Charles Foundation Charitable Tr | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Charles Foundation Charitable Tr. Data shown is extracted from Form 990-PF filings.

EIN: 43-6801942

Foundation Overview

Based in Dallas, TX, Charles Foundation Charitable Tr has awarded 129 grants totaling $3,596,000 to organizations in Missouri, Georgia and 9 other states across the US. Individual grants range from $2,000 to $385,000, with a median award of $5,000.

Latest Tax Year
2025
Total Giving (all years)
$3,596,000
Total Assets
$12,205,904
Median Grant (all grants)
$5,000

Latest Form 990-PF Snapshot

Total Grants
17
Median Grant
$5,000
% No Significant Change
0% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: May 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Balanced Approach: 41%

7 of 17 recipients (41%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.

Geographic Focus
Missouri

Grants are geographically diversified with 34% in Missouri and funding distributed across 11 total locations. This foundation values broad geographic impact and diverse community partnerships. Within Missouri, funding concentrates in St Louis (100%).

Funding Trajectory
+29%

Moderate 29% growth trend over 5 years suggests stable and gradually increasing funding capacity. This positive trajectory indicates reliable grant-making resources and sustainable philanthropic commitment.

Program Areas
General Purposes + 3 others

Diversified giving across multiple program areas with primary emphasis on general purposes (59%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Charles Foundation Charitable Tr's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Society Of The Sacred Heart- Duchesne $385,000 St Louis, MO, US Philippine Society Of The 2025
Society Of The Sacred Heart Grand Coteau $50,000 St Louis, MO, US Grand Coteau Scholarships 2025
Care-cooperative Assistance Relief Every $2,000 Atlanta, GA, US Unrestricted General 2025
American Friends Of Neve Shalom- $3,000 Sherman Oaks, CA, US Unrestricted General 2025
Mce Social Capital $5,000 San Francisco, CA, US Unrestricted General 2025
Angela House $10,000 Houston, TX, US Unrestricted General 2025
Bethlehem University Foundation $5,000 Beltsville, MD, US Unrestricted General 2025
Oxfam -America Inc $2,000 Boston, MA, US Unrestricted General 2025
Mary's Pence $2,000 St Paul, MN, US Unrestricted General 2025
Intern'l Institute Of Metro St Louis $5,000 St Louis, MO, US Unrestricted General 2025
Society Of St Vincent De Paul Of Stl $5,000 St Louis, MO, US Unrestricted General 2025
St Cecila School And Academy $10,000 St Louis, MO, US Unrestricted General 2025
United Way Of Greater St Louis $5,000 St Louis, MO, US Unrestricted General 2025
Operation Food Search Inc $5,000 St Louis, MO, US Unrestricted General 2025
Bread For The World Institute $2,000 Washington, DC, US Unrestricted General 2025
Grameen Foundation $2,000 Washington, DC, US Unrestricted General 2025
Welcome Neighbor Stl $2,000 St Louis, MO, US Unrestricted General 2025
Network Of Sacred Hearts Schools $10,000 Chicago, IL, US Unrestricted General 2024
Society Of The Sacred Heart- Duchesne $50,000 St Louis, MO, US Philippine Society Of The 2024
Society Of The Sacred Heart Grand Coteau $50,000 St Louis, MO, US Grand Coteau Scholarships 2024
Society Of The Sacred Heart-consecrated $40,000 St Louis, MO, US Bridge Fund 2024
Society Of The Sacred Heart -Provinicial $268,000 Chicago, IL, US Unrestricted General 2024
Care-cooperative Assistance Relief Every $2,000 Atlanta, GA, US Unrestricted General 2024
American Friends Of Neve Shalom- $2,000 Sherman Oaks, CA, US Unrestricted General 2024
Unrwa Usa $5,000 Washington, DC, US Unrestricted General 2024
Bethlehem University Foundation $5,000 Beltsville, MD, US Unrestricted General 2024
Oxfam -America Inc $2,000 Boston, MA, US Unrestricted General 2024
Mary's Pence $2,000 St Paul, MN, US Unrestricted General 2024
Operation Food Search Inc $5,000 St Louis, MO, US Unrestricted General 2024
Bread For The World Institute $2,000 Washington, DC, US Unrestricted General 2024
Catholic Charities Usa $5,000 Alexandria, VA, US Unrestricted General 2024
Grameen Foundation $2,000 Washington, DC, US Unrestricted General 2024
Network Of Sacred Hearts Schools $10,000 Chicago, IL, US Unrestricted General 2024
Society Of The Sacred Heart- Duchesne $50,000 St Louis, MO, US Philippine Society Of The 2024
Society Of The Sacred Heart Grand Coteau $50,000 St Louis, MO, US Grand Coteau Scholarships 2024
Society Of The Sacred Heart-consecrated $40,000 St Louis, MO, US Bridge Fund 2024
Society Of The Sacred Heart -Provinicial $268,000 Chicago, IL, US Unrestricted General 2024
Care-cooperative Assistance Relief Every $2,000 Atlanta, GA, US Unrestricted General 2024
American Friends Of Neve Shalom- $2,000 Sherman Oaks, CA, US Unrestricted General 2024
Unrwa Usa $5,000 Washington, DC, US Unrestricted General 2024
Bethlehem University Foundation $5,000 Beltsville, MD, US Unrestricted General 2024
Oxfam -America Inc $2,000 Boston, MA, US Unrestricted General 2024
Mary's Pence $2,000 St Paul, MN, US Unrestricted General 2024
Operation Food Search Inc $5,000 St Louis, MO, US Unrestricted General 2024
Bread For The World Institute $2,000 Washington, DC, US Unrestricted General 2024
Catholic Charities Usa $5,000 Alexandria, VA, US Unrestricted General 2024
Grameen Foundation $2,000 Washington, DC, US Unrestricted General 2024
Society Of The Sacred Heart- Duchesne $50,000 St Louis, MO, US Philippine Society Of The 2023
Society Of The Sacred Heart Grand Coteau $50,000 St Louis, MO, US Grand Coteau Scholarships 2023
Society Of The Sacred Heart - Sophie's $25,000 St Louis, CA, US Sophie's Project 2023
Society Of The Sacred Heart $243,000 St Louis, MO, US Bridge Fund 2023
Care-cooperative Assistance Relief Every $2,000 Atlanta, GA, US Unrestricted General 2023
American Friends Of Neve Shalom- $2,000 Sherman Oaks, CA, US Unrestricted General 2023
Bethlehem University Foundation $5,000 Beltsville, MD, US Unrestricted General 2023
Oxfam -America Inc $2,000 Boston, MA, US Unrestricted General 2023
Josephinum Academy $50,000 Chicago, IL, US Scholarships 2023
Mary's Pence $2,000 St Paul, MN, US Unrestricted General 2023
Operation Food Search Inc $5,000 St Louis, MO, US Unrestricted General 2023
Bread For The World Institute $2,000 Washington, DC, US Unrestricted General 2023
Catholic Charities Usa $5,000 Alexandria, VA, US Unrestricted General 2023
Freedom From Hunger -Communications Assn $2,000 Washington, DC, US Unrestricted General 2023
Society Of The Sacred Heart- Duchesne $50,000 St Louis, MO, US Philippine Society Of The 2023
Society Of The Sacred Heart Grand Coteau $50,000 St Louis, MO, US Grand Coteau Scholarships 2023
Society Of The Sacred Heart - Sophie's $25,000 St Louis, CA, US Sophie's Project 2023
Society Of The Sacred Heart $243,000 St Louis, MO, US Bridge Fund 2023
Care-cooperative Assistance Relief Every $2,000 Atlanta, GA, US Unrestricted General 2023
American Friends Of Neve Shalom- $2,000 Sherman Oaks, CA, US Unrestricted General 2023
Bethlehem University Foundation $5,000 Beltsville, MD, US Unrestricted General 2023
Oxfam -America Inc $2,000 Boston, MA, US Unrestricted General 2023
Josephinum Academy $50,000 Chicago, IL, US Scholarships 2023
Mary's Pence $2,000 St Paul, MN, US Unrestricted General 2023
Operation Food Search Inc $5,000 St Louis, MO, US Unrestricted General 2023
Bread For The World Institute $2,000 Washington, DC, US Unrestricted General 2023
Catholic Charities Usa $5,000 Alexandria, VA, US Unrestricted General 2023
Freedom From Hunger -Communications Assn $2,000 Washington, DC, US Unrestricted General 2023
Old St Ferdinand Shrine $20,000 St Louis, MO, US Unrestricted General 2022
Society Of The Sacred Heart- Philippine $50,000 St Louis, MO, US Philippine Duchesne Fund 2022
Society Of The Sacred Heart Grand Coteau $50,000 St Louis, MO, US Grand Coteau Scholarships 2022
Society Of The Sacred Heart Provincial $98,000 St Louis, MO, US Provincial 2022
Care-cooperative Assistance Relief Every $2,000 Atlanta, GA, US Unrestricted General 2022
American Friends Of Neve Shalom- $2,000 Sherman Oaks, CA, US Unrestricted General 2022
American Friends Of Unrwa Inc $5,000 Washington, DC, US U.n. Relief & Works Ag For 2022
Bethlehem University Foundation $5,000 Beltsville, MD, US Unrestricted General 2022
Oxfam -america Inc $2,000 Boston, MA, US Unrestricted General 2022
Mary's Pence $2,000 St Paul, MN, US Unrestricted General 2022
Operation Food Search Inc $5,000 St Louis, MO, US Unrestricted General 2022
Bread For The World Institute $2,000 Washington, DC, US Unrestricted General 2022
Catholic Charities Usa $5,000 Alexandria, VA, US Unrestricted General 2022
Communications Assn -freedom From Hunger $2,000 Washington, DC, US Unrestricted General 2022
Old St Ferdinand Shrine $20,000 St Louis, MO, US Unrestricted General 2022
Society Of The Sacred Heart- Philippine $50,000 St Louis, MO, US Philippine Duchesne Fund 2022
Society Of The Sacred Heart Grand Coteau $50,000 St Louis, MO, US Grand Coteau Scholarships 2022
Society Of The Sacred Heart Provincial $98,000 St Louis, MO, US Provincial 2022
Care-cooperative Assistance Relief Every $2,000 Atlanta, GA, US Unrestricted General 2022
American Friends Of Neve Shalom- $2,000 Sherman Oaks, CA, US Unrestricted General 2022
American Friends Of Unrwa Inc $5,000 Washington, DC, US U.n. Relief & Works Ag For 2022
Bethlehem University Foundation $5,000 Beltsville, MD, US Unrestricted General 2022
Oxfam -America Inc $2,000 Boston, MA, US Unrestricted General 2022
Mary's Pence $2,000 St Paul, MN, US Unrestricted General 2022
Operation Food Search Inc $5,000 St Louis, MO, US Unrestricted General 2022
Bread For The World Institute $2,000 Washington, DC, US Unrestricted General 2022
Catholic Charities Usa $5,000 Alexandria, VA, US Unrestricted General 2022
Communications Assn -Freedom From Hunger $2,000 Washington, DC, US Unrestricted General 2022
Society Of The Sacred Heart- Philippine $155,000 St Louis, MO, US Philippine Duchesne Fund 2021
Society Of The Sacred Heart Grand Coteau $150,000 St Louis, MO, US Grand Coteau Scholarships 2021
Society Of The Sacred Heart Provincial $50,000 St Louis, MO, US Provincial 2021
Care (cooperative Assistance & Relief $4,000 Atlanta, GA, US Unrestricted General 2021
American Friends Of Neve Shalom- $2,000 Sherman Oaks, CA, US Unrestricted General 2021
American Friends Of Unrwa Inc $5,000 Washington, DC, US U.n. Relief & Works Ag For 2021
Bethlehem University Foundation $5,000 Beltsville, MD, US Unrestricted General 2021
Oxfam -america Inc $2,000 Boston, MA, US Unrestricted General 2021
Mary's Pence $2,000 St Paul, MN, US Unrestricted General 2021
St Matthew The Apostle Church $20,000 St Louis, MO, US Unrestricted General 2021
Operation Food Search Inc $5,000 St Louis, MO, US Unrestricted General 2021
Catholic Charities Usa $5,000 Alexandria, VA, US Unrestricted General 2021
Freedom From Hunger $2,000 Davis, CA, US Unrestricted General 2021
St Madeleine Sophie's Training Center $10,000 El Cajon, CA, US Unrestricted General 2021
Mary's Pence $2,000 St Paul, MN, US Unrestricted General 2020
American Friends Of Neve Shalom- $2,000 Sherman Oaks, CA, US Unrestricted General 2020
Bethlehem University Foundation $5,000 New York, NY, US Unrestricted General 2020
Catholic Charities Usa $5,000 Alexandria, VA, US Unrestricted General 2020
Josephinum Academy $30,000 Chicago, IL, US Scholarships 2020
Bread For The World Institute $5,000 Washington, DC, US Unrestricted General 2020
St Madeleine Sophies $23,000 Schenectady, NY, US Unrestricted General 2020
Socieity Of The Sacred Heart $55,000 St Louis, MO, US Philippine Duchesne Fund 2020
Socieity Of The Sacred Heart $50,000 St Louis, MO, US Grand Coteau Scholarships 2020
Socieity Of The Sacred Heart $105,000 St Louis, MO, US Motherhouse Sustainability 2020
Socieity Of The Sacred Heart $100,000 St Louis, MO, US Bridge Fund 2020
Socieity Of The Sacred Heart $7,000 St Louis, MO, US Unrestricted General 2020

Foundations Similar to Charles Foundation Charitable Tr

Discover 5 foundations with comparable assets ($12,015,390-$12,376,251), similar grant patterns, and geographic focus in TX that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 86-1521376 | 61 grants awarded
$12,235,045
(≈ Similar)
$5,000
median grant
Westlake, TX
Same state
100%
Excellent match

EIN: 75-6045366 | 243 grants awarded
$12,348,625
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$7,000
median grant
Dallas, TX
Same state
99%
Excellent match

EIN: 75-6604134 | 305 grants awarded
$12,057,394
(≈ Similar)
$5,000
median grant
Corsicana, TX
Same state
99%
Excellent match

EIN: 75-1832130 | 234 grants awarded
$12,376,251
(≈ Similar)
$10,000
median grant
Dallas, TX
Same state
99%
Excellent match

EIN: 85-0546864 | 32 grants awarded
$12,015,390
(≈ Similar)
$9,250
median grant
Snyder, TX
Same state
99%
Excellent match

Contact Information

Official contact details for Charles Foundation Charitable Tr as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 43-6801942
Website N/A
Address PO BOX 653067 Dallas, TX 75265-3067

Key People (3)

Board members, trustees, and key staff who oversee Charles Foundation Charitable Tr's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Bank Of America
Trustee C Osiek
Trustee S Hammond

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Charles Foundation Charitable Tr is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated May 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.