Ud Kelly Family Fdn
Ud Kelly Family Fdn is a private foundation, based in New York, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.8M in total assets. In 2025, it made $13K in qualifying distributions. Net investment income was $72K.
Key facts about Ud Kelly Family Fdn
- EIN
- 48-1270396
- Latest 990 filing
- Form 990-PF, 2025
- Total assets
- $1,832,271
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.8M
+3.2% YoY
Revenue
$91K
-41.3% YoY
Qualifying Distributions
$13K
-17.2% YoY
Expenses
$35K
+0.2% YoY
Under IRS private-foundation payout rules, Ud Kelly Family Fdn reported a distributable amount of $135K for 2025 — the minimum it must pay out in qualifying distributions.
How Ud Kelly Family Fdn gives
- Giving fell 93% from 2021 to 2024. Method
- In 2025 it paid out 9% 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
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $3K (2024) to $192K (2020). In 2024 it made 2 grants totaling $3K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
13 grants across all recorded years
The most common grant size was under $50K: 13 grants of 13 (100%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,832,271 | $1,775,524 | $1,655,110 |
| Revenue | $91,202 | $155,471 | $110,427 |
| Expenses | $35,228 | $35,143 | $37,356 |
| Qualifying Distributions | $12,576 | $15,196 | $20,986 |
| Net Investment Income | $72,430 | $135,261 | $91,756 |
| Distributable Amount | $134,633 | $123,458 | $109,558 |
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 November 8, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 11, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
Leadership & Key People
Officers and directors from IRS filings
Ud Kelly Family Fdn's 2025 filing lists 7 officers; 1 of 7 officers listed in 2025 is compensated.
Officers on the 2025 filing
Deutsche Bank Trust Company N A
Trustee
On filings since 2020
1 hr/week
$20K (2020) → $31K (2025)
Brian P. Kelly
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Daniel J. Kelly
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
James P. Kelly
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Jean M. Kelly
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Susanne M. Kelly
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Thomas G. Kelly
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Former officers (2)
- Former: Deutsche Trust Company NA (2024) — Trustee
- Former: Bank Of America CO N A (2020–2022) — Trustee
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 $31K, to Deutsche Bank Trust Company N a (Trustee).
Frequently asked questions about Ud Kelly Family Fdn
How large is Ud Kelly Family Fdn?
Ud Kelly Family Fdn reported $1.8M in total assets on its 2025 IRS Form 990-PF. It paid out $13K in qualifying distributions that year, against a required minimum of $135K (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 Ud Kelly Family Fdn operate?
Ud Kelly Family Fdn has awarded grants in Arizona, California, District of Columbia, Florida, Massachusetts, Maryland, New York, South Carolina, Wisconsin.
What is Ud Kelly Family Fdn's EIN?
Ud Kelly Family Fdn's EIN (Employer Identification Number) is 48-1270396. 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 Ud Kelly Family Fdn by hand.
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