2026-04-03T08:04:00-04:00 2025-06-30 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-07-01 460809078 Connolly Family Foundation Inc % Foundation Source CONN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 John L Connolly President 8008391754 2026-03-31 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 37200003 X 2061516 22101 22101 837263 837263 900326 1062291 1835283 169324 149723 3990530 2844370 0 188149 158149 30000 105800 1030 1030 140258 109016 31241 435237 267165 62271 1045357 1045357 1480594 267165 1107628 2509936 2577205 0 1068758 708080 708080 24334855 26955655 30858080 4167561 4417375 5633843 29571174 32081110 37200003 0 0 X 29571174 32081110 29571174 32081110 29571174 32081110 29571174 2509936 32081110 32081110 Publicly-traded Securities 1062291 103116 959175 959175 Passthrough K1 Capital Gain/(Loss) 876108 1835283 35823 35823 35823 31532 0 4300 35832 X 204 195 false false false false false false false true true GA true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false false false false false false false false false false false false false John L Connolly Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 John L Connolly Jr Foundation Source 501 Silverside Rd Wilmington DE 198091377 Treas 1.0 0 0 0 Catherine Greer Connolly Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Anne Muller Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec 1.0 0 0 0 Raymond James 1000 Abernathy RD NE Suite 1425 ATLANTA GA 30328 Investment Mgmt 100920 Balentine LLC 3344 Peachtree Road NE Suite 2200 Atlanta GA 30326 Investment Mgmt 57229 29096335 804280 5638938 35539553 0 35539553 533093 35006460 1750323 1750323 35823 35823 1714500 1714500 1714500 1107628 0 0 0 0 1107628 1714500 100215 100215 1107628 1107628 0 100215 100215 506657 Catherine Greer Connolly John L Connolly John L Connolly Jr X ANGEL FLIGHT SOARS INC 2000 AIRPORT RD STE 227 ATLANTA GA 30341 N/A PC General & Unrestricted 10000 ATLANTA HISTORICAL SOCIETY INC 130 W PACES FERRY RD NW ATLANTA GA 30305 N/A PC Centennial Campaign 100000 ATLANTA HISTORICAL SOCIETY INC 130 W PACES FERRY RD NW ATLANTA GA 30305 N/A PC Annual Education Program 15000 ATLANTA POLICE FOUNDATION INC 191 PEACHTREE ST NE STE 191 ATLANTA GA 30303 N/A PC Public Safety Training Center. 100000 ATLANTA UNION MISSION CORPORATION HCSR 2353 BOLTON RD NW ATLANTA GA 30318 N/A PC General & Unrestricted 25000 ATLANTA URBAN SQUASH INC 1019 COLLIER RD STE A ATLANTA GA 30318 N/A PC General & Unrestricted 15000 ATLANTA YOUTH ACADEMIES INC PO BOX 18237 ATLANTA GA 30316 N/A PC Tuition Scholarship Fund 15000 ATLANTA-FULTON COUNTY ZOO INC 800 CHEROKEE AVE SE ATLANTA GA 30315 N/A PC Education Programming. 10000 BLUE GRASS COMMUNITY FOUNDATION INC 499 EAST HIGH ST SUITE 112 LEXINGTON KY 40507 N/A PC LIGHT UP RACING FUND 5000 BOBBY DODD INSTITUTE INC 2120 MARIETTA BLVD NW ATLANTA GA 30318 N/A PC General & Unrestricted 10000 BUCKHEAD CHRISTIAN MINISTRY INC 2847 PIEDMONT RD NE ATLANTA GA 30305 N/A PC General & Unrestricted 10000 BUCKHEAD CHRISTIAN MINISTRY INC 2847 PIEDMONT RD NE ATLANTA GA 30305 N/A PC Charitable Event 8500 BUCKHEAD CHRISTIAN MINISTRY INC 2847 PIEDMONT RD NE ATLANTA GA 30305 N/A PC Charitable Event 8000 CAMP TWIN LAKES INC 1100 SPRING ST NW STE 406 ATLANTA GA 30309 N/A PC General & Unrestricted 15000 CITY OF REFUGE INC 1300 JOSEPH E BOONE BLVD NW ATLANTA GA 30314 N/A PC General & Unrestricted 50000 COVENANT HOUSE GEORGIA INC PO BOX 94465 ATLANTA GA 30377 N/A PC General & Unrestricted 25000 CRISTO REY ATLANTA JESUIT HIGH SCHOOL INC 222 PIEDMONT AVE NE ATLANTA GA 30308 N/A PC General & Unrestricted 10000 EAST LAKE FOUNDATION INC 2606 ALSTON DR SE ATLANTA GA 30317 N/A PC Drew Academy's College and Career Readiness Program 15000 ELEVATE ATLANTA INC 2625 PIEDMONT RD NE STE 56 PMB 288 ATLANTA GA 30324 N/A PC General & Unrestricted 10000 GEORGE WEST MENTAL HEALTH FOUNDATION INC 1961 N DRUID HILLS RD NE BROOKHAVEN GA 30329 N/A PC Charitable Event 50000 GEORGIA JUSTICE PROJECT INC 438 EDGEWOOD AVE SE ATLANTA GA 30312 N/A PC General & Unrestricted 50000 KIDZ 2 LEADERS INC 1640 POWERS FERRY ROAD BLDG 15 MARIETTA GA 30067 N/A PC General & Unrestricted 15000 NO LONGER BOUND INC 2725 PINE GROVE RD CUMMING GA 30041 N/A PC Transition Expansion. 10000 NORTHSIDE YOUTH ORGANIZATION INC PO BOX 420486 ATLANTA GA 30342 N/A PC Sharing the Gift Campaign. 25000 OPEN HAND ATLANTA INC 1380 W MARIETTA ST NW ATLANTA GA 30318 N/A PC Charitable Event 5000 PEACHTREE ROAD METHODIST CHURCH 3180 PEACHTREE RD NE ATLANTA GA 30305 N/A PC The Preschool Parents Council Classroom run by Ms. Amanda / Ms.Sinclaire 2500 RACE TRACK CHAPLAINCY OF AMERICA 2150 HEMPSTEAD TPKE ELMONT NY 11003 N/A PC Sponsor a Family For Christmas 1000 RACE TRACK CHAPLAINCY OF AMERICA 2150 HEMPSTEAD TPKE ELMONT NY 11003 N/A PC General & Unrestricted 1000 SHEPHERD CENTER FOUNDATION INC 2020 PEACHTREE RD NW ATLANTA GA 30309 N/A PC Charitable Event 5000 SOCCER IN THE STREETS INC 565 NORTHSIDE DR NW D203 ATLANTA GA 30310 N/A PC General & Unrestricted 25000 THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND PO BOX 669394 DALLAS TX 75266 N/A PC Connolly Family Business Management, Minor Endowed Fund 192857 THE ATLANTA OPERA INC 1575 NORTHSIDE DR NW BLDG300 STE350 ATLANTA GA 30318 N/A PC Studio Tour Program 100000 THE GIVING KITCHEN INITIATIVE INC 970 JEFFERSON ST NW STE 8 ATLANTA GA 30318 N/A PC General & Unrestricted 500 THOROUGHBRED CHARITIES OF AMERICA INC 2365 HARRODSBURG RD STE A200 LEXINGTON KY 40504 N/A SO I General & Unrestricted 1000 TRENTON YOUTH WRESTLING TRENTON YOUTH WRESTLING AN PO BOX 55196 TRENTON NJ 08638 N/A PC Campaign for the Trenton Youth and Learning Center 50000 WASHINGTON & LEE UNIVERSITY 204 WEST WASHINGTON ST LEXINGTON VA 24450 N/A PC W&L Fund for Area of Greatest Need 5000 YEAR UP INC PO BOX 412812 BOSTON MA 02241 N/A PC The Atlanta, Georgia Year Up Program 50000 1045357 14 22101 14 837263 18 900326 K-1 Inc/Loss 14 149723 Federal Tax Refund 01 19601 1929014 1929014 false false false false false false false false false false X X 1 Yeaman's Liquid LP FBO 3060 PEACHTREE RD STE 1545 Atlanta GA 30305 2061516 X 1 ELI LILLY & CO LLY, 372 sh. 333033 2024-07-02 1 ELI LILLY & CO LLY, 315 sh. 282004 2024-07-02 1 MICROSOFT CORP MSFT, 455 sh. 207639 2024-07-02 1 MICROSOFT CORP MSFT, 472 sh. 215397 2024-07-02 1 ISHARES S&P 500 INDEX FD IVV, 850 sh. 511721 2024-11-27 1 ISHARES S&P 500 INDEX FD IVV, 850 sh. 511722 2024-11-27 AMERICAN FUNDS MULTI-SECTOR IN 1363774 1390193 CAPITAL GROUP CORE EQUITY ETF 922670 1074922 CAPITAL GROUP DIVIDEND VALUE 1760233 2275374 CAPITAL GROUP GLOBAL GROWTH EQ 1734287 2085915 DODGE & COX INCOME FUND 1624161 1643565 DODGE & COX STOCK 1621545 1782238 FIDELITY ADVISOR TOTAL BOND CL 1889666 1912408 INVESCO QQQ TRUST 964311 1293596 ISHARE SP SMALL CAP 600 INDEX 1012598 1061315 ISHARES S&P 500 INDEX FD 1023443 1055530 JPMORGAN CORE PLUS BOND FUND 1361278 1370831 JPMORGAN INCOME FUND CL I 1620567 1668102 SPDR PORTFOLIO LARGE CAP ETF 2867080 3693887 THE BOND FD OF AMERICA, CLASS 1894872 1903542 VANGARD RUSSELL 1000 GROWTH 945654 1307342 VANGUARD MID-CAP ETF 974704 1183961 VANGUARD TOTAL STOCK MARKET ET 1919880 2446637 VANGUARD VALUE ETF 1454932 1708722 TCG BALANCED (FKA NEW PROVIDEN 4417375 5633843 Administrative Fees 31241 31241 K-1 Exp TCG BALANCED (FKA NEW 109017 109016 K-1 Inc/Loss TCG BALANCED (FKA NEW PROVIDENCE BAL 149723 149723 Federal Tax Refund 19601 Administration of Foundation 30000 30000 Investment Management Services 158149 158149 990-PF Estimated Tax for 2025 27200 990-PF Extension for 2024 78600