Carroll F V Char Tr-Main

Private foundation · Grantmaker Saint Louis, MO EIN: 35-6495556

CARROLL F V CHAR TR-MAIN is a private foundation located in Saint Louis, Missouri. The Florence V. Carroll Charitable Trust grant-program description says the trust was created to benefit the general public of St. Joseph County, Indiana, and supports charitable purposes including education, health, and public benefit.

Key facts about Carroll F V Char Tr-Main

In short: Carroll F V Char Tr-Main gave $550K across 45 grants in 2025 (avg $12K), mostly in Indiana. 36% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
35-6495556
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$550,000
Grants made (2025)
45
Average grant
$12,222
Median grant
$10,000
New grantees (estimate)
36% first-time grantees (16 of 45, 2025)
Total assets
$9,293,989
Primary geography
Indiana (86% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The 2025 filing says the foundation does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$9.3M

-1.0% YoY

Annual Giving

$550K

+10.0% YoY

Grant Count

45

+45.2% YoY

Avg Grant Size

$12K

-24.2% YoY

Under IRS private-foundation payout rules, Carroll F V Char Tr-Main reported a distributable amount of $599K for 2025 — the minimum it must pay out in qualifying distributions.

Is Carroll F V Char Tr-Main open to new grantees?

36%

first-time grantees, 2025

In 2025, 16 of 45 grantees (36%) were first-time recipients. First grants averaged $9K; repeat grants $14K. How we count

Medians: $10K first-time, $10K repeat.

  • 42% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+9%). Method
  • In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The grant-program description identifies education, health, and public benefit as areas of support. In 2025, grantees included organizations whose own missions address services for children and families, youth development, disability support, Latino/Hispanic community services, and public media. For example, Reins of Life says it works to improve the quality of life for people with disabilities through equine-assisted therapy; La Casa de Amistad says it empowers the Latino/Hispanic community in Michiana through educational, cultural, and advocacy services; and Michiana Public Broadcasting describes its work as inspiring, informing, educating, entertaining, and unifying the communities it serves.

Grantmaking

In filing year 2025, the foundation awarded 45 grants totaling $550,000. Grants ranged from $2,500 to $40,000, with a median of $10,000. The largest awards included $40,000 to Heroes Camp Inc., $37,000 to Dress for Success Michiana Inc., and $25,000 each to Youth Servic Bureau of St Joseph Count I, Boys and Girls Club of the Northern, and Operation Warm Inc. The listed purposes for the largest grants were general operating.

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Geographic Focus

Where this funder awards grants

The grant-program description says the trust was created to benefit the general public of St. Joseph County, Indiana. In 2025, 86% of grant dollars went to recipients in Indiana; other recipient states were Georgia (5%), Pennsylvania (5%), Ohio (2%), and Wisconsin (2%).

Grant Distribution by State

11states

Share of all 45 itemized 2025 grant dollars.

Cities

South BendFort WayneMishawakaNotre DameElkhartGrangerChadds FordGarrettArlingtonAtlantaNew CarlisleAlexandriaBloomingtonColumbusFort CollinsGoshenLa CrosseNew YorkNilesPhiladelphia

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K21 grants202032 grants202130 grants202226 grants202331 grants202445 grants2025

From 2020 to 2025, annual grant giving ranged from $484K (2020) to $550K (2025). In 2025 it made 45 grants totaling $550K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Heroes Camp Inc: $40KHeroes Camp Inc$40KDress for Success Michiana Inc: $37KDress for Success Michiana Inc$37KYouth Servic Bureau of St Joseph Count I: $25KYouth Servic Bureau of StJoseph Count I$25KBoys and Girls Club of the Northern: $25KBoys and Girls Club of theNorthern$25KOperation Warm Inc: $25KOperation Warm Inc$25KOhana Heritage Foundation: $20KOhana Heritage Foundation$20KGirls on the Run Michiana: $20KGirls on the Run Michiana$20KYoung Mens Christian Association of: $20KYoung Mens ChristianAssociation of$20KIvy Tech Community College: $15KIvy Tech Community College$15KNear Northwest Neighborhood: $15KNear Northwest Neighborhood$15K

The largest 2025 recipient was Heroes Camp Inc ($40K). Together the top 10 received $242K.

Grant Size Distribution

164 grants across all recorded years

159<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 159 grants of 164 (97%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Heroes Camp Inc South Bend, INGeneral Operating$40,000
Dress for Success Michiana Inc New Carlisle, INGeneral Operating$37,000
Youth Servic Bureau of St Joseph Count I South Bend, INGeneral Operating$25,000
Boys and Girls Club of the Northern South Bend, INGeneral Operating$25,000
Operation Warm Inc Philadelphia, PAGeneral Operating$25,000
Ohana Heritage Foundation South Bend, INGeneral Operating$20,000
Girls on the Run Michiana Granger, INGeneral Operating$20,000
Young Mens Christian Association of Rome, GAGeneral Operating$20,000
Ivy Tech Community College South Bend, INGeneral Operating$15,000
Near Northwest Neighborhood South Bend, INGeneral Operating$15,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $9,293,989 $592,332 $686,658 $550,000
2024 $9,385,257 $453,611 $631,030 $500,000
2023 $9,549,368 -$228,759 $624,093 $500,000
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$4M202020212022202320242025
Metric202520242023
Total Assets$9,293,989$9,385,257$9,549,368
Revenue$592,332$453,611$-228,759
Expenses$686,658$631,030$624,093
Qualifying Distributions$580,291$529,047$527,519
Net Investment Income$489,981$356,814$270,641
Distributable Amount$598,761$571,603$517,175

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS July 27, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Wells Fargo Bank N A as trustee.

Carroll F V Char Tr-Main's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Wells Fargo Bank N A

    Trustee

    On filings since 2020

    1 hr/week

    $106K (2020) → $114K (2025)

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Wells Fargo Bank N a — Trustee: $114KWells Fargo Bank N aTrustee$114K

The highest reported compensation on the 2025 filing was $114K, to Wells Fargo Bank N a (Trustee).

Contact

Mailing address: PO Box 505 Mac H0006-092, Saint Louis, MO 63166
Phone: (888) 730-4933

Frequently asked questions about Carroll F V Char Tr-Main

How much does Carroll F V Char Tr-Main give each year?

Carroll F V Char Tr-Main gave $550K across 45 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $500K across 31 grants.

What is Carroll F V Char Tr-Main's typical grant size?

Carroll F V Char Tr-Main's median grant in 2025 was $10,000, and its average grant was $12,222, across 45 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Carroll F V Char Tr-Main that year got $9K on average.

Where does Carroll F V Char Tr-Main give grants?

Carroll F V Char Tr-Main gives mostly in Indiana: 86% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Georgia (5%). The most frequent recipient cities were South Bend, IN (28 grants), Granger, IN (3 grants), Fort Wayne, IN (2 grants) and Mishawaka, IN (2 grants).

Does Carroll F V Char Tr-Main give general operating support?

Yes: 100% of Carroll F V Char Tr-Main's 2025 grants with a stated purpose (45 of 45) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Carroll F V Char Tr-Main's largest grantees?

Carroll F V Char Tr-Main's largest 2025 grantees include Heroes Camp Inc ($40,000), Dress for Success Michiana Inc ($37,000) and Youth Servic Bureau of St Joseph Count I ($25,000), according to its 2025 IRS Form 990-PF. Together they received 19% of its itemized 2025 grant dollars.

How large is Carroll F V Char Tr-Main?

Carroll F V Char Tr-Main reported $9.3M in total assets on its 2025 IRS Form 990-PF. It paid out $580K in qualifying distributions that year, against a required minimum of $599K (roughly 5% of its investment assets).

What does Carroll F V Char Tr-Main fund?

The grant-program description identifies education, health, and public benefit as areas of support. In 2025, grantees included organizations whose own missions address services for children and families, youth development, disability support, Latino/Hispanic community services, and public media. See mission & focus areas ↑

How do I apply for a grant from Carroll F V Char Tr-Main?

The 2025 filing says the foundation does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Carroll F V Char Tr-Main's EIN?

Carroll F V Char Tr-Main's EIN (Employer Identification Number) is 35-6495556. IRS Form 990 filing data is available on this page for 2020–2025.

Does Carroll F V Char Tr-Main accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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