Kelly Charitable Remainder Annuity Tr

EIN 95-7108645 · CA · NTEE T22

Invitation only Typical grant ~$10K Funds in CA, PA
Save this funder to your list to research later.

Giving Profile

In 2025, Kelly Charitable Remainder Annuity Tr based in CA paid 7 grants totaling $100K to 7 organizations across 2 states. Individual grants ranged from $10K to $20K, with a median of $10K. Its largest recipients included MASONIC HOMES OF CALIFORNIA, MASONIC VILLAGES OF THE GRAND LODGE, and SHRINERS HOSPITALS FOR CHILDREN. The foundation does not accept unsolicited applications — giving is by invitation only.

Foundation at a Glance

Total assets
$1,493,908
Giving (latest yr)
$100,000
Filing year
2025
Itemized grants
7
Median grant
$10K
Recipients
7
States reached
2
Officers/trustees
1
Unsolicited applications
No — invitation only

Where the Money Goes

Top recipients

  • Masonic Homes of California$20,000
  • Masonic Villages of the Grand Lodge$20,000
  • Shriners Hospitals for Children$20,000
  • California Scottish Rite Foundation$10,000
  • John Tracy Clinic$10,000

Where grants went

  • California$80,000 · 6 grants
  • Pennsylvania$20,000 · 1 grant

Grants Paid (7)

Masonic Villages of the Grand Lodge
Elizabethtown, PA
Assist Operating Children's Home
$20,000
Masonic Homes of California
San Francisco, CA
Add to Endowment to Operate Senior's Homes IN California.
$20,000
Shriners Hospitals for Children
Pasadena, CA
Provide Medical Care for Children With Specialty Pediatric and Orthopedic Conditions.
$20,000
California Scottish Rite Foundation
Santa Ana, CA
Assist Children With Speech, Language and Literacy Disorders.
$10,000
Momentum Agencies
Woodland Hills, CA
Foster Independence for Peope With Disabilities and Medical Conditions.
$10,000
John Tracy Clinic
Los Angeles, CA
Provide Parent-centered Services to Children With Hearing Loss.
$10,000
Wayfinder Family Services
Los Angeles, CA
Assist Families With Visual Impairment and Disabilities.
$10,000

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FAQFrequently Asked Questions

No. Kelly Charitable Remainder Annuity Tr does not accept unsolicited applications — its grantmaking is by invitation only. Cultivating a relationship or securing an introduction is typically required.

In its most recent filing, Kelly Charitable Remainder Annuity Tr reported 7 itemized grants totaling $100K. Individual grants ranged from $10K to $20K (median $10K).

Recent recipients include MASONIC HOMES OF CALIFORNIA, MASONIC VILLAGES OF THE GRAND LODGE, SHRINERS HOSPITALS FOR CHILDREN, among 7 organizations in total. The full grant list is on this page.

Kelly Charitable Remainder Annuity Tr is a private foundation based in California, per its IRS 990-PF filing.

Kelly Charitable Remainder Annuity Tr gives by invitation only, so there is no open application. Officer and address details from its 990-PF are the best starting point for an introduction.

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