Emma M Kelly Charitable Trust

LACONIA, NH EIN: 20-6024181

Emma M Kelly Charitable Trust is a private foundation, based in LACONIA, NH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $85K in total assets. In 2024, it awarded 4 grants totaling $14K. Net investment income was $10K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$85K

-7.8% YoY

Annual Giving

$14K

-27.3% YoY

Grant Count

4

-50.0% YoY

Avg Grant Size

$4K

+45.5% YoY

Under IRS private-foundation payout rules, Emma M Kelly Charitable Trust reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.

About Emma M Kelly Charitable Trust

Based on IRS filings

Emma M Kelly Charitable Trust is a private foundation, based in LACONIA, NH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $85K in total assets. In 2024, it awarded 4 grants totaling $14K. Net investment income was $10K.

Ready to take the next step with Emma M Kelly Charitable Trust?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

BostonConcordCornish FlatEnfieldFarmingtonHanoverLaconiaLebanonManchesterPlymouthPortsmouthWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$7K$14K$21K$29K20202021202220232024
Metric202420232022
Total Assets$84,578$91,782$96,293
Revenue$3,482$3,445$7,130
Expenses$18,752$23,670$25,925
Qualifying Distributions$17,017$21,994$22,509
Net Investment Income$9,945$17,625$3,856
Distributable Amount$13,936$12,278$12,911

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$11K$16K$22K7 grants20206 grants20217 grants20228 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Sustainable Harvest Int'l$5KRain for the Sahal & Sah…$5KHospice Help Foundation$3KNH-VT Palliative Services$2K

Grant Size Distribution

32 grants across all recorded years

32<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Sustainable Harvest Int'l ($5,000), Rain for the Sahal & Sahara ($5,000), Hospice Help Foundation ($2,500).

RecipientPurposeAmount
Sustainable Harvest Int'l Washington, DCGeneral$5,000
Rain for the Sahal & Sahara Portsmouth, NHGeneral$5,000
Hospice Help Foundation Portsmouth, NHGeneral$2,500
NH-VT Palliative Services Cornish Flat, NHGeneral$1,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Margaret A Demos EsqTrustee$3K

From 2024 filing

NameTitleHoursCompensation
Margaret A Demos EsqTrustee2$2,829

Frequently Asked Questions

How large is Emma M Kelly Charitable Trust?

As of 2024, Emma M Kelly Charitable Trust holds $85K in total assets with $3K in annual revenue. It awarded 4 grants totaling $14K in 2024.

Where does Emma M Kelly Charitable Trust operate?

Emma M Kelly Charitable Trust has awarded grants in District of Columbia, Massachusetts, New Hampshire.

What size grants does Emma M Kelly Charitable Trust award?

In 2024, Emma M Kelly Charitable Trust awarded 4 grants totaling $14K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Emma M Kelly Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Emma M Kelly Charitable Trust reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Emma M Kelly Charitable Trust's EIN?

Emma M Kelly Charitable Trust's EIN (Employer Identification Number) is 20-6024181. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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