Kelly Charitable Remainder Ann Tr
EIN 957108645Total Given 2016–2024
$684K
79 grants · $76K avg/year
based on 9 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$8K
typical small grants · $3K–$10K
grant size
68%
deep partner · 15/22 multi-year
repeat
$1.8M
Assets (2024)
22
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(213) 617-4143
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $78K | $1.7M | $53K | 14 |
| 2017 | $72K | $1.9M | $94K | 15 |
| 2018 | $82K | $1.7M | $99K | 14 |
| 2020 | $42K | $1.9M | $65K | 8 |
| 2021 | $75K | $2.1M | $110K | 7 |
| 2022 | $85K | $1.8M | $74K | 7 |
| 2023 | $85K | $1.8M | $78K | 7 |
| 2024 | $165K | $1.8M | $135K | 7 |
Grant Size Distribution
Based on 79 grants on record
Minimum
$1K
25th Pctl
$3K
Median
$8K
Average
$9K
75th Pctl
$10K
Maximum
$33K
Geographic Distribution
Officers & Directors
Grants Awarded (79 total)
| Purpose | ||||
|---|---|---|---|---|
| Masonic Homes of California | San Francisco, CA | $33,000 | ADD TO ENDOWMENT TO OPERATE HOMES IN CA | 2024 |
| Masonic Villages of the Grand Lodge | Elizabethtown, PA | $33,000 | ASSIST OPERATING CHILDREN'S HOME | 2024 |
| Shriners Hospitals for Children | Pasadena, CA | $33,000 | PROVIDE MEDICAL CARE TO INDIGENT CHILDREN | 2024 |
| American Friends of Birdlife Intl | New York, NY | $27,000 | FOR WILDLIFE PRESERVATION | 2016 |
| Masonic Homes of California | San Francisco, CA | $17,000 | ADD TO ENDOWMENT TO OPERATE HOMES IN CA | 2023 |
| Masonic Villages of the Grand Lodge | Elizabethtown, PA | $17,000 | ASSIST OPERATING CHILDREN'S HOME | 2023 |
| Shriners Hospitals for Children | Pasadena, CA | $17,000 | PROVIDE MEDICAL CARE TO INDIGENT CHILDREN | 2023 |
| Masonic Homes of California | San Francisco, CA | $17,000 | ADD TO ENDOWMENT TO OPERATE HOMES IN CA | 2022 |
| Masonic Villages of the Grand Lodge | Elizabethtown, PA | $17,000 | ASSIST OPERATING CHILDREN'S HOME | 2022 |
| Shriners Hospitals for Children | Pasadena, CA | $17,000 | PROVIDE MEDICAL CARE TO INDIGENT CHILDREN | 2022 |
| California Scottish Rite Foundation | Santa Ana, CA | $16,500 | TEACH CHILDREN WITH APHASIA&DYSLEXIA | 2024 |
| John Tracy Clinic | Los Angeles, CA | $16,500 | ASSIST YOUNG DEAF CHILDREN AT CLINIC | 2024 |
| Momentum Agencies | Woodland Hills, CA | $16,500 | PROVIDE CARE TO CHILDREN WITH CEREBR | 2024 |
| Wayfinder Family Services | Los Angeles, CA | $16,500 | ASSIST YOUTH WITH EYESIGHT DIFFICULTIES | 2024 |
| Masonic Homes of California | San Francisco, CA | $15,000 | ADD TO ENDOWMENT TO OPERATE HOMES IN CA | 2021 |
| Masonic Villages of the Grand Lodge | Elizabethtown, PA | $15,000 | ASSIST OPERATING CHILDREN'S HOME | 2021 |
| Shriners Hospitals for Children | Pasadena, CA | $15,000 | PROVIDE MEDICAL CARE TO INDIGENT CHILDREN | 2021 |
| Csu Channel Islands Foundation | Camarillo, CA | $15,000 | TO HELP ENDOW SCHOLARSHIP FUND | 2016 |
| Yale University | New Haven, CT | $15,000 | GENERAL OPERATIONS | 2017 |
| Sonoma State Uni Academic Foundatio | Rohnert Park, CA | $10,000 | TO HELP ENDOW FUND FOR THE ARTS | 2016 |
| American Friends of Birdlife Intl | New York, NY | $10,000 | FOR WILDLIFE PRESERVATION | 2017 |
| American Friends of Birdlife Intl | New York, NY | $10,000 | FOR WILDLIFE PRESERVATION | 2018 |
| California State Univ Foundation | Long Beach, CA | $10,000 | SCHOLARSHIP | 2018 |
| Masonic Homes of California | San Francisco, CA | $10,000 | ENDOWMENT TO OPERATE HOMES IN CA | 2018 |
| Masonic Villages of the Grand Lodge | Elizabethtown, PA | $10,000 | ASSIST OPERATING CHILDREN'S HOME | 2018 |