Earle P Charlton Jr-charlton Mem is a private foundation focused on Health, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.5M in total assets. In 2024, it awarded 1 grants totaling $586K. Net investment income was $838K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$9.5M
+2.1% YoY
Annual Giving
$586K
+33.7% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$586K
+33.7% YoY
Under IRS private-foundation payout rules, Earle P Charlton Jr-charlton Mem reported a distributable amount of $655K for 2024 — the minimum it must pay out in qualifying distributions.
About Earle P Charlton Jr-charlton Mem
Based on IRS filings
Earle P Charlton Jr-charlton Mem is a private foundation focused on Health, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.5M in total assets. In 2024, it awarded 1 grants totaling $586K. Net investment income was $838K.
Focus Areas
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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 | $9,493,872 | $9,301,208 | $9,308,184 |
| Revenue | $922,926 | $565,712 | $308,396 |
| Expenses | $732,193 | $570,253 | $809,867 |
| Qualifying Distributions | $639,976 | $485,882 | $718,566 |
| Net Investment Income | $837,705 | $488,042 | $233,079 |
| Distributable Amount | $654,602 | $586,777 | $593,884 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Southcoast Health Systems Inc ($586,420).
| Recipient | Purpose | Amount |
|---|---|---|
| SOUTHCOAST HEALTH SYSTEMS INC FALL RIVER, MA | UNRESTRICTED GENERAL | $586,420 |
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 | $120,233 |
| MICHAEL GARFIELD | CO-TRUSTEE | 1 | $6,047 |
| STACEY CHARLETON | CO-TRUSTEE | 1 | $6,047 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Earle P Charlton Jr-charlton Mem?
Earle P Charlton Jr-charlton Mem is a private foundation focused on Health, based in DALLAS, TX. It holds $9.5M in total assets as of 2024.
How large is Earle P Charlton Jr-charlton Mem?
As of 2024, Earle P Charlton Jr-charlton Mem holds $9.5M in total assets with $923K in annual revenue. It awarded 1 grants totaling $586K in 2024.
Where does Earle P Charlton Jr-charlton Mem operate?
Earle P Charlton Jr-charlton Mem has awarded grants in Massachusetts.
What size grants does Earle P Charlton Jr-charlton Mem award?
In 2024, Earle P Charlton Jr-charlton Mem awarded 1 grants totaling $586K — an average of about $586K per grant, based on its IRS Form 990 filings.
How much is Earle P Charlton Jr-charlton Mem required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Earle P Charlton Jr-charlton Mem reported a distributable amount of $655K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Earle P Charlton Jr-charlton Mem's EIN?
Earle P Charlton Jr-charlton Mem's EIN (Employer Identification Number) is 04-6334411. 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.