The Charles E Saak Trust is a private foundation based in Saint Louis, Missouri. Its 2025 filing reports scholarship grants, and its 2024 filing describes eligibility requirements for scholarship applicants from the Porterville/Poplar area of California.
Key facts about Charles E Saak Trust
In short: Charles E Saak Trust gave $70K across 16 grants in 2025 (avg $4K), mostly in California. Source: 2025 IRS Form 990-PF.
- EIN
- 94-6076213
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $70,000
- Grants made (2025)
- 16
- Average grant
- $4,375
- Median grant
- $4,000
- Total assets
- $1,307,038
- Primary geography
- California (94% of itemized 2025 grant dollars)
- How to apply
- The trust’s filing says it does not restrict giving to preselected organizations. Full details ↓
- Deadline
- March.
Data from IRS Form 990-PF, 2025; updated October 2026. 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
$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.
How Charles E Saak Trust gives
- Giving grew 27% from 2022 to 2025. Method
- In 2025 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Grantmaking
In filing year 2025, the trust gave $70,000 through 16 grants. Grants ranged from $3,000 to $6,000, with a median grant of $4,000. The largest listed awards included $6,000 grants for scholarships through UCLA, an individual recipient State University, and Claremont McKenna College. Other listed awards included grants of $4,000 to California State University Fullerton, California State University Bakersfield, and individual recipients.
Review Cycle
March. The filing does not specify a year for this deadline.
How to Apply
The trust’s filing says it does not restrict giving to preselected organizations. It lists Wells Fargo as the contact and requires a scholarship application, an educational confidential statement, a financial statement completed by parents, parents’ most recent tax returns, and the most recent high school and college transcripts. Applicants must be from the Porterville/Poplar, California area, be under age 21 during the academic year for which the scholarship applies, attend full time, and have a cumulative GPA over 2.5.
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Geographic Focus
Where this funder awards grants
The 2025 filing reports that 94% of grant dollars went to California recipients and 6% to Texas recipients. The trust’s 2024 filing specifies that scholarship applicants must be from the Porterville/Poplar, California area.
Grant Distribution by State
Share of 2025 grant dollars across all 16 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $50K (2021) to $78K (2024). In 2025 it made 16 grants totaling $70K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Univ of California Los Angeles FBO ($25K across 5 grants). Together the top 3 received $31K.
Organizations only. It also paid 9 individual scholarships ($39,000), which are not listed by name.
Grant Size Distribution
79 grants across all recorded years
The most common grant size was under $50K: 78 grants of 79 (99%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Univ of California Los Angeles FBO Loas Angeles, CA | Scholarship | $6,000 |
| 9 individual scholarships Recipients not named | — | $39,000 |
| Univ of California Los Angeles FBO Los Angeles, CA | Scholarship | $6,000 |
| Univ of California Los Angeles FBO Los Angeles, CA | Scholarship | $6,000 |
| Univ of California Los Angeles FBO Los Angeles, CA | Scholarship | $4,000 |
| Univ of California Irvine FBO Victor Irvine, CA | Scholarship | $3,000 |
| Univ of California Los Angeles FBO Los Angeles, CA | Scholarship | $3,000 |
| Univ of California Santa Cruz FBO Santa Cruz, CA | Scholarship | $3,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $1,307,038 | $64,230 | $102,415 | $70,000 (16 grants) |
| 2024 | $1,332,002 | $65,460 | $108,866 | $78,000 (1 grant) |
| 2023 | $1,375,431 | -$10,681 | $110,569 | $78,000 (13 grants) |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Leadership team and compensation from IRS filings
Wells Fargo Bank N.A. is listed as trustee on the 2025 filing.
Charles E Saak Trust's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2021
1 hr/week
$23K (2021) → $23K (2025)
Data from IRS Form 990 filings, 2021–2025. "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 $23K, to Wells Fargo Bank N a (Trustee).
Contact
Application contact: Wells Fargo
Mailing address: P O Box 20160, Long Beach, CA 90802
Phone: (888) 730-4933
Frequently asked questions about Charles E Saak Trust
How much does Charles E Saak Trust give each year?
Charles E Saak Trust gave $70K across 16 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $78K across 1 grant.
What is Charles E Saak Trust's typical grant size?
Charles E Saak Trust's median grant in 2025 was $4,000, and its average grant was $4,375, across 16 grants on its 2025 IRS Form 990-PF.
Where does Charles E Saak Trust give grants?
Charles E Saak Trust gives mostly in California: 94% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Texas (6%). The most frequent recipient cities were Los Angeles, CA (4 grants).
Does Charles E Saak Trust give general operating support?
Not in 2025: none of the 16 grants with a stated purpose on Charles E Saak Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (16 grants).
Who are Charles E Saak Trust's largest grantees?
Charles E Saak Trust's largest 2025 grantees include Univ of California Los Angeles FBO ($25,000 across 5 grants), Univ of California Irvine FBO Victor ($3,000) and Univ of California Santa Cruz FBO ($3,000), according to its 2025 IRS Form 990-PF. It also paid 9 individual scholarships ($39,000), which are not listed by name. Together they received 44% of its itemized 2025 grant dollars.
How large is Charles E Saak Trust?
Charles E Saak Trust reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $84K in qualifying distributions that year, against a required minimum of $90K (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.
How do I apply for a grant from Charles E Saak Trust?
The trust’s filing says it does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
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