Mario C & Grace B Charles Education Foundation Inc

CHATTANOOGA, TN EIN: 62-1762700

Mario C & Grace B Charles Education Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHATTANOOGA, TN. IRS filing data is available from 2020 through 2021. As of 2021, the organization holds $449K in total assets. In 2021, it awarded 5 grants totaling $17K. Net investment income was $79K.

Financial Overview

From 2021 IRS Form 990-PF · View filing

Total Assets

$449K

+12.7% YoY

Annual Giving

$17K

+29.8% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$3K

+29.8% YoY

Under IRS private-foundation payout rules, Mario C & Grace B Charles Education Foundation Inc reported a distributable amount of $21K for 2021 — the minimum it must pay out in qualifying distributions.

About Mario C & Grace B Charles Education Foundation Inc

Based on IRS filings

Mario C & Grace B Charles Education Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHATTANOOGA, TN. IRS filing data is available from 2020 through 2021. As of 2021, the organization holds $449K in total assets. In 2021, it awarded 5 grants totaling $17K. Net investment income was $79K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Chattanooga

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$22K$43K$65K$87K20202021
Metric20212020
Total Assets$448,767$398,310
Revenue$7,725$12,738
Expenses$23,449$14,823
Qualifying Distributions
Net Investment Income$78,974$12,738
Distributable Amount$20,594$20,999

Giving Over Time

Total grant dollars and number of grants per year

$0$4K$8K$13K$17K5 grants20205 grants2021

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2021

University of Tennessee …$9KChattanooga Community Ki…$2KRonald McDonald House$2KSiskins Hospital$2KSt Alexis Outreach Minis…$2K

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2021 grants, the largest include University of Tennessee at Chattano ($8,875), Chattanooga Community Kitchen ($2,000), Ronald McDonald House ($2,000).

RecipientPurposeAmount
University of Tennessee at Chattano Chattanooga, TNFinancial Support$8,875
Chattanooga Community Kitchen Chattanooga, TNFinancial Support$2,000
Ronald McDonald House Chattanooga, TNFinancial Support$2,000
Siskins Hospital Chattanooga, TNFinancial Support$2,000
St Alexis Outreach Ministry Chattanooga, TNFinancial Support$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2021 IRS filing

From 2021 filing

NameTitleHoursCompensation
Todd DockeryPresident1
Robert MossVice President1
John BuhrmanSecretary/Treasurer1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Mario C & Grace B Charles Education Foundation Inc?

Mario C & Grace B Charles Education Foundation Inc is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in CHATTANOOGA, TN. It holds $449K in total assets as of 2021.

How large is Mario C & Grace B Charles Education Foundation Inc?

As of 2021, Mario C & Grace B Charles Education Foundation Inc holds $449K in total assets with $8K in annual revenue. It awarded 5 grants totaling $17K in 2021.

Where does Mario C & Grace B Charles Education Foundation Inc operate?

Mario C & Grace B Charles Education Foundation Inc has awarded grants in Tennessee.

What size grants does Mario C & Grace B Charles Education Foundation Inc award?

In 2021, Mario C & Grace B Charles Education Foundation Inc awarded 5 grants totaling $17K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Mario C & Grace B Charles Education Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2021, Mario C & Grace B Charles Education Foundation Inc reported a distributable amount of $21K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Mario C & Grace B Charles Education Foundation Inc's EIN?

Mario C & Grace B Charles Education Foundation Inc's EIN (Employer Identification Number) is 62-1762700. IRS Form 990 filing data is available on this page for 2020–2021.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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