Charles E Saak Trust

SAINT LOUIS, MO EIN: 94-6076213

Charles E Saak Trust is a private foundation focused on Education, based in SAINT LOUIS, MO. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 16 grants totaling $70K. Net investment income was $46K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.3M

-1.9% YoY

Annual Giving

$70K

-10.3% YoY

Grant Count

16

+1500.0% YoY

Avg Grant Size

$4K

-94.4% YoY

Under IRS private-foundation payout rules, Charles E Saak Trust reported a distributable amount of $90K for 2025 — the minimum it must pay out in qualifying distributions.

About Charles E Saak Trust

Based on IRS filings

Charles E Saak Trust is a private foundation focused on Education, based in SAINT LOUIS, MO. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 16 grants totaling $70K. Net investment income was $46K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

BakersfieldBerkeleyCarsonChicoClaremontDavisFort CollinsFresnoFullertonIrvineLas VegasLoas AngelesLong BeachLos AngelesMercedPortervilleSan Luis ObispoSanta BarbaraSanta CruzSanta Maria

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$54K$108K$161K$215K20212022202320242025
Metric202520242023
Total Assets$1,307,038$1,332,002$1,375,431
Revenue$64,230$65,460$-10,681
Expenses$102,415$108,866$110,569
Qualifying Distributions$83,510$91,805$90,413
Net Investment Income$46,258$46,693$26,313
Distributable Amount$89,771$71,727$79,607

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$39K$59K$78K31 grants202118 grants202213 grants20231 grants202416 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

UNIV OF CALIFORNIA LOS A…$6KCALIFORNIA POLYTECHNIC S…$6KCLAREMONT MCKENNA COLLEG…$6KUNIV OF CALIFORNIA LOS A…$6KUNIV OF CALIFORNIA LOS A…$6KSTANFORD UNIV FBO GISELL…$4KCALIFORNIA STATE UNIV FU…$4KBAYLOR UNIV FBO BRENNA G…$4KCALIFORNIA STATE UNIV FU…$4KUNIV OF CALIFORNIA LOS A…$4K

Grant Size Distribution

79 grants across all recorded years

78<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Univ of California Los Angeles Fbo ($6,000), California Polytechnic State Univ San ($6,000), Claremont Mckenna College Fbo Anahi ($6,000).

RecipientPurposeAmount
STANFORD UNIV FBO GISELLE ALCANTAR STANFORD, CASCHOLARSHIP$4,000
CALIFORNIA STATE UNIV FULLERTON FBO FULLERTON, CASCHOLARSHIP$4,000
UNIV OF CALIFORNIA LOS ANGELES FBO LOAS ANGELES, CASCHOLARSHIP$6,000
CALIFORNIA POLYTECHNIC STATE UNIV SAN SAN LUIS OBISPO, CASCHOLARSHIP$6,000
UNIV OF CALIFORNIA IRVINE FBO VICTOR IRVINE, CASCHOLARSHIP$3,000
BAYLOR UNIV FBO BRENNA GALLOWAY WACO, TXSCHOLARSHIP$4,000
CALIFORNIA STATE UNIV FRESNO FBO FRESNO, CASCHOLARSHIP$3,000
CALIFORNIA STATE UNIV FULLERTON FBO FULLERTON, CASCHOLARSHIP$4,000
UNIV OF CALIFORNIA LOS ANGELES FBO LOS ANGELES, CASCHOLARSHIP$3,000
UNIV OF CALIFORNIA SANTA CRUZ FBO SANTA CRUZ, CASCHOLARSHIP$3,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

WELLS FARGO BANK N ATRUSTEE$23K

From 2025 filing

NameTitleHoursCompensation
WELLS FARGO BANK N ATRUSTEE1$23,475

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Charles E Saak Trust?

Charles E Saak Trust is a private foundation focused on Education, based in SAINT LOUIS, MO. It holds $1.3M in total assets as of 2025.

How large is Charles E Saak Trust?

As of 2025, Charles E Saak Trust holds $1.3M in total assets with $64K in annual revenue. It awarded 16 grants totaling $70K in 2025.

Where does Charles E Saak Trust operate?

Charles E Saak Trust has awarded grants in California, Colorado, Nevada, Texas.

What size grants does Charles E Saak Trust award?

In 2025, Charles E Saak Trust awarded 16 grants totaling $70K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Charles E Saak Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Charles E Saak Trust reported a distributable amount of $90K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Charles E Saak Trust's EIN?

Charles E Saak Trust's EIN (Employer Identification Number) is 94-6076213. IRS Form 990 filing data is available on this page for 2021–2025.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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