The Robert & Renee Kelly Foundation

Private foundation · Grantmaker Newport Beach, CA EIN: 77-0547275

The Robert & Renee Kelly Foundation is a private foundation, based in Newport Beach, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $782K in total assets. In 2025, it awarded 2 grants totaling $12K. Net investment income was $42K.

Key facts about The Robert & Renee Kelly Foundation

In short: The Robert & Renee Kelly Foundation gave $12K across 2 grants in 2025 (avg $6K), mostly in California. Source: 2025 IRS Form 990-PF.

EIN
77-0547275
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$12,000
Grants made (2025)
2
Average grant
$6,000
Median grant
$6,000
Total assets
$781,763
Primary geography
California (83% 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

$782K

+3.5% YoY

Annual Giving

$12K

-51.0% YoY

Grant Count

2

-50.0% YoY

Avg Grant Size

$6K

-2.0% YoY

Under IRS private-foundation payout rules, The Robert & Renee Kelly Foundation reported a distributable amount of $28K for 2025 — the minimum it must pay out in qualifying distributions.

How The Robert & Renee Kelly Foundation gives

  • Giving fell 62% from 2022 to 2025. Method
  • In 2025 it paid out 54% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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

2states

Share of 2025 grant dollars across all 2 itemized grants.

Cities

ResedaJacksonvilleNewport BeachCosta MesaLos AngelesStudio CitySanta AnaVenturaWhittier

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K1 grant2019 3 grants2020 3 grants2021 3 grants2022 3 grants2023 4 grants2024 2 grants2025

From 2019 to 2025, annual grant giving ranged from $10K (2019) to $47K (2023). In 2025 it made 2 grants totaling $12K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Newport Beach Police Foundation: $10KNewport Beach PoliceFoundation$10KWounded Warrior Project: $2KWounded Warrior Project$2K

The largest 2025 recipient was Newport Beach Police Foundation ($10K). Together the top 2 received $12K.

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 15 grants of 15 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Newport Beach Police Foundation Newport Beach, CAGeneral$10,000
Wounded Warrior Project Jacksonville, FLGeneral$2,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$781,763$755,169$736,736
Revenue$42,392$47,258$48,321
Expenses$15,798$28,825$50,776
Qualifying Distributions$15,131$28,025$50,376
Net Investment Income$42,392$47,258$48,321
Distributable Amount$27,777$27,038$24,475

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS June 6, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS June 5, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS June 29, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS October 18, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS July 28, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 15, 2024)

Leadership & Key People

Officers and directors from IRS filings

The Robert & Renee Kelly Foundation is led by Renee C Kelly, President on every filing since 2019 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Renee C Kelly

    President

    On filings since 2019

    1 hr/week

    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 Robert & Renee Kelly Foundation

How much does The Robert & Renee Kelly Foundation give each year?

The Robert & Renee Kelly Foundation gave $12K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $25K across 4 grants.

How large is The Robert & Renee Kelly Foundation?

The Robert & Renee Kelly Foundation reported $782K in total assets on its 2025 IRS Form 990-PF. It paid out $15K in qualifying distributions that year, against a required minimum of $28K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does The Robert & Renee Kelly Foundation operate?

The Robert & Renee Kelly Foundation has awarded grants in California, Florida.

What is The Robert & Renee Kelly Foundation's EIN?

The Robert & Renee Kelly Foundation's EIN (Employer Identification Number) is 77-0547275. 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.

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