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Charles B & Vivian Kelly Charitable Trust is a private trust based in MASON CITY, IA. The foundation received its IRS ruling in 2002. The principal officer is Wells Fargo. It holds total assets of $362K. Annual income is reported at $275K. The foundation operates in the area of education. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Iowa. According to available records, Charles B & Vivian Kelly Charitable Trust has made 57 grants totaling $96K, with a median grant of $700. The foundation has distributed between $16K and $42K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $42K distributed across 24 grants. Individual grants have ranged from $600 to $7K, with an average award of $2K. The foundation has supported 27 unique organizations. The foundation primarily supports organizations in Iowa, Kansas, Minnesota, which account for 93% of all grants. Grantmaking reaches organizations across 6 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$665
Median Grant
$665
Average Grant
$2K
Largest Grant
$6K
Based on 11 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Charles B & Vivian Kelly Charitable Trust primarily funds organizations in the area of education. Based on available records, the foundation has funded 57 grants. Its grantmaking reaches organizations primarily in IA, KS, MN.
Charles B & Vivian Kelly Charitable Trust has distributed a total of $96K across 57 grants. The median grant size is $700, with an average of $2K. Individual grants have ranged from $600 to $7K.
The application deadline is MAY 1. Recipients must have graduated from newman high school in mason city, ia and be attending college full-time.
Charles B & Vivian Kelly Charitable Trust is headquartered in MASON CITY, IA. While based in IA, the foundation distributes grants to organizations across 6 states.
Officer and trustee information is not yet available for this foundation. This data is typically reported in Part VIII of the 990-PF filing.
Total Giving
$21K
Total Assets
$331K
Fair Market Value
$336K
Net Worth
$331K
Grants Paid
$16K
Contributions
N/A
Net Investment Income
$28K
Distribution Amount
$16K
Total: $295K
Total Grants
57
Total Giving
$96K
Average Grant
$2K
Median Grant
$700
Unique Recipients
27
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Easter Seals Society Of IowaGENERAL DONATION | Des Moines, IA | $5K | 2023 |
| Hospice Of North IowaGENERAL DONATION | Mason City, IA | $5K | 2023 |
| Maree Scholluniversity Of IowaCOLLEGE SCHOLARSHIP | Iowa City, IA | $753 | 2023 |
| Paige Leiningeruniversity Of IowaCOLLEGE SCHOLARSHIP | Iowa City, IA | $753 | 2023 |
| John Fitzsimmonsbenedictine CollegCOLLEGE SCHOLARSHIP | Atchison, KS | $753 | 2023 |
| Natasha CornellisuCOLLEGE SCHOLARSHIP | Ames, IA | $752 | 2023 |
| Jon Andersonst Johns UniversityCOLLEGE SCHOLARSHIP | Collegville, MN | $752 | 2023 |
| Logan Lursencentral CollegeCOLLEGE SCHOLARSHIP | Pella, IA | $752 | 2023 |
| Ryan Armouriowa Lakes Community CoCOLLEGE SCHOLARSHIP | Estherville, IA | $752 | 2023 |
| Jon Andersonst JohnsCOLLEGE SCHOLARSHIP | Collegville, MN | $701 | 2022 |
| Hui Meiuniv Of Tennesse-KnoxCOLLEGE SCHOLARSHIP | Knoxville, TN | $701 | 2022 |
| Maree Scholluniv Of IowaCOLLEGE SCHOLARSHIP | Iowa City, IA | $701 | 2022 |
| Sydney ShatekuniCOLLEGE SCHOLARSHIP | Cedar Falls, IA | $701 | 2022 |
| Merritt Mccardlegrandview UnivCOLLEGE SCHOLARSHIP | Des Moines, IA | $700 | 2022 |
| Lillian CastleisuCOLLEGE SCHOLARSHIP | Ames, IA | $700 | 2022 |
| Paige LeiningerniaccCOLLEGE SCHOLARSHIP | Mason City, IA | $700 | 2022 |
| Claire MccardleniaccCOLLEGE SCHOLARSHIP | Mason City, IA | $700 | 2022 |
| Angela SchuttasuCOLLEGE SCHOLARSHIP | Tempe, AZ | $600 | 2021 |
| Andee SchollniaccCOLLEGE SCHOLARSHIP | Mason City, IA | $600 | 2021 |
| Clair MccardleniaccCOLLEGE SCHOLARSHIP | Mason City, IA | $600 | 2021 |
| Blake MartinezisuCOLLEGE SCHOLARSHIP | Ames, IA | $600 | 2021 |
| Erin SmithuniCOLLEGE SCHOLARSHIP | Cedar Falls, IA | $600 | 2021 |
| Merritt MccardlekirkwoodCOLLEGE SCHOLARSHIP | Cedar Rapids, IA | $665 | 2020 |