The Calgrey Charitable Foundation
The Calgrey Charitable Foundation is a private foundation focused on International, Foreign Affairs & National Security, based in Twain Harte, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $233K in total assets. In 2025, it awarded 7 grants totaling $23K. Net investment income was $7K.
The Calgrey Charitable Foundation at a glance
In short: The Calgrey Charitable Foundation gave $23K across 7 grants in 2025 (avg $3K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $23,436
- +66.9% vs 2024
- Grants made (2025)
- 7
- -36.4% vs 2024
- Average grant
- $3,348
- +162.2% vs 2024
- Median grant
- $1,000
- Total assets
- $233,126
- -5.4% vs 2024
- Primary geography
- California (93% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Calgrey Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was SDA ($12K). Together the top 7 received $23K.
Grant Size Distribution
35 grants across all recorded years
The most common grant size was under $50K: 35 grants of 35 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
How The Calgrey Charitable Foundation gives
- Giving grew 71% from 2022 to 2025. Method
- In 2021 it paid out 956% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $110 (2023) to $23K (2025). In 2025 it made 7 grants totaling $23K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| SDA Sonora, CA | dental health | $12,351 |
| Canvasback Benicia, CA | food pantry.help the poorofferings | $7,446 |
| Ardron Charitable Foundation Sonora, CA | Mission | $1,500 |
| Young Life Colorado Springs, CO | health mission | $1,000 |
| Monastery of Christ in the desert Abiquiu, NM | christian education | $600 |
| Crosswalk Sonora Sonora, CA | Missions | $500 |
| Tuolumne County Deputy Sheriffs Sonora, CA | Missions | $39 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $233,126 | $7,734 | $40,870 | $23,436 | 7 | $23,436 | $7,234 | — |
| 2024 | $246,378 | $7,149 | $36,920 | $14,045 | 11 | $14,045 | $7,149 | — |
| 2023 | $261,996 | $6,790 | $28,433 | $110 | 1 | $110 | $6,790 | — |
| 2022 | $262,820 | $-25,779 | $25,044 | $13,738 | 6 | $13,738 | $6,355 | — |
| 2021 | $313,643 | $63,126 | $24,340 | $10,109 | 10 | $10,109 | $10,856 | $1,057 |
| 2020 | $268,642 | $2,139 | $22,548 | $22,548 | 15 | — | $2,139 | — |
| 2019 | $289,051 | $7,310 | $15,511 | $15,511 | 9 | — | $4,363 | — |
Leadership & Key People
Officers and directors from IRS filings
The Calgrey Charitable Foundation is led by Charles McKelvey, President on every filing since 2019; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Charles McKelvey
President
On filings since 2019
No compensation reported
E Clay Maddox
Treasurer
On filings since 2019
No compensation reported
Gloria McKelvey
Secretary
On filings since 2019
No compensation reported
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.
Frequently asked questions about The Calgrey Charitable Foundation
How much does The Calgrey Charitable Foundation give each year?
The Calgrey Charitable Foundation gave $23K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $14K across 11 grants.
What is The Calgrey Charitable Foundation's typical grant size?
The Calgrey Charitable Foundation's median grant in 2025 was $1,000, and its average grant was $3,348, across 7 grants on its 2025 IRS Form 990-PF.
Where does The Calgrey Charitable Foundation give grants?
The Calgrey Charitable Foundation gives mostly in California: 93% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Sonora, CA (4 grants).
Does The Calgrey Charitable Foundation give general operating support?
Not in 2025: none of the 7 grants with a stated purpose on The Calgrey Charitable Foundation's 2025 IRS Form 990-PF were described as general or operating support.
Who are The Calgrey Charitable Foundation's largest grantees?
The Calgrey Charitable Foundation's largest 2025 grantees include SDA ($12,351), Canvasback ($7,446) and Ardron Charitable Foundation ($1,500), according to its 2025 IRS Form 990-PF. Together they received 91% of its itemized 2025 grant dollars.
How large is The Calgrey Charitable Foundation?
The Calgrey Charitable Foundation reported $233K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $8K.
What is The Calgrey Charitable Foundation?
The Calgrey Charitable Foundation is a private foundation focused on International, Foreign Affairs & National Security, based in Twain Harte, CA. It holds $233K in total assets as of 2025.
What is The Calgrey Charitable Foundation's EIN?
The Calgrey Charitable Foundation's EIN (Employer Identification Number) is 90-0129380. 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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 19, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 23, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 7, 2024)
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