2025-04-02T16:34:18-05:00 2024-12-31 474326718 JENNIFER L STEINER CPA 9283 PROVINCE LANE BRECKSVILLE OH 44141 990PF 2024-01-01 832785988 DONNELLY FAMILY FOUNDATION CORP DONN 8478090326 5400 OCEAN BOULEVARD 15-4 SARASOTA FL 34242 WILLIAM P DONNELLY PRES/TREASURER/DIRECTOR 8478090326 2025-04-02 1 0 JENNIFER L STEINER CPA P00100117 4403344180 2025-04-02 X 2024 2025-03-06 01:10:19Z X 2849534 X 950671 23321 23321 193838 500640 193838 1167830 217159 0 0 0 4350 4350 0 6598 6598 0 5316 5316 0 626 626 0 16890 16890 0 146200 146200 163090 16890 146200 1004740 200269 500 1297 1297 1525357 2529300 2848237 1525857 2530597 2849534 0 0 X 0 0 0 0 1525857 2530597 1525857 2530597 1525857 2530597 1525857 1004740 0 2530597 0 2530597 MFB NORTHERN FDS STOCK INDEX 945.36 SHS P 2019-07-11 2024-04-04 50000 32088 17912 17912 METTLER TOLEDO INTERNATIONAL INC 200 SHS D 2019-07-11 2024-06-13 292456 171696 120760 120760 METTLER TOLEDO INTERNATIONAL INC 120 SHS D 2019-07-11 2024-12-03 150342 103018 47324 47324 CAPITAL GAINS DIVIDENDS P 7842 7842 7842 193838 2784 0 2784 0 2784 5000 0 0 0 5000 0 2216 2216 0 0 0 0 0 0 0 0 0 0 0 0 1 FL 1 0 1 0 0 1 N/A WILLIAM P DONNELLY 8478090326 5400 OCEAN BLVD 15-4 SARASOTA FL 34242 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM P DONNELLY 5400 OCEAN BLVD 15-4 SARASOTA FL 34242 PRESIDENT/TREASURER/DIRECT 5.00 0 0 0 SUSAN C DONNELLY 5400 OCEAN BLVD 15-4 SARASOTA FL 34242 VP/SECRETARY/DIRECTOR 5.00 0 0 0 WILLIAM C DONNELLY 1025 W OAKDALE AVENUE CHICAGO IL 60657 DIRECTOR 1.00 0 0 0 KEVIN D DONNELLY 14 PAINTED BUNTING RD HILTON HEAD SC 29928 DIRECTOR 1.00 0 0 0 GRACE C DONNELLY 4220 N WINCHESTER AVE 2 CHICAGO IL 60613 DIRECTOR 1.00 0 0 0 ELIZABETH A DONNELLY 4220 N WINCHESTER AVE 2 CHICAGO IL 60613 DIRECTOR 1.00 0 0 0 HAYLEY D DONNELLY 1025 W OAKDALE AVENUE CHICAGO IL 60657 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 0 0 2849534 2849534 0 0 2849534 42743 2806791 140340 140340 2784 2784 137556 0 137556 0 137556 146200 0 146200 137556 0 0 1171669 78374 1250043 146200 0 0 0 137556 8644 0 0 1258687 0 0 0 0 0 0 0 1258687 1171669 78374 8644 WILLIAM P DONNELLY X CONGAREE FOUNDATION 1375 ENCLAVE PARKWAY HOUSTON TX 77077 NC EDUCATIONAL AND VOCATIONAL OPPORTUNITIES THROUGH GOLF 2500 HORIZONS FOR YOUTH 703 W MONROE ST CHICAGO IL 60661 NC GENERAL FUND 25000 NORTHWESTERN SCHOOL OF MEDICINE 420 E SUPERIOR ST 12TH FLOOR CHICAGO IL 60611 NC BREAST SURGERY RESEARCH FUND 20000 REGINA DOMINICAN HIGH SCHOOL 701 LOCUST RD WILMETTE IL 60091 NC SCHOLARSHIPS / BUILDING HER TOMORROW CAPITAL CAMPAIGN 10000 ST VIATOR 1213 E OAKTON ST ARLINGTON HTS IL 60004 NC SCHOLARSHIPS 25000 THE ART INSTITUTE OF CHICAGO 111 SOUTH MICHIGAN AVENUE CHICAGO IL 60603 NC GENERAL FUND 25000 FEED NC PO BOX 5173 MOORESVILLE NC 28117 NC GENERAL FUND 5000 THE AMERICAN HEART ASSOCIATION 11207 BLUE HERON BLVD N SAINT PETERSBURG FL 33716 NC GENERAL FUND 5000 CATHOLIC CHARITIES 1011 FIRST AVENUE NEW YORK NY 10022 NC GENERAL FUND - FIFTEENTH ANNUAL GALA SECOND CENTURY FUND 10000 BLUFFTON SELF HELP 39 SHERIDAN PARK CIRCLE BLUFFTON SC 29910 NC GENERAL FUND 1700 CARE FOR REAL 5339 N SHERIDAN RD CHICAGO IL 60640 NC GENERAL FUND 5000 JOHN PAUL II CATHOLIC SCHOOL 4325 S RICHMOND CHICAGO IL 60632 NC GENERAL FUND 2000 ST PATRICK 700 W ADAMS CHICAGO IL 60661 NC GENERAL FUND 10000 146200 THE ART INSTITUTE OF CHICAGO 111 SOUTH MICHIGAN AVENUE CHICAGO IL 60603 NC GENERAL FUND 25000 SEEDS OF PEACE 370 LEXINGTON AVE NEW YORK NY 10017 NC GENERAL FUND 1000 26000 23321 193838 0 0 217159 217159 4 INVESTMENT INCOME - INCLUDED IN FUTURE CONTRIBUTIONS TO BE PAID OUT 8 INVESTMENT INCOME - INCLUDED IN FUTURE CONTRIBUTIONS TO BE PAID OUT 0 0 0 0 0 0 0 0 0 0 X X 1 WILLIAM P DONNELLY 5400 OCEAN BLVD 15-4 SARASOTA FL 34242 49656 X 2 WILLIAM P DONNELLY 5400 OCEAN BLVD 15-4 SARASOTA FL 34242 900112 X 3 WILLIAM P DONNELLY 5400 OCEAN BLVD 15-4 SARASOTA FL 34242 902 X 1 42 SHARES METTLER TOLEDO INTERNATIONAL INC. COMMON STOCK CUSIP #XXX-XX-XXXX 49656 2024-01-16 2 8635 SHARES OF INGERSOLL RAND INC COMPANY COMMON STOCK CUSIP #45687V106 900112 2024-12-04 ACCOUNTING FEES 4350 4350 0 INVESTMENT PORTFOLIO AT COST 2529300 2848237 INVESTMENT FEES 6322 6322 0 OTHER FILING FEES 276 276 0 WILLIAM P DONNELLY 5400 OCEAN BLVD 15-4 SARASOTA FL 34242 INVESTMENT FOREIGN TAXES PAID 113 113 0 EXCISE TAXES PAID 5203 5203 0