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
BRIAN & JOELLE KELLY FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)225 HIGHWAY 35 102C
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RED BANK, NJ07701
A Employer identification number

26-6139249
B Telephone number (see instructions)

(732) 345-8300
C 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$58,656,697J 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) 998,844
2 Check right arrow.............
3 Interest on savings and temporary cash investments 489,384 489,384 489,384
4 Dividends and interest from securities... 1,284,675 1,284,675 1,284,675
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 401,783
b Gross sales price for all assets on line 6a 5,847,771
7 Capital gain net income (from Part IV, line 2)... 401,783
8 Net short-term capital gain......... 396,546
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
146    
12 Total. Add lines 1 through 11........ 3,174,832 2,175,842 2,170,605
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 107,714 53,857   53,857
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
9,646     9,646
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
119,504 59,752   59,752
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
102,633 66,250   36,383
17 Interest............... 39,622 39,622    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,865 3,593   3,272
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
22,555 19,278   3,277
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 408,539 242,352   166,187
25 Contributions, gifts, grants paid....... 3,348,865 3,348,865
26 Total expenses and disbursements. Add lines 24 and 25 3,757,404 242,352   3,515,052
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -582,572
b Net investment income (if negative, enter -0-) 1,933,490
c Adjusted net income (if negative, enter -0-)... 2,170,605
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.............      
2 Savings and temporary cash investments......... 1,442,093 2,645,211 2,645,211
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.......... 14,333 14,333 14,333
10a Investments—U.S. and state government obligations (attach schedule) 9,576,270 3,843,819 3,843,819
b Investments—corporate stock (attach schedule)....... 38,359,239 42,199,895 42,199,895
c Investments—corporate bonds (attach schedule).......      
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).......... 6,930,033 9,554,685 9,554,685
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
121 		Click to see attachment
List of Attached Documents:
// Content
398,754 		Click to see attachment
List of Attached Documents:
// Content
398,754
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 56,322,089 58,656,697 58,656,697
Liabilities 17 Accounts payable and accrued expenses.......... 115,954 121,602
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)   Click to see attachment
List of Attached Documents:
// Content
1,170
23 Total liabilities (add lines 17 through 22)......... 115,954 122,772
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........... 56,206,135 58,533,925
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 56,206,135 58,533,925
30 Total liabilities and net assets/fund balances (see instructions). 56,322,089 58,656,697
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
56,206,135
2
Enter amount from Part I, line 27a .....................
2
-582,572
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,936,861
4
Add lines 1, 2, and 3 ..........................
4
58,560,424
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
26,499
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
58,533,925
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 NT ST US Treasury Sales P 2024-01-01 2024-06-30
b NT LT US Treasury Sales P 2023-01-01 2024-06-30
c 1 EFF K-1 ST CAP GAINS P 2024-01-01 2024-06-30
d 1 EFF K-1 lT CAP GAIN P 2000-01-01 2024-06-30
e 1 BREIT P 2000-01-01 2024-06-30
1 GRUSS P 2000-01-01 2024-06-30
1 EFF K-1 CAP GAIN P 2024-01-01 2024-06-30
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,247,248   5,245,988 1,260
b 200,000   200,000  
c 395,286     395,286
d        
e 1,066     1,066
4,171     4,171
       
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,260
b        
c       395,286
d        
e       1,066
      4,171
       
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 2 401,783
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 3 396,546
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 26,876
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  
3 Add lines 1 and 2........................... 3 26,876
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 26,876
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 36,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 36,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......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 9,124
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow9,124 Refundedright arrow 11  
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
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 arrowN/A
14
The books are in care ofright arrowCHADWICK & COMPANY CPA PC Telephone no.right arrow (732) 345-8300

Located atright arrow225 HIGHWAY 35 SUITE 102CRED BANKNJ ZIP+4right arrow07701
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
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
BRIAN G KELLY Trustee
12.00 		0    
C/O CHADWICK CO 225 ROUTE 35
RED BANK,NJ07701
JOELLE S KELLY Trustee
2.00 		0    
C/O CHADWICK CO 225 ROUTE 35
RED BANK,NJ07701
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
A MOORE Advisor
15.00 		107,714    
C/O CHADWICK CO 225 ROUTE 35N 102
RED BANK,NJ07701
Total number of other employees paid over $50,000...................right arrow  
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
Chadwick and Company CPA PC Accounting & Admin 119,504
225 Route 35N Suite 102C
Red Bank,NJ07701
Total number of others receiving over $50,000 for professional services.............right arrow  
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 arrow  
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
58,303,958
b
Average of monthly cash balances.......................
1b
919,551
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
59,223,509
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
 
3
Subtract line 2 from line 1d.........................
3
59,223,509
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
888,353
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
58,335,156
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,916,758
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
2,916,758
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
26,876
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
26,876
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,889,882
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
2,889,882
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
2,889,882
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
3,515,052
b
Program-related investments—total from Part VIII-B..................
1b
 
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
3,515,052
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 2,889,882
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 73,286
b From 2020...... 555,005
c From 2021......  
d From 2022...... 128,581
e From 2023...... 410,905
f Total of lines 3a through e ........ 1,167,777
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 3,515,052
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 2,889,882
e Remaining amount distributed out of corpus 625,170
5 Excess distributions carryover applied to 2024.    
(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 1,792,947
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		73,286
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,719,661
10 Analysis of line 9:
a Excess from 2020.... 555,005
b Excess from 2021....  
c Excess from 2022.... 128,581
d Excess from 2023.... 410,905
e Excess from 2024.... 625,170
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
Franciscan Mission Associates


PO Box 598
Mount Vernon,NY10551 		None PC Promotes information about and interest in the missionaries and their people - particularly in the Franciscan Missions of Central America, but also in the inner cities of the United States and Canada as well as every continent in the world. Our mission is: excellence in the provision of healthcare ... their family members, nursing associates, hospital associates. 100
Marine Sgt Eddie Ryan


2149 State Route 9N
Lake George,NY12845 		None PC To help, aid and support wounded Marine Sgt. Eddie Ryan with the task of getting him back on his feet. 25,000
MARINE CORPS HERITAGE FOUNDATION


3800 FETTLER PARK DRIVE
DUMFRIES,VA22025 		None PC The Foundations mission is to preserve and propagate the history, traditions and culture of the Marine Corps as well as to educate all Americans 100
SPRING LAKE FIRE COMPANY NO1


1007 FIFTH AVENUE
SPRING LAKE,NJ07762 		None PC To serve and help protect the residents of Spring Lake and neighboring towns 150
CATO INSTITUTE


1000 MASSACHUSETTS AVE NW
WASHINGTON,DC20001 		None PC The Cato Institute is a public policy research organization a think tank dedicated to the principles of individual liberty, limited government, free markets and peace. Its scholars and analysts conduct independent, nonpartisan research on a wide range of policy issues. 1,100
STATE POLICY NETWORK


2020 NORTH 14TH ST STE 250
ARLINGTON,VA22201 		None PC SPN providing programs to better educate local citizens, policy makers and opinion leaders about market-oriented alternatives to state and local policy challenges. 100
CHURCH OF SAINT VINCENT FERRER


869 LEXINGTON AVE
NEW YORK,NY10065 		None PC Is a Roman Catholic Parish whose members participate in charitable efforts through serving shelters and food pantries. They are also involved in interfaith lobbying for affordable housing in Manhattan. 11,080
DOE FUND INC


232 E 84TH ST
NEW YORK,NY10028 		None PC Is to develop and implement cost-effective, holistic programs that meet the needs of a diverse population working to break the cycles of homelessness, addiction, and criminal recidivism. 5,000
WOUNDED WARRIOR PROJECT


4899 BELFORT RD STE 300
JACKSONVILLE,FL32256 		None PC To raise awareness and enlist the public's aid for the needs of injured service members.To help injured service members aid and assist each other. To provide unique, direct programs and services to meet the needs of injured service members. 500
PARALYZED VETERANS OF AMERICA


7 MILLBROOK ROAD
WILTON,NH03086 		None PC Our mission is to change lives and build brighter futures for the seriously injured veterans, people with disabilities, and their families so that they have eveything they need to live full and productive lives. 100
PARK AVENUE ARMORY


643 PARK AVENUE
NEW YORK,NY10065 		None PC Mission is to support the meticulous preservation and continuing care of the building and its innovative, immersive and ground-breaking arts and educational programming. 100
BARTON CENTER FOR DIABETES EDUCATIO


30 ENNIS RD PO BOX 356
N OXFORD,MA01537 		None PC A year-round camp, retreat, and conference center where education, recreation, and shared experiences combine to support and motivate both children with diabetes and their families. 1,000
INSTITUTE FOR JUSTICE


901 N GLEBE ROAD STE 900
ARLINGTON,VA22203 		None PC Through strategic litigation, training, communication, activism and research, the Institute for Justice advances a rule of law under which individuals can control their destinies as free and responsible members of society. 500
PHILANTHROPY ROUNDTABLE


1730 M STREET SUITE 6-1
WASHINGTON,DC20036 		NONE PC THE ROUNDTABLE IS THE LEADING VOICE IN PHILANTHROPY FOR OBJECTIVITY, INTEGRITY, OPEN-MINDEDNESS, AND STEWARDSHIP WITH A COMMITMENT TO MEASURABLE RESULTS. 100
RIVERSIDE PARK CONSERVANCY


475 RIVERSIDE DRIVE SUITE 455
NEW YORK,NY10115 		NONE PC OUR GOAL IS TO RESTORE, MAINTAIN AND IMPROVE RIVERSIDE PARK IN PARTNERSHIP WITH NYC FOR BENEFIT OF ALL NEW YORKERS. 100
SPECIAL OLYMPICS


PO BOX 768
SCHENECTADY,NY12301 		NONE PC SPECIAL OLYMPICS HAS BEEN OFFERING WOMEN, MEN, AND CHILDREN WITH INTELLECTUAL DISABILITIES YEAR-ROUND TRAINING AND COMPETITIONS IN OLYMPIC-STYLE SPORTS. 100
ST CATHARINE-ST MARGARET PARISH


215 ESSEX AVENUE
SPRING LAKE,NJ07762 		NONE PC TO ASSIST WITH THE PARISH EDUCATIONAL AND PASTORAL CARE PROGRAMS. 66,070
CHILDREN'S AID SOCIETY


117 WEST 121ST STREET FLOOR 3
NEW YORK,NY10027 		NONE PC THE CHILDREN'S AID SOCIETY HELPS CHILDREN IN POVERTY TO SUCCEED AND THRIVE BY PROVIDING COMPREHENSIVE SUPPORTS TO CHILDREN AND THEIR FAMILIES IN TARGETED HIGH-NEEDS NYC NEIGHBORHOODS. 100
PRIESTS FOR LIFE


PO BOX 1491
MERRIFILD,VA22116 		none PC to promote a culture of life and also to undertake direct actions that help protect the life of the weakest, especially the unborn. 100
ST AIDAN'S GAELIC FOOTBALL CLUB


Ballyoran Four Road
Mount Talbot,Ballyoran, Four RMount Talbot
EI 		none PC It is Ireland's largest sporting organisation and is celebrated as one of the great amateur sporting associations in the world today.The GAA is a volunteer led, community based organisation that promotes Gaelic games such as Hurling, Football, Handball and Rounders and works with sister organisations to promote Ladies Football and Camogie. It is part of the Irish consciousness and plays an influential role in Irish society that extends far beyond the basic aim of promoting Gaelic games. 9,138
ST JUDE CHILDREN RESEARCH HOSPITAL


501 ST JUDE PLACE
MEMPHIS,TN38105 		none PC To advance cures, and means of prevention, for pediatric catastrophic diseases through research and treatment. Consistent with the vision of its founder Danny Thomas, no child is denied treatment based on race, religion or a family's ability to pay. 2,600
NOTRE DAME UNIVERSITY


1100 GRACE HALL
NOTRE DAME,IN46556 		none PC In support of Alliance for Catholic Education and the President's Circle. To provide everyone the opportunity to seek God, to study the world and to serve one another. Provide and enable university to offer unsurpassed undergraduate education & be a preeminent research university. 433,334
AMERICAN RED CROSS


2025 E STREET NW
WASHINGTON,DC20006 		none PC The American Red Cross exists to provide compassionate care to those in need. Our network of generous donors, volunteers and employees share a mission of preventing and relieving suffering, here at home and around the world 100
CATHOLIC BISHOP OF NORTHERN ALASKA


1312 PEGER ROAD
FAIRBANKS,AK99709 		none PC As a missionary diocese, we rely on the kindness of our benefactors from around the world for the support of our parishes and programs 100
LEAD THE WAY FUND INC


PO BOX 281
MANHASSET,NY11030 		none PC Army Ranger Lead The Way Fund is a non-profit organization established to raise funds in support of disabled U.S. Army Rangers and the families of Rangers who have died, have been injured or are currently serving in harms way around the world 100
MARYKNOLL FATHERS AND BROTHERS


PO BOX 302
MARYKNOLL,NY10545 		none PC The Maryknoll Fathers and Brothers look to Jesus feeding the hungry, healing the sick and reaching out to outcasts as their model of compassion. It does not matter what culture, what language or what tradition 100
MERCY CORPS


PO BOX 2669 DEPT W
PORTLAND,OR97208 		none PC When disaster strikes, economies collapse or conflict erupts, we are there to help people survive and get back on their feet 100
SISTERS OF ST FRANCIS ASSISI


3221 SOUTH LAKE DRIVE
ST FRANCIS,WI53235 		none PC Franciscans with a future, bringing the healing, teaching, liberating, reconciling power of Jesus into the situations in which we live and minister. We are Women of faith touching a world in need. 100
PATRIOT POST


PO BOX 507
CHATTANOOGA,TN37401 		none PC The Patriot Post is the highly acclaimed Journal of Essential Liberty, advocating individual rights and responsibilities, the restoration of constitutional limits on government and the judiciary, and the promotion of free enterprise, national defense and traditional American values 1,000
ABANDONED CHILDREN'S FUND


PO Box 5031
Hagerstown,MD21741 		NONE PC Abandoned Children's Fund's mission is to aid the world's abandoned children. 100
CATHOLIC EXTENSIONS


PO Box 5929
CHICAGO,IL60680 		NONE PC Provides funding to strengthen and support poor mission dioceses in the United States so they can become self-sustaining. 100
COMPANIONS OF ST ANTHONY


PO BOX 9551
WILTON,NH03086 		NONE PC We are the friars and their friends, who share a common bond inspired by the life and values together we give glory to God through living the values which were so dear to St. Anthony 100
DIATRIBE FOUNDATION


804 HAIGHT STREET
SAN FRANCISCO,CA94117 		NONE PC Founded with the mission to improve the lives of people with diabetes, prediabetes and obesity, and to advocate for action 100
DOMINICAN FOUNDATION


141 E 65th Street
NEW YORK,NY10065 		NONE PC the Friars work for the salvation of souls and the glory of God in parishes, hospitals, college campuses, and a variety of new evangelization apostolates. 100
FOOD FOR THE POOR


6401 Lyons Road
Coconut Creek,FL33073 		NONE PC Our mission is to link the church of the First World with the church of the Third World in a manner that helps both the materially poor and the poor in spirit. 100
Operation Smile


PO Box 5017
Hagerstown,MD21741 		NONE PC At Operation Smile we believe every child deserves exceptional surgical care. We believe all children deserve to be treated as if they were our own. 100
Our Daily Bread


RBC Ministries PO Box 2222
Grand Rapids,MI49501 		NONE PC Our mission is to make the life-changing wisdom of the Bible understandable and accessible to all. 700
Cardinal's Annual Appeal


PO Box 4020
New York,NY10261 		NONE PC The Cardinals Appeal supports offices and programs that nurture and encourage our journey in faith, including Hispanic Ministry, Black Ministry, Youth Ministry, and Liturgy 500
Vietnam Veterans Memorial Fund


PO Box 96764
Washington,DC20090 		NONE PC To honor and preserve the legacy of service and educate all generations about the impact of the Vietnam War. 100
HERITAGE FOUNDATION


214 MASSACHUSETTS AVE NE
WASHINGTON,DC20002 		NONE PC Working to make your voice heard in Washington, DC. Stay up-to-date on local and current events. 25,000
MEMORIAL SLOAN-KETTERING CANCER CEN


1275 YORK AVENUE
NEW YORK,NY10065 		NONE PC To provide resources crucial to every front in the fight against cancer, from groundbreaking research to first-rate education to the design of innovative and effective new therapies. 200,000
FORDHAM UNIVERSITY


441 East Fordham Road
Bronx,NY10458 		NONE PC Fordham University, the Jesuit University of New York, is committed to the discovery of Wisdom and the transmission of Learning, through research and through undergraduate, graduate and professional education of the highest quality. Guided by its Catholic and Jesuit traditions, Fordham fosters the intellectual, moral and religious development of its students and prepares them for leadership in a global society 200,000
BOSTON COLLEGE


140 COMMONWEALTH AVENUE
CHESTNUT HILL,MA02467 		NONE PC Gifts to the Discretionary Fund of the Biology Department impact facultys research within the areas of molecular cell biology and genetics, cancer and cell cycle, neurobiology, developmental biology, structural and cellular biochemistry, vector biology, infectious disease, and bioinformatics. In addition, donations will help to grow student research, research that plays a critical role in both graduate and undergraduate education, by providing opportunities to a vast majority of Biology majors who might otherwise not have the opportunity to work in a laboratory setting or gain further enrichment by traveling to conferences to present their research findings. 166,667
Columbia Business School


3022 BROADWAY
NEW YORK,NY10027 		NONE PC Columbia Business school are committed to educating and developing leaders and builders of enterprises who create value for their stakeholders and society at large. 500
DOMINICAN FRIARS FORMATION APPEAL


141 East 65th Street
NEW YORK,NY10065 		NONE PC The Dominican Friars support the Catholic Church and uphold its doctrines with clear preaching and careful study. Your support helps us uphold the Truth of Jesus Christ against a culture of relativism as pastors, professors, campus chaplains, hospital chaplains, itinerant preachers, and new media evangelists. 500
ETERNAL WORLD TELEVISION NETWORK


5817 OLD LEEDS ROAD
IRONDALE,AL35210 		NONE PC You are an integral part of EWTN's mission to evangelize the world! Your donation helps us bring the Catholic programming you love and others need! Please help us continue to share the Splendor of Truth around the globe. 100
INSULIN FOR LIFE USA


5745 SW 75th Street 116
GAINSVILLE,FL32608 		NONE PC IFL USA provides insulin and disease management supplies free of charge to those with diabetes who otherwise would go without these lifesaving provisions. We collect in date, unopened, supplies from individuals or organizations and, following careful inspection, deliver them to disadvantaged regions to be utilized by those in need 100
JEWISH VOICE


PO Box 31998
PHOENIX,AZ85046 		NONE PC It is the mission of Jewish Voice Ministries to: Proclaim the Gospel, Grow the Messianic Jewish community & Engage the Church concerning Israel and the Jewish people 100
MEDIA RESEARCH CENTER


1900 CAMPUS COMMONS DRIVE SUITE 600
RESTON,VA20191 		NONE PC Our Mission: "To Create a Media Culture in America Where Truth and Liberty Flourish" 100
Mundelein Seminary


1000 EAST MAPLE AVENUE
MUNDELIAN,IL60060 		NONE PC The University of Saint Mary of the Lake/Mundelein Seminary prepares candidates for the diocesan priesthood and provides initial, post-graduate or ongoing formation for priests and those who collaborate with them in ministry. 100
OBLATE MISSIONS


323 Oblate Drive PO Box 659432
SAN ANTONIO,TX78265 		NONE PC Proximity to the Missionary Oblates. They have committed their lives to assist the most desperate people. Each of us can commit by different ways for helping others. 100
SACRED HEART SOUTHERN MISSION


6050 HIGHWAY 161 N
WALLS,MS38686 		NONE PC Our Mission is to be a witness to the all-inclusive love of God revealed in the Sacred Heart of Jesus to be a voice of compassion for people in need to be steadfast in our work for social justice 100
Passionists of Holy Cross Province


660 Busse Highway
PARK RIDGE,IL60068 		NONE PC The Passionists, a family of priests, brothers and laity, reach out with compassion to the crucified of today. We keep alive the memory of Christs passion through our commitment to community, prayer, ministries of the Word, and service to those who suffer. 100
PATRIOT FUND


PO Box 1818
MOUNT LAUREL,NJ08054 		NONE PC The Patriot Fund has been working hard to benefit reputable charities specifically focused on helping military veterans, wounded or killed in action, and their families. Our work is dedicated to funding and delivering charitable services, and we strive to inspire and improve the lives of those who need assistance. 100
Church of St Ignatius Loyola


980 Park Avenue
New York,NY10028 		NONE PC Operating within the framework of Ignatian spirituality and the Jesuit tradition, seek and shared ministry as a true community of disciples, gathered in prayer and worship, sharing the Universal Churchs mission of evangelization and service. To conduct and address social and health activities/issues in the community. 1,800
PRAGER UNIVERSITY FOUNDATION


10045 Red Run Boulevard Suite 250
Owings Mills,MD21117 		NONE PC We help millions of people understand the fundamental values that shaped America, and provide them with the intellectual ammunition they need to defend and spread those values. 100,000
Rutherford Irish American Associati


PO Box 233
Rutherford,NJ07070 		NONE PC The Rutherford Irish American Association is a 501(c)3 nonprofit organization that was formed with the sole mission to promote and celebrate the cultural ties between Ireland and the United States. 750
Regis High School


55 E 84th St
NEW YORK,NY10028 		NONE PC Regis High School offers a tuition free Jesuit college preparatory education to Roman Catholic young men from the New York metropolitan area who demonstrate superior 25,000
Achilles International


42 West 38th Street 4th Floor
NEW YORK,NY10018 		NONE PC Achilles provides athletes with disabilities with a community of support. Able-bodied volunteers and disabled runners come together to train in an environment of support and community. Within this community, runners gain measurable physical strength and build confidence through their sense of accomplishment, which often transfers to other parts of their life. 100
Friends OF Ir David


575 LEXINGTON AVENUE 4TH FLOOR
NEW YORK,NY10022 		NONE PC The Ir David Foundation is committed to continuing King Davids legacy as well as revealing and connecting people to Ancient Jerusalems glorious past through four key initiatives: archaeological excavation, tourism development, educational programming and residential revitalization. 20,000
Sister Celeste Derr Foundation


400 Burrows Rd
kalamazoo,MI49006 		NONE PC The Sister Celeste Derr Foundation provides an alternative school and a scholarship program to poor young people in San Andres Sajcabaja in the Department of Quiche in Guatemala.To help the construction cost of the casa social center for Parroquia "Santo Cristo de Esquipulas" 12,036
Tunnel 2 Towers Foundation


2361 Hylan Blvd
Staten Island,NY10306 		NONE PC The Stephen Siller Tunnel to Towers Foundation honors the sacrifice of firefighter Stephen Siller who laid down his life to save others on September 11, 2001.We also honor our military and first responders who continue to make the supreme sacrifice of life and limb for our country. 100
NEW YORK PRESBYTERIAN


525 E 68TH ST BOX 123
NEW YORK,NY10065 		NONE PC Support this leader in patient care, teaching, research and service to local, state, national and international communities, regardless of financial ability. 833,334
VANTAGE HEALTH SYSTEMS


95 West Palisade Avenue
ENGLEWOOD,NJ07631 		NONE PC Vantage Health System's Missionis to provide those we serve opportunities for wellness through integrated mental and physical healthcare, support services and affordable housing. 7,500
AMERICAN FUTURE FOUNDATION


633 Connecticut Ave NW Suite 300
WASHINGTON,DC20009 		NONE PC Americas Future empowers young people to be active, civil, and curious citizens who build freer communities that lead to fulfillment, dignity, and happiness for all. We are working toward a time in America where young people collaborate to drive change in their communities change that equips the individual to build a free and happy life. Americas Future offers rising generations opportunities for networking, mentoring, leadership and community engagement through our national network and extensive array of programming. 100
FIDELITY CHARITABLE


PO Box 770001
Cincinnati,OH45277 		NONE PC Fidelity Charitable is a 501(c)(3) public charity. We help donors maximize their generosity through our donor-advised fund, called the Giving Account. Established in 1991, we are the nations top grantmaker, distributing $7.3 billion to charities in 2019.The Giving Account streamlines the process of strategic giving for a broad range of donors, allowing them to contribute many types of assets and plan their giving more systematically. 440,000
FIRST RESPONDERS CHILDRENS FOUNDATI


38 East 32nd St Suite602
NEW YORK,NY10016 		NONE PC First Responders Childrens Foundation provides financial support to both children who have lost a parent in the line of duty as well as families enduring significant financial hardships due to tragic circumstances. First Responders Childrens Foundation also supports, promotes, and facilitates educational activities and programs created and operated by law enforcement and firefighting organizations whose purpose is to benefit children or the community at large. 100
NETWORK OF ENLIGTENED WOMEN


1360 E Capital St NE
Washington,DC20003 		NONE PC The Network of Enlightened Women educates, equips, and empowers women to be principled leaders for a free society. 500
SACRED HEART PARISH


76 BROAD STREET
BLOOMFIELD,NJ07003 		NONE PC To provide holiday food baskets for the holiday for families in need due to the economic impact. 7,500
Ireland Funds America


10 Post Office Square Suite 1205
BOSTON,MA02109 		NONE PC Our mission is to harness the power of a global philanthropic network of friends of Ireland to promote and support peace, culture, education, and community development across the island of Ireland and among Irish communities around the world. 8,000
National Down Syndrome Society


8 E 41st Street 8th Floor
NEW YORK,NY10017 		NONE PC The National Down Syndrome Society is the leading human rights organization for all individuals with Down syndrome. The National Down Syndrome Society envisions a world in which all people with Down syndrome have the opportunity to enhance their quality of life, realize their life aspirations and become valued members of welcoming communities. 100
CAMP FATIMA OF NEW JERSEY


PO BOX 654
HARRISON,NJ07029 		NONE PC To help provide free summer camp programs for children and adults with special needs. 10,000
RONALD REAGAN PRESIDENTIAL FOUNDATI


40 PRESIDENTIAL DRIVE
SIMI VALLEY,CA93065 		NONE PC To help complete President Reagans unfinished work and to preserve the timeless principles he championed: individual liberty, economic opportunity, global democracy and national pride. Specifically, the mission of the new Reagan Institute operating as an entity of the Foundation from both the Reagan Library in California as well as in Washington, D.C. 166,667
BOWERY MISSION


355 LEXINGTON AVENUE FLOOR 19
NEW YORK,NY10017 		NONE PC To minister in the New York metro area to men, women, and children caught in the cycles of poverty, hopelessness and dependencies of many kinds, and to see their lives transformed to hope, joy, lasting productivity and eternal life through the power of Jesus Christ. 30,000
WATER PROJECT


PO BOX 3353
CONCORD,NH03302 		NONE PC To help communities gain access to clean, safe water by providing training, expertise and financial support for water project construction through our staff and implementing partners. 60,000
VANTAGE VHS DEVELOPMENT FUND


PO BOX 120
DUMONT,NJ07628 		NONE PC GOLF OUTING 6,000
WATER WELLS FOR AFRICA


PO BOX 635
MANHATTAN BEACH,CA90267 		NONE PC To promte rural African community development by providing sustainable water sources and reducing health risks associated with contaminated water. 119,050
WOMEN FOR WOMEN INTERNATIONAL


2000 M STREET NW SUITE 200
WASHINGTON,DC20036 		NONE PC To support the most marginalized women to earn and save money, improve health and well-being, influence decisions in their home and community, and connect to networks for support. By utilizing skills, knowledge, and resources, she is able to create sustainable change for herself, her family, and community. 100
SISTERS OF MERCY


412 Benedict Ave Apt GR4
Tarrytown,NY10591 		NONE PC Inspired by the life of Jesus the Sisters of Mercy envision a just world for people who are poor, sick and uneducated. 10,000
BEST BUDDIES INTERNATIONAL


100 SOUTHEAST 2ND ST SUITE 2200
MIAMI,FL33131 		NONE PC Best Buddies International is a nonprofit 501(c)(3) organization dedicated to establishing a global volunteer movement that creates opportunities for one-to-one friendships, integrated employment, leadership development, and inclusive living for individuals with intellectual and developmental disabilities (IDD). 100
HIGHLAND BUSINESS PARTNERSHIP


140 BAY AVE
HIGHLANDS,NJ07732 		NONE PC To Support Irish Heritage. 1,500
ST JEAN BAPTISTE HIGH SCHOOL


173 EAST 75TH STREET
NEW YORK,NY10021 		NONE PC Jean Baptiste High School develops women of faith, service, and leadership and empowers the whole community to participate actively in the transformation of society for a more just world. 10,000
WORLD WILDLIFE FOUNDATION


1250 24TH STREET NW
WASHINGTON,DC20037 		NONE PC Our vision is to build a future in which people live in harmony with nature. To deliver this mission, we work to conserve and restore biodiversity, the web that supports all life on Earth; to reduce humanitys environmental footprint; and to ensure the sustainable use of natural resources to support current and future generations. 100
BROOKLYN JESUIT PREP


925 E 37th St
Brooklyn,NY11210 		NONE PC To Develop young leaders who are intellectually competent, open to growth, loving religious and committed to doing justice. 20,000
Friendly Sons of Shillelagh


815 16th Ave
Belmar,NJ07719 		NONE PC Promoting and enhancing good fellowship, irish heritage and fraternity of its members. 500
New Prairie Booster Club


5333 N Couger Rd
New Carlisle,IN46552 		NONE PC to support and promote co-curricular activity groups at Prairie High School by unifying students, parents, coaches, faculty, staff, and community to enhance shared school spirit and provide moral, as well as financial support. 1,000
Felican Sisters of North America


260 S Main St
Lodi,NJ07644 		NONE PC We serve those in need, support refugees, provide education, fight injustice, care for the sick, 5,000
Siena House


85 W 168th St
Bronx,NY10452 		NONE PC Siena House is a temporary residence for families who are searching for suitable and affordable housing and is funded primarily through a contract with the Department of Homeless Services of NYC.Open to all, regardless of race or creed, we seek to assist homeless women and their children to move from a situation of homelessness and poverty to independence and self-worth.We support all efforts that empower women to a fuller participation in society and enhance their human dignity. 25,000
Passionists


86-45 Edgerton Blvd
Jamaica,NY11432 		NONE PC Faithful to the charism of St. Paul of the Cross, the Mission of the Passionists is to keep alive in the world the love of Jesus Crucified as seen in His Sacred Passion.This mission is rooted in prayerful community life and is expressed in collaborative ministry to the people of God in all walks of life especially to the poor and suffering.We seek the unity of our lives and our Apostolate in the Passion of Jesus. 100
American Legion Post 143


85 S Bay Ave
Highlands,NJ07732 		NONE PC mission is to implement the goals, aspirations, dreams, peace and blessings for our country, friends and families 500
American Legion Post 515


603 St Louis Avenue
Point Pleasant Beach,NJ08742 		NONE PC Dedicated to assisting veterans, their families, and enhancing the well-being of the community at large. 500
American Legion Post 54


62 W Main St
Freehold,NJ07728 		NONE PC Committed to mentoring youth, sponsoring wholesome programs in our communities, advocating patriotism and honor, promoting strong national security, and serving the needs of all veterans and their families. 2,500
AMVETS Post 2


1290 Toms River Rd
Jackson Township,NJ08527 		NONE PC AMVETS exists to enhance the quality of life for all veterans, their families, and survivors. 2,500
Ancient Order of Hibernians


PO Box 852
New Monmouth,NJ07748 		NONE PC While practicing Friendship, Unity, and Christian Charity, they work to strengthen Roman Catholic faith, country, and communities, and to perpetuate the religion, history, culture, and traditions of Irish heritage. 3,500
Anderson Center For Autism


4885 US-9
Staatsburg,NY12580 		NONE PC Optimizing the quality of life for individuals with autism. 500
Belmar Arts Center


608 River Rd
Belmar,NJ07719 		NONE PC To bring people together to discover, create, learn & celebrate the arts 500
Big Brothers Big Sisters


40 Rector St
New York NY,NY10006 		NONE PC Create and support one-to-one mentoring relationships that ignite the power and promise of youth 100
Brain Injury Alliance New Jersey


825 Georges Rd
North Brunswick,NJ08902 		NONE PC Improve the quality of life for anyone impacted by brain injury by providing support, advocacy, and information, while promoting brain injury prevention 500
Carrier Clinic


343 Thornall Street 7th Floor
Edison,NJ08837 		NONE PC To inspire hope and recovery through expert treatment, education, compassionate care, and outstanding service 100,000
Catholic Charities of Archdioc of N


590 N 7th St
Newark,NJ07107 		NONE PC In response to the Gospel of Jesus Christ, Catholic Charities, as a ministry of the Archdiocese of Newark, serves the poor and marginalized and advocates for social justice. 500
Cedar Creek High School


1701 New York Ave
Egg Harbor City,NJ07107 		NONE PC Prepare students to be successful 500
Feed the Children


1628 16th St NW
Washington,DC20009 		NONE PC Create a world where to child goes to bed hungry 100
Foundation for Morristown Medical C


310 South St 4th Floor
Morristown,NJ07960 		NONE PC To inspire community philanthropy to advance exceptional health care for patients. 500
Friendly Son's of St Patrick


PO Box 254
Spring Lake,NJ07762 		NONE PC Seeks to create and support programs that promote, maintain, and preserve Irish heritage and culture 2,500
Gillen Brewer School


410 E 92nd St
New york,NY10128 		NONE PC Commitment to fostering strong family partnerships, meeting the needs of children with complex learning challenges, and providing students with a well-rounded, authentic school experience. 500
GiveSendGo


8 The Green STE A
Dover,DE19901 		NONE PC Mission is to provide transparent and rapid financial relief to communities in need through care & relief campaigns. 1,500
Glen Cove Parade Committee Inc


24 Maple Avenue
Glen Cove,NY11542 		NONE PC A 501(c)(3) charitable corporation formed to organize the Glen Cove St. Patrick's Day Parade, celebrating Irish culture and heritage 500
Habitat For Humanity


45 South St
Freehold,NJ07728 		NONE PC Seeking to put Gods love into action, Habitat for Humanity brings people together to build homes, communities, and hope 500
Hackensack Meridian Health Foundati


343 Thornall St 7th Floor
Edison,NJ08837 		NONE PC Raises funds to support programs and services across the Hackensack Meridian Health network, enabling the provision of state-of-the-art facilities, advanced medical treatments, groundbreaking research, and the training of future physicians. 20,000
Irish American Cultural Institute


PO Box 1716
Morristown,NJ07962 		NONE PC Provides leadership and resources to preserve, interpret, and promote Irish and Irish American cultures. 500
Juvenile Diabetes Cure Alliance


225 Route 35 Suite 102C
Red Bank,NJ07701 		NONE PC To see a practical cure for type 1 diabetes become widely available in the next 15 years 27,570
Knights of Columbus St Denis Counci


90 Union Avenue
Manasquan,NJ08736 		NONE PC Empowering catholic men to live their faith at home, in their parish, at work and in their community 500
Manasquan Elks Lodge 2534


17 Stockton Lake Blvd
Manasquan,NJ08736 		NONE PC Invests in their communities through programs that help children grow up healthy and drug-free, meet the needs of todays veterans, and improve the quality of life 500
Mary's Place by the Sea


22 Main Ave
Ocean Grove,NJ07756 		NONE PC Provides a place where women with cancer can be surrounded by love and understanding 520
Massachusetts General Hospital


55 Fruit St
Boston,MA02114 		NONE PC Aim to deliver the very best health care in a safe, compassionate environment; to advance that care through innovative research and education; and to improve the health and well-being of the diverse communities we serve 5,000
Monmouth Beach Cultural Center


128 Ocean Avenue N
Monmouth Beach,NJ07750 		NONE PC Dedicated to preserving the history and culture of Monmouth Beach, offering workshops, exhibits, and community events. 500
Monmouth Civic Chorus


PO Box 16
Red Bank,NJ07701 		NONE PC An award-winning community chorus based in Monmouth County, NJ, offering a diverse repertoire of choral music to the community in an environment that promotes artistic excellence. 500
NYAC Athletes Fund


180 Central Park South
New York,NY10019 		NONE PC Provides funding for the clubs Olympic athletes and organizations providing athletic opportunities for boys and girls in the inner city 1,000
Point Pleasent Elks Lodge 1698


820 Arnold Avenue
Point Pleasant Beach,NJ08742 		NONE PC Promote the principals of charity, justice, brotherly love, and fidelity. 500
Red Bank Elks Lodge 233


40 West Front Street
Red Bank,NJ07701 		NONE PC Invests in their communities through programs that help children grow up healthy and drug free, meet the needs of todays veterans, and improve the quality of life 500
Saint Peters University


2641 John F Kennedy Blvd
Jersey City,NJ07306 		NONE PC Inspired by its Jesuit, catholic identity, commitment to individual attention and grounding in the liberal arts, educates a diverse community of learners in undergraduate, graduate and professional programs to excel intellectually, lead ethically, serve compassionately and promote justice in our ever-changing urban and global environment. 33,334
Spring Lake Community House Theatre


300 Madison Avenue
Spring Lake,NJ07762 		NONE PC Provides cultural enrichment to the community through theatrical productions, educational programs, and the preservation of the historic Spring Lake Community House. 500
Springs of Change


7751 NE 120th Ave
Bronson,FL32621 		NONE PC A nonprofit organization dedicated to empowering individuals and communities through education, wellness programs, and sustainable practices. 1,500
Sunrise Day Camp


300 Revere Dr
Northbrook,IL60062 		NONE PC Bring the simple pleasures of childhood back to children struggling with cancer, changing months of loneliness and isolation into summers filled with sunshine, laughter and happiness. 250
Arc New York


29 British American Blvd 1st Floor
Latham,NY12110 		NONE PC To provide people with intellectual, developmental, and other disabilities the ordinary and extraordinary opportunities in life 500
United Cajun Navy


2053 West Magna Carta Pl
Baton Rouge,LA70815 		NONE PC Strengthen communities during times of need by organizing search and rescue teams, delivering supplies, and aiding in recovery efforts 2,000
VFW Post 1838 - Manasquan


30 Ridge Avenue
Manasquan,NJ08736 		NONE PC A local post of the Veterans of Foreign Wars, dedicated to supporting veterans, active-duty military, and their families through advocacy and community service. 500
VFW Post 4715 - Point Pleasant Beac


603 St Louis Avenue
Point Pleasant Beach,NJ08742 		NONE PC Engages in community service, supports veterans and their families, and promotes patriotism through various programs and events. 500
VFW Post 6902


331 Bay Avenue
Highlands,NJ07732 		NONE PC Committed to serving veterans and the community by providing support, resources, and advocacy for those who have served in the military. 500
Wall Youth Center and Community Ser


1824 S M St
Wall Township,NJ07719 		NONE PC Provides programs and services that promote the well-being and development of youth and families in the Wall Township community. 500
West Orange St Patrick's Day Parade


PO Box 344
West Orange,NJ07052 		NONE PC Organizes an annual parade celebrating Irish heritage and culture, fostering community spirit and cultural appreciation 500
Women's Club of Manasquan


62 Main St
Manasquan,NJ08736 		NONE PC A civic organization dedicated to community improvement through volunteer service, promoting education, and fostering fellowship among women 500
Xavier High School


30 W 16th St
New York,NY10011 		NONE PC A Jesuit, Catholic college preparatory school for young men, committed to academic excellence, spiritual growth, and service to others. 500
YMCA Union County


PO Box 462
Kenilworth,NJ07033 		NONE PC Strengthens the community by focusing on youth development, healthy living, and social responsibility through various programs and services. 200
St Kizito Lwetunga Development Prog


25187 Chase Drive
Cleveland,OH44070 		NONE PC Provides educational opportunities with scholarship funds for primary, secondary, and vocational education, including tuition, room, and board. 55,615
Total .................................right arrow 3a 3,348,865
bApproved for future payment
Total ................................. right arrow 3b  
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 ........... 		    14 489,384  
4 Dividends and interest from securities ....     14 1,284,675  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 146  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 401,783  
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) ..   2,175,988  
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,175,988
(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: 24020490
Software Version: 2024v5.2


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
BRIAN & JOELLE KELLY FAMILY FOUNDATION
 
Employer identification number

26-6139249
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
BRIAN & JOELLE KELLY FAMILY FOUNDATION
  		Employer identification number
26-6139249
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
BRIAN JOELLE KELLY
C/O CHADWICKCO 225 ROUTE 35N
 
RED BANK, NJ07701

$ 998,844


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
BRIAN & JOELLE KELLY FAMILY FOUNDATION
  		Employer identification number

26-6139249
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1,725 Shares MFC SPDR S&P500 EFT (SPY) $ 998,844 2024-10-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
BRIAN & JOELLE KELLY FAMILY FOUNDATION
  		Employer identification number

26-6139249
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
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: 24020490
Software Version: 2024v5.2

TY 2024 AccountingFeesSchedule
Name:
BRIAN & JOELLE KELLY FAMILY FOUNDATION
EIN:
26-6139249
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
  119,504 59,752 0 59,752

TY 2024 LegalFeesSchedule
Name:
BRIAN & JOELLE KELLY FAMILY FOUNDATION
EIN:
26-6139249
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
  9,646 0 0 9,646


TY 2024 OtherAssetsSchedule
Name:
BRIAN & JOELLE KELLY FAMILY FOUNDATION
EIN:
26-6139249
Software ID:
24020490
Software Version:
2024v5.2
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
MISC RECEIVABLE   398,753 398,753
Rounding 1 1  
ROUNDING     1


TY 2024 OtherDecreasesSchedule
Name:
BRIAN & JOELLE KELLY FAMILY FOUNDATION
EIN:
26-6139249
Software ID:
24020490
Software Version:
2024v5.2
Description Amount
FEDERAL TAX ESTIMATES 26,499


TY 2024 OtherExpensesSchedule
Name:
BRIAN & JOELLE KELLY FAMILY FOUNDATION
EIN:
26-6139249
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CUSTODIAL FEES NT 15,999 15,999    
INSURANCE 1,081 541   540
MEALS 1,290 645   645
OFFICE SUPPLIES 4,185 2,093   2,092


TY 2024 OtherIncomeSchedule2
Name:
BRIAN & JOELLE KELLY FAMILY FOUNDATION
EIN:
26-6139249
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Other Investment Income 146    


TY 2024 OtherLiabilitiesSchedule
Name:
BRIAN & JOELLE KELLY FAMILY FOUNDATION
EIN:
26-6139249
Software ID:
24020490
Software Version:
2024v5.2
Description Beginning of Year - Book Value End of Year - Book Value
LOAN   1,170


TY 2024 OtherProfessionalFeesSchedule
Name:
BRIAN & JOELLE KELLY FAMILY FOUNDATION
EIN:
26-6139249
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CAMBRIDGE-O/S CONTRACTOR 43,000 43,000 0 0
CHADWICK EXECUTIVE 46,500 23,250 0 23,250
CONSULTING FEES 13,133 0 0 13,133


TY 2024 TaxesSchedule
Name:
BRIAN & JOELLE KELLY FAMILY FOUNDATION
EIN:
26-6139249
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX EXPENSE 321 321    
PAYROLL TAXES 4,794 2,397   2,397
STATE TAX 1,750 875   875