Private Foundation

HAROLD C KALLIES CHARITABLE TRUST 32F003019

HAROLD C KALLIES CHARITABLE TRUST 32F003019 is a Private Foundation headquartered in NEENAH, WI. Financial data from the 2024 filing: $298K revenue, $195K expenses, $2.5M total assets. IRS filings disclose 107 grants awarded by this foundation, totaling roughly $702K.

EIN: 396548517 NEENAH, WI Latest filing: 2024

Total Revenue$298K

Total Expenses$195K

Total Assets$2.5M

Grants Given107

Grant Total$702K

Filing Years2017–2024

Sample Grants Given

MANITOWOC YOUTH BASEBALL ASSOCIATION

MANITOWOC, WI · 2024

GENERAL OPERATING EXPENSE

$15,000

THE HARPER GROUP

MANITOWOC, WI · 2024

GENERAL OPERATING EXPENSE

$10,000

INCOURAGE - DOMESTIC VIOLENCE CENTER

MANITOWOC, WI · 2024

GENERAL OPERATING EXPENSE

$10,000

ASCEND INC

MANITOWOC, WI · 2024

GENERAL OPERATING EXPENSES

$10,000

BOYS & GIRLS CLUB OF MANITOWOC CTY

MANITOWOC, WI · 2024

GENERAL OPERATING EXPENSE

$10,000

Showing up to 5 of 107 total records — full history available with membership.

Officers & Directors

CO-TRUSTEE John M Jagemann

CO-TRUSTEE Legacy Private Trust Company

ALLOC-COMMITTEE Robert Pietroske

ALLOC COMMITTEE Thomas J Bare

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL OPERATING EXPENSE

$434,500 56 grants

CHARITABLE

$127,000 29 grants

GENERAL USE

$45,000 8 grants

GENERAL CHARITABLE

$45,000 6 grants

GENERAL OPERATING EXPENSES

$32,000 3 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$298K	$195K	$2.5M
2023	$232K	$189K	$2.4M
2022	$8K	$208K	$2.4M
2018	$170K	$166K	$1.8M
2017	$340K	$136K	$1.8M

Between 2017 and 2024, reported annual revenue declined from $340K to $298K (-12%), with total assets most recently reported at $2.5M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in WI.

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for HAROLD C KALLIES CHARITABLE TRUST 32F003019

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