Nonprofit · EIN 06-1661997
WILLIAM & RUTH KELLY FAMILY FOUNDATION
Tax-exempt · MEDINA, OH 44256
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $143,601 | $77,328 | $66,273 | $1,187,882 | $0 | $1,187,882 |
| December 31, 2024 | 990-PF | $111,315 | $65,949 | $45,366 | $1,121,609 | $0 | $1,121,609 |
| December 31, 2023 | 990-PF | $51,967 | $66,910 | -$14,943 | $1,076,243 | $0 | $1,076,243 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $26,870
- Interest
- $4,025
- Net gain from sales of assets
- $112,706
Expenses
- Grants and similar amounts paid
- $75,040
- Disbursements for charitable purposes
- $75,040
- Excise tax on investment income
- $1,996
Balance sheet and other
- Total assets, start of year
- $1,121,609
- Total assets, end of year
- $1,187,882
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,187,882
- Fair market value of assets
- $1,751,470
- Qualifying distributions
- $75,040
- Net investment income
- $143,601
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Robert W Kelly 3337 Medina Raod, Medina, OH 44256 | President | 0 | $0 |
| Raymond C Kelly 3337 Medina Road, Medina, OH 44256 | Secretary | 0 | $0 |
| James C Kelly 3593 Medina Rd Ste 359, Medina, OH 44256 | Treasurer | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Robert W Kelly 3337 Medina Raod, Medina, OH 44256 | President | 0 | $0 |
| Raymond C Kelly 3337 Medina Road, Medina, OH 44256 | Secretary | 0 | $0 |
| James C Kelly 4231 Beach Road, Medina, OH 44256 | Treasurer | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Robert W Kelly 3337 Medina Raod, Medina, OH 44256 | President | 0 | $0 |
| Raymond C Kelly 3337 Medina Road, Medina, OH 44256 | Secretary | 0 | $0 |
| James C Kelly 4231 Beach Road, Medina, OH 44256 | Treasurer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 3593 MEDINA RD STE 257, MEDINA, OH 44256-8182
- In care of
- % JAMES C KELLY
- Signed the 990-PF
- JAMES C KELLY, Treasurer
- Return prepared by
- Davis Nagy and Company 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 06-1661997
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $1,187,882
- Income (IRS master file)
- $143,601
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $143,601 | $77,328 | $1,187,882 | IRS |
| 990-PF | December 2024 | $111,315 | $65,949 | $1,121,609 | XML |
| 990-PF | December 2023 | $51,967 | $66,910 | $1,076,243 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 06-1661997).
Questions about WILLIAM & RUTH KELLY FAMILY FOUNDATION
- What is the EIN of WILLIAM & RUTH KELLY FAMILY FOUNDATION?
- The employer identification number (EIN) of WILLIAM & RUTH KELLY FAMILY FOUNDATION is 06-1661997.
- Is WILLIAM & RUTH KELLY FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to WILLIAM & RUTH KELLY FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM & RUTH KELLY FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM & RUTH KELLY FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM & RUTH KELLY FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of WILLIAM & RUTH KELLY FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does WILLIAM & RUTH KELLY FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $143,601, expenses of $77,328 and total assets of $1,187,882 at year end.
Other nonprofits in MEDINA
- PARK FAMILY FOUNDATION EIN 20-0791170 · last filed 990-PF for 2025
- MEDINA COUNTY COMMUNITY FOUNDATION EIN 88-4105033 · last filed 990 for 2024
- GIVING FOUNDATION INC EIN 92-2079241 · last filed 990 for 2025
- LOGSDON FAMILY FOUNDATION EIN 47-5127863 · last filed 990-PF for 2025
- KENNETH AND BARBARA WOLFF FOUNDATION EIN 27-0175925 · last filed 990-PF for 2025
- FOE 2224 CHARITY FUND INC EIN 61-1459872 · last filed 990-PF for 2025
- PALKO FAMILY FOUNDATION EIN 47-2285129 · last filed 990-PF for 2025
- VANA FAMILY FOUNDATION EIN 20-1356963 · last filed 990-PF for 2025
All nonprofits in MEDINA · Ohio · Philanthropy, voluntarism and grantmaking foundations