James W Kelly Trust fbo WCCRE Scholarship Fund

Private foundation · Grantmaker Walnut Creek, CA EIN: 54-6576124

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.

Key facts about James W Kelly Trust fbo WCCRE Scholarship Fund

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.

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.

Financial Overview

From 2021 IRS Form 990-PF · View filing

Total Assets

—

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 Scholarship Fund reported a distributable amount of $7K for 2021 — the minimum it must pay out in qualifying distributions.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2021 grant dollars across all 3 itemized grants.

States

Cities

El CerritoOakland

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K1 grant2020 3 grants2021

From 2020 to 2021, annual grant giving ranged from $7K (2020) to $167K (2021). In 2021 it made 3 grants totaling $167K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2021

East Bay Community Foundation: $164K across 2 grantsEast Bay Community Foundation$164K · 2 grantsWCCRE Scholarship Fund: $3KWCCRE Scholarship Fund$3K

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

3<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 3 grants of 4 (75%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
East Bay Community Foundation Oakland, CACreate endowed kelly endowed scholarship fund to administer trust funds going forward$143,742
East Bay Community Foundation Oakland, CACreate endowed kelly endowed scholarship fund to administer trust funds going forward$19,904
WCCRE Scholarship Fund El Cerrito, CAfund scholarships provided by the charity$2,871

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2020 2021
Metric20212020
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

  1. IRS filings on file for fiscal years 2020–2021

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

Mechanics Bank Wealth Mgmt — Trustee: $1KMechanics Bank Wealth…Trustee$1K

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.

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