2026-06-02T12:45:59-05:00 2025-12-31 042689883 WOLF & COMPANY PC 255 STATE STREET BOSTON MA 02109 990PF 2025-01-01 046039660 EDWARD BANGS KELLEY AND ELZA KELLEY FOUNDATION INC EDWA 5087753117 261 WHITES PATH UNIT 2 SOUTH YARMOUTH MA 02664 ROBERT A TALERMAN PRESIDENT 5087753117 2026-05-27 1 KAREN S NG P01067482 6174399700 2026-05-27 2025 2025-03-06 01:10:19Z X 11567519 X 1313804 113157 113157 125396 117926 709739 4623685 816605 265 264 2262361 1047952 0 0 0 6504 0 6504 70635 53037 17598 18500 0 0 1917 14 1903 97556 53051 26005 421000 421000 518556 53051 447005 1743805 994901 408313 920119 920119 6661917 6994247 6994247 2456349 3653153 3653153 9526579 11567519 11567519 0 0 X 0 0 0 0 9526579 11567519 9526579 11567519 9526579 11567519 9526579 1743805 297135 11567519 0 11567519 3M CO D 3997 2193 1804 1804 ABBVIE INC D 4016 2561 1455 1455 ABRDN PRECIOUS METALS BASKET D 7692 4816 2876 2876 ABRDN PRECIOUS METALS BASKET P 14 14 14 ALPHABET INC D 18922 12991 5931 5931 AMAZON.COM, INC D 3881 3688 193 193 AMERICAN EXPRESS CO D 12925 7659 5266 5266 AMGEN INC D 12063 8735 3328 3328 APPLE COMPUTER INC D 22984 18228 4756 4756 AUTOMATIC DATA PROCESSING INC D 6067 4645 1422 1422 BERKSHIRE HATHAWAY INC-CL B D 15258 10272 4986 4986 CHEVRONTEXACO CORP D 6768 6909 -141 -141 CHURCH & DWIGHT CO INC D 8759 7727 1032 1032 COPART INC D 2650 2591 59 59 COSTCO WHOLESALE CORP D 29488 14796 14692 14692 ECOLAB INC COM D 11854 8155 3699 3699 EXXON MOBIL CORP D 5347 5274 73 73 FIRST EAGLE GLOBAL-I D 6423 5751 672 672 HOME DEPOT INC D 17202 13757 3445 3445 ISHARES CORE MSCI DEV MKTS D 12877 11180 1697 1697 ISHARES CORE S&P MIDCAP ETF D 30437 26372 4065 4065 ISHARES GLOBAL 100 ETF D 12778 9489 3289 3289 ISHARES MSCI EAFE ETF D 7779 6720 1059 1059 ISHARES TRUST RUSSELL 2000 INDEX FUND D 25158 22476 2682 2682 ISHARES US REGIONAL BANKS ETF D 4029 2763 1266 1266 JOHNSON & JOHNSON D 6479 6198 281 281 JP MORGAN CHASE & CO D 14221 8073 6148 6148 LOCKHEED MARTIN CORP D 5402 5612 -210 -210 LONG TERM INVESTMENTS P 3284484 2566072 718412 718412 MC DONALDS CORP D 5754 5579 175 175 MICROSOFT CORP D 32710 27714 4996 4996 NEXTERA ENERGY INC D 3567 3577 -10 -10 NORTHERN TRUST CORP D 6082 4108 1974 1974 NOVARTIS AG SPONSORED ADR D 3097 2569 528 528 PEPSICO INC D 4972 5874 -902 -902 PROCTER & GAMBLE CO D 5072 4292 780 780 RESMED INC D 5148 4774 374 374 SHORT TERM INVESTMENTS P 808561 824972 -16411 -16411 SPDR PORTFOLIO EMERGING MARK D 8908 7923 985 985 STRYKER CORP D 12648 9438 3210 3210 TAIWAN SEMICONDUCTOR-SP ADR D 17011 9922 7089 7089 TJX COS INC NEW D 5977 5491 486 486 UNION PAC CORP D 5904 5765 139 139 VANECK EMRG MKTS HI YLD D 1888 1733 155 155 VANECK FALLEN ANGEL HIGH YLD D 8335 8294 41 41 VANGUARD EMERG MKTS GOV BND D 6664 6446 218 218 VANGUARD INTERMEDIATE-TERM T D 11345 11291 54 54 VANGUARD INT-TERM CORPORATE D 2291 2187 104 104 VERIZON COMMUNICATIONS D 3357 2693 664 664 VISA INC-CLASS A SHARES D 10097 6704 3393 3393 WEC ENERGY GROUP INC D 3448 2846 602 602 ADOBE INC D 22237 24950 -2713 -2713 ISHARES FLOATING RATE BOND ETF D 12204 12235 -31 -31 CAPITAL GAINS DIVIDENDS P 16454 16454 16454 816605 13829 0 13829 0 13829 19735 0 0 0 19735 X 0 5906 5906 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 KELLEYFOUNDATION.ORG EASTERN BANK CO GREG MOODIE 6178971181 265 FRANKLIN ST - BOS 301 BOSTON MA 02110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MR ROBERT A TALERMAN 261 WHITES PATH UNIT 2 SOUTH YARMOUTH MA 02664 PRESIDENT/DIRECTOR 1.00 0 0 0 MR MATTHEW COLE 261 WHITES PATH UNIT 2 SOUTH YARMOUTH MA 02664 TREASURER/VP/DIRECTOR 1.00 0 0 0 MR PETER D MEYER 261 WHITES PATH UNIT 2 SOUTH YARMOUTH MA 02664 CLERK/DIRECTOR 1.00 0 0 0 MS CHRISTINE M MCCARTHY 261 WHITES PATH UNIT 2 SOUTH YARMOUTH MA 02664 DIRECTOR 1.00 0 0 0 MR ROBERT F MILLS 261 WHITES PATH UNIT 2 SOUTH YARMOUTH MA 02664 DIRECTOR 1.00 0 0 0 MR M CHRISTOPHER MURPHY 261 WHITES PATH UNIT 2 SOUTH YARMOUTH MA 02664 DIRECTOR 1.00 0 0 0 MR HENRY L MURPHY III 261 WHITES PATH UNIT 2 SOUTH YARMOUTH MA 02664 DIRECTOR 1.00 0 0 0 MR RICHARD W NEITZ 261 WHITES PATH UNIT 2 SOUTH YARMOUTH MA 02664 DIRECTOR 1.00 0 0 0 MR BRIAN O'MALLEY 261 WHITES PATH UNIT 2 SOUTH YARMOUTH MA 02664 DIRECTOR 1.00 0 0 0 MR DAVID J PENFIELD 261 WHITES PATH UNIT 2 SOUTH YARMOUTH MA 02664 DIRECTOR 1.00 0 0 0 MS ELIZABETH GAWRON 261 WHITES PATH UNIT 2 SOUTH YARMOUTH MA 02664 DIRECTOR 1.00 0 0 0 MS SUZANNE FAY GLYNN 261 WHITES PATH UNIT 2 SOUTH YARMOUTH MA 02664 DIRECTOR 1.00 0 0 0 MS KAREN L BISSONNETTE 261 WHITES PATH UNIT 2 SOUTH YARMOUTH MA 02664 DIRECTOR 1.00 0 0 0 MR JOEL G CROWELL 261 WHITES PATH UNIT 2 SOUTH YARMOUTH MA 02664 DIRECTOR 1.00 0 0 0 MR DEWITT DAVENPORT 261 WHITES PATH UNIT 2 SOUTH YARMOUTH MA 02664 DIRECTOR 1.00 0 0 0 MR JOHN OTIS DREW 261 WHITES PATH UNIT 2 SOUTH YARMOUTH MA 02664 DIRECTOR 1.00 0 0 0 MR JEFFREY D BILEZIKIAN 261 WHITES PATH UNIT 2 SOUTH YARMOUTH MA 02664 DIRECTOR 1.00 0 0 0 MRS JUDITH W SCARAFILE 261 WHITES PATH UNIT 2 SOUTH YARMOUTH MA 02664 DIRECTOR 1.00 0 0 0 MR TONY N SHEPLEY 261 WHITES PATH UNIT 2 SOUTH YARMOUTH MA 02664 DIRECTOR 1.00 0 0 0 MR MATT PITTA 261 WHITES PATH UNIT 2 SOUTH YARMOUTH MA 02664 DIRECTOR 1.00 0 0 0 MR PAULO PARAQUAY 261 WHITES PATH UNIT 2 SOUTH YARMOUTH MA 02664 DIRECTOR 1.00 0 0 0 NONE 0 CAMBRIDGE TRUST WEALTH MANAGEMENT 125 HIGH STREET BOSTON MA 02110 MANAGEMENT FEE 53016 0 0 10113897 563576 0 10677473 0 0 10677473 160162 10517311 525866 525866 13829 13829 512037 0 512037 0 512037 447005 0 447005 512037 0 0 171791 108416 280207 447005 0 0 0 447005 0 65032 65032 215175 0 0 0 0 0 0 0 215175 106759 108416 HEIDI NELSON DIRECTOR OF PROGRAMS 261 WHITE PATH UNIT 2 SOUTH YARMOUTH MA 02664 5087903040 CONTACT@KELLEYFOUNDATION.ORG FORMS ARE AVAILABLE ON KELLEYFOUNDATION.ORG WEBSITE APPLICANTS WILL NEED TO CREATE AN ACCOUNT IN THE ONLINE GRANT SYSTEM. NONE GRANT APPLICATIONS MUST BE TAX EXEMPT ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS AND MUST BE LOCATED IN BARNSTABLE COUNTY, MASSACHUSETTS OR BENEFIT THE COUNTY. 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