Harold C Kallies Charitable Trust
- Assets
- $2.4m
- Revenue
- $7.7k
- Investments
- $2.3m
- Employees
- 0
- Location
- Neenah, WI
- Founding
- 05/1993
- Data as of
- 12/2022
- EIN
- 39-6548517
Organization Overview
Harold C Kallies Charitable Trust is located in Neenah, WI. The organization was established in 1993. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Harold C Kallies Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Harold C Kallies Charitable Trust generated $7.7k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (39.5%) each year. All expenses for the organization totaled $208.2k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Harold C Kallies Charitable Trust has awarded 93 individual grants totaling $536,100. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Legacy Private Trust Company Co-Trustee | 6 | $32,448 | |
John M Jagemann Co-Trustee | 5 | $2,000 | |
Robert Pietroske Alloc-Committee | 1 | $500 | |
Thomas J Bare Allooc Committee | 1 | $500 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $57,082 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$55,995 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $6,605 |
| Total Revenue | $7,692 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $35,448 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $3,353 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $39,726 |
| Contributions, gifts, grants paid | $168,500 |
| Total expenses and disbursements | $208,226 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $35,402 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,350,848 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Harold C Kallies Charitable Trust has awarded $168,500 in support to 21 organizations.
| Grant Recipient | Amount |
|---|---|
ASCEND INC PURPOSE: GENERAL OPERATING EXPENSES | $12,000 |
KAN COOL FOR SCHOOL PURPOSE: GENERAL OPERATING EXPENSE | $1,000 |
GROW IT FORWARD PURPOSE: GENERAL OPERATING EXPENSE | $7,500 |
LAKESHORE TECHNICAL COLLEGE PURPOSE: GENERAL OPERATING EXPENSE | $2,500 |
BOYS & GIRLS CLUB OF MANITOWOC CTY PURPOSE: GENERAL OPERATING EXPENSE | $5,000 |
INCOURAGE PURPOSE: GENERAL OPERATING EXPENSE | $15,000 |