Charlotte Richardt Charitable Tr XXX-XX-XXXX
Charlotte Richardt Charitable Tr XXX-XX-XXXX is a private foundation, based in Evansville, IN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $428K in total assets. In 2025, it awarded 2 grants totaling $20K. Net investment income was $24K.
Charlotte Richardt Charitable Tr XXX-XX-XXXX at a glance
In short: Charlotte Richardt Charitable Tr XXX-XX-XXXX gave $20K across 2 grants in 2025 (avg $10K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $20,000
- +0.0% vs 2024
- Grants made (2025)
- 2
- -33.3% vs 2024
- Average grant
- $10,000
- +50.0% vs 2024
- Median grant
- $10,000
- Total assets
- $428,259
- -0.9% vs 2024
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Charlotte Richardt Charitable Tr XXX-XX-XXXX funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was University of Southern Indiana ($10K). Together the top 2 received $20K.
Grant Size Distribution
14 grants across all recorded years
The most common grant size was under $50K: 14 grants of 14 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Charlotte Richardt Charitable Tr XXX-XX-XXXX gives
- Giving fell 20% from 2022 to 2025. Method
- In 2025 it paid out 103% 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 2020 to 2025, annual grant giving ranged from $20K (2023) to $25K (2022). In 2025 it made 2 grants totaling $20K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Southern Indiana Evansville, IN | Scholarships | $10,000 |
| Purdue University West Lafayette, IN | Scholarships | $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 | $428,259 | $25,418 | $28,930 | $20,000 | 2 | $26,651 | $23,638 | $25,757 |
| 2024 | $432,066 | $32,589 | $29,029 | $20,000 | 3 | $26,182 | $30,656 | $24,220 |
| 2023 | $428,515 | $48,358 | $26,718 | $20,000 | 3 | $25,623 | $46,978 | $21,434 |
| 2022 | $406,923 | $17,962 | $32,895 | $25,000 | 3 | $30,838 | $16,869 | $22,369 |
| 2021 | $421,859 | $55,490 | $32,718 | $25,000 | 3 | $31,131 | $54,353 | $25,528 |
| 2020 | $399,089 | $35,993 | $31,582 | $25,000 | 3 | — | $35,064 | $22,186 |
Under IRS private-foundation payout rules, Charlotte Richardt Charitable Tr XXX-XX-XXXX reported a distributable amount of $26K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Charlotte Richardt Charitable Tr XXX-XX-XXXX's only listed officer is OLD National Wealth Management, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
OLD National Wealth Management
Trustee
On filings since 2020
1 hr/week
$5K (2020) → $7K (2025)
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $7K, to Old National Wealth Management (Trustee).
Frequently asked questions about Charlotte Richardt Charitable Tr XXX-XX-XXXX
How much does Charlotte Richardt Charitable Tr XXX-XX-XXXX give each year?
Charlotte Richardt Charitable Tr XXX-XX-XXXX gave $20K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $20K across 3 grants.
How large is Charlotte Richardt Charitable Tr XXX-XX-XXXX?
Charlotte Richardt Charitable Tr XXX-XX-XXXX reported $428K in total assets on its 2025 IRS Form 990-PF. It paid out $27K in qualifying distributions that year, against a required minimum of $26K (roughly 5% of its investment assets).
Where does Charlotte Richardt Charitable Tr XXX-XX-XXXX operate?
Charlotte Richardt Charitable Tr XXX-XX-XXXX has awarded grants in Indiana.
What is Charlotte Richardt Charitable Tr XXX-XX-XXXX's EIN?
Charlotte Richardt Charitable Tr XXX-XX-XXXX's EIN (Employer Identification Number) is 61-6233945. 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 April 30, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 29, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 24, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 24, 2026)
Live grants for the work Charlotte Richardt Charitable Tr XXX-XX-XXXX 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 Charlotte Richardt Charitable Tr XXX-XX-XXXX's focus areas in our free grants database
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