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

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Indiana $1.4M (95%)

Georgia $70K (5%)

States

Georgia Indiana

Cities

AtlantaIndianapolisSouth Bend

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Foundation

Milton Charitable Trust Foundation Grant

MILTON ROBT & CLARA CHAR TR FDN

Amount

US $5,000 - US $25,000

Deadline

Rolling / Open

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.