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Nonprofit · EIN 04-6334412

E P CHARLTON DISCR CHAR FUNDN 1-10056-0

Tax-exempt · DALLAS, TX 75265

Financials

$494K$542K2023$774K$543K2024$1.1M$599K2025
Revenue Expenses · by fiscal year end
Financials of E P CHARLTON DISCR CHAR FUNDN 1-10056-0 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,097,618$599,416$498,202$7,523,628$0$7,523,628
December 31, 2024990-PF$774,016$542,821$231,195$7,025,790$0$7,025,790
December 31, 2023990-PF$493,639$541,760-$48,121$6,794,265$0$6,794,265
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$220,791
Net gain from sales of assets
$876,827

Expenses

Grants and similar amounts paid
$417,000
Compensation of officers, directors and key employees
$141,402
Disbursements for charitable purposes
$502,590
Excise tax on investment income
$14,001

Balance sheet and other

Total assets, start of year
$7,025,790
Total assets, end of year
$7,523,628
Total liabilities, end of year
$0
Net assets, end of year
$7,523,628
Fair market value of assets
$11,116,253
Qualifying distributions
$502,590
Net investment income
$1,096,855

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$102,384
MICHAEL GARFIELD
c/o BOFA 225 FRANKLIN ST, BOSTON, MA 02110
CO-TTEE1$13,006
STACEY CHARLTON
c/o BOFA 225 FRANKLIN ST, BOSTON, MA 02110
CO-TTEE1$13,006
AUGUSTA HAYDOCK
c/o BOFA 225 FRANKLIN ST, BOSTON, MA 02110
CO-TTEE1$13,006
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$97,473
MICHAEL GARFIELD
c/o BOFA 225 FRANKLIN ST, BOSTON, MA 02110
CO-TTEE1$12,369
STACEY CHARLTON
c/o BOFA 225 FRANKLIN ST, BOSTON, MA 02110
CO-TTEE1$12,369
AUGUSTA HAYDOCK
c/o BOFA 225 FRANKLIN ST, BOSTON, MA 02110
CO-TTEE1$12,369
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$87,038
MICHAEL GARFIELD
c/o BOFA 225 FRANKLIN ST, BOSTON, MA 02110
CO-TTEE1$11,015
STACEY CHARLTON
c/o BOFA 225 FRANKLIN ST, BOSTON, MA 02110
CO-TTEE1$11,015
AUGUSTA HAYDOCK
c/o BOFA 225 FRANKLIN ST, BOSTON, MA 02110
CO-TTEE1$11,015

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% BANK BOSTON NA TTEE
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
04-6334412
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
1974
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$7,523,628
Income (IRS master file)
$2,081,614

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,097,618$599,416$7,523,628IRS
990-PFDecember 2024$774,016$542,821$7,025,790XML
990-PFDecember 2023$493,639$541,760$6,794,265XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 04-6334412).

Questions about E P CHARLTON DISCR CHAR FUNDN 1-10056-0

What is the EIN of E P CHARLTON DISCR CHAR FUNDN 1-10056-0?
The employer identification number (EIN) of E P CHARLTON DISCR CHAR FUNDN 1-10056-0 is 04-6334412.
Is E P CHARLTON DISCR CHAR FUNDN 1-10056-0 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
Are donations to E P CHARLTON DISCR CHAR FUNDN 1-10056-0 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does E P CHARLTON DISCR CHAR FUNDN 1-10056-0 file?
Form 990-PF. Private foundations file every year.
When is the next return of E P CHARLTON DISCR CHAR FUNDN 1-10056-0 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 E P CHARLTON DISCR CHAR FUNDN 1-10056-0 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 E P CHARLTON DISCR CHAR FUNDN 1-10056-0?
The 990-PF for the year ended December 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $102,384 (BANK OF AMERICA, TRUSTEE).
How much revenue does E P CHARLTON DISCR CHAR FUNDN 1-10056-0 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,097,618, expenses of $599,416 and total assets of $7,523,628 at year end.

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