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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 is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Massachusetts. 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.
Smallest Grant
$10K
Median Grant
$85K
Average Grant
$111K
Largest Grant
$250K
Based on 8 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.
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
N/A
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 | $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 |