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 2020 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 7 grants totaling $120K. Net investment income was $234K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.3M
+3.5% YoY
Annual Giving
$120K
-4.0% YoY
Grant Count
7
+16.7% YoY
Avg Grant Size
$17K
-17.7% YoY
Under IRS private-foundation payout rules, Ida S Charlton Charity Fd Uw reported a distributable amount of $165K for 2024 — the minimum it must pay out in qualifying distributions.
About Ida S Charlton Charity Fd Uw
Based on IRS filings
Ida S Charlton Charity Fd Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 7 grants totaling $120K. Net investment income was $234K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,332,887 | $2,253,173 | $2,277,251 |
| Revenue | $269,008 | $161,098 | $82,873 |
| Expenses | $189,410 | $184,876 | $201,359 |
| Qualifying Distributions | $152,110 | $153,264 | $164,106 |
| Net Investment Income | $234,491 | $127,502 | $51,209 |
| Distributable Amount | $164,687 | $147,447 | $149,999 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
31 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Greater Fall River Vocational School ($50,000), Bay Coast Rowing Center Inc ($33,000), Entrepreneurship for All Inc ($12,000).
| Recipient | Purpose | Amount |
|---|---|---|
| GREATER FALL RIVER VOCATIONAL SCHOOL FALL RIVER, MA | SCHOLARSHIP | $50,000 |
| 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 |
| ENTREPRENEURSHIP FOR ALL INC LOWELL, MA | UNRESTRICTED GENERAL | $12,000 |
| AMERICAN NATIONAL RED CROSS CAMBRIDGE, MA | UNRESTRICTED GENERAL | $10,000 |
| BAY COAST ROWING CENTER INC FALL RIVER, MA | UNRESTRICTED GENERAL | $33,000 |
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 | TRUSTEE | 1 | $43,842 |
| MICHAEL R GARFIELD | CO-TRUSTEE | 1 | $5,249 |
| STACEY CHARLTON | CO-TRUSTEE | 1 | $5,249 |
Frequently Asked Questions
How large is Ida S Charlton Charity Fd Uw?
As of 2024, Ida S Charlton Charity Fd Uw holds $2.3M in total assets with $269K in annual revenue. It awarded 7 grants totaling $120K in 2024.
Where does Ida S Charlton Charity Fd Uw operate?
Ida S Charlton Charity Fd Uw has awarded grants in Massachusetts.
What size grants does Ida S Charlton Charity Fd Uw award?
In 2024, Ida S Charlton Charity Fd Uw awarded 7 grants totaling $120K — an average of about $17K per grant, based on its IRS Form 990 filings.
How much is Ida S Charlton Charity Fd Uw required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Ida S Charlton Charity Fd Uw reported a distributable amount of $165K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Ida S Charlton Charity Fd Uw's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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