Charles Family Foundation
Charles Family Foundation is a private foundation, based in Clearwater, KS. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $483K in total assets. Net investment income was $10K.
Charles Family Foundation at a glance
- Total assets
- $483,158
- +2.6% vs 2024
- Revenue (2025)
- $14,305
- -7.5% vs 2024
- Net investment income (2025)
- $10,145
- -12.1% vs 2024
- Expenses (2025)
- $2,160
- -96.8% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Charles Family Foundation funds
How this funder distributes its grants
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 9 grants of 10 (90%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
How Charles Family Foundation gives
- Giving grew 1200% from 2021 to 2024. Method
- In 2024 it paid out 268% of its IRS minimum distribution (the 5% rule). 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 2024, annual grant giving ranged from $5K (2021) to $93K (2023). In 2024 it made 4 grants totaling $65K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First Baptist Church Cleawater, KS | Unrestricted | $25,000 |
| First Baptist Church Cleawater, KS | Unrestricted | $20,000 |
| The Cleawater Community Foundation Inc Cleawater, KS | Unrestrictedunrestricted | $10,000 |
| The Cleawater Community Foundation Inc Cleawater, KS | Unrestricted | $10,000 |
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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 | $483,158 | $14,305 | $2,160 | — | — | — | $10,145 | $23,365 |
| 2024 | $471,013 | $15,465 | $67,019 | $65,000 | 4 | $65,000 | $11,546 | $24,220 |
| 2023 | $522,567 | $14,667 | $97,349 | $93,000 | 4 | $93,000 | $8,518 | $28,480 |
| 2022 | $605,249 | $7,458 | $23,870 | $20,000 | 1 | $20,000 | — | $30,631 |
| 2021 | $621,661 | $3,496 | $6,835 | $5,000 | 1 | $5,000 | — | $30,814 |
| 2020 | $625,000 | $625,000 | — | — | — | — | — | $1,855 |
Under IRS private-foundation payout rules, Charles Family Foundation reported a distributable amount of $23K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Charles Family Foundation is led by James B. Charles, President & Director on every filing since 2020; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
James B. Charles
President & Director
On filings since 2020
0.5 hrs/week
No compensation reported
Bonnie E. Charles Smothers
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Deborah K. Charles
Secretary & Treasurer
On filings since 2020
0.5 hrs/week
No compensation reported
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.
Frequently asked questions about Charles Family Foundation
How large is Charles Family Foundation?
Charles Family Foundation reported $483K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $14K.
Where does Charles Family Foundation operate?
Charles Family Foundation has awarded grants in Kansas, Missouri.
How much is Charles Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Charles Family Foundation reported a distributable amount of $23K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Charles Family Foundation's EIN?
Charles Family Foundation's EIN (Employer Identification Number) is 85-4241846. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 4, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
Live grants for the work Charles Family Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Charles Family Foundation's focus areas in our free grants database
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Figures come from Charles Family Foundation'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.
Charles Family Foundation down — hundreds of funders to go?