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· Private foundation

Charles Foundation Charitable Tr

Its FY2025 filing reports that it accepted unsolicited grant applications.

$500k
Granted FY2025still arriving
17
Grants FY2025still arriving
8
States reached
$385k
Largest
01What it funds
0199% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2025.

Religion$1.9MEducation$623kHousing & Shelter$115kFood & Nutrition$40kInternational$31kArts & Culture$20kHuman Services$14kCivil Rights$13kOther$0
02FY2025 · 17 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k13 grants · $45k
  • $10k–50k2 grants · $20k
  • $50k–250k1 grant · $50k
  • $250k+1 grant · $385k
$5,000
Median grant
8
States reached
$7.6M
Total assets
Largest grants
RecipientAmount
SOCIETY OF THE SACRED HEART- DUCHESNE$385,000
SOCIETY OF THE SACRED HEART GRAND COTEAU$50,000
ANGELA HOUSE$10,000
ST CECILA SCHOOL AND ACADEMY$10,000
UNITED WAY OF GREATER ST LOUIS$5,000
OPERATION FOOD SEARCH INC$5,000
MCE SOCIAL CAPITAL$5,000
SOCIETY OF ST VINCENT DE PAUL OF STL$5,000
BETHLEHEM UNIVERSITY FOUNDATION$5,000
INTERN'L INSTITUTE OF METRO ST LOUIS$5,000
AMERICAN FRIENDS OF NEVE SHALOM-$3,000
GRAMEEN FOUNDATION$2,000
MARY'S PENCE$2,000
CARE-COOPERATIVE ASSISTANCE RELIEF EVERY$2,000
BREAD FOR THE WORLD INSTITUTE$2,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY19–25) land where the poverty rate runs at 19%, against an area that typically sits at 11%. 95% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%MCE SOCIAL CAPITAL: $5k → 10%SOCIETY OF THE SACRED HEART - SOPHIE'S: $25k → 11%ST MADELEINE SOPHIES: $23k → 14%BETHLEHEM UNIVERSITY FOUNDATION: $5k → 17%MEXICAN AMERICAN CATHOLIC COLLEGE: $23k → 16%ANGELA HOUSE: $10k → 16%ARISE: $23k → 27%OLD ST FERDINAND SHRINE: $20k → 11%UNITED WAY OF GREATER ST LOUIS: $5k → 21%SOCIETY OF THE SACRED HEART -PROVINICIAL: $268k → 14%CATHOLIC CHARITIES USA: $5k → 9%BETHLEHEM UNIVERSITY FOUNDATION: $5k → 11%ST MADELEINE SOPHIE'S TRAINING CENTER: $10k → 11%BETHLEHEM UNIVERSITY FOUNDATION: $5k → 17%OPERATION FOOD SEARCH INC: $5k → 11%INTERN'L INSTITUTE OF METRO ST LOUIS: $5k → 21%NETWORK OF SACRED HEARTS SCHOOLS: $10k → 14%CATHOLIC CHARITIES USA: $5k → 9%ST MATTHEW THE APOSTLE CHURCH: $20k → 21%JOSEPHINUM ACADEMY: $50k → 14%SOCIETY OF THE SACRED HEART- DUCHESNE: $385k → 21%JOSEPHINUM Academy: $30k → 14%SOCIETY OF THE SACRED HEART: $243k → 21%JOSEPHINUM Academy: $10k → 14%SOCIETY OF THE SACRED HEART- PHILIPPINE: $155k → 21%SOCIETY OF THE SACRED HEART GRAND COTEAU: $150k → 21%SOCIEITY OF THE SACRED HEART: $105k → 21%SOCIEITY OF THE SACRED HEART: $100k → 21%SOCIEITY OF THE SACRED HEART: $100k → 21%SOCIETY OF THE SACRED HEART PROVINCIAL: $98k → 21%SOCIEITY OF THE SACRED HEART: $55k → 21%SOCIEITY OF THE SACRED HEART: $55k → 21%SOCIETY OF THE SACRED HEART GRAND COTEAU: $50k → 21%SOCIETY OF THE SACRED HEART GRAND COTEAU: $50k → 21%SOCIETY OF THE SACRED HEART- DUCHESNE: $50k → 21%SOCIETY OF THE SACRED HEART- PHILIPPINE: $50k → 21%SOCIETY OF THE SACRED HEART GRAND COTEAU: $50k → 21%SOCIETY OF THE SACRED HEART PROVINCIAL: $50k → 21%SOCIETY OF THE SACRED HEART GRAND COTEAU: $50k → 21%SOCIEITY OF THE SACRED HEART: $50k → 21%SOCIEITY OF THE SACRED HEART: $50k → 21%SOCIETY OF THE SACRED HEART- DUCHESNE: $50k → 21%SOCIETY OF THE SACRED HEART-CONSECRATED: $40k → 21%SOCIEITY OF THE SACRED HEART: $13k → 21%SOCIEITY OF THE SACRED HEART: $10k → 21%SOCIEITY OF THE SACRED HEART: $10k → 21%SOCIEITY OF THE SACRED HEART: $7k → 21%ST CECILA SCHOOL AND ACADEMY: $10k → 21%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

MN
IL
NY
MA
CA
MO
VA
MD
DC
GA
TX
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

73%of every dollar goes to organizations it has funded before.
$2.0M · 18 repeat orgs$753k to everyone else

18 repeat relationships: 10 still active in FY2025, 8 since wound down; 7 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

18
13

Total granted

$2.0M
$711k

Median revenue growth · since first grant

+6%
+21%

Still filing today

39%
23%

New vs renewed · share of each year

In FY2025, 92% of grant dollars renewed an existing relationship; $42k went to new ones.

50%100%’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’19’20’21’22’23’24’25
InternationalPhilanthropyArts & CultureCivil RightsFood & NutritionCommunity ImprovementOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • OF
    OPERATION FOOD SEARCH INC
    5× · 2021–2025 · $25k · revenue +2%
  • UU
    UNRWA USA NATIONAL COMMITTEE INC
    3× · 2021–2024 · $15k · revenue +626%
  • BF
    Bread for the World Institute
    5× · 2020–2025 · $13k · revenue +44%

Funded once

  • SO
    SOCIETY OF THE SACRED HEART -PROVINICIAL
    one grant, 2024 · $268k
  • SO
    SOCIETY OF THE SACRED HEART UNITED STATES CANADA PROVINCE INC
    one grant, 2023 · $243k
  • SO
    SOCIETY OF THE SACRED HEART-CONSECRATED
    one grant, 2024 · $40k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Partners in Food Solutions

Improve the food value chain in developing countries by mobilizing corporate volunteers to share knowledge and expertise with small and growing food processors.

International
2
Mercy Health

Mercy Health will provide assistance, support and direction to all of the health care institutions and activities operated and maintained by its Subsidiaries. The mission of Mercy Health in performing these activities shall be to provide a…

—
3
International Development Enterprises

See schedule o for a more detailed description of ide's mission statement and achievements.

International
4
Midwest Dairy Association

Midwest dairy works with others to give consumers an excellent dairy experience increasing sales, fostering innovation, and inspiring consumer confidence of dairy products and practices.

—
5
Multinational Exchange for Sustainable a Mesa andor Mesa Inc

MESA connects and cultivates sustainable farmers and food systems leaders around the world.

Education
6
The Global FoodBanking Network

To nourish the world's hungry through uniting and advancing food banks.

International
7
International Women's Forum Inc

The mission of the international women's forum is to advance women's leadership worldwide. iwf takes direct action to achieve our mission in three important ways. connect: our convenings provide networking and cutting-edge content…

Education
8
The Food Bank for Central & Northeast Missouri

The food bank for central & northeast missouri is a regional disaster and hunger relief network that acquires and distributes millions of meals each year to help neighbors get the food they need to thrive. (continued on schedule o)the…

Food & Nutrition
9
Women's Foodservice Forum

Accelerate the advancement of women leaders in the food industry. we believe in limitless opportunity for all women.

Food & Nutrition
10
Ie New York College

(see schedule o)

Education
11
Micronutrient Forum

To promote alignment and collective action on vitamins, minerals, and other nutrients across sectors by bridging nutrition science, policy, programs, and responsible business practices for health and well-being.

Education
12
Franciscan Community Benefit Services

MISSION - TO celebrate life and serve with joy. Vision - to provide access to Catholic high schools and offer programs for higher education and career readiness for young women from the Chicago area.

Religion
How this is measured
The grantee most central to the portfolio’s shape is Operation Food Search Inc; the most unlike its peers is Friends of Old St Ferdinand Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

13 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, not grant rows in a single year, so this will not match the grant count on the cover. 13 of the 38 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
13/13
Grantees still filing
9/13
Grew since first funded

Where the money sits, by cause and then by grantee

SOCIEITY OF THE SACRED HEART: $555,000 · OtherSOCIEITY OF THE SACRED HEARTSOCIETY OF THE SACRED HEART- DUCHESNE: $485,000 · OtherSOCIETY OF THE SACRED HEART- DUCHESNESOCIETY OF THE SACRED HEART GRAND COTEAU: $350,000 · OtherSOCIETY OF THE SACRED HEART GRAND COTEAUSOCIETY OF THE SACRED HEART -PROVINICIAL: $268,000 · OtherSOCIETY OF THE SACRED HEART -PROVINICIALSOCIETY OF THE SACRED HEART UNITED STATES CANADA PROVINCE INC: $243,000 · OtherSOCIETY OF THE SACRED HEART UNITED STATES CANADA PROVINCE INCSOCIETY OF THE SACRED HEART- PHILIPPINE: $205,000 · OtherSOCIETY OF THE SACRED HEART- PHILIPPINESOCIETY OF THE SACRED HEART PROVINCIAL: $148,000 · OtherSOCIETY OF THE SACRED HEART PROVINCIALJOSEPHINUM ACADEMY: $90,000 · Other+18 more: $274,000 · Other+18 moreMexican American Catholic College Inc: $23,000 · Arts & CultureFriends of Old St Ferdinand Inc: $20,000 · Arts & CultureUNRWA USA NATIONAL COMMITTEE INC: $15,000 · InternationalBread for the World Institute: $13,000 · InternationalOXFAM-AMERICA INC: $10,000 · InternationalGRAMEEN FOUNDATION USA: $4,000 · InternationalOPERATION FOOD SEARCH INC: $25,000 · Food & NutritionMARY'S PENCE: $13,000 · Civil RightsUNITED WAY OF GREATER ST LOUIS INC: $5,000 · PhilanthropyFREEDOM FROM HUNGER: $5,000 · PhilanthropyWELCOME NEIGHBOR STL: $2,000 · PhilanthropyMCE SOCIAL CAPITAL: $5,000 · Community Improvement
Other$2,618,000Arts & Culture$43,000International$42,000Food & Nutrition$25,000Civil Rights$13,000Philanthropy$12,000Community Improvement$5,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetOPERATION FOOD SEARCH INC: $25,000 over 5y, 0.0% of budgetMexican American Catholic College Inc: $23,000 over 1y, 0.8% of budgetFriends of Old St Ferdinand Inc: $20,000 over 1y, 5.3% of budgetUNRWA USA NATIONAL COMMITTEE INC: $15,000 over 3y, 0.1% of budgetBread for the World Institute: $13,000 over 5y, 0.1% of budgetMARY'S PENCE: $13,000 over 7y, 0.4% of budgetSt Madeleine Sophies Center Inc: $10,000 over 1y, 0.1% of budgetOXFAM-AMERICA INC: $10,000 over 5y, 0.0% of budgetUNITED WAY OF GREATER ST LOUIS INC: $5,000 over 1y, 0.0% of budgetFREEDOM FROM HUNGER: $5,000 over 3y, 0.4% of budgetGRAMEEN FOUNDATION USA: $4,000 over 2y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds OPERATION FOOD SEARCH INC ↗
  • Who funds Mexican American Catholic College Inc ↗
  • Who funds Friends of Old St Ferdinand Inc ↗
  • Who funds UNRWA USA NATIONAL COMMITTEE INC ↗
  • Who funds Bread for the World Institute ↗
  • Who funds MARY'S PENCE ↗
  • Who funds St Madeleine Sophies Center Inc ↗
  • Who funds OXFAM-AMERICA INC ↗
  • Who funds UNITED WAY OF GREATER ST LOUIS INC ↗
  • Who funds MCE SOCIAL CAPITAL ↗
  • Who funds FREEDOM FROM HUNGER ↗
  • Who funds GRAMEEN FOUNDATION USA ↗
  • Who funds WELCOME NEIGHBOR STL ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Morgan Stanley Global Impact Funding Trust IncIN9.1× affinity5 shared granteesties to 6 of 6Hover any node to trace its alignments.Compare side by side →

Open a dossier: Morgan Stanley Global Impact Funding Trust Inc · Vanguard Charitable Endowment Program · National Philanthropic Trust · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Charles Foundation Charitable Tr funds: left to right is the share of its income from government, bottom to top the share from Charles Foundation Charitable Tr. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%3%6%10%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →median 0%
  • Oxfam-America Inc: 0% of income from government
no gov moneyreceives it· size = income
0get no government money at all
1report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–5%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Charles Foundation Charitable Tr?

Find your warmest path to Charles Foundation Charitable Tr through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 38 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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