Milton Robt & Clara Char Tr Fdn

SAINT LOUIS, MO EIN: 35-6502846

Milton Robt & Clara Char Tr Fdn is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.1M in total assets. In 2024, it awarded 7 grants totaling $300K. Net investment income was $301K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.1M

-0.6% YoY

Annual Giving

$300K

+0.0% YoY

Grant Count

7

+0.0% YoY

Avg Grant Size

$43K

+0.0% YoY

About Milton Robt & Clara Char Tr Fdn

Based on IRS filings

Milton Robt & Clara Char Tr Fdn is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.1M in total assets. In 2024, it awarded 7 grants totaling $300K. Net investment income was $301K.

Ready to take the next step with Milton Robt & Clara Char Tr Fdn?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

AtlantaIndianapolisSouth Bend

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$190K$381K$571K$761K20202021202220232024
Metric202420232022
Total Assets$5,109,316$5,137,821$5,280,858
Revenue$366,396$246,127$159,460
Expenses$394,528$387,485$407,677
Qualifying Distributions$326,739$325,021$336,019
Net Investment Income$300,660$181,044$163,686
Distributable Amount$325,536$301,255$314,367

Giving Over Time

Total grant dollars and number of grants per year

$0$78K$155K$233K$310K4 grants20206 grants20217 grants20227 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

LOGAN COMMUNITY RESOURCE…$130KREAL SERVICES INC$50KHABITAT FOR HUMANITY$45KSOUTH BEND HERITAGE FOUN…$25KREBUILDING TOGETHER SJC$25KNEAR NORTHWEST NEIGHBORH…$20KCENTER FOR THE HOMELESS …$5K

Grant Size Distribution

31 grants across all recorded years

17<$50K10$50–100K4$100–250K$250–500K$500K–1M$1–5M$5M+

Open Grants

1 open opportunity from Milton Robt & Clara Char Tr Fdn

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

WELLS FARGO BANK N ATRUSTEE$76K

From 2024 filing

NameTitleHoursCompensation
WELLS FARGO BANK N ATRUSTEE1$75,812

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

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