Nonprofit · EIN 47-6174269
LORA L & MARTIN N KELLEY FAMILY FOUNDATION TRUST
Tax-exempt · OAKLAND, CA 94612
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,660,477 | $1,605,473 | $55,004 | $18,523,010 | $0 | $18,523,010 |
| December 31, 2023 | 990-PF | $205,164 | $1,818,297 | -$1,613,133 | $18,468,006 | $0 | $18,468,006 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $304,425
- Interest
- $5,059
- Net gain from sales of assets
- $1,281,224
- Other income
- $69,769
Expenses
- Grants and similar amounts paid
- $1,023,012
- Compensation of officers, directors and key employees
- $188,425
- Disbursements for charitable purposes
- $1,221,108
- Excise tax on investment income
- $18,765
Balance sheet and other
- Total assets, start of year
- $18,468,006
- Total assets, end of year
- $18,523,010
- Total liabilities, end of year
- $0
- Net assets, end of year
- $18,523,010
- Fair market value of assets
- $21,804,294
- Qualifying distributions
- $1,221,108
- Net investment income
- $1,728,454
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CRAIG KELLEY 1624 FRANKLIN STREET 11TH FLOOR, OAKLAND, CA 94612 | MANAGING TRUSTEE | 32 | $122,425 | $22,072 |
| KENT KELLEY 1624 FRANKLIN STREET 11TH FLOOR, OAKLAND, CA 94612 | TRUSTEE | 4 | $12,500 | $0 |
| MARK KELLEY 1624 FRANKLIN STREET 11TH FLOOR, OAKLAND, CA 94612 | TREASURER | 6 | $7,500 | $0 |
| STEVE KELLEY 1624 FRANKLIN STREET 11TH FLOOR, OAKLAND, CA 94612 | SECRETARY | 6 | $7,500 | $0 |
| AARON KELLEY 1624 FRANKLIN STREET 11TH FLOOR, OAKLAND, CA 94612 | TRUSTEE | 4 | $7,500 | $0 |
| KAREN KELLEY 1624 FRANKLIN STREET 11TH FLOOR, OAKLAND, CA 94612 | TRUSTEE | 4 | $7,500 | $0 |
| MAURA KELLEY 1624 FRANKLIN STREET 11TH FLOOR, OAKLAND, CA 94612 | TRUSTEE | 4 | $7,500 | $0 |
| CHRIS KELLEY 1624 FRANKLIN STREET 11TH FLOOR, OAKLAND, CA 94612 | TRUSTEE | 4 | $7,000 | $0 |
| DANA KELLEY 1624 FRANKLIN STREET 11TH FLOOR, OAKLAND, CA 94612 | TRUSTEE | 4 | $7,000 | $0 |
| ANNE KELLEY 1624 FRANKLIN STREET 11TH FLOOR, OAKLAND, CA 94612 | TRUSTEE | 4 | $2,000 | $0 |
990-PF for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CRAIG KELLEY 1624 FRANKLIN STREET SUITE 1022, OAKLAND, CA 94612 | MANAGING TRUSTEE | 32 | $112,876 | $8,291 |
| MARK KELLEY 1624 FRANKLIN STREET SUITE 1022, OAKLAND, CA 94612 | TREASURER | 6 | $7,000 | $0 |
| STEVE KELLEY 1624 FRANKLIN STREET SUITE 1022, OAKLAND, CA 94612 | SECRETARY | 6 | $7,000 | $0 |
| KAREN KELLEY 1624 FRANKLIN STREET SUITE 1022, OAKLAND, CA 94612 | TRUSTEE | 4 | $7,000 | $0 |
| CHRIS KELLEY 1624 FRANKLIN STREET SUITE 1022, OAKLAND, CA 94612 | TRUSTEE | 4 | $4,000 | $0 |
| DANA KELLEY 1624 FRANKLIN STREET SUITE 1022, OAKLAND, CA 94612 | TRUSTEE | 4 | $4,000 | $0 |
| MAURA KELLEY 1624 FRANKLIN STREET SUITE 1022, OAKLAND, CA 94612 | TRUSTEE | 4 | $4,000 | $0 |
| AARON KELLEY 1624 FRANKLIN STREET SUITE 1022, OAKLAND, CA 94612 | TRUSTEE | 4 | $2,500 | $0 |
| ANNE KELLEY 1624 FRANKLIN STREET SUITE 1022, OAKLAND, CA 94612 | TRUSTEE | 4 | $2,500 | $0 |
| KENT KELLEY 1624 FRANKLIN STREET SUITE 1022, OAKLAND, CA 94612 | TRUSTEE | 4 | $1,500 | $0 |
| DEVONTE KELLEY 1624 FRANKLIN STREET SUITE 1022, OAKLAND, CA 94612 | TRUSTEE | 4 | $1,000 | $0 |
Address and contacts
- Address (IRS master file)
- 1624 FRANKLIN ST STE 1022, OAKLAND, CA 94612-2824
- In care of
- % COMMON COUNSEL FOUNDATION
- Signed the 990-PF
- CRAIG KELLEY, MANAGING TRUSTEE
- Phone
- (510) 834-2995
- Website
- WWW.KELLEYFF.ORG
- Return prepared by
- GARY MCGEE & CO LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 47-6174269 or by the name LORA L & MARTIN N KELLEY FAMILY FOUNDATION 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 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 | Not 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
- 47-6174269
- 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
- 1991
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $18,523,010
- Income (IRS master file)
- $5,101,100
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,660,477 | $1,605,473 | $18,523,010 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $205,164 | $1,818,297 | $18,468,006 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | 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 47-6174269).
Questions about LORA L & MARTIN N KELLEY FAMILY FOUNDATION TRUST
- What is the EIN of LORA L & MARTIN N KELLEY FAMILY FOUNDATION TRUST?
- The employer identification number (EIN) of LORA L & MARTIN N KELLEY FAMILY FOUNDATION TRUST is 47-6174269.
- Is LORA L & MARTIN N KELLEY FAMILY FOUNDATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to LORA L & MARTIN N KELLEY FAMILY FOUNDATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LORA L & MARTIN N KELLEY FAMILY FOUNDATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LORA L & MARTIN N KELLEY FAMILY FOUNDATION TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LORA L & MARTIN N KELLEY FAMILY FOUNDATION TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of LORA L & MARTIN N KELLEY FAMILY FOUNDATION TRUST?
- The 990-PF for the year ended December 31, 2024 lists 10 people; 10 received compensation from the organization, the highest $122,425 (CRAIG KELLEY, MANAGING TRUSTEE).
- How much revenue does LORA L & MARTIN N KELLEY FAMILY FOUNDATION TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,660,477, expenses of $1,605,473 and total assets of $18,523,010 at year end.
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