Ida S Charlton Charity Fd Ua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $17.3M in total assets. In 2024, it awarded 8 grants totaling $950K. Net investment income was $1.8M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$17.3M
+4.1% YoY
Annual Giving
$950K
-2.1% YoY
Grant Count
8
+14.3% YoY
Avg Grant Size
$119K
-14.3% YoY
About Ida S Charlton Charity Fd Ua
Based on IRS filings
Ida S Charlton Charity Fd Ua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $17.3M in total assets. In 2024, it awarded 8 grants totaling $950K. Net investment income was $1.8M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $17,340,494 | $16,663,436 | $16,732,385 |
| Revenue | $1,948,245 | $1,200,449 | $534,518 |
| Expenses | $1,273,356 | $1,265,273 | $1,400,631 |
| Qualifying Distributions | $1,107,026 | $1,112,513 | $1,234,163 |
| Net Investment Income | $1,801,849 | $1,040,107 | $398,842 |
| Distributable Amount | $1,225,577 | $1,092,683 | $1,110,661 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
39 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 | CO-TTEE | 1 | $176,724 |
| MICHAEL GARFIELD | CO-TRUSTEE | 1 | $24,030 |
| STACEY CHARLTON | CO-TRUSTEE | 1 | $24,030 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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