CHARLES B & VIVIAN KELLY CHARITABLE

MASON CITY, IA 504021318 EIN 426619852

https://N/A
Total Given 2016–2023
$132K
74 grants · $16K avg/year
based on 8 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$749
typical micro grants · $665–$1K
grant size
34%
supporter · 14/41 multi-year
repeat
$420K
Assets · 2021
41
Distinct recipients

Focus Areas

Education

Application Information

Accepts Unsolicited Proposals Unknown
Contact Person ANNE FLYNN CLEAR LAKE BANK TRUST
Phone 6414232457
Deadlines MAY 1
How to Apply CONTACT CLEAR LAKE BANK & TRUST, (641)423-2457, FOR APPLICATION.
Restrictions RECIPIENTS MUST HAVE GRADUATED FROM NEWMAN HIGH SCHOOL IN MASON CITY, IA AND BE ATTENDING COLLEGE FULL-TIME.

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2016 $17K $332K $43K 9
2017 $17K $351K $41K 6
2018 $18K $315K $14K 7
2019 $5K $359K $10K 7
2020 $18K $395K $16K 11
2021 $20K $420K $37K 13
2022 $21K $316K $31K 12
2023 $16K $336K $29K 9

Grant Size Distribution

Based on 74 grants on record

Minimum
$585
25th Pctl
$665
Median
$749
Average
$2K
75th Pctl
$1K
Maximum
$7K

Geographic Distribution

US Grant Distribution Map

Key Personnel

NameTitleCompensation
CLEAR LAKE BANK & TRUST TRUSTEE $3K

Grants Awarded (74 total)

Purpose
EASTER SEALS SOCIETY OF IOWA DES MOINES, IA $7,005 GENERAL DONATION 2022
HOSPICE OF NORTH IOWA MASON CITY, IA $7,005 GENERAL DONATION 2022
EASTER SEALS SOCIETY OF IOWA DES MOINES, IA $6,600 GENERAL DONATION 2021
HOSPICE OF NORTH IOWA MASON CITY, IA $6,600 GENERAL DONATION 2021
HOSPICE OF NORTH IOWA MASON CITY, IA $5,984 GENERAL DONATION 2020
EASTER SEALS SOCIETY OF IOWA DES MOINES, IA $5,984 GENERAL DONATION 2020
EASTER SEALS SOCIETY OF IOWA DES MOINES, IA $5,850 GENERAL DONATION 2018
HOSPICE OF NORTH IOWA MASON CITY, IA $5,850 GENERAL DONATION 2018
HOSPICE OF NORTH IOWA MASON CITY, IA $5,700 GENERAL DONATION 2016
EASTER SEALS SOCIETY OF IOWA DES MOINES, IA $5,700 GENERAL DONATION 2016
EASTER SEALS SOCIETY OF IOWA DES MOINES, IA $5,600 GENERAL DONATION 2017
HOSPICE OF NORTH IOWA MASON CITY, IA $5,600 GENERAL DONATION 2017
EASTER SEALS SOCIETY OF IOWA DES MOINES, IA $5,267 GENERAL DONATION 2023
HOSPICE OF NORTH IOWA MASON CITY, IA $5,267 GENERAL DONATION 2023
BLAKE MARTINEZISU AMES, IA $1,463 COLLEGE SCHOLARSHIP 2018
JOSHUA THILGESISU AMES, IA $1,463 COLLEGE SCHOLARSHIP 2018
STEPHANIE LAPOINTEUNIV OF IOWA IOWA CITY, IA $1,462 COLLEGE SCHOLARSHIP 2018
PEYTON SCOTTCONCORDIA UNIV SEWARD, NE $1,462 COLLEGE SCHOLARSHIP 2018
STEPHANIE LAPOINTE UNIV OF IOWA IOWA CITY, IA $1,400 COLLEGE SCHOLARSHIP 2017
PEYTON SCOTT CONCORDIA UNIV SEWARD, NE $1,400 COLLEGE SCHOLARSHIP 2017
LAURYN DREWELOW UNIV OF NO IOWA CEDAR FALLS, IA $1,400 COLLEGE SCHOLARSHIP 2017
BENJAMIN FITZGERALD NIACC MASON CITY, IA $1,400 COLLEGE SCHOLARSHIP 2017
MAUREEN MCDONALD IOWA STATE UNIV AMES, IA $800 COLLEGE SCHOLARSHIP 2016
ERIN MCDONALD IOWA STATE UNIV AMES, IA $800 COLLEGE SCHOLARSHIP 2016
CASEY HALL CONCORDIA UNIV SEWARD, NE $800 COLLEGE SCHOLARSHIP 2016