Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
BRIAN & JOELLE KELLY FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)225 HIGHWAY 35   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RED BANK, NJ07701
A Employer identification number

26-6139249
B Telephone number (see instructions)

(732) 345-8300
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$30,572,097J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
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).............. 3,697,624
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 5,949 5,949 5,949
4 Dividends and interest from securities...... 230,354 230,354 230,354
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 858,836
b Gross sales price for all assets on line 6a 5,764,131
7 Capital gain net income (from Part IV, line 2)... 858,836
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 -91,417 -91,417 -91,417
12 Total. Add lines 1 through 11........ 4,701,346 1,003,722 144,886
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 48,720 3,458   45,262
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 13,076 10,400   2,676
b Accounting fees (attach schedule)....... Click to see attachment 19,503     19,503
c Other professional fees (attach schedule).... Click to see attachment 21,624 12,499   9,125
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,500 617   4,883
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 5,589 1,319   4,270
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 114,012 28,293   85,719
25 Contributions, gifts, grants paid........ 949,582 949,582
26 Total expenses and disbursements. Add lines 24 and 25 1,063,594 28,293   1,035,301
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,637,752
b Net investment income (if negative, enter -0-) 975,429
c Adjusted net income (if negative, enter -0-)... 144,886
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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.......... 10,562,529 9,009,625 9,009,625
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet108,790
Less: allowance for doubtful accounts bullet     108,790 108,790
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 13,784,191 14,040,501 14,040,501
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,753,666 7,413,181 7,413,181
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment235    
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 26,100,621 30,572,097 30,572,097
Liabilities 17 Accounts payable and accrued expenses.......... 283 1,034
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons 172 219
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)   Click to see attachment1
23 Total liabilities (add lines 17 through 22).......... 455 1,254
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 26,100,166 30,570,843
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 26,100,166 30,570,843
31 Total liabilities and net assets/fund balances (see instructions).. 26,100,621 30,572,097
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 26,100,166
2 Enter amount from Part I, line 27a..................... 2 3,637,752
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 832,925
4 Add lines 1, 2, and 3.......................... 4 30,570,843
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 30,570,843
Form 990-PF (2014)
Form 990-PF (2014)
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 250000 ATVI D 2000-01-01 2014-08-25
b VARIOUS CAVEAT EMPTOR FUND 1 K-1 PASSTHROUGH P 2000-01-01 2014-06-30
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 5,764,131   4,641,450 1,122,681
b     263,845 -263,845
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       1,122,681
b       -263,845
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 2 858,836
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 1,090,011 20,194,917 0.05398
2012 1,047,380 17,719,639 0.05911
2011 960,420 18,740,607 0.05125
2010 638,864 18,449,780 0.03463
2009 126,012 13,385,248 0.00941
2 Total of line 1, column (d) ...................... 2 0.20837
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.04167
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 27,100,840
5 Multiply line 4 by line 3....................... 5 1,129,400
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 9,754
7 Add lines 5 and 6......................... 7 1,139,154
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,144,091
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 9,754
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 9,754
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 9,754
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 335
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 14,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,335
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,581
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet4,581 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
 
No
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletN/A
    14
    The books are in care ofbulletCHADWICK & COMPANY CPA PC Telephone no.bullet (732) 345-8300
    Located atbullet225 HIGHWAY 35 SUITE 102CRED BANKNJ ZIP+4bullet07701
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, 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 instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 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 2014.)....................
    3b
     
    No
    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 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    BRIAN G KELLY Trustee
    6.00     		0    
    C/O CHADWICK CO 225 ROUTE 35
    RED BANK,NJ07701
    JOELLE S KELLY Trustee
    2.00     		0    
    C/O CHADWICK CO 225 ROUTE 35
    RED BANK,NJ07701
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    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.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 Non interest bearing loan to Not for Profit sports organization 108,790
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet108,790
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    17,378,116
    b
    Average of monthly cash balances.......................
    1b
    10,135,427
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    27,513,543
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) Click to see attachment.............
    1e
    1,162,842
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    27,513,543
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    412,703
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    27,100,840
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,355,042
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,355,042
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    9,754
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,754
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,345,288
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,345,288
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,345,288
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,035,301
    b
    Program-related investments—total from Part IX-B..................
    1b
    108,790
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,144,091
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    9,754
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,134,337
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 1,345,288
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 634,820
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 1,144,091
    a Applied to 2013, but not more than line 2a 634,820
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 509,271
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2014.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		836,017
    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) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or 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 (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Big Brothers Big Sisters
    174 Main Street
    Eatontown,NJ07724     		None   All Big Brothers Big Sisters organizations share one mission: to help at-risk young people achieve their full potential through professionally supported one-to-one mentoring with measurable outcomes. 250
    THE HERITAGE FOUNDATION
    214 MASSACHUSETTS AVE NE
    WASHINGTON,DC20002     		None   Working to make your voice heard in Washington, DC. Stay up-to-date on local and current events. 1,100
    NYPD Gaelic Football Club
    Manhattan College
    Bronx,NY10475     		None   The NYPD Gaelic Football Club is a nonprofit organization. We make annual contributions to several other charities including Project Children, the PBA Widows and Children Fund, and the Damian Meehan Foundation. 1,000
    Reserve Aid Inc
    PO Box 803451
    Dallas,TX75380     		None   Poviding financial support to the families of Reserve Service Members from all services, who have been called to active duty and are experiencing financial difficulty. 5,000
    Church of St Ignatius Loyola
    980 Park Avenue
    New York,NY10028     		None   Operating within the framework of Ignatian spirituality and the Jesuit tradition, seek and shared ministry as a true community of disciples, gathered in prayer and worship, sharing the Universal Churchs mission of evangelization and service. To conduct and address social and health activities/issues in the community. 250
    Franciscan Mission Associates
    PO Box 598
    Mount Vernon,NY10551     		None   Promotes information about and interest in the missionaries and their people - particularly in the Franciscan Missions of Central America, but also in the inner cities of the United States and Canada as well as every continent in the world. Our mission is: excellence in the provision of healthcare ... their family members, nursing associates, hospital associates. 300
    Freedom Works
    601 Pennsylvania Ave NWN Bldg 700
    Washington,DC20004     		None   FreedomWorks recruits, educates, trains and mobilizes hundreds of thousands of volunteer activists to fight for less government, lower taxes, and more freedom. Seeking health care reforms and promote less government intervention. 50
    Immaculate Conception High School
    33 Cottage Place
    Montclair,NJ07042     		None   Gifts to the Annual Fund comprise our most significant source of support and are directed to areas with the greatest need and greatest potential for impact, including tuition assistance, technological advancements, faculty and curriculum development, and facility enhancements. 500
    JDRF
    110 Riverside Drive Apt 3A
    New York,NY10024     		None   JDRF continues to make progress toward a cure for type 1 diabetes. Your donation will make a dramatic impact as JDRF moves life altering research out of the lab and into human clinical trials. Typically, more than 85 percent of JDRF's expenditures directly support research and research-related education. 400
    Juvenile Diabetes Cure Alliance
    C/O 654 Madison Avenue Suite 1606
    New York,NY10065     		None   The organization is dedicated to finding a cure for juvenile diabetes. The organization will achieve its exempt purpose through developing innovative ideas and approaches to challenge and facilitate the research community to find a cure for juvenile diabetes. These approaches will include but not be limited to (i) internal projects to evaluate how juvenile diabetes research is being conducted and the effectiveness of the current research approach. (ii) develop programs to evaluate and identify the most promising juvenile diabetes research projects, (iii) develop programs to mobilize those interested in finding a cure for juvenile diabetes as one unified voice and economic resource to influence juvenile diabetes research for projects that show the greatest potential for a cure (iv)possibly providing grants to organizations conducting research and testing directing toward curing diabetes and (ii) possibly creating a platform to facilitate the development of a cooperative community center 700,000
    Marine Sgt Eddie Ryan
    207 Wintish Road
    Ellenville,NY12428     		None   To help, aid and support wounded Marine Sgt. Eddie Ryan task of getting him back on his feet. 7,500
    St Ignatius Loyola Day Nursery
    240 East 84 Street
    New York,NY10028     		None   The Day Nursery offers a challenging preschool program that focuses on each childs uniqueness and their social, emotional and cognitive growth. 250
    ST ALOYSIUS SCHOOL
    223 WEST 132ND STRET
    NEW YORK,NY10027     		None   Dedicated to educating inner-city children at risk of not reaching their potential. To provide a comprehensive, academically challenging, literature-based program that includes support of the family and the whole child. 500
    MARINE CORPS HERITAGE FOUNDATION
    3800 FETTLER PARK DRIVE
    DUMFRIES,VA22025     		None   The Foundations mission is to preserve and propagate the history, traditions and culture of the Marine Corps as well as to educate all Americans 250
    MARYMOUNT SCHOOL OF NY
    1026 FIFTH AVENUE
    NEW YORK,NY10028     		None   Marymount prepares students to become leaders and advocates for positive changethrough its community service programs and a curriculum that encourages young women to challengethemselves, take risks, and innovate in order to achieve their goals and dreams 750
    RUTGERS UNIVERSITY FOUNDATION
    7 COLLEGE AVENUE WINANTS HALL
    NEW BRUNSWICK,NJ08901     		None   Pursuit of excellence in education, research, and public service. To provide the bridge between donors and the schools and programs, faculty, and students that make up this university. To help match caring people with satisfying and meaningful opportunities to make gifts that have an impact on Rutgers.The Joseph Nestor Memorial Scholarship at Rutgers University provides scholarships to full time undergraduate students based on academic merit and financial need. 10,000
    ST ANTHONY HIGH SCHOOL
    175 8TH STREET
    JERSEY CITY,NJ07302     		None   To encourage effective development and promote the students fullest aesthetic growth by fostering, within the curriculum and extra-curricular activities, an appreciation of individual worth. 500
    SAINT IGNATIUS LOYOLA SCHOOL
    48 EAST 84TH STREET
    NEW YORK,NY10028     		None   Committed to the education of the whole child by meeting the spiritual, intellectual, social, and emotional needs of each individual. 350
    SPRING LAKE FIRE COMPANY NO1
    1007 FIFTH AVENUE
    SPRING LAKE,NJ07762     		None   To serve and help protect the residents of Spring Lake and neighboring towns 50
    KNIGHTS OF COLUMBUS
    WOPO BOX 3202 TCB
    WEST ORANGE,NJ07052     		None   To support its members in their faith; provide support for their families; and direct their charity to the needs of the less fortunate and the Church. 50
    THE CHURCH OF SAINT VINCENT FERRER
    869 LEXINGTON AVE
    NEW YORK,NY10065     		None   Is a Roman Catholic parish and its members work in charitable efforts like local shelters and food pantries. They are also involved in interfaith lobbying for affordable housing in Manhattan. 1,040
    THE DOE FUND INC
    232 E 84TH ST
    NEW YORK,NY10028     		None   Is to develop and implement cost-effective, holistic programs that meet the needs of a diverse population working to break the cycles of homelessness, addiction, and criminal recidivism. 300
    WOUNDED WARRIOR PROJECT
    4899 BELFORT RD STE 300
    JACKSONVILLE,FL32256     		None   To raise awareness and enlist the public's aid for the needs of injured service members.To help injured service members aid and assist each other. To provide unique, direct programs and services to meet the needs of injured service members. 200
    BOYS TOWN
    100 FLANAGAN BLVD
    BOYS TOWNE,NE68010     		None   To provide the right care and help the abused and neglected children, broken and struggling families in communities across America. 50
    CENTRAL PARK CONSERVANCY
    14 E 60TH STREET
    NEW YORK,NY10022     		None   The Conservancy's mission is to restore, manage and enhance Central Park, in partnership with the public, for the enjoyment of present and future generations. Including the restoration of Grand Army Plaza. 100
    HUMAN RIGHTS FIRST
    333 SEVENTH AVE 13TH FLOOR
    NEW YORK,NY10001     		None   Human Rights First is an independent advocacy and action organization that challenges our country to live up to its ideals. We press American institutionsincluding government and businessto respect human rights, seeking to close the gap between values and action. 200
    MISSION OF MERCY
    215 ESSEX AVE
    SPRING LAKE,NJ07762     		None   Providing critical dental work, primarily tooth extractions, in impoverished villages.Our approach to providing support is to use existing schools and systems, allowing us to support more students, better, and support the Ugandan economy as well. 500
    PARALYZED VETERANS OF AMERICA
    7 MILLBROOK ROAD
    WILTON,NH03086     		None   To change lives and build brighter futures for the seriously injured veterans and people with disabilities, and their families, have eveything they need to live full and productive lives. 200
    RELIGIOUS OF THE SACRED HEART OF MA
    50 WILSON PARK DR
    TARRYTOWN,NY10591     		None   To provide religious resources and service where most in need of justice, especially to the women and children, for their own development and liberation. 5,000
    THE FRIEDMAN FOUNDATION
    ONE AMERICAN SQUARE STE 2420
    INDIANAPOLIS,IN46282     		None   To promote universal school choice as the most effective and equitable way to improve the quality of K-12 education in America. 250
    THE INSTITUTE FOR JUSTICE
    901 N GLEBE ROAD STE 900
    ARLINGTON,VA22203     		None   Through strategic litigation, training, communication, activism and research, the Institute for Justice advances a rule of law under which individuals can control their destinies as free and responsible members of society. 100
    THE PATRIOT ANNUAL FUND
    PO BOX 507
    CHATTANOOGA,TN37401     		None   The Patriot Post's mission is to advocate for Essential Liberty, the restoration of constitutional limits on government and the judiciary, and to promote free enterprise, national defense and traditional American values. 350
    ZEUNER FOUNDATION
    59 WASHINGTON CT
    LIVINGSTON,NJ07039     		None   ASSISTANCE TO CANCER PATIENTS AND THEIR FAMILIES. 500
    A BETTER CHANCE
    156 6TH AVE SUITE 1100
    NEW YORK,NY10010     		NONE   ONLY NATIONAL ORGANIZATION OF ITS KIND CHANGING THE LIFE TRAJECTORY FOR ACADEMICALLY TALENTED YOUTH OF COLOR VIA ACCESS TO RIGOROUS AND PRESTIGIOUS EDUCATIONAL OPPORTUNITIES FOR STUDENTS IN GRADES 6-12 IN ORDER TO INCREASE WELL-EDUCATED YOUNG PEOPLE OF COLOR WHO ARE CAPABLE OF ASSUMING POSITIONS OF RESPONSIBILITY AND LEADERSHIP IN AMERICAN SOCIETY. 5,000
    FORDHAM LAW SCHOOL
    888 7TH AVENUE 7TH FLOOR
    NEW YORK,NY10102     		NONE   TO SUPPORT FORDAM LAW'S EMPHASIS ON RIGOROUS ADADEMIC COURSEWORK,ETHICS, AND REAL-WORLD PRACTICE COMBINED WITH A DISTINGUISHED FACULTY, AND GROUNDBREACKING CENTERS AND INSTITUTES. 1,000
    GOLDWATER INSTITUTE
    500 EAST CORONADO ROAD
    PHOENIX,AZ85004     		NONE   THE GOLDWATER INSTITUTE'S MISSION IS TO ADVANCE FREEDOM AND PROTECT THE CONSTITUTION, WITH RESEARCH TO DEVELOP IDEAS TO HELP STATES USE CONSTITIONAL POWERS TO PROTECT THEIR CITIZEN'S LIBERTIES. 100
    MARCH OF DIMES
    PO BOX 2547
    DECATUR,IL62525     		NONE   DEDICATED TO IMPROVE THE HEALTH OF BABIES. 50
    MARYMOUNT SCHOOL OF NEW YORK
    1026 5TH AVENUE
    NEW YORK,NY10028     		NONE   ANNUAL FUND THAT BRIDGES THE GAP BETWEEN TUITION AND COSTS BY PROVIDING FUNDING FOR INNOVATIVE PROGRAMS AND SPACES AS WELL AS FUNDING SCHOLARSHIPS AND FINANCIAL AID PROGRAMS, RETAINING THE BEST FACULTY, AND MAINTAINING THRUEE CAMPUSES. 100,000
    NATIONAL REVIEW INC
    233 PENNSYLVANIA AVENUE SE 3RD FL
    WASHINGTON,DC20003     		NONE   TO ADVANCE THE CONSERVATIVE PRINCIPLES THE NATIONAL REVIEW INSTITUTE SHARES.Redesigned to focus on mid-career professionals and renamed our Regional Fellows Program, we added two additional citiesNew York City and Dallastripling the total number of professionals participating in this signature program. 5,500
    PROJECT VERITAS
    1214 W BOSTON POST RD 145
    MAMARONECK,NY10543     		NONE   PAY FOR LEGAL DEFENSE OF INVESTIGATIVE REPORTERS WHO CAPTURE ON VIDEO PROOF OF VOTER FRAUD. 100
    SPECIAL OLYMPICS
    PO BOX 768
    SCHENECTADY,NY12301     		NONE   SPECIAL OLYMPICS HAS BEEN OFFERING WOMEN, MEN, AND CHILDREN WITH INTELLECTUAL DISABILITIES YEAR-ROUND TRAINING AND COMPETITIONS IN OLYMPIC-STYLE SPORTS. 50
    ST CATHARINE-ST MARGARET PARISH
    215 ESSEX AVENUE
    SPRING LAKE,NJ07762     		NONE   TO ASSIST WITH THE PARISH EDUCATIONAL AND PASTORAL CARE PROGRAMS. 180
    ST IGNATIUS LOYOLA SCHOOL
    48 EAST 84TH STREET
    NEW YORK,NY10028     		NONE   Teach students to grow in their knowledge and love of God based on the Gospels and teachings of the Catholic Church. Opportunities are provided to increase the appreciation for self and respect for the whole personhood of each individual and to increase the development of gifts and talents. 51,000
    THE CARDINAL'S ANNUAL APPEAL
    PO BOX 4020
    NEW YORK,NY10261     		NONE   FINANCIAL AID TO PROVIDE SUBSIDIES TO CATHOLIC SCHOOLS, TO ENRICH RELIGIOUS EDUCATION PROGRAMS, TO EXPAND YOUNG ADULT OFFICE, TO ESTABLISH A YOUTH OFFICE, TO EDUCATE FUTURE PRIESTS, AND TO PROVIDE FOR RETIRED PRIESTS. 250
    YSOP-YOUTH SERVICE OPPORTUNITIES PR
    15 RUTHERFORD PLACE
    NEW YORK,NY10003     		NONE   TO PROVIDE A SCHOLARSHIP FOR ONE TEENAGER TO ATTEND A YSOP PROGRAM WHERE HE OR SHE CAN SERVE IN A SOUP KITCHEN, FOOD BANK OR DROP-IN CENTER AND SERVE HUNDREDS OF PEOPLE IN ONE WEEKEND. 100
    202020
    PO BOX 96669
    WASHINGTON,DC20090     		none   WonderWork Charity Program whose mission is to restore 20/20 eyesight to 20 million blind children and adults. 50
    ACTION AGAINST HUNGER
    247 WEST 37TH STREET 10TH FL
    NEW YORK,NY10018     		none   Action Against Hunger works in many countries around the world; some broken by natural disaster, others by man-made catastrophe. When in a state of emergency, all of them need everything. Action Against Hunger is there to provide food, clean water, sanitation and other basic needs. We then stay to help countries return to self-sufficiency. 2,500
    ALZHEIMER'S ASSOCIAION
    4221 WILSHIRE BLVD STE 400
    LOS ANGELES,CA90010     		none   donation help fight alzheimer's disease through vital research and essentialsupporting programs and services. 25
    BOSTON UNIVERSITY BIONIC PANCREAS
    100 CAMBRIDGE STREET STE 1310
    BOSTON,MA02114     		none   In addition to our funding needs for device development, charitable gifts to support the Bionic Pancreas study will help move the clinical trials along more swiftly by providing funds to cover costs that are not paid for by grants from private foundations and government, which have been the main sources of support for this effort until now. Follow the link below to a make a donation through the Massachusetts General Hospital. 25,000
    BRENDA NOVAK'S ONLINE AUCTION
    PO BOX 3781
    CITRUS HEIGHTS,CA95611     		none   Brenda Novak organized and ranan online auctionbenefitted the cure-cocused work of the Mimai-based Diabetes Research nstitute. 500
    CATHOLIC RELIEF SERVICES
    228 West Lexington Street
    Baltimore,MD21201     		none   Catholic Relief Services is the official international humanitarian agency of the Catholic community in the United States. 200
    CITY HARVEST
    6 EAST 32ND STREEET 5TH FL
    NEW YORK,NY10016     		none   City Harvest exists to end hunger in communities throughout New York City. We do this through food rescue and distribution, education, and other practical,innovative solutions. 100
    CITY MEALS-ON-WHEELS
    355 LEXINGTON AVENUE
    NEW YORK,NY10017     		none   Citymeals is one of the largest meals-on-wheels programs in the U.S., providing 2 million meals to 18,000 elderly New Yorkers each year. In addition to nutritionally balanced senior meals, our devoted staff and volunteers also deliver vital human companionship. 100
    COUNTY ROSCOMMON SOCIETY OF NY
    136 EAST 56TH STREET 2A
    NEW YORK,NY10022     		none   continue to promote and foster our Irish culture and traditions in the New York and surrounding areas. Our organization also provides our members with an opportunity to keep in touch with old friends as well as keeping current on events in County Roscommon. 250
    COVENANT HOUSE
    PO BOX 96708
    WASHINGTON,DC20090     		none   Covenant House is dedicated to serving all God's children with absolute respect and unconditional love ... to help suffering homeless kids ... and to protect and safeguard all children in need. 100
    Doctors Without Borders
    PO BOX 5022
    HAGERSTOW,MD21741     		none   helps our field workers save lives in over 70 countries across the world, as they battle Ebola outbreaks in West Africa, aid refugees in Syria, develop treatment for malnutrition, and prevent and treat HIV and TB. The urgent medical care Doctors Without Borders provides depends on the money we raise. Racing with Team Doctors Without Borders has an impact on the world you will make a difference as part of our team. 100
    EIF Revlon RunWalk for Women
    1801 W Olympic Blvd
    Pasadena,CA91199     		none   Revlon Run/Walks to provide womens cancer research and support programs. Funding from the Revlon Run/Walks has accelerated critical research, including the development of a breakthrough breast cancer drug, and helped thousands of women diagnosed with cancer and their families get the support they need. 250
    ELIZABETH'S CANVAS INC
    9212 HAZEN DRIVE
    BEVERLY HILLS,CA90210     		none   To empower cancer patients and survivors through the creative processElizabeth's Canvas, Inc. 500
    EVENTREGISTRATION
    5214-F DIAMOND HEIGHTS BLVD STE 43
    SAN FRANCISCO,CA94131     		none   Established in 1998, EventRegistration.com is the premiere registration ticketing and merchandising solution for people who plan, coordinate and promote meetings and events. We enable you to streamline your event-planning efforts while providing you with a great new promotion method. EVENTREGISTRATION 500
    THE FRESH AIR FUND
    633 THIRD AVENUE 14FL
    NEW YOK,NY10164     		none   Give the gift of time and feel your heart grow, knowing you've made a difference in the life of a child. From tutoring, mentoring, and encouraging our kids, to making phone calls and staffing recruitment days, 35
    HANCE FAMILY FOUNDATION
    PO BOX 20795
    FLORAL PARK,NY11002     		none   honors the lives of three beautiful sisters by ensuring healthy, happy, and safe children through innovative self-esteem educational programming and the support of children in need. Our largest program, Beautiful Me...The Emma, Alyson, and Katie Hance Project is a self-esteem program designed to educate females by promoting appreciation for their genuine qualities, etc. 100
    INTERNATIONAL CATHOLIC MIGRATION
    PO BOX 96030
    WASHINGSTON,DC20077     		none   To serves and protects uprooted people, including migrants, refugees, and internally displaced people, regardless of faith, race, ethnicity or nationality. With staff and programs in over 40 countries, ICMC advocates for sustainable solutions and rights-based policies directly and through a worldwide network of 132 member organizations. 200
    JERSEY SHORE RESCUE MISSION
    PO BOX 1289
    ASBURY PARK,NJ07712     		none   MINISTERS TO THE HOMELESS, HELPLESS OF MONMOUTH COUNTY 365 DAYS A YEAR WITH MEALS AND SHELTERS. 50
    KARING FOR KATELYN SPOERL FUNDRAISE
    333 E LANCASTER AVE 414
    WYNNEWOOD,PA19096     		none   to find a cure for all childhood cancers and to provide support and medical expenses. 200
    MUSCULAR DYSTROPHY ASSOCIATION
    PO BOX 97075
    WASHINGTON,DC20090     		none   MDA is the worlds leading nonprofit health organization sponsoring research seeking the causes of and effective treatments for neuromuscular diseases. MDA research grants currently are supporting more than 250 projects worldwide. 100
    NETWORK FOR GOOD
    1140 CONNECTICUT AVE NW STE 700
    WASHINGTON,DC20036     		none   Provide expertise to raise more money online with easy, affordable online fundraising tools and training designed to make you a successful fundraiser. 523
    NEW YORK CITY POLICE FOUNDATION
    555 FIFTH AVENUE 15TH FL
    NEW YORK,NY10017     		none   Help get the NYPD the tools it needs to keep New York City safe. To provide critical resources for innovative NYPD programs that make New York City a safer place to live, visit, and work. 100
    NEW YORK CITY RESCUE MISSION
    PO BOX 275 CANAL ST STATION
    NEW YORK,NY10013     		none   Built on a foundation of hope, the New York City Rescue Mission provides meals, shelter and services to the homeless and hungry. 200
    NLEAFCF -NAT'L LAW ENFORCEMENT AND
    928 BRAODWAY STE 703
    NEW YORK,NY10010     		none   dedicated to helping the children of those law enforcement officers and firefighters lost or permanently disabled in the line of duty. 100
    NYUSOM-NYU SCHOOL OF MEDICINE
    1 PARK AVENUE 10 FL
    NEW YORK,NY10016     		none   The mission of the Ethiopian School Readiness Initiative (ESRI) is to create for the children of Ethiopia a high quality, culturally appropriate preschool program that will prepare the children to succeed in school. ESRI works with educational, governmental, and non-governmental organizations in Ethiopia to implement the program within the existing schools in Ethiopia. 250
    O'BRIEN MEMORIAL FUND
    500 COTTMAN AVENUE
    CHELTENHAM,PA19012     		none   memorial park in Mike O'Brien's name 500
    PRIESTS FOR LIFE
    PO BOX 1491
    MERRIFILD,VA22116     		none   to promote a culture of life and also to undertake direct actions that help protect the life of the weakest, especially the unborn. 100
    RBC MINISTRIES
    3000 KRAFT AVE
    GRAND RAPIDS,MI49512     		none   Our mission is to make the life-changing wisdom of the Bible understandable and accessible to all.Our vision is to see people of all nations experiencing a personal relationship with Christ, growing to be more like Him, and serving in a local body of His family. 100
    SMILE TRAIN
    PO BOX 96246
    WASHINGTON,DC20090     		none   Smile Train provides free cleft surgery to hundreds of thousands of poor children in developing countries. 600
    SOCIETY OF ST VINCENT DE PAUL
    58 PROGRESS PARKWAY
    MARYLAND HEIGHTS,MO63043     		none   An international Catholic voluntary organization dedicated to the sanctification of its members through serving the poor and disadvantaged. 100
    SPRING LAKE MEMOIRIAL COMMUNITY HOU
    1007 5TH AVENUE
    SPRING LAKE,NJ07762     		none   To provide & serve Spriing Lake area the arts, children's programs and civic groups, as well as the Spring Lake Public Library. 50
    ST AIDAN'S GAELIC FOOTBALL CLUB
    Ballyoran Four Road
    Mount Talbot,Ballyoran, Four RMount Talbot
    EI     		none   It is Ireland's largest sporting organisation and is celebrated as one of the great amateur sporting associations in the world today.The GAA is a volunteer led, community based organisation that promotes Gaelic games such as Hurling, Football, Handball and Rounders and works with sister organisations to promote Ladies Football and Camogie. It is part of the Irish consciousness and plays an influential role in Irish society that extends far beyond the basic aim of promoting Gaelic games. 13,629
    ST JUDE CHILDREN RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		none   To advance cures, and means of prevention, for pediatric catastrophic diseases through research and treatment. Consistent with the vision of its founder Danny Thomas, no child is denied treatment based on race, religion or a family's ability to pay. 100
    THE FOOD BANK OF MONMOUTH OCEAN COU
    3300 ROUTE 66
    NEPTUNE,NJ07753     		none   Join the fight against hunger. Donate funds and eliminating hunger in Monmouth and Ocean counties. 50
    WPYVAN4DEbbie - Waltham Ptshp for Y
    510 Moody Street
    Waltham,MA02453     		none   provide van and address needs presented by Debbie's ALS. 1,000
    TOYS FOR TOTS
    PO BOX 4002896
    DES MOINES,IA50340     		none   providing toys, books, and other gifts to less fortunate children. 50
    ST PATRICK'S CATHEDRAL
    460 MADISON AVE
    NEW YORK,NY10022     		none   Bringing Gods presence into the world, inspiring a conversation among the generations.To provide hope for those who share the Catholic faith and a source of inspiration to the more than five million visitors of every religious denomination welcomed each year. 100
    Total .................................bullet 3a 949,582
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 5,949  
    4 Dividends and interest from securities....     14 230,354  
    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.....       91,417  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    14 858,836  
    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)..   1,003,722  
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,003,722
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    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) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID: 14000265
    Software Version: 2014v5.0


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    BRIAN & JOELLE KELLY FAMILY FOUNDATION
     
    Employer identification number

    26-6139249
    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 is not covered by the General Rule and/or the Special Rules does not 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 does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    BRIAN & JOELLE KELLY FAMILY FOUNDATION
          		Employer identification number

    26-6139249
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    BRIAN JOELLE KELLY  
    C/O CHADWICKCO 225 ROUTE 35N
     
    RED BANK, NJ07701

    		$3,697,624


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    BRIAN & JOELLE KELLY FAMILY FOUNDATION
          		Employer identification number

    26-6139249
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 160,209 common stock shares of ATVI Activision Blizzard donated on August 20, 2014. $ 3,697,624 2014-08-20
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    BRIAN & JOELLE KELLY FAMILY FOUNDATION
          		Employer identification number

    26-6139249
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID: 14000265
    Software Version: 2014v5.0

    TY 2014 AccountingFeesSchedule
    Name:
    BRIAN & JOELLE KELLY FAMILY FOUNDATION
    EIN: 26-6139249
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting 19,503 0 0 19,503

    TY 2014 LegalFeesSchedule
    Name:
    BRIAN & JOELLE KELLY FAMILY FOUNDATION
    EIN: 26-6139249
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal 2,676 0 0 2,676
    Legal Investments 10,400 10,400 0 0


    TY 2014 OtherExpensesSchedule
    Name:
    BRIAN & JOELLE KELLY FAMILY FOUNDATION
    EIN: 26-6139249
    Software ID:14000265
    Software Version:2014v5.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 360 360    
    CEFI-KI - LINE 13-K - BSC 366 366    
    INSURANCE 4,566 593   3,973
    MEALS @ 50% 47     47
    OFFICE SUPPLIES 250     250


    TY 2014 OtherIncomeSchedule2
    Name:
    BRIAN & JOELLE KELLY FAMILY FOUNDATION
    EIN: 26-6139249
    Software ID:14000265
    Software Version:2014v5.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Other Investment Income -91,417   -91,417


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    BRIAN & JOELLE KELLY FAMILY FOUNDATION
    EIN: 26-6139249
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CEFI-KI - LINE 13-K - MANAGEMENT FEE 2,691 2,691 0 0
    CONSULTING FEE 18,250 9,125 0 9,125
    PROFESSIONAL FEES-CEFI 683 683 0 0


    TY 2014 ReductionExplanationStatement
    Name:
    BRIAN & JOELLE KELLY FAMILY FOUNDATION
    EIN: 26-6139249
    Software ID:14000265
    Software Version:2014v5.0
    Explanation:
    Description: ATVI Stock Percentage: 54.33 Asset FMV: 11628424 Discount: 1162842 Explanation: Securities were discounted due to black out period and trading restrictions.

    TY 2014 TaxesSchedule
    Name:
    BRIAN & JOELLE KELLY FAMILY FOUNDATION
    EIN: 26-6139249
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 4,750 617   4,133
    STATE TAX 750     750