Charles Foundation Charitable Tr
Charles Foundation Charitable Tr is a private foundation based in Dallas, Texas. Its 2024 filing states that its sole charitable activity is making contributions and grants to qualified charitable organizations, with no direct charitable activities.
Charles Foundation Charitable Tr at a glance
In short: Charles Foundation Charitable Tr gave $500K across 17 grants in 2025 (avg $29K), mostly in Missouri. 41% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $500,000
- +11.1% vs 2024
- Grants made (2025)
- 17
- +13.3% vs 2024
- Average grant
- $29,412
- -2.0% vs 2024
- Median grant
- $5,000
- Total assets
- $7,596,010
- +5.7% vs 2024
- New grantees (estimate)
- 41% first-time grantees (7 of 17, 2025; small sample)
- Primary geography
- Missouri (93% 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 Foundation Charitable Tr
- How to Apply
-
The 2024 filing states that applications may be made by letter. It lists no award restrictions.
- Review Cycle
- None listed on the filing.
- Deadline
- None listed on the filing.
- Contact
Application contact: Maria I Botelho
Mailing address: 100 Westminister St, Providence, RI 02903
Phone: (401) 278-6039
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Charles Foundation Charitable Tr funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Society of the Sacred Heart- Duchesne ($385K). Together the top 10 received $485K.
Grant Size Distribution
74 grants across all recorded years
The most common grant size was under $50K: 59 grants of 74 (80%).
Geographic Focus
Where this funder awards grants
In 2025, 93% of grant dollars went to recipients in Missouri. The remaining reported shares were Texas (2%), California (2%), Maryland (1%), and Washington, DC (1%).
Grant Distribution by State
Share of 2025 grant dollars across all 17 itemized grants.
States
Cities
Is Charles Foundation Charitable Tr open to new grantees?
41%
first-time grantees, 2025
In 2025, 7 of 17 grantees (41%) were first-time recipients. With only 17 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $6K; repeat grants $46K. How we count
Medians: $5K first-time, $3K repeat.
- 59% of 2025 grantees were also funded in 2024. Method
- Giving grew 100% from 2022 to 2025. Method
- In 2025 it paid out 95% 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 $250K (2022) to $500K (2025). In 2025 it made 17 grants totaling $500K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Society of the Sacred Heart- Duchesne St. Louis, MO | The Philippine Society of | $385,000 |
| Society of the Sacred Heart Grand Coteau St. Louis, MO | Grand Coteau Scholarships | $50,000 |
| Angela House Houston, TX | Unrestricted General | $10,000 |
| St Cecila School and Academy St. Louis, MO | Unrestricted General | $10,000 |
| MCE Social Capital San Francisco, CA | Unrestricted General | $5,000 |
| Bethlehem University Foundation Beltsville, MD | Unrestricted General | $5,000 |
| Intern'l Institute of Metro St Louis St. Louis, MO | Unrestricted General | $5,000 |
| Society of St Vincent De Paul of STL St. Louis, MO | Unrestricted General | $5,000 |
| United Way of Greater St Louis St. Louis, MO | Unrestricted General | $5,000 |
| Operation Food Search Inc St. Louis, MO | Unrestricted General | $5,000 |
Ready to take the next step with Charles Foundation Charitable 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 | $7,596,010 | $1,001,025 | $587,921 | $500,000 | 17 | $532,229 | $952,606 | $561,134 |
| 2024 | $7,185,128 | $579,587 | $536,712 | $450,000 | 15 | $482,596 | $532,876 | $537,257 |
| 2023 | $7,140,841 | $579,043 | $515,063 | $445,000 | 14 | $472,332 | $537,800 | $477,876 |
| 2022 | $7,079,071 | $525,882 | $334,925 | $250,000 | 14 | $277,247 | $485,011 | $473,976 |
| 2021 | $6,889,535 | $891,603 | $488,738 | $417,000 | 14 | $445,695 | $846,531 | $529,363 |
| 2020 | $6,487,413 | $521,468 | $477,810 | $389,000 | 12 | — | $483,791 | $429,382 |
| 2019 | $6,446,762 | $812,751 | $367,254 | $307,000 | 14 | — | $773,024 | $381,878 |
Under IRS private-foundation payout rules, Charles Foundation Charitable Tr reported a distributable amount of $561K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation does not state a mission in the available information. Its grants show support for a range of charitable organizations. For example, MCE Social Capital describes its mission as generating economic opportunities for women and families in underserved communities throughout the developing world. Operation Food Search says it works to heal hunger through solutions providing food today and helping create a hunger-free tomorrow. Welcome Neighbor STL describes itself as supporting immigrants and refugees as they begin new lives in St. Louis.
Grantmaking
In 2025, the foundation made 17 grants totaling $500,000. Grant amounts ranged from $2,000 to $385,000, with a median of $5,000.
The largest reported grants were $385,000 to Society of the Sacred Heart-Duchesne, with the purpose listed as “Philippine Society of the”; $50,000 to Society of the Sacred Heart Grand Coteau for “Grand Coteau Scholarships”; and $10,000 each to Angela House and St. Cecila School and Academy. Other listed grants include $5,000 each to MCE Social Capital, United Way of Greater St. Louis, and Operation Food Search. The latter two describe their work as building strong and equitable communities and addressing hunger, respectively.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Bank of America, C Osiek, and S Hammond as trustees.
Charles Foundation Charitable Tr's 2025 filing lists 3 officers; 1 of 3 officers listed in 2025 is compensated.
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$70K (2021) → $79K (2025)
C. Osiek
Trustee
On filings since 2019
No compensation reported
S. Hammond
Trustee
On filings since 2019
No compensation reported
Former officers (1)
- Former: Bank Of America N A (2019–2020) — Trustee
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 $79K, to Bank of America (Trustee).
Frequently asked questions about Charles Foundation Charitable Tr
How much does Charles Foundation Charitable Tr give each year?
Charles Foundation Charitable Tr gave $500K across 17 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $450K across 15 grants.
What is Charles Foundation Charitable Tr's typical grant size?
Charles Foundation Charitable Tr's median grant in 2025 was $5,000, and its average grant was $29,412, across 17 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Charles Foundation Charitable Tr that year got $6K on average.
Where does Charles Foundation Charitable Tr give grants?
Charles Foundation Charitable Tr gives mostly in Missouri: 93% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were St. Louis, MO (8 grants) and Washington, DC (2 grants).
Does Charles Foundation Charitable Tr give general operating support?
Yes: 88% of Charles Foundation Charitable Tr's 2025 grants with a stated purpose (15 of 17) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Charles Foundation Charitable Tr's largest grantees?
Charles Foundation Charitable Tr's largest 2025 grantees include Society of the Sacred Heart- Duchesne ($385,000), Society of the Sacred Heart Grand Coteau ($50,000) and Angela House ($10,000), according to its 2025 IRS Form 990-PF. Together they received 89% of its itemized 2025 grant dollars.
How large is Charles Foundation Charitable Tr?
Charles Foundation Charitable Tr reported $7.6M in total assets on its 2025 IRS Form 990-PF. It paid out $532K in qualifying distributions that year, against a required minimum of $561K (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 Foundation Charitable Tr fund?
The foundation does not state a mission in the available information. Its grants show support for a range of charitable organizations. See mission & focus areas ↑
How do I apply for a grant from Charles Foundation Charitable Tr?
The 2024 filing states that applications may be made by letter. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Charles Foundation Charitable Tr's EIN?
Charles Foundation Charitable Tr's EIN (Employer Identification Number) is 43-6801942. 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 September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 23, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
Explore Open Grants
Browse active grant opportunities in Charles Foundation Charitable Tr's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Charles Foundation Charitable Tr funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/charles-foundation-charitable-tr-morg_71c6605c444d4bbcb3707e38e77d6d5f
BibTeX
@misc{grantable_436801942_2026,
author = {{Grantable}},
title = {{Charles Foundation Charitable Tr funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/charles-foundation-charitable-tr-morg_71c6605c444d4bbcb3707e38e77d6d5f},
note = {Accessed 2026-10-14. 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 Foundation Charitable 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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