Kelly Charitable Trust
Kelly Charitable Trust is a private foundation, based in Paola, KS. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $1.4M in total assets. In 2026, it awarded 4 grants totaling $53K. Net investment income was $117K.
Kelly Charitable Trust at a glance
In short: Kelly Charitable Trust gave $53K across 4 grants in 2026 (avg $13K), mostly in Kansas. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $53,178
- +5.8% vs 2025
- Grants made (2026)
- 4
- -20.0% vs 2025
- Average grant
- $13,295
- +32.3% vs 2025
- Median grant
- $7,028
- Total assets
- $1,367,312
- +3.7% vs 2025
- Primary geography
- Kansas (100% 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 Kelly Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2026
The largest 2026 recipient was USD # 416 Louisburg Public Schools ($35K). Together the top 4 received $53K.
Grant Size Distribution
22 grants across all recorded years
The most common grant size was under $50K: 21 grants of 22 (95%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 4 itemized grants.
States
Cities
How Kelly Charitable Trust gives
- Giving held roughly steady from 2023 to 2026 (−16%). Method
- In 2026 it paid out 97% 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 $49K (2024) to $63K (2023). In 2026 it made 4 grants totaling $53K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| USD # 416 Louisburg Public Schools Louisburg, KS | Scoreboards | $35,122 |
| My Father's House Community Services Inc Paola, KS | HUD Matching Funds | $9,515 |
| Prairie View Educational Foundation Lacygne, KS | Classroom Supplies | $4,541 |
| Osawatomie Partners in Education Inc Osawatomie, KS | Teacher Grants | $4,000 |
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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 | $1,367,312 | $130,715 | $82,386 | $53,178 | 4 | $66,464 | $116,562 | $68,849 |
| 2025 | $1,318,983 | $102,106 | $77,396 | $50,258 | 5 | $63,016 | $88,428 | $65,860 |
| 2024 | $1,293,588 | $57,840 | $75,711 | $49,175 | 7 | $61,382 | $48,531 | $62,480 |
| 2023 | $1,310,344 | $-7,124 | $88,774 | $63,000 | 2 | $74,615 | $47,014 | $61,031 |
| 2022 | $1,406,242 | $94,894 | $88,438 | $56,400 | 4 | $70,669 | $79,482 | $77,029 |
| 2021 | $1,399,786 | $119,446 | $80,793 | $53,800 | 1 | — | $106,259 | $70,532 |
Under IRS private-foundation payout rules, Kelly Charitable Trust reported a distributable amount of $69K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Kelly Charitable Trust's only listed officer is First Option Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2026 filing
First Option Bank
Trustee
On filings since 2021
0.5 hrs/week
$25K (2021) → $25K (2026)
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 $25K, to First Option Bank (Trustee).
Frequently asked questions about Kelly Charitable Trust
How much does Kelly Charitable Trust give each year?
Kelly Charitable Trust gave $53K across 4 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $50K across 5 grants.
What is Kelly Charitable Trust's typical grant size?
Kelly Charitable Trust's median grant in 2026 was $7,028, and its average grant was $13,295, across 4 grants on its 2026 IRS Form 990-PF.
Where does Kelly Charitable Trust give grants?
Kelly Charitable Trust gives mostly in Kansas: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there.
Does Kelly Charitable Trust give general operating support?
Not in 2026: none of the 4 grants with a stated purpose on Kelly Charitable Trust's 2026 IRS Form 990-PF were described as general or operating support.
How large is Kelly Charitable Trust?
Kelly Charitable Trust reported $1.4M in total assets on its 2026 IRS Form 990-PF. It paid out $66K in qualifying distributions that year, against a required minimum of $69K (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 Kelly Charitable Trust's EIN?
Kelly Charitable Trust's EIN (Employer Identification Number) is 26-4060029. 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
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 14, 2026)
- IRS filings on file for fiscal years 2021–2025
Live grants for the work Kelly Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Kelly Charitable Trust's focus areas in our free grants database
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