEVENSON,MD21153
      501(C)(3) UNRESTRICTED 1,500
    ST CHRYSOSTOM'S CHURCH
    504 TRIVISTA LEFT ST
    HOT SPRINGS,AR71901
      501(C)(3) UNRESTRICTED 2,500
    ST PAUL'S EPISCOPAL CHURCH
    231 S LASALLE STREET
    CHICAGO,IL60697
      501(C)(3) UNRESTRICTED 12,000
    THE ART INSTITUTE OF CHICAGO
    111 S MICHIGAN AVE
    CHICAGO,IL60603
      501(C)(3) UNRESTRICTED 2,500
    THE BASCOM PALMER EYE INSTITUTE
    900 NW 17TH ST 2ND FLOOR
    MIAMI,FL33136
      501(C)(3) UNRESTRICTED 10,000
    THE BRONX DOCUMENTARY CENTER
    900 NW 17TH ST 2ND FLOOR
    MIAMI,FL33136
      501(C)(3) UNRESTRICTED 1,000
    THE CHURCH OF BETHESDAY-BY-THE-SEA
    141 S COUNTY RD
    PALM BEACH,FL33480
      501(C)(3) UNRESTRICTED 10,000
    THE CHURCH OF THE HOLY SPIRIT
    8134 BLANCO ROAD
    SAN ANTONIO,TX78216
      501(C)(3) UNRESTRICTED 7,000
    THE COMMUNITY FOOD BANK OF SOUTHERN ARIZONA
    3003 S COUNTRY CLUB RD
    TUCSON,AZ85713
      501(C)(3) UNRESTRICTED 5,000
    THE EDIBLE SCHOOLYARD PROJECT
    1781 ROSE ST
    BERKELEY,CA94703
      501(C)(3) UNRESTRICTED 1,200
    THE EVERGLADES FOUNDATION
    18001 OLD CUTLER RD SUITE 625
    PALMETTO BAY,FL33157
      501(C)(3) UNRESTRICTED 1,000
    THE FIELD MUSEUM
    1400 S LAKE SHORE DR
    CHICAGO,IL60605
      501(C)(3) UNRESTRICTED 3,000
    THE FIELD MUSEUM
    1400 S LAKE SHORE DR
    CHICAGO,IL60605
      501(C)(3) UNRESTRICTED 5,000
    THE FLORENCE IMMIGRANT & REFUGEE RIGHTS PROJECT
    PO BOX 86299
    TUCSON,AZ857546299
      501(C)(3) UNRESTRICTED 500
    THE KENSINGTON CONSERVANCY
    500 N WESTERN AVE STE 204
    LAKE FOREST,IL60045
      501(C)(3) UNRESTRICTED 400
    THE KENSINGTON CONSERVANCY
    500 N WESTERN AVE STE 204
    LAKE FOREST,IL60045
      501(C)(3) UNRESTRICTED 1,000
    THE LORD'S PLACE
    PO BOX 3265
    WEST PALM BEACH,FL33402
      501(C)(3) UNRESTRICTED 10,000
    THE LORD'S PLACE
    PO BOX 3265
    WEST PALM BEACH,FL33402
      501(C)(3) UNRESTRICTED 500
    THE MONTANA HISTORY FOUNDATION
    1750 NORTH WASINGTON STREET
    HELENA,MT59601
      501(C)(3) UNRESTRICTED 10,000
    THE MORTON ARBORETUM
    4100 ILLINOIS RT53
    LISLE,IL60532
      501(C)(3) UNRESTRICTED 2,500
    THE NIGHT MINISTRY
    4711 N RAVENSWOOD AVE
    CHICAGO,IL60640
      501(C)(3) UNRESTRICTED 1,000
    THE PHILANTHROPY WORKSHOP
    110 E 25TH ST
    NEW YORK,NY10010
      501(C)(3) UNRESTRICTED 24,000
    THE SCHOOL OF THE ART INSTITUTE OF CHICAGO
    111 SOUTH MI AVENUE
    CHICAGO,IL60603
      501(C)(3) UNRESTRICTED 10,000
    THE SOCIETY OF THE FOUR ARTS
    FOUR ARTS PLAZA
    PALM BEACH,FL33480
      501(C)(3) UNRESTRICTED 10,000
    THE SOCIETY OF THE FOUR ARTS
    FOUR ARTS PLAZA
    PALM BEACH,FL33480
      501(C)(3) UNRESTRICTED 10,000
    THE SOCIETY OF THE FOUR ARTS
    FOUR ARTS PLAZA
    PALM BEACH,FL33480
      501(C)(3) UNRESTRICTED 10,000
    THE SONOMA TEACHING PROJECT
    1801 EAST COTATI AVE
    ROHNERT PARK,CA94928
      501(C)(3) UNRESTRICTED 12,000
    THE SONOMA VALLEY HOSPITAL FOUNDATION
    347 ANDRIEUX ST
    SONOMA,CA95476
      501(C)(3) UNRESTRICTED 1,000
    THE WOMEN'S BOARD OF UNIVERSITY OF CHICAGO
    5235 S HARPER CT
    CHICAGO,IL60615
      501(C)(3) UNRESTRICTED 1,000
    THOMPSON-HICKMAN COUNTRY LIBRARY
    217 E IDAHO ST
    VIRGINIA CITY,MT59755
      501(C)(3) UNRESTRICTED 1,000
    TOWN OF PALM BEACH UNITED WAY
    44 COCOANUT ROW
    PALM BEACH,FL33480
      501(C)(3) UNRESTRICTED 1,000
    TROUT & SALMON FOUNDATION
    4801 S LAWNDALE AVENUE
    CHICAGO,IL60632
      501(C)(3) UNRESTRICTED 2,500
    TROUT & SALMON FOUNDATION
    4801 S LAWNDALE AVENUE
    CHICAGO,IL60632
      501(C)(3) UNRESTRICTED 500
    TROUT & SALMON FOUNDATION
    4801 S LAWNDALE AVENUE
    CHICAGO,IL60632
      501(C)(3) UNRESTRICTED 250
    TUNNEL TOWERS FOUNDATION
    2361 HYLAN BLVD
    STATEN ISLAND,NY10306
      501(C)(3) UNRESTRICTED 5,000
    UW FOUNDATION UW DEPARTMENT OF MEDICINE
    1685 HIGHLAND AVENUE 5158 MEDICAL
    FOUNDATION CENTENNIAL BUILDING
    MADISON,WI537052281
      501(C)(3) UNRESTRICTED 58,288
    UC SAN DIEGO FOUNDATION
    UC SAN DIEGO FOUNDATION 3333 NORTH
    TORREY COURT STE 200
    LA JOLLA,CA92037
      501(C)(3) UNRESTRICTED 10,000
    UNITED NATIONS FOUNDATIONCOVID 19 FUND
    320 EAST 43RD STREET 3RD FLOOR
    NEW YORK,NY10017
      501(C)(3) UNRESTRICTED 750
    UNIVERSITY OF WISCONSIN
    702 WEST JOHNSON STREET SUITE 1101
    MADISON,WI537151007
      501(C)(3) UNRESTRICTED 24,294
    WHEATON COLLEGE
    501 COLLEGE AVE
    WHEATON,IL60187
      501(C)(3) UNRESTRICTED 2,500
    WIKIMEDIA FOUNDATION INC
    120 KEARNY STREET 16TH FLOOR
    SAN FRANCISCO,CA94104
      501(C)(3) UNRESTRICTED 5,000
    WTTW
    5400 N ST LOUIS AVENUE
    CHICAGO,IL60625
      501(C)(3) UNRESTRICTED 2,500
    YALE 1955 CLASS 65TH REUNION
    PO BOX 209010
    NEW HAVEN,CT065209010
      501(C)(3) UNRESTRICTED 1,500
    Total .................................bullet 3a 628,127
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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....     14 319,652  
    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 37  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 353,536  
    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).. 0 673,225 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    673,225
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    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
    2020
    Name of the organization
    THE DONNELLEY FOUNDATION
     
    Employer identification number

    36-6066894
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE DONNELLEY FOUNDATION
     
    Employer identification number
    36-6066894
    Part I
    Contributors
    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
    THOMAS E DONNELLEY II
    333 N MICHIGAN AVENUE
     
    CHICAGO, IL606014048

    $ 3,294


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    THOMAS E DONNELLEY II
    333 N MICHIGAN AVENUE
     
    CHICAGO, IL606014048

    $ 1,197


    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE DONNELLEY FOUNDATION
     
    Employer identification number

    36-6066894
    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
    88 SHARES APPLE $ 27,834 2020-05-22
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    21 SHARES UNITED HEALTHCARE $ 11,788 2020-05-22
    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE DONNELLEY FOUNDATION
     
    Employer identification number

    36-6066894
    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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    THE DONNELLEY FOUNDATION
    EIN:
    36-6066894
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEES 21,000 0   21,000

    TY 2020 AllOthProgRltdInvestmentsSch
    Name:
    THE DONNELLEY FOUNDATION
    EIN:
    36-6066894
    Category Amount
    N/A 0

    TY 2020 DistributionFromCorpusElection
    Name:
    THE DONNELLEY FOUNDATION
    EIN:
    36-6066894
    Election:
    THE DONNELLEY FOUNDATION HEREBY ELECTS TO TREAT QUALIFYING DISTRIBUTIONS FOR 2011 AS BEING MADE OUT OF CORPUS PURSUANT TO REG. SEC. 53-4942(A)-3(D)(2). THE AMOUNT ELECTED TO BE TREATED AS A DISTRIBUTION OUT OF CORPUS IS SHOWN ON FORM 990-PF, PART XIII, LINE 4C.____________________________________JAMES R. DONNELLEY, FIRST VICE PRESIDENT

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE DONNELLEY FOUNDATION
    EIN:
    36-6066894
    Name of Bond End of Year Book Value End of Year Fair Market Value
    SEE ATTACHED STATEMENTS 2,080,196 2,167,916

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE DONNELLEY FOUNDATION
    EIN:
    36-6066894
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SEE ATTACHED STATEMENTS 6,988,953 11,062,061

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE DONNELLEY FOUNDATION
    EIN:
    36-6066894
    US Government Securities - End of Year Book Value:

    738,721
    US Government Securities - End of Year Fair Market Value:

    807,094
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE DONNELLEY FOUNDATION
    EIN:
    36-6066894
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SEE ATTACHED STATEMENTS AT COST 1,248,054 1,418,093

    TY 2020 LegalFeesSchedule
    Name:
    THE DONNELLEY FOUNDATION
    EIN:
    36-6066894
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 4,391 0   4,391


    TY 2020 OtherExpensesSchedule
    Name:
    THE DONNELLEY FOUNDATION
    EIN:
    36-6066894
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL 6,496 6,496   0


    TY 2020 OtherIncomeSchedule2
    Name:
    THE DONNELLEY FOUNDATION
    EIN:
    36-6066894
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISC INCOME 37 37 37


    TY 2020 OtherIncreasesSchedule
    Name:
    THE DONNELLEY FOUNDATION
    EIN:
    36-6066894
    Description Amount
    TIMING DIFFERENCE 105,764


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE DONNELLEY FOUNDATION
    EIN:
    36-6066894
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 69,987 69,987   0


    TY 2020 TaxesSchedule
    Name:
    THE DONNELLEY FOUNDATION
    EIN:
    36-6066894
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 7,088 7,088   0
    IL STATE TAX 10 10   0