Richard Kalvelage Gift Trust
Richard Kalvelage Gift Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Neligh, NE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 12 grants totaling $56K.
Key facts about Richard Kalvelage Gift Trust
- EIN
- 47-6234969
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $55,902
- Grants made (2024)
- 12
- Average grant
- $4,659
- Median grant
- $3,776
- New grantees (estimate)
- 58% first-time grantees (7 of 12, 2024)
- Total assets
- $1,001,718
- Primary geography
- Nebraska (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Richard Kalvelage Gift Trust funds
By grant dollars, the top recipient states for Richard Kalvelage Gift Trust's 12 itemized 2024 grants were Nebraska (100%). The most frequent recipient cities were Neligh, NE (6 grants) and Elgin, NE (4 grants). 25% of grants with a stated purpose were for general or operating support. Recurring purposes include "Community Activity" (9 grants).
Is Richard Kalvelage Gift Trust open to new grantees?
58%
first-time grantees, 2024
In 2024, 7 of 12 grantees (58%) were first-time recipients. First grants averaged $3K; repeat grants $7K. How we count
Medians: $3K first-time, $5K repeat.
- 33% of 2024 grantees were also funded in 2023. Method
- Giving grew 25% from 2021 to 2024. Method
- In 2024 it paid out 178% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Richard Kalvelage Gift Trust
- How to evaluate Richard Kalvelage Gift Trust as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.0M
+15.9% YoY
Annual Giving
$56K
+76.6% YoY
Grant Count
12
+9.1% YoY
Avg Grant Size
$5K
+61.9% YoY
Under IRS private-foundation payout rules, Richard Kalvelage Gift Trust reported a distributable amount of $72K for 2024 — the minimum it must pay out in qualifying distributions.
About Richard Kalvelage Gift Trust
Based on IRS filings
Richard Kalvelage Gift Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Neligh, NE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 12 grants totaling $56K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 12 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,001,718 | $864,432 | $853,455 |
| Revenue | $566,789 | $425,207 | $536,223 |
| Expenses | $414,969 | $429,230 | $496,852 |
| Qualifying Distributions | $127,696 | $52,940 | $82,047 |
| Net Investment Income | — | $41,417 | $12,418 |
| Distributable Amount | $71,808 | $73,073 | $73,134 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
62 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Pope John Central Catholic ($17,000), Carey Charitable Trust ($10,000), Neligh Senior Citizens Center ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| POPE JOHN CENTRAL CATHOLIC Elgin, NE | COMMUNITY ACTIVITY | $17,000 |
| CAREY CHARITABLE TRUST Neligh, NE | UNRESTRICTED | $10,000 |
| NELIGH SENIOR CITIZENS CENTER Neligh, NE | COMMUNITY ACTIVITY | $5,000 |
| ELGIN COMMUNITY CENTER Elgin, NE | UNRESTRICTED | $5,000 |
| PIERSON WILDLIFE MUSEUM Neligh, NE | UNRESTRICTED | $5,000 |
| AMERICAN LEGION POST 172 Neligh, NE | COMMUNITY ACTIVITY | $5,000 |
| ST FRANCIS CATHOLIC CHURCH Neligh, NE | COMMUNITY ACTIVITY | $2,552 |
| ST JOHN'S PARISH Petersburg, NE | COMMUNITY ACTIVITY | $2,500 |
| ELGIN PUBLIC LIBRARY Elgin, NE | COMMUNITY ACTIVITY | $1,600 |
| NELIGH PUBLIC LIBRARY Neligh, NE | COMMUNITY ACTIVITY | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| James J McNally Trustee | Trustee | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Richard Kalvelage Gift Trust?
Richard Kalvelage Gift Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Neligh, NE. It holds $1.0M in total assets as of 2024.
How large is Richard Kalvelage Gift Trust?
As of 2024, Richard Kalvelage Gift Trust holds $1.0M in total assets with $567K in annual revenue. It awarded 12 grants totaling $56K in 2024.
Where does Richard Kalvelage Gift Trust operate?
Richard Kalvelage Gift Trust has awarded grants in Nebraska.
What size grants does Richard Kalvelage Gift Trust award?
In 2024, Richard Kalvelage Gift Trust awarded 12 grants totaling $56K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Richard Kalvelage Gift Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Richard Kalvelage Gift Trust reported a distributable amount of $72K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Richard Kalvelage Gift Trust's EIN?
Richard Kalvelage Gift Trust's EIN (Employer Identification Number) is 47-6234969. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.