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Harold C Kallies Charitable Trust is a private corporation based in NEENAH, WI. The foundation received its IRS ruling in 1993. The principal officer is Legacy Private Trust Co. It holds total assets of $2.5M. Annual income is reported at $1.4M. Total assets have grown from $861K in 2011 to $2.4M in 2023. The foundation is governed by 4 officers and trustees. Tax records are available from 2016 to 2023. According to available records, Harold C Kallies Charitable Trust has made 41 grants totaling $322K, with a median grant of $10K. The foundation has distributed between $153K and $169K annually from 2022 to 2023. Individual grants have ranged from $1K to $15K, with an average award of $8K. The foundation has supported 22 unique organizations. Grant recipients are concentrated in Wisconsin.
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.
Harold C Kallies Charitable Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 41 grants. Its grantmaking reaches organizations primarily in WI.
Harold C Kallies Charitable Trust has distributed a total of $322K across 41 grants. The median grant size is $10K, with an average of $8K. Individual grants have ranged from $1K to $15K.
Exempt 501(c) (3) organization primarily in manitowoc coun.
Harold C Kallies Charitable Trust is headquartered in NEENAH, WI.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Legacy Private Trust Company | CO-TRUSTEE | $31K | $0 | $31K |
| John M Jagemann | CO-TRUSTEE | $2K | $0 | $2K |
| Robert Pietroske | ALLOC-COMMITTEE | $500 | $0 | $500 |
| Thomas J Bare | ALLOC COMMITTEE | $500 | $0 | $500 |
Total Giving
$189K
Total Assets
$2.4M
Fair Market Value
$3.1M
Net Worth
$2.4M
Grants Paid
$153K
Contributions
N/A
Net Investment Income
$205K
Distribution Amount
$145K
Total Grants
41
Total Giving
$322K
Average Grant
$8K
Median Grant
$10K
Unique Recipients
22
Most Common Grant
$10K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Big Brothers Big SistersGENERAL OPERATING EXPENSE | Sheboygan, WI | $10K | 2023 |
| Salvation ArmyGENERAL OPERATING EXPENSE | Manitowoc, WI | $10K | 2023 |
| Manitowoc Youth Baseball AssociationGENERAL OPERATING EXPENSE | Manitowoc, WI | $10K | 2023 |
| The Haven Of Manitowoc County IncGENERAL OPERATING EXPENSE | Manitowoc, WI | $10K | 2023 |
| Ascend IncGENERAL OPERATING EXPENSES | Manitowoc, WI | $10K | 2023 |
| Lakeshore Cap IncGENERAL OPERATING EXPENSE | Manitowoc, WI | $10K | 2023 |
| Woodland Dunes Nature Center IncGENERAL OPERATING EXPENSE | Two Rivers, WI | $10K | 2023 |
| IncourageGENERAL OPERATING EXPENSE | Manitowoc, WI | $10K | 2023 |
| The Harper GroupGENERAL OPERATING EXPENSE | Manitowoc, WI | $10K | 2023 |
| Painting PathwaysGENERAL OPERATING EXPENSE | Manitowoc, WI | $10K | 2023 |
| Hope House Of Manitowoc CountyGENERAL OPERATING EXPENSE | Manitowoc, WI | $10K | 2023 |
| Manitowoc County Historical SocietyGENERAL OPERATING EXPENSE | Manitowoc, WI | $7K | 2023 |
| Capitol Civic Centre IncGENERAL OPERATING EXPENSE | Manitowoc, WI | $7K | 2023 |
| Peter'S PantryGENERAL OPERATING EXPENSE | Manitowoc, WI | $6K | 2023 |
| Treehouse TheaterGENERAL OPERATING EXPENSE | Manitowoc, WI | $6K | 2023 |
| Grow It ForwardGENERAL OPERATING EXPENSE | Manitowoc, WI | $5K | 2023 |
| Wisconsin Maritime MuseumGENERAL OPERATING EXPENSE | Manitowoc, WI | $5K | 2023 |
| Boys & Girls Club Of Manitowoc CtyGENERAL OPERATING EXPENSE | Manitowoc, WI | $5K | 2023 |
| Kan Cool For SchoolGENERAL OPERATING EXPENSE | Manitowoc, WI | $1K | 2023 |
| Special Olympics WisconsinGENERAL OPERATING EXPENSE | Madison, WI | $1K | 2023 |
| Manitowoc Police Dept K9 UnitGENERAL OPERATING EXPENSE | Manitowoc, WI | $3K | 2022 |
| Lakeshore Technical CollegeGENERAL OPERATING EXPENSE | Cleveland, WI | $3K | 2022 |