Funder DirectoryIDA S CHARLTON CHARITY FD UA
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Private foundation (trust)EIN 046009559Est. 1997-06

IDA S CHARLTON CHARITY FD UA

DALLAS, TX 752653067

Total Assets

$25.7M

FY 2024

Annual Giving

$950K

FY 2024

Grants Made

8

FY 2024

Avg Grant

$119K

FY 2024

Grant Range

$50K–$250K

Typical

Deadlines

Applications

Focus Areas

PhilanthropyVoluntarism & Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$1.9M

Total Expenses

$1.3M

Qualifying Distributions

$1.1M

Distributable Amount

$1.2M

Min. Investment Return

$1.3M

Undistributed Income

$1.1M

Payout rate 90%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.90%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

8 grants

Grant sizes from minimum $50K through median $100K to maximum $250K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $1.1M in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

48 grants

SOUTHCOAST HOSPITALS GROUP INC
$1.1M
5 grants
STANLEY STREET TREATMENT AND RESOURCES
$800K
4 grants
YMCA SOUTHCOAST
$555K
4 grants
FALL RIVER HISTORICAL SOCIETY
$468K
5 grants
UNITED WAY OF FALL RIVER
$435K
4 grants
UNIV OF MASSACHUSETTS DARMOUTH FDN INC
$300K
1 grant
BOYS & GIRLS CLUB OF FALL RIVER
$287K
2 grants
PEOPLE INC
$250K
1 grant

Grant Size Distribution

48 grants

<$10K
4
grants
$10–50K
13
grants
$50–250K
27
grants
$250K–1M
4
grants
$1–5M
$5M+

Geographic Focus

3 states

Massachusetts
$5.3M
93% of total
Rhode Island
$292K
5% of total
Hawaii
$100K
2% of total

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IDA S CHARLTON CHARITY FD UA — Grants, Financials & Contact | Grantivo