Earle P Charlton Jr Charity Fund
Earle P Charlton Jr Charity Fund is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.0M in total assets. In 2024, it awarded 6 grants totaling $368K. Net investment income was $689K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$7.0M
+3.4% YoY
Annual Giving
$368K
-4.9% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$61K
-4.9% YoY
Under IRS private-foundation payout rules, Earle P Charlton Jr Charity Fund reported a distributable amount of $500K for 2024 — the minimum it must pay out in qualifying distributions.
About Earle P Charlton Jr Charity Fund
Based on IRS filings
Earle P Charlton Jr Charity Fund is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.0M in total assets. In 2024, it awarded 6 grants totaling $368K. Net investment income was $689K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $7,025,790 | $6,794,265 | $6,843,153 |
| Revenue | $774,016 | $493,639 | $234,876 |
| Expenses | $542,821 | $541,760 | $607,252 |
| Qualifying Distributions | $449,939 | $459,775 | $509,403 |
| Net Investment Income | $688,931 | $408,700 | $156,472 |
| Distributable Amount | $499,706 | $443,787 | $457,893 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
24 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Stanley Street Treatment ($150,000), Argosy Collegiate Charter School Fnd ($112,000), Ymca Southcoast ($80,000).
| Recipient | Purpose | Amount |
|---|---|---|
| STANLEY STREET TREATMENT FALL RIVER, MA | UNRESTRICTED GENERAL | $150,000 |
| MA MARITIME ACADEMY FOUNDATION BUZZARDS BAY, MA | SENIOR CADET PROJECT | $3,000 |
| YMCA SOUTHCOAST NEW BEDFORD, MA | UNRESTRICTED GENERAL | $80,000 |
| JUSTICE RESOURCE INSTITUTE INC NEEDHAM HEIGHTS, MA | UNRESTRICTED GENERAL | $10,000 |
| ARGOSY COLLEGIATE CHARTER SCHOOL FND FALL RIVER, MA | UNRESTRICTED GENERAL | $112,000 |
| ENTREPRENEURSHIP FOR ALL INC LOWELL, MA | UNRESTRICTED GENERAL | $13,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $97,473 |
| MICHAEL GARFIELD | CO-TTEE | 1 | $12,369 |
| STACEY CHARLTON | CO-TTEE | 1 | $12,369 |
| AUGUSTA HAYDOCK | CO-TTEE | 1 | $12,369 |
Frequently Asked Questions
How large is Earle P Charlton Jr Charity Fund?
As of 2024, Earle P Charlton Jr Charity Fund holds $7.0M in total assets with $774K in annual revenue. It awarded 6 grants totaling $368K in 2024.
Where does Earle P Charlton Jr Charity Fund operate?
Earle P Charlton Jr Charity Fund has awarded grants in Massachusetts.
What size grants does Earle P Charlton Jr Charity Fund award?
In 2024, Earle P Charlton Jr Charity Fund awarded 6 grants totaling $368K — an average of about $61K per grant, based on its IRS Form 990 filings.
How much is Earle P Charlton Jr Charity Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Earle P Charlton Jr Charity Fund reported a distributable amount of $500K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Earle P Charlton Jr Charity Fund's EIN?
Earle P Charlton Jr Charity Fund's EIN (Employer Identification Number) is 04-6334412. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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