Charlton Foundation Inc

Private foundation · Grantmaker Vero Beach, FL EIN: 85-3789652

Charlton Foundation Inc is a private foundation, based in Vero Beach, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $58K in total assets. In 2024, it awarded 9 grants totaling $33K. Net investment income was $4K.

Charlton Foundation Inc at a glance

In short: Charlton Foundation Inc gave $33K across 9 grants in 2024 (avg $4K), top state North Carolina. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$33,000
-14.3% vs 2023
Grants made (2024)
9
-25.0% vs 2023
Average grant
$3,667
+14.3% vs 2023
Median grant
$2,500
Total assets
$57,918
-37.0% vs 2023
Primary geography
North Carolina (30% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Charlton Foundation Inc funds

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

Southern Documentary Fund: $10KSouthern Documentary Fund$10KBucknell University: $10KBucknell University$10KKempersports: $3KKempersports$3KA Safe Place Inc: $3KA Safe Place Inc$3KVero Beach Rowing: $3KVero Beach Rowing$3KSenior Resource Association: $3KSenior Resource Association$3KTunnels to Towers: $1KTunnels to Towers$1KCovenant House New Jersey: $1KCovenant House New Jersey$1KD&R Greenway Land Trust: $1KD&R Greenway Land Trust$1K

The largest 2024 recipient was Southern Documentary Fund ($10K). Together the top 9 received $33K.

Grant Size Distribution

33 grants across all recorded years

32<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 32 grants of 33 (97%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Share of 2024 grant dollars across all 9 itemized grants.

Cities

New YorkVero BeachPortlandSiasconsetStuartLewisburgNewarkBrewsterBronxDurhamMountainsideNantucketNewtownPrncetonSelinsgrooveStaten IslandWilliamstown

How Charlton Foundation Inc gives

  • Giving fell 53% from 2021 to 2024. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K4 grants2020 4 grants2021 4 grants2022 12 grants2023 9 grants2024

From 2020 to 2024, annual grant giving ranged from $25K (2022) to $70K (2021). In 2024 it made 9 grants totaling $33K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Southern Documentary Fund Durham, NCUnrestricted$10,000
Bucknell University Lewisburg, PAUnrestricted$10,000
Kempersports Mountainside, NJUnrestricted$2,500
A Safe Place Inc Nantucket, MAUnrestricted$2,500
Vero Beach Rowing Vero Beach, FLUnrestricted$2,500
Senior Resource Association Vero Beach, FLUnrestricted$2,500
Tunnels to Towers Staten Island, NYUnrestricted$1,000
Covenant House New Jersey Newark, NJUnrestricted$1,000
D&R Greenway Land Trust Prnceton, NJUnrestricted$1,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment Income
2024$57,918$4,050$33,000$33,0009$33,000$4,050
2023$91,869$5,870$41,466$38,50012$38,500$2,904
2022$149,465$-20,089$26,616$25,0004$25,000$7,968
2021$149,320$29,918$70,000$70,0004$70,000$29,918
2020$215,001$255,001$40,000$35,0004—$1

Leadership & Key People

Officers and directors from IRS filings

Charlton Foundation Inc is led by William Charlton, President on every filing since 2020; none of the 4 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • William Charlton

    President

    On filings since 2020

    5 hrs/week

    No compensation reported

  • Amanda Cilo

    Vice President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Elizabeth Whitworth

    Vice President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Matthew Charlton

    Vice President

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Charlton Foundation Inc

How much does Charlton Foundation Inc give each year?

Charlton Foundation Inc gave $33K across 9 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $39K across 12 grants.

What is Charlton Foundation Inc's typical grant size?

Charlton Foundation Inc's median grant in 2024 was $2,500, and its average grant was $3,667, across 9 grants on its 2024 IRS Form 990-PF.

Where does Charlton Foundation Inc give grants?

Charlton Foundation Inc's top state is North Carolina, with 30% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Pennsylvania (30%) and Florida (15%). The most frequent recipient cities were Vero Beach, FL (2 grants).

Does Charlton Foundation Inc give general operating support?

Yes: 100% of Charlton Foundation Inc's 2024 grants with a stated purpose (9 of 9) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are Charlton Foundation Inc's largest grantees?

Charlton Foundation Inc's largest 2024 grantees include Southern Documentary Fund ($10,000), Bucknell University ($10,000) and Kempersports ($2,500), according to its 2024 IRS Form 990-PF. Together they received 68% of its itemized 2024 grant dollars.

How large is Charlton Foundation Inc?

Charlton Foundation Inc reported $58K in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $4K.

What is Charlton Foundation Inc's EIN?

Charlton Foundation Inc's EIN (Employer Identification Number) is 85-3789652. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Charlton Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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