IDA S. Charlton Charity FD UA
EIN 046009559 Private FoundationTotal Given 2016–2024
$7.3M
60 grants · $807K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$98K
typical mid grants · $25K–$190K
grant size
47%
supporter · 14/30 multi-year
repeat
$25.7M
Assets (2024)
30
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(888) 866-3275
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $796K | $18.5M | $494K | 5 |
| 2017 | $780K | $20.8M | $1.3M | 7 |
| 2018 | $856K | $18.6M | $1.3M | 9 |
| 2020 | $885K | $24.1M | $687K | 8 |
| 2021 | $932K | $26.8M | $2.3M | 6 |
| 2022 | $1.1M | $21.1M | $535K | 10 |
| 2023 | $970K | $23.5M | $1.2M | 7 |
| 2024 | $950K | $25.7M | $1.9M | 8 |
Grant Size Distribution
Based on 60 grants on record
Minimum
$5K
25th Pctl
$25K
Median
$98K
Average
$121K
75th Pctl
$190K
Maximum
$400K
Geographic Distribution
Officers & Directors
SC
Stacey Charlton
8+ yrs
Co-Trustee
MG
Michael Garfield
8+ yrs
Co-Trustee
BA
Bank of America
8+ yrs
Co-Ttee
SC
Stacey Charlton
8+ yrs
Co-Trustee
MG
Michael Garfield
8+ yrs
Co-Trustee
BA
Bank of America
8+ yrs
Co-Ttee
MG
Michael Garfield
8+ yrs
Co-Trustee
SC
Stacey Charlton
8+ yrs
Co-Trustee
BA
Bank of America
8+ yrs
Co-Ttee
SC
Stacey Charlton
8+ yrs
Co-Trustee
MG
Michael Garfield
8+ yrs
Co-Trustee
BA
Bank of America
8+ yrs
Co-Ttee
MG
Michael Garfield
8+ yrs
Co-Trustee
SC
Stacey Charlton
8+ yrs
Co-Trustee
BA
Bank of America
8+ yrs
Co-Ttee
SC
Stacey Charlton
8+ yrs
Co-Trustee
MG
Michael Garfield
8+ yrs
Co-Trustee
BA
Bank of America
8+ yrs
Co-Ttee
SC
Stacey Charlton
8+ yrs
Co-Trustee
MG
Michael Garfield
8+ yrs
Co-Trustee
BA
Bank of America
8+ yrs
Co-Ttee
MG
Michael Garfield
8+ yrs
Co-Trustee
SC
Stacey Charlton
8+ yrs
Co-Trustee
BA
Bank of America
8+ yrs
Co-Ttee
Grants Awarded (60 total)
| Purpose | ||||
|---|---|---|---|---|
| YMCA Southcoast | New Bedford, MA | $400,000 | UNRESTRICTED GENERAL | 2023 |
| South Coast Hospital Group | New Bedford, MA | $400,000 | UNRESTRICTED GENERAL | 2016 |
| Southcoast Hospitals Group Inc | New Bedford, MA | $400,000 | UNRESTRICTED GENERAL | 2017 |
| Southcoast Hospitals Group Inc | New Bedford, MA | $336,000 | UNRESTRICTED GENERAL | 2018 |
| UNIV of Massachusetts Darmouth FDN Inc | N Dartmouth, MA | $300,000 | UNRESTRICTED GENERAL | 2018 |
| Stanley Street Treatment and Resources | Fall River, MA | $300,000 | UNRESTRICTED GENERAL | 2021 |
| University of Mass | North Dartmouth, MA | $300,000 | UNRESTRICTED GENERAL | 2016 |
| UNIV of Massachusetts Darmouth FDN Inc | N Dartmouth, MA | $300,000 | UNRESTRICTED GENERAL | 2017 |
| Southcoast Hospitals Group Inc | New Bedford, MA | $250,000 | UNRESTRICTED GENERAL | 2020 |
| Southcoast Hospitals Group Inc | New Bedford, MA | $250,000 | UNRESTRICTED GENERAL | 2021 |
| People Inc | Fall River, MA | $250,000 | UNRESTRICTED GENERAL | 2024 |
| Southcoast Hospitals Group Inc | New Bedford, MA | $250,000 | UNRESTRICTED GENERAL | 2022 |
| Stanley Steel Treatment & Resources | Fall River, MA | $200,000 | UNRESTRICTED GENERAL | 2020 |
| Boys & Girls Club for Fall River | Fall River, MA | $200,000 | UNRESTRICTED GENERAL | 2020 |
| Stanley Street Treatment and Resources | Fall River, MA | $200,000 | UNRESTRICTED GENERAL | 2022 |
| Boys & Girls Club of Fall River | East Providence, RI | $187,080 | UNRESTRICTED GENERAL | 2022 |
| St Vincent's Services Inc | Fall River, MA | $175,000 | UNRESTRICTED GENERAL | 2021 |
| Stanley Street Treatment and Resources | Fall River, MA | $150,000 | UNRESTRICTED GENERAL | 2023 |
| Bristol Community College Foundation | Fall River, MA | $150,000 | UNRESTRICTED GENERAL | 2023 |
| Stanley Street Treatment and Resources | Fall River, MA | $150,000 | UNRESTRICTED GENERAL | 2024 |
| United Way of Fall River | Fall River, MA | $130,000 | UNRESTRICTED GENERAL | 2023 |
| United Way of Fall River | Fall River, MA | $130,000 | UNRESTRICTED GENERAL | 2024 |
| United Way of Fall River | Fall River, MA | $125,000 | UNRESTRICTED GENERAL | 2022 |
| Fall River Historical Society | Fall River, MA | $120,000 | UNRESTRICTED GENERAL | 2020 |
| Child & Family Services | New Bedford, MA | $110,000 | UNRESTRICTED GENERAL | 2022 |
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