Charles B & Vivian Kelly Charitable Trust
100 EAST STATE STREET - MASON CITY - IA 50401, Iowa
Latest Filing: 2024
Total Assets: $330,769
Total Giving: $10,534
Grants: 2
Median Grant: $5,267
CHARLES B & VIVIAN KELLY CHARITABLE TRUST is a selective grantmaker that only funds pre-selected organizations, distributing $11K through 2 grants...
2024 Summary
$330,769
Total Assets
$10,534
Funding Awarded
2
Grants Given
$5,267
Median Grant
$5,267
Largest Grant
$5,267
Smallest Grant
2024 Recipients
| Recipient | Award | Location | Purpose |
|---|---|---|---|
| Easter Seals Society Of Iowa | $5,267 | Des Moines, IOWA | General Donation |
| Hospice Of North Iowa | $5,267 | Mason City, IOWA | General Donation |
$10,534
$10,534
State
Total
-
IA
Iowa
$10,534
Contacts
| Name | Phone | Title |
|---|---|---|
| CLEAR LAKE BANK TRUST | 6414232457 | TRUSTEE |
| CLEAR LAKE BANK TRUST | Signing Officer |
Historical Financials
| Year | Total Assets | Total Giving | Grants | Median Grant | Max Grant | Min Grant |
|---|---|---|---|---|---|---|
| 2024 | $330,769 | $10,534 | 2 | $5,267 | $5,267 | $5,267 |
| 2023 | $322,605 | $14,010 | 2 | $7,005 | $7,005 | $7,005 |
| 2022 | $318,165 | $13,200 | 2 | $6,600 | $6,600 | $6,600 |
| 2021 | $306,452 | $11,968 | 2 | $5,984 | $5,984 | $5,984 |
| 2020 | $314,110 | $10,486 | 2 | $5,243 | $5,243 | $5,243 |
| 2019 | $324,879 | $11,700 | 2 | $5,850 | $5,850 | $5,850 |
| 2018 | $334,749 | $11,200 | 2 | $5,600 | $5,600 | $5,600 |
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Available Funding
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