Ep Charlton Charity Trust No 4

DALLAS, TX EIN: 04-6011913

Ep Charlton Charity Trust No 4 is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it awarded 2 grants totaling $134K. Net investment income was $61K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.6M

-2.7% YoY

Annual Giving

$134K

+15.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$67K

+15.7% YoY

Under IRS private-foundation payout rules, Ep Charlton Charity Trust No 4 reported a distributable amount of $160K for 2024 — the minimum it must pay out in qualifying distributions.

About Ep Charlton Charity Trust No 4

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $336K (50%)

Maryland $336K (50%)

States

Massachusetts Maryland

Cities

FairhavenFreeland

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,589,489	$2,661,053	$2,434,069
Revenue	$85,924	$389,177	$194,809
Expenses	$179,820	$158,022	$211,299
Qualifying Distributions	$150,501	$131,108	$182,398
Net Investment Income	$61,078	$365,297	$170,826
Distributable Amount	$160,450	$143,037	$158,733

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Southcoast Hospitals Group Inc ($67,144), Harriet Lane Home ($67,144).

Recipient	Purpose	Amount
SOUTHCOAST HOSPITALS GROUP INC FAIRHAVEN, MA	UNRESTRICTED GENERAL	$67,144
HARRIET LANE HOME FREELAND, MD	UNRESTRICTED GENERAL	$67,144

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	$37,320

Frequently Asked Questions

How large is Ep Charlton Charity Trust No 4?

As of 2024, Ep Charlton Charity Trust No 4 holds $2.6M in total assets with $86K in annual revenue. It awarded 2 grants totaling $134K in 2024.

Where does Ep Charlton Charity Trust No 4 operate?

Ep Charlton Charity Trust No 4 has awarded grants in Massachusetts, Maryland.

What size grants does Ep Charlton Charity Trust No 4 award?

In 2024, Ep Charlton Charity Trust No 4 awarded 2 grants totaling $134K — an average of about $67K per grant, based on its IRS Form 990 filings.

How much is Ep Charlton Charity Trust No 4 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ep Charlton Charity Trust No 4 reported a distributable amount of $160K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Ep Charlton Charity Trust No 4's EIN?

Ep Charlton Charity Trust No 4's EIN (Employer Identification Number) is 04-6011913. IRS Form 990 filing data is available on this page for 2020–2024.