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Helen Kelly Trust is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 2000. The principal officer is Us Bank Trust Tax Dept. It holds total assets of $705K. Annual income is reported at $225K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. According to available records, Helen Kelly Trust has made 8 grants totaling $149K, with a median grant of $19K. The foundation has distributed between $36K and $77K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $77K distributed across 4 grants. Individual grants have ranged from $18K to $19K, with an average award of $19K. The foundation has supported 2 unique organizations. Grant recipients are concentrated in Iowa. Contributions to this foundation are tax-deductible.
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.
Helen Kelly Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 8 grants. Its grantmaking reaches organizations primarily in IA.
Helen Kelly Trust has distributed a total of $149K across 8 grants. The median grant size is $19K, with an average of $19K. Individual grants have ranged from $18K to $19K.
Helen Kelly Trust typically selects its grantees rather than accepting unsolicited proposals.
Helen Kelly Trust is headquartered in MILWAUKEE, WI.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Us Bank N A | TRUSTEE | $12K | $0 | $12K |
Total Giving
$51K
Total Assets
$715K
Fair Market Value
$816K
Net Worth
$715K
Grants Paid
$37K
Contributions
N/A
Net Investment Income
$14K
Distribution Amount
$38K
Total Grants
8
Total Giving
$149K
Average Grant
$19K
Median Grant
$19K
Unique Recipients
2
Most Common Grant
$18K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Iowa Braille & Sight Saving SchoolGENERAL OPERATING | Vinton, IA | $18K | 2023 |
| St Lukes Health Care FoundationGENERAL OPERATING | Cedar Rapids, IA | $18K | 2023 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI