Nonprofit · EIN 04-6880136
KELLY FOUNDATION
Also known as KELLY CHRISTOPHER & STATE STREET BK
Tax-exempt · WELLESLEY, MA 02481
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $39,524 | $64,682 | -$25,158 | $412,010 | $0 | $412,010 |
| September 30, 2024 | 990-PF | $49,368 | $50,502 | -$1,134 | $440,856 | $498 | $440,358 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $498
- Dividends
- $9,883
- Net rental income
- -$4,137
- Net gain from sales of assets
- $29,143
Expenses
- Grants and similar amounts paid
- $41,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $41,000
- Excise tax on investment income
- $218
Balance sheet and other
- Total assets, start of year
- $440,856
- Total assets, end of year
- $412,010
- Total liabilities, end of year
- $0
- Net assets, end of year
- $412,010
- Fair market value of assets
- $587,473
- Qualifying distributions
- $41,000
- Net investment income
- $39,024
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTOPHER KELLY 65 WOODCLIFF ROAD, WELLESLEY, MA 02481 | TRUSTEE | 1 | $0 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTOPHER KELLY 65 WOODCLIFF ROAD, WELLESLEY, MA 02481 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 65 WOODCLIFF RD, WELLESLEY, MA 02481-1303
- In care of
- % WILLIAM A M BURDEN & CO LP
- Signed the 990-PF
- CHRISTOPHER KELLY TRUSTEE, TRUSTEE
- Phone
- (617) 663-4884
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 04-6880136
- 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
- 1999
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $412,010
- Income (IRS master file)
- $10,381
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $39,524 | $64,682 | $412,010 | XML |
| 990-PF | September 2024 | $49,368 | $50,502 | $440,856 | XML |
| 990-PF | September 2023 | $37,720 | $63,167 | $430,409 | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2018 | – | – | – | 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 04-6880136).
Questions about KELLY FOUNDATION
- What is the EIN of KELLY FOUNDATION?
- The employer identification number (EIN) of KELLY FOUNDATION is 04-6880136.
- Is KELLY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to KELLY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KELLY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KELLY FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KELLY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of KELLY FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does KELLY FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $39,524, expenses of $64,682 and total assets of $412,010 at year end.
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All nonprofits in WELLESLEY · Massachusetts · Philanthropy, voluntarism and grantmaking foundations