Ep Charlton Charity Trust No 4
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
2
+0.0% YoY
Avg Grant Size
$67K
+15.7% YoY
About Ep Charlton Charity Trust No 4
Based on IRS filings
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.
Ready to take the next step with Ep Charlton Charity Trust No 4?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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
No grants recorded for .
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 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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