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The Ida S Charlton Charity Fund is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 1997. The principal officer is % Bankboston N A. It holds total assets of $17.3M. Annual income is reported at $3.3M. The foundation operates in the area of philanthropy & grantmaking. According to available records, The Ida S Charlton Charity Fund has made 25 grants totaling $2.9M, with a median grant of $110K. The foundation has distributed between $885K and $1.1M annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $1.1M distributed across 10 grants. Individual grants have ranged from $10K to $400K, with an average award of $118K. The foundation has supported 16 unique organizations. Grants have been distributed to organizations in Massachusetts and Rhode Island and Hawaii. Contributions to this foundation are tax-deductible.
The Ida S Charlton Charity Fund primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 25 grants. Its grantmaking reaches organizations primarily in MA, RI, HI.
The Ida S Charlton Charity Fund has distributed a total of $2.9M across 25 grants. The median grant size is $110K, with an average of $118K. Individual grants have ranged from $10K to $400K.
The Ida S Charlton Charity Fund typically selects its grantees rather than accepting unsolicited proposals.
The Ida S Charlton Charity Fund is headquartered in DALLAS, TX. While based in TX, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America | CO-TTEE | $161K | $0 | $161K |
| Michael Garfield | CO-TRUSTEE | $22K | $0 | $22K |
| Stacey Charlton | CO-TRUSTEE | $22K | $0 | $22K |
Total Giving
$1.3M
Total Assets
$16.7M
Fair Market Value
$23.5M
Net Worth
$16.7M
Grants Paid
$970K
Contributions
$0
Net Investment Income
$1M
Distribution Amount
$1.1M
Total Grants
25
Total Giving
$2.9M
Average Grant
$118K
Median Grant
$110K
Unique Recipients
16
Most Common Grant
$200K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Child & Family ServicesUNRESTRICTED GENERAL | New Bedford, MA | $110K | 2022 |
| Ymca SouthcoastUNRESTRICTED GENERAL | New Bedford, MA | $400K | 2023 |
| Stanley Street Treatment And ResourcesUNRESTRICTED GENERAL | Fall River, MA | $150K | 2023 |
| Bristol Community College FoundationUNRESTRICTED GENERAL | Fall River, MA | $150K | 2023 |
| United Way Of Fall RiverUNRESTRICTED GENERAL | Fall River, MA |
| 2018 | 990PF | View |
| 2017 | 990PF | View |
| 2016 | 990PF | View |
| $130K |
| 2023 |
| Fall River Historical SocietyUNRESTRICTED GENERAL | Fall River, MA | $65K | 2023 |
| Lahaina Rotary Youth FoundationUNRESTRICTED GENERAL | Lahaina, HI | $50K | 2023 |
| Southcoast Hospitals Group IncUNRESTRICTED GENERAL | New Bedford, MA | $25K | 2023 |
| Boys & Girls Club Of Fall RiverUNRESTRICTED GENERAL | East Providence, RI | $187K | 2022 |
| Family Serivce Assn Of Gfr IncUNRESTRICTED GENERAL | Fall River, MA | $50K | 2022 |
| Bristol Community College FdUNRESTRICTED GENERAL | Fall River, MA | $25K | 2022 |
| Diman Bengal Education FdnUNRESTRICTED GENERAL | Fall River, MA | $18K | 2022 |
| Stanley Steel Treatment & ResourcesUNRESTRICTED GENERAL | Fall River, MA | $200K | 2020 |
| Boys & Girls Club For Fall RiverUNRESTRICTED GENERAL | Fall River, MA | $200K | 2020 |
| The Fall River Rotary ClubUNRESTRICTED GENERAL | Fall River, MA | $30K | 2020 |
| American Red CrossUNRESTRICTED GENERAL | Medford, MA | $10K | 2020 |
HOUSTON, TX
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