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 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
1
+0.0% YoY
Avg Grant Size
$166K
+21.4% YoY
About Ida S Charlton Fund
Based on IRS filings
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.
Ready to take the next step with Ida S Charlton Fund?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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
No grants recorded for .
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 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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