2025-05-05T08:38:18-05:00 2024-06-30 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-07-01 460809078 Connolly Family Foundation Inc % Foundation Source CONN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 JOHN CONNOLLY PRESIDENT 8008391754 2025-04-28 true true Jeffrey D Haskell P01345770 8008391754 2023 2025-03-06 01:10:19Z X 32993915 X 3461195 21433 21433 255159 255159 4537325 3932448 6169735 750023 749732 9025135 7196059 0 86891 86891 18621 676 676 406288 382309 23961 512476 469200 24637 628357 628357 1140833 469200 652994 7884302 6726859 63398 1068758 1068758 24334855 25847564 21623474 4167561 6077593 21686872 29571174 32993915 0 0 X 21686872 29571174 21686872 29571174 21686872 29571174 21686872 7884302 29571174 29571174 Publicly-traded Securities 3932448 1828784 2103664 2103664 Passthrough K1 Capital Gain/(Loss) 4066071 6169735 93503 93503 93503 21300 0 78600 99900 X 2065 4332 4332 false false false false false false false true true GA true false true 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 Leigh Z Connolly Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec 0.0 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 Balentine LLC 3344 Peachtree Road NE Suite 2200 Atlanta GA 30326 Investment Mgmt 52896 11574296 2799793 8686777 23060866 0 23060866 345913 22714953 1135748 1135748 93503 93503 1042245 1042245 1042245 652994 0 0 0 0 652994 1042245 2021 2020 2019 807220 100215 907435 652994 652994 0 389251 389251 518184 0 417969 100215 100215 Catherine Greer Connolly John L Connolly John L Connolly Jr Leigh Z Connolly X AGAPE COMMUNITY CENTER INC 2210 MARIETTA BLVD NW ATLANTA GA 30318 N/A PC General & Unrestricted 5000 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 General & Unrestricted 15000 ATLANTA POLICE FOUNDATION INC 191 PEACHTREE ST NE STE 191 ATLANTA GA 30303 N/A PC General & Unrestricted 10000 ATLANTA UNION MISSION CORPORATION HCSR 2353 BOLTON RD NW ATLANTA GA 30318 N/A PC General & Unrestricted 25000 AUBURN UNIVERSITY FOUNDATION 317 S COLLEGE ST AUBURN AL 36849 N/A PC ASTHMA CAMP EAGLE fund 5000 BACKSTRETCH EMPLOYEE SERVICE TEAM OF NEW YORK INC 2150 HEMPSTEAD TPKE 28B ELMONT NY 11003 N/A PC General & Unrestricted 1000 BOBBY DODD INSTITUTE INC 2120 MARIETTA BLVD NW ATLANTA GA 30318 N/A PC General & Unrestricted 10000 CAMP TWIN LAKES INC 1100 SPRING ST NW STE 406 ATLANTA GA 30309 N/A PC Camper Scholarship Program 25000 CHEROKEE EMPLOYEE SCHOLARSHIP FOUNDATION INC 155 W PACES FERRY RD NW ATLANTA GA 30305 N/A PC General & Unrestricted 1000 CHILDRENS HEALTHCARE OF ATLANTA FOUNDATION 1575 NORTHEAST EXPY ATLANTA GA 30329 N/A PC SupportHughes fund 5000 CITY OF REFUGE INC 1300 JOSEPH E BOONE BLVD NW ATLANTA GA 30314 N/A PC General & Unrestricted 50000 COTA CHILDRENS ORGAN TRANSPLANT ASSOCIATION INC 2501 W COTA DR BLOOMINGTON IN 47403 N/A PC General & Unrestricted 1500 CURE CHILDHOOD CANCER INC 200 ASHFORD CENTER N STE 250 ATLANTA GA 30338 N/A PC Pediatric Brain Tumor Research Initiative 10000 CYSTIC FIBROSIS FOUNDATION - GA CHAPTER 57 EXECUTIVE PARK S STE 380 ATLANTA GA 30329 N/A PC General & Unrestricted 5000 EAST LAKE FOUNDATION INC 2606 ALSTON DR SE ATLANTA GA 30317 N/A PC College Career and Readiness Program 25000 GEORGE WEST MENTAL HEALTH FOUNDATION INC 1961 N DRUID HILLS RD NE BROOKHAVEN GA 30329 N/A PC Mark C. West Financial Aid Program 50000 GEORGIA JUSTICE PROJECT INC 438 EDGEWOOD AVE SE ATLANTA GA 30312 N/A PC General & Unrestricted 50000 GRAYSON-JOCKEY CLUB RESEARCH FOUNDATION 250 PARK AVE STE 2020 NEW YORK NY 10177 N/A PC General & Unrestricted 15000 KIDZ 2 LEADERS INC 1640 POWERS FERRY ROAD BLDG 15 MARIETTA GA 30067 N/A PC General & Unrestricted 7500 PEACHTREE ROAD METHODIST CHURCH 3180 PEACHTREE RD NE ATLANTA GA 30305 N/A PC The Preschool / Masters Partee 2024 fund 2500 RACE TRACK CHAPLAINCY OF AMERICA 2150 HEMPSTEAD TPKE ELMONT NY 11003 N/A PC Sponsor a Family For Christmas 2023 fund 1000 SOCCER IN THE STREETS INC 130 BLVD NE SUITE 1 ATLANTA GA 30312 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 THOROUGHBRED RETIREMENT FOUNDATION 112 SPRING ST STE 109 SARATOGA SPGS NY 12866 N/A PC General & Unrestricted 1000 WASHINGTON & LEE UNIVERSITY 204 WEST WASHINGTON ST LEXINGTON VA 24450 N/A PC Annual Giving for Area of Greatest Need 5000 WILLIAM J PALMER PARKS FOUNDATION INC 102 S TEJON ST STE 920 COLORADO SPGS CO 80903 N/A PC Economic Empowerment fund 25000 YEAR UP INC PO BOX 412812 BOSTON MA 02241 N/A PC Year Up Atlanta fund 50000 628357 14 21433 14 255159 18 4537325 K-1 Inc/Loss 14 750023 5563940 5563940 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 3461195 X 1 ISHARES TRUST RUSSELL 1000 GROWTH INDEX IWF, 5525 sh. 1683468 2023-12-28 1 PRIMECAP ODYSSEY GROWTH FUND POGRX, 11414.972 sh. 157163 2023-12-28 1 PRIMECAP ODYSSEY AGGRESSIVE GROWTH FUND POAGX, 16918.535 sh. 730881 2023-12-28 1 PRIMECAP ODYSSEY GROWTH FUND POGRX, 11533.972 sh. 158802 2023-12-28 1 PRIMECAP ODYSSEY AGGRESSIVE GROWTH FUND POAGX, 16918.535 sh. 730881 2023-12-28 Form 926 Form 926 The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. AMERICAN FUNDS MULTI-SECTOR IN 1278923 1281440 CAPITAL GROUP CORE EQUITY ETF 589792 613782 CAPITAL GROUP DIVIDEND VALUE 1427195 1576608 CAPITAL GROUP GLOBAL GROWTH EQ 1401192 1596237 DODGE & COX INCOME FUND 1556532 1543353 DODGE & COX STOCK 1502230 1571189 FIDELITY ADVISOR TOTAL BOND CL 1807830 1793843 INVESCO QQQ TRUST 964311 1123513 ISHARE SP SMALL CAP 600 INDEX 1012598 1035775 JPMORGAN CORE PLUS BOND FUND 1295851 1283584 JPMORGAN INCOME FUND CL I 1524212 1534362 SPDR PORTFOLIO LARGE CAP ETF 2867079 3252288 THE BOND FD OF AMERICA, CLASS 1811941 1789872 VANGARD RUSSELL 1000 GROWTH 945654 1123093 VANGUARD MID-CAP ETF 974704 1024325 VANGUARD TOTAL STOCK MARKET ET 1919879 2153456 VANGUARD VALUE ETF 1454932 1550844 TCG BALANCED (FKA NEW PROVIDEN 4167561 6077593 Administrative Fees 23961 23961 K-1 Exp TCG BALANCED (FKA NEW 382327 382309 K-1 Inc/Loss TCG BALANCED (FKA NEW PROVIDENCE BAL 750023 749732 Investment Management Services 86891 86891 Yeaman's Liquid LP FBO 3060 Peachtree Rd Ste 1545 Atlanta GA 30305 990-PF Estimated Tax for 2024 17600 IRS MISCELLANEOUS FEE EXPENSE 1021