Charles B & Vivian Kelly Charitable Trust
Historical FunderMason City, Iowa · EIN 42-6619852 · Private foundation
Half of its grants to organizations were between $721 and $60,244.
How to apply
The foundation filed the following application information (Form 990-PF Part XV, tax year 2025):
| Contact | ANNE FLYNN CLEAR LAKE BANK TRUST |
|---|---|
| Address | 100 EAST STATE STREET, MASON CITY IA 50401 |
| Phone | 6414232457 |
| Form and materials | CONTACT CLEAR LAKE BANK & TRUST, (641)423-2457, FOR APPLICATION. |
| Deadlines | MAY 1 |
| Restrictions | RECIPIENTS MUST HAVE GRADUATED FROM NEWMAN HIGH SCHOOL IN MASON CITY, IA AND BE ATTENDING COLLEGE FULL-TIME. |
Copied as filed. Deadlines on a tax return describe the foundation's usual process; they are not confirmation of a current open cycle.
What it funds
Share of grant lines on the latest return, classified from the purpose each grant states.
Where it gives
12% of grants went outside Iowa.
Grants paid in tax year 2025
| Recipient | Location | Purpose | Amount |
|---|---|---|---|
| Holy Family Catholic Church | Mason City, IA | General donation | $120,488 |
| Easter Seals Society of Iowa | Des Moines, IA | General donation | $60,244 |
| Hospice of North Iowa | Mason City, IA | General donation | $60,244 |
| Habitat for Humanity of Nci | Mason City, IA | General donation | $60,244 |
| Community Kitchen of North Iowa | Mason City, IA | General donation | $60,244 |
| Ryan Armouriowa Lakes Community Co | Estherville, IA | College scholarship | $1,032 |
| Jon Andersonst Johns University | Collegeville, MN | College scholarship | $721 |
| Logan Lursencentral College | Pella, IA | College scholarship | $721 |
The return also lists 5 grants to individuals ($3,603). We do not publish the names of individual recipients.
Giving by year
| Tax year | Grants paid | Grant lines |
|---|---|---|
| 2025 | $367,541 | 13 |
| 2024 | $16,640 | 11 |
| 2023 | $15,801 | 9 |
Sources
- IRS Form 990-PF, tax year 2025, filed Feb 16, 2026 - IRS e-file batch, object ID 202640479349100304
- IRS Tax Exempt Organization Search for EIN 42-6619852
- Profile updated Nov 5, 2026
Facts on this page come from the foundation's own IRS Form 990-PF filings as published by the IRS. Grantvello does not know whether a foundation is accepting proposals right now: a past grant is not an open opportunity. Always confirm current guidelines with the funder before applying.