IDA S CHARLTON CHARITY FD UA
Total 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–$200K
grant size
47%
supporter · 14/30 multi-year
repeat
$26.8M
Assets · 2021
30
Distinct recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
8888663275
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
$200K
Maximum
$400K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| BANK OF AMERICA | CO-TTEE | $177K |
| STACEY CHARLTON | CO-TRUSTEE | $24K |
| MICHAEL GARFIELD | CO-TRUSTEE | $24K |
Grants Awarded (60 total)
| Purpose | ||||
|---|---|---|---|---|
| SOUTHCOAST HOSPITALS GROUP INC | NEW BEDFORD, MA | $400,000 | UNRESTRICTED GENERAL | 2017 |
| SOUTH COAST HOSPITAL GROUP | NEW BEDFORD, MA | $400,000 | UNRESTRICTED GENERAL | 2016 |
| YMCA SOUTHCOAST | NEW BEDFORD, MA | $400,000 | UNRESTRICTED GENERAL | 2023 |
| SOUTHCOAST HOSPITALS GROUP INC | NEW BEDFORD, MA | $336,000 | UNRESTRICTED GENERAL | 2018 |
| UNIVERSITY OF MASS | NORTH DARTMOUTH, MA | $300,000 | UNRESTRICTED GENERAL | 2016 |
| STANLEY STREET TREATMENT AND RESOURCES | FALL RIVER, MA | $300,000 | UNRESTRICTED GENERAL | 2021 |
| UNIV OF MASSACHUSETTS DARMOUTH FDN INC | N DARTMOUTH, MA | $300,000 | UNRESTRICTED GENERAL | 2018 |
| 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 | 2021 |
| PEOPLE INC | FALL RIVER, MA | $250,000 | UNRESTRICTED GENERAL | 2024 |
| SOUTHCOAST HOSPITALS GROUP INC | NEW BEDFORD, MA | $250,000 | UNRESTRICTED GENERAL | 2022 |
| SOUTHCOAST HOSPITALS GROUP INC | NEW BEDFORD, MA | $250,000 | UNRESTRICTED GENERAL | 2020 |
| BOYS & GIRLS CLUB FOR FALL RIVER | FALL RIVER, MA | $200,000 | UNRESTRICTED GENERAL | 2020 |
| STANLEY STEEL TREATMENT & RESOURCES | 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 | 2024 |
| UNITED WAY OF FALL RIVER | FALL RIVER, MA | $130,000 | UNRESTRICTED GENERAL | 2023 |
| 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 |