Kelly Charitable Remainder Ann Tr
Kelly Charitable Remainder Ann Tr is a private foundation, based in Los Angeles, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it awarded 7 grants totaling $100K. Net investment income was $139K.
Key facts about Kelly Charitable Remainder Ann Tr
In short: Kelly Charitable Remainder Ann Tr gave $100K across 7 grants in 2025 (avg $14K), mostly in California. Source: 2025 IRS Form 990-PF.
- EIN
- 95-7108645
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $100,000
- Grants made (2025)
- 7
- Average grant
- $14,286
- Median grant
- $10,000
- Total assets
- $1,493,908
- Primary geography
- California (80% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.5M
+1.6% YoY
Annual Giving
$100K
-39.4% YoY
Grant Count
7
+0.0% YoY
Avg Grant Size
$14K
-39.4% YoY
Under IRS private-foundation payout rules, Kelly Charitable Remainder Ann Tr reported a distributable amount of $95K for 2025 — the minimum it must pay out in qualifying distributions.
How Kelly Charitable Remainder Ann Tr gives
- Giving held roughly steady from 2022 to 2025 (+18%). Method
- In 2025 it paid out 119% of 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
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $42K (2020) to $165K (2024). In 2025 it made 7 grants totaling $100K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Masonic Homes of California ($20K). Together the top 7 received $100K.
Grant Size Distribution
35 grants across all recorded years
The most common grant size was under $50K: 35 grants of 35 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Masonic Homes of California San Francisco, CA | Add to endowment to operate senior's homes in California. | $20,000 |
| Masonic Villages of the Grand Lodge Elizabethtown, PA | Assist Operating Children's Home | $20,000 |
| Shriners Hospitals for Children Pasadena, CA | Provide medical care for children with specialty pediatric and orthopedic conditions. | $20,000 |
| California Scottish Rite Foundation Santa Ana, CA | Assist Children with Speech, Language and Literacy Disorders. | $10,000 |
| John Tracy Clinic Los Angeles, CA | Provide Parent-Centered Services to Children with Hearing Loss. | $10,000 |
| Momentum Agencies Woodland Hills, CA | Foster independence for peope with disabilities and medical conditions. | $10,000 |
| Wayfinder Family Services Los Angeles, CA | Assist Families with Visual Impairment and Disabilities. | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,493,908 | $1,470,246 | $1,528,727 |
| Revenue | $151,186 | $134,900 | $78,373 |
| Expenses | $127,524 | $193,381 | $110,499 |
| Qualifying Distributions | $113,219 | $180,743 | $97,975 |
| Net Investment Income | $139,393 | $123,177 | $65,849 |
| Distributable Amount | $95,277 | $92,028 | $88,659 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 31, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 14, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 24, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
Leadership & Key People
Officers and directors from IRS filings
Kelly Charitable Remainder Ann Tr is led by Laurence K. Gould Jr., Trustee on every filing since 2019 — the only officer listed, and compensated.
Officers on the 2025 filing
Laurence K. Gould Jr.
Trustee
On filings since 2019
3.3 hrs/week
$17K (2019) → $14K (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
The highest reported compensation on the 2025 filing was $14K, to Laurence K Gould Jr (Trustee).
Frequently asked questions about Kelly Charitable Remainder Ann Tr
How much does Kelly Charitable Remainder Ann Tr give each year?
Kelly Charitable Remainder Ann Tr gave $100K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $165K across 7 grants.
What is Kelly Charitable Remainder Ann Tr's typical grant size?
Kelly Charitable Remainder Ann Tr's median grant in 2025 was $10,000, and its average grant was $14,286, across 7 grants on its 2025 IRS Form 990-PF.
Where does Kelly Charitable Remainder Ann Tr give grants?
Kelly Charitable Remainder Ann Tr gives mostly in California: 80% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Pennsylvania (20%). The most frequent recipient cities were Los Angeles, CA (2 grants).
Does Kelly Charitable Remainder Ann Tr give general operating support?
Yes: 14% of Kelly Charitable Remainder Ann Tr's 2025 grants with a stated purpose (1 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Kelly Charitable Remainder Ann Tr's largest grantees?
Kelly Charitable Remainder Ann Tr's largest 2025 grantees include Masonic Homes of California ($20,000), Masonic Villages of the Grand Lodge ($20,000) and Shriners Hospitals for Children ($20,000), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Kelly Charitable Remainder Ann Tr?
Kelly Charitable Remainder Ann Tr reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $113K in qualifying distributions that year, against a required minimum of $95K (roughly 5% of its investment assets).
What is Kelly Charitable Remainder Ann Tr's EIN?
Kelly Charitable Remainder Ann Tr's EIN (Employer Identification Number) is 95-7108645. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Kelly Charitable Remainder Ann Tr by hand.
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