Earle P Charlton Trust

Foundation · Grantmaker DALLAS, TX EIN: 04-6011911

Earle P Charlton Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.9M in total assets. In 2025, it awarded 1 grants totaling $159K. Net investment income was $154K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.9M

-0.3% YoY

Annual Giving

$159K

+17.1% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$159K

+17.1% YoY

Under IRS private-foundation payout rules, Earle P Charlton Trust reported a distributable amount of $167K for 2025 — the minimum it must pay out in qualifying distributions.

About Earle P Charlton Trust

Based on IRS filings

Earle P Charlton Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.9M in total assets. In 2025, it awarded 1 grants totaling $159K. Net investment income was $154K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Medford

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$160K$320K$480K$640K20212022202320242025
Metric202520242023
Total Assets$2,943,618$2,953,732$3,019,900
Revenue$181,515$138,093$-42,705
Expenses$203,818$175,356$158,094
Qualifying Distributions$175,781$151,270$123,222
Net Investment Income$154,409$107,449$38,219
Distributable Amount$166,975$155,177$145,097

Giving Over Time

Total grant dollars and number of grants per year

$0$41K$82K$123K$165K1 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

TRUSTEES OF TUFTS COLLEGE$159K

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Trustees of Tufts College ($158,687).

RecipientPurposeAmount
TRUSTEES OF TUFTS COLLEGE MEDFORD, MAUNRESTRICTED GENERAL$158,687

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

BANK OF AMERICATRUSTEE$40K

From 2025 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$39,522

Frequently Asked Questions

How large is Earle P Charlton Trust?

As of 2025, Earle P Charlton Trust holds $2.9M in total assets with $182K in annual revenue. It awarded 1 grants totaling $159K in 2025.

Where does Earle P Charlton Trust operate?

Earle P Charlton Trust has awarded grants in Massachusetts.

What size grants does Earle P Charlton Trust award?

In 2025, Earle P Charlton Trust awarded 1 grants totaling $159K — an average of about $159K per grant, based on its IRS Form 990 filings.

How much is Earle P Charlton Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Earle P Charlton Trust reported a distributable amount of $167K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Earle P Charlton Trust's EIN?

Earle P Charlton Trust's EIN (Employer Identification Number) is 04-6011911. IRS Form 990 filing data is available on this page for 2021–2025.

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

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