Ruth C M Masson FD for Charlton
Ruth C M Masson FD for Charlton is a private foundation focused on Health, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $13.9M in total assets. In 2025, it awarded 1 grant totaling $902K. Net investment income was $1.8M.
Ruth C M Masson FD for Charlton at a glance
In short: Ruth C M Masson FD for Charlton gave $902K across 1 grant in 2025 (avg $902K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $902,289
- +9.4% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $902,289
- +9.4% vs 2024
- Median grant
- $902,289
- Total assets
- $13,873,255
- +6.2% 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 Ruth C M Masson FD for Charlton funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Southcoast Hospitals Group Inc ($902K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $500K–1M 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 Ruth C M Masson FD for Charlton gives
- Giving held roughly steady from 2022 to 2025 (−3%). Method
- In 2025 it paid out 102% 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 2019 to 2025, annual grant giving ranged from $619K (2023) to $935K (2022). In 2025 it made 1 grant totaling $902K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Southcoast Hospitals Group Inc New Bedford, MA | Unrestricted General | $902,289 |
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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 | $13,873,255 | $1,916,299 | $1,105,834 | $902,289 | 1 | $973,999 | $1,799,988 | $957,946 |
| 2024 | $13,063,367 | $1,610,078 | $1,016,149 | $824,581 | 1 | $892,553 | $1,489,944 | $912,743 |
| 2023 | $12,470,116 | $805,431 | $784,146 | $618,539 | 1 | $678,209 | $706,255 | $816,013 |
| 2022 | $12,448,128 | $424,996 | $1,120,137 | $934,687 | 1 | $992,859 | $331,141 | $823,295 |
| 2021 | $13,143,465 | $1,595,045 | $986,345 | $819,898 | 1 | $882,028 | $1,497,859 | $927,059 |
| 2020 | $12,532,170 | $670,534 | $985,356 | $827,207 | 1 | — | $591,051 | $789,845 |
| 2019 | $12,841,781 | $1,347,634 | $878,562 | $741,618 | 1 | — | $1,257,925 | $752,087 |
Under IRS private-foundation payout rules, Ruth C M Masson FD for Charlton reported a distributable amount of $958K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Ruth C M Masson FD for Charlton's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2019
1 hr/week
$112K (2019) → $148K (2025)
Michael Garfield
Co-Trustee
Co-Ttee → Co-Trustee, 2025
On filings since 2019
1 hr/week
$11K (2019) → $15K (2025)
Stacey Charlton
Co-Trustee
Co-Ttee → Co-Trustee, 2025
On filings since 2022
1 hr/week
$12K (2022) → $15K (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $148K, to Bank of America (Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Ruth C M Masson FD for Charlton
How much does Ruth C M Masson FD for Charlton give each year?
Ruth C M Masson FD for Charlton gave $902K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $825K across 1 grant.
How large is Ruth C M Masson FD for Charlton?
Ruth C M Masson FD for Charlton reported $13.9M in total assets on its 2025 IRS Form 990-PF. It paid out $974K in qualifying distributions that year, against a required minimum of $958K (roughly 5% of its investment assets).
What is Ruth C M Masson FD for Charlton?
Ruth C M Masson FD for Charlton is a private foundation focused on Health, based in Dallas, TX. It holds $13.9M in total assets as of 2025.
Where does Ruth C M Masson FD for Charlton operate?
Ruth C M Masson FD for Charlton has awarded grants in Massachusetts.
What is Ruth C M Masson FD for Charlton's EIN?
Ruth C M Masson FD for Charlton's EIN (Employer Identification Number) is 04-6779682. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 26, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work Ruth C M Masson FD for Charlton funds
Health Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Ruth C M Masson FD for Charlton's focus areas in our free grants database
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