Private Foundation

James W Kelly Trust fbo WCCRE Scholarship Fund

Based in Walnut Creek, CA, James W Kelly Trust fbo WCCRE Scholarship Fund operates as a Private Foundation. The organization reported $16K in revenue, $12K in expenses, $113K in total assets for fiscal year 2020. Imperigo tracks 4 reported grants from this foundation totaling approximately $21K.

EIN: 546576124 Walnut Creek, CA General Support NTEE: DEFAULT Latest filing: 2020
Total Revenue$16K
Total Expenses$12K
Total Assets$113K
Grants Given4
Grant Total$21K
Filing Years2017–2020

Sample Grants Given

WCCRE SCHOLARSHIP FUND
EL CERRITO, CA · 2020
fund scholarships provided by the charity
$7,298
WCCRE SCHOLARSHIP FUND
EL CERRITO, CA · 2019
fund scholarships provided by the charity
$7,304
WCCRE SCHOLARSHIP FUND
EL CERRITO, CA · 2018
fund scholarships provided by the charity
$3,843
WCCRE SCHOLARSHIP FUND
EL CERRITO, CA · 2017
fund scholarships provided by the charity
$2,404

Showing up to 5 of 4 total records — full history available with membership.

Officers & Directors

Trustee Mechanics Bank Wealth Mgmt

Officer compensation and complete director data available with membership.

Top Grant Purposes

fund scholarships provided by the charity
$20,849 4 grants

Financial Trends

Year Revenue Expenses Assets
2020 $16K $12K $113K
2019 $4K $13K $110K
2018 $9K $14K $119K
2017 $9K $5K $124K

Between 2017 and 2020, reported annual revenue grew from $9K to $16K (+82%), with total assets most recently reported at $113K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA.

CA

Full geographic grant map with state-by-state breakdown available with membership.

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