The William Kelly and Anna

LUTHERVILLE, MD EIN: 27-2267148

The William Kelly and Anna is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LUTHERVILLE, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 1 grants totaling $80K. Net investment income was $142K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.6M

+3.4% YoY

Annual Giving

$80K

+0.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$80K

+0.0% YoY

About The William Kelly and Anna

Based on IRS filings

The William Kelly and Anna is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LUTHERVILLE, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 1 grants totaling $80K. Net investment income was $142K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Baltimore

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$45K$90K$135K$181K20202021202220232024
Metric202420232022
Total Assets$1,616,752$1,564,304$1,577,277
Revenue$164,109$100,497$160,376
Expenses$111,661$113,470$114,811
Qualifying Distributions$88,704$88,976$89,910
Net Investment Income$142,235$77,903$136,721
Distributable Amount$89,199$84,567$80,414

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

BALTIMORE COMMUNITY FOUN…$80K

Grant Size Distribution

5 grants across all recorded years

<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

JERRY D FOCASTRUSTEE$4KROBERTA F WILSONTRUSTEE$4K

From 2024 filing

NameTitleHoursCompensation
JERRY D FOCASTRUSTEE4$4,352
ROBERTA F WILSONTRUSTEE1$4,352

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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