Civic Intelligence

Charles Foundation Charitable Tr

990PF • Fiscal year 2025 • EIN 43-6801942

Jan 01, 2025 to Dec 31, 2025

PO Box 653067Dallas, TX 75265-3067

(888) 866-3275

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$79,322

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,565,489Liabilities 2011: $02011Assets 2012: $4,730,650Liabilities 2012: $02012Assets 2013: $5,536,978Liabilities 2013: $02013Assets 2014: $5,391,655Liabilities 2014: $02014Assets 2015: $5,747,617Liabilities 2015: $02015Assets 2019: $6,446,762Liabilities 2019: $0Net Assets 2019: $6,446,7622019Assets 2020: $6,487,413Liabilities 2020: $0Net Assets 2020: $6,487,4132020Assets 2021: $6,889,535Liabilities 2021: $0Net Assets 2021: $6,889,5352021Assets 2022: $7,079,071Liabilities 2022: $12022Assets 2023: $7,140,841Liabilities 2023: $12023

Latest loaded filing

2023

Assets$7,140,841
Liabilities$1
Net Assets-

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $461,888Expenses 2011: $247,744Net Income 2011: $214,1442011Revenue 2012: $474,584Expenses 2012: $309,482Net Income 2012: $165,1022012Revenue 2013: $1,001,343Expenses 2013: $194,645Net Income 2013: $806,6982013Revenue 2014: $189,136Expenses 2014: $334,417Net Income 2014: -$145,2812014Revenue 2015: $719,861Expenses 2015: $363,667Net Income 2015: $356,1942015Revenue 2019: $812,751Expenses 2019: $367,254Net Income 2019: $445,4972019Revenue 2020: $521,468Expenses 2020: $477,810Net Income 2020: $43,6582020Revenue 2021: $891,603Expenses 2021: $488,738Net Income 2021: $402,8652021Revenue 2022: $525,882Expenses 2022: $334,925Net Income 2022: $190,9572022Revenue 2023: $579,043Expenses 2023: $515,063Net Income 2023: $63,9802023

Latest loaded filing

2023

Revenue$579,043
Expenses$515,063
Net Income$63,980
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 20, 2026
Return Version
2025v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$79,322-$79,322
C OSIEKTrustee-$0--
S HAMMONDTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSOCIETY OF THE SACRED HEART- DUCHESNEPHILIPPINE SOCIETY OF THE-ST LOUIS, MO, US$385,000
Paid GrantSOCIETY OF THE SACRED HEART GRAND COTEAUGRAND COTEAU SCHOLARSHIPS-ST LOUIS, MO, US$50,000
Paid GrantANGELA HOUSEUNRESTRICTED GENERAL-HOUSTON, TX, US$10,000
Paid GrantST CECILA SCHOOL AND ACADEMYUNRESTRICTED GENERAL-ST LOUIS, MO, US$10,000
Paid GrantMCE SOCIAL CAPITALUNRESTRICTED GENERAL-SAN FRANCISCO, CA, US$5,000
Paid GrantBETHLEHEM UNIVERSITY FOUNDATIONUNRESTRICTED GENERAL-BELTSVILLE, MD, US$5,000
Paid GrantINTERN'L INSTITUTE OF METRO ST LOUISUNRESTRICTED GENERAL-ST LOUIS, MO, US$5,000
Paid GrantSOCIETY OF ST VINCENT DE PAUL OF STLUNRESTRICTED GENERAL-ST LOUIS, MO, US$5,000
Paid GrantUNITED WAY OF GREATER ST LOUISUNRESTRICTED GENERAL-ST LOUIS, MO, US$5,000
Paid GrantOPERATION FOOD SEARCH INCUNRESTRICTED GENERAL-ST LOUIS, MO, US$5,000
Paid GrantAMERICAN FRIENDS OF NEVE SHALOM- WAHAT AL-SALAMUNRESTRICTED GENERAL-SHERMAN OAKS, CA, US$3,000
Paid GrantCARE-COOPERATIVE ASSISTANCE RELIEF EVERYUNRESTRICTED GENERAL-ATLANTA, GA, US$2,000
Paid GrantOXFAM -AMERICA INCUNRESTRICTED GENERAL-BOSTON, MA, US$2,000
Paid GrantMARY'S PENCEUNRESTRICTED GENERAL-ST PAUL, MN, US$2,000
Paid GrantBREAD FOR THE WORLD INSTITUTEUNRESTRICTED GENERAL-WASHINGTON, DC, US$2,000
Paid GrantGRAMEEN FOUNDATIONUNRESTRICTED GENERAL-WASHINGTON, DC, US$2,000
Paid GrantWELCOME NEIGHBOR STLUNRESTRICTED GENERAL-ST LOUIS, MO, US$2,000
Filing and Contact Details

Filer

Filer Name
Charles Foundation Charitable Tr
EIN
43-6801942
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2026-04-20
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63592688105 METTLER-TOLEDO INTL
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