Nonprofit · EIN 04-6009559
THE IDA S CHARLTON CHARITY FUND
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,519,712 | $1,414,625 | $1,105,087 | $18,445,778 | $0 | $18,445,778 |
| December 31, 2024 | 990-PF | $1,948,245 | $1,273,356 | $674,889 | $17,340,494 | $0 | $17,340,494 |
| December 31, 2023 | 990-PF | $1,200,449 | $1,265,273 | -$64,824 | $16,663,436 | $0 | $16,663,436 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $538,504
- Net gain from sales of assets
- $1,981,208
Expenses
- Grants and similar amounts paid
- $1,080,000
- Compensation of officers, directors and key employees
- $234,971
- Disbursements for charitable purposes
- $1,244,535
- Excise tax on investment income
- $32,894
Balance sheet and other
- Total assets, start of year
- $17,340,494
- Total assets, end of year
- $18,445,778
- Total liabilities, end of year
- $0
- Net assets, end of year
- $18,445,778
- Fair market value of assets
- $27,310,310
- Qualifying distributions
- $1,244,535
- Net investment income
- $2,517,905
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA 225 FRANKLIN STREET, BOSTON, MA 02110 | CO-TTEE | 1 | $184,515 |
| MICHAEL GARFIELD 142 PELHAM ISLAND RD, WAYLAND, MA 01778 | CO-TRUSTEE | 1 | $25,228 |
| STACEY CHARLTON 3522 GREEN VALLEY ROAD, RESCUE, CA 95672 | CO-TRUSTEE | 1 | $25,228 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA 225 FRANKLIN STREET, BOSTON, MA 02110 | CO-TTEE | 1 | $176,724 |
| MICHAEL GARFIELD 142 PELHAM ISLAND RD, WAYLAND, MA 01778 | CO-TRUSTEE | 1 | $24,030 |
| STACEY CHARLTON 3522 GREEN VALLEY ROAD, RESCUE, CA 95672 | CO-TRUSTEE | 1 | $24,030 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA 225 FRANKLIN STREET, BOSTON, MA 02110 | CO-TTEE | 1 | $161,430 |
| MICHAEL GARFIELD 142 PELHAM ISLAND RD, WAYLAND, MA 01778 | CO-TRUSTEE | 1 | $21,853 |
| STACEY CHARLTON 3522 GREEN VALLEY ROAD, RESCUE, CA 95672 | CO-TRUSTEE | 1 | $21,853 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANKBOSTON N A
- Signed the 990-PF
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6009559
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T900)
- Assets (IRS master file)
- $18,445,778
- Income (IRS master file)
- $4,704,257
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,519,712 | $1,414,625 | $18,445,778 | IRS |
| 990-PF | December 2024 | $1,948,245 | $1,273,356 | $17,340,494 | XML |
| 990-PF | December 2023 | $1,200,449 | $1,265,273 | $16,663,436 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6009559).
Questions about THE IDA S CHARLTON CHARITY FUND
- What is the EIN of THE IDA S CHARLTON CHARITY FUND?
- The employer identification number (EIN) of THE IDA S CHARLTON CHARITY FUND is 04-6009559.
- Is THE IDA S CHARLTON CHARITY FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to THE IDA S CHARLTON CHARITY FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE IDA S CHARLTON CHARITY FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE IDA S CHARLTON CHARITY FUND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE IDA S CHARLTON CHARITY FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE IDA S CHARLTON CHARITY FUND?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $184,515 (BANK OF AMERICA, CO-TTEE).
- How much revenue does THE IDA S CHARLTON CHARITY FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,519,712, expenses of $1,414,625 and total assets of $18,445,778 at year end.
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