Russell Charles a & Carolyn M Fdn

SAINT LOUIS, MO EIN: 26-0515563

Russell Charles a & Carolyn M Fdn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $400K in total assets. In 2025, it awarded 1 grants totaling $23K. Net investment income was $18K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$400K

-1.8% YoY

Annual Giving

$23K

-5.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$23K

-5.1% YoY

Under IRS private-foundation payout rules, Russell Charles a & Carolyn M Fdn reported a distributable amount of $24K for 2025 — the minimum it must pay out in qualifying distributions.

About Russell Charles a & Carolyn M Fdn

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Ready to take the next step with Russell Charles a & Carolyn M Fdn?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Minnesota $121K (100%)

States

Minnesota

Cities

Duluth

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$400,113	$407,357	$419,683
Revenue	$24,813	$20,444	$4,560
Expenses	$32,208	$32,616	$32,641
Qualifying Distributions	$25,226	$26,417	$26,543
Net Investment Income	$18,101	$14,162	$8,991
Distributable Amount	$23,870	$21,960	$21,733

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Duluth Superior Symphony Orchestra ($23,326).

Recipient	Purpose	Amount
DULUTH SUPERIOR SYMPHONY ORCHESTRA DULUTH, MN	GENERAL OPERATING	$23,326

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$7,341

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Russell Charles a & Carolyn M Fdn?

Russell Charles a & Carolyn M Fdn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. It holds $400K in total assets as of 2025.

How large is Russell Charles a & Carolyn M Fdn?

As of 2025, Russell Charles a & Carolyn M Fdn holds $400K in total assets with $25K in annual revenue. It awarded 1 grants totaling $23K in 2025.

Where does Russell Charles a & Carolyn M Fdn operate?

Russell Charles a & Carolyn M Fdn has awarded grants in Minnesota.

What size grants does Russell Charles a & Carolyn M Fdn award?

In 2025, Russell Charles a & Carolyn M Fdn awarded 1 grants totaling $23K — an average of about $23K per grant, based on its IRS Form 990 filings.

How much is Russell Charles a & Carolyn M Fdn required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Russell Charles a & Carolyn M Fdn reported a distributable amount of $24K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Russell Charles a & Carolyn M Fdn's EIN?

Russell Charles a & Carolyn M Fdn's EIN (Employer Identification Number) is 26-0515563. IRS Form 990 filing data is available on this page for 2021–2025.