Charles B Mathis Mem Tr
Charles B Mathis Mem Tr is a private foundation based in Saint Louis, Missouri. It made 26 grants totaling $70,274 in 2025, with listed awards supporting scholarships and general operating needs.
Charles B Mathis Mem Tr at a glance
In short: Charles B Mathis Mem Tr gave $70K across 26 grants in 2025 (avg $3K), mostly in New Jersey. 62% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $70,274
- -0.0% vs 2024
- Grants made (2025)
- 26
- -10.3% vs 2024
- Average grant
- $2,703
- +11.5% vs 2024
- Median grant
- $1,923
- Total assets
- $1,499,866
- -0.4% vs 2024
- New grantees (estimate)
- 62% first-time grantees (13 of 21, 2025; small sample)
- Primary geography
- New Jersey (81% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Charles B Mathis Mem Tr
- How to Apply
-
The filing directs applicants to contact the Center for Scholarship Admin and refers to online forms, materials, and award restrictions. The foundation states that it does not restrict giving to preselected organizations.
- Review Cycle
- April 15, as listed on the filing; no year is specified.
- Deadline
- April 15, as listed on the filing; no year is specified.
- Contact
Application contact: Center For Scholarship Admin
Mailing address: 4320 G Wade Hampton Blvd, Taylors, SC 29687
Phone: (864) 268-3363
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Charles B Mathis Mem Tr
Who Charles B Mathis Mem Tr funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Legacy Treatment Services Inc ($5K). Together the top 10 received $41K.
Organizations only. It also paid 3 individual scholarships ($10,423), which are not listed by name.
Grant Size Distribution
141 grants across all recorded years
The most common grant size was under $50K: 141 grants of 141 (100%).
Geographic Focus
Where this funder awards grants
In 2025, New Jersey received 81% of grant dollars. Virginia and an individual recipient each received 5%, while South Carolina and Massachusetts each received 3%.
Grant Distribution by State
Share of 2025 grant dollars across all 26 itemized grants.
States
Cities
Is Charles B Mathis Mem Tr open to new grantees?
62%
first-time grantees, 2025
In 2025, 13 of 21 grantees (62%) were first-time recipients. With only 21 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $2K; repeat grants $3K. How we count
Medians: $2K first-time, $4K repeat.
- 33% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+3%). Method
- In 2025 it paid out 86% 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 (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $65K (2019) to $80K (2023). In 2025 it made 26 grants totaling $70K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Legacy Treatment Services Inc Hainesport, NJ | Scholarship | $5,000 |
| Big Brothers Big Sisters of Coastal Asbury Park, NJ | Scholarship | $5,000 |
| Alzheimers New Jersey Inc Roseland, NJ | General Operating | $5,000 |
| Family Promise of the Jersey Shore West Creek, NJ | General Operating | $5,000 |
| 3 individual scholarships Recipients not named | — | $10,423 |
| Literacy New Jersey Inc Edison, NJ | Scholarship | $5,000 |
| A Need We Feed Inc Jackson, NJ | General Operating | $5,000 |
| Contact of Ocean and Monmouth Counties Toms River, NJ | General Operating | $3,500 |
| University of South Carolina Columbia, SC | Scholarship | $1,923 |
| Ocean County College Toms River, NJ | Scholarship | $1,923 |
Ready to take the next step with Charles B Mathis Mem Tr?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,499,866 | $89,596 | $103,586 | $70,274 | 26 | $81,609 | $68,555 | $94,981 |
| 2024 | $1,505,847 | $70,999 | $101,358 | $70,275 | 29 | $81,872 | $49,422 | $84,681 |
| 2023 | $1,534,409 | $49,234 | $109,929 | $80,275 | 31 | $91,738 | $31,300 | $79,760 |
| 2022 | $1,593,770 | $67,825 | $99,192 | $68,500 | 29 | $79,052 | $49,584 | $95,053 |
| 2021 | $1,614,301 | $146,188 | $101,668 | $70,004 | 26 | $81,427 | $125,240 | $93,780 |
| 2020 | $1,568,030 | $115,130 | $102,407 | $70,000 | 25 | — | $97,994 | $81,209 |
| 2019 | $1,555,225 | $182,515 | $93,100 | $65,161 | 20 | — | $165,896 | $78,576 |
Under IRS private-foundation payout rules, Charles B Mathis Mem Tr reported a distributable amount of $95K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No mission statement is provided. The 2025 filing lists grants for scholarships and general operating support. Grantees describe work including literacy education, services for people affected by Alzheimer’s disease, support for homeless families and young adults, behavioral health services, crisis intervention, and meal delivery.
Grantmaking
In 2025, the trust made 26 grants totaling $70,274. Awards ranged from $10 to $5,000, with a median grant of $1,923.
Among the largest listed grants were $5,000 each to Legacy Treatment Services, Big Brothers Big Sisters of Coastal, Alzheimer’s New Jersey, Family Promise of the Jersey Shore, an individual recipient, Literacy New Jersey, and A Need We Feed. Other listed awards included $3,500 to an individual recipient and Contact of Ocean and Monmouth Counties, and $1,923 each to the University of South Carolina, Ocean County College, and Stockton University.
The grantees describe their work in their own terms. For example, Literacy New Jersey says it trains volunteer tutors and supports literacy programs so adults can read, write, and communicate effectively. Family Promise of the Jersey Shore says it helps homeless families seek permanent employment and affordable housing.
Leadership & Key People
Leadership team and compensation from IRS filings
Wells Fargo Bank N.A. is listed as trustee on the 2025 filing.
Charles B Mathis Mem Tr's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2019
1 hr/week
$21K (2019) → $28K (2025)
Data from IRS Form 990 filings, 2019–2025. "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
The highest reported compensation on the 2025 filing was $28K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Charles B Mathis Mem Tr
How much does Charles B Mathis Mem Tr give each year?
Charles B Mathis Mem Tr gave $70K across 26 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $70K across 29 grants.
What is Charles B Mathis Mem Tr's typical grant size?
Charles B Mathis Mem Tr's median grant in 2025 was $1,923, and its average grant was $2,703, across 26 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Charles B Mathis Mem Tr that year got $2K on average.
Where does Charles B Mathis Mem Tr give grants?
Charles B Mathis Mem Tr gives mostly in New Jersey: 81% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Virginia (5%) and New York (5%). The most frequent recipient cities were Toms River, NJ (3 grants) and New Brunswick, NJ (2 grants).
Does Charles B Mathis Mem Tr give general operating support?
Yes: 23% of Charles B Mathis Mem Tr's 2025 grants with a stated purpose (6 of 26) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Scholarship" (20 grants).
Who are Charles B Mathis Mem Tr's largest grantees?
Charles B Mathis Mem Tr's largest 2025 grantees include Legacy Treatment Services Inc ($5,000), Big Brothers Big Sisters of Coastal ($5,000) and Alzheimers New Jersey Inc ($5,000), according to its 2025 IRS Form 990-PF. It also paid 3 individual scholarships ($10,423), which are not listed by name. Together they received 21% of its itemized 2025 grant dollars.
How large is Charles B Mathis Mem Tr?
Charles B Mathis Mem Tr reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $82K in qualifying distributions that year, against a required minimum of $95K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Charles B Mathis Mem Tr fund?
No mission statement is provided. The 2025 filing lists grants for scholarships and general operating support. See mission & focus areas ↑
How do I apply for a grant from Charles B Mathis Mem Tr?
The filing directs applicants to contact the Center for Scholarship Admin and refers to online forms, materials, and award restrictions. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Charles B Mathis Mem Tr's EIN?
Charles B Mathis Mem Tr's EIN (Employer Identification Number) is 23-2733573. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 3, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
Explore Open Grants
Browse active grant opportunities in Charles B Mathis Mem Tr's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Charles B Mathis Mem Tr funder profile. GrantGraph. Retrieved October 11, 2026, from https://grantable.co/funders/charles-b-mathis-mem-tr-morg_12d64a80126d4b2e85f315f2ba8ea5f3
BibTeX
@misc{grantable_232733573_2026,
author = {{Grantable}},
title = {{Charles B Mathis Mem Tr funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/charles-b-mathis-mem-tr-morg_12d64a80126d4b2e85f315f2ba8ea5f3},
note = {Accessed 2026-10-11. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Charles B Mathis Mem Tr's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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