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Kelly Charitable Remainder Ann Tr at a glance

· Private foundation

Kelly Charitable Remainder Ann Tr

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$100k
Granted FY2025still arriving
7
Grants FY2025still arriving
2
States reached
$20k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Health$296kHuman Services$209kHousing & Shelter$141kEducation$114kAnimals$20kYouth Development$11kArts & Culture$8k
02FY2025 · 7 grants

Where the money goes

Grants by size, and the largest recipients.

$10,000
Median grant
2
States reached
$1.5M
Total assets
Largest grants
RecipientAmount
MASONIC HOMES OF CALIFORNIA$20,000
MASONIC VILLAGES OF THE GRAND LODGE$20,000
SHRINERS HOSPITALS FOR CHILDREN$20,000
MOMENTUM AGENCIES$10,000
CALIFORNIA SCOTTISH RITE FOUNDATION$10,000
WAYFINDER FAMILY SERVICES$10,000
JOHN TRACY CLINIC$10,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–25, $283k) land where the poverty rate runs at 12%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%MASONIC HOMES OF CALIFORNIA: $33k → 10%MASONIC HOMES OF CALIFORNIA: $20k → 10%MASONIC HOMES OF CALIFORNIA: $17k → 10%MASONIC HOMES OF CALIFORNIA: $17k → 10%MASONIC HOMES OF CALIFORNIA: $15k → 10%MASONIC HOMES OF CALIFORNIA: $15k → 10%MASONIC HOMES OF CALIFORNIA: $10k → 10%MASONIC HOMES OF CALIFORNIA: $8k → 10%MASONIC HOMES OF CALIFORNIA: $6k → 10%WAYFINDER FAMILY SERVICES: $17k → 14%WAYFINDER FAMILY SERVICES: $10k → 14%WAYFINDER FAMILY SERVICES: $9k → 14%WAYFINDER FAMILY SERVICES: $9k → 14%WAYFINDER FAMILY SERVICES: $8k → 14%WAYFINDER FAMILY SERVICES: $8k → 14%WAYFINDER FAMILY SERVICES: $5k → 14%WAYFINDER FAMILY SERVICES: $4k → 14%JUNIOR BLIND OF AMERICA: $3k → 14%JOHN TRACY CLINIC: $17k → 14%JOHN TRACY CLINIC: $10k → 14%JOHN TRACY CLINIC: $9k → 14%JOHN TRACY CLINIC: $9k → 14%JOHN TRACY CLINIC: $8k → 14%JOHN TRACY CLINIC: $8k → 14%JOHN TRACY CLINIC: $5k → 14%JOHN TRACY CLINIC: $4k → 14%JOHN TRACY CLINIC: $3k → 14%BEAT THE STREETS-LOS ANGELES INC: $1k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

97%of every dollar goes to organizations it has funded before.
$769k · 13 repeat orgs$27k to everyone else

Grantees it renews have grown median revenue +62% since the first grant, against +49% for those funded once.

13 repeat relationships: 7 still active in FY2025, 6 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

13
6

Total granted

$769k
$27k

Median revenue growth · since first grant

+62%
+49%

Still filing today

85%
100%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
Human ServicesEducationHealthArts & CultureHousing & ShelterAnimalsOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • MV
    MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA
    9× · 2017–2025 · $141k · revenue +25%
  • SHRINERS HOSPITALS FOR CHILDREN
    9× · 2017–2025 · $141k · revenue +120%
  • CS
    CALIFORNIA SCOTTISH RITE FOUNDATION
    9× · 2017–2025 · $71k · revenue +73%

Funded once

  • CS
    CALIFORNIA STATE UNIVERSITY FOUNDATION
    one grant, 2018 · $10k · revenue -48%
  • CA
    CRETE ACADEMYgraduated
    one grant, 2019 · $5k · revenue +220%
  • PO
    PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE
    one grant, 2019 · $5k · revenue +20%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
University of Southern California

The central mission of the university of southern california is the development of human beings and society as a whole through the cultivation and enrichment of the human mind and spirit. the principal means by which our mission is…

Education
2
Sutter Bay Hospitals

MISSION STATEMENT: MISSION: CARING FOR OUR PATIENTS FIRST AND OUR PEOPLE ALWAYS. VISION: TO BE THE MOST COMPREHENSIVE, INTEGRATED AND CONNECTED HEALTH SYSTEM FOR GETTING AND STAYING WELL. VALUES: EXCELLENCE - We deliver high-quality,…

Health
3
Southern California University of Health Sciences

The mission of southern california university of health sciences (scu) is to educate students as competent, caring and successful practitioners of integrative healthcare. the university is committed to providing excellence in academics,…

Education
4
California Lutheran University

The mission of the university is to educate leaders for a global society who are strong in character and judgment, confident in their identity and vocation, and committed to service and justice.

Education
5
Ucsf Health Community Hospitals Fka Saint Francis Memorial Hospital

Ucsf health community hospital's mission statement is caring, healing, teaching, and discovering.

Health
6
University of California San Francisco Foundation

Organization's mission ====================== the university of california, san francisco(ucsf) is among the world's leading universities dedicated to advancing health worldwide through biomedical research, graduate-level education in the…

Education
7
Trustees of Boston College

Mission strengthened by more than a century and a half of dedication to academic excellence, boston college commits itself to the highest standards of teaching and research in undergraduate, graduate and professional programs and to the…

Education
8
Doheny Eye Institute

To further the conservation, improvement and restoration of human eyesight" (mrs. doheny - 1947).

—
9
Sutter Bay Medical Foundation

Mission statement: mission: caring for our patients first and our people always. vision: to be the most comprehensive, integrated and connected health system for getting and staying well. values: excellence - we deliver high-quality,…

Health
10
California Institute for Immunology and Immunotherapy

To harness the power of the human immune system and advanced computing technologies to create and translate scientific discoveries into next generation vaccines and therapies for prevention, control and cure of chronic diseases, enabling…

Health
11
New York University

Nyu is a private university with approximately 60,000 matriculating students in 20 schools and institutes. nyu's primary missions are education, research and scholarship, and patient care.

Education
12
Marshall B Ketchum University

To educate caring, inspired health care professionals who are prepared to deliver collaborative, patient-centric health care in an interprofessional environment.

Education
How this is measured
The grantee most central to the portfolio’s shape is California Scottish Rite Foundation; the most unlike its peers is The National World War Ii Museum Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

18 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 18 of the 20 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
6
Early backer (in before they grew)
18/18
Grantees still filing
14/18
Grew since first funded

Where the money sits, by cause and then by grantee

MASONIC HOMES OF CALIFORNIA: $141,000 · Human ServicesMASONIC HOMES OF CALIFORNIAWayfinder Family Services: $70,500 · Human ServicesWayfinder Family ServicesJOHN TRACY CLINIC: $70,500 · Human ServicesJOHN TRACY CLINIC+1 more: $1,000 · Human ServicesSHRINERS HOSPITALS FOR CHILDREN: $141,000 · HealthSHRINERS HOSPITALS FOR CHIL…MOMENTUM AGENCIES: $43,500 · HealthMOMENTUM AGENCIESFANCONI CANCER FOUNDATION: $11,000 · HealthFANCONI CANCER FOUNDATIONMASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA: $141,000 · Housing & ShelterMASONIC VILLAGES OF …CALIFORNIA SCOTTISH RITE FOUNDATION: $70,500 · EducationCALIFORNIA S…CRETE ACADEMY: $5,000 · EducationCRETE ACADEM…PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE: $5,000 · EducationPRESIDENT-BO…SANTA BARBARA MISSION ARCHIVE-LIBRARY INC: $5,000 · EducationSANTA BARBAR…+1 more: $2,000 · EducationUNITED CEREBRAL PALSY SPASTIC: $27,000 · OtherYALE UNIVERSITY: $16,000 · OtherCALIFORNIA STATE UNIVERSITY FOUNDATION: $10,000 · OtherTHE ANTAEUS COMPANY: $7,000 · Other+1 more: $1,000 · OtherFRIENDS OF BIRDLIFE INTERNATIONAL INC: $20,000 · AnimalsCALIFORNIA MISSIONS FOUNDATION: $10,000 · Youth Development
Human Services$283,000Health$195,500Housing & Shelter$141,000Education$87,500Other$61,000Animals$20,000Youth Development$10,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$10M$100Mgrantee revenue →↑ funder's share of their budgetMASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA: $141,000 over 9y, 0.0% of budgetSHRINERS HOSPITALS FOR CHILDREN: $141,000 over 9y, 0.0% of budgetMASONIC HOMES OF CALIFORNIA: $141,000 over 9y, 0.1% of budgetCALIFORNIA SCOTTISH RITE FOUNDATION: $70,500 over 9y, 0.3% of budgetWayfinder Family Services: $70,500 over 9y, 0.0% of budgetJOHN TRACY CLINIC: $70,500 over 9y, 0.3% of budgetMOMENTUM AGENCIES: $43,500 over 4y, 0.0% of budgetFRIENDS OF BIRDLIFE INTERNATIONAL INC: $20,000 over 2y, 0.9% of budgetFANCONI CANCER FOUNDATION: $11,000 over 4y, 0.1% of budgetCALIFORNIA MISSIONS FOUNDATION: $10,000 over 2y, 1.4% of budgetCALIFORNIA STATE UNIVERSITY FOUNDATION: $10,000 over 1y, 0.1% of budgetTHE ANTAEUS COMPANY: $7,000 over 3y, 0.3% of budgetCRETE ACADEMY: $5,000 over 1y, 0.2% of budgetPRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE: $5,000 over 1y, 0.0% of budgetSANTA BARBARA MISSION ARCHIVE-LIBRARY INC: $5,000 over 1y, 1.9% of budgetTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: $2,000 over 2y, 0.0% of budgetTHE NATIONAL WORLD WAR II MUSEUM INC: $1,000 over 1y, 0.0% of budgetBEAT THE STREETS - LOS ANGELES INC: $1,000 over 1y, 0.1% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

John & Beverly Stauff…California Community …National Philanthropi…The Bank of America C…American Endowment Fo…Morgan Stanley Global…Vanguard Charitable E…Paypal Charitable Giv…American Online Givin…Donor Advised Charita…Fidelity Investments …Amazonsmile Foundation
John & Beverly Stauffer FoundationCA15.7× affinity5 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: John & Beverly Stauffer Foundation · California Community Foundation · National Philanthropic Trust · The Bank of America Charitable Foundation Inc · American Endowment Foundation · Morgan Stanley Global Impact Funding Trust Inc · Vanguard Charitable Endowment Program · Paypal Charitable Giving Fund · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Kelly Charitable Remainder Ann Tr funds: left to right is the share of its income from government, bottom to top the share from Kelly Charitable Remainder Ann Tr. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%0%1%3%5%funder's share of their income ↑0%19%38%56%75%share of the org’s income from government →median 0%
  • Shriners Hospitals for Children: 0% of income from government
no gov moneyreceives it· size = income
1get no government money at all
6report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–75%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Kelly Charitable Remainder Ann Tr?

Find your warmest path to Kelly Charitable Remainder Ann Tr through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 20 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Kelly Charitable Remainder Ann Tr’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home