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 2025. As of 2025, the organization holds $2.6M in total assets. In 2025, it awarded 2 grants totaling $123K. Net investment income was $124K.
Ep Charlton Charity Trust No 4 at a glance
In short: Ep Charlton Charity Trust No 4 gave $123K across 2 grants in 2025 (avg $61K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $122,556
- -8.7% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $61,278
- -8.7% vs 2024
- Median grant
- $61,278
- Total assets
- $2,577,496
- -0.5% vs 2024
- Primary geography
- Massachusetts (50% 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 Ep Charlton Charity Trust No 4 funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Southcoast Hospitals Group Inc ($61K). Together the top 2 received $123K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was in the $50–100K range: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Ep Charlton Charity Trust No 4 gives
- Giving fell 26% from 2022 to 2025. Method
- In 2025 it paid out 81% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 $116K (2023) to $166K (2022). In 2025 it made 2 grants totaling $123K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Southcoast Hospitals Group Inc Fairhaven, MA | Unrestricted General | $61,278 |
| Harriet Lane Home Freeland, MD | Unrestricted General | $61,278 |
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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 | $2,577,496 | $154,563 | $169,890 | $122,556 | 2 | $139,244 | $124,070 | $171,188 |
| 2024 | $2,589,489 | $85,924 | $179,820 | $134,288 | 2 | $150,501 | $61,078 | $160,450 |
| 2023 | $2,661,053 | $389,177 | $158,022 | $116,030 | 2 | $131,108 | $365,297 | $143,037 |
| 2022 | $2,434,069 | $194,809 | $211,299 | $166,274 | 2 | $182,398 | $170,826 | $158,733 |
| 2021 | $2,468,395 | $280,117 | $177,009 | $130,624 | 2 | — | $256,170 | $165,683 |
| 2020 | $2,372,431 | $206,903 | $163,532 | $124,582 | 2 | — | $183,226 | $141,620 |
Under IRS private-foundation payout rules, Ep Charlton Charity Trust No 4 reported a distributable amount of $171K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Ep Charlton Charity Trust No 4'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
$33K (2020) → $40K (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 $40K, to Bank of America (Trustee).
Frequently asked questions about Ep Charlton Charity Trust No 4
How much does Ep Charlton Charity Trust No 4 give each year?
Ep Charlton Charity Trust No 4 gave $123K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $134K across 2 grants.
How large is Ep Charlton Charity Trust No 4?
Ep Charlton Charity Trust No 4 reported $2.6M in total assets on its 2025 IRS Form 990-PF. It paid out $139K in qualifying distributions that year, against a required minimum of $171K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Ep Charlton Charity Trust No 4 operate?
Ep Charlton Charity Trust No 4 has awarded grants in Massachusetts, Maryland.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 26, 2026)
- IRS filings on file for fiscal years 2020–2024
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