Earle P Charlton Trust
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 grant totaling $159K. Net investment income was $154K.
Earle P Charlton Trust at a glance
In short: Earle P Charlton Trust gave $159K across 1 grant in 2025 (avg $159K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $158,687
- +17.1% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $158,687
- +17.1% vs 2024
- Median grant
- $158,687
- Total assets
- $2,943,618
- -0.3% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Earle P Charlton Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Trustees of Tufts College ($159K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Earle P Charlton Trust gives
- Giving held roughly steady from 2022 to 2025 (−4%). Method
- In 2025 it paid out 105% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $108K (2023) to $165K (2022). In 2025 it made 1 grant totaling $159K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Trustees of Tufts College Medford, MA | Unrestricted General | $158,687 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,943,618 | $181,515 | $203,818 | $158,687 | 1 | $175,781 | $154,409 | $166,975 |
| 2024 | $2,953,732 | $138,093 | $175,356 | $135,482 | 1 | $151,270 | $107,449 | $155,177 |
| 2023 | $3,019,900 | $-42,705 | $158,094 | $108,329 | 1 | $123,222 | $38,219 | $145,097 |
| 2022 | $3,152,121 | $581,995 | $205,259 | $164,588 | 1 | $180,759 | $548,473 | $151,453 |
| 2021 | $3,184,825 | $280,044 | $186,729 | $116,439 | 1 | — | $255,679 | $164,016 |
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.
Leadership & Key People
Officers and directors from IRS filings
Earle P Charlton Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$37K (2022) → $40K (2025)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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 $40K, to Bank of America (Trustee).
Frequently asked questions about Earle P Charlton Trust
How much does Earle P Charlton Trust give each year?
Earle P Charlton Trust gave $159K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $135K across 1 grant.
How large is Earle P Charlton Trust?
Earle P Charlton Trust reported $2.9M in total assets on its 2025 IRS Form 990-PF. It paid out $176K in qualifying distributions that year, against a required minimum of $167K (roughly 5% of its investment assets).
Where does Earle P Charlton Trust operate?
Earle P Charlton Trust has awarded grants in Massachusetts.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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