Funder DirectoryCHARLES B & VIVIAN KELLY CHARITABLE
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Private foundation (trust)EIN 426619852Est. 2002-08

CHARLES B & VIVIAN KELLY CHARITABLE

MASON CITY, IA 50401

Accepts unsolicited proposals

Total Assets

$336K

FY 2023

Annual Giving

$16K

FY 2023

Grants Made

9

FY 2023

Avg Grant

$2K

FY 2023

Grant Range

$752–$5K

Typical

Deadlines

MAY 1

Applications

Focus Areas

Education

Financial Snapshot

2023 filing

Total Revenue

$29K

Total Expenses

$21K

Qualifying Distributions

$19K

Distributable Amount

$16K

Min. Investment Return

$16K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

9 grants

Grant sizes from minimum $752 through median $753 to maximum $5K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $21K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

52 grants

EASTER SEALS SOCIETY OF IOWA
$31K
5 grants
HOSPICE OF NORTH IOWA
$31K
5 grants
BLAKE MARTINEZISU
$3K
3 grants
JOSHUA THILGESISU
$2K
2 grants
STEPHANIE LAPOINTEUNIV OF IOWA
$2K
2 grants
JOHN FITZSIMMONSBENEDICTINE COLLEG
$2K
3 grants
LILLIAN CASTLEISU
$2K
3 grants
PAIGE LEININGERNIACC
$2K
3 grants

Grant Size Distribution

52 grants

<$10K
52
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

6 states

Iowa
$86K
93% of total
Nebraska
$2K
2% of total
Kansas
$2K
2% of total
Minnesota
$1K
2% of total
Tennessee
$701
1% of total
Arizona
$600
1% of total

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CHARLES B & VIVIAN KELLY CHARITABLE — Grants, Financials & Contact | Grantivo