Charles B Keitzer & Lenore M Keitzer Memorial Trust C

MONTEREY, IN EIN: 35-6354152

Charles B Keitzer & Lenore M Keitzer Memorial Trust C is a private foundation, based in MONTEREY, IN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 17 grants totaling $68K. Net investment income was $54K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.4M

-0.6% YoY

Annual Giving

$68K

-4.6% YoY

Grant Count

17

-5.6% YoY

Avg Grant Size

$4K

+1.0% YoY

Under IRS private-foundation payout rules, Charles B Keitzer & Lenore M Keitzer Memorial Trust C reported a distributable amount of $67K for 2025 — the minimum it must pay out in qualifying distributions.

About Charles B Keitzer & Lenore M Keitzer Memorial Trust C

Based on IRS filings

Charles B Keitzer & Lenore M Keitzer Memorial Trust C is a private foundation, based in MONTEREY, IN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 17 grants totaling $68K. Net investment income was $54K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

CulverGrangerKnoxMontereyOraRochesterWarsawWinamac

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$22K$45K$67K$90K202020212022202320242025
Metric202520242023
Total Assets$1,375,899$1,383,696$1,390,037
Revenue$53,982$54,227$39,983
Expenses$69,498$74,689$79,118
Qualifying Distributions$68,000$69,530$75,534
Net Investment Income$53,982$54,227$39,983
Distributable Amount$67,205$67,549$69,497

Giving Over Time

Total grant dollars and number of grants per year

$0$19K$39K$58K$77K12 grants202013 grants202116 grants202222 grants202318 grants202417 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Vanessa Cadle$4KGwendylan Gilley$4KKaylee Hamilton$4KChase Keller$4KMax Keller$4KWestin Kelsey$4KAbbigail Kisela$4KGyanna Lewis$4KMershai Loehmer$4KAshley Pugh$4K

Grant Size Distribution

86 grants across all recorded years

86<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Vanessa Cadle ($4,000), Gwendylan Gilley ($4,000), Kaylee Hamilton ($4,000).

RecipientPurposeAmount
Vanessa Cadle Monterey, INEducation$4,000
Gwendylan Gilley Monterey, INEducation$4,000
Kaylee Hamilton Culver, INEducation$4,000
Chase Keller Monterey, INEducation$4,000
Max Keller Monterey, INEducation$4,000
Westin Kelsey Monterey, INEducation$4,000
Abbigail Kisela Monterey, INEducation$4,000
Gyanna Lewis Winamac, INEducation$4,000
Mershai Loehmer Monterey, INEducation$4,000
Ashley Pugh Rochester, INEducation$4,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Charles B Keitzer & Lenore M Keitzer Memorial Trust C?

As of 2025, Charles B Keitzer & Lenore M Keitzer Memorial Trust C holds $1.4M in total assets with $54K in annual revenue. It awarded 17 grants totaling $68K in 2025.

Where does Charles B Keitzer & Lenore M Keitzer Memorial Trust C operate?

Charles B Keitzer & Lenore M Keitzer Memorial Trust C has awarded grants in Indiana.

What size grants does Charles B Keitzer & Lenore M Keitzer Memorial Trust C award?

In 2025, Charles B Keitzer & Lenore M Keitzer Memorial Trust C awarded 17 grants totaling $68K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Charles B Keitzer & Lenore M Keitzer Memorial Trust C required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Charles B Keitzer & Lenore M Keitzer Memorial Trust C reported a distributable amount of $67K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Charles B Keitzer & Lenore M Keitzer Memorial Trust C's EIN?

Charles B Keitzer & Lenore M Keitzer Memorial Trust C's EIN (Employer Identification Number) is 35-6354152. IRS Form 990 filing data is available on this page for 2020–2025.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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