Nonprofit · EIN 68-0175739
KELLY FOUNDATION
Tax-exempt · SACRAMENTO, CA 95833
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $3,203,099 | $2,159,681 | $1,043,418 | $42,747,828 | $150,742 | $42,597,086 |
| September 30, 2024 | 990-PF | $2,636,803 | $1,444,330 | $1,192,473 | $39,032,244 | $0 | $39,032,244 |
| September 30, 2023 | 990-PF | $2,845,723 | $1,942,914 | $902,809 | $32,848,666 | $15,100 | $32,833,566 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $666,384
- Dividends
- $522,965
- Net gain from sales of assets
- $727,153
- Other income
- $1,286,597
Expenses
- Grants and similar amounts paid
- $1,994,500
- Compensation of officers, directors and key employees
- $16,778
- Disbursements for charitable purposes
- $2,091,763
- Excise tax on investment income
- $34,074
Balance sheet and other
- Total assets, start of year
- $39,032,244
- Total assets, end of year
- $42,747,828
- Total liabilities, end of year
- $150,742
- Net assets, end of year
- $42,597,086
- Fair market value of assets
- $42,747,828
- Qualifying distributions
- $2,091,763
- Net investment income
- $2,451,366
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 |
|---|---|---|---|
| SCOTT G NICHOLS 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | TREASURER | 1.5 | $12,551 |
| BEA ANN BARBEE 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | ASSISTANT TREASURER | 1.5 | $4,227 |
| SHAWN L DEVLIN 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | PRESIDENT | 1 | $0 |
| KATHY BIMSON 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | SECRETARY | 3 | $0 |
| GREGORY G KELLY 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | DIRECTOR - EMERITUS | 0.15 | $0 |
| MAX KELLY 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | DIRECTOR | 0.3 | $0 |
| RILEY GARDNER 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | DIRECTOR | 0.3 | $0 |
| ERIC JOHNSON 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | DIRECTOR | 0.3 | $0 |
| JOHN MEZGER 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | DIRECTOR | 0.5 | $0 |
| MICHAEL J NEWELL 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | DIRECTOR | 0.3 | $0 |
| STEPHEN FLEMING 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | DIRECTOR | 0.3 | $0 |
| STEPHEN H JOHANSON 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | DIRECTOR | 0.3 | $0 |
990-PF for the year ended September 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT G NICHOLS 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | TREASURER | 1.5 | $14,511 |
| BEA ANN BARBEE 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | ASSISTANT TREASURER | 1.5 | $4,982 |
| SHAWN L DEVLIN 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | PRESIDENT | 1 | $0 |
| KATHY BIMSON 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | SECRETARY | 3 | $0 |
| GREGORY G KELLY 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | DIRECTOR - EMERITUS | 0.15 | $0 |
| MAX KELLY 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | DIRECTOR | 0.3 | $0 |
| RILEY GARDNER 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | DIRECTOR | 0.3 | $0 |
| ERIC JOHNSON 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | DIRECTOR | 0.3 | $0 |
| JOHN MEZGER 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | DIRECTOR | 0.5 | $0 |
| MICHAEL J NEWELL 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | DIRECTOR | 0.3 | $0 |
| STEPHEN FLEMING 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | DIRECTOR | 0.3 | $0 |
| STEPHEN H JOHANSON 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | DIRECTOR | 0.3 | $0 |
990-PF for the year ended September 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEA ANN BARBEE 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | ASSISTANT TREASURER | 1.5 | $4,693 |
| SHAWN L DEVLIN 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | PRESIDENT | 1 | $0 |
| SCOTT G NICHOLS 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | TREASURER | 1.5 | $0 |
| KATHY BIMSON 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | SECRETARY | 3 | $0 |
| GREGORY G KELLY 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | DIRECTOR | 0.15 | $0 |
| MAX KELLY 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | DIRECTOR | 0.3 | $0 |
| RILEY GARDNER 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | DIRECTOR | 0.3 | $0 |
| ERIC JOHNSON 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | DIRECTOR | 0.3 | $0 |
| JOHN MEZGER 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | DIRECTOR | 0.5 | $0 |
| MICHAEL J NEWELL 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | DIRECTOR | 0.3 | $0 |
| STEPHEN FLEMING 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | DIRECTOR | 0.3 | $0 |
| STEPHEN H JOHANSON 2480 NATOMAS PARK DR 150, SACRAMENTO, CA 95833 | DIRECTOR | 0.3 | $0 |
Address and contacts
- Address (IRS master file)
- 2480 NATOMAS PARK DR STE 150, SACRAMENTO, CA 95833-2989
- Signed the 990-PF
- BEA ANN BARBEE, ASST. TREASURER
- Phone
- (916) 567-2632
- Return prepared by
- GILBERT CPAS
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0175739 or by the name 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 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 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 68-0175739
- 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
- 1989
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $42,747,828
- Income (IRS master file)
- $4,445,552
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $3,203,099 | $2,159,681 | $42,747,828 | XML |
| 990-PF | September 2024 | $2,636,803 | $1,444,330 | $39,032,244 | XML |
| 990-PF | September 2023 | $2,845,723 | $1,942,914 | $32,848,666 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | 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 68-0175739).
Questions about KELLY FOUNDATION
- What is the EIN of KELLY FOUNDATION?
- The employer identification number (EIN) of KELLY FOUNDATION is 68-0175739.
- Is KELLY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to KELLY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KELLY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KELLY FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KELLY FOUNDATION 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 KELLY FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 12 people; 2 received compensation from the organization, the highest $12,551 (SCOTT G NICHOLS, TREASURER).
- How much revenue does KELLY FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $3,203,099, expenses of $2,159,681 and total assets of $42,747,828 at year end.
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