IDA S. Charlton Charity FD UW
EIN 046010540 Private FoundationTotal Given 2016–2024
$932K
45 grants · $104K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$5K
typical small grants · $5K–$30K
grant size
60%
deep partner · 9/15 multi-year
repeat
$3.4M
Assets (2024)
15
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
BANK OF AMERICA CO LAUREN CERULLO
Phone
(888) 866-3275
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 |
|---|---|---|---|---|
| 2016 | $107K | $2.6M | $75K | 7 |
| 2017 | $105K | $2.9M | $157K | 4 |
| 2018 | $110K | $2.6M | $162K | 3 |
| 2019 | N/A | $3.0M | $250K | N/A |
| 2020 | $115K | $3.3M | $118K | 4 |
| 2021 | $115K | $3.6M | $279K | 7 |
| 2022 | $135K | $2.8M | $83K | 7 |
| 2023 | $125K | $3.2M | $161K | 6 |
| 2024 | $120K | $3.4M | $269K | 7 |
Grant Size Distribution
Based on 45 grants on record
Minimum
$5K
25th Pctl
$5K
Median
$5K
Average
$21K
75th Pctl
$30K
Maximum
$100K
Geographic Distribution
Officers & Directors
BA
Bank of America
9+ yrs
Trustee
MG
Michael R. Garfield
9+ yrs
Co-Trustee
SC
Stacey Charlton
9+ yrs
Co-Trustee
SC
Stacey Charlton
9+ yrs
Co-Trustee
BA
Bank of America
9+ yrs
Trustee
MG
Michael R. Garfield
9+ yrs
Co-Trustee
MG
Michael R. Garfield
9+ yrs
Co-Trustee
BA
Bank of America
9+ yrs
Trustee
SC
Stacey Charlton
9+ yrs
Co-Trustee
BA
Bank of America
9+ yrs
Trustee
MG
Michael R. Garfield
9+ yrs
Co-Trustee
SC
Stacey Charlton
9+ yrs
Co-Trustee
SC
Stacey Charlton
9+ yrs
Co-Trustee
MG
Michael R. Garfield
9+ yrs
Co-Trustee
BA
Bank of America
9+ yrs
Trustee
MG
Michael R. Garfield
9+ yrs
Co-Trustee
BA
Bank of America
9+ yrs
Trustee
SC
Stacey Charlton
9+ yrs
Co-Trustee
BA
Bank of America
9+ yrs
Trustee
SC
Stacey Charlton
9+ yrs
Co-Trustee
MG
Michael R. Garfield
9+ yrs
Co-Trustee
BA
Bank of America
9+ yrs
Trustee
SC
Stacey Charlton
9+ yrs
Co-Trustee
MG
Michael R. Garfield
9+ yrs
Co-Ttee
BA
Bank of America
9+ yrs
Trustee
SC
Stacey Charlton
9+ yrs
Co-Trustee
MG
Michael R. Garfield
9+ yrs
Co-Ttee
Grants Awarded (45 total)
| Purpose | ||||
|---|---|---|---|---|
| United Way of Fall River | Fall River, MA | $100,000 | UNRESTRICTED GENERAL | 2020 |
| United Way of Fall River | Fall River, MA | $100,000 | UNRESTRICTED GENERAL | 2018 |
| United Way of Fall River | Fall River, MA | $90,000 | UNRESTRICTED GENERAL | 2017 |
| Argosy Collegiate Charter School | Fall River, MA | $50,000 | CULINARY ARTS LAB | 2021 |
| Fall River Historical Society | Fall River, MA | $50,000 | LITERACY PROGRAM | 2023 |
| 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 |
| Argosy Collegiate Charter School | Fall River, MA | $50,000 | CULINARY ARTS LAB | 2022 |
| Thomas CHEW MEML Boys&Girls Club | Fall River, MA | $45,500 | UNRESTRICTED GENERAL | 2016 |
| YMCA South Coast Inc | New Bedford, MA | $40,000 | UNRESTRICTED GENERAL | 2022 |
| Bay Coast Rowing Center Inc | Fall River, MA | $33,000 | UNRESTRICTED GENERAL | 2024 |
| United Way of Fall River | Fall River, MA | $30,000 | UNRESTRICTED GENERAL | 2021 |
| Marine Museum at Fall River | Fall River, MA | $25,000 | SUPPORT MUSEUM IMPROVEMENTS | 2016 |
| Bay Coast Rowing Center Inc | Fall River, MA | $20,000 | UNRESTRICTED GENERAL | 2022 |
| Entrepreneurship for All Inc | Lowell, MA | $12,000 | UNRESTRICTED GENERAL | 2024 |
| Bristol Community College | Fall River, MA | $11,960 | PURCHASE OF NURSING | 2016 |
| Fall River Historical Society | Fall River, MA | $10,000 | LITERACY PROGRAM | 2021 |
| American National Red Cross | Cambridge, MA | $10,000 | UNRESTRICTED GENERAL | 2021 |
| American National Red Cross | Cambridge, MA | $10,000 | UNRESTRICTED GENERAL | 2023 |
| American National Red Cross | Cambridge, MA | $10,000 | UNRESTRICTED GENERAL | 2024 |
| American National Red Cross | Cambridge, MA | $10,000 | UNRESTRICTED GENERAL | 2016 |
| American National Red Cross | Cambridge, MA | $10,000 | UNRESTRICTED GENERAL | 2022 |
| Clarke School for the Deaf | Northampton, MA | $5,000 | UNRESTRICTED GENERAL | 2020 |
| Family Aid Boston Inc | Boston, MA | $5,000 | UNRESTRICTED GENERAL | 2020 |
| Diabetes Association Inc | Fall River, MA | $5,000 | UNRESTRICTED GENERAL | 2020 |
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