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 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
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
The most common grant size was under $50K: 11 grants of 23 (48%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Veterans Assoc of Bristol County Fall River, MA | Equipped Commercial Kitchen | $300,000 |
| Fall River Historical Society Fall River, MA | Unrestricted General | $102,000 |
| YMCA Southcoast New Bedford, MA | Unrestricted General | $15,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS April 23, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 31, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- 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
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.
Here's the math on researching Earle P Charlton Jr Charity Fund by hand.
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