Earle P Charlton Jr Charity Fund

Private foundation · Grantmaker Dallas, TX EIN: 04-6334412

Earle P Charlton Jr Charity Fund is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $7.5M in total assets. In 2025, it awarded 3 grants totaling $417K. Net investment income was $1.0M.

Key facts about Earle P Charlton Jr Charity Fund

In short: Earle P Charlton Jr Charity Fund gave $417K across 3 grants in 2025 (avg $139K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
04-6334412
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$417,000
Grants made (2025)
3
Average grant
$139,000
Median grant
$102,000
Total assets
$7,523,628
Primary geography
Massachusetts (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$7.5M

+7.1% YoY

Annual Giving

$417K

+13.3% YoY

Grant Count

3

-50.0% YoY

Avg Grant Size

$139K

+126.6% YoY

Under IRS private-foundation payout rules, Earle P Charlton Jr Charity Fund reported a distributable amount of $522K for 2025 — the minimum it must pay out in qualifying distributions.

How Earle P Charlton Jr Charity Fund gives

  • Giving held roughly steady from 2022 to 2025 (−4%). Method
  • In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

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

Your AI grants department

Ready to take the next step with Earle P Charlton Jr Charity Fund?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 3 itemized grants.

Cities

Fall RiverLowellNew BedfordNeedham HeightsBuzzards BayHyannisNeedham

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K4 grants2019 4 grants2020 5 grants2021 3 grants2022 6 grants2023 6 grants2024 3 grants2025

From 2019 to 2025, annual grant giving ranged from $340K (2019) to $435K (2022). In 2025 it made 3 grants totaling $417K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Veterans Assoc of Bristol County: $300KVeterans Assoc of BristolCounty$300KFall River Historical Society: $102KFall River Historical Society$102KYMCA Southcoast: $15KYMCA Southcoast$15K

The largest 2025 recipient was Veterans Assoc of Bristol County ($300K). Together the top 3 received $417K.

Grant Size Distribution

23 grants across all recorded years

11<$50K4$50–100K6$100–250K2$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 11 grants of 23 (48%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Veterans Assoc of Bristol County Fall River, MAEquipped Commercial Kitchen$300,000
Fall River Historical Society Fall River, MAUnrestricted General$102,000
YMCA Southcoast New Bedford, MAUnrestricted General$15,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$7,523,628$7,025,790$6,794,265
Revenue$1,097,618$774,016$493,639
Expenses$599,416$542,821$541,760
Qualifying Distributions$502,590$449,939$459,775
Net Investment Income$1,007,273$688,931$408,700
Distributable Amount$522,478$499,706$443,787

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS April 23, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 31, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)

Leadership & Key People

Officers and directors from IRS filings

Earle P Charlton Jr Charity Fund's 2025 filing lists 4 officers; all 4 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2019

    1 hr/week

    $81K (2019) → $102K (2025)

  • Augusta Haydock

    Co-Ttee

    On filings since 2019

    1 hr/week

    $10K (2019) → $13K (2025)

  • Michael Garfield

    Co-Ttee

    On filings since 2019

    1 hr/week

    $10K (2019) → $13K (2025)

  • Stacey Charlton

    Co-Ttee

    On filings since 2019

    1 hr/week

    $10K (2019) → $13K (2025)

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of America — Trustee: $102KBank of AmericaTrustee$102KMichael Garfield — Co-Ttee: $13KMichael GarfieldCo-Ttee$13KStacey Charlton — Co-Ttee: $13KStacey CharltonCo-Ttee$13KAugusta Haydock — Co-Ttee: $13KAugusta HaydockCo-Ttee$13K

The highest reported compensation on the 2025 filing was $102K, to Bank of America (Trustee). 4 officers or directors reported compensation on that filing.

Frequently asked questions about Earle P Charlton Jr Charity Fund

How much does Earle P Charlton Jr Charity Fund give each year?

Earle P Charlton Jr Charity Fund gave $417K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $368K across 6 grants.

What is Earle P Charlton Jr Charity Fund's typical grant size?

Earle P Charlton Jr Charity Fund's median grant in 2025 was $102,000, and its average grant was $139,000, across 3 grants on its 2025 IRS Form 990-PF.

Where does Earle P Charlton Jr Charity Fund give grants?

Earle P Charlton Jr Charity Fund gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Fall River, MA (2 grants).

Does Earle P Charlton Jr Charity Fund give general operating support?

Yes: 67% of Earle P Charlton Jr Charity Fund's 2025 grants with a stated purpose (2 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Earle P Charlton Jr Charity Fund?

Earle P Charlton Jr Charity Fund reported $7.5M in total assets on its 2025 IRS Form 990-PF. It paid out $503K in qualifying distributions that year, against a required minimum of $522K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

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 2019–2025.

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

Your AI grants department

Here's the math on researching Earle P Charlton Jr Charity Fund by hand.

Explore Open Grants

Browse active grant opportunities in Earle P Charlton Jr Charity Fund's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Liberty Mutual Foundation Inc

Boston, MA

Liberty Mutual Foundation funds basic needs such as food and shelter, education and workforce development, and climate and community infrastructure, including homelessness and community preparedness programs. Its 2024 grants had a median of $35,000, and most funding supports organizations or programs serving the Boston area, though it also gives elsewhere. It accepts unsolicited online requests on a rolling basis, with no submission deadlines.

Philanthropy, Voluntarism & Grantmaking

Assets

$46.1M

Grants

706

Total Given

$50.6M

Richard & Susan Smith Family Foundation

Newton, MA

The Richard & Susan Smith Family Foundation funds health, medical research, education, economic security, community needs, and Jewish causes, primarily for organizations serving Greater Boston and specified Eastern Massachusetts communities. Its 2025 grants ranged from $100 to $1.5 million, with a median of about $35,600; its Small Capital Grants program offers $25,000 to $100,000. Capital grants accept applications, while health, education, Jewish giving, and medical research grants are invitation-only.

Assets

$302.9M

Grants

137

Total Given

$15.6M

Grimshaw-Gudewicz Charitable Foundation A Shabshelowitz Co-Trustee

Fall River, MA

The foundation funds arts, education—particularly business and entrepreneurial skills—healthcare, and local-culture preservation, mainly in Bristol County, Massachusetts, nearby Rhode Island, Peterborough, New Hampshire, and surrounding areas. Its 2025 grants ranged from $500 to $150,000, with a median of $5,000. It invites requests by letter to Jason Marshall; no deadline is listed.

Philanthropy, Voluntarism & Grantmaking

Assets

$28.1M

Grants

85

Total Given

$1.5M

Eastern Bank Foundation

Wakefield, MA

Eastern Bank Foundation supports economic inclusion and mobility, including small businesses, early childhood development, affordable housing, and workforce development. Its 2025 grants ranged from $50 to $2,002,500, with a median of $2,500, primarily in Massachusetts and also in New Hampshire and Rhode Island. It accepts online applications and does not limit giving to preselected organizations.

Assets

$266.7M

Grants

1,786

Total Given

$19.0M

Bristol County Savings Charitable

Taunton, MA

Bristol County Savings Charitable funds 501(c)(3) nonprofits working in education and literacy, economic development, affordable housing, and critical needs in communities across Bristol County, Massachusetts, and Providence County, Rhode Island. Its current program lists awards up to $10,000; 2025 grants had a median of $5,000. It accepts applications through its grant process, and giving is not limited to preselected organizations.

Philanthropy, Voluntarism & Grantmaking

Assets

$24.5M

Grants

289

Total Given

$3.2M

The Amy J Bare Charitable Trust

Tiverton, RI

The Amy J Bare Charitable Trust supports a range of charitable causes, including children and families, health, education, youth employment, animal rescue, and land conservation, with most 2025 grant dollars going to organizations in Massachusetts and Rhode Island. Its 2025 grants ranged from $1,000 to $8,500, with a median of $2,500. It funds only preselected organizations and does not accept unsolicited requests.

Human Services

Assets

$1.7M

Grants

29

Total Given

$85K

The Rhode Island Community Foundation

Providence, RI

The Rhode Island Community Foundation funds nonprofits and community efforts in areas including education, arts and culture, housing, health, climate action, and economic mobility. Its 2024 grants had a median of about $23,940, with giving concentrated in Rhode Island; the profile does not state whether it accepts unsolicited requests.

Assets

$1.3B

Grants

977

Total Given

$72.0M

Boston Foundation Inc

Boston, MA

The Boston Foundation funds nonprofits and community initiatives focused on equity and opportunity, including child well-being, economic opportunity, community wealth, and community leadership, primarily in Greater Boston. Its 2025 grants had a median of $25,000, while specific programs offer amounts such as $50,000; whether it accepts unsolicited requests is not stated.

Assets

$2.1B

Grants

2,375

Total Given

$228.4M

Ida S Charlton Charity FD Uw

Dallas, TX

Assets

$2.5M

Grants

6

Total Given

$135K

Communities Foundation of Texas Inc

Dallas, TX

Communities Foundation of Texas funds a broad range of community needs, including health, education, housing, and community development, primarily in North Texas and across Texas. Its 2025 grants had a median of about $18,800, though amounts varied widely; nearly all opportunities are by invitation, with some specific programs open for applications.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.2B

Grants

2,209

Total Given

$209.2M

Greater Houston Community Foundation

Houston, TX

The Foundation makes grants through donor-advised and other donor-established funds for public benefit, human services, education, and health, including initiatives addressing economic mobility and poverty in Harris County. In 2024, its median grant was $25,000; it serves Greater Houston, while grants also go to recipients elsewhere in Texas and beyond. It does not accept proposals for the upcoming High-Impact Grantmaking cycle and plans to invite selected organizations or collaboratives to apply.

Assets

$1.1B

Grants

1,724

Total Given

$232.3M

More Funders in Texas

Earle P Charlton Jr Charity Fund down — hundreds of funders to go?

Want AI to do this for you?