Charles E Saak Trust
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.
Charles E Saak Trust at a glance
In short: Charles E Saak Trust gave $70K across 16 grants in 2025 (avg $4K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $70,000
- -10.3% vs 2024
- Grants made (2025)
- 16
- +1500.0% vs 2024
- Average grant
- $4,375
- -94.4% vs 2024
- Median grant
- $4,000
- Total assets
- $1,307,038
- -1.9% vs 2024
- Primary geography
- California (94% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Charles E Saak Trust
- 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.
- Review Cycle
- March. The filing does not specify a year for this deadline.
- Deadline
- March.
- Contact
Application contact: Wells Fargo
Mailing address: P O Box 20160, Long Beach, CA 90802
Phone: (888) 730-4933
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Charles E Saak Trust funds
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%).
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
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.
Giving History
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.
Grants by year
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 |
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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 | $1,307,038 | $64,230 | $102,415 | $70,000 | 16 | $83,510 | $46,258 | $89,771 |
| 2024 | $1,332,002 | $65,460 | $108,866 | $78,000 | 1 | $91,805 | $46,693 | $71,727 |
| 2023 | $1,375,431 | $-10,681 | $110,569 | $78,000 | 13 | $90,413 | $26,313 | $79,607 |
| 2022 | $1,491,362 | $195,618 | $90,124 | $55,000 | 18 | $66,637 | $175,345 | $84,347 |
| 2021 | $1,385,436 | $175,762 | $80,065 | $50,000 | 31 | — | $157,901 | $74,486 |
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.
Research compiled by Grantable AI from public sources. Last updated October 2026.
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.
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).
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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Live grants for the work Charles E Saak Trust funds
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