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
Under IRS private-foundation payout rules, Ida S Charlton Charity Fd Ua reported a distributable amount of $1.2M for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include People Inc ($250,000), Stanley Street Treatment and Resources ($150,000), United Way of Fall River ($130,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UNITED WAY OF FALL RIVER FALL RIVER, MA | UNRESTRICTED GENERAL | $130,000 |
| YMCA SOUTHCOAST NEW BEDFORD, MA | UNRESTRICTED GENERAL | $100,000 |
| FALL RIVER HISTORICAL SOCIETY FALL RIVER, MA | UNRESTRICTED GENERAL | $100,000 |
| PEOPLE INC FALL RIVER, MA | UNRESTRICTED GENERAL | $250,000 |
| STANLEY STREET TREATMENT AND RESOURCES FALL RIVER, MA | UNRESTRICTED GENERAL | $150,000 |
| BRISTOL COMMUNITY COLLEGE FOUNDATION FALL RIVER, MA | UNRESTRICTED GENERAL | $70,000 |
| BOYS & GIRLS CLUB OF FALL RIVER EAST PROVIDENCE, RI | UNRESTRICTED GENERAL | $100,000 |
| LAHAINA ROTARY YOUTH FOUNDATION LAHAINA, HI | UNRESTRICTED GENERAL | $50,000 |
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
Frequently Asked Questions
What is Ida S Charlton Charity Fd Ua?
Ida S Charlton Charity Fd Ua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $17.3M in total assets as of 2024.
How large is Ida S Charlton Charity Fd Ua?
As of 2024, Ida S Charlton Charity Fd Ua holds $17.3M in total assets with $1.9M in annual revenue. It awarded 8 grants totaling $950K in 2024.
Where does Ida S Charlton Charity Fd Ua operate?
Ida S Charlton Charity Fd Ua has awarded grants in Hawaii, Massachusetts, Rhode Island.
What size grants does Ida S Charlton Charity Fd Ua award?
In 2024, Ida S Charlton Charity Fd Ua awarded 8 grants totaling $950K — an average of about $119K per grant, based on its IRS Form 990 filings.
How much is Ida S Charlton Charity Fd Ua required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Ida S Charlton Charity Fd Ua reported a distributable amount of $1.2M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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