James W Kelly Trust fbo WCCRE is a private foundation focused on Education, based in WALNUT CREEK, CA. IRS filing data is available from 2020 through 2021. In 2021, it awarded 3 grants totaling $167K.
Financial Overview
From 2021 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$167K
+2181.7% YoY
Grant Count
3
+200.0% YoY
Avg Grant Size
$56K
+660.6% YoY
Under IRS private-foundation payout rules, James W Kelly Trust fbo WCCRE reported a distributable amount of $7K for 2021 — the minimum it must pay out in qualifying distributions.
About James W Kelly Trust fbo WCCRE
Based on IRS filings
James W Kelly Trust fbo WCCRE is a private foundation focused on Education, based in WALNUT CREEK, CA. IRS filing data is available from 2020 through 2021. In 2021, it awarded 3 grants totaling $167K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2021 | 2020 |
|---|---|---|
| Total Assets | — | $113,418 |
| Revenue | $2,026 | $15,574 |
| Expenses | $168,945 | $12,384 |
| Qualifying Distributions | $166,517 | — |
| Net Investment Income | — | $12,936 |
| Distributable Amount | $7,178 | $7,395 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2021
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2021 grants, the largest include East Bay Community Foundation ($143,742), East Bay Community Foundation ($19,904), Wccre Scholarship Fund ($2,871).
| Recipient | Purpose | Amount |
|---|---|---|
| WCCRE SCHOLARSHIP FUND EL CERRITO, CA | fund scholarships provided by the charity | $2,871 |
| EAST BAY COMMUNITY FOUNDATION OAKLAND, CA | CREATE ENDOWED KELLY ENDOWED SCHOLARSHIP FUND TO ADMINISTER TRUST FUNDS GOING FORWARD | $19,904 |
| EAST BAY COMMUNITY FOUNDATION OAKLAND, CA | CREATE ENDOWED KELLY ENDOWED SCHOLARSHIP FUND TO ADMINISTER TRUST FUNDS GOING FORWARD | $143,742 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2021 IRS filing
From 2021 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Mechanics Bank Wealth Mgmt | Trustee | — | $1,111 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is James W Kelly Trust fbo WCCRE?
James W Kelly Trust fbo WCCRE is a private foundation focused on Education, based in WALNUT CREEK, CA. It holds — in total assets as of 2021.
Where does James W Kelly Trust fbo WCCRE operate?
James W Kelly Trust fbo WCCRE has awarded grants in California.
What size grants does James W Kelly Trust fbo WCCRE award?
In 2021, James W Kelly Trust fbo WCCRE awarded 3 grants totaling $167K — an average of about $56K per grant, based on its IRS Form 990 filings.
How much is James W Kelly Trust fbo WCCRE required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2021, James W Kelly Trust fbo WCCRE reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is James W Kelly Trust fbo WCCRE's EIN?
James W Kelly Trust fbo WCCRE's EIN (Employer Identification Number) is 54-6576124. IRS Form 990 filing data is available on this page for 2020–2021.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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