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.
Key facts about James W Kelly Trust fbo WCCRE
- EIN
- 54-6576124
- Latest 990 filing
- Form 990-PF, 2021
- Annual giving (2021)
- $166,517
- Grants made (2021)
- 3
- Average grant
- $55,506
- Median grant
- $19,904
- Primary geography
- California (100% of itemized 2021 grant dollars)
Data from IRS Form 990-PF, 2021; updated September 2026.
Who James W Kelly Trust fbo WCCRE funds
By grant dollars, the top recipient states for James W Kelly Trust fbo WCCRE's 3 itemized 2021 grants were California (100%). The most frequent recipient cities were Oakland, CA (2 grants). None of its 3 grants with a stated purpose were described as general or operating support.
How James W Kelly Trust fbo WCCRE gives
- In 2021 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with James W Kelly Trust fbo WCCRE
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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
Share of all 3 itemized 2021 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2021
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 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 recipients include East Bay Community Foundation ($163,646 across 2 grants), Wccre Scholarship Fund ($2,871).
| Recipient | Purpose | Amount |
|---|---|---|
| EAST BAY COMMUNITY FOUNDATION Oakland, CA | CREATE ENDOWED KELLY ENDOWED SCHOLARSHIP FUND TO ADMINISTER TRUST FUNDS GOING FORWARD | $143,742 |
| EAST BAY COMMUNITY FOUNDATION Oakland, CA | CREATE ENDOWED KELLY ENDOWED SCHOLARSHIP FUND TO ADMINISTER TRUST FUNDS GOING FORWARD | $19,904 |
| WCCRE SCHOLARSHIP FUND El Cerrito, CA | fund scholarships provided by the charity | $2,871 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2021 IRS filing
From 2021 IRS 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 September 2026. Sourced from IRS Form 990-PF filings.