Funder DirectoryHAROLD C KALLIES CHARITABLE TRUST
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Private foundation (trust)EIN 396548517Est. 1993-05

HAROLD C KALLIES CHARITABLE TRUST

NEENAH, WI 549570649

Accepts unsolicited proposals

Total Assets

$3.1M

FY 2023

Annual Giving

$153K

FY 2023

Grants Made

20

FY 2023

Avg Grant

$8K

FY 2023

Grant Range

$1K–$10K

Typical

Deadlines

Open / rolling

Applications

Financial Snapshot

2023 filing

Total Revenue

$232K

Total Expenses

$189K

Qualifying Distributions

$162K

Distributable Amount

$145K

Min. Investment Return

$148K

Undistributed Income

$113K

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

20 grants

Grant sizes from minimum $1K through median $10K to maximum $10K, 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

3 years

Giving over time from 2018 to 2023. Peak $169K in 2022. Hover bars for details.

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

Top Recipients

65 grants

PAINTING PATHWAYS
$33K
3 grants
MANITOWOC YOUTH BASEBALL ASSOCIATION
$30K
3 grants
THE HAVEN OF MANITOWOC COUNTY INC
$30K
3 grants
Incourage
$25K
2 grants
HOPE HOUSE OF MANITOWOC COUNTY
$25K
3 grants
MANITOWOC FAMILY AQUATIC CENTER
$25K
1 grant
BIG BROTHERS BIG SISTERS
$23K
3 grants
SALVATION ARMY
$23K
3 grants

Grant Size Distribution

65 grants

<$10K
60
grants
$10–50K
5
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Wisconsin
$450K
100% of total

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