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
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.
Ready to take the next step with Ida S Charlton Charity Fd Uw?
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
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 | TRUSTEE | 1 | $43,842 |
| MICHAEL R GARFIELD | CO-TRUSTEE | 1 | $5,249 |
| STACEY CHARLTON | CO-TRUSTEE | 1 | $5,249 |
Related Funders
Similar funders by location and focus area
William Z Hayes Foundation
DALLAS, TX
Assets
$629K
Grants
4
Total Given
$28K
Tr Uw Jane James Cook Item 19
DALLAS, TX
Assets
$861K
Grants
11
Total Given
$41K
Forsyth Fbo Leonard Wood Memorial
DALLAS, TX
Assets
$320K
Grants
1
Total Given
$18K
Teas Foundation
AMARILLO, TX
Assets
$3.0M
Grants
3
Total Given
$138K
Harold D Miller Endowment Fund
DALLAS, TX
Assets
$890K
Grants
1
Total Given
$44K
Amarillo Business Foundation
AMARILLO, TX
Assets
$4.2M
Grants
13
Total Given
$222K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Ida S Charlton Charity Fd Uw on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities