Milton Robt & Clara Char Tr Fdn
EIN 356502846Total Given 2018–2023
$1.4M
30 grants · $234K avg/year
based on 6 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$40K
typical mid grants · $25K–$64K
grant size
60%
deep partner · 9/15 multi-year
repeat
$6.5M
Assets (2023)
15
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Contact Person
WELLS FARGO BANK N A
Phone
(888) 730-4933
Deadlines
JUNE 1
How to Apply
VISIT s://www.wellsfargo.com/private-foundations/ milton-charitable-trust-foundation for more information
Restrictions
CHARITABLE ORGANIZATIONS IN OR NEAR SOUTH BEND, INDIANA THAT MEET SENIOR HOUSING NEEDS IN WAYS THAT PROMOTE HEALTH, DIGNITY, INDEPENDENCE, AND QUALITY OF LIFE
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $257K | $5.4M | $480K | 6 |
| 2020 | $270K | $6.8M | $463K | 4 |
| 2021 | $270K | $7.3M | $692K | 6 |
| 2022 | $310K | $5.9M | $159K | 7 |
| 2023 | $300K | $6.5M | $246K | 7 |
Grant Size Distribution
Based on 30 grants on record
Minimum
$20K
25th Pctl
$25K
Median
$40K
Average
$47K
75th Pctl
$64K
Maximum
$110K
Geographic Distribution
Officers & Directors
WA
Wells Fargo Bank N a
4 yrs
Trustee
WA
Wells Fargo Bank N a
4 yrs
Trustee
WA
Wells Fargo Bank N a
4 yrs
Trustee
WA
Wells Fargo Bank N a
4 yrs
Trustee
WN
Wells Fargo Bank NA
Trustee
Grants Awarded (30 total)
| Purpose | ||||
|---|---|---|---|---|
| Logan Community Resources Inc | Indianapolis, IN | $110,000 | GENERAL OPERATING | 2022 |
| City of South Bend | South Bend, IN | $100,000 | GREEN CORPS SENIOR HOME | 2020 |
| Logan Community Resources Inc | South Bend, IN | $100,000 | GENERAL OPERATING | 2023 |
| Logan Community Resources Inc | Indianapolis, IN | $80,000 | GENERAL OPERATING | 2021 |
| Real Services Inc | South Bend, IN | $75,000 | GENERAL OPERATING | 2018 |
| Logan Community Resources Inc | Indianapolis, IN | $70,000 | GENERAL OPERATING | 2020 |
| City of South Bend | South Bend, IN | $70,000 | GREEN CORPS SENIOR HOME | 2021 |
| Logan Community Resources Inc | Indianapolis, IN | $65,500 | GENERAL OPERATING | 2018 |
| South Bend Heritage Foundation Inc | South Bend, IN | $60,000 | GENERAL OPERATING | 2022 |
| South Bend Heritage | South Bend, IN | $50,000 | GENERAL OPERATING | 2020 |
| Real Services Inc | South Bend, IN | $50,000 | GENERAL OPERATING | 2020 |
| South Bend Heritage | South Bend, IN | $50,000 | GENERAL OPERATING | 2021 |
| South Bend Heritage Foundation Inc | South Bend, IN | $50,000 | GENERAL OPERATING | 2023 |
| Real Services Inc | South Bend, IN | $50,000 | GENERAL OPERATING | 2023 |
| South Bend Heritage | South Bend, IN | $49,500 | GENERAL OPERATING | 2018 |
| Habitat for Humanity St Joseph County | South Bend, IN | $30,000 | GENERAL OPERATING | 2022 |
| Life Treatment Centers Inc | South Bend, IN | $30,000 | GENERAL OPERATING | 2022 |
| Real Services Inc | South Bend, IN | $30,000 | GENERAL OPERATING | 2022 |
| Life Treatment Centers Inc | South Bend, IN | $25,000 | GENERAL OPERATING | 2021 |
| Rebuilding Together St Joseph County Inc | South Bend, IN | $25,000 | GENERAL OPERATING | 2021 |
| United Way of St Joseph County Inc | South Bend, IN | $25,000 | GENERAL OPERATING | 2023 |
| Northeast Neighborhood Revitalization Or | South Bend, IN | $25,000 | GENERAL OPERATING | 2023 |
| Habitat for Humanity | Atlanta, GA | $25,000 | GENERAL OPERATING | 2023 |
| Rebuilding Together Sjc | South Bend, IN | $25,000 | GENERAL OPERATING | 2023 |
| Rebuilding Together St Joseph County Inc | South Bend, IN | $25,000 | GENERAL OPERATING | 2022 |