C L Kelly Charitable Trust
C L Kelly Charitable Trust is a private foundation, based in Cincinnati, OH. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $1.1M in total assets. In 2026, it awarded 6 grants totaling $102K. Net investment income was $44K.
C L Kelly Charitable Trust at a glance
In short: C L Kelly Charitable Trust gave $102K across 6 grants in 2026 (avg $17K), mostly in North Carolina. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $101,644
- +5.6% vs 2025
- Grants made (2026)
- 6
- +0.0% vs 2025
- Average grant
- $16,941
- +5.6% vs 2025
- Median grant
- $5,082
- Total assets
- $1,071,335
- -5.1% vs 2025
- Primary geography
- North Carolina (60% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who C L Kelly Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2026
The largest 2026 recipient was CL Kelly Educational Fund Trust ($41K). Together the top 6 received $102K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 6 itemized grants.
States
Cities
How C L Kelly Charitable Trust gives
- Giving held roughly steady from 2023 to 2026 (+13%). Method
- In 2026 it paid out 85% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $89K (2022) to $130K (2021). In 2026 it made 6 grants totaling $102K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| CL Kelly Educational Fund Trust Detroit, MI | Funding of Scholarships | $40,658 |
| Tabor United Methodist Church Littleton, NC | Support for Daily | $40,658 |
| St Lukes Baptist Church Littleton, NC | Support for Daily | $5,082 |
| Springfield Baptist Church Littleton, NC | Support for Daily | $5,082 |
| Mt Olive Baptist Church Littleton, NC | Support for Daily | $5,082 |
| Lebanon Methodist Church Littleton, NC | Support for Daily | $5,082 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $1,071,335 | $85,873 | $142,935 | $101,644 | 6 | $105,975 | $44,371 | $124,277 |
| 2025 | $1,128,487 | $218,971 | $154,989 | $96,228 | 6 | $99,407 | $180,869 | $102,754 |
| 2024 | $1,064,310 | $721,938 | $124,068 | $89,508 | 6 | $92,264 | $688,504 | $87,704 |
| 2023 | $466,441 | $144,190 | $128,471 | $90,000 | 6 | $92,069 | $117,047 | $92,017 |
| 2022 | $450,699 | $399,494 | $142,809 | $89,000 | 6 | $92,394 | $349,821 | $88,910 |
| 2021 | $194,012 | $73,273 | $208,923 | $129,700 | 6 | — | $33,537 | $81,622 |
Under IRS private-foundation payout rules, C L Kelly Charitable Trust reported a distributable amount of $124K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
C L Kelly Charitable Trust's only listed officer is Fifth Third Bank NA, Trustee on the 2026 filing (compensated).
Officers on the 2026 filing
Fifth Third Bank NA
Trustee
New on the 2026 filing
2 hrs/week
$22K (2026)
Former officers (1)
- Former: Comerica Bank (2021–2025) — Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $22K, to Fifth Third Bank NA (Trustee).
Frequently asked questions about C L Kelly Charitable Trust
How much does C L Kelly Charitable Trust give each year?
C L Kelly Charitable Trust gave $102K across 6 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $96K across 6 grants.
What is C L Kelly Charitable Trust's typical grant size?
C L Kelly Charitable Trust's median grant in 2026 was $5,082, and its average grant was $16,941, across 6 grants on its 2026 IRS Form 990-PF.
Where does C L Kelly Charitable Trust give grants?
C L Kelly Charitable Trust gives mostly in North Carolina: 60% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest state was Michigan (40%). The most frequent recipient cities were Littleton, NC (5 grants).
Does C L Kelly Charitable Trust give general operating support?
Not in 2026: none of the 6 grants with a stated purpose on C L Kelly Charitable Trust's 2026 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support for Daily" (5 grants).
Who are C L Kelly Charitable Trust's largest grantees?
C L Kelly Charitable Trust's largest 2026 grantees include CL Kelly Educational Fund Trust ($40,658), Tabor United Methodist Church ($40,658) and St Lukes Baptist Church ($5,082), according to its 2026 IRS Form 990-PF. Together they received 85% of its itemized 2026 grant dollars.
How large is C L Kelly Charitable Trust?
C L Kelly Charitable Trust reported $1.1M in total assets on its 2026 IRS Form 990-PF. It paid out $106K in qualifying distributions that year, against a required minimum of $124K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is C L Kelly Charitable Trust's EIN?
C L Kelly Charitable Trust's EIN (Employer Identification Number) is 56-6218777. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 7, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 13, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 28, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS December 12, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS June 3, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS May 13, 2026)
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