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· Private foundation

Milton Robt & Clara Char Tr Fdn

Its FY2025 filing reports that it accepted unsolicited grant applications.

$297k
Granted FY2025still arriving
10
Grants FY2025still arriving
1
States reached
$60k
Largest
01What it funds
0187% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2025.

Health$733kCommunity Improvement$280kHuman Services$275kHousing & Shelter$225kPublic Benefit$170kPhilanthropy$75kReligion$22kOther$0
02FY2025 · 10 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k1 grant · $5k
  • $10k–50k7 grants · $182k
  • $50k–250k2 grants · $110k
$30,000
Median grant
1
States reached
$5.2M
Total assets
Largest grants
RecipientAmount
LOGAN COMMUNITY RESOURCES INC$60,000
FOUNDATION CENTER HOSPICE PALLIATIVE CAR$50,000
HABITAT FOR HUMANITY INTERNATIONAL INC$45,000
SOUTH BEND HERITAGE FOUNDATION$35,000
NORTHEAST NEIGHBORHOOD REVITALIZATION OR$30,000
UNITED WAY OF ST JOSEPH COUNTY INC$25,000
Individual grant recipient$25,000
LIFE TREATMENT CENTERS INC$12,000
NEAR NORTHWEST NEIGHBORHOOD INC$10,000
CENTER FOR THE HOMELESS INC$5,000
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:

Its human-services grants (FY18–24, $275k) land where the poverty rate runs at 13%, against an area that typically sits at 12%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 12%REAL SERVICES INC: $75k → 13%REAL SERVICES INC: $50k → 13%REAL SERVICES INC: $50k → 13%REAL SERVICES INC: $50k → 13%REAL SERVICES INC: $30k → 13%REAL SERVICES INC: $20k → 13%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.
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.

94%of every dollar goes to organizations it has funded before.
$1.9M · 14 repeat orgs$117k to everyone else

14 repeat relationships: 8 still active in FY2025, 6 since wound down; 2 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

14
1

Total granted

$1.9M
$22k

Still filing today

64%
0%

New vs renewed · share of each year

In FY2025, 68% of grant dollars renewed an existing relationship; $95k went to new ones.

50%100%’18’20’21’22’23’24’25
RenewedFirst-time

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

’18’20’21’22’23’24’25
Human ServicesPhilanthropyHousing & ShelterCommunity ImprovementHealthOther
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

  • LC
    Logan Community Resources Inc
    7× · 2018–2025 · $616k · revenue +64%
  • RS
    REAL SERVICES INC
    6× · 2018–2024 · $275k · revenue +4%
  • UW
    UNITED WAY OF ST JOSEPH COUNTY INC
    3× · 2018–2025 · $75k · revenue +28%

Funded once

  • FO
    FOUNDATION OF SAINT JOSEPH
    one grant, 2018 · $22k
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
Habitat for Humanity International Wabash County Hfh

Wabash county habitat for humanity, inc. is a non-profit organization working in partnership with god and people everywhere, from all walks of life, to build decent, affordable housing.

—
2
St Joseph Residence Inc

St. joseph residence, a skilled nursing home, and marian heights apartments, a residential apartment facility, and trinity terrace & monarch meadows, a community-based residential facility sponsored by catholic health international. we…

—
3
Habitat for Humanity of Central Iowa Inc

Habitat for humanity of central iowa, inc. works in partnership with god and people everywhere, from all walks of life, to develop communities with god's people in need by building houses, so that there are decent houses in decent…

—
4
Habitat for Humanity of Southern Santa Barbara County

Habitat for humanity of southern santa barbara county is a local nonprofit that partners with people to build, repair, and purchase affordable homes; this work strengthens stability and self-reliance in southern santa barbaraand in…

—
5
St Lucie Habitat for Humanity Inc

Provide housing to low income families

—
6
Lifetime Housing Group Inc

Plan, coordinate and provide affordable housing to low-income individuals and families in Southeastern Indiana.

Food & Nutrition
7
Habitat for Humanity Serving Winona County

Seeking to put god's love into action, habitat for humanity brings people together to build homes, communities and hope to realize our vision of a world where everyone has a decent place to live. habitat for humanity serving winona county…

—
8
Habitat for Humanity of Sumner Coun

Seeking to put god's love into action, habitat for humanity brings people together to build homes, communities and hope to relive our vision of a world where everyone has a decent place to live. habitat for humanity of sumner county…

—
9
Rebound Inc

To create positive impact in housing and economic development, while helping families to have access to affordable, quality housing within our historic urban neighborhoods.

—
10
Habitat for Humanity for San Luis Obispo County

Seeking to put god's love into action, habitat for humanity for san luis obispo brings people together to build homes, communities, and hope.

—
11
Habitat for Humanity of Greater Baton Rouge Inc

Habitat for humanity of greater baton rouge builds and renovates houses in partnership with the community. we provide opportunities for families in need to purchase their own homes and improve their lives. we help build the community by…

—
12
Habitat for Humanity - Sanford Area

Seeking to put god's love into action, habitat for humanity brings people together to build homes, communities and hope to realize our vision of a world where everyone has a decent place to live. habitat for humanity of the sanford area,…

Housing & Shelter
How this is measured
The grantee most central to the portfolio’s shape is Habitat for Humanity of St Joseph County Inc; the most unlike its peers is Real Services 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

10 grantees tracked through their own filings, 2017–2025.

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 2025, not grant rows in a single year, so this will not match the grant count on the cover. 10 of the 17 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)
0
Early backer (in before they grew)
9/10
Grantees still filing
4/10
Grew since first funded

Where the money sits, by cause and then by grantee

Logan Community Resources Inc: $615,500 · OtherLogan Community Resources IncCITY OF SOUTH BEND: $170,000 · OtherCITY OF SOUTH BENDIndividual grant recipient: $149,500 · OtherIndividual grant recipientNORTHEAST NEIGHBORHOOD REVITALIZATION OR: $80,000 · OtherNORTHEAST NEIGHBORHOOD REVITALIZATION ORIndividual grant recipient: $75,000 · OtherIndividual grant recipientHABITAT FOR HUMANITY INC: $70,000 · OtherREBUILDING TOGETHER ST JOSEPH COUNTY INC: $50,000 · OtherFOUNDATION CENTER HOSPICE PALLIATIVE CAR: $50,000 · Other+4 more: $107,000 · Other+4 moreREAL SERVICES INC: $275,000 · Human ServicesREAL SERVICES I…SOUTH BEND HERITAGE FOUNDATION INC: $170,000 · Community ImprovementSOUTH BEN…UNITED WAY OF ST JOSEPH COUNTY INC: $75,000 · PhilanthropyLIFE TREATMENT CENTERS INC: $67,000 · HealthHABITAT FOR HUMANITY OF ST JOSEPH COUNTY INC: $50,000 · Housing & Shelter
Other$1,367,000Human Services$275,000Community Improvement$170,000Philanthropy$75,000Health$67,000Housing & Shelter$50,000

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

25%50%75%100%$1.0M$10Mgrantee revenue →↑ funder's share of their budgetLogan Community Resources Inc: $615,500 over 7y, 0.4% of budgetREAL SERVICES INC: $275,000 over 6y, 0.4% of budgetSOUTH BEND HERITAGE FOUNDATION INC: $170,000 over 4y, 1.0% of budgetUNITED WAY OF ST JOSEPH COUNTY INC: $75,000 over 3y, 0.9% of budgetLIFE TREATMENT CENTERS INC: $67,000 over 3y, 1.0% of budgetHABITAT FOR HUMANITY OF ST JOSEPH COUNTY INC: $50,000 over 2y, 0.4% of budgetREBUILDING TOGETHER ST JOSEPH COUNTY INC: $50,000 over 2y, 9.6% of budgetNEAR NORTHWEST NEIGHBORHOOD INC: $30,000 over 2y, 3.1% of budgetTHE CENTER FOR THE HOMELESS INC: $10,000 over 2y, 0.1% 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 Logan Community Resources Inc ↗
  • Who funds REAL SERVICES INC ↗
  • Who funds SOUTH BEND HERITAGE FOUNDATION INC ↗
  • Who funds UNITED WAY OF ST JOSEPH COUNTY INC ↗
  • Who funds HABITAT FOR HUMANITY INC ↗
  • Who funds LIFE TREATMENT CENTERS INC ↗
  • Who funds HABITAT FOR HUMANITY OF ST JOSEPH COUNTY INC ↗
  • Who funds REBUILDING TOGETHER ST JOSEPH COUNTY INC ↗
  • Who funds NEAR NORTHWEST NEIGHBORHOOD INC ↗
  • Who funds THE CENTER FOR THE HOMELESS INC ↗

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.

Judd Leighton Foundation IncIN22.1× affinity8 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Judd Leighton Foundation Inc · Community Foundation of St Joseph County Inc · Carroll F V Char Tr-Main · University of Notre Dame du Lac · Memorial Hospital of South Bend Inc · Clark Sa & Fp Mem Fd Irr Tua · United Way of St Joseph County Inc · 1st Source Bank Foundation Inc Xxx-Xx-Xxxx · Muessel Ellison Mem Irr Tua · Asante Foundation Inc · Bowsher the Booher Foundation · Fields Foundation Irr Tua

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 Milton Robt & Clara Char Tr Fdn funds: left to right is the share of its income from government, bottom to top the share from Milton Robt & Clara Char Tr Fdn. 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%6%13%19%25%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    6report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–25%
    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.

    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 17 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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