The James B & Eileen M Kelly

TRAVERSE CITY, MI EIN: 22-2777470

The James B & Eileen M Kelly is a private foundation, based in TRAVERSE CITY, MI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $740K in total assets. In 2024, it awarded 2 grants totaling $19K. Net investment income was $38K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$740K

+2.4% YoY

Annual Giving

$19K

Grant Count

2

Avg Grant Size

$10K

About The James B & Eileen M Kelly

Based on IRS filings

The James B & Eileen M Kelly is a private foundation, based in TRAVERSE CITY, MI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $740K in total assets. In 2024, it awarded 2 grants totaling $19K. Net investment income was $38K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

BenzoniaBeulahFrankfortGaylordTitusvilleWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$44K$89K$133K$177K20202021202220232024
Metric202420232022
Total Assets$740,171$723,093$684,907
Revenue$40,453$41,488$40,471
Expenses$23,338$5,798$100,211
Qualifying Distributions$20,826$2,824$100,031
Net Investment Income$38,498$38,553$41,798
Distributable Amount$56,137$56,195$66,821

Giving Over Time

Total grant dollars and number of grants per year

$0$39K$78K$117K$156K3 grants20204 grants20213 grants20220 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

THE DIOCESE OF GAYLORD$10KELIZABETH LANE OLIVER CE…$9K

Grant Size Distribution

12 grants across all recorded years

10<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
EILEEN M KELLYPR, TR, DIR0.25
STEPHEN R KELLYVP, SC, DIR0.25
MICHAEL M KELLYDIR, TR0.25

Related Funders

Similar funders by location and focus area

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

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