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Private Foundation · IA

Charles B & Vivian Kelly Charitable Tr

Mason City, IA  ·  EIN 426619852  ·  Website (ProPublica) ↗  ·  990s on ProPublica ↗

Assets

$362K

Total Giving

$75K

Grants on File

45

Average Grant

$2K

Giving Radius

Where Charles B & Vivian Kelly Charitable Tr Has Given

AK — no grants on file AL — no grants on file AR — no grants on file AZ — $600 across 1 grant CA — no grants on file CO — no grants on file CT — no grants on file DC — no grants on file DE — no grants on file FL — no grants on file GA — no grants on file HI — no grants on file IA — $69K across 37 grants ID — no grants on file IL — no grants on file IN — no grants on file KS — $2K across 3 grants KY — no grants on file LA — no grants on file MA — no grants on file MD — no grants on file ME — no grants on file MI — no grants on file MN — $1K across 2 grants MO — no grants on file MS — no grants on file MT — no grants on file NC — no grants on file ND — no grants on file NE — $665 across 1 grant NH — no grants on file NJ — no grants on file NM — no grants on file NV — no grants on file NY — no grants on file OH — no grants on file OK — no grants on file OR — no grants on file PA — no grants on file RI — no grants on file SC — no grants on file SD — no grants on file TN — $701 across 1 grant TX — no grants on file UT — no grants on file VA — no grants on file VT — no grants on file WA — no grants on file WI — no grants on file WV — no grants on file WY — no grants on file
Historical grants to 27 recipients across 6 states. Top concentrations: MASON CITY ($29K, 11 grants), DES MOINES ($26K, 6 grants), AMES ($5K, 8 grants), IOWA CITY ($3K, 5 grants), CEDAR FALLS ($3K, 4 grants).

Section I

How to Apply

Contact Clear Lake Bank & Trust, (641) 423-2457, for application.

On Unsolicited Proposals yes

Restrictions

Recipients must have graduated from Newman High School in Mason City, Iowa, and be attending college full-time.

Section IV

Recent Grants

Recipient Amount Year
Stephanie Lapointeuniv of Iowa $665 2020
Paige Leiningerniacc $665 2020
Delanie Prestholtniacc $665 2020
Peyton Scottconcordia $665 2020
Lillian Castleisu $665 2020
Erin Smithuni $665 2020
Merritt Mccardlekirkwood $665 2020
Blake Martinezisu $665 2020
Joshua Thilgesisu $665 2020
Hospice of North Iowa $6K 2020
Easter Seals Society of Iowa $6K 2020
Angela Schuttasu $600 2021
Easter Seals Society of Iowa $7K 2021
Hospice of North Iowa $7K 2021
Blake Martinezisu $600 2021
Erin Smithuni $600 2021
Lillian Castleisu $600 2021
Paige Leiningerniacc $600 2021
John Fitzsimmonsbenedictine Colleg $600 2021
Merritt Mccardlegrandview Univ $600 2021
Andee Schollniacc $600 2021
Clair Mccardleniacc $600 2021
Maree Scholluniv of Iowa $600 2021
Sydney Shatekuni $600 2021
Hospice of North Iowa $7K 2022

Page 1 of 2 · 45 total

Section VI

Filing History

Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.

Year Total Assets Qualifying Distributions Total Revenue Total Expenses
2023 $331K $16K $29K $21K
2022 $323K $18K $31K $27K
2021 $318K $20K $37K $26K
2020 $306K $18K $16K $23K
2019 $314K $16K $10K $21K
2015 $297K $8K $17K $22K
2015 $302K $18K $31K $24K
2014 $295K $18K $16K $30K
2013 $310K $17K $11K $8K
2012 $309K $16K $43K $21K

Section VII

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