Charles B & Vivian Kelly Charitable Trust
CHARLES B & VIVIAN KELLY CHARITABLE is a private foundation based in Mason City, Iowa. It supports charitable organizations and provides college scholarships; its 2024 filing states that scholarship recipients must have graduated from Newman High School in Mason City and attend college full-time.
Charles B & Vivian Kelly Charitable Trust at a glance
In short: Charles B & Vivian Kelly Charitable Trust gave $368K across 13 grants in 2025 (avg $28K), mostly in Iowa. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $367,541
- +2108.8% vs 2024
- Grants made (2025)
- 13
- +18.2% vs 2024
- Average grant
- $28,272
- +1769.0% vs 2024
- Median grant
- $721
- Primary geography
- Iowa (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Charles B & Vivian Kelly Charitable Trust
- How to Apply
-
The 2024 filing says to contact Clear Lake Bank & Trust for an application. It lists the restriction that recipients must have graduated from Newman High School in Mason City, Iowa, and be attending college full-time.
- Review Cycle
- May 1. The filing’s stated deadline is a past cycle.
- Deadline
- May 1.
- Contact
Application contact: Anne Flynn Clear Lake Bank Trust
Mailing address: 100 East State Street, Mason City, IA 50401
Phone: (641) 423-2457
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Charles B & Vivian Kelly Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Holy Family Catholic Church ($120K). Together the top 5 received $361K.
Organizations only. It also paid 8 individual scholarships ($6,077), which are not listed by name.
Grant Size Distribution
58 grants across all recorded years
The most common grant size was under $50K: 53 grants of 58 (91%).
Geographic Focus
Where this funder awards grants
The 2025 filing reports that 100% of grant dollars went to recipients in Iowa, with less than 1% to Minnesota and less than 1% to Kansas.
Grant Distribution by State
Share of 2025 grant dollars across all 13 itemized grants.
Cities
How Charles B & Vivian Kelly Charitable Trust gives
- Giving grew 1649% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). 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 2020 to 2025, annual grant giving ranged from $16K (2023) to $368K (2025). In 2025 it made 13 grants totaling $368K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Holy Family Catholic Church Mason City, IA | General Donation | $120,488 |
| Easter Seals Society of Iowa Des Moines, IA | General Donation | $60,244 |
| Hospice of North Iowa Mason City, IA | General Donation | $60,244 |
| Habitat for Humanity of NCI Mason City, IA | General Donation | $60,244 |
| Community Kitchen of North Iowa Mason City, IA | General Donation | $60,244 |
| 8 individual scholarships Recipients not named | — | $6,077 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | — | $16,849 | $378,709 | $367,541 | 13 | $374,291 | $13,363 | $17,311 |
| 2024 | $361,860 | $53,845 | $22,754 | $16,640 | 11 | $20,635 | $52,112 | $16,540 |
| 2023 | $330,769 | $29,238 | $21,074 | $15,801 | 9 | $19,188 | $27,765 | $15,825 |
| 2022 | $322,605 | $31,348 | $26,908 | $21,015 | 12 | $24,779 | $29,715 | $17,714 |
| 2021 | $318,165 | $37,407 | $25,694 | $19,800 | 13 | $23,777 | $35,682 | $19,584 |
| 2020 | $306,452 | $15,511 | $23,169 | $17,953 | 11 | — | $13,815 | $17,544 |
Under IRS private-foundation payout rules, Charles B & Vivian Kelly Charitable Trust reported a distributable amount of $17K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its reported 2025 grants include general donations to a church, organizations serving people with disabilities, hospice care, Habitat for Humanity, and a community kitchen, as well as college scholarships.
Hospice of North Iowa, a 2025 grantee, describes its mission as serving communities as “a compassionate and transforming healing presence.” That mission is the grantee’s, not the foundation’s.
Grantmaking
In 2025, the foundation reported 13 grants totaling $367,541. Grant amounts ranged from $720 to $120,488, with a median of $721. Five of the largest grants were general donations: $120,488 to Holy Family Catholic Church and $60,244 each to Easter Seals Society of Iowa, Hospice of North Iowa, Habitat for Humanity of NCI, and Community Kitchen of North Iowa. The filing also lists college scholarships, including $1,032 to Ryan Armouriowa Lakes Community Co and several awards of $720 or $721.
Leadership & Key People
Officers and directors from IRS filings
Charles B & Vivian Kelly Charitable Trust's only listed officer is Clear Lake Bank & Trust, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Clear Lake Bank & Trust
Trustee
On filings since 2020
1 hr/week
$4K (2020) → $7K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $7K, to Clear Lake Bank & Trust (Trustee).
Frequently asked questions about Charles B & Vivian Kelly Charitable Trust
How much does Charles B & Vivian Kelly Charitable Trust give each year?
Charles B & Vivian Kelly Charitable Trust gave $368K across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $17K across 11 grants.
What is Charles B & Vivian Kelly Charitable Trust's typical grant size?
Charles B & Vivian Kelly Charitable Trust's median grant in 2025 was $721, and its average grant was $28,272, across 13 grants on its 2025 IRS Form 990-PF.
Where does Charles B & Vivian Kelly Charitable Trust give grants?
Charles B & Vivian Kelly Charitable Trust gives mostly in Iowa: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Mason City, IA (4 grants).
Does Charles B & Vivian Kelly Charitable Trust give general operating support?
Yes: 38% of Charles B & Vivian Kelly Charitable Trust's 2025 grants with a stated purpose (5 of 13) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "College Scholarship" (7 grants).
Who are Charles B & Vivian Kelly Charitable Trust's largest grantees?
Charles B & Vivian Kelly Charitable Trust's largest 2025 grantees include Holy Family Catholic Church ($120,488), Easter Seals Society of Iowa ($60,244) and Hospice of North Iowa ($60,244), according to its 2025 IRS Form 990-PF. It also paid 8 individual scholarships ($6,077), which are not listed by name. Together they received 66% of its itemized 2025 grant dollars.
What does Charles B & Vivian Kelly Charitable Trust fund?
No mission statement for the foundation is provided. Its reported 2025 grants include general donations to a church, organizations serving people with disabilities, hospice care, Habitat for Humanity, and a community kitchen, as well as college scholarships. See mission & focus areas ↑
How do I apply for a grant from Charles B & Vivian Kelly Charitable Trust?
The 2024 filing says to contact Clear Lake Bank & Trust for an application. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
How much is Charles B & Vivian Kelly Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Charles B & Vivian Kelly Charitable Trust reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Charles B & Vivian Kelly Charitable Trust's EIN?
Charles B & Vivian Kelly Charitable Trust's EIN (Employer Identification Number) is 42-6619852. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 16, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- IRS filings on file for fiscal years 2020–2025
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Cite this profile
Grantable. (2026). Charles B & Vivian Kelly Charitable Trust funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/charles-b-and-vivian-kelly-charitable-trust-morg_038124360fcb47f199b457aade654ca1
BibTeX
@misc{grantable_426619852_2026,
author = {{Grantable}},
title = {{Charles B \& Vivian Kelly Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/charles-b-and-vivian-kelly-charitable-trust-morg_038124360fcb47f199b457aade654ca1},
note = {Accessed 2026-10-05. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Charles B & Vivian Kelly Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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