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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE ROBERT MCLEAN AND JENEPHER AND
EDWARD J KELLY JR FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 697
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HOLICONG, PA18928
A Employer identification number

35-6819324
B Telephone number (see instructions)

(610) 267-0271
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$64,341,510J 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) 43,368,192
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,532,916 2,532,916  
5a Gross rents............ 791,866 791,866  
b Net rental income or (loss) 791,866
6a Net gain or (loss) from sale of assets not on line 10 -2,453,540
b Gross sales price for all assets on line 6a 6,878,123
7 Capital gain net income (from Part IV, line 2)... 0
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).......      
12 Total. Add lines 1 through 11........ 44,239,434 3,324,782  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 44,000 8,800   35,200
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
14,317 2,763   11,554
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,600 3,300   3,300
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
34,325 23,489   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 2,269 454   1,815
21 Travel, conferences, and meetings....... 7,312 1,515   5,797
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
93,317 88,054   5,263
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 202,140 128,375   62,929
25 Contributions, gifts, grants paid....... 400,500 400,500
26 Total expenses and disbursements. Add lines 24 and 25 602,640 128,375   463,429
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 43,636,794
b Net investment income (if negative, enter -0-) 3,196,407
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 10,810 10,394 10,394
2 Savings and temporary cash investments......... 6,161,368 10,001,906 10,001,906
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) 0 Click to see attachment
List of Attached Documents:
// Content
2,531,735 		2,563,502
b Investments—corporate stock (attach schedule)....... 2,277,595 Click to see attachment
List of Attached Documents:
// Content
16,180,051 		21,317,877
c Investments—corporate bonds (attach schedule)....... 5,550,423 Click to see attachment
List of Attached Documents:
// Content
26,141,140 		26,286,243
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).......... 1,275,021 Click to see attachment
List of Attached Documents:
// Content
3,728,067 		4,161,588
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) 15,275,217 58,593,293 64,341,510
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 15,275,217 58,593,293
29 Total net assets or fund balances (see instructions)..... 15,275,217 58,593,293
30 Total liabilities and net assets/fund balances (see instructions). 15,275,217 58,593,293
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
15,275,217
2
Enter amount from Part I, line 27a .....................
2
43,636,794
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
58,912,011
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
318,718
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
58,593,293
Form 990-PF (2024)
Form 990-PF (2024)
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 PROGRESSIVE CORP   2024-04-25 2024-08-09
b CHUBB   2024-04-25 2024-08-16
c BERKSHIRE HATHAWAY   2024-04-25 2024-09-30
d UNITED PARCEL SERVICE   2024-04-25 2024-09-30
e CLARKSTON FOUNDERS   2024-04-22 2024-10-01
AMERICAN TOWER REIT   2024-04-25 2024-10-15
ASPEN TECH   2024-10-01 2024-11-05
ADOBE   2024-04-25 2024-11-15
HEICO   2024-10-01 2024-11-15
ASPEN TECH   2024-10-01 2024-11-19
PROGRESSIVE CORP   2021-08-16 2024-08-12
BBH LIMITED   2021-08-16 2024-09-27
BERKSHIRE HATHAWAY   2021-08-16 2024-09-30
CLARKSTON FOUNDERS   2021-07-15 2024-10-01
BBH LIMITED   2021-08-16 2024-10-30
ADOBE   2022-05-20 2024-11-15
ISHARES BROAD USD HIGH YIELD   2024-07-15 2024-12-03
JP MORGAN BETABUILDERS EUROPE   2024-02-21 2024-12-03
SIX CIRCLES US   2023-03-13 2024-02-21
VANGUARD TOTAL BOND MARKET   2023-03-13 2024-01-29
VANGUARD TOTAL INTL BOND   2023-03-13 2024-01-29
VANGUARD MORTGAGE BACKED   2023-03-13 2024-01-29
VANGUARD LT TREAS   2023-03-13 2024-01-15
VANGUARD INT-TERM   2023-12-04 2024-05-08
FIDELITY 500 INDEX FD   2023-03-13 2024-07-11
JP MORGAN BETABUILDERS EUROPE   2023-03-13 2024-12-03
JP MORGAN BETABUILDERS JAPAN   2023-03-13 2024-10-02
JP MORGAN BETABUILDERS CANADA   2023-03-13 2024-07-11
SIX CIRCLES US   2023-03-13 2024-07-11
SIX CIRCLES GLOBAL BOND   2023-03-13 2024-08-08
SIX CIRCLES CREDIT   2023-03-13 2024-12-03
VANGUARD TOTAL INTL BOND   2023-03-13 2024-08-08
NESTLE   2023-12-07 2024-10-16
ISHARES GOLD TR   2017-03-08 2024-12-31
MORGAN STANLEY PRIVATE BK D 2023-04-14 2024-10-21
PFIZER   2020-03-19 2024-10-22
SANDOZ GROUP   2016-03-29 2024-02-28
US TREAS SER 4.25% P 2022-10-12 2024-09-30
US TREAS SER 2.25% P 2022-10-12 2024-12-31
ISHARES GOLD TR   2021-09-15 2024-07-15
CDN IMPERIAL 3.1% P 2024-02-23 2024-04-02
COMCAST 3.7% P 2024-02-23 2024-04-15
BRISTOL MYERS SQUIBB 3.625% P 2024-02-23 2024-05-15
CATERPILLAR 2.85% P 2024-02-23 2024-05-17
US TREAS BILLS P 2024-05-22 2024-06-04
JOHN DEERE 4.55% P 2024-07-31 2024-10-11
BB & T 2.85% P 2024-07-31 2024-10-28
AMAZON 4.7% P 2024-07-31 2024-11-29
TOYOTA 4.4% P 2022-12-23 2024-09-20
COMCAST 5.25% P 2023-03-14 2024-10-23
BB & T 2.85% P 2022-12-23 2024-10-28
AMAZON 4.7% P 2022-12-23 2024-11-29
ED KELLY ESTATE CAPITAL LOSS CARRYFORWARD   2021-06-15 2024-04-15
VARIOUS K-1'S   2021-06-15 2024-08-15
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,103   1,059 44
b 1,093   973 120
c 1,828   1,620 208
d 956   1,034 -78
e 78,436   75,000 3,436
1,364   1,032 332
22,167   21,496 671
1,501   1,412 89
7,937   7,789 148
16,275   15,421 854
270,814   116,720 154,094
500,000   494,258 5,742
364,296   229,024 135,272
1,442,101   1,398,000 44,101
1,000,000   992,315 7,685
128,558   99,690 28,868
9,358   9,199 159
4,938   4,475 463
7,094   5,434 1,660
7,517   7,539 -22
38,045   38,337 -292
7,532   7,594 -62
16,721   16,759 -38
8,718   8,654 64
30,317   21,290 9,027
12,893   11,530 1,363
5,026   4,028 998
3,693   3,183 510
8,807   5,973 2,834
7,199   6,838 361
8,161   7,993 168
4,956   4,889 67
96,814   112,630 -15,816
394   202 192
200,000   200,000 0
114,957   114,707 250
4,981   2,636 2,345
165,000   165,000 0
173,000   165,931 7,069
199   138 61
150,000   150,000 0
100,000   100,000 0
200,000   200,000 0
200,000   200,000 0
24,500   24,500 0
100,000   100,000 0
149,000   149,000 0
150,000   150,000 0
250,000   250,000 0
252,257   251,963 294
200,000   200,000 0
250,000   249,875 125
      -3,072,110
      147,587
77,617     77,617
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       44
b       120
c       208
d       -78
e       3,436
      332
      671
      89
      148
      854
      154,094
      5,742
      135,272
      44,101
      7,685
      28,868
      159
      463
      1,660
      -22
      -292
      -62
      -38
      64
      9,027
      1,363
      998
      510
      2,834
      361
      168
      67
      -15,816
      192
      0
      250
      2,345
      0
      7,069
      61
      0
      0
      0
      0
      0
      0
      0
      0
      0
      294
      0
      125
      -3,072,110
      147,587
      77,617
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 -2,453,540
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 44,430
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 44,430
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 44,430
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 9,194
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 45,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 54,194
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 9,764
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow9,764 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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
Yes
 
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowPA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? 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 arrowNONE
14
The books are in care ofright arrowMICHAEL KELLY Telephone no.right arrow (610) 267-0271

Located atright arrowPO BOX 697HOLICONGPA ZIP+4right arrow18928
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 2024, 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 (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
MICHAEL M KELLY TRUSTEE
20.00 		0 0 0
PO BOX 697
HOLICONG,PA18928
JOSEPH A O'CONNOR TRUSTEE
4.00 		44,000 0 0
SUITE A200 150 N RADNOR-CHESTER RD
RADNOR,PA19087
EDWARD J KELLY III ADVISORY TRUSTEE
1.00 		0 0 0
PO BOX 697
HOLICONG,PA18928
WILLIAM L KELLY ADVISORY TRUSTEE
1.00 		0 0 0
PO BOX 697
HOLICONG,PA18928
DOROTHEA S KELLY DIRECTOR OF GRANTS
10.00 		0 0 0
PO BOX 697
HOLICONG,PA18928
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 (2024)
Form 990-PF (2024)
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  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
32,098,309
b
Average of monthly cash balances.......................
1b
7,545,977
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
39,644,286
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
39,644,286
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
594,664
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
39,049,622
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,952,481
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,952,481
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
44,430
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
44,430
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,908,051
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,908,051
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,908,051
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
463,429
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
463,429
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,908,051
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 275,238
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 463,429
a Applied to 2023, but not more than line 2a 275,238
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 188,191
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 0
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		1,719,860
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

BUCKINGHAM FRIENDS SCHOOL

PO BOX 159
LAHASKA,PA18931 		  PC BUILDING CAMPAIGN 200,000

GERMANTOWN ACADEMY

340 MORRIS RD
FORT WASHINGTON,PA19034 		  PC SCHOLARSHIP 150,000

DEVON HORSESHOW FOUNDATION

PO BOX 865
DEVON,PA19333 		  PC MAINTENANCE 500

THE HILL SCHOOL

717 EAST HIGH ST
POTTSTOWN,PA19464 		  PC BUILDING CAMPAIGN 50,000
Total .................................right arrow 3a 400,500
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2,532,916  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     01 791,866  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -2,453,540  
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) .. 0 871,242 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
871,242
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE ROBERT MCLEAN AND JENEPHER AND
EDWARD J KELLY JR FOUNDATION
Employer identification number

35-6819324
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE ROBERT MCLEAN AND JENEPHER AND
EDWARD J KELLY JR FOUNDATION 		Employer identification number
35-6819324
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
MICHAEL KELLY
PO BOX 698
 
HOLICONG, PA18928

$ 6,587


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 9,605,608


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 5,805,312


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 1,398,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 99,690


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 253,737


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE ROBERT MCLEAN AND JENEPHER AND
EDWARD J KELLY JR FOUNDATION 		Employer identification number
35-6819324
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
7
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 246,492


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 94,225


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 253,737


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 135,951


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 95,247


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 245,538


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE ROBERT MCLEAN AND JENEPHER AND
EDWARD J KELLY JR FOUNDATION 		Employer identification number
35-6819324
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
13
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 264,034


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
14
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 161,041


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
15
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 121,280


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
16
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 127,016


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
17
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 168,680


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
18
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 30,956


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE ROBERT MCLEAN AND JENEPHER AND
EDWARD J KELLY JR FOUNDATION 		Employer identification number
35-6819324
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
19
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 49,744


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
20
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 44,504


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
21
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 33,775


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
22
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 49,657


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
23
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 46,120


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
24
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 403,953


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE ROBERT MCLEAN AND JENEPHER AND
EDWARD J KELLY JR FOUNDATION 		Employer identification number
35-6819324
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
25
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 893,217


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
26
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 100,719


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
27
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 1,000,050


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
28
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 100,348


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
29
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 99,971


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
30
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 100,518


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE ROBERT MCLEAN AND JENEPHER AND
EDWARD J KELLY JR FOUNDATION 		Employer identification number
35-6819324
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
31
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 100,137


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
32
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 99,736


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
33
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 99,835


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
34
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 99,266


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
35
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 99,838


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
36
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 99,389


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE ROBERT MCLEAN AND JENEPHER AND
EDWARD J KELLY JR FOUNDATION 		Employer identification number
35-6819324
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
37
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 100,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
38
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 100,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
39
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 99,241


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
40
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 99,521


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
41
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 97,682


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
42
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 98,806


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE ROBERT MCLEAN AND JENEPHER AND
EDWARD J KELLY JR FOUNDATION 		Employer identification number
35-6819324
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
43
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 198,353


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
44
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 100,029


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
45
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 99,988


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
46
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 165,182


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
47
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 165,137


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
48
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 165,533


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE ROBERT MCLEAN AND JENEPHER AND
EDWARD J KELLY JR FOUNDATION 		Employer identification number
35-6819324
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
49
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 165,797


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
50
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 165,931


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
51
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 198,464


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
52
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 200,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
53
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 242,605


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
54
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 196,824


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE ROBERT MCLEAN AND JENEPHER AND
EDWARD J KELLY JR FOUNDATION 		Employer identification number
35-6819324
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
55
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 251,963


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
56
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 189,250


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
57
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 181,982


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
58
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 193,476


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
59
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 235,895


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
60
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 249,875


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE ROBERT MCLEAN AND JENEPHER AND
EDWARD J KELLY JR FOUNDATION 		Employer identification number
35-6819324
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
61
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 248,770


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
62
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 200,010


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
63
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 247,163


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
64
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 19,526


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
65
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 248,392


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
66
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 290,842


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE ROBERT MCLEAN AND JENEPHER AND
EDWARD J KELLY JR FOUNDATION 		Employer identification number
35-6819324
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
67
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 116,646


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
68
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 86,415


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
69
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 442,531


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
70
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 506,857


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
71
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 56,225


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
72
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 288,080


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE ROBERT MCLEAN AND JENEPHER AND
EDWARD J KELLY JR FOUNDATION 		Employer identification number
35-6819324
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
73
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 83,155


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
74
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 1,177,838


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
75
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 216,710


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
76
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 250,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
77
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 1,500,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
78
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 100,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE ROBERT MCLEAN AND JENEPHER AND
EDWARD J KELLY JR FOUNDATION 		Employer identification number
35-6819324
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
79
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 1,000,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
80
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 1,500,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
81
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 816,491


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
82
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 500,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
83
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 500,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
84
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 500,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE ROBERT MCLEAN AND JENEPHER AND
EDWARD J KELLY JR FOUNDATION 		Employer identification number
35-6819324
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
85
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 200,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
86
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 781,745


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
87
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 594,052


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
88
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 3,246,491


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
89
ESTATE OF EDWARD J KELLY JR
 
1001 CONSHOHOCKEN STATE RD
 
WEST CONSHOHOCKEN, PA19428

$ 1,011,769


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
90
MICHAEL KELLY
 
PO BOX 698
 
HOLICONG, PA18928

$ 43,042


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE ROBERT MCLEAN AND JENEPHER AND
EDWARD J KELLY JR FOUNDATION 		Employer identification number

35-6819324
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
 400 SHS SANDOZ GROUP $ 17,335 2024-10-25
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 565612 SHS BBH LIMITED DURATION FUND $ 5,842,774 2024-07-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 90244 SHS CLARKSTON FOUNDERS FUND $ 1,371,710 2024-07-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
5
 257000 SHS ADOBE INC. $ 142,774 2024-07-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
6
 1956 SHS ARTHUR GALLAGHER & CO $ 507,210 2024-07-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
7
 1956 SHS ALCON INC $ 311,067 2024-07-01
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE ROBERT MCLEAN AND JENEPHER AND
EDWARD J KELLY JR FOUNDATION 		Employer identification number

35-6819324
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
8
 44 SHS BOOKING HOLDINGS $ 174,306 2024-07-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
9
 883 SHS BERKSHIRE HATHAWAY-CL B $ 359,204 2024-07-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
10
 302 SHS COSTCO $ 256,697 2024-07-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
11
 292 SHS KLA CORP $ 240,757 2024-07-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
12
 792 SHS LINDE PLC $ 347,538 2024-07-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
13
 733 SHS MASTERCARD $ 323,370 2024-07-01
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE ROBERT MCLEAN AND JENEPHER AND
EDWARD J KELLY JR FOUNDATION 		Employer identification number

35-6819324
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
14
 582 SHS MICROSOFT $ 260,125 2024-07-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
15
 1343 SHS ORACLE $ 189,632 2024-07-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
16
 1318 SHS PROGRESSIVE CORP OHIO $ 273,762 2024-07-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
17
 1098 WASTE MANAGEMENT INC $ 234,247 2024-07-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
18
 85 SHS NORTHROP GRUMMAN $ 36,722 2024-07-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
19
 300 SHS MFC SPDR GOLD TR GOLD SHS $ 66,975 2024-07-11
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE ROBERT MCLEAN AND JENEPHER AND
EDWARD J KELLY JR FOUNDATION 		Employer identification number

35-6819324
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
20
 515 SHS RTX CORPORATION $ 52,386 2024-07-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
21
 1000 MFC ISHARES GOLD $ 45,630 2024-07-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
22
 2000 SHS SANDOZ GROUP $ 78,680 2024-07-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
23
 2000 SHS MFC FIRST TR EXCHANGE $ 47,980 2024-07-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
24
 2566 PEPSICO $ 420,696 2024-07-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
25
 10000 NOVARTIS $ 1,110,825 2024-07-11
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE ROBERT MCLEAN AND JENEPHER AND
EDWARD J KELLY JR FOUNDATION 		Employer identification number

35-6819324
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
26
 49000 US TREAS BDS $ 101,519 2024-07-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
27
 49188 MFO LEUTHOLD CORE $ 1,107,723 2024-07-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
28
 50000 US TREAS BDS $ 102,315 2024-07-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
29
 83000 US TREAS BDS $ 104,071 2024-07-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
30
 84000 US GOV NATIONAL $ 104,060 2024-07-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
31
 85000 TSY OMFL IX N/B $ 103,868 2024-07-11
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE ROBERT MCLEAN AND JENEPHER AND
EDWARD J KELLY JR FOUNDATION 		Employer identification number

35-6819324
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
32
 86000 US TREAS INFL INDEX $ 102,721 2024-07-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
33
 86000 US TREAS INFL INDEX $ 103,562 2024-07-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
34
 87000 US TREAS NC $ 103,049 2024-07-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
35
 91000 US TREAS INFL $ 103,179 2024-07-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
36
 95000 US TREAS $ 102,108 2024-07-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
37
 100000 AMERICAN EXPRESS NATL BK $ 100,379 2024-07-11
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE ROBERT MCLEAN AND JENEPHER AND
EDWARD J KELLY JR FOUNDATION 		Employer identification number

35-6819324
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
38
 100000 MORGAN STANLEY BK $ 99,636 2024-07-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
39
 100000 US TREAS NTS $ 99,977 2024-07-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
40
 100000 US TREAS NTS $ 100,383 2024-07-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
41
 100000 TSY INFL IX N/B $ 100,223 2024-07-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
42
 103000 US TREAS NO $ 101,527 2024-07-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
43
 204540 US TREAS INFL INDEXED BONDS $ 204,540 2024-07-11
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE ROBERT MCLEAN AND JENEPHER AND
EDWARD J KELLY JR FOUNDATION 		Employer identification number

35-6819324
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
44
 105000 US T BOND $ 101,772 2024-07-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
45
 106000 US T NOTE $ 101,996 2024-07-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
46
 165000 US T NOTE $ 164,566 2024-07-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
47
 165000 US T NOTE $ 163,860 2024-07-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
48
 171000 US T NTS $ 167,802 2024-07-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
49
 172000 DTD 822 2.625% $ 169,069 2024-07-11
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE ROBERT MCLEAN AND JENEPHER AND
EDWARD J KELLY JR FOUNDATION 		Employer identification number

35-6819324
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
50
 173000 US TREAS N/B $ 170,621 2024-07-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
51
 186000 US TREAS INFL $ 205,923 2024-07-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
52
 200000 MORGAN STANLEY PVT 4.8% $ 199,674 2024-07-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
53
 250000 MERCK & CO. NEW FIXED 2.75% $ 246,296 2024-07-12
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
54
 200000 PFIZER 4.45% $ 198,079 2024-07-12
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
55
 250000 COMCAST 5.25% $ 250,695 2024-07-12
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE ROBERT MCLEAN AND JENEPHER AND
EDWARD J KELLY JR FOUNDATION 		Employer identification number

35-6819324
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
56
 200000 WESTPAC BKG CORP $ 192,805 2024-07-12
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
57
 200000 VISA INC. 2.75% $ 189,468 2024-07-12
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
58
 200000 BB&T 2.85% $ 198,277 2024-07-12
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
59
 250000 SIMON PPTY GROUP $ 243,335 2024-07-12
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
60
 250000 AMAZON COM 4.7% $ 249,441 2024-07-12
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
61
 250000 TOYOTA MOTOR 4.4% $ 249,449 2024-07-12
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE ROBERT MCLEAN AND JENEPHER AND
EDWARD J KELLY JR FOUNDATION 		Employer identification number

35-6819324
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
62
 200000 CANADIAN IMPERIAL BK $ 199,599 2024-07-12
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
63
 250000 DEERE 4.05% $ 247,476 2024-07-12
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
64
 20000 US T BILL $ 19,800 2024-07-12
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
65
 250000 WALMART 4.0% $ 247,184 2024-07-12
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
66
 300000 EQUINOR ASA 2.875% $ 294,704 2024-07-12
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
67
 700 GLD-MFC SPDR GOLD $ 156,177 2024-07-15
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE ROBERT MCLEAN AND JENEPHER AND
EDWARD J KELLY JR FOUNDATION 		Employer identification number

35-6819324
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
68
 1000 SHSRTX CORP $ 101,280 2024-07-15
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
69
 1540 SHS BERKSHIRE $ 653,638 2024-07-15
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
70
 6350 SHS COLGATE-PALMOLIVE $ 622,744 2024-07-15
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
71
 1000 SHS CARRIER $ 66,000 2024-07-15
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
72
 2000 SHS PROCTER & GAMBLE $ 333,220 2024-07-15
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
73
 827 SHS CHEVRON $ 128,673 2024-07-15
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE ROBERT MCLEAN AND JENEPHER AND
EDWARD J KELLY JR FOUNDATION 		Employer identification number

35-6819324
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
74
 20570 SHS COCA COLA $ 1,310,309 2024-07-15
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
75
 2100 SHS EMERSON ELECTRIC $ 240,639 2024-07-15
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
76
 18234.869 SHS MFO HUSSMAN INVT TR $ 260,576 2024-07-16
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
77
 149551.344 SHS MFO BAIRD FDS ULTRA SHORT BD FD $ 1,514,955 2024-07-16
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
78
 10245 SHS MFO FPA FUNDS TRUST NEW INCOME $ 100,717 2024-07-16
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
79
 95057 SHS MFO DODGE & COX FDS $ 1,035,171 2024-07-16
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE ROBERT MCLEAN AND JENEPHER AND
EDWARD J KELLY JR FOUNDATION 		Employer identification number

35-6819324
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
80
 148957 SHS MFB NORTHN FDS ULTRA SHORT $ 1,532,771 2024-07-18
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
81
 87512 SHS MFO BAIRD FDS INC SHORT-TERM $ 832,243 2024-08-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
82
 49751 SHS MFO BAIRD FDS INC ULTRA SHORT $ 504,975 2024-08-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
83
 49801 SHS MFB NORTHN FDS ULTRA SHORT $ 512,948 2024-08-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
84
 53022 SHS MFO BAIRD FDS INC SHORT-TERM BD $ 504,772 2024-08-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
85
 19822 SHS MFO VANGUARD SHORT-TERM FED FD $ 202,180 2024-08-20
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE ROBERT MCLEAN AND JENEPHER AND
EDWARD J KELLY JR FOUNDATION 		Employer identification number

35-6819324
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
86
 1126790 SHS ALTAROCK PARTNERS SERIES $ 1,140,531 2024-07-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
87
 615114 SHS CLARKSTON CAPITAL PARTNERS SMALL/MID CAP $ 655,715 2024-07-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
88
 2964327 SHS SELECT EQUITY SERIES $ 3,044,229 2024-07-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
89
 1257746 SHS GQG PARTNERS EMERGING MARKETS SERIES $ 1,284,555 2024-07-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
90
 1800 SHS PENTAIR $ 178,902 2024-10-24
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE ROBERT MCLEAN AND JENEPHER AND
EDWARD J KELLY JR FOUNDATION 		Employer identification number

35-6819324
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THE ROBERT MCLEAN AND JENEPHER AND
 
EDWARD J KELLY JR FOUNDATION
EIN:
35-6819324
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 6,600 3,300   3,300

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE ROBERT MCLEAN AND JENEPHER AND
 
EDWARD J KELLY JR FOUNDATION
EIN:
35-6819324
Name of Bond End of Year Book Value End of Year Fair Market Value
10701 DODGE & COX GLOBAL BOND FUND 115,169 112,471
12857 FIDELITY ADVISOR ST BOND 107,266 108,511
55761 NORTHERN ULTRA ST FIXED 561,331 574,337
MFO FIDELITY SALEM 250,000 256,068
MFO FPA FDS TR 250,000 256,619
200000 FIXED INCOME AT NORTHERN TRUST #8335 200,000 201,163
51156 VANGUARD INTERMDIATE TERM TREAS. ADMIRAL 500,150 497,751
428225 BBH LIMITED DURATION FD 4,488,738 4,570,684
414833 BBH INCOME FUND 3,750,000 3,642,231
107 BBH CREDIT VALUE SUB-TRUST LP 1,000,000 992,195
61566 JPM STRAT INC OPP FD CL I 700,000 704,310
59850 JPM CORE PLUS BD FD 421,764 425,535
59155 JPM SHORT DURATION BD FD 626,834 639,467
38791 JPM INCOME FUND CL I 318,224 329,338
77536 JPM GLBL BD OPP FD 734,130 747,446
US FIXED INCOME HELD AT JP MORGAN A/C 9009 112,354 111,846
2092 VANGUARD TOTAL INTL BOND ETF 102,466 102,613
17818 SIX CIRCLES GLOBAL BOND 144,991 151,095
4270 SIX CIRCLES CREDIT OPPORT 37,512 37,916
FIXED INCOME HELD AT NORTHERN TRUST A/C 9713 2,423,619 2,438,535
FIXED INCOME INTERNATIONAL HELD AT NORTHERN TRUST A/C 9713 680,101 694,568
198758 MFB NORTHERN FDS ULTRA SHORT FIXED 2,000,000 2,047,208
199303 MFO BAIRD FDS ULTRA SHORT BD 2,000,000 2,012,956
10246 MFO FPA FUNDS TRUST NEW INCOME 100,000 100,102
14350 MFO HUSSMAN INVT TR STRATEGIC TOTAL RETURN 350,000 366,339
72260 MFO PIMCO FDS INFLATION RESPONSE 600,000 588,921
19822 MFO VANGUARD SHORT-TERM FEDERAL FUND ADMIRAL 200,000 201,189
11534 MFO VANGUARD TRUSTEES EQUITY FUND COMMODITY STRATEGY 300,000 293,310
95057 MFO DODGE & COX FDS GLOBAL 1,000,000 999,049
848936 MFO BAIRD FDS SHORT TERM BD 800,000 802,546
22463 MFO BAIRDS FDS INC CORE PLUS 225,000 224,851
21618 MFO DODGE & COX FDS GLOBAL 225,000 227,206
87512 MFO BAIRDS FDS INC SHORT-TERM BD 816,491 827,867

TY 2024 InvestmentsCorpStockSchedule
Name:
THE ROBERT MCLEAN AND JENEPHER AND
 
EDWARD J KELLY JR FOUNDATION
EIN:
35-6819324
Name of Stock End of Year Book Value End of Year Fair Market Value
800 NOVARTIS AG 47,796 77,848
990 JOHNSON & JOHNSON 116,202 143,174
25440 COCA COLA 1,370,660 1,583,894
3516 PEPSICO 428,805 534,643
10000 NOVARTIS AG CHFO 893,217 950,500
2000 SANDOZ 49,657 79,760
1540 BERKSHIRE HATHAWAY 442,531 698,051
827 CHEVRON CORP 83,155 119,783
6350 COLGATE-PALMOLIVE 506,857 577,279
2100 EMERSON ELECTRIC 216,709 260,253
2850 PROCTER & GAMBLE 348,894 477,802
2515 RTX CORP 171,206 291,036
1000 CARRIER GLOBAL 56,225 68,260
MSC INDL DIRECT 91,872 123,239
MFC VANGUARD WHITEHALL FDS 103,920 159,980
ROCHE HLDG LTD 90,388 104,640
1323247 ALTAROCK PARTNERS SERIES - BBH 620,314 1,323,247
513613 VALLEY FORGE LARGE CAP EQUITY 500,000 513,613
CONSUMER DISCRETIONARY HELD AT BBH A/C 3324 98,091 222,856
CONSUMER STAPLES HELD AT BBH A/C 3324 142,246 283,212
ENERGY HELD AT BBH A/C 3324 1,985 1,783
FINANCIALS HELD AT BBH A/C 3324 340,743 648,865
HEALTHCARE HELD AT BBH A/C 3324 298,682 344,270
INDUSTRIALS HELD AT BBH A/C 3324 172,424 225,125
INFORMATION TECHNOLOGY HELD AT BBH A/C 3324 768,426 1,176,872
MATERIALS HELD AT BBH A/C 3324 248,405 334,433
COMMUNICATIONS SERVICES HELD AT BBH A/C 3324 1,855 2,285
UTILTIES HELD AT BBH A/C 3324 1,340 1,369
US SMALL/MID CAP EQUITY HELD AT BBH A/C 3324 1,959,779 2,214,025
9482 BBH PTNS FUND INTERNATIONAL EQUITY 150,000 157,016
2496810 SELECT EQUITY SERIES BBH WS 1,770,052 2,496,810
487188 TRINITY STREET INTERNATIONAL PARTNERS 500,000 487,188
1285658 GQG PTNS EMERGING MARKETS EQUITY 1,075,000 1,285,658
104288 MARTELLO RE SERIES II 104,288 104,288
25841 SILVER POINT DISTRESSED OPPORTUNITY 20,924 25,841
739 JPM EMG MKT EQ FD 27,797 22,229
33274 JPM INTL EQTY FD 528,370 533,711
1389 FIDELITY 500 INDEX FUND 198,694 283,643
6364 SIX CIRCLES US UNCONSTR EQ 78,148 110,792
206 JP MORGAN BETABUILDERS CANADA 11,920 14,542
6965 SIX CIRCLES INTL UNCON 69,639 74,249
415 JP MORGAN BETABUILDERS JAPAN ETF 19,664 22,779
273 JP MORGAN BETABUILDERS DEV 13,082 13,309
7222 MAF COVERED CALL EQUITY INCOME FUND 980,605 1,052,830
500 FMC CORP 25,930 24,305
4252 MFO VANGUARD HORIZON FDS INTL 100,000 108,546
85 NORTHROP GRUMMAN 30,956 39,890
300 UNION PAC 35,730 68,412
1000 CARRIER GLOBAL 13,652 68,260
3800 PENTAIR PLC 92,407 382,432
1000 ACUITY BANDS 81,575 292,130
400 SANDOZ GROUP 6,587 16,200
1600 UNILEVER PLC 72,647 90,720

TY 2024 InvestmentsGovtObligationsSch
Name:
THE ROBERT MCLEAN AND JENEPHER AND
 
EDWARD J KELLY JR FOUNDATION
EIN:
35-6819324
US Government Securities - End of Year Book Value:

2,531,735
US Government Securities - End of Year Fair Market Value:

2,563,502
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 InvestmentsOtherSchedule2
Name:
THE ROBERT MCLEAN AND JENEPHER AND
 
EDWARD J KELLY JR FOUNDATION
EIN:
35-6819324
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
4500 ISHARES GOLD TRUST AT COST 115,697 222,795
41806 HUSSMAN STRATEGIC MARKET CYCLE AT COST 250,050 229,097
49188 LEUTHOLD CORE AT COST 1,000,050 1,055,091
7964 VANGUARD COMMODITY STRATEGY FD ADMIRAL AT COST 200,100 202,512
2000 DIREXION SHS ETF AT COST 58,076 56,640
2000 FIRST TR EXCHANGE-TRADED FD VII AT COST 46,120 47,860
300 SPDR GOLD TR AT COST 49,744 72,639
7222 JPM HEDGED EQ FD - USD AT COST 202,437 239,197
59303 JPM RES MKT NEUT FD AT COST 800,000 925,723
CG FCSF II DELAWARE LP AT COST 316,049 291,545
GLOBAL IMPACT FUND II AT COST 23,098 77,352
IIF PRIVATE INVESORS AT COST 500,000 521,646
50000 SPONSOR BACKED CREDIT FEEDER III AT COST 50,000 50,000
MFC SPDR GOLD TR AT COST 116,646 169,491

TY 2024 LegalFeesSchedule
Name:
THE ROBERT MCLEAN AND JENEPHER AND
 
EDWARD J KELLY JR FOUNDATION
EIN:
35-6819324
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 14,317 2,763   11,554


TY 2024 OtherDecreasesSchedule
Name:
THE ROBERT MCLEAN AND JENEPHER AND
 
EDWARD J KELLY JR FOUNDATION
EIN:
35-6819324
Description Amount
BBH WEALTH ADJUSTMENT OF INVESTMENT COSTS 318,718


TY 2024 OtherExpensesSchedule
Name:
THE ROBERT MCLEAN AND JENEPHER AND
 
EDWARD J KELLY JR FOUNDATION
EIN:
35-6819324
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 86,838 86,838   0
PUBLICATIONS & SUBSCRIPTIONS 2,535 428   2,107
INSURANCE 2,763 553   2,210
OFFICE SUPPLIES AND POSTAGE 370 73   297
TELEPHONE 811 162   649


TY 2024 TaxesSchedule
Name:
THE ROBERT MCLEAN AND JENEPHER AND
 
EDWARD J KELLY JR FOUNDATION
EIN:
35-6819324
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN ON DIVIDENDS 23,489 23,489   0
US EXCISE 10,836 0   0