Private Foundation

IDA S CHARLTON CHARITY FD UW

IDA S CHARLTON CHARITY FD UW, of DALLAS, TX, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2025 filing shows $350K in revenue, $209K in expenses, $2.5M in total assets. IRS filings disclose 49 grants awarded by this foundation, totaling roughly $1.1M.

EIN: 046010540 DALLAS, TX Latest filing: 2025

Total Revenue$350K

Total Expenses$209K

Total Assets$2.5M

Grants Given49

Grant Total$1.1M

Filing Years2021–2025

Sample Grants Given

UNITED WAY OF GREATER FALL RIVER

FALL RIVER, MA · 2025

UNRESTRICTED GENERAL

$50,000

GREATER FALL RIVER VOCATIONAL SCHOOL

FALL RIVER, MA · 2025

SCHOLARSHIPS

$50,000

WATUPPA ROWING CENTER INC

FALL RIVER, MA · 2025

UNRESTRICTED GENERAL

$20,000

FAMILY AID BOSTON INC

BOSTON, MA · 2025

UNRESTRICTED GENERAL

$5,000

CLARKE SCHOOL FOR THE DEAF

NORTHAMPTON, MA · 2025

UNRESTRICTED GENERAL

$5,000

Showing up to 5 of 49 total records — full history available with membership.

Officers & Directors

TRUSTEE Bank Of America

CO-TRUSTEE Michael R Garfield

CO-TRUSTEE Stacey Charlton

Officer compensation and complete director data available with membership.

Top Grant Purposes

UNRESTRICTED GENERAL

$800,000 41 grants

CULINARY ARTS LAB

$100,000 2 grants

LITERACY PROGRAM

$60,000 2 grants

SCHOLARSHIPS

$50,000 1 grant

SCHOLARSHIP

$50,000 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2025	$350K	$209K	$2.5M
2024	$269K	$189K	$2.3M
2023	$161K	$185K	$2.3M
2022	$83K	$201K	$2.3M
2021	$279K	$181K	$2.4M

Between 2021 and 2025, reported annual revenue grew from $279K to $350K (+25%), with total assets most recently reported at $2.5M.

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

Grant Geography

Grants from this foundation were reported to recipients in MA.

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

See the full picture for IDA S CHARLTON CHARITY FD UW

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