Nonprofit · EIN 90-6303656
MATTHEW EG KELLY RESIDUARY TRUST
Also known as CHARLES MCGETTIGAN TTEE
Tax-exempt · NOVATO, CA 94945
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $6,052,632 | $6,667,495 | -$614,863 | $2,305,501 | $177,690 | $2,127,811 |
| September 30, 2024 | 990-PF | $6,614,650 | $4,342,186 | $2,272,464 | $8,354,139 | $394,263 | $7,959,876 |
| September 30, 2023 | 990-PF | $2,920,806 | $5,516,419 | -$2,595,613 | $6,897,167 | $1,070,530 | $5,826,637 |
| September 30, 2022 | 990-PF | $2,106,026 | $1,689,017 | $417,009 | $8,422,250 | $0 | $8,422,250 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Interest
- $90,891
- Net gain from sales of assets
- $104
- Other income
- $5,961,637
Expenses
- Grants and similar amounts paid
- $6,603,601
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $6,603,601
- Excise tax on investment income
- $83,243
Balance sheet and other
- Total assets, start of year
- $8,354,139
- Total assets, end of year
- $2,305,501
- Total liabilities, end of year
- $177,690
- Net assets, end of year
- $2,127,811
- Fair market value of assets
- $2,305,501
- Qualifying distributions
- $6,603,601
- Net investment income
- $6,052,632
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES CROCKER III 415 DOWDELL LANE, ST HELENA, CA 94574 | DIRECTOR | 2 | $0 |
| CHARLES MCGETTIGAN 1199 BUSH STREET SUITE 350, SAN FRANCISCO, CA 94109 | DIRECTOR | 2 | $0 |
| CONRAD DONNER 465 CALIFORNIA STREET SUITE 222, SAN FRANCISCO, CA 94104 | SECRETARY | 2 | $0 |
| TODD TRAINA 2255 LYON STREET, SAN FRANCISCO, CA 94115 | DIRECTOR | 2 | $0 |
990-PF for the year ended September 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES CROCKER III 415 DOWDELL LANE, ST HELENA, CA 94574 | DIRECTOR | 2 | $0 |
| CHARLES MCGETTIGAN 1199 BUSH STREET SUITE 350, SAN FRANCISCO, CA 94109 | DIRECTOR | 2 | $0 |
| CONRAD DONNER 465 CALIFORNIA STREET SUITE 222, SAN FRANCISCO, CA 94104 | SECRETARY | 2 | $0 |
| TODD TRAINA 2255 LYON STREET, SAN FRANCISCO, CA 94115 | DIRECTOR | 2 | $0 |
990-PF for the year ended September 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES CROCKER III 415 DOWDELL LANE, ST HELENA, CA 94574 | DIRECTOR | 2 | $0 |
| MATTHEW B KELLY 205 MISTY GARDEN STREET, HENDERSON, NV 89012 | PRESIDENT | 2 | $0 |
| MARY KELLY 205 MISTY GARDEN STREET, HENDERSON, NV 89012 | DIRECTOR | 2 | $0 |
| CHARLES MCGETTIGAN 1199 BUSH STREET SUITE 350, SAN FRANCISCO, CA 94109 | DIRECTOR | 2 | $0 |
| CONRAD DONNER 465 CALIFORNIA STREET SUITE 222, SAN FRANCISCO, CA 94104 | SECRETARY | 2 | $0 |
990-PF for the year ended September 30, 2022: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES CROCKER III 415 DOWDELL LANE, ST HELENA, CA 94574 | DIRECTOR | 2 | $0 |
| MATTHEW B KELLY 205 MISTY GARDEN STREET, HENDERSON, NV 89012 | PRESIDENT | 2 | $0 |
| MARY KELLY 205 MISTY GARDEN STREET, HENDERSON, NV 89012 | DIRECTOR | 2 | $0 |
| CHARLES MCGETTIGAN 1199 BUSH STREET SUITE 350, SAN FRANCISCO, CA 94109 | DIRECTOR | 2 | $0 |
| CONRAD DONNER 465 CALIFORNIA STREET SUITE 222, SAN FRANCISCO, CA 94104 | SECRETARY | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 7200 REDWOOD BLVD STE 403, NOVATO, CA 94945-3249
- In care of
- % GHIRADO CPA
- Signed the 990-PF
- CHARLES MCGETTIGAN, DIRECTOR
- Phone
- (415) 652-3445
- Return prepared by
- GHIRARDO CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 90-6303656 or by the name MATTHEW EG KELLY RESIDUARY TRUST.
- 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 90-6303656
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,305,501
- Income (IRS master file)
- $6,052,632
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $6,052,632 | $6,667,495 | $2,305,501 | XML |
| 990-PF | September 2024 | $6,614,650 | $4,342,186 | $8,354,139 | XML |
| 990-PF | September 2023 | $2,920,806 | $5,516,419 | $6,897,167 | XML |
| 990-PF | September 2022 | $2,106,026 | $1,689,017 | $8,422,250 | XML |
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 90-6303656).
Questions about MATTHEW EG KELLY RESIDUARY TRUST
- What is the EIN of MATTHEW EG KELLY RESIDUARY TRUST?
- The employer identification number (EIN) of MATTHEW EG KELLY RESIDUARY TRUST is 90-6303656.
- Is MATTHEW EG KELLY RESIDUARY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does MATTHEW EG KELLY RESIDUARY TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MATTHEW EG KELLY RESIDUARY TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MATTHEW EG KELLY RESIDUARY TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of MATTHEW EG KELLY RESIDUARY TRUST?
- The 990-PF for the year ended September 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does MATTHEW EG KELLY RESIDUARY TRUST have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $6,052,632, expenses of $6,667,495 and total assets of $2,305,501 at year end.
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