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E P Charlton Discr Char Fundn 1-10056-0 is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 1974. The principal officer is Bank Boston Na Ttee. It holds total assets of $7M. Annual income is reported at $1.4M. The foundation is governed by 4 officers and trustees. Tax records are available from 2017 to 2023. Grantmaking is concentrated in Massachusetts. According to available records, E P Charlton Discr Char Fundn 1-10056-0 has made 18 grants totaling $1.5M, with a median grant of $38K. The foundation has distributed between $350K and $435K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $435K distributed across 3 grants. Individual grants have ranged from $10K to $400K, with an average award of $85K. The foundation has supported 9 unique organizations. Grant recipients are concentrated in Massachusetts. Contributions to this foundation are tax-deductible.
Smallest Grant
$25K
Median Grant
$63K
Average Grant
$88K
Largest Grant
$200K
Based on 4 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
E P Charlton Discr Char Fundn 1-10056-0 is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 18 grants. Its grantmaking reaches organizations primarily in MA.
E P Charlton Discr Char Fundn 1-10056-0 has distributed a total of $1.5M across 18 grants. The median grant size is $38K, with an average of $85K. Individual grants have ranged from $10K to $400K.
Boston and fall river areas.
E P Charlton Discr Char Fundn 1-10056-0 is headquartered in DALLAS, TX.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America | TRUSTEE | $87K | $0 | $87K |
| Michael Garfield | CO-TTEE | $11K | $0 | $11K |
| Stacey Charlton | CO-TTEE | $11K | $0 | $11K |
| Augusta Haydock | CO-TTEE | $11K | $0 | $11K |
Total Giving
$542K
Total Assets
$6.8M
Fair Market Value
$9.6M
Net Worth
$6.8M
Grants Paid
$387K
Contributions
N/A
Net Investment Income
$409K
Distribution Amount
$444K
Total Grants
18
Total Giving
$1.5M
Average Grant
$85K
Median Grant
$38K
Unique Recipients
9
Most Common Grant
$25K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Argosy Collegiate Charter School FndUNRESTRICTED GENERAL | Fall River, MA | $110K | 2023 |
| Ymca SouthcoastUNRESTRICTED GENERAL | New Bedford, MA | $100K | 2023 |
| Boys & Girls Club Of Fall RiverUNRESTRICTED GENERAL | Fall River, MA | $87K | 2023 |
| Fall River Historical SocietyUNRESTRICTED GENERAL | Fall River, MA | $50K | 2023 |
| Entrepreneurship For All IncUNRESTRICTED GENERAL | Lowell, MA | $25K | 2023 |
| Fall River Rotary ClubUNRESTRICTED GENERAL | Fall River, MA | $15K | 2023 |
| Justice Resource Institute IncUNRESTRICTED GENERAL | Needham Heights, MA | $400K | 2022 |
| United Way Of Fall RiverUNRESTRICTED GENERAL | Fall River, MA | $90K | 2021 |
| Bristol Community CollegeUNRESTRICTED GENERAL | Fall River, MA | $26K | 2021 |