James W Kelly Trust fbo WCCRE Scholarship Fund
James W Kelly Trust fbo WCCRE Scholarship Fund 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.
James W Kelly Trust fbo WCCRE Scholarship Fund at a glance
In short: James W Kelly Trust fbo WCCRE Scholarship Fund gave $167K across 3 grants in 2021 (avg $56K), mostly in California. Source: 2021 IRS Form 990-PF.
- Annual giving (2021)
- $166,517
- +2181.7% vs 2020
- Grants made (2021)
- 3
- +200.0% vs 2020
- Average grant
- $55,506
- +660.6% vs 2020
- Median grant
- $19,904
- Primary geography
- California (100% of itemized 2021 grant dollars)
- Latest 990 filing
- Form 990-PF, 2021 View filing
Data from IRS Form 990-PF, 2021; updated September 2026.
Who James W Kelly Trust fbo WCCRE Scholarship Fund funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2021
The largest 2021 recipient was East Bay Community Foundation ($164K across 2 grants). Together the top 2 received $167K.
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 3 grants of 4 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2021 grant dollars across all 3 itemized grants.
States
Cities
How James W Kelly Trust fbo WCCRE Scholarship Fund 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2021, annual grant giving ranged from $7K (2020) to $167K (2021). In 2021 it made 3 grants totaling $167K.
Grants by year
Grant recipients and amounts by year
| 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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2021 | — | $2,026 | $168,945 | $166,517 | 3 | $166,517 | — | $7,178 |
| 2020 | $113,418 | $15,574 | $12,384 | $7,298 | 1 | — | $12,936 | $7,395 |
Under IRS private-foundation payout rules, James W Kelly Trust fbo WCCRE Scholarship Fund reported a distributable amount of $7K for 2021 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
James W Kelly Trust fbo WCCRE Scholarship Fund's only listed officer is Mechanics Bank Wealth Mgmt, Trustee on every filing since 2020 (compensated).
Officers on the 2021 filing
Mechanics Bank Wealth Mgmt
Trustee
On filings since 2020
$1K (2020) → $1K (2021)
Data from IRS Form 990 filings, 2020–2021. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2021 IRS filing
The highest reported compensation on the 2021 filing was $1K, to Mechanics Bank Wealth Mgmt (Trustee).
Frequently asked questions about James W Kelly Trust fbo WCCRE Scholarship Fund
How much does James W Kelly Trust fbo WCCRE Scholarship Fund give each year?
James W Kelly Trust fbo WCCRE Scholarship Fund gave $167K across 3 grants in 2021, according to its 2021 IRS Form 990-PF. In 2020 it gave $7K across 1 grant.
What is James W Kelly Trust fbo WCCRE Scholarship Fund's typical grant size?
James W Kelly Trust fbo WCCRE Scholarship Fund's median grant in 2021 was $19,904, and its average grant was $55,506, across 3 grants on its 2021 IRS Form 990-PF.
Where does James W Kelly Trust fbo WCCRE Scholarship Fund give grants?
James W Kelly Trust fbo WCCRE Scholarship Fund gives mostly in California: 100% of the grant dollars itemized on its 2021 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Oakland, CA (2 grants).
Does James W Kelly Trust fbo WCCRE Scholarship Fund give general operating support?
Not in 2021: none of the 3 grants with a stated purpose on James W Kelly Trust fbo WCCRE Scholarship Fund's 2021 IRS Form 990-PF were described as general or operating support.
What is James W Kelly Trust fbo WCCRE Scholarship Fund?
James W Kelly Trust fbo WCCRE Scholarship Fund is a private foundation focused on Education, based in Walnut Creek, CA.
How much is James W Kelly Trust fbo WCCRE Scholarship Fund 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 Scholarship Fund 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 Scholarship Fund's EIN?
James W Kelly Trust fbo WCCRE Scholarship Fund's EIN (Employer Identification Number) is 54-6576124. IRS Form 990 filing data is available on this page for 2020–2021.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2021
Live grants for the work James W Kelly Trust fbo WCCRE Scholarship Fund funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in James W Kelly Trust fbo WCCRE Scholarship Fund's focus areas in our free grants database
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