Charlton Foundation Inc
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
The largest 2024 recipient was Southern Documentary Fund ($10K). Together the top 9 received $33K.
Grant Size Distribution
33 grants across all recorded years
The most common grant size was under $50K: 32 grants of 33 (97%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 9 itemized grants.
Cities
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
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
| Recipient | Purpose | Amount |
|---|---|---|
| Southern Documentary Fund Durham, NC | Unrestricted | $10,000 |
| Bucknell University Lewisburg, PA | Unrestricted | $10,000 |
| Kempersports Mountainside, NJ | Unrestricted | $2,500 |
| A Safe Place Inc Nantucket, MA | Unrestricted | $2,500 |
| Vero Beach Rowing Vero Beach, FL | Unrestricted | $2,500 |
| Senior Resource Association Vero Beach, FL | Unrestricted | $2,500 |
| Tunnels to Towers Staten Island, NY | Unrestricted | $1,000 |
| Covenant House New Jersey Newark, NJ | Unrestricted | $1,000 |
| D&R Greenway Land Trust Prnceton, NJ | Unrestricted | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income |
|---|---|---|---|---|---|---|---|
| 2024 | $57,918 | $4,050 | $33,000 | $33,000 | 9 | $33,000 | $4,050 |
| 2023 | $91,869 | $5,870 | $41,466 | $38,500 | 12 | $38,500 | $2,904 |
| 2022 | $149,465 | $-20,089 | $26,616 | $25,000 | 4 | $25,000 | $7,968 |
| 2021 | $149,320 | $29,918 | $70,000 | $70,000 | 4 | $70,000 | $29,918 |
| 2020 | $215,001 | $255,001 | $40,000 | $35,000 | 4 | — | $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
- IRS filings on file for fiscal years 2020–2024
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