Helen Kelly Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Helen Kelly Trust. Data shown is extracted from Form 990-PF filings.
EIN: 39-6648565
Foundation Overview
Based in Milwaukee, WI, Helen Kelly Trust has awarded 18 grants totaling $348,762 to organizations in Iowa. Individual grants range from $18,000 to $21,378, with a median award of $19,200.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
100% of all grants are concentrated in Iowa, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Iowa, funding concentrates in Cedar Rapids (50%), Vinton (50%).
Funding Trajectory
Stable funding levels with 9% change over 7 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.
Program Areas
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?
Grants & Funding
Analyzing past grantees provides valuable insights into Helen Kelly 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 |
|---|---|---|---|---|
| St Lukes Health Care Foundation | $18,300 | Cedar Rapids, IA, US | General Operating | 2023 |
| Iowa Braille & Sight Saving School | $18,300 | Vinton, IA, US | General Operating | 2023 |
| St Lukes Health Care Foundation | $19,200 | Cedar Rapids, IA, US | General Operating | 2022 |
| Iowa Braille & Sight Saving School | $19,200 | Vinton, IA, US | General Operating | 2022 |
| St Lukes Health Care Foundation | $19,200 | Cedar Rapids, IA, US | General Operating | 2022 |
| Iowa Braille & Sight Saving School | $19,200 | Vinton, IA, US | General Operating | 2022 |
| St Lukes Health Care Foundation | $19,200 | Cedar Rapids, IA, US | General Operating | 2022 |
| Iowa Braille & Sight Saving School | $19,200 | Vinton, IA, US | General Operating | 2022 |
| St Lukes Health Care Foundation | $18,000 | Cedar Rapids, IA, US | General Operating | 2021 |
| Iowa Braille & Sight Saving School | $18,000 | Vinton, IA, US | General Operating | 2021 |
| St Lukes Health Care Foundation | $21,378 | Cedar Rapids, IA, US | General Operating | 2020 |
| Iowa Braille & Sight Saving School | $21,378 | Vinton, IA, US | General Operating | 2020 |
| St Lukes Health Care Foundation | $19,938 | Cedar Rapids, IA, US | General Operating | 2018 |
| Iowa Braille & Sight Saving School | $19,938 | Vinton, IA, US | General Operating | 2018 |
| St Lukes Health Care Foundation | $18,950 | Cedar Rapids, IA, US | General Operating | 2017 |
| Iowa Braille & Sight Saving School | $18,950 | Vinton, IA, US | General Operating | 2017 |
| St Lukes Health Care Foundation | $20,215 | Cedar Rapids, IA, US | General Operating | 2016 |
| Iowa Braille Sight Saving School | $20,215 | Vinton, IA, US | General Operating | 2016 |
Foundations Similar to Helen Kelly Trust
Discover 5 foundations with comparable assets ($813,851-$817,825), 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 |
|---|---|---|---|---|
|
Cincy Pk Bd Tr Ua Fleisch Endmt Fd
EIN: 52-6140558 | 10 grants awarded |
$816,127
(≈ Similar) |
$24,229.5
median grant |
Milwaukee, WI
Same state |
|
|
Preisler Elma Trust For Peace Haven
EIN: 43-6490667 | 13 grants awarded |
$815,988
(≈ Similar) |
$35,168
median grant |
Milwaukee, WI
Same state |
|
|
Marie Paulson Wold Charitable Trust
EIN: 41-6577260 | 42 grants awarded |
$816,932
(≈ Similar) |
$10,403
median grant |
Milwaukee, WI
Same state |
|
|
Georgia S Waring Trust B
EIN: 43-6811091 | 10 grants awarded |
$817,825
(≈ Similar) |
$24,665
median grant |
Milwaukee, WI
Same state |
|
|
Shepherd Charitable Trust
EIN: 42-6462993 | 10 grants awarded |
$813,851
(≈ Similar) |
$38,077
median grant |
Milwaukee, WI
Same state |
|
Related Foundation Resources in WI:
Contact Information
Official contact details for Helen Kelly Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 39-6648565 |
| Website | N/A |
| Address | PO BOX 634 Milwaukee, WI 53201-0634 |
Key People (1)
Board members, trustees, and key staff who oversee Helen Kelly Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Us Bank N A |
|---|
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 Helen Kelly 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
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