Ruth C M Masson Fd for Charlton

DALLAS, TX EIN: 04-6779682

Ruth C M Masson Fd for Charlton is a private foundation focused on Health, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $13.1M in total assets. In 2024, it awarded 1 grants totaling $825K. Net investment income was $1.5M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$13.1M

+4.8% YoY

Annual Giving

$825K

+33.3% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$825K

+33.3% YoY

Under IRS private-foundation payout rules, Ruth C M Masson Fd for Charlton reported a distributable amount of $913K for 2024 — the minimum it must pay out in qualifying distributions.

About Ruth C M Masson Fd for Charlton

Based on IRS filings

Ruth C M Masson Fd for Charlton is a private foundation focused on Health, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $13.1M in total assets. In 2024, it awarded 1 grants totaling $825K. Net investment income was $1.5M.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

New Bedford

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$443K$886K$1M$2M20202021202220232024
Metric202420232022
Total Assets$13,063,367$12,470,116$12,448,128
Revenue$1,610,078$805,431$424,996
Expenses$1,016,149$784,146$1,120,137
Qualifying Distributions$892,553$678,209$992,859
Net Investment Income$1,489,944$706,255$331,141
Distributable Amount$912,743$816,013$823,295

Giving Over Time

Total grant dollars and number of grants per year

$0$234K$467K$701K$935K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

SOUTHCOAST HOSPITALS GRO…$825K

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K$250–500K5$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Southcoast Hospitals Group Inc ($824,581).

RecipientPurposeAmount
SOUTHCOAST HOSPITALS GROUP INC NEW BEDFORD, MAUNRESTRICTED GENERAL$824,581

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$140KMICHAEL GARFIELDCO-TTEE$14KSTACEY CHARLTONCO-TTEE$14K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$140,145
MICHAEL GARFIELDCO-TTEE1$14,112
STACEY CHARLTONCO-TTEE1$14,112

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

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 $13.1M in total assets as of 2024.

How large is Ruth C M Masson Fd for Charlton?

As of 2024, Ruth C M Masson Fd for Charlton holds $13.1M in total assets with $1.6M in annual revenue. It awarded 1 grants totaling $825K in 2024.

Where does Ruth C M Masson Fd for Charlton operate?

Ruth C M Masson Fd for Charlton has awarded grants in Massachusetts.

What size grants does Ruth C M Masson Fd for Charlton award?

In 2024, Ruth C M Masson Fd for Charlton awarded 1 grants totaling $825K — an average of about $825K per grant, based on its IRS Form 990 filings.

How much is Ruth C M Masson Fd for Charlton required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ruth C M Masson Fd for Charlton reported a distributable amount of $913K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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