Private Foundation

IDA S CHARLTON CHARITY FD UA

Based in DALLAS, TX, IDA S CHARLTON CHARITY FD UA operates as a Private Foundation. The organization reported $2.5M in revenue, $1.4M in expenses, $18.4M in total assets for fiscal year 2025. Imperigo tracks 71 reported grants from this foundation totaling approximately $8.4M.

EIN: 046009559 DALLAS, TX Latest filing: 2025

Total Revenue$2.5M

Total Expenses$1.4M

Total Assets$18.4M

Grants Given71

Grant Total$8.4M

Filing Years2021–2025

Sample Grants Given

PEOPLE INC

FALL RIVER, MA · 2025

UNRESTRICTED GENERAL

$350,000

UNITED WAY OF FALL RIVER

FALL RIVER, MA · 2025

UNRESTRICTED GENERAL

$280,000

YMCA SOUTHCOAST

NEW BEDFORD, MA · 2025

UNRESTRICTED GENERAL

$250,000

BOYS & GIRLS CLUB OF FALL RIVER

EAST PROVIDENCE, RI · 2025

UNRESTRICTED GENERAL

$100,000

STANLEY STREET TREATMENT AND RESOURCES

FALL RIVER, MA · 2025

UNRESTRICTED GENERAL

$55,000

Showing up to 5 of 71 total records — full history available with membership.

Officers & Directors

CO-TTEE Bank Of America

CO-TRUSTEE Michael Garfield

CO-TRUSTEE Stacey Charlton

Officer compensation and complete director data available with membership.

Top Grant Purposes

UNRESTRICTED GENERAL

$8,417,180 71 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$2.5M	$1.4M	$18.4M
2024	$1.9M	$1.3M	$17.3M
2023	$1.2M	$1.3M	$16.7M
2022	$535K	$1.4M	$16.7M
2021	$2.3M	$1.3M	$17.6M

Between 2021 and 2025, reported annual revenue grew from $2.3M to $2.5M (+9%), with total assets most recently reported at $18.4M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, DC, HI, MA, RI.

CADCHIMARI

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for IDA S CHARLTON CHARITY FD UA

Complete financials, all 71 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports