Kelly Charitable Remainder Ann Tr
Kelly Charitable Remainder Ann Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOS ANGELES, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 7 grants totaling $165K. Net investment income was $123K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.5M
-3.8% YoY
Annual Giving
$165K
+94.1% YoY
Grant Count
7
+0.0% YoY
Avg Grant Size
$24K
+94.1% YoY
Under IRS private-foundation payout rules, Kelly Charitable Remainder Ann Tr reported a distributable amount of $92K for 2024 — the minimum it must pay out in qualifying distributions.
About Kelly Charitable Remainder Ann Tr
Based on IRS filings
Kelly Charitable Remainder Ann Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOS ANGELES, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 7 grants totaling $165K. Net investment income was $123K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,470,246 | $1,528,727 | $1,560,853 |
| Revenue | $134,900 | $78,373 | $73,768 |
| Expenses | $193,381 | $110,499 | $114,758 |
| Qualifying Distributions | $180,743 | $97,975 | $100,475 |
| Net Investment Income | $123,177 | $65,849 | $58,485 |
| Distributable Amount | $92,028 | $88,659 | $90,837 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
36 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Masonic Homes of California ($33,000), Masonic Villages of the Grand Lodge ($33,000), Shriners Hospitals for Children ($33,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CALIFORNIA SCOTTISH RITE FOUNDATION SANTA ANA, CA | TEACH CHILDREN WITH APHASIA&DYSLEXIA | $16,500 |
| JOHN TRACY CLINIC LOS ANGELES, CA | ASSIST YOUNG DEAF CHILDREN AT CLINIC | $16,500 |
| MASONIC HOMES OF CALIFORNIA SAN FRANCISCO, CA | ADD TO ENDOWMENT TO OPERATE HOMES IN CA | $33,000 |
| MASONIC VILLAGES OF THE GRAND LODGE ELIZABETHTOWN, PA | ASSIST OPERATING CHILDREN'S HOME | $33,000 |
| MOMENTUM AGENCIES WOODLAND HILLS, CA | PROVIDE CARE TO CHILDREN WITH CEREBR | $16,500 |
| SHRINERS HOSPITALS FOR CHILDREN PASADENA, CA | PROVIDE MEDICAL CARE TO INDIGENT CHILDREN | $33,000 |
| WAYFINDER FAMILY SERVICES LOS ANGELES, CA | ASSIST YOUTH WITH EYESIGHT DIFFICULTIES | $16,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LAURENCE K GOULD JR | TRUSTEE | 3.25 | $13,500 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Kelly Charitable Remainder Ann Tr?
Kelly Charitable Remainder Ann Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOS ANGELES, CA. It holds $1.5M in total assets as of 2024.
How large is Kelly Charitable Remainder Ann Tr?
As of 2024, Kelly Charitable Remainder Ann Tr holds $1.5M in total assets with $135K in annual revenue. It awarded 7 grants totaling $165K in 2024.
Where does Kelly Charitable Remainder Ann Tr operate?
Kelly Charitable Remainder Ann Tr has awarded grants in California, Oregon, Pennsylvania.
What size grants does Kelly Charitable Remainder Ann Tr award?
In 2024, Kelly Charitable Remainder Ann Tr awarded 7 grants totaling $165K — an average of about $24K per grant, based on its IRS Form 990 filings.
How much is Kelly Charitable Remainder Ann Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Kelly Charitable Remainder Ann Tr reported a distributable amount of $92K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Kelly Charitable Remainder Ann Tr's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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