Janice S Kelly Memorial Foundation

Private foundation · Grantmaker Sarasota, FL EIN: 65-6369744

The Janice S Kelly Memorial Foundation is a private foundation based in Sarasota, Florida. Its 2025 filing lists grants to charitable organizations in Florida and North Carolina, including organizations working in health care, social services, youth programs, and education.

Key facts about Janice S Kelly Memorial Foundation

In short: Janice S Kelly Memorial Foundation gave $106K across 12 grants in 2025 (avg $9K), mostly in Florida. 58% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
65-6369744
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$106,000
Grants made (2025)
12
Average grant
$8,833
Median grant
$7,500
New grantees (estimate)
58% first-time grantees (7 of 12, 2025; small sample)
Total assets
$1,832,589
Primary geography
Florida (86% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.8M

-4.8% YoY

Annual Giving

$106K

+51.4% YoY

Grant Count

12

+50.0% YoY

Avg Grant Size

$9K

+1.0% YoY

Under IRS private-foundation payout rules, Janice S Kelly Memorial Foundation reported a distributable amount of $113K for 2025 — the minimum it must pay out in qualifying distributions.

Is Janice S Kelly Memorial Foundation open to new grantees?

58%

first-time grantees, 2025

In 2025, 7 of 12 grantees (58%) were first-time recipients. With only 12 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $8K; repeat grants $10K. How we count

Medians: $5K first-time, $10K repeat.

  • 42% of 2025 grantees were also funded in 2024. Method
  • Giving grew 41% from 2022 to 2025. Method
  • In 2025 it paid out 112% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants include support for health care organizations, social-service organizations, youth programs, and a charter school foundation. Sarasota Memorial Healthcare Foundation describes its role as helping Sarasota Memorial Health Care System bring world-class care to the community. Stillpoint Mission describes its work as assisting homeless and poor people with food, clothing, hygiene products, and financial assistance. Boys & Girls Club of the Plateau says it aims to help young people reach their full potential as productive, caring, responsible citizens. These are the grantees’ descriptions of their own work.

Grantmaking

In 2025, the foundation awarded 12 grants totaling $106,000. Grants ranged from $1,000 to $25,000, with a median of $7,500.

The largest awards included $25,000 to Moffitt Cancer Center Foundation for general support; $15,000 to Sarasota Memorial Healthcare Foundation for “Rock the Roof 2025”; and $10,000 each to the Salvation Army, Sarasota Medical Pregnancy Center, Stillpoint Mission, and Summitt Charter School Foundation. Other listed recipients included Big Brothers Big Sisters of the Sun Coast, Boys & Girls Club of the Plateau, Make-A-Wish Southern Florida, Safe Children’s Coalition, The Tree Foundation, and The Boone Foundation.

How to Apply

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

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Geographic Focus

Where this funder awards grants

In 2025, 86% of grant dollars went to recipients in Florida and 14% to recipients in North Carolina.

Grant Distribution by State

4states

Share of 2025 grant dollars across all 12 itemized grants.

Cities

SarasotaBradentonMemphisTampaCaryCashierCashiersGreenvilleOrlando

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K7 grants2019 7 grants2020 11 grants2021 6 grants2022 7 grants2023 8 grants2024 12 grants2025

From 2019 to 2025, annual grant giving ranged from $70K (2024) to $146K (2021). In 2025 it made 12 grants totaling $106K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Moffitt Cancer Center Foundation: $25KMoffitt Cancer CenterFoundation$25KSarasota Memorial Healthcare Foundation: $15KSarasota Memorial HealthcareFoundation$15KSalvation Army: $10KSalvation Army$10KSarasota Medical Pregnancy Center: $10KSarasota Medical PregnancyCenter$10KStillpoint Mission: $10KStillpoint Mission$10KSummitt Charter School Foundation: $10KSummitt Charter SchoolFoundation$10KBig Brothers Big Sisters of the Sun Coast: $5KBig Brothers Big Sisters ofthe Sun Coast$5KBoys & Girls Club of the Plateau: $5KBoys & Girls Club of thePlateau$5KMake a Wish Southern Florida: $5KMake a Wish Southern Florida$5KSafe Children's Coalition: $5KSafe Children's Coalition$5K

The largest 2025 recipient was Moffitt Cancer Center Foundation ($25K). Together the top 10 received $100K.

Grant Size Distribution

44 grants across all recorded years

43<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 43 grants of 44 (98%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Moffitt Cancer Center Foundation Tampa, FLGeneral$25,000
Sarasota Memorial Healthcare Foundation Sarasota, FLRock the Roof 2025$15,000
Salvation Army Sarasota, FLGeneral$10,000
Sarasota Medical Pregnancy Center Sarasota, FLGeneral$10,000
Stillpoint Mission Bradenton, FLGeneral$10,000
Summitt Charter School Foundation Cashiers, NCGeneral$10,000
Big Brothers Big Sisters of the Sun Coast Sarasota, FLGeneral$5,000
Boys & Girls Club of the Plateau Cashier, NCGeneral$5,000
Make a Wish Southern Florida Sarasota, FLGeneral$5,000
Safe Children's Coalition Sarasota, FLYouth Shelter$5,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $1,832,589 $79,131 $171,227 $106,000 (12)
2024 $1,924,685 $82,112 $111,009 $70,000 (8)
2023 $1,953,582 $37,409 $157,190 $87,500 (7)
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,832,589$1,924,685$1,953,582
Revenue$79,131$82,112$37,409
Expenses$171,227$111,009$157,190
Qualifying Distributions$126,052$89,063$107,740
Net Investment Income$33,992$60,166—
Distributable Amount$112,661$112,638$112,265

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS April 6, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 22, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 11, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 3, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Charles R Baumann CPA and Wayne F Seitl PA as co-trustees.

Janice S Kelly Memorial Foundation's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Charles R. Baumann CPA

    Co-Trustee

    On filings since 2019

    4 hrs/week

    $14K (2019) → $15K (2025)

  • Wayne F. Seitl Pa

    Co-Trustee

    On filings since 2019

    4 hrs/week

    $14K (2019) → $15K (2025)

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Charles R Baumann CPA — Co-Trustee: $15KCharles R Baumann CPACo-Trustee$15KWayne F Seitl PA — Co-Trustee: $15KWayne F Seitl PACo-Trustee$15K

The highest reported compensation on the 2025 filing was $15K, to Charles R Baumann CPA (Co-Trustee). 2 officers or directors reported compensation on that filing.

Contact

Mailing address: 1990 Main Street 801, Sarasota, FL 34236
Phone: (941) 365-4617

Frequently asked questions about Janice S Kelly Memorial Foundation

How much does Janice S Kelly Memorial Foundation give each year?

Janice S Kelly Memorial Foundation gave $106K across 12 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $70K across 8 grants.

What is Janice S Kelly Memorial Foundation's typical grant size?

Janice S Kelly Memorial Foundation's median grant in 2025 was $7,500, and its average grant was $8,833, across 12 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Janice S Kelly Memorial Foundation that year got $8K on average.

Where does Janice S Kelly Memorial Foundation give grants?

Janice S Kelly Memorial Foundation gives mostly in Florida: 86% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was North Carolina (14%). The most frequent recipient cities were Sarasota, FL (7 grants).

Does Janice S Kelly Memorial Foundation give general operating support?

Yes: 83% of Janice S Kelly Memorial Foundation's 2025 grants with a stated purpose (10 of 12) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Janice S Kelly Memorial Foundation's largest grantees?

Janice S Kelly Memorial Foundation's largest 2025 grantees include Moffitt Cancer Center Foundation ($25,000), Sarasota Memorial Healthcare Foundation ($15,000) and Salvation Army ($10,000), according to its 2025 IRS Form 990-PF. Together they received 47% of its itemized 2025 grant dollars.

How large is Janice S Kelly Memorial Foundation?

Janice S Kelly Memorial Foundation reported $1.8M in total assets on its 2025 IRS Form 990-PF. It paid out $126K in qualifying distributions that year, against a required minimum of $113K (roughly 5% of its investment assets).

What does Janice S Kelly Memorial Foundation fund?

No mission statement for the foundation is provided. Its 2025 grants include support for health care organizations, social-service organizations, youth programs, and a charter school foundation. See mission & focus areas ↑

How do I apply for a grant from Janice S Kelly Memorial Foundation?

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Janice S Kelly Memorial Foundation's EIN?

Janice S Kelly Memorial Foundation's EIN (Employer Identification Number) is 65-6369744. IRS Form 990 filing data is available on this page for 2019–2025.

Does Janice S Kelly Memorial Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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