Nonprofit · EIN 03-6117463
JAMES F KELLY AND FERNANDE KELLY CHARITABLE TR
Tax-exempt · MANCHESTER, NH 03101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $10,573 | $26,816 | -$16,243 | $188,801 | $0 | $188,801 |
| November 30, 2024 | 990-PF | $11,259 | $5,978 | $5,281 | $205,044 | $0 | $205,044 |
| November 30, 2023 | 990-PF | -$7,810 | $15,426 | -$23,236 | $199,763 | $0 | $199,763 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $6,621
- Net gain from sales of assets
- $3,952
Expenses
- Grants and similar amounts paid
- $21,700
- Compensation of officers, directors and key employees
- $4,074
- Disbursements for charitable purposes
- $21,700
- Excise tax on investment income
- $77
Balance sheet and other
- Total assets, start of year
- $205,044
- Total assets, end of year
- $188,801
- Total liabilities, end of year
- $0
- Net assets, end of year
- $188,801
- Fair market value of assets
- $231,769
- Qualifying distributions
- $21,700
- Net investment income
- $10,573
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TD Bank NA 300 Franklin Street, Manchester, NH 03101 | Trustee | 1 | $4,074 |
990-PF for the year ended November 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TD Bank NA 300 Franklin Street, Manchester, NH 03101 | Trustee | 1 | $3,993 |
990-PF for the year ended November 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TD Bank NA 5 Commerce Park North, Bedford, NH 03110 | Trustee | 1 | $3,876 |
Address and contacts
- Address (IRS master file)
- 300 FRANKLIN ST, MANCHESTER, NH 03101-2318
- In care of
- % TD BANK NA TTEE FIDUCIARY TX DEPT
- Signed the 990-PF
- TRICIA J SMITH, TD Bank Trustee
- Phone
- (877) 773-1229
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 03-6117463
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2007
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $188,801
- Income (IRS master file)
- $17,877
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $10,573 | $26,816 | $188,801 | XML |
| 990-PF | November 2024 | $11,259 | $5,978 | $205,044 | XML |
| 990-PF | November 2023 | -$7,810 | $15,426 | $199,763 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 03-6117463).
Questions about JAMES F KELLY AND FERNANDE KELLY CHARITABLE TR
- What is the EIN of JAMES F KELLY AND FERNANDE KELLY CHARITABLE TR?
- The employer identification number (EIN) of JAMES F KELLY AND FERNANDE KELLY CHARITABLE TR is 03-6117463.
- Is JAMES F KELLY AND FERNANDE KELLY CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to JAMES F KELLY AND FERNANDE KELLY CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES F KELLY AND FERNANDE KELLY CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES F KELLY AND FERNANDE KELLY CHARITABLE TR due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES F KELLY AND FERNANDE KELLY CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of JAMES F KELLY AND FERNANDE KELLY CHARITABLE TR?
- The 990-PF for the year ended November 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,074 (TD Bank NA, Trustee).
- How much revenue does JAMES F KELLY AND FERNANDE KELLY CHARITABLE TR have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $10,573, expenses of $26,816 and total assets of $188,801 at year end.
Other nonprofits in MANCHESTER
- MARK STEBBINS COMMUNITY CENTER EIN 87-4002783 · last filed 990 for 2024
- MANNHEIMER CHARITABLE TR EIN 22-6161919 · last filed 990-PF for 2025
- ANNIE ROWELL INTRVS TR EIN 02-6110470 · last filed 990-PF for 2026
- THE MARY GALE FOUNDATION INC EIN 57-1171038 · last filed 990-PF for 2025
- DEKA FOUNDATION EIN 27-1188399 · last filed 990-PF for 2025
- GILDEA-OKEEFE FOUNDATION EIN 90-0630591 · last filed 990-PF for 2026
- ANNIE L ROWELL CHARITABLE REMAINDER TRUST EIN 02-6055400 · last filed 990-PF for 2026
- ISABEL L MAKEPEACE 1985 TRUST UA 130-1174600 EIN 04-6529891 · last filed 990-PF for 2025
All nonprofits in MANCHESTER · New Hampshire · Philanthropy, voluntarism and grantmaking foundations