The Robert & Renee Kelly Foundation
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
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
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
The most common grant size was under $50K: 15 grants of 15 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Newport Beach Police Foundation Newport Beach, CA | General | $10,000 |
| Wounded Warrior Project Jacksonville, FL | General | $2,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS June 5, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 29, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS October 18, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS July 28, 2023)
- 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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