Nonprofit · EIN 35-6819324
THE ROBERT MCLEAN AND JENEPHER AND EDWARD J KELLY JR FOUNDATION
Also known as MICHAEL M KELLY ET AL TTEES
Tax-exempt · HOLICONG, PA 18928
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $44,239,434 | $602,640 | $43,636,794 | $58,593,293 | $0 | $58,593,293 |
| December 31, 2023 | 990-PF | $13,019,500 | $336,013 | $12,683,487 | $15,275,217 | $0 | $15,275,217 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $43,368,192
- Dividends
- $2,532,916
- Net rental income
- $791,866
- Net gain from sales of assets
- -$2,453,540
Expenses
- Grants and similar amounts paid
- $400,500
- Compensation of officers, directors and key employees
- $44,000
- Disbursements for charitable purposes
- $463,429
- Excise tax on investment income
- $44,430
Balance sheet and other
- Total assets, start of year
- $15,275,217
- Total assets, end of year
- $58,593,293
- Total liabilities, end of year
- $0
- Net assets, end of year
- $58,593,293
- Fair market value of assets
- $64,341,510
- Qualifying distributions
- $463,429
- Net investment income
- $3,324,782
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH A O'CONNOR SUITE A200 150 N RADNOR-CHESTER RD, RADNOR, PA 19087 | TRUSTEE | 4 | $44,000 |
| MICHAEL M KELLY PO BOX 697, HOLICONG, PA 18928 | TRUSTEE | 20 | $0 |
| EDWARD J KELLY III PO BOX 697, HOLICONG, PA 18928 | ADVISORY TRUSTEE | 1 | $0 |
| WILLIAM L KELLY PO BOX 697, HOLICONG, PA 18928 | ADVISORY TRUSTEE | 1 | $0 |
| DOROTHEA S KELLY PO BOX 697, HOLICONG, PA 18928 | DIRECTOR OF GRANTS | 10 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH A O'CONNOR 1701 MARKET STREET, PHILADELPHIA, PA 19103 | TRUSTEE | 4 | $44,000 |
| MICHAEL M KELLY PO BOX 698, HOLICONG, PA 18928 | TRUSTEE | 10 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 697, HOLICONG, PA 18928-0697
- In care of
- % MICHAEL M KELLY ET AL TTEES
- Signed the 990-PF
- MICHAEL KELLY, TRUSTEE
- Phone
- (610) 267-0271
- Return prepared by
- LAWRENCE F TORNETTA LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 35-6819324
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Human services (P12)
- Assets (IRS master file)
- $58,593,293
- Income (IRS master file)
- $53,571,097
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $44,239,434 | $602,640 | $58,593,293 | XML |
| 990-PF | December 2023 | $13,019,500 | $336,013 | $15,275,217 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-6819324).
Questions about THE ROBERT MCLEAN AND JENEPHER AND EDWARD J KELLY JR FOUNDATION
- What is the EIN of THE ROBERT MCLEAN AND JENEPHER AND EDWARD J KELLY JR FOUNDATION?
- The employer identification number (EIN) of THE ROBERT MCLEAN AND JENEPHER AND EDWARD J KELLY JR FOUNDATION is 35-6819324.
- Is THE ROBERT MCLEAN AND JENEPHER AND EDWARD J KELLY JR FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to THE ROBERT MCLEAN AND JENEPHER AND EDWARD J KELLY JR FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE ROBERT MCLEAN AND JENEPHER AND EDWARD J KELLY JR FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE ROBERT MCLEAN AND JENEPHER AND EDWARD J KELLY JR FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE ROBERT MCLEAN AND JENEPHER AND EDWARD J KELLY JR FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THE ROBERT MCLEAN AND JENEPHER AND EDWARD J KELLY JR FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $44,000 (JOSEPH A O'CONNOR, TRUSTEE).
- How much revenue does THE ROBERT MCLEAN AND JENEPHER AND EDWARD J KELLY JR FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $44,239,434, expenses of $602,640 and total assets of $58,593,293 at year end.
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