The Charitable Foundation
The Charitable Foundation is a private foundation, based in Cartersville, GA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $132K in total assets. In 2025, it awarded 4 grants totaling $4K. Net investment income was $1K.
The Charitable Foundation at a glance
In short: The Charitable Foundation gave $4K across 4 grants in 2025 (avg $1K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $4,100
- -51.8% vs 2024
- Grants made (2025)
- 4
- -20.0% vs 2024
- Average grant
- $1,025
- -39.7% vs 2024
- Median grant
- $1,050
- Total assets
- $132,217
- +5.9% vs 2024
- Primary geography
- Wisconsin (51% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Usgf ($2K). Together the top 4 received $4K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How The Charitable Foundation gives
- Giving fell 71% from 2022 to 2025. Method
- In 2025 it paid out 66% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $1K (2021) to $14K (2022). In 2025 it made 4 grants totaling $4K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Usgf Indianapolis, IN | Mission Related | $1,500 |
| Impact 100 Greater Wausau Wausau, WI | Mission Related | $1,100 |
| Walls of Wittenberg Wittenberg, WI | Mission Related | $1,000 |
| St Judes Hospital Memphis, TN | Mission Related | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $132,217 | $6,103 | $8,779 | $4,100 | 4 | $4,100 | $1,424 | $6,238 |
| 2024 | $124,798 | $8,074 | $11,964 | $8,500 | 5 | $8,500 | $4,610 | $5,862 |
| 2023 | $125,810 | $5,251 | $11,700 | $7,500 | 5 | $7,500 | $858 | $6,041 |
| 2022 | $127,995 | $5,983 | $20,542 | $14,000 | 5 | $14,000 | — | $6,801 |
| 2021 | $158,931 | $6,020 | $2,866 | $1,000 | 1 | $1,000 | $4,154 | $7,397 |
| 2020 | $143,828 | $4,341 | $4,188 | $2,500 | 2 | — | $3,271 | $7,068 |
| 2019 | $145,013 | $5,483 | $7,773 | $5,050 | 5 | — | $2,819 | $6,726 |
Under IRS private-foundation payout rules, The Charitable Foundation reported a distributable amount of $6K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Charitable Foundation is led by Valerie C. Smith, President on every filing since 2019; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Valerie C. Smith
President
On filings since 2019
No compensation reported
Dusstin D. Henderson
Secretary
On filings since 2019
No compensation reported
Terry Henderson
Vice President
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Charitable Foundation
How much does The Charitable Foundation give each year?
The Charitable Foundation gave $4K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $9K across 5 grants.
What is The Charitable Foundation's typical grant size?
The Charitable Foundation's median grant in 2025 was $1,050, and its average grant was $1,025, across 4 grants on its 2025 IRS Form 990-PF.
Where does The Charitable Foundation give grants?
The Charitable Foundation gives mostly in Wisconsin: 51% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Indiana (37%) and Tennessee (12%).
Does The Charitable Foundation give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on The Charitable Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Mission Related" (4 grants).
How large is The Charitable Foundation?
The Charitable Foundation reported $132K in total assets on its 2025 IRS Form 990-PF. It paid out $4K in qualifying distributions that year, against a required minimum of $6K (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 is The Charitable Foundation's EIN?
The Charitable Foundation's EIN (Employer Identification Number) is 36-4182930. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 24, 2022)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 24, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS December 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 12, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 7, 2026)
- IRS filings on file for fiscal years 2019–2025
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