Harold C Kallies Charitable Trust 32F003019
Harold C Kallies Charitable Trust 32F003019 is a private foundation based in Neenah, Wisconsin. Its 2024 filing reports grants to organizations in Wisconsin, including organizations based in Manitowoc and Sheboygan.
Harold C Kallies Charitable Trust 32F003019 at a glance
In short: Harold C Kallies Charitable Trust 32F003019 gave $151K across 20 grants in 2024 (avg $8K), mostly in Wisconsin. 20% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $151,000
- -1.3% vs 2023
- Grants made (2024)
- 20
- +0.0% vs 2023
- Average grant
- $7,550
- -1.3% vs 2023
- Median grant
- $8,500
- Total assets
- $2,499,192
- +4.3% vs 2023
- New grantees (estimate)
- 20% first-time grantees (4 of 20, 2024; small sample)
- Primary geography
- Wisconsin (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Harold C Kallies Charitable Trust 32F003019
- How to Apply
-
The filing lists stated needs and a required scholarship application as application materials. It names Legacy Private Trust Co., attention Tammy, as the contact and states that awards are restricted to exempt 501(c)(3) organizations primarily in Manitowoc County. The filing lists no deadline.
- Contact
Application contact: Legacy Private Tr Co Attn Tammy
Mailing address: PO Box 649, Neenah, WI 54957-0649
Phone: (920) 967-5020
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Harold C Kallies Charitable Trust 32F003019 funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Manitowoc Youth Baseball Association ($15K). Together the top 10 received $105K.
Grant Size Distribution
61 grants across all recorded years
The most common grant size was under $50K: 61 grants of 61 (100%).
Geographic Focus
Where this funder awards grants
All reported 2024 grant dollars went to recipients in Wisconsin. The filing states that awards are restricted to exempt 501(c)(3) organizations primarily in Manitowoc County.
Grant Distribution by State
Share of 2024 grant dollars across all 20 itemized grants.
States
Cities
Is Harold C Kallies Charitable Trust 32F003019 open to new grantees?
20%
first-time grantees, 2024
In 2024, 4 of 20 grantees (20%) were first-time recipients. With only 20 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $8K; repeat grants $8K. How we count
Medians: $10K first-time, $7K repeat.
- 80% of 2024 grantees were also funded in 2023. Method
- In 2024 it paid out 112% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2022–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2024, annual grant giving ranged from $151K (2024) to $169K (2022). In 2024 it made 20 grants totaling $151K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Manitowoc Youth Baseball Association Manitowoc, WI | General Operating Expense | $15,000 |
| Incourage - Domestic Violence Center Manitowoc, WI | General Operating Expense | $10,000 |
| Ascend Inc Manitowoc, WI | General Operating Expenses | $10,000 |
| Boys & Girls Club of Manitowoc Cty Manitowoc, WI | General Operating Expense | $10,000 |
| The Harper Group Manitowoc, WI | General Operating Expense | $10,000 |
| Painting Pathways Clubhouse Manitowoc, WI | General Operating Expense | $10,000 |
| Hope House of Manitowoc County Manitowoc, WI | General Operating Expense | $10,000 |
| Salvation Army Manitowoc, WI | General Operating Expense | $10,000 |
| Big Brothers Big Sisters of WI Shoreline Sheboygan, WI | General Operating Expense | $10,000 |
| The Haven of Manitowoc County Inc Manitowoc, WI | General Operating Expense | $10,000 |
Ready to take the next step with Harold C Kallies Charitable Trust 32F003019?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $2,499,192 | $298,463 | $194,877 | $151,000 | 20 | $179,691 | $286,879 | $160,270 |
| 2023 | $2,396,042 | $231,863 | $188,974 | $153,000 | 20 | $161,786 | $204,674 | $145,372 |
| 2022 | $2,350,848 | $7,692 | $208,226 | $168,500 | 21 | $177,593 | $28,874 | $152,198 |
Under IRS private-foundation payout rules, Harold C Kallies Charitable Trust 32F003019 reported a distributable amount of $160K for 2024 — 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 2024 grants went to organizations whose own missions describe work in areas including homelessness, mental health, food access, youth programs, and arts and culture.
For example, The Haven of Manitowoc County says its mission is to advocate for homeless men while providing community resources and an interfaith approach to self-sufficiency. Hope House of Manitowoc County describes its work as helping families and individuals experiencing homelessness achieve sustainable independence. Painting Pathways Clubhouse says it supports adults with mental health concerns by building community, supporting recovery, and providing hope. Peter’s Pantry says it collects and distributes donated food to people in need in Manitowoc County. Treehouse Theater describes its mission as providing theater education and performance opportunities for children and families.
Grantmaking
The foundation reported 20 grants totaling $151,000 in 2024. Grant amounts ranged from $1,000 to $15,000, with a median grant of $8,500. The largest reported grants included $15,000 to Manitowoc Youth Baseball Association and $10,000 each to Incourage – Domestic Violence Center, Ascend Inc., Boys & Girls Club of Manitowoc County, Painting Pathways Clubhouse, Hope House of Manitowoc County, and The Haven of Manitowoc County. The filing lists general operating expenses or general operating expenses as the purpose for these grants.
Other 2024 recipients included Treehouse Theater ($6,000), Peter’s Pantry ($6,000), Wisconsin Maritime Museum ($5,000), Grow It Forward ($5,000), and Capitol Civic Centre ($5,000).
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Legacy Private Trust Company and John M. Jagemann as co-trustees. Robert Pietroske and Thomas J. Bare are listed on the allocation committee.
Harold C Kallies Charitable Trust 32F003019's 2024 filing lists 4 officers; all 4 officers listed in 2024 are compensated.
Officers on the 2024 filing
John M. Jagemann
Co-Trustee
On filings since 2022
5 hrs/week
$2K (2022) → $2K (2024)
Legacy Private Trust Company
Co-Trustee
On filings since 2022
6 hrs/week
$32K (2022) → $34K (2024)
Robert Pietroske
Alloc-Committee
On filings since 2022
1 hr/week
$500 (2022) → $500 (2024)
Thomas J. Bare
Alloc Committee
Allooc Committee → Alloc Committee, 2023
On filings since 2022
1 hr/week
$500 (2022) → $500 (2024)
Data from IRS Form 990 filings, 2022–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $34K, to Legacy Private Trust Company (Co-Trustee). 4 officers or directors reported compensation on that filing.
Frequently asked questions about Harold C Kallies Charitable Trust 32F003019
How much does Harold C Kallies Charitable Trust 32F003019 give each year?
Harold C Kallies Charitable Trust 32F003019 gave $151K across 20 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $153K across 20 grants.
What is Harold C Kallies Charitable Trust 32F003019's typical grant size?
Harold C Kallies Charitable Trust 32F003019's median grant in 2024 was $8,500, and its average grant was $7,550, across 20 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Harold C Kallies Charitable Trust 32F003019 that year got $8K on average.
Where does Harold C Kallies Charitable Trust 32F003019 give grants?
Harold C Kallies Charitable Trust 32F003019 gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Manitowoc, WI (17 grants).
Does Harold C Kallies Charitable Trust 32F003019 give general operating support?
Yes: 100% of Harold C Kallies Charitable Trust 32F003019's 2024 grants with a stated purpose (20 of 20) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Harold C Kallies Charitable Trust 32F003019's largest grantees?
Harold C Kallies Charitable Trust 32F003019's largest 2024 grantees include Manitowoc Youth Baseball Association ($15,000), Incourage - Domestic Violence Center ($10,000) and Ascend Inc ($10,000), according to its 2024 IRS Form 990-PF. Together they received 23% of its itemized 2024 grant dollars.
How large is Harold C Kallies Charitable Trust 32F003019?
Harold C Kallies Charitable Trust 32F003019 reported $2.5M in total assets on its 2024 IRS Form 990-PF. It paid out $180K in qualifying distributions that year, against a required minimum of $160K (roughly 5% of its investment assets).
What does Harold C Kallies Charitable Trust 32F003019 fund?
No mission statement for the foundation is provided. Its 2024 grants went to organizations whose own missions describe work in areas including homelessness, mental health, food access, youth programs, and arts and culture. See mission & focus areas ↑
How do I apply for a grant from Harold C Kallies Charitable Trust 32F003019?
The filing lists stated needs and a required scholarship application as application materials. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Harold C Kallies Charitable Trust 32F003019's EIN?
Harold C Kallies Charitable Trust 32F003019's EIN (Employer Identification Number) is 39-6548517. IRS Form 990 filing data is available on this page for 2022–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 5, 2024)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
- IRS filings on file for fiscal years 2022–2024
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Cite this profile
Grantable. (2026). Harold C Kallies Charitable Trust 32F003019 funder profile. GrantGraph. Retrieved October 4, 2026, from https://grantable.co/funders/harold-c-kallies-charitable-trust-32f003019-morg_9e9ccd669d1c4778b9b3664abfde5951
BibTeX
@misc{grantable_396548517_2026,
author = {{Grantable}},
title = {{Harold C Kallies Charitable Trust 32F003019 funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/harold-c-kallies-charitable-trust-32f003019-morg_9e9ccd669d1c4778b9b3664abfde5951},
note = {Accessed 2026-10-04. 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 Harold C Kallies Charitable Trust 32F003019'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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