Harold C Kallies Charitable Trust | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Harold C Kallies Charitable Trust. Data shown is extracted from Form 990-PF filings.

EIN: 39-6548517

Foundation Overview

Based in Neenah, WI, Harold C Kallies Charitable Trust has awarded 143 grants totaling $968,000 to organizations in Wisconsin. Individual grants range from $1,000 to $25,000, with a median award of $7,000.

Latest Tax Year
2023
Total Giving (all years)
$968,000
Total Assets
$2,855,984
Median Grant (all grants)
$7,000

Latest Form 990-PF Snapshot

Total Grants
40
Median Grant
$10,000
% No Significant Change
0% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Closed Network: 5%

2 of 40 recipients (5%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.

Geographic Focus
Wisconsin

100% of all grants are concentrated in Wisconsin, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Wisconsin, funding concentrates in Manitowoc (84%), Two Rivers (5%), Madison (3%).

Funding Trajectory
+59%

Strong 59% growth in annual giving over 7 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Harold C Kallies Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Ascend Inc $10,000 Manitowoc, WI, US General Operating Expenses 2023
Boys & Girls Club Of Manitowoc Cty $5,000 Manitowoc, WI, US General Operating Expense 2023
Grow It Forward $5,000 Manitowoc, WI, US General Operating Expense 2023
Kan Cool For School $1,000 Manitowoc, WI, US General Operating Expense 2023
Incourage $10,000 Manitowoc, WI, US General Operating Expense 2023
The Harper Group $10,000 Manitowoc, WI, US General Operating Expense 2023
Manitowoc County Historical Society $7,000 Manitowoc, WI, US General Operating Expense 2023
Painting Pathways $10,000 Manitowoc, WI, US General Operating Expense 2023
Hope House Of Manitowoc County $10,000 Manitowoc, WI, US General Operating Expense 2023
Salvation Army $10,000 Manitowoc, WI, US General Operating Expense 2023
Wisconsin Maritime Museum $5,000 Manitowoc, WI, US General Operating Expense 2023
Special Olympics Wisconsin $1,000 Madison, WI, US General Operating Expense 2023
Big Brothers Big Sisters $10,000 Sheboygan, WI, US General Operating Expense 2023
Lakeshore Cap Inc $10,000 Manitowoc, WI, US General Operating Expense 2023
Capitol Civic Centre Inc $7,000 Manitowoc, WI, US General Operating Expense 2023
Peter's Pantry $6,000 Manitowoc, WI, US General Operating Expense 2023
Manitowoc Youth Baseball Association $10,000 Manitowoc, WI, US General Operating Expense 2023
Woodland Dunes Nature Center Inc $10,000 Two Rivers, WI, US General Operating Expense 2023
The Haven Of Manitowoc County Inc $10,000 Manitowoc, WI, US General Operating Expense 2023
Treehouse Theater $6,000 Manitowoc, WI, US General Operating Expense 2023
Ascend Inc $10,000 Manitowoc, WI, US General Operating Expenses 2023
Boys & Girls Club Of Manitowoc Cty $5,000 Manitowoc, WI, US General Operating Expense 2023
Grow It Forward $5,000 Manitowoc, WI, US General Operating Expense 2023
Kan Cool For School $1,000 Manitowoc, WI, US General Operating Expense 2023
Incourage $10,000 Manitowoc, WI, US General Operating Expense 2023
The Harper Group $10,000 Manitowoc, WI, US General Operating Expense 2023
Manitowoc County Historical Society $7,000 Manitowoc, WI, US General Operating Expense 2023
Painting Pathways $10,000 Manitowoc, WI, US General Operating Expense 2023
Hope House Of Manitowoc County $10,000 Manitowoc, WI, US General Operating Expense 2023
Salvation Army $10,000 Manitowoc, WI, US General Operating Expense 2023
Wisconsin Maritime Museum $5,000 Manitowoc, WI, US General Operating Expense 2023
Special Olympics Wisconsin $1,000 Madison, WI, US General Operating Expense 2023
Big Brothers Big Sisters $10,000 Sheboygan, WI, US General Operating Expense 2023
Lakeshore Cap Inc $10,000 Manitowoc, WI, US General Operating Expense 2023
Capitol Civic Centre Inc $7,000 Manitowoc, WI, US General Operating Expense 2023
Peter's Pantry $6,000 Manitowoc, WI, US General Operating Expense 2023
Manitowoc Youth Baseball Association $10,000 Manitowoc, WI, US General Operating Expense 2023
Woodland Dunes Nature Center Inc $10,000 Two Rivers, WI, US General Operating Expense 2023
The Haven Of Manitowoc County Inc $10,000 Manitowoc, WI, US General Operating Expense 2023
Treehouse Theater $6,000 Manitowoc, WI, US General Operating Expense 2023
Ascend Inc $12,000 Manitowoc, WI, US General Operating Expenses 2022
Boys & Girls Club Of Manitowoc Cty $5,000 Manitowoc, WI, US General Operating Expense 2022
Grow It Forward $7,500 Manitowoc, WI, US General Operating Expense 2022
Kan Cool For School $1,000 Manitowoc, WI, US General Operating Expense 2022
Incourage $15,000 Manitowoc, WI, US General Operating Expense 2022
Lakeshore Technical College $2,500 Cleveland, WI, US General Operating Expense 2022
Manitowoc County Historical Society $7,000 Manitowoc, WI, US General Operating Expense 2022
Painting Pathways $12,500 Manitowoc, WI, US General Operating Expense 2022
Hope House Of Manitowoc County $10,000 Manitowoc, WI, US General Operating Expense 2022
Salvation Army $10,000 Manitowoc, WI, US General Operating Expense 2022
Wisconsin Maritime Museum $5,000 Manitowoc, WI, US General Operating Expense 2022
Special Olympics Wisconsin $1,000 Madison, WI, US General Operating Expense 2022
Big Brothers Big Sisters $10,000 Sheboygan, WI, US General Operating Expense 2022
Lakeshore Cap Inc $10,000 Manitowoc, WI, US General Operating Expense 2022
Capitol Civic Centre Inc $10,000 Manitowoc, WI, US General Operating Expense 2022
Peter's Pantry $5,000 Manitowoc, WI, US General Operating Expense 2022
Manitowoc Youth Baseball Association $10,000 Manitowoc, WI, US General Operating Expense 2022
Manitowoc Police Dept K9 Unit $3,000 Manitowoc, WI, US General Operating Expense 2022
Woodland Dunes Nature Center Inc $10,000 Two Rivers, WI, US General Operating Expense 2022
The Haven Of Manitowoc County Inc $12,000 Manitowoc, WI, US General Operating Expense 2022
Treehouse Theater $10,000 Manitowoc, WI, US General Operating Expense 2022
Ascend Inc $12,000 Manitowoc, WI, US General Operating Expenses 2022
Boys & Girls Club Of Manitowoc Cty $5,000 Manitowoc, WI, US General Operating Expense 2022
Grow It Forward $7,500 Manitowoc, WI, US General Operating Expense 2022
Kan Cool For School $1,000 Manitowoc, WI, US General Operating Expense 2022
Incourage $15,000 Manitowoc, WI, US General Operating Expense 2022
Lakeshore Technical College $2,500 Cleveland, WI, US General Operating Expense 2022
Manitowoc County Historical Society $7,000 Manitowoc, WI, US General Operating Expense 2022
Painting Pathways $12,500 Manitowoc, WI, US General Operating Expense 2022
Hope House Of Manitowoc County $10,000 Manitowoc, WI, US General Operating Expense 2022
Salvation Army $10,000 Manitowoc, WI, US General Operating Expense 2022
Wisconsin Maritime Museum $5,000 Manitowoc, WI, US General Operating Expense 2022
Special Olympics Wisconsin $1,000 Madison, WI, US General Operating Expense 2022
Big Brothers Big Sisters $10,000 Sheboygan, WI, US General Operating Expense 2022
Lakeshore Cap Inc $10,000 Manitowoc, WI, US General Operating Expense 2022
Capitol Civic Centre Inc $10,000 Manitowoc, WI, US General Operating Expense 2022
Peter's Pantry $5,000 Manitowoc, WI, US General Operating Expense 2022
Manitowoc Youth Baseball Association $10,000 Manitowoc, WI, US General Operating Expense 2022
Manitowoc Police Dept K9 Unit $3,000 Manitowoc, WI, US General Operating Expense 2022
Woodland Dunes Nature Center Inc $10,000 Two Rivers, WI, US General Operating Expense 2022
The Haven Of Manitowoc County Inc $12,000 Manitowoc, WI, US General Operating Expense 2022
Treehouse Theater $10,000 Manitowoc, WI, US General Operating Expense 2022
Friends Of The Branch River $1,000 Reedsville, WI, US Charitable 2018
Manitowoc Family Aquatic Center $25,000 Manitowoc, WI, US Charitable 2018
Manitowoc County Historical Society $2,500 Manitowoc, WI, US Charitable 2018
Painting Pathways $10,000 Manitowoc, WI, US General Use 2018
Hope House Of Manitowoc County $5,000 Manitowoc, WI, US Charitable 2018
Salvation Army $2,500 Manitowoc, WI, US Charitable 2018
Lutheran Social Services $1,000 Manitowoc, WI, US Charitable 2018
Holiday House Of Manitowoc County $10,000 Manitowoc, WI, US Charitable 2018
Wisconsin Maritime Museum $2,500 Manitowoc, WI, US Charitable 2018
Big Brothers Big Sisters $2,500 Manitowoc, WI, US Charitable 2018
Lakeshore Cap $5,000 Manitowoc, WI, US Charitable 2018
Lakeshore Technical College $2,500 Manitowoc, WI, US Charitable 2018
Marco Services Inc $2,500 Manitowoc, WI, US Charitable 2018
Domestic Violence Center $10,000 Manitowoc, WI, US Charitable 2018
Make-a Wish $1,000 Appleton, WI, US Charitable 2018
Capitol Civic Centre Inc $5,000 Manitowoc, WI, US General Charitable 2018
Peter's Pantry $7,500 Manitowoc, WI, US General Charitable 2018
Manitowoc Youth Baseball Association $10,000 Manitowoc, WI, US General Charitable 2018
Southfield Townhouses $2,500 Manitowoc, WI, US General Use 2018
St Mary St Michaels School $2,500 Reedsville, WI, US Charitable 2018
City Of Manitowoc $5,000 Manitowoc, WI, US Canine Unit 2018
Woodland Dunes Nature Center $2,500 Two Rivers, WI, US Charitable 2018
The Haven Of Manitowoc County Inc $7,500 Manitowoc, WI, US General Use 2018
Treehouse Theater $2,500 Manitowoc, WI, US General Use 2018
Manitowoc County Historical Society $2,500 Manitowoc, WI, US Charitable 2017
Painting Pathways $10,000 Manitowoc, WI, US General Use 2017
Hope House Of Manitowoc County $7,500 Manitowoc, WI, US Charitable 2017
Salvation Army $2,500 Manitowoc, WI, US Charitable 2017
Lutheran Social Services $1,000 Manitowoc, WI, US Charitable 2017
Holiday House Of Manitowoc County $10,000 Manitowoc, WI, US Charitable 2017
Rawhide Boys Ranch $1,000 New London, WI, US Charitable 2017
Wisconsin Maritime Museum $2,500 Manitowoc, WI, US Charitable 2017
Special Olympics Wisconsin $2,000 Green Bay, WI, US General Fund 2017
Big Brothers Big Sisters $2,000 Manitowoc, WI, US Charitable 2017
Lakeshore Cap $5,000 Manitowoc, WI, US Charitable 2017
Marco Services Inc $3,000 Manitowoc, WI, US Charitable 2017
Domestic Violence Center $8,500 Manitowoc, WI, US Charitable 2017
Capitol Civic Centre Inc $5,000 Manitowoc, WI, US General Charitable 2017
Peter's Pantry $7,500 Manitowoc, WI, US General Charitable 2017
Manitowoc Youth Baseball Association $10,000 Manitowoc, WI, US General Charitable 2017
Southfield Townhouses $5,000 Manitowoc, WI, US General Use 2017
City Of Manitowoc $5,000 Manitowoc, WI, US Canine Unit 2017
Masquers Inc $1,000 Manitowoc, WI, US Charitable 2017
Woodland Dunes Nature Center $2,500 Two Rivers, WI, US Charitable 2017
The Haven Of Manitowoc County Inc $5,000 Manitowoc, WI, US General Use 2017
Treehouse Theater $2,500 Manitowoc, WI, US General Use 2017
Manitowoc Youth Baseball Association $15,000 Manitowoc, WI, US General Charitable 2016
Manitowoc County Historical Society $2,500 Manitowoc, WI, US Charitable 2016
Rogers Street Fishing Village $2,000 Two Rivers, WI, US Charitable 2016
Painting Pathways $5,000 Manitowoc, WI, US General Use 2016
Hope House Of Manitowoc County $6,000 Manitowoc, WI, US Charitable 2016
Peter's Pantry $5,000 Manitowoc, WI, US General Purpose 2016
St Francis Of Assisi Catholic Church $2,500 Manitowoc, WI, US General Charitable 2016
Holiday House Of Manitowoc County $10,000 Manitowoc, WI, US Charitable 2016
Lakeshore Technical College $10,000 Cleveland, WI, US General Funds 2016
Lakeshore Cap $10,000 Manitowoc, WI, US Charitable 2016
Marco Services Inc $3,000 Manitowoc, WI, US Charitable 2016
Domestic Violence Center $7,500 Manitowoc, WI, US Charitable 2016
Capitol Civic Centre Inc $7,500 Manitowoc, WI, US General Charitable 2016
Peter's Pantry $5,000 Manitowoc, WI, US General Charitable 2016
The Haven Of Manitowoc County Inc $5,000 Manitowoc, WI, US General Use 2016

Foundations Similar to Harold C Kallies Charitable Trust

Discover 5 foundations with comparable assets ($2,834,370-$2,899,528), similar grant patterns, and geographic focus in WI that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 87-2156374 | 77 grants awarded
$2,844,228
(≈ Similar)
$5,000
median grant
Appleton, WI
Same state
100%
Excellent match

EIN: 27-2440735 | 53 grants awarded
$2,841,230
(≈ Similar)
$10,000
median grant
Milwaukee, WI
Same state
100%
Excellent match

EIN: 39-1774076 | 22 grants awarded
$2,834,370
(≈ Similar)
$7,920
median grant
Fairchild, WI
Same state
100%
Excellent match

EIN: 84-1942441 | 41 grants awarded
$2,893,775
(≈ Similar)
$10,000
median grant
Onalaska, WI
Same state
99%
Excellent match

EIN: 41-6470775 | 60 grants awarded
$2,899,528
(≈ Similar)
$10,000
median grant
Milwaukee, WI
Same state
99%
Excellent match

Contact Information

Official contact details for Harold C Kallies Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 39-6548517
Website N/A
Address PO BOX 649 Neenah, WI 54957-0649

Key People (4)

Board members, trustees, and key staff who oversee Harold C Kallies Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Co-trustee Legacy Private Trust Company
Co-trustee John M Jagemann
Alloc-committee Robert Pietroske
Alloc Committee Thomas J Bare

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Harold C Kallies Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.