Kelly Charitable Trust

PAOLA, KS EIN: 26-4060029

Kelly Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PAOLA, KS. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 5 grants totaling $50K. Net investment income was $88K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.3M

+2.0% YoY

Annual Giving

$50K

+2.2% YoY

Grant Count

5

-28.6% YoY

Avg Grant Size

$10K

+43.1% YoY

Under IRS private-foundation payout rules, Kelly Charitable Trust reported a distributable amount of $66K for 2025 — the minimum it must pay out in qualifying distributions.

About Kelly Charitable Trust

Based on IRS filings

Kelly Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PAOLA, KS. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 5 grants totaling $50K. Net investment income was $88K.

Ready to take the next step with Kelly Charitable Trust?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Fort ScottLacygneOsawatomieOverland ParkPaola

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$33K$66K$99K$131K20212022202320242025
Metric202520242023
Total Assets$1,318,983$1,293,588$1,310,344
Revenue$102,106$57,840$-7,124
Expenses$77,396$75,711$88,774
Qualifying Distributions$63,016$61,382$74,615
Net Investment Income$88,428$48,531$47,014
Distributable Amount$65,860$62,480$61,031

Giving Over Time

Total grant dollars and number of grants per year

$0$16K$32K$47K$63K1 grants20214 grants20222 grants20237 grants20245 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

MY FATHER'S HOUSE COMMUN…$30KHOLY TRINITY PARISH SCHOOL$8KUSD # 367$6KUSD # 368 PAOLA ADULT ED…$4KMIAMI COUNTY COMMUNITY F…$2K

Grant Size Distribution

19 grants across all recorded years

17<$50K2$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 My Father's House Community Services Inc ($30,000), Holy Trinity Parish School ($7,600), Usd # 367 ($6,309).

RecipientPurposeAmount
MIAMI COUNTY COMMUNITY FOUNDATION PAOLA, KSVARIOUS PROJECTS$1,863
USD # 367 OSAWATOMIE, KSLEGO STEM PROGRAM TROJAN ELEMENTARY$6,309
USD # 368 PAOLA ADULT EDUCATION CENTER PAOLA, KSBOOKS$4,486
MY FATHER'S HOUSE COMMUNITY SERVICES INC PAOLA, KSTRANSITIONAL HOUSING SHELTER MATCHING/PROGRAM FUNDS; TINY HOMES VILLAGE PHASE 2 SUPPORT$30,000
HOLY TRINITY PARISH SCHOOL PAOLA, KSPART TIME TEACHER, PROFESSIONAL LEARNING, ASSESSMENT TOOLS & RESPONSE TO INTERVENTION MATERIALS$7,600

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

FIRST OPTION BANKTRUSTEE$24K

From 2025 filing

NameTitleHoursCompensation
FIRST OPTION BANKTRUSTEE0.5$23,931

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Kelly Charitable Trust?

Kelly Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PAOLA, KS. It holds $1.3M in total assets as of 2025.

How large is Kelly Charitable Trust?

As of 2025, Kelly Charitable Trust holds $1.3M in total assets with $102K in annual revenue. It awarded 5 grants totaling $50K in 2025.

Where does Kelly Charitable Trust operate?

Kelly Charitable Trust has awarded grants in Kansas.

What size grants does Kelly Charitable Trust award?

In 2025, Kelly Charitable Trust awarded 5 grants totaling $50K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Kelly Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Kelly Charitable Trust reported a distributable amount of $66K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2021–2025.

Explore Open Grants

Browse active grant opportunities in Kelly Charitable Trust's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

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

What could you do with Kelly Charitable Trust on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities

Go from researching Kelly Charitable Trust to a real strategy.

Plan your approach