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Nonprofit · EIN 04-6010540

IDA S CHARLTON CHARITY FUND 1-6711-2

Tax-exempt · DALLAS, TX 75265

Financials

$161K$185K2023$269K$189K2024$350K$209K2025
Revenue Expenses · by fiscal year end
Financials of IDA S CHARLTON CHARITY FUND 1-6711-2 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$349,705$209,482$140,223$2,473,049$0$2,473,049
December 31, 2024990-PF$269,008$189,410$79,598$2,332,887$0$2,332,887
December 31, 2023990-PF$161,098$184,876-$23,778$2,253,173$0$2,253,173
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$71,657
Net gain from sales of assets
$278,048

Expenses

Grants and similar amounts paid
$135,000
Compensation of officers, directors and key employees
$57,032
Disbursements for charitable purposes
$168,457
Excise tax on investment income
$4,353

Balance sheet and other

Total assets, start of year
$2,332,887
Total assets, end of year
$2,473,049
Total liabilities, end of year
$0
Net assets, end of year
$2,473,049
Fair market value of assets
$3,634,882
Qualifying distributions
$168,457
Net investment income
$349,468

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.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$46,012
MICHAEL R GARFIELD
142 PELHAM ISLAND ROAD, WAYLAND, MA 017782508
CO-TRUSTEE1$5,510
STACEY CHARLTON
3522 GREEN VALLEY RD, RESCUE, CA 956729625
CO-TRUSTEE1$5,510
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$43,842
MICHAEL R GARFIELD
142 PELHAM ISLAND ROAD, WAYLAND, MA 017782508
CO-TRUSTEE1$5,249
STACEY CHARLTON
3522 GREEN VALLEY RD, RESCUE, CA 956729625
CO-TRUSTEE1$5,249
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$39,370
MICHAEL R GARFIELD
142 PELHAM ISLAND ROAD, WAYLAND, MA 017782508
CO-TRUSTEE1$4,651
STACEY CHARLTON
3522 GREEN VALLEY RD, RESCUE, CA 956729625
CO-TRUSTEE1$4,651

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% THE FIRST NATL BANK OF BOSTON TTE
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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-6010540
Exempt since
1970
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,473,049
Income (IRS master file)
$632,849

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$349,705$209,482$2,473,049IRS
990-PFDecember 2024$269,008$189,410$2,332,887XML
990-PFDecember 2023$161,098$184,876$2,253,173XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 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 04-6010540).

Questions about IDA S CHARLTON CHARITY FUND 1-6711-2

What is the EIN of IDA S CHARLTON CHARITY FUND 1-6711-2?
The employer identification number (EIN) of IDA S CHARLTON CHARITY FUND 1-6711-2 is 04-6010540.
Is IDA S CHARLTON CHARITY FUND 1-6711-2 tax-exempt?
Yes. The IRS lists it as tax-exempt since 1970.
Which annual return does IDA S CHARLTON CHARITY FUND 1-6711-2 file?
Form 990-PF. Private foundations file every year.
When is the next return of IDA S CHARLTON CHARITY FUND 1-6711-2 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 IDA S CHARLTON CHARITY FUND 1-6711-2 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 IDA S CHARLTON CHARITY FUND 1-6711-2?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $46,012 (BANK OF AMERICA, TRUSTEE).
How much revenue does IDA S CHARLTON CHARITY FUND 1-6711-2 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $349,705, expenses of $209,482 and total assets of $2,473,049 at year end.

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