Nonprofit · EIN 61-6273524
JOHN M & LINDA J KELLY FAMILY CHARITABLE FOUNDATION
Tax-exempt · BOWLING GREEN, KY 42103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $128,933 | $112,596 | $16,337 | $1,579,513 | $0 | $1,579,513 |
| December 31, 2024 | 990-PF | $140,960 | $120,506 | $20,454 | $1,563,159 | $0 | $1,563,159 |
| December 31, 2023 | 990-PF | $121,101 | $115,281 | $5,820 | $1,538,987 | $0 | $1,538,987 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $37,000
- Dividends
- $34,519
- Interest
- $305
- Net gain from sales of assets
- $57,109
Expenses
- Grants and similar amounts paid
- $95,000
- Compensation of officers, directors and key employees
- $12,741
- Disbursements for charitable purposes
- $99,618
- Excise tax on investment income
- $1,123
Balance sheet and other
- Total assets, start of year
- $1,563,159
- Total assets, end of year
- $1,579,513
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,579,513
- Fair market value of assets
- $2,388,523
- Qualifying distributions
- $99,618
- Net investment income
- $91,933
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 |
|---|---|---|---|
| FARMER'S NATIONAL BANK C/O WEALTHSOUTH 911 COLLEGE ST 100, BOWLING GREEN, KY 42101 | TRUSTEE | 0 | $12,741 |
| JOHN D GRIDER WEALTHSOUTH, 1818 WALLACE CT, BOWLING GREEN, KY 42103 | CHARITABLE GIFT COMMITTEE | 0 | $0 |
| CHARLES E ENGLISH WEALTHSOUTH, 1818 WALLACE CT, BOWLING GREEN, KY 42103 | CHARITABLE GIFT COMMITTEE | 0 | $0 |
| MICHAEL J KELLY WEALTHSOUTH, 1818 WALLACE CT, BOWLING GREEN, KY 42103 | CHARITABLE GIFT COMMITTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FARMER'S NATIONAL BANK C/O WEALTHSOUTH 911 COLLEGE ST 100, BOWLING GREEN, KY 42101 | TRUSTEE | 0 | $12,438 |
| JOHN D GRIDER WEALTHSOUTH, 1818 WALLACE CT, BOWLING GREEN, KY 42103 | CHARITABLE GIFT COMMITTEE | 0 | $0 |
| CHARLES E ENGLISH WEALTHSOUTH, 1818 WALLACE CT, BOWLING GREEN, KY 42103 | CHARITABLE GIFT COMMITTEE | 0 | $0 |
| MICHAEL J KELLY WEALTHSOUTH, 1818 WALLACE CT, BOWLING GREEN, KY 42103 | CHARITABLE GIFT COMMITTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FARMER'S NATIONAL BANK C/O WEALTHSOUTH 911 COLLEGE ST 100, BOWLING GREEN, KY 42101 | TRUSTEE | 0 | $11,900 |
| JOHN D GRIDER C/O WEALTHSOUTH 911 COLLEGE ST 100, BOWLING GREEN, KY 42101 | CHARITABLE GIFT COMMITTEE | 0 | $0 |
| CHARLES E ENGLISH C/O WEALTHSOUTH 911 COLLEGE ST 100, BOWLING GREEN, KY 42101 | CHARITABLE GIFT COMMITTEE | 0 | $0 |
| MICHAEL J KELLY C/O WEALTHSOUTH 911 COLLEGE ST 100, BOWLING GREEN, KY 42101 | CHARITABLE GIFT COMMITTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- WEALTHSOUTH 1818 WALLACE CT C202, BOWLING GREEN, KY 42103-0000
- In care of
- % WEALTHSOUTH
- Signed the 990-PF
- WEALTHSOUTH, TRUSTEE
- Phone
- (270) 393-4485
- Return prepared by
- Forvis Mazars LLP
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
- 61-6273524
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,579,513
- Income (IRS master file)
- $183,606
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $128,933 | $112,596 | $1,579,513 | XML |
| 990-PF | December 2024 | $140,960 | $120,506 | $1,563,159 | IRS |
| 990-PF | December 2023 | $121,101 | $115,281 | $1,538,987 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 61-6273524).
Questions about JOHN M & LINDA J KELLY FAMILY CHARITABLE FOUNDATION
- What is the EIN of JOHN M & LINDA J KELLY FAMILY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of JOHN M & LINDA J KELLY FAMILY CHARITABLE FOUNDATION is 61-6273524.
- Is JOHN M & LINDA J KELLY FAMILY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to JOHN M & LINDA J KELLY FAMILY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN M & LINDA J KELLY FAMILY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN M & LINDA J KELLY FAMILY CHARITABLE 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 JOHN M & LINDA J KELLY FAMILY CHARITABLE 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 JOHN M & LINDA J KELLY FAMILY CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $12,741 (FARMER'S NATIONAL BANK, TRUSTEE).
- How much revenue does JOHN M & LINDA J KELLY FAMILY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $128,933, expenses of $112,596 and total assets of $1,579,513 at year end.
Other nonprofits in BOWLING GREEN
- COMMUNITY FOUNDATION OF SOUTH CENTRAL KENTUCKY INC EIN 61-1284951 · last filed 990 for 2024
- FBT FOR A BRIGHTER TOMORROW CHARITABLE FUND INC EIN 83-0672445 · last filed 990 for 2025
- UNITED WAY OF SOUTHERN KENTUCKY INC EIN 61-0590564 · last filed 990 for 2025
- THE WELDON H JOHNSON FAMILY EIN 43-1781682 · last filed 990-PF for 2024
- BILLIE P HATCHER AMENDED & RESTATED REVOCABLE LIVING TRUST AGREEMENT EIN 83-6562576 · last filed 990-PF for 2024
- J CLYDE AND VELMA APOLIOS ENGLAND FAMILY CHARITABLE FOUNDATION NO 2 EIN 20-7277315 · last filed 990-PF for 2025
- BETH BRADFORD FAMILY FOUNDATION EIN 87-3165984 · last filed 990-PF for 2025
- JOHN E AND SHERYL M DOWNING FAMILY CHARITABLE FOUNDATION EIN 27-4376195 · last filed 990-PF for 2025
All nonprofits in BOWLING GREEN · Kentucky · Philanthropy, voluntarism and grantmaking foundations