KELLY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KELLY FOUNDATION (EIN 68-0175739)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-06-22
- IRS object ID
- 202621739349100572
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-22T18:24:00-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680037990 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILBERT CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2880 GATEWAY OAKS DR STE 100 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680175739 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KELL | BusinessNameControlTxt |
| Phone | 9165672632 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2480 NATOMAS PARK DRIVE 150 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BEA ANN BARBEE | PersonNm |
| Person Title | ASST. TREASURER | PersonTitleTxt |
| Phone | 9165672632 | PhoneNum |
| Signature | 2026-06-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER Z IWATA | PreparerPersonNm |
| PTIN | P01310188 | PTIN |
| Phone | 9166466464 | PhoneNum |
| Preparation | 2026-06-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $42,747,828 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $666,384 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $522,965 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $522,965 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $727,153 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,969,606 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $689,592 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,286,597 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,238,809 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,203,099 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,451,366 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,778 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $16,778 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $44,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $44,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,950 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,950 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $67,918 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,715 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,715 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,320 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,320 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $165,181 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $97,263 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,994,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,994,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,159,681 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,091,763 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,043,418 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,451,366 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,067,724 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $619,408 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $619,408 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $12,615,657 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $11,818,676 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $12,615,657 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $12,615,657 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $830 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $830 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $26,145,844 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,511,933 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $29,511,933 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $39,032,244 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,747,828 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,747,828 | TotalAssetsEOYFMVAmt |
| Deferred Revenue EOY | $1,967 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $148,775 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $150,742 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $39,032,244 | CapitalStockBOYAmt |
| Capital Stock EOY | $42,597,086 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,032,244 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,597,086 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,032,244 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,747,828 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,032,244 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,043,418 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,751,774 | OtherIncreasesAmt |
| Subtotal | $42,827,436 | SubtotalAmt |
| Other Decreases | $230,350 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $42,597,086 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| INVSC SENIOR LOAN ETF | P | 2025-01-01 | 2025-03-26 | $20,779 | $21,050 | -$271 | -$271 |
| INVSC SENIOR LOAN ETF | P | 2025-01-01 | 2025-03-24 | $20,769 | $21,050 | -$281 | -$281 |
| INVSC SENIOR LOAN ETF | P | 2025-01-01 | 2025-03-24 | $15,577 | $15,788 | -$211 | -$211 |
| INVSC SENIOR LOAN ETF | P | 2025-01-01 | 2025-03-21 | $26,062 | $26,313 | -$251 | -$251 |
| INVSC SENIOR LOAN ETF | P | 2025-01-01 | 2025-03-20 | $28,063 | $28,333 | -$270 | -$270 |
| INVSC SENIOR LOAN ETF | P | 2025-01-01 | 2025-03-19 | $26,012 | $26,381 | -$369 | -$369 |
| INVSC SENIOR LOAN ETF | P | 2025-01-01 | 2025-03-19 | $25,999 | $26,425 | -$426 | -$426 |
| INVSC SENIOR LOAN ETF | P | 2025-01-01 | 2025-03-10 | $20,859 | $21,140 | -$281 | -$281 |
| INVSC SENIOR LOAN ETF | P | 2025-01-01 | 2025-03-06 | $26,124 | $26,425 | -$301 | -$301 |
| INVSC SENIOR LOAN ETF | P | 2025-01-01 | 2025-03-05 | $26,137 | $26,425 | -$288 | -$288 |
| INVSC SENIOR LOAN ETF | P | 2025-01-01 | 2025-03-05 | $26,124 | $26,429 | -$305 | -$305 |
| INVSC SENIOR LOAN ETF | P | 2025-01-01 | 2025-03-04 | $30,260 | $30,660 | -$400 | -$400 |
| INVSC SENIOR LOAN ETF | P | 2025-01-01 | 2025-03-03 | $31,364 | $31,718 | -$354 | -$354 |
| INVSC SENIOR LOAN ETF | P | 2025-01-01 | 2025-03-03 | $20,909 | $21,145 | -$236 | -$236 |
| INVSC SENIOR LOAN ETF | P | 2025-01-01 | 2025-02-28 | $31,424 | $31,711 | -$287 | -$287 |
| INVSC SENIOR LOAN ETF | P | 2025-01-01 | 2025-02-28 | $31,409 | $31,695 | -$286 | -$286 |
| INVSC SENIOR LOAN ETF | P | 2025-01-01 | 2025-02-27 | $31,409 | $31,695 | -$286 | -$286 |
| INVSC SENIOR LOAN ETF | P | 2025-01-01 | 2025-02-26 | $31,409 | $31,695 | -$286 | -$286 |
| INVSC SENIOR LOAN ETF | P | 2025-01-01 | 2025-02-24 | $25,127 | $25,356 | -$229 | -$229 |
| SCHWAB US SMALL CAP ETF | P | 2024-01-01 | 2025-01-15 | $50,018 | $44,627 | $5,391 | $5,391 |
| DODGE & COX STOCK I | P | 2024-01-01 | 2025-01-15 | $1,350,000 | $696,376 | $653,624 | $653,624 |
| SCHWAB US SMALL CAP ETF | P | 2024-01-01 | 2024-10-11 | $18 | $16 | $2 | $2 |
| ST/LT CAPITAL GAIN DISTRIBUTIONS | P | 2025-01-01 | 2025-09-30 | $73,754 | $73,754 | $73,754 | |
| CAPITAL LOSS FROM PARTNERSHIP | P | 2024-01-01 | 2025-12-31 | $37,561 | -$37,561 | -$37,561 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $689,592 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $34,074 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $34,074 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $34,074 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $12,550 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $43,750 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,676 | OverpaymentAmt |
| Applied To ES Tax | $9,676 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | KELLYFOUNDATIONSACRAMENTO.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEA ANN BARBEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9165672632 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2480 NATOMAS PARK DRIVE 150 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SHAWN L DEVLIN | ||||||||
| 2480 NATOMAS PARK DR 150 | SACRAMENTO | CA | 95833 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SCOTT G NICHOLS | ||||||||
| 2480 NATOMAS PARK DR 150 | SACRAMENTO | CA | 95833 | TREASURER | 1.50 | $12,551 | $0 | $0 |
| BEA ANN BARBEE | ||||||||
| 2480 NATOMAS PARK DR 150 | SACRAMENTO | CA | 95833 | ASSISTANT TREASURER | 1.50 | $4,227 | $0 | $0 |
| KATHY BIMSON | ||||||||
| 2480 NATOMAS PARK DR 150 | SACRAMENTO | CA | 95833 | SECRETARY | 3.00 | $0 | $0 | $0 |
| GREGORY G KELLY | ||||||||
| 2480 NATOMAS PARK DR 150 | SACRAMENTO | CA | 95833 | DIRECTOR - EMERITUS | 0.15 | $0 | $0 | $0 |
| MAX KELLY | ||||||||
| 2480 NATOMAS PARK DR 150 | SACRAMENTO | CA | 95833 | DIRECTOR | 0.30 | $0 | $0 | $0 |
| RILEY GARDNER | ||||||||
| 2480 NATOMAS PARK DR 150 | SACRAMENTO | CA | 95833 | DIRECTOR | 0.30 | $0 | $0 | $0 |
| ERIC JOHNSON | ||||||||
| 2480 NATOMAS PARK DR 150 | SACRAMENTO | CA | 95833 | DIRECTOR | 0.30 | $0 | $0 | $0 |
| JOHN MEZGER | ||||||||
| 2480 NATOMAS PARK DR 150 | SACRAMENTO | CA | 95833 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MICHAEL J NEWELL | ||||||||
| 2480 NATOMAS PARK DR 150 | SACRAMENTO | CA | 95833 | DIRECTOR | 0.30 | $0 | $0 | $0 |
| STEPHEN FLEMING | ||||||||
| 2480 NATOMAS PARK DR 150 | SACRAMENTO | CA | 95833 | DIRECTOR | 0.30 | $0 | $0 | $0 |
| STEPHEN H JOHANSON | ||||||||
| 2480 NATOMAS PARK DR 150 | SACRAMENTO | CA | 95833 | DIRECTOR | 0.30 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,523,105 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,326,348 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,015,657 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,865,110 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,865,110 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $612,977 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,252,133 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,012,607 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,012,607 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34,074 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34,074 | TotalTaxAmt |
| Distributable Before Adj | $1,978,533 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,978,533 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,978,533 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,091,763 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,091,763 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,978,533 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $111,336 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $111,336 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,091,763 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,978,533 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $113,230 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $224,566 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $224,566 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $111,336 | ExcessFromYear1Amt |
| Excess From Current Year | $113,230 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GREGORY G KELLY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ONLINE SUBMITTAL ONLY - KELLYFOUNDA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2480 NATOMAS PARK DR STE 150 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9169784892 | RecipientPhoneNum |
| Recipient Email Address | INFO@KELLYFOUNDATIONSACRAMENTO.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATIONS ARE PROCESSED THROUGH ONLINE SUBMITTALS ONLY AT KELLYFOUNDATIONSACRAMENTO.ORG. THE APPLICANTS MUST REVIEW THE GUIDELINES AVAILABLE ON THE WEBSITE PRIOR TO SUBMITTING A COMPLETED APPLICATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE ANNUAL DEADLINE DATES FOR SUBMISSION ARE OCTOBER 15, JANUARY 15, APRIL 15 AND JULY 15. | SubmissionDeadlinesTxt |
| Restrictions On Awards | KELLY FOUNDATION WILL CONSIDER GRANT REQUESTS IN HEALTH AND HUMAN SERVICES, EDUCATION; AND CULTURE AND CIVIC IMPROVMENT. THE FOUNDATION WILL NOT CONSIDER GRANTS TO RELIGIOUS ORGANIZATION FOR EXPLICIT RELIGIOUS ACTIVITIES, AS DISTINGUISHED FROM SOCIAL OR EDUCATIONAL ACTIVITIES; POLITICAL CAMPAIGNS; FRATERNAL ORGANIZATION; LABOR SOCIETIES OR ORDERS; TELEPHONE SOLICITATIONS; AND NATIONAL FUNDRAISING EFFORTS. GUIDELINES FOR RESTRICTIONS OR LIMITATION ON AWARDS ARE AVAILABLE ON THE FOUNDATION'S WEBSITE AT KELLYFOUNDATIONSACRAMENTO.ORG. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (83 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALAMEDA COUNTY COMMUNITY FOOD BANK | |||||||
| 7900 EDGEWATER DRIVE | OAKLAND | CA | 94621 | NONE | 501C3 | FOOD DISTRIBUTION TO ALAMEDA COUNTY FAMILIES | $25,000 |
| ALCHEMIST CDC | |||||||
| 4625 44TH STREET | SACRAMENTO | CA | 95820 | NONE | 501C3 | COMMUNITY FOOD CONNECTIONS | $35,000 |
| ALS ASSOC GREATER SACRAMENTO CHAPTER | |||||||
| 2717 COTTAGE WAY | SACRAMENTO | CA | 95825 | NONE | 501C3 | CAREGIVER SUPPORT | $5,000 |
| AMERICAN RED CROSS | |||||||
| 1565 EXPOSITION BLVD | SACRAMENTO | CA | 95815 | NONE | 501C3 | SO CALIFORNIA WILDFIRE ASSISTANCE | $100,000 |
| AMERICAN RIVER PARKWAY FOUNDATION | |||||||
| 5700 ARDEN WAY | CARMICHAEL | CA | 95608 | NONE | 501C3 | AMERICAN RIVER PARKWAY CONNECT AND OUTREACH PROJECT | $10,000 |
| BEST BUDDIES INTERNATIONAL | |||||||
| 1900 POINT WEST WAY | SACRAMENTO | CA | 95815 | NONE | 501C3 | SACRAMENTO FRIENDSHIP & INCLUSION | $10,000 |
| BIG BROTHERS BIG SISTERS OF THE GREATER SACRAMENTO AREA | |||||||
| 1750 HOWE AVE | SACRAMENTO | CA | 95747 | NONE | 501C3 | PATHWAYS TO POTENTIAL MENTORSHIP PROGRAM | $15,000 |
| BREAKTHROUGH SACRAMENTO | |||||||
| 1102 Q STREET STE 4800 | SACRAMENTO | CA | 95811 | NONE | 501C3 | BREAKTHROUGH SACRAMENTO, FISCALLY SPONSORED BY COMMUNITY INITIATIVES | $10,000 |
| CALIFORNIA HOMEBUILDING FOUNDATION | |||||||
| 1215 K STREET STE 1200 | SACRAMENTO | CA | 95814 | NONE | 501C3 | SACRAMENTO YOUTH WORKFORCE DEV PROJECT | $10,000 |
| CALIFORNIA RICELANDS WATERBIRD FOUNDATION | |||||||
| 1231 I STREET | SACRAMENTO | CA | 95814 | NONE | 501C3 | CREATING SHOREBIRD HABITAT ON CA RICELANDS THROUGH THE BID4BIRDS PRGM | $10,000 |
| CALIFORNIA WATERFOWL ASSOCIATION | |||||||
| 1346 BLUE OAKS BLVD | ROSEVILLE | CA | 95678 | NONE | 501C3 | EGG SALVAGE PROGRAM | $15,000 |
| CANINE COMPANIONS | |||||||
| 2965 DUTTON AVENUE | SANTA ROSA | CA | 95407 | NONE | 501C3 | PROGRAM SUPPORT IN SACRAMENTO | $10,000 |
| CASA EL DORADO | |||||||
| 347 MAIN STREET | PLACERVILLE | CA | 95667 | NONE | 501C3 | ADVOCATING FOR ABUSED & NEGLECTED CHILDREN IN EL DORADO COUNTY | $5,000 |
| CASA OF SACRAMENTO COUNTY | |||||||
| PO BOX 278383 | SACRAMENTO | CA | 95827 | NONE | 501C3 | SERVING MORE FOSTER YOUTH WITH EARLY ASSIGNMENT PROTOCOL | $20,000 |
| CCHAT | |||||||
| 11100 COLOMA ROAD | RANCHO CORDOVA | CA | 95670 | NONE | 501C3 | LITTLEST LISTENERS | $20,000 |
| CHILDREN'S MUSEUM OF SONOMA COUNTY | |||||||
| 1835 W STEELE LANE | SANTA ROSA | CA | 95403 | NONE | 501C3 | STEAM LEARNING OPPORTUNITIES FOR CHILDREN | $20,000 |
| CHILDREN'S RECEIVING HOME OF SACRAMENTO | |||||||
| 3555 AUBURN BLVD | SACRAMENTO | CA | 95821 | NONE | 501C3 | MENTAL HEALTH SERVICES | $20,000 |
| COLLEGE TRACK | |||||||
| 2450 ALHAMBRA BLVD | SACRAMENTO | CA | 95817 | NONE | 501C3 | EQUIPPING 350 SACRAMENTO SCHOLARS AND EMPOWERING PATHWAYS: ADVANCING COLLEGE SUCCESS & COMMUNITY ENGAGEMENT FOR SACRAMENTO YOUTH | $35,000 |
| COMMUNITY SERVICE EDUCATION & RESEARCH FUND | |||||||
| 5380 ELVAS AVE | SACRAMENTO | CA | 95819 | NONE | 501C3 | 2024 FUTURE OF MEDICINE SUMMER PROGRAM | $7,500 |
| COTTAGE HOUSING INC | |||||||
| 1500 NORTH A STREET | SACRAMENTO | CA | 95811 | NONE | 501C3 | IMPACTING THE CAUSAL FACTORS OF HOMELESSNESS BY PROVIDING HEALING "TINY HOME" COMMUNITIES | $15,000 |
| CRISTO REY HIGH SCHOOL SACRAMENTO | |||||||
| 8475 JACKSON ROAD | SACRAMENTO | CA | 95826 | NONE | 501C3 | PREPARING THE FUTURE WORK FORCE | $75,000 |
| EASTER SEALS SUPERIOR CALIFORNIA | |||||||
| 9812 OLD WINERY PLACE STE 21 | SACRAMENTO | CA | 95827 | NONE | 501C3 | PEDIATRIC TREADMILL CAMP | $35,000 |
| FIRST TEE-GREATER SACRAMENTO | |||||||
| 3704 MARCONI AVE STE 1 | SACRAMENTO | CA | 95821 | NONE | 501C3 | RISE GOLF PROGRAM | $15,000 |
| FOOD LITERACY CENTER | |||||||
| 401 A MCCLATCHY WAY | SACRAMENTO | CA | 95818 | NONE | 501C3 | HANDS ON FOOD LITERACY PROGRAM | $5,000 |
| FOSTER YOUTH EDUCATION FUND | |||||||
| 2443 FAIR OAKS BLVD 392 | SACRAMENTO | CA | 95825 | NONE | 501C3 | FOSTER YOUTH EDUCATION FUND ANNUAL SCHOLARSHIPS | $15,000 |
| GIGI'S PLAYHOUSE SACRAMENTO | |||||||
| 1701 SANTA CLARA DRIVE STE 170 | ROSEVILLE | CA | 95661 | NONE | 501C3 | EMPOWERING INDIVIDUALS WITH DOWN SYNDROM THROUGH LITERACY | $10,000 |
| GIRL SCOUTS HEART OF CENTRAL CALIFORNIA | |||||||
| 6601 ELVAS AVE | SACRAMENTO | CA | 95819 | NONE | 501C3 | FINANCIAL ASSISTANCE FOR GIRL SCOUTS & FAMILIES | $15,000 |
| GOLD COUNTRY WILDLIFE RESCUE | |||||||
| PO BOX 4162 | AUBURN | CA | 95604 | NONE | 501C3 | ANIMAL CARE | $10,000 |
| HABITAT FOR HUMANITY OF GREATER SACRAMENTO | |||||||
| 819 NORTH 10TH STREET | SACRAMENTO | CA | 95811 | NONE | 501C3 | CITRUS HEIGHTS COMMUNITY REVITALIZATION DEVELOPMENT | $125,000 |
| HEADWATERS SCIENCE INSTITUTE | |||||||
| 53964 SHERRITT LANE | SODA SPRINGS | CA | 95728 | NONE | 501C3 | INTRODUCTION TO RESEARCH OUTDOOR SCHOOL | $7,500 |
| HOMERISE | |||||||
| PO BOX 237 | SAN FRANCISCO | CA | 94104 | NONE | 501C3 | PERMANENT SUPPORTIVE HOUSING SERVICES FOR FORMERLY HOMELESS SF RESIDENTS | $50,000 |
| HOPE CENTERS UNITED DBA FOLSOM'S HOPE | |||||||
| 1100 BLUE RAVINE ROAD | FOLSOM | CA | 95630 | NONE | 501C3 | FOUNDATION FOR THE FUTURE: INVESTING IN HOLISTIC WELL-BEING FOR THE 1ST-12TH GRADE YOUTH & FAMILIES | $15,000 |
| HOPE COOPERATIVE | |||||||
| 650 HOWE AVE | SACRAMENTO | CA | 95825 | NONE | 501C3 | LEARNING THROUGH FOOD | $20,000 |
| IMPROVE YOUR TOMORROW | |||||||
| 1901 ROYAL OAKS DR | SACRAMENTO | CA | 95815 | NONE | 501C3 | FOSTERING HIGHER EDUCATION FOR MEN OF COLOR | $25,000 |
| JUMA VENTURES | |||||||
| 131 STEUART STREET | SAN FRANCISCO | CA | 94105 | NONE | 501C3 | JUMA SACRAMENTO YOUTH CONNECT | $7,500 |
| JUNIOR ACHIEVEMENT OF SACRAMENTO | |||||||
| 3800 WATT AVE STE 285 | SACRAMENTO | CA | 95821 | NONE | 501C3 | FUTURE-READY YOUTH | $15,000 |
| KEATON'S CHILD CANCER ALLIANCE | |||||||
| 2260 DOUGLAS BLVD SUITE 140 | ROSEVILLE | CA | 95661 | NONE | 501C3 | THRIVING TOGETHER: PUSHING PAST PEDIATRIC CANCER | $15,000 |
| KIDSFIRST CHILD ABUSE PREVENTION COUNCIL OF PLACER CO | |||||||
| 124 MAIN STREET | ROSEVILLE | CA | 95678 | NONE | 501C3 | MENTAL HEALTH ADVOCACY PROJECT | $20,000 |
| KVIE INC | |||||||
| 2030 W EL CAMINO AVE | SACRAMENTO | CA | 95833 | NONE | 501C3 | BE MY NEIGHBOR DAY | $15,000 |
| LIFESTEPS | |||||||
| 3247 RAMOS CIRCLE | SACRAMENTO | CA | 95827 | NONE | 501C3 | SUMMER READING PROGRAM EMPOWERING AT-RISK YOUTH THROUGH LETERACY IN NORTHERN CALIF. | $15,000 |
| MAKE IT HAPPEN FOR YOLO COUNTY | |||||||
| PO BOX 982 | DAVIS | CA | 95617 | NONE | 501C3 | FURNISHING HOMES FOR UNDER-RESOURCED YOUTH AGES 18-24 IN YOLO COUNTY | $15,000 |
| MAKE-A-WISH NORTHEASTERN & CENTRAL CALIFORNIA | |||||||
| 2800 CLUB CENTER DRIVE | SACRAMENTO | CA | 95835 | NONE | 501C3 | GRANTING WISHES ONE AT A TIME | $15,000 |
| MEALS ON WHEELS YOLO COUNTY | |||||||
| PO BOX 528 | WOODLAND | CA | 95776 | NONE | 501C3 | EAT WELL, AGE WELL YOLO COUNTY | $10,000 |
| MERCY HOUSING | |||||||
| 2512 RIVER PLAZA DRIVE STE 200 | SACRAMENTO | CA | 95833 | NONE | 501C3 | MERCY HOUSING CALIFORNIA SACRAMENTO RESIDENT SERVICE PROGRAMS | $50,000 |
| MUTUAL HOUSING CALIFORNIA | |||||||
| 3321 POWER INN ROAD STE 320 | SACRAMENTO | CA | 95826 | NONE | 501C3 | MUTUAL HOUSING CALIFORNIA AFTER SCHOOL PROGRAM | $15,000 |
| NORCAL SERVICES FOR DEAF AND HARD OF HEARING | |||||||
| 4708 ROSEVILLE RD 111 | NORTH HIGHLANDS | CA | 95660 | NONE | 501C3 | CAMP GRIZZLY LEADERSHIP PROGRAM | $25,000 |
| NORTH STATE BUILDING INDUSTRY FOUNDATION | |||||||
| 1536 EUREKA ROAD | ROSEVILLE | CA | 95661 | NONE | 501C3 | OUT OF SCHOOL YOUTH-BUILDING STRONG FUTURES | $15,000 |
| PEPPERWOOD FOUNDATION | |||||||
| 2130 PEPPERWOOD PRESERVE RD | SANTA ROSA | CA | 95404 | NONE | 501C3 | ENVIRONMENTAL EDUCATION & CAREER EXPLORATION | $20,000 |
| PRIDE INDUSTRIES | |||||||
| 10030 FOOTHILLS BOULEVARD | ROSEVILLE | CA | 95747 | NONE | 501C3 | YES! (YOUTH EMPLOYMENT SERVICES) | $15,000 |
| PROJECT ACCESS INC | |||||||
| 2100 WEST ORANGEWOOD AVE STE 230 | ORANGE | CA | 92868 | NONE | 501C3 | EDUCATION FOR YOUTH & FAMILIES IN SACRAMENTO | $10,000 |
| REDWOOD EMPIRE FOOD BANK | |||||||
| 3390 BRICKWAY BLVD | SANTA ROSA | CA | 95403 | NONE | 501C3 | FIGHTING FOOD INSECURITY IN SONOMA COUNTY | $15,000 |
| RIVER CITY FOOD BANK | |||||||
| 1800 28TH STREET | SACRAMENTO | CA | 95816 | NONE | 501C3 | EMERGENCY FOOD DISTRIBUTION - FOOD FOR ALL | $45,000 |
| RUNNIN' FOR RHETT | |||||||
| 5117 WORCESTER WAY | ELK GROVE | CA | 95758 | NONE | 501C3 | YOUTH FITNESS PROGRAM | $10,000 |
| SACRAMENTO CHILDREN'S HOME | |||||||
| 2750 SUTTERVILLE ROAD | SACRAMENTO | CA | 95820 | NONE | 501C3 | CRISIS NURSERY PROGRAM | $75,000 |
| SACRAMENTO FOOD BANK & FAMILY SERVICES | |||||||
| 1951 BELL AVE | SACRAMENTO | CA | 95838 | NONE | 501C3 | EQUIPMENT TO INCREASE ACCESS TO HEALTHY FOOD | $25,000 |
| SACRAMENTO LIFE CENTER | |||||||
| 2316 BELL EXECUTIVE LANE | SACRAMENTO | CA | 95825 | NONE | 501C3 | MEETING CRITICAL MEDICAL NEEDS OF LOW INCOME PREGNANT WOMEN AND NEW MOMS | $10,000 |
| SACRAMENTO LITERACY FOUNDATION | |||||||
| 2901 K STREET | SACRAMENTO | CA | 95816 | NONE | 501C3 | DIVERSE, HIGH-QUALITY BOOK GIVEAWAY | $20,000 |
| SACRAMENTO LOAVES & FISHES | |||||||
| 1351 NORTH C STREET | SACRAMENTO | CA | 95811 | NONE | 501C3 | GENESIS MENTAL HEALTH CLINIC FOR UNHOUSED PEOPLE | $20,000 |
| SACRAMENTO REGIONAL FAMILY JUSTICE CENTER FOUNDATION | |||||||
| 3701 POWER INN ROAD SUITE 3100 | SACRAMENTO | CA | 95826 | NONE | 501C3 | CAMP HOPE | $75,000 |
| SACRAMENTO SPCA | |||||||
| 6201 FLORIN PERKINS RD | SACRAMENTO | CA | 95828 | NONE | 501C3 | PAW PANTRY | $10,000 |
| SACRAMENTO VALLEY CONSERVANCY | |||||||
| 1851 HERITAGE LANE STE 155 | SACRAMENTO | CA | 95815 | NONE | 501C3 | CAMP POLLOCK LODGE IMPROVEMENTS TO ENHANCE COMM ENGAGEMENT | $15,000 |
| SAINT JOHN'S PROGRAM FOR REAL CHANGE | |||||||
| 2443 FAIR OAKS BLVD 369 | SACRAMENTO | CA | 95825 | NONE | 501C3 | AFFORDABLE HOUSING & HOUSING PLACEMENT SERVICES FOR HOMELESS WOMEN & CHILDREN | $20,000 |
| SHINE TOGETHER INCSOBRATO CENTER FOR NONPROFITS | |||||||
| 508 VALLEY WAY | MILPITAS | CA | 95035 | NONE | 501C3 | SHINE SACRAMENTO PROGRAM | $25,000 |
| SIERRA FOREVER FAMILIES | |||||||
| 8912 VOLUNTEER LANE SUITE 100 | SACRAMENTO | CA | 95826 | NONE | 501C3 | WONDER MENTORING PRGM & LIFELINE FUND | $20,000 |
| SIERRA NEVADA JOURNEYS | |||||||
| 190 EASY LIBERTY STREET | RENO | NV | 89501 | NONE | 501C3 | CLASSROOMS UNLEASHED-WATERSHED EDUCATION INITIATIVE & FAMILY STEM NIGHTS | $15,000 |
| SOCIETY FOR THE BLIND | |||||||
| 1238 S STREET | SACRAMENTO | CA | 95811 | NONE | 501C3 | CAREERSPLUS YOUTH PROGRAM | $25,000 |
| SOCIETY OF ST VINCENT DE PAUL | |||||||
| 3159 LAND PARK DR | SACRAMENTO | CA | 95818 | NONE | 501C3 | TRANSITION TO PERMANENT HOUSING SOLUTIONS (TPHS) | $10,000 |
| SOIL BORN FARMS | |||||||
| 2140 CHASE DRIVE | RANCHO CORDOVA | CA | 95670 | NONE | 501C3 | COMMUNITY FARM EMERGENCY RELIEF FUNDING | $15,000 |
| SONOMA COUNTY REGIONAL PARKS FOUNDATION | |||||||
| 2300 COUNTY CENTER DR STE 120A | SANTA ROSA | CA | 95403 | NONE | 501C3 | YES! (YOUTH EXPLORING SONOMA) | $10,000 |
| SPECIAL OLYMPICS NORTHERN CALIFORNIA INC | |||||||
| 1401 HALYARD DRIVE STE 100 | WEST SACRAMENTO | CA | 95691 | NONE | 501C3 | SPECIAL OLYMPICS SACRAMENTO ATHLETES & SCHOOL PROGRAM | $15,000 |
| STANFORD SETTLEMENT INC | |||||||
| 450 W EL CAMINO AVE | SACRAMENTO | CA | 95833 | NONE | 501C3 | TEEN CENTER | $15,000 |
| TEACH FOR AMERICA CALIFORNIA CAPITAL VALLEY | |||||||
| 400 CAPITOL MALL STE 900 | SACRAMENTO | CA | 95814 | NONE | 501C3 | 2025 SUMMER READING CAMP PROGRAM | $15,000 |
| THE CLIMATE CENTER | |||||||
| 1275 4TH STREET 191 | SANTA ROSA | CA | 95404 | NONE | 501C3 | ENGAGING DIVERSE STAKEHOLDERS TO ACCELERATE RESPONSIBLE CO2 REMOVAL | $20,000 |
| TLCS INC DBA HOPE COOPERATIVE | |||||||
| 650 HOWE AVE 400A | SACRAMENTO | CA | 95825 | NONE | 501C3 | WASH FOR WELLNESS: PROMOTING HEALTH, DIGNITY & CONFIDENCE | $25,000 |
| TULEYOME | |||||||
| 622 MAIN STREET | WOODLAND | CA | 95695 | NONE | 501C3 | TULEYOME ADVENTRUES EDUCATION PGM | $5,000 |
| UCP OF SACRAMENTO AND NORTHERN CALIFORNIA | |||||||
| 4350 AUBURN BOULEVARD | SACRAMENTO | CA | 95841 | NONE | 501C3 | ACCESSIBLE EXPERIENCES FOR INDIVIDUALS WITH DISABILITES | $10,000 |
| WELLSPRING WOMEN'S CENTER | |||||||
| 3414 4TH AVE | SACRAMENTO | CA | 95817 | NONE | 501C3 | FOOD EQUITY FOR MARGINALIZED WOMEN AND CHILDREN | $7,000 |
| WESTERN RIVERS CONSERVANCY | |||||||
| 71 SW OAK STREET STE 100 | PORTLAND | OR | 97204 | NONE | 501C3 | SO. FORK GUALALA RIVER CONSERVING & RESTORING REDWOOOD FORESTS | $25,000 |
| WOMENS EMPOWERMENT | |||||||
| 1590 NORTH A STREET | SACRAMENTO | CA | 95811 | NONE | 501C3 | EMPOWERING UNHOUSED WOMEN TO FIND HOMES & JOBS | $70,000 |
| YOLO BASIN FOUNDATION | |||||||
| PO BOX 943 | DAVIS | CA | 95617 | NONE | 501C3 | DISCOVER THE FLYWAY SCHOOL FIELD TRIP PGM CONNECTS CHILDREN TO NATURE | $15,000 |
| YOLO CRISIS NURSERY INC | |||||||
| 1107 KENNEDY PLACE SUITE 5 | DAVIS | CA | 95616 | NONE | 501C3 | SAFE STAYS & WRAPAROUND SERVICES | $25,000 |
| YOLO FOOD BANK | |||||||
| 233 HARTER AVE | WOODLAND | CA | 95776 | NONE | 501C3 | RICE & PROTEIN PROGRAM | $175,000 |
| YOLO HOSPICE | |||||||
| 1909 GALILEO COURT SUITE A | DAVIS | CA | 95618 | NONE | 501C3 | YOLOCARES FOR KIDS: PEER2PEER GRIEF GROUPS | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,994,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $522,965 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,286,597 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $727,153 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,536,715 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,536,715 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| RIVER CITY BANK | ||||||
| 1 | 2480 NATOMAS PARK DR 150 | SACRAMENTO | CA | 95833 | $375,000 | Yes (X) |
| THE JON S KELLY CHARITABLE LEAD TRU | ||||||
| 2 | 44897 N EL MACERO DR | EL MACERO | CA | 95618 | $291,384 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $44,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $44,500 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FMV OF GIFT NOTE RECEIVABLE | IdentifierTxt |
| Form And Line Reference | FORM 990-PF PART II LINE 7 EXPLANATION | FormAndLineReferenceDesc |
| Medium Explanation | BORROWER'S NAME FMV OF GIFT DATE OF GIFTJON S. KELLY 2019 IRREVOCABLE TRUST 3,267,000.00 1/1/2021 CPLT HOLDINGS 622,000.00 1/1/2021RILEY GARDNER 309,000.00 1/1/2021STEPHEN FLEMING 619,000.00 1/1/2021G.G. KELLY LLC 4,013,000.00 1/1/2021 | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB | FMV | $28,311,933 | $28,311,933 |
| MONETA FUND | AT COST | $1,200,000 | $1,200,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $230,350 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $3,629 | $0 | $3,629 |
| INSURANCE | $1,425 | $0 | $1,425 |
| WEBSITE EXPENSE | $11,032 | $0 | $11,032 |
| FILING FEE | $220 | $0 | $220 |
| OFFICE SUPPLIES | $14 | $0 | $14 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NOTE RECEIVABLE DISCOUNT AMORTIZATION | $797,021 | $797,021 | $797,021 |
| INTEREST INCOME ON NOTES RECEIVABLE | $489,576 | $489,576 | $489,576 |
| PARTNERSHIP NET INCOME | -$47,788 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $2,751,774 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $148,775 | EOYBookValueAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (5 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc | Consideration FMVConsiderationFMVAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| JON S KELLY 2019 IRRV TRUST | ||||||||||
| TRUSTEE IS DIRECTOR | $5,247,793 | $4,481,035 | 2021-01 | 2028-09 | INT ANNUALLY; PRINC DUE AT MATURITY | 1.510000000000 | UNSECURED | CHARITABLE GIFT OF EXISTING PROMISSORY NOTE FROM JON S. KELLY TRUST ESTATE | NA - GIFT BY ESTATE | $0 |
| CPLT HOLDINGS | ||||||||||
| NONE | $1,000,000 | $853,677 | 2021-01 | 2028-09 | INT ANNUALLY; PRINC DUE AT MATURITY | 1.510000000000 | UNSECURED | CHARITABLE GIFT OF EXISTING PROMISSORY NOTE FROM JON S. KELLY TRUST ESTATE | NA - GIFT BY ESTATE | $0 |
| RILEY GARDNER | ||||||||||
| DIRECTOR | $499,890 | $424,752 | 2021-01 | 2028-10 | INT ANNUALLY; PRINC DUE AT MATURITY | 1.510000000000 | UNSECURED | CHARITABLE GIFT OF EXISTING PROMISSORY NOTE FROM JON S. KELLY TRUST ESTATE | NA - GIFT BY ESTATE | $0 |
| STEPHEN FLEMING | ||||||||||
| DIRECTOR | $999,970 | $850,014 | 2021-01 | 2028-10 | INT ANNUALLY; PRINC DUE AT MATURITY | 1.510000000000 | UNSECURED | CHARITABLE GIFT OF EXISTING PROMISSORY NOTE FROM JON S. KELLY TRUST ESTATE | NA - GIFT BY ESTATE | $0 |
| GG KELLY LLC | ||||||||||
| LLC OWNED BY DIRECTOR | $7,649,677 | $6,006,179 | 2021-01 | 2029-08 | INT QUARTERLY; PRINC AT MATURITY; 3 MON LIBOR | 0.000000000000 | UNSECURED | CHARITABLE GIFT OF EXISTING PROMISSORY NOTE FROM JON S. KELLY TRUST ESTATE | NA - GIFT BY ESTATE | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $16,950 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,950 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JON S KELLY TRUST ESTATE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2480 NATOMAS PARK DR 150 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $29,668 | $0 | $0 |
| DEFERRED TAX EXPENSE | $38,250 | $0 | $0 |
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