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Private foundation (trust)EIN 436801942Est. 2010-03

CHARLES FOUNDATION CHARITABLE TR

DALLAS, TX 752653067

Accepts unsolicited proposals
Draft an application for CHARLES FOUNDATION CHARITABLE TR

Total Assets

$11.2M

FY 2024

Annual Giving

$450K

FY 2024

Grants Made

15

FY 2024

Avg Grant

$30K

FY 2024

Grant Range

$2K–$268K

Typical

Deadlines

Open / rolling

Applications

Programs & Activities

Program 1

The sole charitable activity of this organization is the making of contributions and grants to qualified charitable organizations. No direct charitable activities are conducted

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$580K

Total Expenses

$537K

Qualifying Distributions

$483K

Distributable Amount

$537K

Min. Investment Return

$545K

Undistributed Income

$494K

Payout rate 90%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.90%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

15 grants

Grant sizes from minimum $2K through median $5K to maximum $268K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2020 to 2024. Peak $450K in 2024. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

69 grants

SOCIEITY OF THE SACRED HEART
$317K
5 grants
SOCIETY OF THE SACRED HEART GRAND COTEAU
$300K
4 grants
SOCIETY OF THE SACRED HEART -PROVINICIAL
$268K
1 grant
SOCIETY OF THE SACRED HEART
$243K
1 grant
SOCIETY OF THE SACRED HEART- PHILIPPINE
$205K
2 grants
SOCIETY OF THE SACRED HEART PROVINCIAL
$148K
2 grants
SOCIETY OF THE SACRED HEART- DUCHESNE
$100K
2 grants
JOSEPHINUM ACADEMY
$80K
2 grants

Grant Size Distribution

69 grants

<$10K
46
grants
$10–50K
15
grants
$50–250K
7
grants
$250K–1M
1
grants
$1–5M—
$5M+—

Geographic Focus

10 states

Missouri
$1.4M
72% of total
Illinois
$358K
18% of total
California
$47K
2% of total
District of Columbia
$32K
2% of total
New York
$28K
1% of total
Virginia
$25K
1% of total
Maryland
$20K
1% of total
Minnesota
$10K
1% of total
Georgia
$10K
1% of total
Massachusetts
$8K
0% of total

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