HAROLD C KALLIES CHARITABLE TRUST XXXXX3001
Total Given 2016–2023
$478K
81 grants · $60K avg/year
based on 8 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$5K
typical small grants · $2K–$10K
grant size
48%
supporter · 19/40 multi-year
repeat
$2.6M
Assets · 2018
40
Distinct recipients
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
LEGACY PRIVATE TR CO ATTN TAMMY
Phone
9209675020
Deadlines
NONE
How to Apply
STATED NEEDS: REQUIRED SCHOLARSHIP APPLICATION
Restrictions
EXEMPT 501(C)(3) ORGANIZATION PRIMARILY IN MANITOWOC COUNTY
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $96K | $2.4M | $325K | 15 |
| 2017 | $101K | $2.8M | $340K | 22 |
| 2018 | $128K | $2.6M | $170K | 24 |
| 2023 | $153K | $3.1M | $232K | 20 |
Grant Size Distribution
Based on 81 grants on record
Minimum
$1K
25th Pctl
$2K
Median
$5K
Average
$6K
75th Pctl
$10K
Maximum
$25K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| LEGACY PRIVATE TRUST COMPANY | CO-TRUSTEE | $31K |
| JOHN M JAGEMANN | CO-TRUSTEE | $2K |
| ROBERT PIETROSKE | ALLOC-COMMITTEE | $500 |
| THOMAS J BARE | ALLOC COMMITTEE | $500 |
Grants Awarded (81 total)
| Purpose | ||||
|---|---|---|---|---|
| MANITOWOC FAMILY AQUATIC CENTER | MANITOWOC, WI | $25,000 | CHARITABLE | 2018 |
| MANITOWOC YOUTH BASEBALL ASSOCIATION | MANITOWOC, WI | $15,000 | GENERAL CHARITABLE | 2016 |
| MANITOWOC YOUTH BASEBALL ASSOCIATION | MANITOWOC, WI | $10,000 | GENERAL CHARITABLE | 2018 |
| HOLIDAY HOUSE OF MANITOWOC COUNTY | MANITOWOC, WI | $10,000 | CHARITABLE | 2017 |
| HOLIDAY HOUSE OF MANITOWOC COUNTY | MANITOWOC, WI | $10,000 | CHARITABLE | 2018 |
| DOMESTIC VIOLENCE CENTER | MANITOWOC, WI | $10,000 | CHARITABLE | 2018 |
| HOPE HOUSE OF MANITOWOC COUNTY | MANITOWOC, WI | $10,000 | GENERAL OPERATING EXPENSE | 2023 |
| MANITOWOC YOUTH BASEBALL ASSOCIATION | MANITOWOC, WI | $10,000 | GENERAL OPERATING EXPENSE | 2023 |
| LAKESHORE CAP | MANITOWOC, WI | $10,000 | CHARITABLE | 2016 |
| LAKESHORE TECHNICAL COLLEGE | CLEVELAND, WI | $10,000 | GENERAL FUNDS | 2016 |
| THE HARPER GROUP | MANITOWOC, WI | $10,000 | GENERAL OPERATING EXPENSE | 2023 |
| BIG BROTHERS BIG SISTERS | SHEBOYGAN, WI | $10,000 | GENERAL OPERATING EXPENSE | 2023 |
| LAKESHORE CAP INC | MANITOWOC, WI | $10,000 | GENERAL OPERATING EXPENSE | 2023 |
| MANITOWOC YOUTH BASEBALL ASSOCIATION | MANITOWOC, WI | $10,000 | GENERAL CHARITABLE | 2017 |
| PAINTING PATHWAYS | MANITOWOC, WI | $10,000 | GENERAL OPERATING EXPENSE | 2023 |
| ASCEND INC | MANITOWOC, WI | $10,000 | GENERAL OPERATING EXPENSES | 2023 |
| WOODLAND DUNES NATURE CENTER INC | TWO RIVERS, WI | $10,000 | GENERAL OPERATING EXPENSE | 2023 |
| THE HAVEN OF MANITOWOC COUNTY INC | MANITOWOC, WI | $10,000 | GENERAL OPERATING EXPENSE | 2023 |
| SALVATION ARMY | MANITOWOC, WI | $10,000 | GENERAL OPERATING EXPENSE | 2023 |
| PAINTING PATHWAYS | MANITOWOC, WI | $10,000 | GENERAL USE | 2018 |
| Incourage | Manitowoc, WI | $10,000 | GENERAL OPERATING EXPENSE | 2023 |
| HOLIDAY HOUSE OF MANITOWOC COUNTY | MANITOWOC, WI | $10,000 | CHARITABLE | 2016 |
| PAINTING PATHWAYS | MANITOWOC, WI | $10,000 | GENERAL USE | 2017 |
| DOMESTIC VIOLENCE CENTER | MANITOWOC, WI | $8,500 | CHARITABLE | 2017 |
| PETER'S PANTRY | MANITOWOC, WI | $7,500 | GENERAL CHARITABLE | 2017 |