Ida S Charlton Charity Fd Ua | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Ida S Charlton Charity Fd Ua. Data shown is extracted from Form 990-PF filings.
EIN: 04-6009559
Foundation Overview
Based in Dallas, TX, Ida S Charlton Charity Fd Ua has awarded 95 grants totaling $11,359,825 to organizations in Massachusetts, Rhode Island and 1 other state across the US. Individual grants range from $5,000 to $400,000, with a median award of $100,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 of 16 recipients (13%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.
Geographic Focus
87% of all grants are concentrated in Massachusetts, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Massachusetts, funding concentrates in Fall River (60%), New Bedford (28%), N Dartmouth (2%).
Funding Trajectory
Stable funding levels with 19% change over 8 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Ida S Charlton Charity Fd Ua's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| United Way Of Fall River | $130,000 | Fall River, MA, US | Unrestricted General | 2024 |
| Ymca Southcoast | $100,000 | New Bedford, MA, US | Unrestricted General | 2024 |
| Fall River Historical Society | $100,000 | Fall River, MA, US | Unrestricted General | 2024 |
| People Inc | $250,000 | Fall River, MA, US | Unrestricted General | 2024 |
| Stanley Street Treatment And Resources | $150,000 | Fall River, MA, US | Unrestricted General | 2024 |
| Bristol Community College Foundation | $70,000 | Fall River, MA, US | Unrestricted General | 2024 |
| Boys & Girls Club Of Fall River | $100,000 | East Providence, RI, US | Unrestricted General | 2024 |
| Lahaina Rotary Youth Foundation | $50,000 | Lahaina, HI, US | Unrestricted General | 2024 |
| United Way Of Fall River | $130,000 | Fall River, MA, US | Unrestricted General | 2024 |
| Ymca Southcoast | $100,000 | New Bedford, MA, US | Unrestricted General | 2024 |
| Fall River Historical Society | $100,000 | Fall River, MA, US | Unrestricted General | 2024 |
| People Inc | $250,000 | Fall River, MA, US | Unrestricted General | 2024 |
| Stanley Street Treatment And Resources | $150,000 | Fall River, MA, US | Unrestricted General | 2024 |
| Bristol Community College Foundation | $70,000 | Fall River, MA, US | Unrestricted General | 2024 |
| Boys & Girls Club Of Fall River | $100,000 | East Providence, RI, US | Unrestricted General | 2024 |
| Lahaina Rotary Youth Foundation | $50,000 | Lahaina, HI, US | Unrestricted General | 2024 |
| United Way Of Fall River | $130,000 | Fall River, MA, US | Unrestricted General | 2023 |
| Ymca Southcoast | $400,000 | New Bedford, MA, US | Unrestricted General | 2023 |
| Fall River Historical Society | $65,000 | Fall River, MA, US | Unrestricted General | 2023 |
| Stanley Street Treatment And Resources | $150,000 | Fall River, MA, US | Unrestricted General | 2023 |
| Bristol Community College Foundation | $150,000 | Fall River, MA, US | Unrestricted General | 2023 |
| Southcoast Hospitals Group Inc | $25,000 | New Bedford, MA, US | Unrestricted General | 2023 |
| Lahaina Rotary Youth Foundation | $50,000 | Lahaina, HI, US | Unrestricted General | 2023 |
| United Way Of Fall River | $130,000 | Fall River, MA, US | Unrestricted General | 2023 |
| Ymca Southcoast | $400,000 | New Bedford, MA, US | Unrestricted General | 2023 |
| Fall River Historical Society | $65,000 | Fall River, MA, US | Unrestricted General | 2023 |
| Stanley Street Treatment And Resources | $150,000 | Fall River, MA, US | Unrestricted General | 2023 |
| Bristol Community College Foundation | $150,000 | Fall River, MA, US | Unrestricted General | 2023 |
| Southcoast Hospitals Group Inc | $25,000 | New Bedford, MA, US | Unrestricted General | 2023 |
| Lahaina Rotary Youth Foundation | $50,000 | Lahaina, HI, US | Unrestricted General | 2023 |
| United Way Of Fall River | $125,000 | Fall River, MA, US | Unrestricted General | 2022 |
| Family Serivce Assn Of Gfr Inc | $50,000 | Fall River, MA, US | Unrestricted General | 2022 |
| Ymca Southcoast | $30,000 | New Bedford, MA, US | Unrestricted General | 2022 |
| Child & Family Services | $110,000 | New Bedford, MA, US | Unrestricted General | 2022 |
| Fall River Historical Society | $95,000 | Fall River, MA, US | Unrestricted General | 2022 |
| Stanley Street Treatment And Resources | $200,000 | Fall River, MA, US | Unrestricted General | 2022 |
| Bristol Community College Fd | $25,000 | Fall River, MA, US | Unrestricted General | 2022 |
| Boys & Girls Club Of Fall River | $187,080 | East Providence, RI, US | Unrestricted General | 2022 |
| Southcoast Hospitals Group Inc | $250,000 | New Bedford, MA, US | Unrestricted General | 2022 |
| Diman Bengal Education Fdn | $18,000 | Fall River, MA, US | Unrestricted General | 2022 |
| United Way Of Fall River | $125,000 | Fall River, MA, US | Unrestricted General | 2022 |
| Family Serivce Assn Of Gfr Inc | $50,000 | Fall River, MA, US | Unrestricted General | 2022 |
| Ymca Southcoast | $30,000 | New Bedford, MA, US | Unrestricted General | 2022 |
| Child & Family Services | $110,000 | New Bedford, MA, US | Unrestricted General | 2022 |
| Fall River Historical Society | $95,000 | Fall River, MA, US | Unrestricted General | 2022 |
| Stanley Street Treatment And Resources | $200,000 | Fall River, MA, US | Unrestricted General | 2022 |
| Bristol Community College Fd | $25,000 | Fall River, MA, US | Unrestricted General | 2022 |
| Boys & Girls Club Of Fall River | $187,080 | East Providence, RI, US | Unrestricted General | 2022 |
| Southcoast Hospitals Group Inc | $250,000 | New Bedford, MA, US | Unrestricted General | 2022 |
| Diman Bengal Education Fdn | $18,000 | Fall River, MA, US | Unrestricted General | 2022 |
| United Way Of Fall River | $125,000 | Fall River, MA, US | Unrestricted General | 2022 |
| Family Serivce Assn Of Gfr Inc | $50,000 | Fall River, MA, US | Unrestricted General | 2022 |
| Ymca Southcoast | $30,000 | New Bedford, MA, US | Unrestricted General | 2022 |
| Child & Family Services | $110,000 | New Bedford, MA, US | Unrestricted General | 2022 |
| Fall River Historical Society | $95,000 | Fall River, MA, US | Unrestricted General | 2022 |
| Stanley Street Treatment And Resources | $200,000 | Fall River, MA, US | Unrestricted General | 2022 |
| Bristol Community College Fd | $25,000 | Fall River, MA, US | Unrestricted General | 2022 |
| Boys & Girls Club Of Fall River | $187,080 | East Providence, RI, US | Unrestricted General | 2022 |
| Southcoast Hospitals Group Inc | $250,000 | New Bedford, MA, US | Unrestricted General | 2022 |
| Diman Bengal Education Fdn | $18,000 | Fall River, MA, US | Unrestricted General | 2022 |
| Child & Family Services | $100,000 | New Bedford, MA, US | Unrestricted General | 2021 |
| St Vincent's Services Inc | $175,000 | Fall River, MA, US | Unrestricted General | 2021 |
| Fall River Historical Society | $87,500 | Fall River, MA, US | Unrestricted General | 2021 |
| Stanley Street Treatment And Resources | $300,000 | Fall River, MA, US | Unrestricted General | 2021 |
| Southcoast Hospitals Group Inc | $250,000 | New Bedford, MA, US | Unrestricted General | 2021 |
| Bay Coast Rowing Center Inc | $20,000 | Westport, MA, US | Unrestricted General | 2021 |
| Stanley Steel Treatment & Resources | $200,000 | Fall River, MA, US | Unrestricted General | 2020 |
| American Red Cross | $10,000 | Medford, MA, US | Unrestricted General | 2020 |
| Boys & Girls Club For Fall River | $200,000 | Fall River, MA, US | Unrestricted General | 2020 |
| United Way Of Fall River | $50,000 | Fall River, MA, US | Unrestricted General | 2020 |
| Ymca Southcoast | $25,000 | New Bedford, MA, US | Unrestricted General | 2020 |
| Fall River Historical Society | $120,000 | Fall River, MA, US | Unrestricted General | 2020 |
| The Fall River Rotary Club | $30,000 | Fall River, MA, US | Unrestricted General | 2020 |
| Southcoast Hospitals Group Inc | $250,000 | New Bedford, MA, US | Unrestricted General | 2020 |
| Argosy Collegiate Charter School | $100,000 | Fall River, MA, US | Unrestricted General | 2018 |
| Clarke School For The Deaf | $5,000 | Northampton, MA, US | Unrestricted General | 2018 |
| Justice Resource Institute Inc | $32,000 | Attleboro, MA, US | Unrestricted General | 2018 |
| Bristol Community College Fd | $53,000 | Fall River, MA, US | Unrestricted General | 2018 |
| Narragansett Council Bsa | $5,000 | East Providence, RI, US | Unrestricted General | 2018 |
| The Fall River Rotary Club | $15,000 | Fall River, MA, US | Unrestricted General | 2018 |
| Southcoast Hospitals Group Inc | $336,000 | New Bedford, MA, US | Unrestricted General | 2018 |
| Univ Of Massachusetts Darmouth Fdn Inc | $300,000 | N Dartmouth, MA, US | Unrestricted General | 2018 |
| American National Red Cross | $10,000 | Cambridge, MA, US | Unrestricted General | 2018 |
| Narragansett Council | $5,000 | East Providence, RI, US | Unrestricted General | 2017 |
| Family Serivce Assn Of Gfr Inc | $25,000 | Fall River, MA, US | Unrestricted General | 2017 |
| Fall River Historical Society | $15,000 | Fall River, MA, US | Unrestricted General | 2017 |
| Steppingstone Inc | $25,000 | Fall Rivee, MA, US | Unrestricted General | 2017 |
| Southcoast Hospitals Group Inc | $400,000 | New Bedford, MA, US | Unrestricted General | 2017 |
| Univ Of Massachusetts Darmouth Fdn Inc | $300,000 | N Dartmouth, MA, US | Unrestricted General | 2017 |
| American National Red Cross | $10,000 | Cambridge, MA, US | Unrestricted General | 2017 |
| Ymca Southcoast | $11,085 | New Bedford, MA, US | Unrestricted General | 2016 |
| United Way Of Fall River | $80,000 | Fall River, MA, US | Unrestricted General | 2016 |
| Boys And Girls Club Of Fall River | $5,000 | East Providence, RI, US | Unrestricted General | 2016 |
| South Coast Hospital Group | $400,000 | New Bedford, MA, US | Unrestricted General | 2016 |
| University Of Mass | $300,000 | North Dartmouth, MA, US | Unrestricted General | 2016 |
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Contact Information
Official contact details for Ida S Charlton Charity Fd Ua as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 04-6009559 |
| Website | N/A |
| Address | PO BOX 653067 Dallas, TX 75265-3067 |
Key People (3)
Board members, trustees, and key staff who oversee Ida S Charlton Charity Fd Ua's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Co-ttee | Bank Of America |
|---|---|
| Co-trustee | Michael Garfield |
| Co-trustee | Stacey Charlton |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Ida S Charlton Charity Fd Ua is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
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