Private foundation
HAROLD C KALLIES CHARITABLE TRUST
NEENAH, WIEIN
Can I apply?
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
- Deadlines
Private foundation
NEENAH, WIEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2024 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990-PF | $298,463 | $194,877 | $179,691 | $2,499,192 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 18% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| BIG BROTHERS BIG SISTERSSHEBOYGAN, WI | GENERAL OPERATING EXPENSE | $10,000 | 2022 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Legacy Private Trust Company | CO-TRUSTEE | 6 | $33,721 |
| John M Jagemann | CO-TRUSTEE | 5 | $2,000 |
| Robert Pietroske | ALLOC-COMMITTEE | 1 | $500 |
| Thomas J Bare | ALLOC COMMITTEE |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $2,499,192 |
| FY2023 | 990-PF | $231,863 | $188,974 | $161,786 | $2,396,042 | $2,396,042 |
| FY2022 | 990-PF | $7,692 | $208,226 | $177,593 | $2,350,848 | $2,350,848 |
| FY2018 | 990-PF | $170,389 | $166,180 | $131,174 | $1,803,216 | $1,803,216 |
| FY2017 | 990-PF | $340,362 | $135,843 | $103,248 | $1,797,625 | $1,797,625 |
| FY2016 | 990-PF | $324,864 | $131,442 | $104,417 | $1,594,851 | $1,594,851 |
| GENERAL OPERATING EXPENSE |
| $10,000 |
| 2024 |
| WOODLAND DUNES NATURE CENTER INCTWO RIVERS, WI | GENERAL OPERATING EXPENSE | $10,000 | 2023 |
| LAKESHORE TECHNICAL COLLEGECLEVELAND, WI | GENERAL FUNDS | $10,000 | 2016 |
| PAINTING PATHWAYSMANITOWOC, WI | GENERAL USE | $10,000 | 2018 |
| ASCEND INCMANITOWOC, WI | GENERAL OPERATING EXPENSES | $10,000 | 2024 |
| MANITOWOC YOUTH BASEBALL ASSOCIATIONMANITOWOC, WI | GENERAL OPERATING EXPENSE | $10,000 | 2022 |
| INCOURAGE - DOMESTIC VIOLENCE CENTERMANITOWOC, WI | GENERAL OPERATING EXPENSE | $10,000 | 2024 |
| BOYS & GIRLS CLUB OF MANITOWOC CTYMANITOWOC, WI | GENERAL OPERATING EXPENSE | $10,000 | 2024 |
| SALVATION ARMYMANITOWOC, WI | GENERAL OPERATING EXPENSE | $10,000 | 2024 |
| PAINTING PATHWAYS CLUBHOUSEMANITOWOC, WI | GENERAL OPERATING EXPENSE | $10,000 | 2024 |
| LAKESHORE CAP INCMANITOWOC, WI | GENERAL OPERATING EXPENSE | $10,000 | 2022 |
| THE HARPER GROUPMANITOWOC, WI | GENERAL OPERATING EXPENSE | $10,000 | 2023 |
| HOLIDAY HOUSE OF MANITOWOC COUNTYMANITOWOC, WI | CHARITABLE | $10,000 | 2017 |
| PAINTING PATHWAYSMANITOWOC, WI | GENERAL OPERATING EXPENSE | $10,000 | 2023 |
| TREEHOUSE THEATERMANITOWOC, WI | GENERAL OPERATING EXPENSE | $10,000 | 2022 |
| PAINTING PATHWAYSMANITOWOC, WI | GENERAL USE | $10,000 | 2017 |
| HOPE HOUSE OF MANITOWOC COUNTYMANITOWOC, WI | GENERAL OPERATING EXPENSE | $10,000 | 2023 |
| BIG BROTHERS BIG SISTERSSHEBOYGAN, WI | GENERAL OPERATING EXPENSE | $10,000 | 2023 |
| WOODLAND DUNES NATURE CENTER INCTWO RIVERS, WI | GENERAL OPERATING EXPENSE | $10,000 | 2022 |
| DOMESTIC VIOLENCE CENTERMANITOWOC, WI | CHARITABLE | $8,500 | 2017 |
| CAPITOL CIVIC CENTRE INCMANITOWOC, WI | GENERAL CHARITABLE | $7,500 | 2016 |
| HOPE HOUSE OF MANITOWOC COUNTYMANITOWOC, WI | CHARITABLE | $7,500 | 2017 |
| PETER'S PANTRYMANITOWOC, WI | GENERAL CHARITABLE | $7,500 | 2017 |
| PETER'S PANTRYMANITOWOC, WI | GENERAL CHARITABLE | $7,500 | 2018 |
| 1 |
| $500 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202401309349101605
Form 990-PF · FY2022 · period ending Dec 31, 2022IRS bulk XML
Filing id 202410659349101201
Form 990-PF · FY2018 · period ending Dec 31, 2018
Filing id 201901579349100215
Form 990-PF · FY2017 · period ending Dec 31, 2017
Filing id 201831319349101128
Form 990-PF · FY2016 · period ending Dec 31, 2016
Filing id 201701329349101570
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.