Ida S Charlton Fund

DALLAS, TX EIN: 04-6011912

Ida S Charlton Fund is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.6M in total assets. In 2025, it awarded 1 grants totaling $166K. Net investment income was $129K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.6M

-1.8% YoY

Annual Giving

$166K

+21.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$166K

+21.4% YoY

Under IRS private-foundation payout rules, Ida S Charlton Fund reported a distributable amount of $175K for 2025 — the minimum it must pay out in qualifying distributions.

About Ida S Charlton Fund

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $723K (100%)

States

Massachusetts

Cities

New Bedford

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$2,593,216	$2,640,996	$2,715,708
Revenue	$159,218	$87,433	$389,890
Expenses	$210,699	$186,171	$158,296
Qualifying Distributions	$184,043	$153,417	$133,875
Net Investment Income	$129,206	$62,423	$366,361
Distributable Amount	$174,591	$162,740	$145,876

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Southcoast Health System Inc ($166,261).

Recipient	Purpose	Amount
SOUTHCOAST HEALTH SYSTEM INC NEW BEDFORD, MA	UNRESTRICTED GENERAL	$166,261

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$41,243

Frequently Asked Questions

How large is Ida S Charlton Fund?

As of 2025, Ida S Charlton Fund holds $2.6M in total assets with $159K in annual revenue. It awarded 1 grants totaling $166K in 2025.

Where does Ida S Charlton Fund operate?

Ida S Charlton Fund has awarded grants in Massachusetts.

What size grants does Ida S Charlton Fund award?

In 2025, Ida S Charlton Fund awarded 1 grants totaling $166K — an average of about $166K per grant, based on its IRS Form 990 filings.

How much is Ida S Charlton Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Ida S Charlton Fund reported a distributable amount of $175K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.