James W Kelly Tr Fbo West Contra Costa Rtrd Educators Schlrshp Fund
- Assets
- $0.0
- Revenue
- $2.0k
- Investments
- $0.0
- Employees
- 0
- Location
- Walnut Creek, CA
- Founding
- 08/2005
- Data as of
- 12/2021
- EIN
- 54-6576124
Organization Overview
James W Kelly Tr Fbo West Contra Costa Rtrd Educators Schlrshp Fund is located in Walnut Creek, CA. The organization was established in 2005. According to its NTEE Classification (B11) the organization is classified as: Single Organization Support, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. James W Kelly Tr Fbo West Contra Costa Rtrd Educators Schlrshp Fund is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, James W Kelly Tr Fbo West Contra Costa Rtrd Educators Schlrshp Fund generated $2.0k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (9.4%) each year. All expenses for the organization totaled $168.9k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
90% OF NET ANNUAL INCOME TO BE DISTRIBUTED TO THE WEST CONTRA COSTA RETIRED EDUCATORS SCHOLARSHIP FUND (A 501(C)(3) ORGANIZATION) FOR EDUCATIONAL SCHOLARSHIPS
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $1 |
| Dividends & Interest | $1,906 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $119 |
| Capital Gain Net Income | $119 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $2,026 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $1,111 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $180 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $2,428 |
| Contributions, gifts, grants paid | $166,517 |
| Total expenses and disbursements | $168,945 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $0 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, James W Kelly Tr Fbo West Contra Costa Rtrd Educators Schlrshp Fund has awarded $166,517 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
Oakland, CA PURPOSE: CREATE ENDOWED KELLY ENDOWED SCHOLARSHIP FUND TO ADMINISTER TRUST FUNDS GOING FORWARD | $143,742 |
Oakland, CA PURPOSE: CREATE ENDOWED KELLY ENDOWED SCHOLARSHIP FUND TO ADMINISTER TRUST FUNDS GOING FORWARD | $19,904 |
WCCRE SCHOLARSHIP FUND PURPOSE: FUND SCHOLARSHIPS PROVIDED BY THE CHARITY | $2,871 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
U C San Diego Foundation La Jolla, CA | $1,658,962,820 | $199,905,173 |
California State University Fresno Foundation Fresno, CA | $305,581,286 | $82,049,002 |
University Of Hawaii Foundation Honolulu, HI | $548,406,506 | $76,733,850 |
University Corporation At Monterey Bay Seaside, CA | $199,917,843 | $49,155,763 |
San Jose State University Research Foundation San Jose, CA | $57,091,451 | $53,661,013 |
University Of Nevada-Reno Foundation Reno, NV | $310,760,494 | $35,673,494 |
The U C Davis Foundation Davis, CA | $716,342,130 | $110,976,640 |
Southwestern Law School Los Angeles, CA | $126,801,745 | $54,692,632 |
Associated Students Ucla Los Angeles, CA | $54,580,827 | $39,327,069 |
Csu Fullerton Auxiliary Services Corporation Fullerton, CA | $104,352,109 | $45,637,535 |
New Schools Fund Oakland, CA | $55,397,321 | $41,218,694 |
Chico State Enterprises Chico, CA | $47,170,077 | $46,861,327 |