Milanka & Charlie Foundation

Private foundation · Grantmaker Franklin, TN EIN: 99-4005001

Milanka & Charlie Foundation is a private foundation, based in Franklin, TN. IRS filing data is available from 2024 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 9 grants totaling $299K. Net investment income was $43K.

Milanka & Charlie Foundation at a glance

In short: Milanka & Charlie Foundation gave $299K across 9 grants in 2025 (avg $33K), top state Ohio. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$299,050
+121.5% vs 2024
Grants made (2025)
9
+0.0% vs 2024
Average grant
$33,228
+121.5% vs 2024
Median grant
$20,000
Total assets
$1,309,003
-17.7% vs 2024
Primary geography
Ohio (37% 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 Milanka & Charlie Foundation funds

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2025

St Paul Center: $100KSt Paul Center$100KThe Autism Trust: $87KThe Autism Trust$87KAquinas College: $50KAquinas College$50KFrassati USA: $27KFrassati USA$27KDiocese Of Nashville: $20KDiocese Of Nashville$20KFranciscan University at Steubenville: $10KFranciscan University atSteubenville$10KInternational Dominican Foundation: $3KInternational DominicanFoundation$3KTrinity Regional School: $1KTrinity Regional School$1KUpward Twist: $1KUpward Twist$1K

The largest 2025 recipient was St Paul Center ($100K). Together the top 9 received $299K.

Grant Size Distribution

18 grants across all recorded years

14<$50K3$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 14 grants of 18 (78%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Share of 2025 grant dollars across all 9 itemized grants.

Cities

NashvilleSteubenvilleErlangerEast NorthportFranklinGreenwood VillageMatairieMeridenMetairieSchulenburg

How Milanka & Charlie Foundation gives

  • In 2025 it paid out 861% 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

$0$100K$200K$300K9 grants2024 9 grants2025

From 2024 to 2025, annual grant giving ranged from $135K (2024) to $299K (2025). In 2025 it made 9 grants totaling $299K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
St Paul Center Steubenville, OHDonation$100,000
The Autism Trust Erlanger, KYDonation$87,000
Aquinas College Nashville, TNDonation$50,000
Frassati USA Nashville, TNDonation$27,000
Diocese Of Nashville Nashville, TNDonation$20,000
Franciscan University at Steubenville Steubenville, OHDonation$10,000
International Dominican Foundation Metairie, LADonation$3,000
Trinity Regional School East Northport, NYDonation$1,050
Upward Twist Nashville, TNDonation$1,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$1,309,003$42,926$319,729$299,0509$598,100$42,926$69,467
2024$1,589,901$1,752,552$162,651$135,0009$135,000$2,552$86,153

Under IRS private-foundation payout rules, Milanka & Charlie Foundation reported a distributable amount of $69K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Milanka & Charlie Foundation is led by Milanka Lachman, President on every filing since 2024; 2 of 4 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Milanka Lachman

    President

    On filings since 2024

    2 hrs/week

    No compensation reported

  • Alexander Srbulj

    Director

    On filings since 2024

    1.5 hrs/week

    $10K (2024) → $10K (2025)

  • Sandra Lippold

    Director

    On filings since 2024

    2 hrs/week

    $10K (2024) → $10K (2025)

  • Charles Lachman

    Secretary

    On filings since 2024

    2 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2024–2025. "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

Sandra Lippold — Director: $10KSandra LippoldDirector$10KAlexander Srbulj — Director: $10KAlexander SrbuljDirector$10K

The highest reported compensation on the 2025 filing was $10K, to Sandra Lippold (Director). 2 officers or directors reported compensation on that filing.

Frequently asked questions about Milanka & Charlie Foundation

How much does Milanka & Charlie Foundation give each year?

Milanka & Charlie Foundation gave $299K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $135K across 9 grants.

What is Milanka & Charlie Foundation's typical grant size?

Milanka & Charlie Foundation's median grant in 2025 was $20,000, and its average grant was $33,228, across 9 grants on its 2025 IRS Form 990-PF.

Where does Milanka & Charlie Foundation give grants?

Milanka & Charlie Foundation's top state is Ohio, with 37% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Tennessee (33%) and Kentucky (29%). The most frequent recipient cities were Nashville, TN (4 grants) and Steubenville, OH (2 grants).

Does Milanka & Charlie Foundation give general operating support?

Not in 2025: none of the 9 grants with a stated purpose on Milanka & Charlie Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Donation" (9 grants).

Who are Milanka & Charlie Foundation's largest grantees?

Milanka & Charlie Foundation's largest 2025 grantees include St Paul Center ($100,000), The Autism Trust ($87,000) and Aquinas College ($50,000), according to its 2025 IRS Form 990-PF. Together they received 79% of its itemized 2025 grant dollars.

How large is Milanka & Charlie Foundation?

Milanka & Charlie Foundation reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $598K in qualifying distributions that year, against a required minimum of $69K (roughly 5% of its investment assets).

What is Milanka & Charlie Foundation's EIN?

Milanka & Charlie Foundation's EIN (Employer Identification Number) is 99-4005001. IRS Form 990 filing data is available on this page for 2024–2025.

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

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
  2. IRS filings on file for fiscal year 2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Milanka & Charlie Foundation'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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