Milton Robt & Clara Char Tr Fdn
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
Under IRS private-foundation payout rules, Milton Robt & Clara Char Tr Fdn reported a distributable amount of $326K for 2024 — the minimum it must pay out in qualifying distributions.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
31 grants across all recorded years
Open Grants
1 open opportunity from Milton Robt & Clara Char Tr Fdn
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Logan Community Resources Inc ($130,000), Real Services Inc ($50,000), Habitat for Humanity ($45,000).
| Recipient | Purpose | Amount |
|---|---|---|
| SOUTH BEND HERITAGE FOUNDATION SOUTH BEND, IN | GENERAL OPERATING | $25,000 |
| NEAR NORTHWEST NEIGHBORHOOD INC SOUTH BEND, IN | GENERAL OPERATING | $20,000 |
| LOGAN COMMUNITY RESOURCES INC SOUTH BEND, IN | GENERAL OPERATING | $130,000 |
| REAL SERVICES INC SOUTH BEND, IN | GENERAL OPERATING | $50,000 |
| CENTER FOR THE HOMELESS INC SOUTH BEND, IN | GENERAL OPERATING | $5,000 |
| HABITAT FOR HUMANITY ATLANTA, GA | GENERAL OPERATING | $45,000 |
| REBUILDING TOGETHER SJC SOUTH BEND, IN | GENERAL OPERATING | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A | TRUSTEE | 1 | $75,812 |
Frequently Asked Questions
How large is Milton Robt & Clara Char Tr Fdn?
As of 2024, Milton Robt & Clara Char Tr Fdn holds $5.1M in total assets with $366K in annual revenue. It awarded 7 grants totaling $300K in 2024.
Where does Milton Robt & Clara Char Tr Fdn operate?
Milton Robt & Clara Char Tr Fdn has awarded grants in Georgia, Indiana.
What size grants does Milton Robt & Clara Char Tr Fdn award?
In 2024, Milton Robt & Clara Char Tr Fdn awarded 7 grants totaling $300K — an average of about $43K per grant, based on its IRS Form 990 filings.
How much is Milton Robt & Clara Char Tr Fdn required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Milton Robt & Clara Char Tr Fdn reported a distributable amount of $326K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Milton Robt & Clara Char Tr Fdn's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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