2025-04-01T14:51:46-04:00 2024-12-31 271238921 KMETZ ELWELL GRAHAM & ASSOC PLLC 2800 OCEAN DRIVE VERO BEACH FL 329632064 990PF 2024-01-01 202025122 KELLY FAMILY FOUNDATION KELL 7725399770 4845 RIVER VILLAGE DR VERO BEACH FL 32967 DAVID M KELLY PRESIDENT 2025-03-31 true true JAMES F MCGUIGAN JR CPA P01395628 7722316902 2025-03-31 2024 2025-03-06 01:10:19Z X 9221733 X 305000 163744 163744 36025 422152 36025 504769 199769 60000 60000 1640 1640 2573 665 19246 19246 83459 665 80886 279889 279889 363348 665 360775 141421 199104 249593 504681 504681 4054108 3944990 8717052 3105 1640 4306806 4451311 9221733 222 222 X 4306806 4451089 4306806 4451089 4306806 4451311 4306806 141421 2862 4451089 4451089 FIDELITY INVESTMENTS P 419037 386127 32910 32910 CALL EFA 77 P 293 293 293 36025 293 2768 2768 2768 2870 2870 102 102 false false false false false false false true true FL PA true false false false false true NONE DAVID M KELLY 7725399770 4845 RIVER VILLAGE DRIVE VERO BEACH FL 32967 false false false false false false false true 2022 true false false false false false false false false false false false false DAVID M KELLY 4845 RIVER VILLAGE DRIVE VERO BEACH FL 32967 PRESIDENT 1.00 60000 0 0 ROBERT M KELLY 4845 RIVER VILLAGE DRIVE VERO BEACH FL 32967 OFFICER 000.00 0 0 0 DAVID M KELLY JR 4845 RIVER VILLAGE DRIVE VERO BEACH FL 32967 OFFICER 000.00 0 0 0 SUSAN B KELLY 4845 RIVER VILLAGE DRIVE VERO BEACH FL 32967 DIRECTOR 000.00 0 0 0 MICHELLE B KELLY 4845 RIVER VILLAGE DRIVE VERO BEACH FL 32967 DIRECTOR 000.00 0 0 0 MICHELLE KELLY 4845 RIVER VILLAGE DRIVE VERO BEACH FL 32967 DIRECTOR 000.00 0 0 0 NONE NONE THE FOUNDATION MAKES CHARITABLE CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS N/A 7356352 197367 995666 8549385 8549385 128241 8421144 421057 421057 2768 2768 418289 418289 418289 360775 360775 418289 360488 2021 996 360775 360488 287 996 996 418002 X ALLIANCE TO PROTECT NANTUCKER SOUND 4 BARNSTABLE ROAD HYANNIS MA 02601 NONE NATURE 12000 BARNSTABLE CWC P O BOX 215 OSTERVILLE MA 02655 NONE NATURE 1000 BETH ISRAEL DEACONESS MEDICAL CENTE 330 BROOKLINE AVE BOSTON MA 02215 NONE HEALTH CARE 10000 BOSTON COLLEGE 140 COMMONWEALTH AVE CHESTNUT HILL MA 02467 NONE EDUCATION 10000 BOSTON COLLEGE HIGH SCHOOL 150 MORRISSEY BLVD BOSTON MA 02125 NONE EDUCATION 50000 BOSTON COLLEGE TWIN CS PROGRAM 140 COMMONWEALTH AVE CHESTNUT HILL MA 02467 NONE EDUCATION 9999 CAPE COD HEALTHCARE FOUNDATION POBOX 370 HYANNIS MA 02601 NONE HOSPITAL 5000 CAPE COD SYMPHONY ORCHESTRA 712A MAIN STREET YARMOUTH PORT MA 02675 NONE COMMUNITY SERVICE 1000 CLEVELAND CLINIC IRF 1000 37TH PLACE VERO BEACH FL 32960 NONE COMMUNITY SERVICE 2000 CO2 COALITION 1621 N KENT STREE ARLINGTON VA 22209 NONE COMMUNITY SERVICE 1000 COMMITTEE FOR CONSTRUCTIVE TOMORROW 1875 EYE STREET NW WASHINGTON DC 20006 NONE COMMUNITY SERVICE 1000 COMMUNITY BOATING CENTER POBOX 5849 PROVIDENCE RI 02903 NONE COMMUNITY SERVICE 7500 DUXBURY BAY MARITIME SCHOOL POBOX 263A DUXBURY MA 02331 NONE EDUCATION 2500 DUXBURY EDUCATION FOUNDATION POBOX 1264 DUXBURY MA 02331 NONE EDUCATION 1000 1890 POBOX 2092 DUXBURY MA 02331 NONE EDUCATION 1890 DUXBURY RURAL & HISTORICAL SOCIETY POBOX 2865 DUXBURY MA 02331 NONE COMMUNITY SERVICE 250 FREEDOM WATCH 7050 W PALMETTO PARK RD BACA RATON FL 33433 NONE GENERAL 1000 GRAND HARBOR AUDUBON POBOX 644015 VERO BEACH FL 32964 NONE COMMUNITY SERVICE 500 GRAND HARBOR COMMUNITY OUTREACH POBOX 64-4017 VERO BEACH FL 32964 NONE COMMUNITY SERVICE 8000 HABITAT FOR HUMANITY 4568 NORTH USHWY 1 VERO BEACH FL 32967 NONE COMMUNITY SERVICE 8000 HERITAGE FOUNDATION 214 MASSACHUSSETTS AVE WASHINGTON DC 20002 NONE COMMUNITY SERVICE 45000 HILLSDALE COLLEGE 33 E COLLEGE ST HILLSDALE MI 49242 NONE EDUCATION 50000 HOLY FAMILY CHURCH 601 TREMONT STREET DUXBURY MA 02360 NONE COMMUNITY SERVICE 1000 INDIAN RIVER SYMPHONIC ASSOCIATION POBOX 2801 VERO BEACH FL 32961 NONE COMMUNITY SERVICE 2500 JUDICIAL WATCH 425 THIRD STREET SW WASHINGTON DC 20024 NONE COMMUNITY SERVICE 5000 LEARNING ALLIANCE 2066 14TH AVE VERO BEACH FL 32960 NONE COMMUNITY SERVICE 2000 MCAULEY MINISTRIES 622 ELMWOOD AVE PROVIDENCE RI 02907 NONE COMMUNITY SERVICE 1000 OSTERVILLE HISTORICAL SOCIETY P O BOX 3 OSTERVILLE MA 02655 NONE COMMUNITY SERVICE 100 OSTERVILLE VILLAGE LIBRARY 43 WIANNO AVE OSTERVILLE MA 02655 NONE EDUCATION 2000 OUIMET SCHOLARSHIP FUND 300 ARNOLD PALMER BLVD NORTON MA 02766 NONE EDUCATION 100 OUR LADY OF ASSUMPTION CHURCH 76 WIANNO AVE OSTERVILLE MA 02655 NONE COMMUNITY SERVICE 3000 OYSTER HARBORS SCHOLARSHIP FUND POBOX 2067 OSTERVILLE MA 02655 NONE EDUCATION 1200 RHODE ISLAND FAMILY LITERACY 150 EMPIRE ST PROVIDENCE RI 02903 NONE COMMUNITY SERVICE 15000 ROCK SCHOOL FOR DANCE EDUCATION 1101 SOUTH BROAD STREET PHILADELPHIA PA 19147 NONE EDUCATION 1000 SISTERS OF ST JOSEPH BOSTON 637 CAMBRIDGE ST BRIGHTON MA 02135 NONE EDUCATION 1000 SOUTH SHORE BALLET 45 INDUSTRIAL PARK RD HINGHAM MA 02043 NONE COMMUNITY SERVICE 5000 STATE POLICY NETWORK P O BOX 98272 WASHINGTON DC 20090 NONE COMMUNITY SERVICE 2000 TAX FOUNDATION 1325 G ST NW SUITE 950 WASHINGTON DC 20005 NONE COMMUNITY SERVICE 5000 UNITED AGAINST POVERTY 2746 USHWY 1 VERO BEACH FL 32960 NONE COMMUNITY SERVICE 1000 UNITED WAY CAPE COD 396 MAIN STREET HYANNIS MA 02601 NONE COMMUNITY SERVICE 250 WIKIMEDIA FOUNDATION P O BOX 98204 WASHINGTON DC 20090 NONE COMMUNITY SERVICE 100 WYC SAILING EDUCATION FOUNDATION 766 FALMOUTH RD MASHPEE MA 02649 NONE COMMUNITY SERVICE 2000 YOUTH GUIDANCE 1028 20TH PLACE VERO BEACH FL 32960 NONE COMMUNITY SERVICE 1000 279889 14 163744 18 36025 199769 199769 false false false false false false false false false false X X 1 DAVID MKELLY 4845 RIVER VILLAGE DR VERO BEACH FL 32967 305000 X TAX PREPARATION FEES 1460 1460 ACCOUNTING FEES 180 180 FIDELITY MULTI-STRATEGY FUND II GOLDMAN SACHS HI YLD FUND 786224 696468 GOLDMAN SACHS SMALL/MID CAP GROWTH F 636023 850876 ISHARES MSCI EAFE ETF 297309 356728 ISHARES RUSSELL 1000 VALUE ETF 735800 1799464 ISHARES RUSSELL 2000 ETF 99424 281724 ISHARES TR RUS 1000 GRW ETF 527091 3878460 JP MORGAN EXCHANGE TRADED 59950 57530 JP MORGAN EXCHANGE TRADED 57945 56380 JPMORGAN EXCHANGE TRADED FUND 109047 115060 KA MOUNT LUCAS MANAGED FUTURES 115809 112400 LITMAN GREGORY FUNDS 92894 78480 MULTI-STRATEGY FUND II LP 103490 103490 SCHWAB US DIVIDEND EQUITY 235580 262272 VANGUARD EXTENDED DURATION 88404 67720 DIVIDENDS RECEIVABLE 856 1640 FREE CREDIT BALANCE 2249 NONDIVIDEND FIDELITY BROKERAGE 1670 YEAR END ADJUSTMENT 1192 PUT JPMORGAN 222 INTERNAL REVENUE SERVICE 1908 FOREIGN TAXES 665 665