2014-05-14T10:56:34-05:00 2013-12-31 390859910 BAKER TILLY VIRCHOW KRAUSE LLP PO BOX 7398 MADISON WI 537077398 990PF 2013-01-01 392030686 KELLY FAMILY FOUNDATION INC KELL 6082744789 401 CHARMANY DRIVE NO 320 MADISON WI 53719 TERENCE KELLY PRESIDENT 6082744789 2014-05-14 1 JAMES E ROSE P00089463 6082496622 2014-05-14 X 2013 2015-12-30 17:16:21Z X 97118 X X 5030 5030 26895 332836 26895 31925 31925 0 0 0 2826 1413 1413 2417 2417 0 236 236 0 89 89 0 5568 4155 1413 184502 184502 190070 4155 185915 -158145 27770 46421 1204 1204 179128 49214 57871 22221 39224 37974 86 69 69 247856 89711 97118 0 0 X 0 0 0 0 247856 89711 247856 89711 247856 89711 247856 -158145 0 89711 0 89711 US BANK - SEE ATTACHED P 2013-12-31 126392 129496 -3104 -3104 US BANK - SEE ATTACHED P 2013-12-31 205169 172194 32975 32975 US BANK - WASH SALE P 2013-12-31 90 90 90 JP MORGAN CHASE CO P 2011-08-01 2013-12-31 4251 -4251 -4251 CAPITAL GAIN DIVIDENDS P 1185 1185 1185 26895 0 161759 106653 1.516685 112457 58518 1.921751 301876 248655 1.214036 115447 200776 0.575004 147916 444966 0.332421 5.559897 1.111979 190482 211812 278 212090 185915 555 0 555 0 555 0 X 5 560 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 1 0 0 1 N/A TERRY KELLY 6082744789 401 CHARMANY DRIVE SUITE 320 MADISON WI 53719 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TERRY KELLY 401 CHARMANY DRIVE SUITE 320 MADISON WI 53719 SECRETARY/TREASURER 0.50 0 0 0 MARY KELLY 401 CHARMANY DRIVE SUITE 320 MADISON WI 53719 PRESIDENT 0.50 0 0 0 CHRISTOPHER KELLY 401 CHARMANY DRIVE SUITE 320 MADISON WI 53719 VICE-PRESIDENT 0.50 0 0 0 MATTHEW KELLY 401 CHARMANY DRIVE SUITE 320 MADISON WI 53719 VICE-PRESIDENT 0.50 0 0 0 NONE 0 NONE 0 0 180797 12586 0 193383 0 0 193383 2901 190482 9524 9524 555 555 8969 0 8969 0 8969 185915 0 185915 0 185915 8969 0 0 125836 108514 302077 114378 161977 812782 185915 0 0 185915 0 0 8969 8969 989728 0 0 0 0 0 0 116867 872861 108514 302077 114378 161977 185915 X ALDO LEOPOLD NATURE CENTER 300 FEMRITE DRIVE MONONA WI 53716 N/A NOT FOR PROFIT ORGAN GENERAL OPERATING EXPENSES 21000 AMERICAN FAMILY CHILDREN'S HOSPITAL 1675 HIGHLAND AVE MADISON WI 53792 N/A NOT FOR PROFIT ORGAN GENERAL OPERATING EXPENSES 7651 ASSOCIATION OF FUNDRAISING PROFESSIONALS 4300 WILSON BLVD SUITE 300 ARLINGTON VA 22203 N/A NOT FOR PROFIT ORGAN GENERAL OPERATING EXPENSES 1000 CARE 151 ELLIS STREET NE ATLANTA GA 30303 N/A NOT FOR PROFIT ORGAN GENERAL OPERATING EXPENSES 2500 CHILDREN'S ONCOLOGY SERVICES 213 WEST INSTITUTE PLACE CHICAGO IL 60610 N/A NOT FOR PROFIT ORGAN GENERAL OPERATING EXPENSES 1000 CHILDREN INC 333 MADISON AVENUE COVINGTON KY 41011 N/A NOT FOR PROFIT ORGAN GENERAL OPERATING EXPENSES 100 COALITION TO STOP GUN VIOLENCE 1424 L STREET NW SUITE 2-1 WASHINGTON DC 20005 N/A NOT FOR PROFIT ORGAN GENERAL OPERATING EXPENSES 2500 CONNECT HOUSE SOBER LIVING FOUNDATION INC PO BOX 5414 MADISON WI 53705 N/A NOT FOR PROFIT ORGAN GENERAL OPERATING EXPENSES 5000 DEER PARK BUDDHIST CENTER 4548 SCHNEIDER DR OREGON WI 53575 N/A NOT FOR PROFIT ORGAN GENERAL OPERATING EXPENSES 1000 DOCTORS WITHOUT BORDERS 333 SEVENTH AVE 2ND FLOOR NEW YORK NY 10001 N/A NOT FOR PROFIT ORGAN GENERAL OPERATING EXPENSES 1000 FUTURE TRADITIONS FOUNDATION 2911 LA COMBADURA SANTA BARBARA CA 93105 N/A NOT FOR PROFIT ORGAN GENERAL OPERATING EXPENSES 6000 MADISON CHILDREN'S MUSEUM 100 N HAMILTON STREET MADISON WI 53703 N/A NOT FOR PROFIT ORGAN GENERAL OPERATING EXPENSES 2500 MADISON FESTIVALS INC 2981 CAHILL MAIN SUITE 2 MADISON WI 53711 N/A NOT FOR PROFIT ORGAN GENERAL OPERATING EXPENSES 4064 MADISON PUBLIC LIBRARY FOUNTAION 201 W MIFFLIN STREET MADISON WI 53703 N/A NOT FOR PROFIT ORGAN GENERAL OPERATING EXPENSES 16667 MADISON SYMPHONY ORCHESTRA 2222 W WASHINGTON AVE SUITE 460 MADISON WI 53703 N/A NOT FOR PROFIT ORGAN GENERAL OPERATING EXPENSES 5500 NUCLEAR AGE PEACE FOUNDATION 1187 COAST VILLAGE ROAD SUITE 1 SANTA BARBARA CA 93108 N/A NOT FOR PROFIT ORGAN GENERAL OPERATING EXPENSES 20000 ONE WISCONSIN INSTITUTE 152 W JOHNSON ST 214 MADISON WI 53703 N/A NOT FOR PROFIT ORGAN GENERAL OPERATING EXPENSES 10000 OVERTURE CENTER FOR THE ARTS 201 STATE STREET MADISON WI 53703 N/A NOT FOR PROFIT ORGAN GENERAL OPERATING EXPENSES 25000 PORCHLIGHT 306 N BROOKS ST MADISON WI 53715 N/A NOT FOR PROFIT ORGAN GENERAL OPERATING EXPENSES 1400 RECOVERY FOUNDATION INC 5005 UNIVERSITY AVENUE SUITE 100 MADISON WI 53705 N/A NOT FOR PROFIT ORGAN GENERAL OPERATING EXPENSES 5000 SAVE THE CHILDREN 54 WILTON ROAD WESTPORT CT 06880 N/A NOT FOR PROFIT ORGAN GENERAL OPERATING EXPENSES 10000 THE WILDERNESS SOCIETY 1615 M STREET NW WASHINGTON DC 20036 N/A NOT FOR PROFIT ORGAN GENERAL OPERATING EXPENSES 250 UNICEF 125 MAIDEN LANE NEW YORK NY 10038 N/A NOT FOR PROFIT ORGAN GENERAL OPERATING EXPENSES 10000 UNITED WAY 2059 ATWOOD AVE MADISON WI 53704 N/A NOT FOR PROFIT ORGAN GENERAL OPERATING EXPENSES 15600 UW CARBONE CANCER CENTER 600 HIGHLAND AVE K4/658 MADISON WI 53792 N/A NOT FOR PROFIT ORGAN GENERAL OPERATING EXPENSES 1000 WHALE TRUST PO BOX 243 MAKAWAO HI 96768 N/A NOT FOR PROFIT ORGAN GENERAL OPERATING EXPENSES 2500 WISCONSIN CHAMBER ORCHESTRA 321 E MAIN ST MADISON WI 53703 N/A NOT FOR PROFIT ORGAN GENERAL OPERATING EXPENSES 6270 184502 0 14 5030 14 26895 0 31925 0 31925 0 0 0 0 0 0 0 0 0 0 ACCOUNTING AND LEGAL FEES 2826 1413 1413 PURSUANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. US BANK BONDS - EQUITY INVESTMENTS 39224 37974 US BANK STOCKS - EQUITY INVESTMENTS 49214 57871 DIVIDENDS RECEIVABLE 86 69 69 MISCELLANEOUS 43 43 0 BANK CHARGES 36 36 0 LICENSES AND FILING FEES 10 10 0 INVESTMENT FEES 2417 2417 0 TERENCE KELLY 1007 HILLSIDE AVE MADISON WI 53705 MARY KELLY 1007 HILLSIDE AVE MADISON WI 53705 FOREIGN TAXES EXPENSE FROM INVESTMENTS 18 18 0 FEDERAL TAXES 218 218 0