Charles Foundation Charitable Tr
EIN 436801942Total Given 2020–2024
$2.0M
69 grants · $390K avg/year
based on 5 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$5K
typical small grants · $2K–$40K
grant size
45%
supporter · 14/31 multi-year
repeat
$11.2M
Assets (2024)
31
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
MARIA I BOTELHO
Phone
(888) 866-3275
Deadlines
NONE
How to Apply
LETTER
Restrictions
NONE
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $389K | $9.9M | $521K | 12 |
| 2021 | $417K | $11.6M | $892K | 14 |
| 2022 | $250K | $90.4M | $526K | 14 |
| 2023 | $445K | $10.1M | $579K | 14 |
| 2024 | $450K | $11.2M | $580K | 15 |
Grant Size Distribution
Based on 69 grants on record
Minimum
$2K
25th Pctl
$2K
Median
$5K
Average
$28K
75th Pctl
$40K
Maximum
$268K
Geographic Distribution
Officers & Directors
BA
Bank of America
4 yrs
Trustee
SH
S Hammond
5+ yrs
Trustee
CO
C Osiek
5+ yrs
Trustee
CO
C Osiek
5+ yrs
Trustee
BA
Bank of America
4 yrs
Trustee
SH
S Hammond
5+ yrs
Trustee
SH
S Hammond
5+ yrs
Trustee
BA
Bank of America
4 yrs
Trustee
CO
C Osiek
5+ yrs
Trustee
BA
Bank of America
4 yrs
Trustee
CO
C Osiek
5+ yrs
Trustee
SH
S Hammond
5+ yrs
Trustee
BA
Bank of America N a
Trustee
CO
C Osiek
5+ yrs
Trustee
SH
S Hammond
5+ yrs
Trustee
Grants Awarded (69 total)
| Purpose | ||||
|---|---|---|---|---|
| Society of the Sacred Heart -Provinicial | Chicago, IL | $268,000 | UNRESTRICTED GENERAL | 2024 |
| Society of the Sacred Heart | St Louis, MO | $243,000 | BRIDGE FUND | 2023 |
| Society of the Sacred Heart- Philippine | St Louis, MO | $155,000 | PHILIPPINE DUCHESNE FUND | 2021 |
| Society of the Sacred Heart Grand Coteau | St Louis, MO | $150,000 | GRAND COTEAU SCHOLARSHIPS | 2021 |
| Socieity of the Sacred Heart | St Louis, MO | $105,000 | MOTHERHOUSE SUSTAINABILITY | 2020 |
| Socieity of the Sacred Heart | St Louis, MO | $100,000 | BRIDGE FUND | 2020 |
| Society of the Sacred Heart Provincial | St Louis, MO | $98,000 | PROVINCIAL | 2022 |
| Socieity of the Sacred Heart | St Louis, MO | $55,000 | PHILIPPINE DUCHESNE FUND | 2020 |
| Socieity of the Sacred Heart | St Louis, MO | $50,000 | GRAND COTEAU SCHOLARSHIPS | 2020 |
| Society of the Sacred Heart Provincial | St Louis, MO | $50,000 | PROVINCIAL | 2021 |
| Society of the Sacred Heart- Duchesne | St Louis, MO | $50,000 | PHILIPPINE SOCIETY OF THE | 2023 |
| Society of the Sacred Heart Grand Coteau | St Louis, MO | $50,000 | GRAND COTEAU SCHOLARSHIPS | 2023 |
| Josephinum Academy | Chicago, IL | $50,000 | SCHOLARSHIPS | 2023 |
| Society of the Sacred Heart- Duchesne | St Louis, MO | $50,000 | PHILIPPINE SOCIETY OF THE | 2024 |
| Society of the Sacred Heart Grand Coteau | St Louis, MO | $50,000 | GRAND COTEAU SCHOLARSHIPS | 2024 |
| Society of the Sacred Heart- Philippine | St Louis, MO | $50,000 | PHILIPPINE DUCHESNE FUND | 2022 |
| Society of the Sacred Heart Grand Coteau | St Louis, MO | $50,000 | GRAND COTEAU SCHOLARSHIPS | 2022 |
| Society of the Sacred Heart-Consecrated | St Louis, MO | $40,000 | BRIDGE FUND | 2024 |
| JOSEPHINUM Academy | Chicago, IL | $30,000 | SCHOLARSHIPS | 2020 |
| Society of the Sacred Heart - Sophie'S | St Louis, CA | $25,000 | SOPHIE'S PROJECT | 2023 |
| St Madeleine Sophies | Schenectady, NY | $23,000 | UNRESTRICTED GENERAL | 2020 |
| St Matthew the Apostle Church | St Louis, MO | $20,000 | UNRESTRICTED GENERAL | 2021 |
| Old St Ferdinand Shrine | St Louis, MO | $20,000 | UNRESTRICTED GENERAL | 2022 |
| St Madeleine Sophie'S Training Center | El Cajon, CA | $10,000 | UNRESTRICTED GENERAL | 2021 |
| Network of Sacred Hearts Schools | Chicago, IL | $10,000 | UNRESTRICTED GENERAL | 2024 |