Nonprofit · EIN 26-4060029
KELLY CHARITABLE TRUST
Tax-exempt · PAOLA, KS 66071
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $130,715 | $82,386 | $48,329 | $1,367,312 | $0 | $1,367,312 |
| April 30, 2025 | 990-PF | $102,106 | $77,396 | $24,710 | $1,318,983 | $0 | $1,318,983 |
| April 30, 2024 | 990-PF | $57,840 | $75,711 | -$17,871 | $1,293,588 | $0 | $1,293,588 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Dividends
- $54,726
- Interest
- $6,740
- Net gain from sales of assets
- $68,729
- Other income
- $520
Expenses
- Grants and similar amounts paid
- $53,178
- Compensation of officers, directors and key employees
- $24,844
- Disbursements for charitable purposes
- $66,464
- Excise tax on investment income
- $1,620
Balance sheet and other
- Total assets, start of year
- $1,318,983
- Total assets, end of year
- $1,367,312
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,367,312
- Fair market value of assets
- $1,490,176
- Qualifying distributions
- $66,464
- Net investment income
- $130,715
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 April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST OPTION BANK 702 BAPTISTE DR, PAOLA, KS 66071 | TRUSTEE | 0.5 | $24,844 |
990-PF for the year ended April 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST OPTION BANK 702 BAPTISTE DR, PAOLA, KS 66071 | TRUSTEE | 0.5 | $23,931 |
990-PF for the year ended April 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST OPTION BANK 702 BAPTISTE DR, PAOLA, KS 66071 | TRUSTEE | 0.5 | $22,510 |
Address and contacts
- Address (IRS master file)
- 702 BAPTISTE DR, PAOLA, KS 66071-1337
- In care of
- % KATHY LOVIG
- Signed the 990-PF
- FIRST OPTION BANK, TRUSTEE
- Phone
- (913) 259-2110
- Return prepared by
- A&G CONSULTANTS
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 26-4060029
- 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
- 2009
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,367,312
- Income (IRS master file)
- $625,610
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $130,715 | $82,386 | $1,367,312 | XML |
| 990-PF | April 2025 | $102,106 | $77,396 | $1,318,983 | XML |
| 990-PF | April 2024 | $57,840 | $75,711 | $1,293,588 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | 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 26-4060029).
Questions about KELLY CHARITABLE TRUST
- What is the EIN of KELLY CHARITABLE TRUST?
- The employer identification number (EIN) of KELLY CHARITABLE TRUST is 26-4060029.
- Is KELLY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to KELLY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KELLY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KELLY CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KELLY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of KELLY CHARITABLE TRUST?
- The 990-PF for the year ended April 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $24,844 (FIRST OPTION BANK, TRUSTEE).
- How much revenue does KELLY CHARITABLE TRUST have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $130,715, expenses of $82,386 and total assets of $1,367,312 at year end.
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All nonprofits in PAOLA · Kansas · Philanthropy, voluntarism and grantmaking foundations