Ida S Charlton Charity FD UA
Ida S Charlton Charity FD UA is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $18.4M in total assets. In 2025, it awarded 8 grants totaling $1.1M. Net investment income was $2.4M.
Ida S Charlton Charity FD UA at a glance
In short: Ida S Charlton Charity FD UA gave $1.1M across 8 grants in 2025 (avg $135K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,080,000
- +13.7% vs 2024
- Grants made (2025)
- 8
- +0.0% vs 2024
- Average grant
- $135,000
- +13.7% vs 2024
- Median grant
- $77,500
- Total assets
- $18,445,778
- +6.4% vs 2024
- Primary geography
- Massachusetts (89% 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 Ida S Charlton Charity FD UA funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was People Inc ($350K). Together the top 8 received $1.1M.
Grant Size Distribution
39 grants across all recorded years
The most common grant size was in the $100–250K range: 15 grants of 39 (38%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How Ida S Charlton Charity FD UA gives
- Giving held roughly steady from 2022 to 2025 (−1%). Method
- In 2025 it paid out 97% 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 2019 to 2025, annual grant giving ranged from $874K (2019) to $1.1M (2022). In 2025 it made 8 grants totaling $1.1M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| People Inc Fall River, MA | Unrestricted General | $350,000 |
| United Way of Fall River Fall River, MA | Unrestricted General | $280,000 |
| YMCA Southcoast New Bedford, MA | Unrestricted General | $250,000 |
| Boys & Girls Club of Fall River East Providence, RI | Unrestricted General | $100,000 |
| Stanley Street Treatment and Resources Fall River, MA | Unrestricted General | $55,000 |
| University of Massachusetts Dartmouth N Dartmouth, MA | Unrestricted General | $25,000 |
| American National Red Cross Washington, DC | Unrestricted General | $10,000 |
| Canine Hope for Improvement Program Los Angeles, CA | Unrestricted General | $10,000 |
Ready to take the next step with Ida S Charlton Charity FD UA?
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 | $18,445,778 | $2,519,712 | $1,414,625 | $1,080,000 | 8 | $1,244,535 | $2,366,478 | $1,281,536 |
| 2024 | $17,340,494 | $1,948,245 | $1,273,356 | $950,000 | 8 | $1,107,026 | $1,801,849 | $1,225,577 |
| 2023 | $16,663,436 | $1,200,449 | $1,265,273 | $970,000 | 7 | $1,112,513 | $1,040,107 | $1,092,683 |
| 2022 | $16,732,385 | $534,518 | $1,400,631 | $1,090,080 | 10 | $1,234,163 | $398,842 | $1,110,661 |
| 2021 | $17,598,974 | $2,320,645 | $1,250,616 | $932,500 | 6 | $1,089,411 | $2,146,177 | $1,250,048 |
| 2020 | $16,525,441 | $687,399 | $1,166,353 | $885,000 | 8 | — | $566,112 | $1,063,829 |
| 2019 | $16,996,705 | $1,869,519 | $1,137,131 | $873,600 | 8 | — | $1,736,704 | $1,015,904 |
Under IRS private-foundation payout rules, Ida S Charlton Charity FD UA reported a distributable amount of $1.3M for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Ida S Charlton Charity FD UA's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Michael Garfield
Co-Trustee
On filings since 2019
1 hr/week
$20K (2019) → $25K (2025)
Stacey Charlton
Co-Trustee
On filings since 2019
1 hr/week
$20K (2019) → $25K (2025)
Bank Of America
Co-Ttee
On filings since 2019
1 hr/week
$149K (2019) → $185K (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $185K, to Bank of America (Co-Ttee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Ida S Charlton Charity FD UA
How much does Ida S Charlton Charity FD UA give each year?
Ida S Charlton Charity FD UA gave $1.1M across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $950K across 8 grants.
What is Ida S Charlton Charity FD UA's typical grant size?
Ida S Charlton Charity FD UA's median grant in 2025 was $77,500, and its average grant was $135,000, across 8 grants on its 2025 IRS Form 990-PF.
Where does Ida S Charlton Charity FD UA give grants?
Ida S Charlton Charity FD UA gives mostly in Massachusetts: 89% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Rhode Island (9%). The most frequent recipient cities were Fall River, MA (3 grants).
Does Ida S Charlton Charity FD UA give general operating support?
Yes: 100% of Ida S Charlton Charity FD UA's 2025 grants with a stated purpose (8 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Ida S Charlton Charity FD UA's largest grantees?
Ida S Charlton Charity FD UA's largest 2025 grantees include People Inc ($350,000), United Way of Fall River ($280,000) and YMCA Southcoast ($250,000), according to its 2025 IRS Form 990-PF. Together they received 81% of its itemized 2025 grant dollars.
How large is Ida S Charlton Charity FD UA?
Ida S Charlton Charity FD UA reported $18.4M in total assets on its 2025 IRS Form 990-PF. It paid out $1.2M in qualifying distributions that year, against a required minimum of $1.3M (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.
What is Ida S Charlton Charity FD UA's EIN?
Ida S Charlton Charity FD UA's EIN (Employer Identification Number) is 04-6009559. IRS Form 990 filing data is available on this page for 2019–2025.
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 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 31, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
Explore Open Grants
Browse active grant opportunities in Ida S Charlton Charity FD UA's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Greater Fall River Development Corporation
Fall River, MA
Business and job development.
Assets
$9.9M
Grants
5
Total Given
$138K
Fall River Women's Union
Fall River, MA
Fall River Women’s Union funds educational and related programs serving women and children, including social support, training, childcare, food assistance, recreation, and formal education in the greater Fall River area. Recent grants ranged from $500 to $8,750, with a median of $1,650. It accepts applications through an electronic process and does not limit giving to preselected organizations.
Assets
$2.0M
Grants
40
Total Given
$87K
Oliver & Jennie Donaldson CHAR(1071
Orlando, FL
The foundation primarily funds cancer-related organizations and trustee-selected causes, including conservation, health care, education, and community services. In 2024, grants ranged from $2,059 to $349,306, with a median of $26,010; funding went mainly to organizations in Massachusetts, South Carolina, New York, California, and Tennessee, as well as other states. It does not accept unsolicited requests, and requests require a trustee sponsor.
Assets
$35.8M
Grants
36
Total Given
$1.8M
Earle P Charlton Jr Charity Fund
Dallas, TX
Assets
$7.5M
Grants
3
Total Given
$417K
Ida S Charlton Charity FD Uw
Dallas, TX
Assets
$2.5M
Grants
6
Total Given
$135K
Grimshaw-Gudewicz Charitable Foundation A Shabshelowitz Co-Trustee
Fall River, MA
The foundation funds arts, education—particularly business and entrepreneurial skills—healthcare, and local-culture preservation, mainly in Bristol County, Massachusetts, nearby Rhode Island, Peterborough, New Hampshire, and surrounding areas. Its 2025 grants ranged from $500 to $150,000, with a median of $5,000. It invites requests by letter to Jason Marshall; no deadline is listed.
Assets
$28.1M
Grants
85
Total Given
$1.5M
More similar funders
More Funders in Texas
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Ida S Charlton Charity FD UA's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Ida S Charlton Charity FD UA down — hundreds of funders to go?