Nonprofit · EIN 20-8038344
KELLY FAMILY FOUNDATION
Tax-exempt · DANIELS, WV 25832
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $203,698 | $67,174 | $136,524 | $884,388 | $0 | $884,388 |
| September 30, 2024 | 990-PF | $99,072 | $50,185 | $48,887 | $747,864 | $0 | $747,864 |
| September 30, 2023 | 990-PF | $53,075 | $62,282 | -$9,207 | $698,977 | $0 | $698,977 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $20,227
- Interest
- $60
- Net gain from sales of assets
- $183,411
Expenses
- Grants and similar amounts paid
- $61,950
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $61,950
- Excise tax on investment income
- $2,759
Balance sheet and other
- Total assets, start of year
- $747,864
- Total assets, end of year
- $884,388
- Total liabilities, end of year
- $0
- Net assets, end of year
- $884,388
- Fair market value of assets
- $981,804
- Qualifying distributions
- $61,950
- Net investment income
- $203,698
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 |
|---|---|---|---|
| MICHAEL A KELLY 1331 LAKE DRIVE, DANIELS, WV 25832 | PRESIDENT & SECRETARY | 1 | $0 |
| JOANNE J KELLY 1331 LAKE DRIVE, DANIELS, WV 25832 | VICE PRESIDENT & TREASURER | 1 | $0 |
990-PF for the year ended September 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL A KELLY 1331 LAKE DRIVE, DANIELS, WV 25832 | PRESIDENT & SECRETARY | 1 | $0 |
| JOANNE J KELLY 1331 LAKE DRIVE, DANIELS, WV 25832 | VICE PRESIDENT & TREASURER | 1 | $0 |
990-PF for the year ended September 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL A KELLY 1331 LAKE DRIVE, DANIELS, WV 25832 | PRESIDENT & SECRETARY | 1 | $0 |
| JOANNE J KELLY 1331 LAKE DRIVE, DANIELS, WV 25832 | VICE PRESIDENT & TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1331 LAKE DR, DANIELS, WV 25832-9237
- In care of
- % MICHAEL A KELLY MD
- Signed the 990-PF
- MICHAEL KELLY, PRESIDENT
- Phone
- (304) 716-6227
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
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 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 20-8038344
- 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
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $884,388
- Income (IRS master file)
- $767,171
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $203,698 | $67,174 | $884,388 | XML |
| 990-PF | September 2024 | $99,072 | $50,185 | $747,864 | XML |
| 990-PF | September 2023 | $53,075 | $62,282 | $698,977 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 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 20-8038344).
Questions about KELLY FAMILY FOUNDATION
- What is the EIN of KELLY FAMILY FOUNDATION?
- The employer identification number (EIN) of KELLY FAMILY FOUNDATION is 20-8038344.
- Is KELLY FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to KELLY FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KELLY FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KELLY FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KELLY FAMILY 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 FAMILY FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does KELLY FAMILY FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $203,698, expenses of $67,174 and total assets of $884,388 at year end.
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