Private Foundation

CHARLES B & VIVIAN KELLY CHARITABLE TRUST

CHARLES B & VIVIAN KELLY CHARITABLE TRUST is a Private Foundation headquartered in MASON CITY, IA. Financial data from the 2025 filing: $17K revenue, $379K expenses. IRS filings disclose 91 grants awarded by this foundation, totaling roughly $509K.

EIN: 426619852 MASON CITY, IA Latest filing: 2025

Total Revenue$17K

Total Expenses$379K

Grants Given91

Grant Total$509K

Filing Years2021–2025

Sample Grants Given

HOLY FAMILY CATHOLIC CHURCH

MASON CITY, IA · 2025

GENERAL DONATION

$120,488

HOSPICE OF NORTH IOWA

MASON CITY, IA · 2025

GENERAL DONATION

$60,244

HABITAT FOR HUMANITY OF NCI

MASON CITY, IA · 2025

GENERAL DONATION

$60,244

COMMUNITY KITCHEN OF NORTH IOWA

MASON CITY, IA · 2025

GENERAL DONATION

$60,244

EASTER SEALS SOCIETY OF IOWA

DES MOINES, IA · 2025

GENERAL DONATION

$60,244

Showing up to 5 of 91 total records — full history available with membership.

Top Grant Purposes

GENERAL DONATION

$455,154 21 grants

COLLEGE SCHOLARSHIP

$53,540 69 grants

SCHOLARSHIP

$720 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2025	$17K	$379K	—
2024	$54K	$23K	$362K
2023	$29K	$21K	$331K
2022	$31K	$27K	$323K
2021	$37K	$26K	$318K

Between 2021 and 2025, reported annual revenue declined from $37K to $17K (-55%).

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

Grant Geography

Grants from this foundation were reported to recipients in AZ, IA, KS, LA, MN, NE, and 1 other state.

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

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