The Shelly Family Foundation
The Shelly Family Foundation is a private foundation, based in Irvine, CA. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $25K in total assets. In 2025, it awarded 4 grants totaling $70K. Net investment income was $145.
The Shelly Family Foundation at a glance
In short: The Shelly Family Foundation gave $70K across 4 grants in 2025 (avg $18K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $70,271
- -15.3% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $17,568
- -15.3% vs 2024
- Median grant
- $9,198
- Total assets
- $24,979
- -73.8% vs 2024
- Primary geography
- California (85% 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 Shelly Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Orange County Museum of Art ($50K). Together the top 4 received $70K.
Grant Size Distribution
13 grants across all recorded years
The most common grant size was under $50K: 10 grants of 13 (77%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How The Shelly Family Foundation gives
- Giving held roughly steady from 2022 to 2025 (+18%). Method
- In 2025 it paid out well above 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 2022 to 2025, annual grant giving ranged from $14K (2023) to $83K (2024). In 2025 it made 4 grants totaling $70K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Orange County Museum of Art Costa Mesa, CA | Support of Visual Arts in Our Community | $50,000 |
| Laguna Art Museum Laguna Beach, CA | Support Arts in Local Communities | $10,000 |
| Utah Symphony Utah Opera Salt Lake City, UT | Support Arts in Local Communities | $8,396 |
| Nuzzles and CO Peoa, UT | General Fundraising | $1,875 |
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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 | $24,979 | $145 | $70,356 | $70,271 | 4 | $70,271 | $145 | $2,913 |
| 2024 | $95,190 | $1,061 | $83,025 | $83,000 | 4 | $83,000 | $1,061 | $6,939 |
| 2023 | $177,154 | — | $13,500 | $13,500 | 3 | $13,500 | — | $9,311 |
| 2022 | $190,654 | $250,000 | $59,346 | $59,346 | 2 | $59,346 | — | $1,172 |
Under IRS private-foundation payout rules, The Shelly Family Foundation reported a distributable amount of $3K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Shelly Family Foundation is led by Damon Shelly, President & CEO on every filing since 2022; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Damon Shelly
President & CEO
On filings since 2022
1 hr/week
No compensation reported
Karyn Shelly
Secretary & CFO
On filings since 2022
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2022–2025. "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 Shelly Family Foundation
How much does The Shelly Family Foundation give each year?
The Shelly Family Foundation gave $70K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $83K across 4 grants.
What is The Shelly Family Foundation's typical grant size?
The Shelly Family Foundation's median grant in 2025 was $9,198, and its average grant was $17,568, across 4 grants on its 2025 IRS Form 990-PF.
Where does The Shelly Family Foundation give grants?
The Shelly Family Foundation gives mostly in California: 85% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Utah (15%).
Does The Shelly Family Foundation give general operating support?
Yes: 25% of The Shelly Family Foundation's 2025 grants with a stated purpose (1 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is The Shelly Family Foundation?
The Shelly Family Foundation reported $25K in total assets on its 2025 IRS Form 990-PF. It paid out $70K in qualifying distributions that year, against a required minimum of $3K (roughly 5% of its investment assets).
What is The Shelly Family Foundation's EIN?
The Shelly Family Foundation's EIN (Employer Identification Number) is 88-2231359. IRS Form 990 filing data is available on this page for 2022–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 13, 2024)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2022–2024
Explore Open Grants
Browse active grant opportunities in The Shelly Family Foundation's focus areas in our free grants database
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