Earle P Charlton Trust
Earle P Charlton Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.6M in total assets. In 2025, it awarded 1 grant totaling $163K. Net investment income was $128K.
Earle P Charlton Trust at a glance
In short: Earle P Charlton Trust gave $163K across 1 grant in 2025 (avg $163K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $163,480
- +22.3% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $163,480
- +22.3% vs 2024
- Median grant
- $163,480
- Total assets
- $2,607,857
- -1.7% 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 Southcoast Health System Inc ($163K).
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 (−1%). 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 2020 to 2025, annual grant giving ranged from $115K (2023) to $165K (2022). In 2025 it made 1 grant totaling $163K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Southcoast Health System Inc New Bedford, MA | Unrestricted General | $163,480 |
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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 | $2,607,857 | $161,297 | $210,198 | $163,480 | 1 | $181,417 | $128,371 | $172,516 |
| 2024 | $2,653,439 | $84,775 | $186,200 | $133,633 | 1 | $150,897 | $58,543 | $160,905 |
| 2023 | $2,731,991 | $440,298 | $157,564 | $115,478 | 1 | $131,487 | $415,467 | $142,882 |
| 2022 | $2,454,119 | $203,579 | $211,314 | $165,233 | 1 | $182,210 | $178,325 | $158,764 |
| 2021 | $2,479,445 | $292,154 | $177,954 | $129,780 | 1 | — | $266,931 | $165,431 |
| 2020 | $2,372,651 | $203,645 | $164,701 | $123,629 | 1 | — | $178,543 | $141,615 |
Under IRS private-foundation payout rules, Earle P Charlton Trust reported a distributable amount of $173K 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 2020 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2020
1 hr/week
$35K (2020) → $44K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $44K, 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 $163K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $134K across 1 grant.
How large is Earle P Charlton Trust?
Earle P Charlton Trust reported $2.6M in total assets on its 2025 IRS Form 990-PF. It paid out $181K in qualifying distributions that year, against a required minimum of $173K (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 04-6012091. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS January 21, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS December 8, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS December 21, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 31, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 30, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS January 31, 2026)
- IRS filings on file for fiscal years 2020–2025
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