Charlton Donald L Educational Trust
Charlton Donald L Educational Trust is a private foundation based in South Bend, Indiana. Its 2025 filing reports grants to individual recipients for scholarships.
Charlton Donald L Educational Trust at a glance
In short: Charlton Donald L Educational Trust gave $80K across 24 grants in 2025 (avg $3K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $79,789
- +42.8% vs 2024
- Grants made (2025)
- 24
- -11.1% vs 2024
- Average grant
- $3,325
- +60.7% vs 2024
- Median grant
- $3,500
- Total assets
- $1,080,520
- +3.2% 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 October 2026.
How to apply to Charlton Donald L Educational Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: PO Box 1602, South Bend, IN 46634
Phone: (574) 235-2952
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Charlton Donald L Educational Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was The Papers Incorporated ($289).
Organizations only. It also paid 23 individual scholarships ($79,500), which are not listed by name.
Grant Size Distribution
149 grants across all recorded years
The most common grant size was under $50K: 149 grants of 149 (100%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for filing year 2025 went to recipients in Indiana.
Grant Distribution by State
Share of 2025 grant dollars across all 24 itemized grants.
States
Cities
How Charlton Donald L Educational Trust gives
- Giving held roughly steady from 2022 to 2025 (+10%). Method
- In 2025 it paid out 101% 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 $56K (2024) to $80K (2025). In 2025 it made 24 grants totaling $80K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 23 individual scholarships Recipients not named | — | $79,500 |
| The Papers Incorporated Milford, IN | PAPERS | $289 |
Ready to take the next step with Charlton Donald L Educational Trust?
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 | $1,080,520 | $129,994 | $96,484 | $79,789 | 24 | $79,789 | $113,713 | $78,661 |
| 2024 | $1,047,202 | $92,583 | $74,263 | $55,874 | 27 | $55,874 | $82,174 | $72,112 |
| 2023 | $1,029,276 | $83,739 | $80,082 | $65,374 | 37 | $65,374 | $79,033 | $65,307 |
| 2022 | $1,025,780 | $82,608 | $90,456 | $72,495 | 30 | $72,495 | $78,067 | $69,402 |
| 2021 | $1,033,335 | $123,121 | $82,212 | $66,000 | 31 | $66,000 | $118,323 | $73,021 |
| 2020 | $992,698 | $26,224 | $81,568 | $66,000 | 26 | — | $21,829 | $68,865 |
Under IRS private-foundation payout rules, Charlton Donald L Educational Trust reported a distributable amount of $79K 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 foundation reported 24 grants totaling $79,789. Grants ranged from $289 to $4,500, with a median of $3,500. The largest reported grants were six $4,500 scholarships to individual recipients, followed by four $4,000 scholarships and two $3,500 scholarships.
Leadership & Key People
Leadership team and compensation from IRS filings
1ST SOURCE BANK is listed as trustee on the 2025 filing.
Charlton Donald L Educational Trust's only listed officer is 1st Source Bank, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
1st Source Bank
Trustee
On filings since 2020
1 hr/week
$12K (2020) → $15K (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 $15K, to 1ST Source Bank (Trustee).
Frequently asked questions about Charlton Donald L Educational Trust
How much does Charlton Donald L Educational Trust give each year?
Charlton Donald L Educational Trust gave $80K across 24 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $56K across 27 grants.
What is Charlton Donald L Educational Trust's typical grant size?
Charlton Donald L Educational Trust's median grant in 2025 was $3,500, and its average grant was $3,325, across 24 grants on its 2025 IRS Form 990-PF.
Where does Charlton Donald L Educational Trust give grants?
Charlton Donald L Educational Trust gives mostly in Indiana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Charlton Donald L Educational Trust give general operating support?
Not in 2025: none of the 24 grants with a stated purpose on Charlton Donald L Educational Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (23 grants).
How large is Charlton Donald L Educational Trust?
Charlton Donald L Educational Trust reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $80K in qualifying distributions that year, against a required minimum of $79K (roughly 5% of its investment assets).
How do I apply for a grant from Charlton Donald L Educational Trust?
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does Charlton Donald L Educational Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
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 22, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 4, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 24, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
Explore Open Grants
Browse active grant opportunities in Charlton Donald L Educational Trust's focus areas in our free grants database
Similar Funders
Similar funders in Indiana
Lilly Endowment Inc
Indianapolis, IN
Lilly Endowment funds community development, education and youth, and religion, with priority given to Indianapolis and Indiana and some national support, especially for religion. Its 2025 grants had a median of $100,000, though awards varied widely; for community development requests, it suggests starting with a brief preliminary letter.
Assets
$105.9B
Grants
2,285
Total Given
$3.9B
National Collegiate Athletic Association
Indianapolis, IN
The NCAA funds college sports, including member conferences and schools, championships, student-athlete programs, coaching and athletics administration, and academic initiatives. Its 2025 grants ranged from $5,000 to $61.9 million, with a median of $16,228; recipients were across the United States, with the largest reported shares in Texas, North Carolina, Illinois, and Alabama. The profile does not state whether the NCAA accepts unsolicited requests.
Assets
$1.1B
Grants
591
Total Given
$627.8M
Central Indiana Community Foundation Inc
Indianapolis, IN
Through its funds and collaborative entities, CICF supports a broad range of charitable work, including equity, food access, childcare, arts, nature, and youth programs, primarily in Central Indiana. Its 2024 grants had a median award of $25,000; some funds offer competitive applications, while others are invitation-only, and CICF itself does not directly award grants.
Assets
$583.5M
Grants
525
Total Given
$31.1M
University of Notre Dame du Lac
Notre Dame, IN
The University of Notre Dame supports student aid, Catholic education and mission, research, academics, athletics, and other university priorities, with grants reported to organizations and institutions in multiple U.S. states. Its 2025 grants ranged from $5,500 to $36.5 million, with a median of $30,480; some specific programs solicit eligible proposals, but no general policy on unsolicited requests is stated.
Assets
$29.6B
Grants
462
Total Given
$84.8M
United Way of Central Indiana Inc
Indianapolis, IN
United Way of Central Indiana funds nonprofits addressing basic needs, early learning, economic mobility, safe and affordable housing, and organizational capacity in Boone, Hamilton, Hancock, Hendricks, Marion, Morgan, and Putnam counties. Its 2025 grants ranged from $86 to $1.74 million, with a median of $16,238. The profile does not state whether it accepts unsolicited requests.
Assets
$255.2M
Grants
370
Total Given
$29.9M
Lumina Foundation for Education Inc
Indianapolis, IN
Lumina Foundation funds research, policy, technical assistance, and initiatives that expand equitable access to education and credentials beyond high school, with a national focus. Its 2024 grants ranged from $500 to $2.51 million, with a median of $12,500. It says it does not accept unsolicited requests; funding is primarily proactive, with occasional open calls for proposals.
Assets
$1.5B
Grants
357
Total Given
$30.0M
More similar funders
More Funders in Indiana
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Charlton Donald L Educational Trust'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.
Charlton Donald L Educational Trust down — hundreds of funders to go?