The James B & Eileen M Kelly
The James B & Eileen M Kelly is a private foundation focused on Education, based in Traverse City, MI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $662K in total assets. In 2025, it awarded 5 grants totaling $110K. Net investment income was $35K.
The James B & Eileen M Kelly at a glance
In short: The James B & Eileen M Kelly gave $110K across 5 grants in 2025 (avg $22K), mostly in Michigan. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $110,000
- +478.9% vs 2024
- Grants made (2025)
- 5
- +150.0% vs 2024
- Average grant
- $22,000
- +131.6% vs 2024
- Median grant
- $15,000
- Total assets
- $662,003
- -10.6% vs 2024
- Primary geography
- Michigan (100% 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 James B & Eileen M Kelly funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was The Diocese of Gaylord ($40K). Together the top 5 received $110K.
Grant Size Distribution
14 grants across all recorded years
The most common grant size was under $50K: 12 grants of 14 (86%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
How The James B & Eileen M Kelly gives
- Giving held roughly steady from 2022 to 2025 (+10%). Method
- In 2025 it paid out 194% 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 2020 to 2025, annual grant giving ranged from $19K (2024) to $156K (2021). In 2025 it made 5 grants totaling $110K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Diocese of Gaylord Gaylord, MI | General Purpose | $40,000 |
| Elizabeth Lane Oliver Center for the Arts Frankfort, MI | Programs for the Advancement of the Arts | $25,000 |
| Benzie Area Christian Neighbors Benzonia, MI | Programs Providing Neighbors Struggling with Critical Human Needs | $15,000 |
| Grow Benzie Inc Benzonia, MI | General Purpose | $15,000 |
| Hope House of Northwest Michigan Honor, MI | General Purpose | $15,000 |
Ready to take the next step with The James B & Eileen M Kelly?
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 | $662,003 | $38,430 | $116,593 | $110,000 | 5 | $112,954 | $35,326 | $58,152 |
| 2024 | $740,171 | $40,453 | $23,338 | $19,000 | 2 | $20,826 | $38,498 | $56,137 |
| 2023 | $723,093 | $41,488 | $5,798 | — | — | $2,824 | $38,553 | $56,195 |
| 2022 | $684,907 | $40,471 | $100,211 | $100,000 | 3 | $100,031 | $41,798 | $66,821 |
| 2021 | $745,131 | $46,129 | $161,093 | $156,000 | 4 | $157,776 | $39,099 | $65,692 |
| 2020 | $860,505 | $42,914 | $97,728 | $84,000 | 3 | — | $35,975 | $61,880 |
Under IRS private-foundation payout rules, The James B & Eileen M Kelly reported a distributable amount of $58K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The James B & Eileen M Kelly's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Eileen M. Kelly
Pr, Tr & Director
On filings since 2020
0.3 hrs/week
No compensation reported
Michael M. Kelly
Director
On filings since 2020
0.3 hrs/week
No compensation reported
Stephen R. Kelly
Vice President, Sc & Director
On filings since 2020
0.3 hrs/week
No compensation reported
Former officers (1)
- Former: James P. Kelly (2020) — Sc & Director
Data from IRS Form 990 filings, 2020–2025. "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 James B & Eileen M Kelly
How much does The James B & Eileen M Kelly give each year?
The James B & Eileen M Kelly gave $110K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $19K across 2 grants.
What is The James B & Eileen M Kelly's typical grant size?
The James B & Eileen M Kelly's median grant in 2025 was $15,000, and its average grant was $22,000, across 5 grants on its 2025 IRS Form 990-PF.
Where does The James B & Eileen M Kelly give grants?
The James B & Eileen M Kelly gives mostly in Michigan: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Benzonia, MI (2 grants).
Does The James B & Eileen M Kelly give general operating support?
Yes: 60% of The James B & Eileen M Kelly's 2025 grants with a stated purpose (3 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The James B & Eileen M Kelly's largest grantees?
The James B & Eileen M Kelly's largest 2025 grantees include The Diocese of Gaylord ($40,000), Elizabeth Lane Oliver Center for the Arts ($25,000) and Benzie Area Christian Neighbors ($15,000), according to its 2025 IRS Form 990-PF. Together they received 73% of its itemized 2025 grant dollars.
How large is The James B & Eileen M Kelly?
The James B & Eileen M Kelly reported $662K in total assets on its 2025 IRS Form 990-PF. It paid out $113K in qualifying distributions that year, against a required minimum of $58K (roughly 5% of its investment assets).
What is The James B & Eileen M Kelly?
The James B & Eileen M Kelly is a private foundation focused on Education, based in Traverse City, MI. It holds $662K in total assets as of 2025.
What is The James B & Eileen M Kelly's EIN?
The James B & Eileen M Kelly's EIN (Employer Identification Number) is 22-2777470. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 11, 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 May 16, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 12, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
Live grants for the work The James B & Eileen M Kelly funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in The James B & Eileen M Kelly's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Michigan
The Chicago Community Trust
Chicago, IL
The Chicago Community Trust funds eligible nonprofits working to narrow the wealth gap and meet urgent needs, with priorities including economic mobility, education, jobs, homeownership, and community development in metropolitan Chicago and Cook County. Its 2025 grants had a median of $26,500, though amounts varied widely; the profile does not state whether it accepts unsolicited requests.
Assets
$7.1B
Grants
4,316
Total Given
$1.2B
Timmis Family Foundation Inc
Naples, FL
The foundation supports Christian organizations and other charitable causes, with 2024 grants ranging from $132 to $700,000 and a median grant of $5,000. Most 2024 funding went to organizations in Colorado and Illinois. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$6.2M
Grants
24
Total Given
$1.0M
Consumers Energy Foundation
Jackson, MI
Consumers Energy Foundation funds Michigan projects focused on basic needs, education and workforce readiness, environmental protection, economic development, neighborhood revitalization, and arts and culture, mainly in Lower Peninsula communities served by Consumers Energy. Its 2024 grants ranged from $100 to $500,000, with a median of $5,000; its 2026 Community Impact program offers up to $20,000 per project. The profile does not state whether it accepts unsolicited requests.
Assets
$67.1M
Grants
296
Total Given
$7.5M
William F and Patricia a Beck Family
Frankfort, MI
Assets
$380K
Grants
4
Total Given
$117K
Praxis Foundation (The)
Charlottesville, VA
The foundation supports qualifying 501(c)(3) educational and other charitable organizations; its 2024 grants ranged from $100 to $56,502, with a median of $1,000. Giving is primarily in Virginia, though grants also went to organizations in Pennsylvania, Washington, DC, California, and Florida. It accepts unsolicited requests by letter, with no stated deadline.
Assets
$1.7M
Grants
34
Total Given
$123K
Crystal Legacy Foundation Inc
Carmel, IN
Assets
$238K
Grants
4
Total Given
$6K
More similar funders
More Funders in Michigan
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from The James B & Eileen M Kelly's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
The James B & Eileen M Kelly down — hundreds of funders to go?