Ida S Charlton Fund
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 grant totaling $166K. Net investment income was $129K.
Ida S Charlton Fund at a glance
In short: Ida S Charlton Fund gave $166K across 1 grant in 2025 (avg $166K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $166,261
- +21.4% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $166,261
- +21.4% vs 2024
- Median grant
- $166,261
- Total assets
- $2,593,216
- -1.8% 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 Fund funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Southcoast Health System Inc ($166K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Ida S Charlton Fund gives
- Giving held roughly steady from 2022 to 2025 (−2%). Method
- In 2025 it paid out 105% of its IRS minimum distribution (the 5% rule). 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 2021 to 2025, annual grant giving ranged from $119K (2023) to $169K (2022). In 2025 it made 1 grant totaling $166K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Southcoast Health System Inc New Bedford, MA | Unrestricted General | $166,261 |
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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 | $2,593,216 | $159,218 | $210,699 | $166,261 | 1 | $184,043 | $129,206 | $174,591 |
| 2024 | $2,640,996 | $87,433 | $186,171 | $136,987 | 1 | $153,417 | $62,423 | $162,740 |
| 2023 | $2,715,708 | $389,890 | $158,296 | $118,549 | 1 | $133,875 | $366,361 | $145,876 |
| 2022 | $2,488,952 | $199,880 | $214,034 | $168,923 | 1 | $185,282 | $175,539 | $161,695 |
| 2021 | $2,520,862 | $311,138 | $179,187 | $132,643 | 1 | — | $286,878 | $167,975 |
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.
Leadership & Key People
Officers and directors from IRS filings
Ida S Charlton Fund's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$38K (2022) → $41K (2025)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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 $41K, to Bank of America (Trustee).
Frequently asked questions about Ida S Charlton Fund
How much does Ida S Charlton Fund give each year?
Ida S Charlton Fund gave $166K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $137K across 1 grant.
How large is Ida S Charlton Fund?
Ida S Charlton Fund reported $2.6M in total assets on its 2025 IRS Form 990-PF. It paid out $184K in qualifying distributions that year, against a required minimum of $175K (roughly 5% of its investment assets).
Where does Ida S Charlton Fund operate?
Ida S Charlton Fund has awarded grants in Massachusetts.
What is Ida S Charlton Fund's EIN?
Ida S Charlton Fund's EIN (Employer Identification Number) is 04-6011912. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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