Ida S Charlton Charity FD Uw
Ida S Charlton Charity FD Uw is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.5M in total assets. In 2025, it awarded 6 grants totaling $135K. Net investment income was $313K.
Ida S Charlton Charity FD Uw at a glance
In short: Ida S Charlton Charity FD Uw gave $135K across 6 grants in 2025 (avg $23K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $135,000
- +12.5% vs 2024
- Grants made (2025)
- 6
- -14.3% vs 2024
- Average grant
- $22,500
- +31.3% vs 2024
- Median grant
- $12,500
- Total assets
- $2,473,049
- +6.0% vs 2024
- Primary geography
- Massachusetts (100% 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 Uw funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was United Way of Greater Fall River ($50K). Together the top 5 received $85K.
Organizations only. It also paid 1 individual scholarship ($50,000), which are not listed by name.
Grant Size Distribution
33 grants across all recorded years
The most common grant size was under $50K: 26 grants of 33 (79%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How Ida S Charlton Charity FD Uw gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 98% 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 $113K (2019) to $135K (2025). In 2025 it made 6 grants totaling $135K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| United Way of Greater Fall River Fall River, MA | Unrestricted General | $50,000 |
| 1 individual scholarship Recipients not named | — | $50,000 |
| Watuppa Rowing Center Inc Fall River, MA | Unrestricted General | $20,000 |
| Clarke School for the Deaf Northampton, MA | Unrestricted General | $5,000 |
| Family Aid Boston Inc Boston, MA | Unrestricted General | $5,000 |
| Diabetes Association Inc Fall River, MA | Unrestricted General | $5,000 |
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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 | $2,473,049 | $349,705 | $209,482 | $135,000 | 6 | $168,457 | $313,190 | $171,513 |
| 2024 | $2,332,887 | $269,008 | $189,410 | $120,000 | 7 | $152,110 | $234,491 | $164,687 |
| 2023 | $2,253,173 | $161,098 | $184,876 | $125,000 | 6 | $153,264 | $127,502 | $147,447 |
| 2022 | $2,277,251 | $82,873 | $201,359 | $135,000 | 7 | $164,106 | $51,209 | $149,999 |
| 2021 | $2,395,766 | $278,978 | $181,022 | $115,000 | 7 | $146,945 | $245,157 | $170,985 |
| 2020 | $2,297,331 | $117,604 | $174,672 | $115,000 | 4 | — | $88,379 | $145,004 |
| 2019 | $2,353,355 | $249,986 | $169,965 | $113,000 | 5 | — | $219,572 | $138,863 |
Under IRS private-foundation payout rules, Ida S Charlton Charity FD Uw reported a distributable amount of $172K 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 Uw's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2019
1 hr/week
$36K (2019) → $46K (2025)
Michael R. Garfield
Co-Trustee
On filings since 2019
1 hr/week
$4K (2019) → $6K (2025)
Stacey Charlton
Co-Trustee
On filings since 2019
1 hr/week
$4K (2019) → $6K (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 $46K, to Bank of America (Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Ida S Charlton Charity FD Uw
How much does Ida S Charlton Charity FD Uw give each year?
Ida S Charlton Charity FD Uw gave $135K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $120K across 7 grants.
What is Ida S Charlton Charity FD Uw's typical grant size?
Ida S Charlton Charity FD Uw's median grant in 2025 was $12,500, and its average grant was $22,500, across 6 grants on its 2025 IRS Form 990-PF.
Where does Ida S Charlton Charity FD Uw give grants?
Ida S Charlton Charity FD Uw gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Fall River, MA (3 grants).
Does Ida S Charlton Charity FD Uw give general operating support?
Yes: 83% of Ida S Charlton Charity FD Uw's 2025 grants with a stated purpose (5 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Ida S Charlton Charity FD Uw's largest grantees?
Ida S Charlton Charity FD Uw's largest 2025 grantees include United Way of Greater Fall River ($50,000), Watuppa Rowing Center Inc ($20,000) and Clarke School for the Deaf ($5,000), according to its 2025 IRS Form 990-PF. It also paid 1 individual scholarship ($50,000), which are not listed by name. Together they received 56% of its itemized 2025 grant dollars.
How large is Ida S Charlton Charity FD Uw?
Ida S Charlton Charity FD Uw reported $2.5M in total assets on its 2025 IRS Form 990-PF. It paid out $168K in qualifying distributions that year, against a required minimum of $172K (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 Uw's EIN?
Ida S Charlton Charity FD Uw's EIN (Employer Identification Number) is 04-6010540. 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
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS April 23, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2020–2024
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