Milton Robt & Clara Char Tr Fdn
Milton Robt & Clara Char Tr Fdn is a private foundation based in Saint Louis, Missouri. Its 2025 filing lists a grantmaking restriction for charitable organizations in or near South Bend, Indiana, that meet senior housing needs in ways that promote health, dignity, independence, and quality of life.
Key facts about Milton Robt & Clara Char Tr Fdn
In short: Milton Robt & Clara Char Tr Fdn gave $297K across 10 grants in 2025 (avg $30K), mostly in Indiana. 20% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 35-6502846
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $297,000
- Grants made (2025)
- 10
- Average grant
- $29,700
- Median grant
- $27,500
- New grantees (estimate)
- 20% first-time grantees (2 of 10, 2025; small sample)
- Total assets
- $5,174,588
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
- How to apply
- The 2025 filing directs applicants to contact Wells Fargo Bank N.A. Full details ↓
- Deadline
- The 2025 filing lists June 1.
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$5.2M
+1.3% YoY
Annual Giving
$297K
-1.0% YoY
Grant Count
10
+42.9% YoY
Avg Grant Size
$30K
-30.7% YoY
Under IRS private-foundation payout rules, Milton Robt & Clara Char Tr Fdn reported a distributable amount of $342K for 2025 — the minimum it must pay out in qualifying distributions.
Is Milton Robt & Clara Char Tr Fdn open to new grantees?
20%
first-time grantees, 2025
In 2025, 2 of 10 grantees (20%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. First grants averaged $48K; repeat grants $25K. How we count
Medians: $48K first-time, $25K repeat.
- 50% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−4%). Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The foundation’s filing does not state a mission. Its listed award restriction concerns senior housing needs in or near South Bend. In 2025, it made grants to organizations whose own stated missions include serving people with intellectual and developmental disabilities and their families, improving urban neighborhoods, reducing poverty, providing substance use disorder treatment, and offering emergency and transitional housing for people experiencing homelessness. These are grantees’ stated missions, not stated missions of the foundation.
Grantmaking
In filing year 2025, the foundation gave $297,000 through 10 grants. Grant amounts ranged from $5,000 to $60,000, with a median grant of $27,500. The largest awards included $60,000 to Logan Community Resources Inc., $50,000 to Foundation Center Hospice Palliative Car, $45,000 to Habitat for Humanity International Inc., and $35,000 to South Bend Heritage Foundation. The listed grants were for general operating purposes.
Review Cycle
The 2025 filing lists June 1. That date has passed.
How to Apply
The 2025 filing directs applicants to contact Wells Fargo Bank N.A. and visit the Wells Fargo private foundations page for more information about forms and materials. The filing lists restrictions for charitable organizations in or near South Bend, Indiana, that meet senior housing needs in ways that promote health, dignity, independence, and quality of life.
Open Grants
1 open opportunity from Milton Robt & Clara Char Tr Fdn
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Geographic Focus
Where this funder awards grants
All grant dollars reported for 2025 went to recipients in Indiana. The listed recipients were in South Bend or Mishawaka. The filing’s stated award restriction covers charitable organizations in or near South Bend, Indiana.
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $270K (2020) to $310K (2022). In 2025 it made 10 grants totaling $297K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Logan Community Resources Inc ($60K). Together the top 10 received $297K.
Grant Size Distribution
37 grants across all recorded years
The most common grant size was under $50K: 25 grants of 37 (68%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Logan Community Resources Inc South Bend, IN | General Operating | $60,000 |
| Foundation Center Hospice Palliative Car Mishawaka, IN | General Operating | $50,000 |
| Habitat for Humanity International Inc Mishawaka, IN | General Operating | $45,000 |
| South Bend Heritage Foundation South Bend, IN | General Operating | $35,000 |
| Northeast Neighborhood Revitalization OR South Bend, IN | General Operating | $30,000 |
| United Way of St Joseph County Inc South Bend, IN | General Operating | $25,000 |
| Rebuilding Together SJC South Bend, IN | General Operating | $25,000 |
| Life Treatment Centers Inc South Bend, IN | General Operating | $12,000 |
| Near Northwest Neighborhood Inc South Bend, IN | General Operating | $10,000 |
| Center for the Homeless Inc South Bend, IN | General Operating | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $5,174,588 | $465,474 | $401,170 | $297,000 |
| 2024 | $5,109,316 | $366,396 | $394,528 | $300,000 |
| 2023 | $5,137,821 | $246,127 | $387,485 | $300,000 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $5,174,588 | $5,109,316 | $5,137,821 |
| Revenue | $465,474 | $366,396 | $246,127 |
| Expenses | $401,170 | $394,528 | $387,485 |
| Qualifying Distributions | $322,637 | $326,739 | $325,021 |
| Net Investment Income | $392,020 | $300,660 | $181,044 |
| Distributable Amount | $341,532 | $325,536 | $301,255 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
Leadership & Key People
Leadership team and compensation from IRS filings
Wells Fargo Bank N.A. is listed as trustee on the 2025 filing.
Milton Robt & Clara Char Tr Fdn's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2020
1 hr/week
$70K (2020) → $84K (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 $84K, to Wells Fargo Bank N a (Trustee).
Contact
Application contact: Wells Fargo Bank N A
Mailing address: 100 N Main St Mac D4001-117, Winston Salem, NC 27101
Phone: (888) 730-4933
Frequently asked questions about Milton Robt & Clara Char Tr Fdn
How much does Milton Robt & Clara Char Tr Fdn give each year?
Milton Robt & Clara Char Tr Fdn gave $297K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $300K across 7 grants.
What is Milton Robt & Clara Char Tr Fdn's typical grant size?
Milton Robt & Clara Char Tr Fdn's median grant in 2025 was $27,500, and its average grant was $29,700, across 10 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Milton Robt & Clara Char Tr Fdn that year got $48K on average.
Where does Milton Robt & Clara Char Tr Fdn give grants?
Milton Robt & Clara Char Tr Fdn gives mostly in Indiana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were South Bend, IN (8 grants) and Mishawaka, IN (2 grants).
Does Milton Robt & Clara Char Tr Fdn give general operating support?
Yes: 100% of Milton Robt & Clara Char Tr Fdn's 2025 grants with a stated purpose (10 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Milton Robt & Clara Char Tr Fdn's largest grantees?
Milton Robt & Clara Char Tr Fdn's largest 2025 grantees include Logan Community Resources Inc ($60,000), Foundation Center Hospice Palliative Car ($50,000) and Habitat for Humanity International Inc ($45,000), according to its 2025 IRS Form 990-PF. Together they received 52% of its itemized 2025 grant dollars.
How large is Milton Robt & Clara Char Tr Fdn?
Milton Robt & Clara Char Tr Fdn reported $5.2M in total assets on its 2025 IRS Form 990-PF. It paid out $323K in qualifying distributions that year, against a required minimum of $342K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Milton Robt & Clara Char Tr Fdn fund?
The foundation’s filing does not state a mission. Its listed award restriction concerns senior housing needs in or near South Bend. See mission & focus areas ↑
How do I apply for a grant from Milton Robt & Clara Char Tr Fdn?
The 2025 filing directs applicants to contact Wells Fargo Bank N.A. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Milton Robt & Clara Char Tr Fdn's EIN?
Milton Robt & Clara Char Tr Fdn's EIN (Employer Identification Number) is 35-6502846. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Here's the math on researching Milton Robt & Clara Char Tr Fdn by hand.
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