Nonprofit · EIN 77-0547275
ROBERT AND RENEE KELLY FOUNDATION
Tax-exempt · NEWPORT BEACH, CA 92663
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $42,392 | $15,798 | $26,594 | $781,763 | $0 | $781,763 |
| December 31, 2024 | 990-PF | $47,258 | $28,825 | $18,433 | $755,169 | $0 | $755,169 |
| December 31, 2023 | 990-PF | $48,321 | $50,776 | -$2,455 | $736,736 | $0 | $736,736 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $42,335
- Interest
- $57
Expenses
- Grants and similar amounts paid
- $12,000
- Disbursements for charitable purposes
- $15,131
- Excise tax on investment income
- $589
Balance sheet and other
- Total assets, start of year
- $755,169
- Total assets, end of year
- $781,763
- Total liabilities, end of year
- $0
- Net assets, end of year
- $781,763
- Fair market value of assets
- $569,705
- Qualifying distributions
- $15,131
- Net investment income
- $42,392
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 |
|---|---|---|---|
| Renee C Kelly 601 Lido Park Drive 3D, Newport Beach, CA 926634462 | President | 1 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Renee C Kelly 601 Lido Park Drive 3D, Newport Beach, CA 926634462 | President | 1 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Renee C Kelly 601 Lido Park Drive 3D, Newport Beach, CA 926634462 | President | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 601 LIDO PARK DR APT 3D, NEWPORT BEACH, CA 92663-4462
- In care of
- % RENEE KELLY
- Signed the 990-PF
- Renee C Kelly, President
- Phone
- (831) 915-8734
- Return prepared by
- Steinbruner Hill CPAs
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0547275 or by the name ROBERT AND RENEE KELLY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 77-0547275
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $781,763
- Income (IRS master file)
- $42,392
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $42,392 | $15,798 | $781,763 | XML |
| 990-PF | December 2024 | $47,258 | $28,825 | $755,169 | XML |
| 990-PF | December 2023 | $48,321 | $50,776 | $736,736 | 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 77-0547275).
Questions about ROBERT AND RENEE KELLY FOUNDATION
- What is the EIN of ROBERT AND RENEE KELLY FOUNDATION?
- The employer identification number (EIN) of ROBERT AND RENEE KELLY FOUNDATION is 77-0547275.
- Is ROBERT AND RENEE KELLY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to ROBERT AND RENEE KELLY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT AND RENEE KELLY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT AND RENEE KELLY 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 ROBERT AND RENEE KELLY 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 ROBERT AND RENEE KELLY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does ROBERT AND RENEE KELLY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $42,392, expenses of $15,798 and total assets of $781,763 at year end.
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