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Nonprofit · EIN 26-6139249

BRIAN & JOELLE KELLY FAMILY FDN

Also known as BRIAN G KELLY TTEE

Tax-exempt · RED BANK, NJ 07701

Financials

$2.6M$3.1M2023$3.2M$3.8M2024$8M$3.4M2025
Revenue Expenses · by fiscal year end
Financials of BRIAN & JOELLE KELLY FAMILY FDN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$7,970,166$3,415,568$4,554,598$70,631,109$119,696$70,511,413
December 31, 2024990-PF$3,174,832$3,757,404-$582,572$58,656,697$122,772$58,533,925
December 31, 2023990-PF$2,625,861$3,146,889-$521,028$56,322,089$115,954$56,206,135
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$2,481,489
Dividends
$1,497,535
Interest
$328,540
Net gain from sales of assets
$3,662,440
Other income
$162

Expenses

Grants and similar amounts paid
$2,994,034
Salaries, compensation and benefits (total)
$119,352
Disbursements for charitable purposes
$3,177,597
Excise tax on investment income
$72,983

Balance sheet and other

Total assets, start of year
$58,656,697
Total assets, end of year
$70,631,109
Total liabilities, end of year
$119,696
Net assets, end of year
$70,511,413
Fair market value of assets
$70,631,109
Qualifying distributions
$3,177,597
Net investment income
$5,488,515

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
A MOORE
C/O CHADWICK CO 225 ROUTE 35N 102, RED BANK, NJ 07701
Advisor
Highest-paid employee
15$119,352
BRIAN G KELLY
C/O CHADWICK CO 225 ROUTE 35, RED BANK, NJ 07701
Trustee12$0
JOELLE S KELLY
C/O CHADWICK CO 225 ROUTE 35, RED BANK, NJ 07701
Trustee2$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
A MOORE
C/O CHADWICK CO 225 ROUTE 35N 102, RED BANK, NJ 07701
Advisor
Highest-paid employee
15$107,714
BRIAN G KELLY
C/O CHADWICK CO 225 ROUTE 35, RED BANK, NJ 07701
Trustee12$0
JOELLE S KELLY
C/O CHADWICK CO 225 ROUTE 35, RED BANK, NJ 07701
Trustee2$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
A MOORE
C/O CHADWICK CO 225 ROUTE 35N 102, RED BANK, NJ 07701
Advisor
Highest-paid employee
15$56,250
BRIAN G KELLY
C/O CHADWICK CO 225 ROUTE 35, RED BANK, NJ 07701
Trustee12$0
JOELLE S KELLY
C/O CHADWICK CO 225 ROUTE 35, RED BANK, NJ 07701
Trustee2$0

Address and contacts

Address (IRS master file)
225 HIGHWAY 35 102C, RED BANK, NJ 07701-5933
In care of
% ROBERT CHADWICK CPA
Signed the 990-PF
BRIAN G KELLY, Trustee
Phone
(732) 345-8300
Return prepared by
Chadwick and Company CPA PC

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
26-6139249
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
2008
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$70,631,109
Income (IRS master file)
$17,934,853

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$7,970,166$3,415,568$70,631,109XML
990-TDecember 2025–––IRS
990-PFDecember 2024$3,174,832$3,757,404$58,656,697XML
990-TDecember 2024–––IRS
990-PFDecember 2023$2,625,861$3,146,889$56,322,089XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 26-6139249).

Questions about BRIAN & JOELLE KELLY FAMILY FDN

What is the EIN of BRIAN & JOELLE KELLY FAMILY FDN?
The employer identification number (EIN) of BRIAN & JOELLE KELLY FAMILY FDN is 26-6139249.
Is BRIAN & JOELLE KELLY FAMILY FDN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
Are donations to BRIAN & JOELLE KELLY FAMILY FDN tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BRIAN & JOELLE KELLY FAMILY FDN file?
Form 990-PF. Private foundations file every year.
When is the next return of BRIAN & JOELLE KELLY FAMILY FDN 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 BRIAN & JOELLE KELLY FAMILY FDN 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 BRIAN & JOELLE KELLY FAMILY FDN?
The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $119,352 (A MOORE, Advisor).
How much revenue does BRIAN & JOELLE KELLY FAMILY FDN have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $7,970,166, expenses of $3,415,568 and total assets of $70,631,109 at year end.

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