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
THE DONNELLEY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)333 N MICHIGAN AVENUE 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 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$15,167,911J 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) 27,500
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 433,742 433,742  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 249,759
b Gross sales price for all assets on line 6a 8,452,460
7 Capital gain net income (from Part IV, line 2)... 249,759
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
1,250 1,250  
12 Total. Add lines 1 through 11........ 712,251 684,751  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
32,025 0   32,025
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
67,803 67,803   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
11,629 11,586   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 111,457 79,389   32,025
25 Contributions, gifts, grants paid....... 798,850 798,850
26 Total expenses and disbursements. Add lines 24 and 25 910,307 79,389   830,875
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -198,056
b Net investment income (if negative, enter -0-) 605,362
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......... 802,865 690,500 690,500
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) 971,798 Click to see attachment
List of Attached Documents:
// Content
1,170,512 		1,071,613
b Investments—corporate stock (attach schedule)....... 7,846,030 Click to see attachment
List of Attached Documents:
// Content
6,275,716 		8,271,773
c Investments—corporate bonds (attach schedule)....... 2,302,195 Click to see attachment
List of Attached Documents:
// Content
2,249,914 		2,174,276
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).......... 2,009,784 Click to see attachment
List of Attached Documents:
// Content
2,658,030 		2,959,749
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) 13,932,672 13,044,672 15,167,911
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...........    
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........ 13,932,672 13,044,672
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)..... 13,932,672 13,044,672
30 Total liabilities and net assets/fund balances (see instructions). 13,932,672 13,044,672
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
13,932,672
2
Enter amount from Part I, line 27a .....................
2
-198,056
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
13,734,616
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
689,944
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
13,044,672
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 CAPITAL GAIN DISTRIBUTION P    
b PUBLICLY TRADED SECURITIES      
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 2,911     2,911
b 8,449,549   8,202,701 246,848
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       2,911
b       246,848
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 2 249,759
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 8,415
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 8,415
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 8,415
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 10,413
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 10,413
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
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 1,998
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,998 Refundedright arrow 11 0
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 arrowIL
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 arrowTHOMAS DONNELLEY II Telephone no.right arrow (312) 827-1202

Located atright arrow333 N MICHIGAN STE 2211CHICAGOIL ZIP+4right arrow606014048
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
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
 
 
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
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...................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
NONE
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 N/A 0
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 N/A 0
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
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
14,025,742
b
Average of monthly cash balances.......................
1b
854,660
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
14,880,402
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
14,880,402
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
223,206
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,657,196
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
732,860
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
732,860
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
8,415
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,415
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
724,445
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
724,445
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
724,445
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
830,875
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
830,875
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 7 724,445
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...... 141,181
b From 2019...... 229,983
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 371,164
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 830,875
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)........ 		Click to see attachment
List of Attached Documents:
// Content
0
d Applied to 2023 distributable amount..... 724,445
e Remaining amount distributed out of corpus 106,430
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 5 477,594
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) ... 		141,181
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		336,413
10 Analysis of line 9:
a Excess from 2019.... 229,983
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 106,430
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).)
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 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

4THOSE

PO BOX 271174
LOUISVILLE,CO80027 		  501(C)(3) UNRESTRICTED 10,000

4THOSE

PO BOX 271174
LOUISVILLE,CO80027 		  501(C)(3) UNRESTRICTED 3,000

4THOSE

PO BOX 271174
LOUISVILLE,CO80027 		  501(C)(3) UNRESTRICTED 1,000

4THOSE

PO BOX 271174
LOUISVILLE,CO80027 		  501(C)(3) UNRESTRICTED 1,000

AFRICA WILDLIFE FOUNDATION

1100 NEW JERSEY AVE SE STE 900
WASHINGTON,DC20003 		  501(C)(3) UNRESTRICTED 10,000

AFRORACK

1245 S MICHIGAN AVE UNIT 325
CHICAGO,IL60606 		  501(C)(3) UNRESTRICTED 2,000

ALDER FIRE DEPARTMENT

29 UPPER RUBY RD
ALDER,MT59710 		  501(C)(3) UNRESTRICTED 1,000

ARLINGTON ARTS & ENRICHMENT PROGRAM

PO BOX 965 3938 HISTORIC ROUTE 7A
ARLINGTON,VT05250 		  501(C)(3) UNRESTRICTED 500

ARLINGTON ARTS & ENRICHMENT PROGRAM

PO BOX 965 3938 HISTORIC ROUTE 7A
ARLINGTON,VT05250 		  501(C)(3) UNRESTRICTED 500

AUSTEN-RIGGS

25 MAIN ST
STOCKBRIDGE,MA01262 		  501(C)(3) UNRESTRICTED 20,000

AWARENESS FOUNDATION AMERICA

PO BOX 217 ROSS
ROSS,CA94957 		  501(C)(3) UNRESTRICTED 2,000

BATH & TENNIS CLUB HISTORIC BUILDING

1170 SOUTH OCEAN BLVD
PALM BEACH,FL33480 		  501(C)(3) UNRESTRICTED 1,000

BERKSHIRE SCHOOL

UNDERMOUNTAIN ROAD
SHEFFIELD,MA01257 		  501(C)(3) UNRESTRICTED 200

BERKSHIRE SCHOOL

UNDERMOUNTAIN ROAD
SHEFFIELD,MA01257 		  501(C)(3) UNRESTRICTED 1,000

BERKSHIRE SCHOOL

UNDERMOUNTAIN ROAD
SHEFFIELD,MA01257 		  501(C)(3) UNRESTRICTED 2,000

BRUSHWOOD CENTER AT RYERSON WOODS

21850 N RIVERWODDS RD
RIVERWOODS,IL60015 		  501(C)(3) UNRESTRICTED 2,500

BRUSHWOOD CENTER AY RYERSON WOODS

21850 N RIVERWOODS RD
RIVERWOODS,IL60015 		  501(C)(3) UNRESTRICTED 5,000

BUCHANNAN HALL

2160 LINCOLN WAY AMES IA 50013
AMES,IA50013 		  501(C)(3) UNRESTRICTED 1,000

CAMBRIDGE NURSERY

6 HILLSIDE PL
CAMBRIDGE,MA02140 		  501(C)(3) UNRESTRICTED 2,000

CAMP DUDLEY

126 DUDLEY RD
WESTPORT,NY12993 		  501(C)(3) UNRESTRICTED 1,000

CAMP DUDLEY

126 DUDLEY RD
WESTPORT,NY12993 		  501(C)(3) UNRESTRICTED 2,000

CAPE COD MUSEUM OF NATURAL HISTORY

869 MAIN STREET/ROUTE 6A
BREWSTER,MA02631 		  501(C)(3) UNRESTRICTED 400

CHICAGO ARCHITECTURAL FOUNDATION

111 E UPPER WACKER DR
CHICAGO,IL60601 		  501(C)(3) UNRESTRICTED 10,000

CHICAGO BOTANICAL GARDENS

1000 LAKE COOK RD GLENCOE
GLENCOE,IL60022 		  501(C)(3) UNRESTRICTED 2,500

CHICAGO PUBLIC MEDIA

824 W SUPERIOR ST UNIT 312
CHICAGO,IL60611 		  501(C)(3) UNRESTRICTED 1,000

CHICAGO SYMPHONY

220 S MICHIGAN AVE
CHICAGO,IL60604 		  501(C)(3) UNRESTRICTED 1,000

CHICAGO YOUTH CENTERS

218 SOUTH WABASH AVENUE SUITE 600
CHICAGO,IL60604 		  501(C)(3) UNRESTRICTED 20,000

CHICAGO YOUTH CENTERS

218 SOUTH WABASH AVENUE SUITE 600
CHICAGO,IL60604 		  501(C)(3) UNRESTRICTED 5,000

COLBY COLLEGE1813 SOCIETY

MAYFLOWER HILL DRIVE
WATERVILLE,ME04901 		  501(C)(3) UNRESTRICTED 300

COLORADO OUTDOOR EDUCATION

2000 OLD STAGE RD
FLORISSANT,CO80816 		  501(C)(3) UNRESTRICTED 500

DEERFIELD ACADEMY

7 BOYDEN LN
DEERFEILD,MA01342 		  501(C)(3) UNRESTRICTED 1,000

DOCTORS WITHOUT BORDERS

40 RECTOR ST 16TH FLOOR
NEW YORK,NY10006 		  501(C)(3) UNRESTRICTED 2,000

DOCTORS WITHOUT BORDERS

40 RECTOR ST
TH FLOOR,NY10006 		  501(C)(3) UNRESTRICTED 2,000

DOLORES STREET COMMUNITY SERVICES

938 VALENCIA ST
SAN FRANCISCO,CA94110 		  501(C)(3) UNRESTRICTED 1,000

DRUMMOND ISLAND HISTORICAL MUSEUM

S WATER ST
DRUMMOND,MI49726 		  501(C)(3) UNRESTRICTED 2,000

DRUMMOND ISLAND SPORTMAN'S 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 2,000

FAMILY HOUSE INC

540 MISSION BAY BOULEVARD NORTH
SAN FRANCISCO,CA94158 		  501(C)(3) UNRESTRICTED 2,000

FRIENDS OF HISTORIC SECOND

1936 S MICHIGAN AVE
CHICAGO,IL60616 		  501(C)(3) UNRESTRICTED 12,500

FRIENDS OF ILLINOIS NATURE PRESERVES

N SHERIDAN RD
WAUKEGAN,IL60087 		  501(C)(3) UNRESTRICTED 600

FRIENDS OF LAKE FOREST PARKS AND RECREATION

555 N SHERIDAN RD
LAKE FOREST,IL60045 		  501(C)(3) UNRESTRICTED 10,000

GLESSNER HOUSE MUSEUM

1800 S PRAIRE AVE
CHICAGO,IL60616 		  501(C)(3) UNRESTRICTED 2,500

H2H PROJECT

6119 EAST AVE
HODGKINS,IL60525 		  501(C)(3) UNRESTRICTED 500

H2H PROJECT

6119 EAST AVE
HODGKINS,IL60525 		  501(C)(3) UNRESTRICTED 500

HAMILTON FAMILIES

1631 HAYES ST
SAN FRANCISCO,CA94117 		  501(C)(3) UNRESTRICTED 1,000

HARRIS THEARTRE OF MUSIC

205 E RANDOLPH ST
CHICAGO,IL60601 		  501(C)(3) UNRESTRICTED 1,000

HEGELER CARUS FOUNDATION

1307 7TH ST
LA SALLE,IL61301 		  501(C)(3) UNRESTRICTED 500

HELPING HAND

9649 W 55TH ST
COUNTRYSIDE,IL60525 		  501(C)(3) UNRESTRICTED 20,000

HIGH COUNTRY NEWS

119 GRAND AVE
PAONIA,CO81428 		  501(C)(3) UNRESTRICTED 500

HISTORIC DEERFIELD

84B OLD MAIN ST
DEERFIELD,MA01342 		  501(C)(3) UNRESTRICTED 500

HYDE PARK ART CENTER

5020 S CORNELL AVE
CHICAGO,IL60615 		  501(C)(3) UNRESTRICTED 1,000

ICF

10 S BROADWAY SUIT 570
SAINT LOUIS,MO63102 		  501(C)(3) UNRESTRICTED 5,000

ILLINOIS STATE MUSEUM SOCIETY

502 S SPRING ST
SPRINGFEILD,IL62706 		  501(C)(3) UNRESTRICTED 2,500

ILLINOIS TECH

10 W 35TH ST
CHICAGO,IL60616 		  501(C)(3) UNRESTRICTED 10,000

ILLINOIS TECH

10 W 35TH ST
CHICAGO,IL60616 		  501(C)(3) UNRESTRICTED 2,500

INTERNATIONAL CRANE FOUNDATION

E 11376 SHADY LANE RD PO BOX 447
BARABOO,WI53913 		  501(C)(3) UNRESTRICTED 10,000

JDRF

26 BROADWAY 14TH FLOOR
NEW YORK,NY10004 		  501(C)(3) UNRESTRICTED 2,000

LAKE FOREST CEMETERY

1525 LAKE RD
LAKE FOREST,IL60045 		  501(C)(3) UNRESTRICTED 1,500

LAKE FOREST COLLEGE

555 N SHERIDAN RD
LAKE FOREST,IL60045 		  501(C)(3) UNRESTRICTED 15,000

LAKE FOREST COLLEGE

555 N SHERIDAN RD
LAKE FOREST,IL60045 		  501(C)(3) UNRESTRICTED 500

LAKE FOREST COLLEGE

555 N SHERIDAN RD
LAKE FOREST,IL60045 		  501(C)(3) UNRESTRICTED 500

LAKE FOREST COLLEGE

555 N SHERIDAN RD
LAKE FOREST,IL60045 		  501(C)(3) UNRESTRICTED 20,000

LAKE FOREST COLLEGE

555 N SHERIDAN RD
LAKE FOREST,IL60045 		  501(C)(3) UNRESTRICTED 500

LAKE FOREST COLLEGE

555 N SHERIDAN RD
LAKE FOREST,IL60045 		  501(C)(3) UNRESTRICTED 500

LAKE FOREST LIBRARY FOUNDATION

360 E DEERPATH ROAD
LAKE FOREST,IL60045 		  501(C)(3) UNRESTRICTED 1,000

LAKE FOREST OPEN LANDS ASSOCIATION

350 N WAUKEGAN RD
LAKE FOREST,IL60045 		  501(C)(3) UNRESTRICTED 500

LANDMARK ILLINOIS

30 N MICHIGAN AVE SUIT 2020
CHICAGO,IL60602 		  501(C)(3) UNRESTRICTED 1,000

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 5,000

LIPPIT HOUSE MUSEUM

199 HOPE ST
PROVIDENCE,RI02906 		  501(C)(3) UNRESTRICTED 500

MAIN MARITIME ACADEMY

1 PLEASANT ST
CASTINE,ME04421 		  501(C)(3) UNRESTRICTED 1,000

MAINE ISLAND TRAIL ASSOCIATION

100 KENSINGTON ST
PORTLAND,ME04103 		  501(C)(3) UNRESTRICTED 400

MAINSTREET AND LOCKPORT

911 S STATE ST
LOCKPORT,IL60441 		  501(C)(3) UNRESTRICTED 10,000

MGH LEADERSHIP COUNCIL FOR PSYCHIATRY FUND

165 CAMBRIDGE STREET SUITE 600
BOSTON,MA02114 		  501(C)(3) UNRESTRICTED 20,000

MICHIGAN TECH FUND

1400 TOWNSEND DR
HOUGHTON,MI49931 		  501(C)(3) UNRESTRICTED 2,000

MIES VAN DER ROE SOCIETY

10 W 35TH ST STE 1700
CHICAGO,IL60616 		  501(C)(3) UNRESTRICTED 500

MIES VAN DER ROE SOCIETY

10 W 35TH ST STE 1700
CHICAGO,IL60616 		  501(C)(3) UNRESTRICTED 500

NATIONAL TRUST FOR HISTORIC PRESERVATION

2600 VIRGINIA AVE NW
WASHINGTON,DC20037 		  501(C)(3) UNRESTRICTED 7,500

NATIONAL TRUST FOR HISTORIC PRESERVATION

53 W JACKSON BLVD SUIT 350
CHICAGO,IL60604 		  501(C)(3) UNRESTRICTED 1,000

NORTHWESTERN LAKE FOREST HOSPITAL

1000 N WESTMORELAND RD
LAKE FOREST,IL60045 		  501(C)(3) UNRESTRICTED 3,000

NORTHWESTERN MEMORIAL FOUNDATION

251 E HURON ST
CHICAGO,IL60611 		  501(C)(3) UNRESTRICTED 1,000

NORTHWESTERN MEMORIAL FOUNDATION

251 E HURON ST
CHICAGO,IL60611 		  501(C)(3) UNRESTRICTED 1,000

NORTON MUSEUM OF ART

1450 S DIXIE HWY
WEST PALM BEACH,FL33401 		  501(C)(3) UNRESTRICTED 14,500

OLD ADOBE SCHOOL OUTREACH

845 CRINELLA DR
PETALUMA,CA94954 		  501(C)(3) UNRESTRICTED 500

OLD ELM SCHOLARSHIP

800 OLD ELM RD
HIGHLAND PARK,IL60035 		  501(C)(3) UNRESTRICTED 750

OPENLANDS

25 E WASHINGTON ST STE 1650
CHICAGO,IL60602 		  501(C)(3) UNRESTRICTED 5,000

OPPORTUNITY EARLY CHILDHOOD EDUCATION

4171 WESTGATE AVE
PALM BEACH,FL33409 		  501(C)(3) UNRESTRICTED 1,000

OUT IN THE OPEN

PO BOX 1685
BRATTLEBORO,VT05302 		  501(C)(3) UNRESTRICTED 2,000

PALM BEACH FOR CHRIST

PO BOX 484
PALM BEACH,FL33480 		  501(C)(3) UNRESTRICTED 500

PLANNED PARENTHOOD FEDERATION OF AMERICA

18 SOUTH MICHIGAN AVENUE NO 6TH FI
CHICAGO,IL60603 		  501(C)(3) UNRESTRICTED 2,000

PLANNED PARENTHOOD OF COLOMBIA

2712 MIDDLEBURG DRIVE SUIT 107
COLOMBIA,SC29204 		  501(C)(3) UNRESTRICTED 2,500

PLANNED PARENTHOOD OF NORTHERN ENGLAND

784 HERCULES DRIVE SUITE 110
COLCHESTER,VT05446 		  501(C)(3) UNRESTRICTED 1,000

PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS

7155 E 38TH AVE
DENVER,CO80207 		  501(C)(3) UNRESTRICTED 1,000

PLANNED PARENTHOOD

1200 N LASALLE ST
CHICAGO,IL60610 		  501(C)(3) UNRESTRICTED 2,000

PLEASANT HILL CHRISTIAN SCHOOL

1782 PLEASANT HILL RD
SEBASTOPOL,CA95472 		  501(C)(3) UNRESTRICTED 2,000

PLEASANT HILL CHRISTIAN SCHOOL

1782 PLEASANT HILL RD
SEBASTOPOL,CA95472 		  501(C)(3) UNRESTRICTED 1,500

PRESERVE MONTANA

316 FULLER AVE
HELENA,MT59601 		  501(C)(3) UNRESTRICTED 1,000

RED CANOE FOUNDATION

96 BAY STATE ROAD APT 9
BOSTON,MA02215 		  501(C)(3) UNRESTRICTED 300

ROSS VALLEY CHARTER SCHOOL

102 MARINDA DR
FAIRFAX,CA94930 		  501(C)(3) UNRESTRICTED 2,000

ROYAL RIVER CONSERVATION TRUST

52 NORTH RD
YARMOUTH,ME04096 		  501(C)(3) UNRESTRICTED 300

RUBY HABITAT FOUNDATION

2597 MT HIGHWAY 287
SHERIDAN,MT59749 		  501(C)(3) UNRESTRICTED 1,500

RUSH MEDICAL FOUNDATION

1314 19TH AVE
MERIDIAN,MO39301 		  501(C)(3) UNRESTRICTED 1,500

SALISBURY SCHOOL

251 CANAAN ROAD
SALISBURY,CT06068 		  501(C)(3) UNRESTRICTED 400

SONOMA SPEAKER SERIES

3150 HAWKS BEARD RD
SONOMA,CA95476 		  501(C)(3) UNRESTRICTED 1,000

SONOMA VALLEY COUMMUNITY

19270 SONOMA HWY
SONOMA,CA95476 		  501(C)(3) UNRESTRICTED 5,000

SS AMERICAN MEMORIAL

450 NAUMANN RD
SEGUIN,TX78155 		  501(C)(3) UNRESTRICTED 5,000

ST PAUL'S EPISCOPAL CHURCH

231 S LASALLE STREET
CHICAGO,IL60697 		  501(C)(3) UNRESTRICTED 15,000

ST TIMOTHY'S SCHOOL

8400 GREENSPRING AVENUE
STEVENSON,MD21153 		  501(C)(3) UNRESTRICTED 3,000

THE ARLINGTON COMMON CAPITAL CAMPAIGN

PO BOX 965 3938 HISTORIC ROUTE 7A
ARLINGTON,VT05250 		  501(C)(3) UNRESTRICTED 50,000

THE ART INSTITUTE OF CHICAGO

111 S MICHIGAN AVE
CHICAGO,IL60603 		  501(C)(3) UNRESTRICTED 2,500

THE CHICAGO CLUB PRESERVATION FUND

205 W MONROE ST SUIT 400
CHICAGO,IL60606 		  501(C)(3) UNRESTRICTED 60,000

THE CHURCH OF BETHESDA-BY-THE-SEA

141 S COUNTY RD
PALM BEACH,FL33480 		  501(C)(3) UNRESTRICTED 11,000

THE CHURCH OF THE HOLY SPIRIT

8134 BLANCO ROAD
SAN ANTONIO,TX78216 		  501(C)(3) UNRESTRICTED 11,000

THE EVERGLADES FOUNDATION

18001 OLD CUTLER RD
MIAMI,FL33157 		  501(C)(3) UNRESTRICTED 4,000

THE EVERGLADES FOUNDATION

18001 OLD CUTLER RD
MIAMI,FL33157 		  501(C)(3) UNRESTRICTED 1,000

THE FIELD MUSEUM

1400 S LAKE SHORE DR
CHICAGO,IL60605 		  501(C)(3) UNRESTRICTED 7,500

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 KENWOOD EDUCATIONAL FOUNDATION

PO BOX 85
KENWOOD,CA95452 		  501(C)(3) UNRESTRICTED 4,000

THE LORD'S PLACE

PO BOX 3265
WEST PALM BEACH,FL33402 		  501(C)(3) UNRESTRICTED 500

THE LORD'S PLACE

PO BOX 3265
WEST PALM BEACH,FL33402 		  501(C)(3) UNRESTRICTED 500

THE LORD'S PLACE

PO BOX 3265
WEST PALM BEACH,FL33402 		  501(C)(3) UNRESTRICTED 10,000

THE MONTANA HISTORY FOUNDATION

1750 NORTH WASINGTON STREET
HELENA,MT59601 		  501(C)(3) UNRESTRICTED 10,000

THE MORTON ABORETUM

4100 ILLINOIS RTE 53
LISLE,IL60532 		  501(C)(3) UNRESTRICTED 15,000

THE MORTON ABORETUM

4100 ILLINOIS RTE 53
LISLE,IL60532 		  501(C)(3) UNRESTRICTED 2,500

THE MUSEUM OF FINE ARTS BOSTON

465 HUNTINGTON AVE
BOSTON,MA02115 		  501(C)(3) UNRESTRICTED 2,500

THE NIGHT MINISTRY

1110 N NOBLE STREET
CHICAGO,IL60015 		  501(C)(3) UNRESTRICTED 2,500

THE OCCIDENTAL ARTS & ECOLOGY CENTER

15290 COLEMAN VALLEY RD
OCCIDENTAL,CA95465 		  501(C)(3) UNRESTRICTED 1,500

THE SCHOOL OF THE ART INSTITUTE OF CHICAGO

111 SOUTH MI AVENUE
CHICAGO,IL60603 		  501(C)(3) UNRESTRICTED 20,000

THE SOCIETY OF THE FOUR ARTS

FOUR ARTS PLAZA
PALM BEACH,FL33480 		  501(C)(3) UNRESTRICTED 10,000

THE SONOMA TEACHING PROJECT

17202 SONOMA HWY
SONOMA,CA95476 		  501(C)(3) UNRESTRICTED 36,000

THE SONOMA TEACHING PROJECT

17202 SONOMA HWY
SONOMA,CA95476 		  501(C)(3) UNRESTRICTED 36,000

THE SONOMA TEACHING PROJECT

17202 SONOMA HWY
SONOMA,CA95476 		  501(C)(3) UNRESTRICTED 36,000

THE SONOMA TEACHING PROJECT

17202 SONOMA HWY
SONOMA,CA95476 		  501(C)(3) UNRESTRICTED 36,000

THE SONOMA VALLEY HOSPITAL FOUNDATION

347 ANDRIEUX ST
SONOMA,CA95476 		  501(C)(3) UNRESTRICTED 3,000

THE TOWN OF PALM BEACH UNITED WAY

44 COCOANUT ROW
PALM BEACH,FL33480 		  501(C)(3) UNRESTRICTED 10,000

THOMPSON-HICKMAN COUNTY LIBRARY

217 E IDAHO ST
VIRGINIA CITY,MT59755 		  501(C)(3) UNRESTRICTED 1,500

TROUT AND SALMON FOUNDATION

4801 S LAWNDALE AVENUE
CHICAGO,IL60632 		  501(C)(3) UNRESTRICTED 3,500

TUCSON MUSEUM OF ART

140 N MAIN AVE
TUCSON,AZ85701 		  501(C)(3) UNRESTRICTED 1,500

TUNNEL TO TOWERS FOUNDATION

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		  501(C)(3) UNRESTRICTED 10,000

UNITED STATES ADAPTIVE GOLF ASSOCIATION

43101 GOLDMINE DR
BIG BEAR LAKE,CA92315 		  501(C)(3) UNRESTRICTED 1,000

UNITED STATES ADAPTIVE

43101 GOLDMINE DR
BIG BEAR LAKE,CA92315 		  501(C)(3) UNRESTRICTED 1,000

UPPER CANYON OUTREACH

8965 LOCATION
ALDER,MT59710 		  501(C)(3) UNRESTRICTED 1,500

VIRGINIA CITY PRESERVATION MUSEUM

537 S C ST
VIRGINIA CITY,NV89440 		  501(C)(3) UNRESTRICTED 2,000

WHEATON COLLEGE

501 COLLEGE AVE
WHEATON,IL60187 		  501(C)(3) UNRESTRICTED 4,000

WISCASSET WATERVILLE

97 CROSS RD
ALNA,ME04535 		  501(C)(3) UNRESTRICTED 300

WOMENS BOARD OF THE UNIVERSITY OF CHICAGO

5235 S HARPER CT
CHICAGO,IL60615 		  501(C)(3) UNRESTRICTED 1,000

WTTW SATELLITE COUNCIL

5400 N ST LOUIS AVE
CHICAGO,IL60625 		  501(C)(3) UNRESTRICTED 3,500
Total .................................right arrow 3a 798,850
bApproved for future payment

BHUTAN FOUNDATION
21 DUPONT CIRCLE
WASHINGTON,DC20036 		  501(C)(3) UNRESTRICTED 500

LIGHTHOUSE CHRISTIAN CHURCH
1250 N BANANA RIVER DR
MERRITT IS,FL32952 		  501(C)(3) UNRESTRICTED 500

MADISON VALLEY MEDICAL CENTER
305 MAIN STREET
ENNIS,MT59729 		  501(C)(3) UNRESTRICTED 2,500

OLD ADOBE SCHOOL OUTREACH
845 CRINELLA DR
PETALUMA,CA94954 		  501(C)(3) UNRESTRICTED 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 500
Total ................................. right arrow 3b 5,000
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 ....     14 433,742  
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 1,250  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 249,759  
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) .. 0 684,751 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
684,751
(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
Schedule B
(Form 990)
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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 AVE SUITE 2200
 
CHICAGO, IL60601

$ 27,500


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
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
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE DONNELLEY FOUNDATION
EIN:
36-6066894
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 32,025 0   32,025

TY 2023 AllOthProgRltdInvestmentsSch
Name:
THE DONNELLEY FOUNDATION
EIN:
36-6066894
Category Amount
N/A 0

TY 2023 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 2023 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 2,249,914 2,174,276

TY 2023 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 6,275,716 8,271,773

TY 2023 InvestmentsGovtObligationsSch
Name:
THE DONNELLEY FOUNDATION
EIN:
36-6066894
US Government Securities - End of Year Book Value:

1,170,512
US Government Securities - End of Year Fair Market Value:

1,071,613
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 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 2,658,030 2,959,749

TY 2023 OtherDecreasesSchedule
Name:
THE DONNELLEY FOUNDATION
EIN:
36-6066894
Description Amount
TIMING DIFFERENCES 689,944


TY 2023 OtherIncomeSchedule2
Name:
THE DONNELLEY FOUNDATION
EIN:
36-6066894
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 1,250 1,250 1,250


TY 2023 OtherProfessionalFeesSchedule
Name:
THE DONNELLEY FOUNDATION
EIN:
36-6066894
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 67,803 67,803   0


TY 2023 TaxesSchedule
Name:
THE DONNELLEY FOUNDATION
EIN:
36-6066894
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 11,586 11,586   0
IL STATE TAX 43 0   0