Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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)1498 HERITAGE LANE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
YORK, PA17403
A Employer identification number

23-6859909
B Telephone number (see instructions)

(717) 424-1851
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$28,097,227J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 814,295 814,295  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,371,373
b Gross sales price for all assets on line 6a 44,527,132
7 Capital gain net income (from Part IV, line 2)... 6,371,373
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,148 0  
12 Total. Add lines 1 through 11........ 7,186,816 7,185,668  
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)......... Click to see attachment
List of Attached Documents:
// Content
73,122 0   73,122
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
284,032 93,846   190,186
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 10,022 0   10,076
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,799 299   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 368,975 94,145   273,384
25 Contributions, gifts, grants paid....... 1,604,834 1,604,834
26 Total expenses and disbursements. Add lines 24 and 25 1,973,809 94,145   1,878,218
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,213,007
b Net investment income (if negative, enter -0-) 7,091,523
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 447,598 28,097,227 28,097,227
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,026,563 0 0
b Investments—corporate stock (attach schedule)....... 17,121,720 0 0
c Investments—corporate bonds (attach schedule)....... 3,538,339 0 0
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 750,000 0 0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,884,220 28,097,227 28,097,227
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 22,884,220 28,097,227
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 22,884,220 28,097,227
30 Total liabilities and net assets/fund balances (see instructions). 22,884,220 28,097,227
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
22,884,220
2
Enter amount from Part I, line 27a .....................
2
5,213,007
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
28,097,227
5
Decreases not included in line 2 (itemize) right arrow
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
28,097,227
Form 990-PF (2023)
Form 990-PF (2023)
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 DELIVERED PER CLIENT 1 SHARES OF MELLON PRIVATE EQUITY FD IV P   2023-01-01
b NOTE PAYMENT RECEIVED OF UNP RR CO 2006 PASS TRUST 5.866% 7/2/2030 P   2023-01-02
c SOLD 4,135 SHARES @ $44.8394 OF BAXTER INTL INC COM (BAX) P   2023-01-11
d SOLD 1,230 SHARES @ $410.3653 OF ISHARES S&P 500 INDEX FUND (IVV) P   2023-02-13
e SOLD 1,555 SHARES @ $108.8452 OF MERCK & CO. INC. (MRK) P   2023-02-16
MATURED OF US TREASURY NOTE 0.125% 2/28/2023 P   2023-02-28
SOLD 1,713 SHARES @ $234.6725 OF BECTON DICKINSON & CO COM (BDX) P   2023-03-02
SOLD 4,490 SHARES @ $108.622 OF VANGUARD FTSE ALL-WORLD EX-US SMCAP (VSS) P   2023-03-10
SOLD 265 SHARES @ $472.7807 OF UNITEDHEALTH GROUP INC COM (UNH) P   2023-03-10
SOLD 1,615 SHARES @ $77.44 OF TJX COS INC NEW COM (TJX) P   2023-03-10
SOLD 332 SHARES @ $400.572 OF ISHARES S&P 500 INDEX FUND (IVV) P   2023-03-10
SOLD 1,531 SHARES @ $65.633 OF VANGUARD FTSE PACIFIC ETF (VPL) P   2023-03-15
SOLD 861 SHARES @ $58.5117 OF VANGUARD FTSE EUROPE ETF (VGK) P   2023-03-15
SOLD 1,066 SHARES @ $94.61 OF ISHARES S&P SMALLCAP 600 FND (IJR) P   2023-03-15
SOLD 209 SHARES @ $242.3172 OF ISHARES S&P MIDCAP 400 INDEX (IJH) P   2023-03-15
SOLD 2,128 SHARES @ $47.23 OF ISHARES CORE MSCI EMERGING (IEMG) P   2023-03-15
SOLD 1,565 SHARES @ $64.165 OF ISHARES CORE MSCI EAFE ETF (IEFA) P   2023-03-15
SOLD 9,756.098 SHARES @ $9.21 OF BLACKROCK STRATEGIC INCOME OPPORTUNITY FD P   2023-03-22
SOLD 300,000 PAR VALUE @ $93.5234375 OF US TREASURY N/B 1.625% 2/15/26 P   2023-03-22
SOLD 2,031 SHARES @ $98.2694 OF ISHARES 0-5 YEAR TIPS BOND ETF (STIP) P   2023-03-23
SOLD 1,061 SHARES @ $338.929 OF S&P GLOBAL INC (SPGI) P   2023-03-23
SOLD 6,450 SHARES @ $72.6683 OF SPDR S&P 600 SMALL CAP GROWTH (SLYG) P   2023-03-23
SOLD 3,002 SHARES @ $100.251 OF STARBUCKS CORP (SBUX) P   2023-03-23
SOLD 6,950 SHARES @ $98.0571 OF RAYTHEON TECHNOLOGIES CORP (RTX) P   2023-03-23
SOLD 2,910 SHARES @ $177.9144 OF PEPSICO INC COM (PEP) P   2023-03-23
SOLD 7,330 SHARES @ $87.5596 OF ORACLE CORP COM (ORCL) P   2023-03-23
SOLD 2,287 SHARES @ $273.2474 OF MICROSOFT CORP COM (MSFT) P   2023-03-23
SOLD 4,075 SHARES @ $104.9322 OF MERCK & CO. INC. (MRK) P   2023-03-23
SOLD 2,330 SHARES @ $72.2117 OF MCCORMICK & CO -NON VTG SHRS (MKC) P   2023-03-23
SOLD 5,980 SHARES @ $80.519 OF MEDTRONIC PLC ADR (MDT) P   2023-03-23
SOLD 1,630 SHARES @ $268.9424 OF MCDONALDS CORP COM (MCD) P   2023-03-23
SOLD 2,600 SHARES @ $94.1435 OF ISHARES BARCLAYS MBS BD (MBB) P   2023-03-23
SOLD 1,140 SHARES @ $351.6674 OF MASTERCARD INC CLASS A (MA) P   2023-03-23
SOLD 2,755 SHARES @ $196.6573 OF LOWES COS INC COM (LOW) P   2023-03-23
SOLD 4,380 SHARES @ $130.5351 OF JPMORGAN CHASE & CO COM (JPM) P   2023-03-23
SOLD 2,440 SHARES @ $152.4359 OF JOHNSON & JOHNSON COM (JNJ) P   2023-03-23
SOLD 1,775 SHARES @ $233.2958 OF ILLINOIS TOOL WORKS INC (ITW) P   2023-03-23
SOLD 615 SHARES @ $415.5892 OF INTUIT COM (INTU) P   2023-03-23
SOLD 13,179 SHARES @ $95.9093 OF ISHARES S&P SMALLCAP 600 FND (IJR) P   2023-03-23
SOLD 3,361 SHARES @ $245.4843 OF ISHARES S&P MIDCAP 400 INDEX (IJH) P   2023-03-23
SOLD 39,414 SHARES @ $47.1643 OF ISHARES CORE MSCI EMERGING (IEMG) P   2023-03-23
SOLD 21,225 SHARES @ $64.7793 OF ISHARES CORE MSCI EAFE ETF (IEFA) P   2023-03-23
SOLD 2,325 SHARES @ $189.3126 OF HONEYWELL INTL INC COM (HON) P   2023-03-23
SOLD 1,944 SHARES @ $208.0722 OF DOLLAR GENERAL CORP (DG) P   2023-03-23
SOLD 4,130 SHARES @ $69.534 OF DUPONT DE NEMOURS INC (DD) P   2023-03-23
SOLD 3,490 SHARES @ $159.2493 OF CHEVRON CORPORATION (CVX) P   2023-03-23
SOLD 4,720 SHARES @ $74.7987 OF CVS HEALTH CORPORATION (CVS) P   2023-03-23
SOLD 6,010 SHARES @ $50.4524 OF CISCO SYS INC COM (CSCO) P   2023-03-23
SOLD 1,130 SHARES @ $490.6396 OF COSTCO WHSL CORP NEW COM (COST) P   2023-03-23
SOLD 760 SHARES @ $662.6581 OF BLACKROCK INC (BLK) P   2023-03-23
SOLD 3,327 SHARES @ $26.5097 OF POWERSHARES INVESCO TAXABLE MUNICIPAL BOND P   2023-03-23
SOLD 10,450 SHARES @ $51.2931 OF AVANTIS EMERGING MARKETS EQUITY ETF (AVEM) P   2023-03-23
SOLD 13,215 SHARES @ $57.0334 OF AVANTIS INTERNATIONAL SMALL CAP VALUE ETF P   2023-03-23
SOLD 1,010 SHARES @ $276.1108 OF AIR PRODS & CHEMS INC COM (APD) P   2023-03-23
SOLD 820 SHARES @ $302.7305 OF AON PLC CLASS A (AON) P   2023-03-23
SOLD 1,930 SHARES @ $194.6894 OF AMERICAN TOWER CORPORATION (AMT) P   2023-03-23
SOLD 1,225 SHARES @ $216.1743 OF AUTOMATIC DATA PROCESSING INCOM (ADP) P   2023-03-23
SOLD 1,485 SHARES @ $255.6205 OF ACCENTURE PLC ADR (ACN) P   2023-03-23
SOLD 5,740 SHARES @ $159.1091 OF APPLE INC COM (AAPL) P   2023-03-23
SOLD 120,000 PAR VALUE @ $98.058 OF VERIZON COMMUNICATIONS 3.5% 11/1/24 P   2023-03-23
SOLD 150,000 PAR VALUE @ $108.981 OF LOWES INC 6.50% 3/15/2029 P   2023-03-23
SOLD 150,000 PAR VALUE @ $87.192 OF HP INC 3.40% 6/17/2030 P   2023-03-23
SOLD 155,000 PAR VALUE @ $94.133 OF GENUINE PARTS CO. 1.75% 2/1/2025 P   2023-03-23
SOLD 203,000 PAR VALUE @ $92.003 OF COMCAST CORP 2.35% 1/15/27 P   2023-03-23
SOLD 140,000 PAR VALUE @ $91.813 OF AQUA AMERICA INC 5/1/29 P   2023-03-23
SOLD 75,000 PAR VALUE @ $98.597 OF AMAZON.COM INC 3.8% 12/5/24 P   2023-03-23
SOLD 150,000 PAR VALUE @ $84.738 OF ATT INC 2.75% 6/1/2031 P   2023-03-23
SOLD 330,000 PAR VALUE @ $99.90 OF FFCB 5.04% 2/23/2024 P   2023-03-23
SOLD 1,045 SHARES @ $165.1941 OF ZOETIS INC (ZTS) P   2023-03-23
SOLD 9,280 SHARES @ $37.4703 OF VERIZON COMMUNICATIONS INC COM (VZ) P   2023-03-23
SOLD 8,979 SHARES @ $65.6194 OF VANGUARD FTSE PACIFIC ETF (VPL) P   2023-03-23
SOLD 5,349 SHARES @ $58.8515 OF VANGUARD FTSE EUROPE ETF (VGK) P   2023-03-23
SOLD 2,311 SHARES @ $184.9325 OF UNITED PARCEL SERVICE INC CL B (UPS) P   2023-03-23
SOLD 870 SHARES @ $476.2765 OF UNITEDHEALTH GROUP INC COM (UNH) P   2023-03-23
SOLD 705 SHARES @ $554.1293 OF THERMO FISHER SCIENTIFIC INC (TMO) P   2023-03-23
SOLD 4,065 SHARES @ $76.0684 OF TJX COS INC NEW COM (TJX) P   2023-03-23
SOLD 5,322 SHARES @ $116.8555 OF SKYWORKS SOLUTIONS INC (SWKS) P   2023-03-23
SOLD 125,000 PAR VALUE @ $101.322 OF STATE PUB SCH BLDG REV SER A 5.25% 09/ P   2023-03-24
SOLD 100,000 PAR VALUE @ $85.312 OF NEW YORK CITY TRANS 2.625% 5/1/2030 P   2023-03-24
SOLD 45,000 PAR VALUE @ $100.52 OF LEANDER TX INDEP SD 5.0% 8/15/27 P   2023-03-24
SOLD 35,000 PAR VALUE @ $100.51 OF LEANDER TX 5.00% 8/15/2027 P   2023-03-24
SOLD 20,000 PAR VALUE @ $100.408 OF LEANDER TX 5.00% 8/15/2027 P   2023-03-24
SOLD 160,000 PAR VALUE @ $98.194 OF JPMORGAN CHASE & CO 3.9% 7/15/25 P   2023-03-24
SOLD 200,000 PAR VALUE @ $97.151 OF GOLDMAN SACHS GROUP 3.50% 1/23/25 P   2023-03-24
SOLD 150,000 PAR VALUE @ $94.894 OF CITIGROUP INC 4.125% 7/25/2028 P   2023-03-24
SOLD 100,000 PAR VALUE @ $96.137 OF CARLISLE PA AREA SD 2.00% 3/1/25 P   2023-03-24
SOLD 40,000 PAR VALUE @ $95.664 OF CAPITAL ONE FINANCIAL CORP. 4.985% 7/24 P   2023-03-24
SOLD 200,000 PAR VALUE @ $91.361 OF CALIFORNIA ST 3.05% 4/1/29 P   2023-03-24
SOLD 175,000 PAR VALUE @ $96.458 OF BANK OF AMERICA 3.384% 4/2/2026 P   2023-03-24
SOLD 50,000 PAR VALUE @ $95.498 OF BB&T CORP 2.50% 8/1/24 P   2023-03-24
SOLD 200,000 PAR VALUE @ $89.748 OF ALLSTATE CORP 0.75% 12/15/2025 P   2023-03-24
SOLD 168,000 PAR VALUE @ $90.696 OF OKLAHOMA G&E CO 3.30% 3/15/30 P   2023-03-27
SOLD 75,279.5926 PAR VALUE @ $97.82502 OF UNP RR CO 2006 PASS TRUST 5.866% 7 P   2023-03-29
DELIVERED PER CLIENT 1 SHARES OF MELLON PRIVATE EQUITY FD V P   2023-06-01
MATURED OF U.S TREASURY BILL 9/28/2023 P   2023-09-28
(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     500,000 -500,000
b 32,270   36,901 -4,631
c 185,283   223,052 -37,769
d 504,701   296,821 207,880
e 169,204   125,389 43,815
85,000   85,000 0
401,939   308,092 93,847
487,574   464,418 23,156
125,276   47,405 77,871
125,016   63,883 61,133
132,979   80,118 52,861
100,437   102,395 -1,958
50,352   59,431 -9,079
100,821   83,296 17,525
50,634   40,252 10,382
100,441   104,157 -3,716
100,370   90,469 9,901
89,854   100,000 -10,146
280,570   295,497 -14,927
199,523   206,065 -6,542
359,569   195,521 164,048
468,513   500,778 -32,265
300,861   186,577 114,284
681,283   478,504 202,779
517,639   295,411 222,228
641,587   325,229 316,358
624,843   63,810 561,033
427,473   254,749 172,724
168,182   208,576 -40,394
481,320   495,531 -14,211
438,324   316,315 122,009
244,693   280,223 -35,530
400,863   83,772 317,091
541,704   240,261 301,443
571,608   365,140 206,468
371,867   247,923 123,944
414,043   368,249 45,794
255,567   265,335 -9,768
1,263,583   858,031 405,552
824,965   664,453 160,512
1,857,736   1,868,943 -11,207
1,374,293   1,264,668 109,625
440,079   301,682 138,397
404,431   247,426 157,005
287,049   270,906 16,143
555,671   337,410 218,261
352,905   325,364 27,541
303,036   195,814 107,222
554,384   341,524 212,860
503,593   273,635 229,958
88,097   99,976 -11,879
535,695   539,638 -3,943
753,294   780,214 -26,920
278,839   167,429 111,410
248,212   221,340 26,872
375,690   337,176 38,514
264,775   95,897 168,878
379,549   129,332 250,217
913,107   69,048 844,059
117,670   120,502 -2,832
163,472   163,890 -418
130,788   157,298 -26,510
145,906   147,360 -1,454
186,766   200,878 -14,112
128,538   140,571 -12,033
73,948   75,114 -1,166
127,107   151,813 -24,706
329,670   330,000 -330
172,595   180,093 -7,498
347,443   357,887 -10,444
588,923   578,932 9,991
314,634   369,219 -54,585
427,306   255,766 171,540
414,331   77,823 336,508
390,637   368,442 22,195
309,094   127,504 181,590
621,740   683,111 -61,371
126,653   129,028 -2,375
85,312   102,442 -17,130
45,234   48,667 -3,433
35,179   37,931 -2,752
20,082   21,675 -1,593
157,110   162,335 -5,225
194,302   209,368 -15,066
142,341   163,721 -21,380
96,137   98,723 -2,586
38,266   39,677 -1,411
182,722   207,031 -24,309
168,802   166,504 2,298
47,749   49,987 -2,238
179,496   176,650 2,846
152,369   173,693 -21,324
73,644   86,082 -12,438
    250,000 -250,000
14,000,000   13,671,591 328,409
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       -500,000
b       -4,631
c       -37,769
d       207,880
e       43,815
      0
      93,847
      23,156
      77,871
      61,133
      52,861
      -1,958
      -9,079
      17,525
      10,382
      -3,716
      9,901
      -10,146
      -14,927
      -6,542
      164,048
      -32,265
      114,284
      202,779
      222,228
      316,358
      561,033
      172,724
      -40,394
      -14,211
      122,009
      -35,530
      317,091
      301,443
      206,468
      123,944
      45,794
      -9,768
      405,552
      160,512
      -11,207
      109,625
      138,397
      157,005
      16,143
      218,261
      27,541
      107,222
      212,860
      229,958
      -11,879
      -3,943
      -26,920
      111,410
      26,872
      38,514
      168,878
      250,217
      844,059
      -2,832
      -418
      -26,510
      -1,454
      -14,112
      -12,033
      -1,166
      -24,706
      -330
      -7,498
      -10,444
      9,991
      -54,585
      171,540
      336,508
      22,195
      181,590
      -61,371
      -2,375
      -17,130
      -3,433
      -2,752
      -1,593
      -5,225
      -15,066
      -21,380
      -2,586
      -1,411
      -24,309
      2,298
      -2,238
      2,846
      -21,324
      -12,438
      -250,000
      328,409
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 6,371,373
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
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 right arrow 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) 1 98,572
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 98,572
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 98,572
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 104,432
b Exempt foreign organizations—tax withheld at source...... 6b 0
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.............. 7 104,432
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 5,860
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 5,860
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowPA
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowN/A
14
The books are in care ofright arrowTHE FOUNDATION Telephone no.right arrow (717) 424-1851

Located atright arrow1498 HERITAGE LANEYORKPA ZIP+4right arrow17403
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
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.) ...............
1a(6)
 
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
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? .............
5a(5)
 
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
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?
7a
 
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? .........................
8
 
No
Part VII
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
DONLEY ROBB MARTHA TRUSTEE
1.00 		0 0 0
1498 HERITAGE LANE
YORK,PA17403
DONLEY THOMAS E CHAIR
5.00 		0 0 0
1498 HERITAGE LANE
YORK,PA17403
DONLEY CONVEY JENNIFER TRUSTEE
5.00 		0 0 0
1498 HERITAGE LANE
YORK,PA17403
DONLEY EDWARD S TRUSTEE
1.00 		0 0 0
1498 HERITAGE LANE
YORK,PA17403
ROBB W GAVIN TRUSTEE
2.00 		0 0 0
1498 HERITAGE LANE
YORK,PA17403
DONLEY HEWITT MEGAN TRUSTEE
1.00 		0 0 0
1498 HERITAGE LANE
YORK,PA17403
DONLEY JOHN TRUSTEE
3.00 		0 0 0
1498 HERITAGE LANE
YORK,PA17403
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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
STEFANIE BORSARI PROFESSIONAL SERVICES 100,000
91 EUCLID AVENUE
FAIRFIELD,CT06825
HAVERFORD QUALITY INVESTING INVESTMENT MANAGEMENT 93,448
THREE RADNOR CORP CTR STE 450
RADNOR,PA19087
LAURA SOLOMON AND ASSOCIATES LAURA N SOLOMON LEGAL SERVICES 73,122
121 SIBLEY AVENUE
ARDMORE,PA19003
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
6,065,811
b
Average of monthly cash balances.......................
1b
22,420,473
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
28,486,284
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
28,486,284
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
427,294
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
28,058,990
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,402,950
Part X
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 IX, line 6..................
1
1,402,950
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
98,572
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
98,572
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,304,378
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,304,378
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 XII, line 1 ...
7
1,304,378
Part XI
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
1,878,218
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
1,878,218
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,304,378
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020...... 2,949,678
d From 2021...... 13,917
e From 2022...... 358,413
f Total of lines 3a through e ........ 3,322,008
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,878,218
a Applied to 2022, 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 2023 distributable amount..... 1,304,378
e Remaining amount distributed out of corpus 573,840
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,895,848
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		3,895,848
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 2,949,678
c Excess from 2021.... 13,917
d Excess from 2022.... 358,413
e Excess from 2023.... 573,840
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

ACCESS COMMUNITY HEALTH NETWORK

600 W FULTON STREET SUITE 200
CHICAGO,IL60661 		  PC ADVANCING EARLY LITERACY IN WESTERN COOK COUNTY 5,000

AFTER SCHOOL MATTERS

66 EAST RANDOLPH STREET
CHICAGO,IL60601 		  PC UNRESTRICTED 15,000

ASSOCIATION HOUSE OF CHICAGO

1116 NORTH KEDZIE AVENUE
CHICAGO,IL60651 		  PC UNRESTRICTED 15,000

AUTOMOTIVE MENTORING GROUP INC

6522 S LAVERGNE
BEDFORD PARK,IL60638 		  PC UNRESTRICTED 20,000

BIG BROTHERS BIG SISTERS OF VERMONT

PO BOX 1729
BRATTLEBORO,VT05302 		  PC UNRESTRICTED 25,000

BIG BROTHERS-BIG SISTERS OF METROPOLITAN CHICAGO

130 S JEFFERSON ST SUITE 200
CHICAGO,IL60661 		  PC UNRESTRICTED 15,000

BOYS & GIRLS CLUB OF BRATTLEBORO

17 FLAT STREET
BRATTLEBORO,VT05301 		  PC BGCB ACADEMIC SUPPORT PROGRAMMING 15,000

BRADFORD TEEN CENTER INC

134 MAIN STREET
BRADFORD,VT05033 		  PC UNRESTRICTED 20,000

BUILDING BRIGHT FUTURES STATE COUNCIL INC

600 BLAIR PARK ROAD SUITE 160
WILLISTON,VT05495 		  PC EARLY CHILDHOOD REGIONAL COUNCILS 20,000

BY THE HAND CLUB FOR KIDS

415 N LARAMIE AVE
CHICAGO,IL60644 		  PC AUSTIN AFTER-SCHOOL CLUBS 20,000

CAREERS CLIC

PO BOX 350
HANOVER,NH03755 		  PC UNRESTRICTED 20,000

CASA CENTRAL SOCIAL SERVICES CORPORATION

1343 N CALIFORNIA AVE
CHICAGO,IL60622 		  PC UNRESTRICTED 15,000

CATHOLIC CHARITIES OF THE ARCHDIOCESE OF CHICAGO

721 N LASALLE
CHICAGO,IL60654 		  PC ST. MARY OF CELLE FAMILY STRENGTHENING CENTER 10,000

CENTRAL VERMONT ADULT BASIC EDUCATION

46 WASHINGTON ST SUITE 100
BARRE,VT05641 		  PC UNRESTRICTED 7,500

CHANGING PERSPECTIVES INC

PO BOX 694
BRADFORD,VT05033 		  PC SOCIAL-EMOTIONAL LEARNING IN UPPER CONNECTICUT RIVER VALLEY SCHOOLS 12,000

CHANGING WORLDS

PO BOX 167294
CHICAGO,IL60616 		  PC GENERAL OPERATING SUPPORT 20,000

CHICAGO CENTER FOR ARTS AND TECHNOLOGY INC (CHICAT)

1701 W 13TH STREET
CHICAGO,IL60608 		  PC UNRESTRICTED 15,000

CHICAGO HEIGHTENING OPPORTUNITY AND POTENTIAL FOR EDUCATIONAL SUCCESS

688 N MILWAUKEE AVE STE 301
CHICAGO,IL60642 		  PC GENERAL OPERATING SUPPORT 25,000

CHILDREN'S LITERACY FOUNDATION

1536 LOOMIS HILL ROAD
WATERBURY CENTER,VT05677 		  PC UNRESTRICTED 15,000

CHRISTOPHER HOUSE

5235 W BELDEN AVENUE
CHICAGO,IL60639 		  PC GENERAL OPERATING SUPPORT 15,000

CIRCLE PROGRAM

85 MAIN STREET
PLYMOUTH,NH03264 		  PC UNRESTRICTED 10,000

CIVIC NEWS COMPANY

450 7TH AVE 32ND FLOOR
NEW YORK,NY10123 		  PC CHALKBEAT CHICAGO 20,000

CLUSTER TUTORING PROGRAM (LEARNING EDGE)

535 N PARKSIDE AVE C/O THE FIELD
SCHOOL
CHICAGO,IL60644 		  PC UNRESTRICTED 12,500

COLLEGE POSSIBLE

833 N ORLEANS ST SUITE 400
CHICAGO,IL60610 		  PC GENERAL OPERATING SUPPORT 25,000

COMMUNITIES IN SCHOOLS OF PENNSYLVANIA

2151 MARKET STREET
CAMP HILL,PA17011 		  PC INTEGRATED STUDENT SUPPORTS IN YORK CITY 30,000

COMMUNITIES UNITED

4600 W PALMER ST
CHICAGO,IL60639 		  PC UNRESTRICTED 20,000

COMPTIA SPARK

3500 LACEY ROAD SUITE 100
DOWNERS GROVE,IL60515 		  PC TECHGIRLZ WESTERN COOK COUNTY 15,000

CRISPUS ATTUCKS ASSOCIATION INC

605 SOUTH DUKE STREET
YORK,PA17401 		  PC RISING STARS 15,000

DUSABLE MUSEUM OF AFRICAN AMERICAN HISTORY

740 E 56TH PL
CHICAGO,IL60637 		  PC UNRESTRICTED 25,000

ERIE FAMILY HEALTH FOUNDATION INC

1701 W SUPERIOR ST 3RD FLR
CHICAGO,IL60622 		  PC UNRESTRICTED 5,000

ERIE NEIGHBORHOOD HOUSE

1701 W SUPERIOR ST
CHICAGO,IL60622 		  PC UNRESTRICTED 10,000

EVERYBODY WINS VERMONT INC

PO BOX 34
MONTPELIER,VT05601 		  PC GENERAL OPERATING SUPPORT 10,000

FRIENDS OF THE CHILDREN - CHICAGO

1512 S PULASKI RD
CHICAGO,IL60623 		  PC EMPOWERING YOUTH THROUGH PROFESSIONAL MENTORSHIP WESTERN COOK COUNTY 20,000

GADS HILL CENTER

1919 W CULLERTON ST
CHICAGO,IL60608 		  PC EARLY CHILDHOOD EDUCATION 20,000

GAP COMMUNITY CENTER

1856 N LECLAIRE AVE
CHICAGO,IL60639 		  PC UNRESTRICTED 25,000

GIRLS WHO CODE INC

1250 BROADWAY 17TH FLOOR
NEW YORK,NY10010 		  PC UNRESTRICTED 20,000

GOOD BEGINNINGS

PO BOX 5054
WEST LEBANON,NH03784 		  PC UNRESTRICTED 10,000

ILLINOIS ACTION FOR CHILDREN

4753 N BROADWAY ST
CHICAGO,IL60641 		  PC UNRESTRICTED 20,000

INCLUSIVE ARTS VERMONT INC

PO BOX 236
ESSEX JUNCTION,VT05452 		  PC START WITH THE ARTS 8,000

INSIGHT PROJECT FOR KIDS

40 E DELAWARE PL
CHICAGO,IL60611 		  PC GENERAL OPERATING SUPPORT 10,000

JUNIOR ACHIEVEMENT USA

610 SOUTH GEORGE STREET
YORK,PA17401 		  PC 2022-23 JA PROGRAMS IN SCHOOLS IN THE CITY OF YORK 15,000

JUVENILE PROTECTIVE ASSOCIATION

1707 N HALSTED ST
CHICAGO,IL60614 		  PC CONNECT 2 KIDS (C2K) 15,000

LET'S GROW KIDS

19 MARBLE AVENUE SUITE 4
BURLINGTON,VT05401 		  PC UNRESTRICTED 25,000

LITERACY WORKS

5401 W LAWRENCE AVE 30223
CHICAGO,IL60630 		  PC UNRESTRICTED 25,000

LITERATIONS CORP (FORMERLY GENERATIONS INCORPORATED)

1 FEDERAL ST 5TH FLOOR
BOSTON,MA02110 		  PC UNRESTRICTED 15,000

MAYHEW

293 WEST SHORE ROAD
BRISTOL,NH03222 		  PC UNRESTRICTED 9,000

MONTSHIRE MUSEUM OF SCIENCE

1 MONTSHIRE ROAD
NORWICH,VT05055 		  PC UNRESTRICTED 30,000

NATIONAL COLLEGE ADVISING CORPS INC

301 W BARBEE CHAPEL ROAD SUITE 210
CHAPEL HILL,NC27517 		  PC COLLEGE ADVISING CORPS - F&M ADVISER WILLIAM PENN SENIOR HIGH SCHOOL 30,000

NEW HAMPSHIRE CHILDREN'S TRUST INC

105B LOUDON ROAD SUITE 201
CONCORD,NH03301 		  PC UNRESTRICTED 20,000

NEW HOPE MINISTRIES

99 W CHURCH STREET
DILLSBURG,PA17019 		  PC UNRESTRICTED 10,000

NH-JAG

1 HORSESHOE POND LANE SUITE 2
CONCORD,NH03301 		  PC DEVELOPING SKILLS AND INCREASING RESILIENCY FOR WOODSVILLE HIGH SCHOOL NH JAG STUDENTS 20,000

OAK PARK AND RIVER FOREST INFANT WELFARE SOCIETY THE CHILDREN'S CLINIC IWS

28 MADISON ST
OAK PARK,IL60302 		  PC UNRESTRICTED 12,000

ONEGOAL US EMPOWERED

180 N WABASH SUITE 800
CHICAGO,IL60601 		  PC GENERAL OPERATING SUPPORT 15,000

ONWARD NEIGHBORHOOD HOUSE

5413 WEST DIVERSEY AVE
CHICAGO,IL60639 		  PC UNRESTRICTED 25,000

OPEN BOOKS LTD

651 W LAKE ST
CHICAGO,IL60661 		  PC GENERAL OPERATING SUPPORT 20,000

OTTAUQUECHEE HEALTH FOUNDATION INC

30 PLEASANT STREET
WOODSTOCK,VT05091 		  PC UNRESTRICTED 13,500

PCC COMMUNITY WELLNESS CENTER

14 LAKE ST
OAK PARK,IL60302 		  PC REACH OUT AND READ 10,000

PEMI YOUTH CENTER INC

111 MAIN STREET
PLYMOUTH,NH03264 		  PC UNRESTRICTED 15,000

PENNSYLVANIA ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN (PENNAEYC)

415 MARKET STREET SUITE 208
HARRISBURG,PA17101 		  PC UNRESTRICTED 15,000

POSSE FOUNDATION

111 WEST JACKSON BLVD SUITE 1100
CHICAGO,IL60604 		  PC POSSE CHICAGO PROGRAM SUPPORT 15,000

PROJECT SYNCERE

9012 S STONY ISLAND AVENUE
CHICAGO,IL60617 		  PC UNRESTRICTED 15,000

REACH OUT AND READ INC

89 SOUTH STREET SUITE 201
BOSTON,MA02111 		  PC EASTERN VERMONT RX FOR SUCCESS 10,000

READING IN MOTION

332 S MICHIGAN AVE SUITE 121-R13
CHICAGO,IL60604 		  PC UNRESTRICTED 25,000

SCHOOL AND TUTORS ON WHEELS DBA TUTORING ENGLISH TO ADVANCE CHANGE (TEACH)

100 S 6TH AVE
LA GRANGE,IL60525 		  PC UNRESTRICTED 15,000

SIT STAY READ INC

2849 N CLARK ST
CHICAGO,IL60657 		  PC GENERAL OPERATING SUPPORT 15,000

THE ACADEMY FOR URBAN SCHOOL LEADERSHIP

3400 N AUSTIN AVE
CHICAGO,IL60634 		  PC DEVELOPING MENTOR TEACHERS AND TRANSFORMING TEACHER PREPARATION 25,000

THE CHILDREN'S MUSEUM OF OAK PARK

6445 W NORTH AVE
OAK PARK,IL60302 		  PC COMMUNITY PARTNER PROGRAM 20,000

THE DREAM PROGRAM INC

PO BOX 361
WINOOSKI,VT05404 		  PC VERMONT GENERAL OPERATING SUPPORT 20,000

THE FAMILY PLACE

319 U S ROUTE 5 SOUTH
NORWICH,VT05055 		  PC FAMILIES LEARNING TOGETHER (FLT) 15,000

THE SALVATION ARMY

50 EAST KING STREET
YORK,PA17401 		  PC UNRESTRICTED 20,000

TLC FAMILY RESOURCE CENTER

PO BOX 1098
CLAREMONT,NH03743 		  PC GENERAL OPERATING SUPPORT 20,000

TURNING THE PAGE

323 11TH STREET NE 1
WASHINGTON,DC20002 		  PC ENGAGING FAMILIES FOR STUDENT SUCCESS 20,000

UNITED WAY OF YORK COUNTY

800 EAST KING STREET
YORK,PA17403 		  PC FOCUS 30,000

UPPER VALLEY HAVEN INC

713 HARTFORD AVENUE
WHITE RIVER JUNCTION,VT05001 		  PC UPPER VALLEY HAVEN CHILDREN'S PROGRAMMING 17,000

VALLEY YOUTH HOUSE COMMITTEE INC

3400 HIGH POINT BOULEVARD
BETHLEHEM,PA18017 		  PC UNRESTRICTED 10,000

VERMONT CHILDREN'S TRUST FOUNDATION

95 ST PAUL STREET SUITE 330
BURLINGTON,VT05401 		  PC UPPER VALLEY PROGRAM SUPPORT 133,334

VERMONT HUMANITIES COUNCIL

11 LOOMIS ST
MONTPELIER,VT05602 		  PC UNRESTRICTED 15,000

VERMONT INSTITUTE OF NATURAL SCIENCE INC

149 NATURES WAY
QUECHEE,VT05059 		  PC VINS NATURE CAMP AND OUTREACH SCHOLARSHIPS 20,000

WOMEN EMPLOYED

1 E WACKER DR STE 3110
CHICAGO,IL60601 		  PC UNRESTRICTED 25,000

Y E M B A INC

218 LAKE ST
OAK PARK,IL60302 		  PC GENERAL OPERATING SUPPORT 10,000

YORK COLLEGE OF PENNSYLVANIA

441 COUNTRY CLUB RD
YORK,PA17403 		  PC YORK COLLEGE COMMUNITY OPPORTUNITY SCHOLARSHIP PROGRAM 15,000

YORK COUNTY LIBRARY SYSTEM

159 E MARKET STREET
YORK,PA17401 		  PC $10,000 TO UNRESTRICTED AND $30,000 TO CAPITAL CAMPAIGN TO TRANSFORM LIVES AND BUILD COMMUNITY 40,000

YORK COUNTY LITERACY COUNCIL

1416 6TH AVENUE
YORK,PA17403 		  PC GENERAL OPERATING SUPPORT 25,000

YORK DAY NURSERY INC

450 EAST PHILADELPHIA ST
YORK,PA17403 		  PC TEACHER SUPPORT FOR YORK DAY NURSERY AT YORK COUNTY SCHOOL OF TECHNOLOGY 20,000

YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF YORK (YWCA YORK)

320 E MARKET ST
YORK,PA17403 		  PC UNRESTRICTED 15,000
Total .................................right arrow 3a 1,604,834
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ....     14 814,295  
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 .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 6,371,373  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCLASS ACTION PROCEEDS 		    01 431  
bOTHER INCOME     01 717  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 7,186,816 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
7,186,816
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 LegalFeesSchedule
Name:
DONLEY FOUNDATION-UD DTD 12-8-86
EIN:
23-6859909
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 73,122 0   73,122


TY 2023 OtherExpensesSchedule
Name:
DONLEY FOUNDATION-UD DTD 12-8-86
EIN:
23-6859909
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AMORTIZATION OF BOND PREMIUM 299 299   0
D&O LIABILITY INSURANCE 1,500 0   0


TY 2023 OtherIncomeSchedule2
Name:
DONLEY FOUNDATION-UD DTD 12-8-86
EIN:
23-6859909
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CLASS ACTION PROCEEDS 431   431
OTHER INCOME 717   717


TY 2023 OtherProfessionalFeesSchedule
Name:
DONLEY FOUNDATION-UD DTD 12-8-86
EIN:
23-6859909
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOUNDATION MANAGEMENT AND BOOKKEEPING FEES 3,981 398   3,583
INVESTMENT MANAGEMENT FEES 93,448 93,448   0
CONTRACT SERVICES 186,603 0   186,603