IDA S CHARLTON CHARITY FD UW
$3.4M
Total Assets (2024)
$120K
Total Giving (2024)
13
Grants on File (2018–2024)
$17K
Avg Grant Size
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
BANK OF AMERICA CO LAUREN CERULLO
Phone
8888663275
Deadlines
NONE
How to Apply
COVER LETTER WITH APPROPRIATE SUMMARY PAGE AND FINANCIAL INFORMATION
Restrictions
GRANTS ARE MADE TO NON PROFIT ORGANIZATIONS IN FALL RIVER, MA.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | N/A | $2.6M | $162K | N/A |
| 2019 | N/A | $3.0M | $250K | N/A |
| 2020 | N/A | $3.3M | $118K | N/A |
| 2021 | N/A | $3.6M | $279K | N/A |
| 2023 | $125K | $3.2M | $161K | 6 |
| 2024 | $120K | $3.4M | $269K | 7 |
Grant Size Distribution
Based on 13 grants on record
Minimum
$5K
25th Pctl
$5K
Median
$10K
Average
$19K
75th Pctl
$33K
Maximum
$50K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| BANK OF AMERICA | TRUSTEE | $44K |
| MICHAEL R GARFIELD | CO-TRUSTEE | $5K |
| STACEY CHARLTON | CO-TRUSTEE | $5K |
Grants Awarded (13 total)
| Recipient | Location | Amount | Purpose | Year |
|---|---|---|---|---|
| BAY COAST ROWING CENTER INC | FALL RIVER, MA | $50,000 | UNRESTRICTED GENERAL | 2023 |
| GREATER FALL RIVER VOCATIONAL SCHOOL | FALL RIVER, MA | $50,000 | SCHOLARSHIP | 2024 |
| FALL RIVER HISTORICAL SOCIETY | FALL RIVER, MA | $50,000 | LITERACY PROGRAM | 2023 |
| BAY COAST ROWING CENTER INC | FALL RIVER, MA | $33,000 | UNRESTRICTED GENERAL | 2024 |
| ENTREPRENEURSHIP FOR ALL INC | LOWELL, MA | $12,000 | UNRESTRICTED GENERAL | 2024 |
| AMERICAN NATIONAL RED CROSS | CAMBRIDGE, MA | $10,000 | UNRESTRICTED GENERAL | 2024 |
| AMERICAN NATIONAL RED CROSS | CAMBRIDGE, MA | $10,000 | UNRESTRICTED GENERAL | 2023 |
| CLARKE SCHOOL FOR THE DEAF | NORTHAMPTON, MA | $5,000 | UNRESTRICTED GENERAL | 2024 |
| FAMILY AID BOSTON INC | BOSTON, MA | $5,000 | UNRESTRICTED GENERAL | 2024 |
| DIABETES ASSOCIATION INC | FALL RIVER, MA | $5,000 | UNRESTRICTED GENERAL | 2024 |
| CLARKE SCHOOL FOR THE DEAF | NORTHAMPTON, MA | $5,000 | UNRESTRICTED GENERAL | 2023 |
| DIABETES ASSOCIATION INC | FALL RIVER, MA | $5,000 | UNRESTRICTED GENERAL | 2023 |
| FAMILY AID BOSTON INC | BOSTON, MA | $5,000 | UNRESTRICTED GENERAL | 2023 |