Charlton Donald L Educational Trust
Charlton Donald L Educational Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SOUTH BEND, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 27 grants totaling $56K. Net investment income was $82K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.0M
+1.7% YoY
Annual Giving
$56K
-14.5% YoY
Grant Count
27
-27.0% YoY
Avg Grant Size
$2K
+17.1% YoY
Under IRS private-foundation payout rules, Charlton Donald L Educational Trust reported a distributable amount of $72K for 2024 — the minimum it must pay out in qualifying distributions.
About Charlton Donald L Educational Trust
Based on IRS filings
Charlton Donald L Educational Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SOUTH BEND, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 27 grants totaling $56K. Net investment income was $82K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,047,202 | $1,029,276 | $1,025,780 |
| Revenue | $92,583 | $83,739 | $82,608 |
| Expenses | $74,263 | $80,082 | $90,456 |
| Qualifying Distributions | $55,874 | $65,374 | $72,495 |
| Net Investment Income | $82,174 | $79,033 | $78,067 |
| Distributable Amount | $72,112 | $65,307 | $69,402 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
151 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Emma Jackson ($3,000), Windsor Bonner ($3,000), Norah Miller ($3,000).
| Recipient | Purpose | Amount |
|---|---|---|
| RYLEE FIRESTONE LEESBURG, IN | SCHOLARSHIP | $2,000 |
| Emma Jackson Milford, IN | SCHOLARSHIP | $3,000 |
| GRANT BROOKS MILFORD, IN | SCHOLARSHIP | $1,000 |
| Windsor Bonner Leesburg, IN | SCHOLARSHIP | $3,000 |
| Ava Rush Warsaw, IN | SCHOLARSHIP | $2,500 |
| NORAH MILLER LEESBURG, IN | SCHOLARSHIP | $3,000 |
| JACKSON STOVER LEESBURG, IN | SCHOLARSHIP | $2,500 |
| EMILY HAINES MILFORD, IN | SCHOLARSHIP | $2,500 |
| Nathan Harper Warsaw, IN | SCHOLARSHIP | $1,000 |
| CADE BEER MILFORD, IN | SCHOLARSHIP | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| 1ST SOURCE BANK | TRUSTEE | 1 | $13,851 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Charlton Donald L Educational Trust?
Charlton Donald L Educational Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SOUTH BEND, IN. It holds $1.0M in total assets as of 2024.
How large is Charlton Donald L Educational Trust?
As of 2024, Charlton Donald L Educational Trust holds $1.0M in total assets with $93K in annual revenue. It awarded 27 grants totaling $56K in 2024.
Where does Charlton Donald L Educational Trust operate?
Charlton Donald L Educational Trust has awarded grants in Indiana.
What size grants does Charlton Donald L Educational Trust award?
In 2024, Charlton Donald L Educational Trust awarded 27 grants totaling $56K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Charlton Donald L Educational Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Charlton Donald L Educational Trust reported a distributable amount of $72K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Charlton Donald L Educational Trust's EIN?
Charlton Donald L Educational Trust's EIN (Employer Identification Number) is 35-6759995. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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