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Nonprofit · EIN 22-2777470

THE JAMES B AND EILEEN M KELLY FOUNDATION INC

Tax-exempt · TRAVERSE CITY, MI 49684

Financials

$41K$6K2023$40K$23K2024$38K$117K2025
Revenue Expenses · by fiscal year end
Financials of THE JAMES B AND EILEEN M KELLY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$38,430$116,593-$78,163$662,003$2,500$659,503
December 31, 2024990-PF$40,453$23,338$17,115$740,171$2,500$737,671
December 31, 2023990-PF$41,488$5,798$35,690$723,093$2,500$720,593
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$38,430

Expenses

Grants and similar amounts paid
$110,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$112,954
Excise tax on investment income
$491

Balance sheet and other

Total assets, start of year
$740,171
Total assets, end of year
$662,003
Total liabilities, end of year
$2,500
Net assets, end of year
$659,503
Fair market value of assets
$1,138,961
Qualifying distributions
$112,954
Net investment income
$38,430

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.

NameTitleHours / weekCompensation
EILEEN M KELLY
3905 CRYSTAL DR, BEULAH, MI 49617
PR, TR, DIR0.25$0
STEPHEN R KELLY
7367 LUMLEY RD, BEAR LAKE, MI 49614
VP, SC, DIR0.25$0
MICHAEL M KELLY
1145 E 3RD AVENUE, DURANGO, CO 81301
DIR, TR0.25$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
EILEEN M KELLY
3905 CRYSTAL DR, BEULAH, MI 49617
PR, TR, DIR0.25$0
STEPHEN R KELLY
7367 LUMLEY RD, BEAR LAKE, MI 49614
VP, SC, DIR0.25$0
MICHAEL M KELLY
1145 E 3RD AVENUE, DURANGO, CO 81301
DIR, TR0.25$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
EILEEN M KELLY
3905 CRYSTAL DR, BEULAH, MI 49617
PR, TR, DIR0.25$0
STEPHEN R KELLY
7367 LUMLEY RD, BEAR LAKE, MI 49614
VP, SC, DIR0.25$0
MICHAEL M KELLY
1145 E 3RD AVENUE, DURANGO, CO 81301
DIR, TR0.25$0

Address and contacts

Address (IRS master file)
REHMANN 107 S CASS STREET SUITE A, TRAVERSE CITY, MI 49684-0000
In care of
% DAY BERRY & HOWARD
Signed the 990-PF
EILEEN M KELLY, PRESIDENT
Phone
(203) 977-7300
Return prepared by
REHMANN ROBSON 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
22-2777470
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
1987
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$662,003
Income (IRS master file)
$38,430

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$38,430$116,593$662,003IRS
990-PFDecember 2024$40,453$23,338$740,171IRS
990-PFDecember 2023$41,488$5,798$723,093XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 22-2777470).

Questions about THE JAMES B AND EILEEN M KELLY FOUNDATION INC

What is the EIN of THE JAMES B AND EILEEN M KELLY FOUNDATION INC?
The employer identification number (EIN) of THE JAMES B AND EILEEN M KELLY FOUNDATION INC is 22-2777470.
Is THE JAMES B AND EILEEN M KELLY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to THE JAMES B AND EILEEN M KELLY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE JAMES B AND EILEEN M KELLY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of THE JAMES B AND EILEEN M KELLY FOUNDATION INC 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 THE JAMES B AND EILEEN M KELLY FOUNDATION INC 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 THE JAMES B AND EILEEN M KELLY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does THE JAMES B AND EILEEN M KELLY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $38,430, expenses of $116,593 and total assets of $662,003 at year end.

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