Mildred & Charles Wolverton Scholarship Trust
EIN 956855392Total Given 2017–2025
$690K
8 grants · $77K avg/year
based on 9 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$22K
typical small grants · $16K–$25K
grant size
50%
supporter · 1/2 multi-year
repeat
$537K
Assets (2024)
2
Distinct Recipients
About
THE CALIFORNIA ATTORNEY GENERAL'S REGISTRY OF CHARITABLE TRUSTS HAS WAIVED THE ANNUAL REPORTING REQUIREMENT BECAUSE THIS TRUST HAS A SOLE CORPORATE TRUSTEE THAT IS SUBJECT TO THE JURISDICTION OF THE COMPTROLLER OF THE CURRENCY OF THE UNITED STATES.
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
ANA MARTINS-BANK OF AMERICA N A
Phone
(888) 866-3275
Deadlines
NONE
How to Apply
LETTER REQUESTING INFORMATION
Restrictions
SCHOLARSHIP IS FOR STUDENTS WHO HAVE BEEN RESIDENTS OF CALIFORNIA FOR AT LEAST TWO YEARS AND WHO ARE TOTALLY BLIND, LEGALLY BLIND OR WITH LOW VISION WHO WISH TO STUDY AT CALIFORNIA POLYTECHNIC STATE
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $20K | $465K | $22K | 1 |
| 2018 | $25K | $479K | $43K | 1 |
| 2019 | $25K | $470K | $27K | 1 |
| 2020 | N/A | $464K | $32K | N/A |
| 2021 | $10K | $594K | $39K | 1 |
| 2022 | $17K | $475K | $92K | 1 |
| 2023 | $23K | $493K | $-10K | 1 |
| 2024 | $15K | $537K | $15K | 1 |
| 2025 | $555K | $0 | $140K | 1 |
Grant Size Distribution
Based on 8 grants on record
Minimum
$10K
25th Pctl
$16K
Median
$22K
Average
$86K
75th Pctl
$25K
Maximum
$555K
Geographic Distribution
Officers & Directors
BA
Bank of America
4 yrs
Trustee
BA
Bank of America
4 yrs
Trustee
BA
Bank of America
4 yrs
Trustee
BA
Bank of America
4 yrs
Trustee
BA
Bank of America N a
5 yrs
Trustee
BA
Bank of America N a
5 yrs
Trustee
BA
Bank of America N a
5 yrs
Trustee
BA
Bank of America N a
5 yrs
Trustee
BA
Bank of America N a
5 yrs
Trustee
Grants Awarded (8 total)
| Purpose | ||||
|---|---|---|---|---|
| California Polytechnic State University | San Luis Obispo, CA | $555,008 | SCHOLARSHIPS | 2025 |
| California Polytechnic State | San Luis Obispo, CA | $25,000 | SCHOLARSHIPS FOR BOOKS AND | 2018 |
| California Polytechnic State | San Luis Obispo, CA | $25,000 | SCHOLARSHIPS FOR BOOKS AND | 2019 |
| California Polytechnic State | San Luis Obispo, CA | $23,000 | SCHOLARSHIPS FOR BOOKS AND | 2023 |
| California Polytechnic State | San Luis Obispo, CA | $20,000 | SCHOLARSHIPS FOR BOOKS AND | 2017 |
| California Polytechnic State | San Luis Obispo, CA | $17,000 | SCHOLARSHIPS FOR BOOKS AND | 2022 |
| California Polytechnic State | San Luis Obispo, CA | $15,000 | SCHOLARSHIPS FOR BOOKS AND | 2024 |
| California Polytechnic State | San Luis Obispo, CA | $10,000 | SCHOLARSHIPS FOR BOOKS AND | 2021 |