Kelley Foundation Inc

MOCKSVILLE, NC EIN: 26-1470777

Kelley Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MOCKSVILLE, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 3 grants totaling $36K. Net investment income was $33K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.0M

+7.6% YoY

Annual Giving

$36K

-0.1% YoY

Grant Count

3

-50.0% YoY

Avg Grant Size

$12K

+99.7% YoY

Under IRS private-foundation payout rules, Kelley Foundation Inc reported a distributable amount of $60K for 2024 — the minimum it must pay out in qualifying distributions.

About Kelley Foundation Inc

Based on IRS filings

Kelley Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MOCKSVILLE, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 3 grants totaling $36K. Net investment income was $33K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

AdvanceBooneCharlotteClemmonsMineralMocksvilleWinstonsalem

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$242K$484K$725K$967K20202021202220232024
Metric202420232022
Total Assets$1,985,196$1,844,344$1,007,114
Revenue$191,526$879,208$48,223
Expenses$50,159$41,797$25,995
Qualifying Distributions$36,050$36,100$24,000
Net Investment Income$33,223$13,658$13,040
Distributable Amount$60,242$47,428$47,495

Giving Over Time

Total grant dollars and number of grants per year

$0$11K$22K$33K$43K5 grants20204 grants20214 grants20226 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

YOUNG LIFE$18KGREEN MEADOWS BAPTIST CH…$14KPICA FOUNDATION SCHOLARS…$4K

Grant Size Distribution

22 grants across all recorded years

22<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Young Life ($18,050), Green Meadows Baptist Church ($14,000), Pica Foundation Scholarship Fund ($4,000).

RecipientPurposeAmount
GREEN MEADOWS BAPTIST CHURCH MOCKSVILLE, NCGENERAL OPERATIONS$14,000
YOUNG LIFE ADVANCE, NCGENERAL OPERATIONS$18,050
PICA FOUNDATION SCHOLARSHIP FUND CHARLOTTE, NCGENERAL OPERATIONS$4,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
LYNNE STAPLETON KELLEYPRESIDENT2
PHILIP D KELLEY JRTREASURER2

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Kelley Foundation Inc?

Kelley Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MOCKSVILLE, NC. It holds $2.0M in total assets as of 2024.

How large is Kelley Foundation Inc?

As of 2024, Kelley Foundation Inc holds $2.0M in total assets with $192K in annual revenue. It awarded 3 grants totaling $36K in 2024.

Where does Kelley Foundation Inc operate?

Kelley Foundation Inc has awarded grants in North Carolina, Virginia.

What size grants does Kelley Foundation Inc award?

In 2024, Kelley Foundation Inc awarded 3 grants totaling $36K — an average of about $12K per grant, based on its IRS Form 990 filings.

How much is Kelley Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Kelley Foundation Inc reported a distributable amount of $60K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Kelley Foundation Inc's EIN?

Kelley Foundation Inc's EIN (Employer Identification Number) is 26-1470777. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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