Earle P Charlton Trust

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

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $684K (100%)

States

Massachusetts

Cities

Medford

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
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

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

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

Recipient	Purpose	Amount
TRUSTEES OF TUFTS COLLEGE MEDFORD, MA	UNRESTRICTED GENERAL	$158,687

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$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.