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
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
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
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.
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.
Explore Open Grants
Browse active grant opportunities in Ida S Charlton Fund's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.