Earle P Charlton Trust

DALLAS, TX EIN: 04-6012091

Earle P Charlton Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 1 grants totaling $134K. Net investment income was $59K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.7M

-2.9% YoY

Annual Giving

$134K

+15.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$134K

+15.7% YoY

Under IRS private-foundation payout rules, Earle P Charlton Trust reported a distributable amount of $161K for 2024 — 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 $668K (100%)

States

Massachusetts

Cities

New Bedford

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,653,439	$2,731,991	$2,454,119
Revenue	$84,775	$440,298	$203,579
Expenses	$186,200	$157,564	$211,314
Qualifying Distributions	$150,897	$131,487	$182,210
Net Investment Income	$58,543	$415,467	$178,325
Distributable Amount	$160,905	$142,882	$158,764

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 System Inc ($133,633).

Recipient	Purpose	Amount
SOUTHCOAST HEALTH SYSTEM INC NEW BEDFORD, MA	UNRESTRICTED GENERAL	$133,633

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	$39,947

Frequently Asked Questions

How large is Earle P Charlton Trust?

As of 2024, Earle P Charlton Trust holds $2.7M in total assets with $85K in annual revenue. It awarded 1 grants totaling $134K in 2024.

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 2024, Earle P Charlton Trust awarded 1 grants totaling $134K — an average of about $134K 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 2024, Earle P Charlton Trust reported a distributable amount of $161K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.