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
Under IRS private-foundation payout rules, The William Kelly and Anna reported a distributable amount of $89K for 2024 — the minimum it must pay out in qualifying distributions.
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Baltimore Community Foundation ($80,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BALTIMORE COMMUNITY FOUNDATION BALTIMORE, MD | SUPPORT VARIOUS PROGRAMS THROUGH THE BALTIMORE COMMUNITY FOUNDATION | $80,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JERRY D FOCAS | TRUSTEE | 4 | $4,352 |
| ROBERTA F WILSON | TRUSTEE | 1 | $4,352 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The William Kelly and Anna?
The William Kelly and Anna is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LUTHERVILLE, MD. It holds $1.6M in total assets as of 2024.
How large is The William Kelly and Anna?
As of 2024, The William Kelly and Anna holds $1.6M in total assets with $164K in annual revenue. It awarded 1 grants totaling $80K in 2024.
Where does The William Kelly and Anna operate?
The William Kelly and Anna has awarded grants in Maryland.
What size grants does The William Kelly and Anna award?
In 2024, The William Kelly and Anna awarded 1 grants totaling $80K — an average of about $80K per grant, based on its IRS Form 990 filings.
How much is The William Kelly and Anna required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The William Kelly and Anna reported a distributable amount of $89K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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