2026-08-17T14:48:18-05:00 2025-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 101 WASHINGTON STREET EAST CHARLESTON WV 25301 990PF 2024-10-01 208038344 THE KELLY FAMILY FOUNDATION INC KELL 3047166227 1331 LAKE DRIVE DANIELS WV 25832 MICHAEL KELLY PRESIDENT 3047166227 2026-08-17 1 1 DOLORES ROSE P01286262 3043460441 2026-08-17 2024 2025-03-06 01:10:19Z X 981804 X X 60 60 20227 20227 183411 746884 183411 203698 203698 0 0 0 5202 5202 0 22 22 0 5224 5224 0 61950 61950 67174 5224 61950 136524 198474 13218 13903 13903 734646 870485 967901 747864 884388 981804 0 0 X 0 0 0 0 747864 884388 747864 884388 747864 884388 747864 136524 0 884388 0 884388 SECURITIES SOLD P 746296 563473 182823 182823 CAPITAL GAINS DIVIDENDS P 588 588 588 183411 2759 0 2759 0 2759 1320 0 0 0 1320 23 1462 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 N/A THE FOUNDATION 3047166227 1331 LAKE DRIVE DANIELS WV 25832 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL A KELLY 1331 LAKE DRIVE DANIELS WV 25832 PRESIDENT & SECRETARY 1.00 0 0 0 JOANNE J KELLY 1331 LAKE DRIVE DANIELS WV 25832 VICE PRESIDENT & TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 894815 14438 0 909253 0 0 909253 13639 895614 44781 44781 2759 2759 42022 0 42022 0 42022 61950 0 61950 42022 32512 0 0 61950 32512 0 0 29438 0 0 0 0 0 0 0 0 12584 0 0 0 MICHAEL A KELLY MICHAEL KELLY 223 DRY HILL ROAD BECKLEY WV 25801 3047166227 THE FOUNDATION DOES NOT REQUIRE THAT PROSPECTIVE GRANT RECIPIENTS USE A PARTICULAR FORM, BUT ANY GRANT PROPOSAL SUBMITTED BY A PROSPECTIVE GRANT RECIPIENT WILL OBLIGATE THE RECIPIENT TO USE ANY GRANT FUNDS ONLY FOR THE CHARITABLE PURPOSES FOR WHICH THE GRANT WAS MADE, REQUIRE THE RECIPIENT TO DESCRIBE THE PURPOSES FOR WHICH THE GRANT WAS USED, AND OBLIGATE THE RECIPIENT TO REPAY THE FOUNDATION IN THE EVENT THAT THE GRANT IS MISUSED. N/A THE FOUNDATION PRIMARILY MAKES GRANTS TO ORGANIZATIONS THAT SERVE MEMBERS OF THE DANIELS, WEST VIRGINIA COMMUNITY AND SURROUNDING AREAS. BECKLEY PERFORMING ARTS 112 RALEIGH AVE BECKLEY WV 25801 N/A PUBLIC CHARITY SUPPORT PERFORMING ARTS 4000 BLUE LINE INC 301 CENTRAL AVE SARASOTA FL 34236 N/A PUBLIC CHARITY TO SUPPORT THE ORGANIZATIONS MISSION 1000 DOCTORS WITHOUT BORDERS USA 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 N/A PUBLIC CHARITY TO SUPPORT THE ORGANIZATIONS MISSION 3000 HOSPICE OF SOUTHERN WV 454 CRANBERRY DR BECKLEY WV 25801 N/A PUBLIC CHARITY TO SUPPORT THE ORGANIZATIONS MISSION 2000 JUST FOR KIDS 611 NORTH KANAWHA STREET BECKLEY WV 25801 N/A PUBLIC CHARITY GENERAL PROGRAM SERVICES- CHILD PROTECTION 2000 MCDOWELL ADVISORY COUNCIL 454 MCDOWELL STREET WELCH WV 24801 N/A PUBLIC CHARITY TO SUPPORT THE ORGANIZATIONS MISSION 10000 MOVEMBER PO BOX 2040 SANTA MONICA CA 90406 N/A PUBLIC CHARITY TO SUPPORT THE ORGANIZATIONS MISSION 1000 ST FRANCIS DE SALES SCHOOL 614 S OAKWOOD AVENUE BECKLEY BECKLEY WV 25801 N/A PUBLIC CHARITY TO SUPPORT THE NONPROFIT PROGRAMS OF THE SCHOOL 2000 STS PETER & PAUL CHURCH 4309 THOMAS JEFFERSON PKWY PALMYRA VA 22963 N/A PUBLIC CHARITY TO SUPPORT THE ORGANIZATIONS MISSION 400 THE SALVATION ARMY 534 5TH ST PARKERSBURG WV 26102 N/A PUBLIC CHARITY TO SUPPORT THE ORGANIZATIONS MISSION 15000 UNITED WAY OF SOUTH WV 110 CROFT ST BECKLEY WV 25801 N/A PUBLIC CHARITY TO SUPPORT THE ORGANIZATIONS MISSION 1550 YMCA OF SOUTHERN WV 121 E MAIN STREET BECKLEY WV 25801 N/A PUBLIC CHARITY TO SUPPORT THE ORGANIZATIONS MISSION 20000 61950 0 14 60 14 20227 18 183411 0 203698 0 203698 0 0 0 0 0 0 0 0 0 0 MUTUAL FUNDS FMV 77683 121179 COMMON STOCK FMV 792802 846722 MISCELLANEOUS 22 22 0 INVESTMENT ADVISORY FEES 5202 5202 0