2022-11-15T15:59:15-06:00 2021-12-31 042706569 O'BRIEN & ASSOCIATES 10 KEARNEY ROAD SUITE 305 NEEDHAM MA 02494 990PF 2021-01-01 271510984 KELLY FAMILY FOUNDATION INC C/O OBRIEN & ASSOCIATES KELL 7814448400 10 KEARNEY ROAD SUITE 305 NEEDHAM MA 02494 SONJA KELLY PRESIDENT 7814448400 2022-11-15 1 SONJA KELLY 999009999 JOHN J O'BRIEN P01598128 7814448400 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 28844787 X X 17 17 600885 600885 2341778 16976771 2341778 2942680 2942680 86400 0 86400 20827 0 20827 7658 0 7658 126949 126949 0 28585 13022 10779 9189 0 4844 279608 139971 130508 1192675 1192675 1472283 139971 1323183 1470397 2802709 2 2 876515 679654 679654 160766 0 102844 160766 160766 1472335 1073630 1068502 19522006 21983899 26326903 1084315 600854 608960 6604 6604 23058015 24498805 28844787 36398 4664 36398 4664 X 0 0 0 0 23021617 24494141 23021617 24494141 23058015 24498805 23021617 1470397 3259 24495273 1132 24494141 SEE ATTACHED MORGAN STANLEY STMT P 2021-12-31 7052307 6502333 549974 549974 SEE ATTACHED MORGAN STANLEY STMT P 2021-12-31 9757993 8075126 1682867 1682867 SEE ATTACHED MORGAN STANLEY STMT P 2021-12-31 3886 3886 3886 SEE ATTACHED MORGAN STANLEY STMT P 2021-12-31 1423 1493 -70 -70 SEE ATTACHED MORGAN STANLEY STMT P 2021-12-31 55931 56041 -110 -110 CAPITAL GAINS DIVIDENDS P 105231 105231 105231 2341778 38958 0 38958 0 38958 16012 0 65000 0 81012 0 42054 42054 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A TIMOTHY R OBRIEN ESQ 7814448400 10 KEARNEY ROAD SUITE 305 NEEDHAM MA 02494 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SONJA KELLY 3 JOHN HAZLITT LANE HINGHAM MA 02043 PRESIDENT 25.00 86400 0 0 DEBORAH M KELLY 161 OCEAN BEACH TRAIL VERO BEACH FL 32963 TREASURER 0.00 0 0 0 EDMUND F KELLY 161 OCEAN BEACH TRAIL VERO BEACH FL 32963 CLERK 0.00 0 0 0 EDMUND F KELLY 161 OCEAN BEACH TRAIL VERO BEACH FL 32963 DIRECTOR 0.00 0 0 0 DEBORAH M KELLY 161 OCEAN BEACH TRAIL VERO BEACH FL 32963 DIRECTOR 0.00 0 0 0 NONE 0 MORGAN STANLEY 125 HIGH STREET 24TH FLOOR BOSTON MA 02110 INVESTMENT ADVISORY SERVICES 126949 0 0 27710773 588824 0 28299597 0 0 28299597 424494 27875103 1393755 1393755 38958 38958 1354797 0 1354797 0 1354797 1323183 0 1323183 1354797 0 0 210292 262683 472975 1323183 0 0 0 1323183 0 31614 31614 441361 0 0 0 0 0 0 0 441361 178678 262683 X GREATER BOSTON FOOD BANK 70 S BAY STREET BOSTON MA 02118 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 25000 ARCK 36 BROMFIELD STREET STE 301 BOSTON MA 02108 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 10000 BARNSTABLE CLEAN WATER COALITION 864 MAIN STREET OSTERVILLE MA 02655 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 5000 DERBY ACADEMY 56 BURDITT AVENUE HINGHAM MA 02043 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 39675 BIG SISTER ASSOCIATION OF GREATER BOSTON 20 PARK PLAZA 1420 BOSTON MA 02116 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 50000 THE LEARNING ALLIANCE 2066 14TH AVENUE VERO BEACH FL 32960 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 30000 MORE THAN WORDS 242 E BERKELEY STREET BOSTON MA 02118 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 20000 BOSTON BALLET 19 CLARENDON STREET BOSTON MA 02116 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 10000 CLERGY TRUST 66 BROOKS DRIVE BRAINTREE MA 02184 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 25000 BOSTON SCHOOLS FUND 57 MAGAZINE STREET BOSTON MA 02119 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 20000 EAST BOSTON SOCIAL CENTERS 68 CENTRAL SQUARE BOSTON MA 02128 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 5000 BOYS & GIRLS CLUB BOSTON 200 HIGH STREET 3RD FLOOR BOSTON MA 02110 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 75000 BRIDGE OVER TROUBLED WATERS 150 WOOD ROAD STE 300 BRAINTREE MA 02184 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 10000 CAMP HARBOR VIEW 200 CLARENDON ST 60TH FLOOR BOSTON MA 02116 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 230000 CATHOLIC CHARITIES 275 WEST BROADWAY BOSTON MA 02127 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 10000 CATHOLIC SCHOOLS FOUNDATION - INNER CITY SCHOLARSHIP FUND 67 BATTERYMARCH ST6TH FL BOSTON MA 02110 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 50000 CRISTO REY BOSTON HIGH SCHOOL 100 SAVIN HILL AVEENUE BOSTON MA 02125 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 25000 MASS GENERAL HOSPITAL FOR CHILDREN 125 NASHUA STREET STE 540 BOSTON MA 02114 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 280000 MASS MENTORING PARTNERSHIP 75 KNEELAND ST 11TH FLOOR BOSTON MA 02111 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 50000 MASSACHUSETTS GENERAL HOSPITAL 125 NASHUA ST SUITE 540 BOSTON MA 02114 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 10000 MENTOR 201 SOUTH ST 6TH FLOOR BOSTON MA 02111 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 50000 MGH CANCER CENTER 55 FRUIT STREET BOSTON MA 02114 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 25000 MY BROTHER'S KEEPER PO BOX 338 EASTON MA 02356 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 10000 NATIVITY PREP 39 LAMARTINE STREET JAMAICA PLAIN MA 02130 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 20000 OYSTER HARBORS SCHOLARSHIP FUND 2067 OYSTER HARBORS OSTERVILLE MA 02655 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 5000 RAW ART WORKS 37 CENTRAL SQUARE LYNN MA 01901 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 10000 ROSIE'S PLACE 889 HARRISON AVE BOSTON MA 02118 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 3000 SILVER LINING MENTORING 272 ATLANTIC AVE 3RD FLOOR BOSTON MA 02111 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 10000 SOUTH SHORE CONSERVATORY 135 WEBSTER ST HANOVER MA 02339 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 15000 SOUTH SHORE STARS 200 MIDDLE STREET WEYMOUTH MA 02189 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 5000 ST COLUMBKILLE PARTNERSHIP SCHOOL 25 ARLINGTON STREEET BRIGHTON MA 02135 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 20000 SUMMER SEARCH BOSTON 3840 WASHINGTON STREET JAMAICA PLAIN MA 02130 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 20000 THE BASE 150 SHIRLEY ST ROXBURY MA 02119 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 20000 1192675 0 14 17 14 600885 18 2341778 0 2942680 0 2942680 3 INTEREST INCOME ON FOUNDATION INVESTMENTS 8 GAIN/LOSS FROM THE SALE OF FOUNDATION INVESTMENTS 4 DIVIDEND INCOME ON FOUNDATION INVESTMENTS 7 OTHER INVESTMENT INCOME ON FOUNDATION INVESTMENTS 0 0 0 0 0 0 0 0 0 0 SEE ATTACHED STATEMENTS 600854 608960 SEE ATTACHED STATEMENTS 21983899 26326903 1073630 1068502 0 0 BOOK TO TAX DIFFERENCES 1132 UTILITIES 848 0 848 MARKETING 4345 0 0 OFFICE EXPENSE 1315 0 1315 INSURANCE 2681 0 2681 NON DIVIDEND DISTRIBUTIONS 3259 BANK/IAS FEES 126949 126949 0 BANK FEES 0 0 0 FOREIGN TAX PAID 13022 13022 0 PAYROLL TAXES 10779 0 10779 MISCELLANEOUS TAXES 799 0 0 UNEMPLOYMENT TAX 3985 0 0