The William Kelly and Anna
The William Kelly and Anna is a private foundation, based in Lutherville, MD. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.7M in total assets. In 2025, it awarded 1 grant totaling $80K. Net investment income was $146K.
Key facts about The William Kelly and Anna
In short: The William Kelly and Anna gave $80K across 1 grant in 2025 (avg $80K), mostly in Maryland. Source: 2025 IRS Form 990-PF.
- EIN
- 27-2267148
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $80,000
- Grants made (2025)
- 1
- Average grant
- $80,000
- Median grant
- $80,000
- Total assets
- $1,671,580
- Primary geography
- Maryland (100% 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
$1.7M
+3.4% YoY
Annual Giving
$80K
+0.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$80K
+0.0% YoY
Under IRS private-foundation payout rules, The William Kelly and Anna reported a distributable amount of $93K for 2025 — the minimum it must pay out in qualifying distributions.
How The William Kelly and Anna gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 96% 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 the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $80K (2020) to $80K (2025). In 2025 it made 1 grant totaling $80K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Baltimore Community Foundation ($80K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Baltimore Community Foundation Baltimore, MD | Support Various Programs Through the Baltimore Community Foundation | $80,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,671,580 | $1,616,752 | $1,564,304 |
| Revenue | $171,564 | $164,109 | $100,497 |
| Expenses | $116,736 | $111,661 | $113,470 |
| Qualifying Distributions | $89,206 | $88,704 | $88,976 |
| Net Investment Income | $146,011 | $142,235 | $77,903 |
| Distributable Amount | $92,638 | $89,199 | $84,567 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 2, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
Leadership & Key People
Officers and directors from IRS filings
The William Kelly and Anna's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Jerry D. Focas
Trustee
On filings since 2020
4 hrs/week
$5K (2020) → $5K (2025)
Roberta F. Wilson
Trustee
On filings since 2020
1 hr/week
$5K (2020) → $5K (2025)
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $5K, to Jerry D Focas (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about The William Kelly and Anna
How much does The William Kelly and Anna give each year?
The William Kelly and Anna gave $80K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $80K across 1 grant.
How large is The William Kelly and Anna?
The William Kelly and Anna reported $1.7M in total assets on its 2025 IRS Form 990-PF. It paid out $89K in qualifying distributions that year, against a required minimum of $93K (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 William Kelly and Anna operate?
The William Kelly and Anna has awarded grants in Maryland.
What is The William Kelly and Anna's EIN?
The William Kelly and Anna's EIN (Employer Identification Number) is 27-2267148. 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.
Here's the math on researching The William Kelly and Anna by hand.
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