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· Private foundation

Ida S Charlton Charity Fd Ua

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$1.1M
Granted FY2025still arriving
8
Grants FY2025still arriving
4
States reached
$350k
Largest
01What you fund
01100% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20172025.

Health$3.0MHuman Services$1.8MEducation$1.4MYouth Development$797kPhilanthropy$715kArts & Culture$483kPublic Safety & Disaster$55kPublic Benefit$45kOther$0
02FY2025 · 8 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2025

  • $10k–50k3 grants · $45k
  • $50k–250k2 grants · $155k
  • $250k+3 grants · $880k
$100,000
Median grant
4
States reached
$18M
Total assets
Largest grants
RecipientAmount
PEOPLE INC$350,000
UNITED WAY OF FALL RIVER$280,000
YMCA SOUTHCOAST$250,000
BOYS & GIRLS CLUB OF FALL RIVER$100,000
STANLEY STREET TREATMENT AND RESOURCES$55,000
UNIVERSITY OF MASSACHUSETTS DARTMOUTH$25,000
CANINE HOPE FOR IMPROVEMENT PROGRAM$10,000
AMERICAN NATIONAL RED CROSS$10,000
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY17–25, $225k) land where the poverty rate runs at 11%, against an area that typically sits at 11%. 82% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 11%AMERICAN NATIONAL RED CROSS: $10k → 8%AMERICAN NATIONAL RED CROSS: $10k → 14%AMERICAN NATIONAL RED CROSS: $10k → 8%AMERICAN RED CROSS: $10k → 8%AMERICAN RED CROSS: $10k → 8%ST VINCENT'S SERVICES INC: $175k → 11%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

89%of every dollar goes to organizations you’ve funded before.
$7.5M · 17 repeat orgs$899k to everyone else

17 repeat relationships — 6 still active in FY2025, 11 since wound down; 2 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

17
11

Total granted

$7.5M
$864k

Median revenue growth · since first grant

+48%
+52%

Still filing today

65%
55%

New vs renewed · share of each year

In FY2025, 97% of grant dollars renewed an existing relationship; $35k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
EducationHealthHuman ServicesArts & CultureEmploymentPhilanthropyOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • SH
    SOUTHCOAST HOSPITALS GROUP INC
    6× · 2017–2023 · $1.5M · revenue +48%
  • SS
    STANLEY STREET TREATMENT AND RESOURCES INC
    7× · 2019–2025 · $1.3M · revenue +49%
  • YM
    YOUNG MEN'S CHRISTIAN ASSOCIATION SOUTHCOAST INC
    6× · 2019–2025 · $830k · revenue +60%

Funded once

  • BG
    BOYS & GIRLS CLUB FOR FALL RIVER
    one grant, 2020 · $200k
  • BS
    BOYS SCOUT OF AMERICA
    one grant, 2019 · $180k
  • SV
    SAINT VINCENT'S SERVICES INCgraduated
    one grant, 2021 · $175k · revenue +59%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Brighton Marine Inc

Brighton marine, inc. provides military and veteran families with comprehensive campus-based quality health care, as well as affordable and supportive housing for at-risk veterans and their families.

Health
2
Rhode Island Quality Institute

To represent every constituency of healthcare leadership, as well as health insurance, consumer and public interest. to work collaboratively, come up with innovative solutions, champion changes throughout our organizations, and dedicate…

Health
3
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

4
Massachusetts Institute of Technology

The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.

Education
5
Children's Hospital Corporation

Provider of pediatric healthcare, education, research & community service

Health
6
Trustees of Dartmouth College

Dartmouth College educates the most promising students and prepares them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge.

Education
7
Rhode Island Medical Society

To promote the art and science of medicine for the betterment of public health and to advocate quality patient care and promote the exchange of information

8
Lifestream Inc

Lifestream, inc. (the organization") provides community-based services that support individuals in attaining greater independence, promising opportunities, and lives that are meaningful and fulfilling on their own terms.

Health
9
Bristol Hospital Inc

Bristol hospital and health care group is committed to enhancing the health and well-being of our community. we will provide safe, quality care and services to our patients through our continuum of services and health promotion. we will…

Health
10
Brown Urology Inc

The organization will provide health care services to the general public; support the residency programs, medical school and continuing medical education programs for students of the warren alpert medical school and at hospitals that are…

Health
11
Mass General Brigham Health Plan Inc

Mass general brigham health plan's mission is to promote the health and wellness of our members, and to help ensure equitable, affordbale health care for the diverse communities we serve.

Health
12
Bmc Affiliated Physicians Inc

Boston university affiliated physicians, inc.'s (buap) primary mission is to provide health care services in a manner that promotes health for the benefit of the community, to perform medical and clinical research in the public interest,…

For reference, the grantee most central to the portfolio’s shape is People Incorporated and the most unlike its peers is Canine Hope for Improvement Program Chip Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

04the grantee network

18 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 18 of the 30 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

2
Load-bearing (≥25% of a budget)
1
Early backer (in before they grew)
17/18
Grantees still filing
13/18
Grew since you first funded

Where your money sits — by cause, then by grantee

STANLEY STREET TREATMENT AND RESOURCES INC — $1,255,000 · OtherSTANLEY STREET TREATMENT AND RESOURCES INCYOUNG MEN'S CHRISTIAN ASSOCIATION SOUTHCOAST INC — $830,000 · OtherYOUNG MEN'S CHRISTIAN ASSOCIATION SOUTHCOAST INCUNITED WAY OF FALL RIVER — $715,000 · OtherUNITED WAY OF FALL RIVERBOYS & GIRLS CLUB OF FALL RIVER — $387,080 · OtherBOYS & GIRLS CLUB OF FALL RIVERARGOSY COLLEGIATE CHARTER SCHOOL — $350,000 · OtherARGOSY COLLEGIATE CHARTER SCHOOLCHILD AND FAMILY SERVICES INC — $210,000 · OtherBOYS & GIRLS CLUB FOR FALL RIVER — $200,000 · OtherBOYS SCOUT OF AMERICA — $180,000 · Other+11 more — $489,600 · Other+11 moreSOUTHCOAST HOSPITALS GROUP INC — $1,511,000 · HealthSOUTHCOAST HOSPITALS…+1 more — $25,000 · HealthUniversity of Massachusetts Dartmouth Foundation — $600,000 · EducationUniversity o…Bristol Community College Foundation Inc — $220,000 · EducationBristol Comm…Lahaina Rotary Youth Foundation — $100,000 · EducationLahaina Rota…+1 more — $5,000 · EducationPEOPLE INCORPORATED — $600,000 · EmploymentFall River Historical Society — $482,500 · Arts & CultureSAINT VINCENT'S SERVICES INC — $175,000 · Human ServicesAmerican National Red Cross & Its Constituent Chapters and Branches — $50,000 · Human ServicesJUSTICE RESOURCE INSTITUTE INC — $32,000 · Crime & Legal
Other$4,616,680Health$1,536,000Education$925,000Employment$600,000Arts & Culture$482,500Human Services$225,000Crime & Legal$32,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetSOUTHCOAST HOSPITALS GROUP INC — $1,511,000 over 6y, 0.1% of budgetSTANLEY STREET TREATMENT AND RESOURCES INC — $1,255,000 over 7y, 0.8% of budgetYOUNG MEN'S CHRISTIAN ASSOCIATION SOUTHCOAST INC — $830,000 over 6y, 2.2% of budgetPEOPLE INCORPORATED — $600,000 over 2y, 0.6% of budgetUniversity of Massachusetts Dartmouth Foundation — $600,000 over 2y, 7.7% of budgetFall River Historical Society — $482,500 over 6y, 15% of budgetBristol Community College Foundation Inc — $220,000 over 2y, 6.2% of budgetCHILD AND FAMILY SERVICES INC — $210,000 over 2y, 0.3% of budgetSAINT VINCENT'S SERVICES INC — $175,000 over 1y, 1.3% of budgetLahaina Rotary Youth Foundation — $100,000 over 2y, 63% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches — $50,000 over 5y, 0.0% of budgetJUSTICE RESOURCE INSTITUTE INC — $32,000 over 1y, 0.0% of budgetSTEPPINGSTONE INC — $25,000 over 1y, 0.4% of budgetWATUPPA ROWING CENTER INC — $20,000 over 1y, 5.4% of budgetDIMAN BENGAL EDUCATION FOUNDATION — $18,000 over 1y, 40% of budgetNARRAGANSETT COUNCIL BOY SCOUTS OF AMERICA — $10,000 over 2y, 0.1% of budgetTHE CLARKE SCHOOL FOR THE DEAF CLARKE SCHOOLS FOR HEARING AND SPEECH — $5,000 over 1y, 0.0% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Bristol County Savings Charitable Foundation IncMA30.2× affinity12 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Bristol County Savings Charitable Foundation Inc · Fall River Women's Union · Southcoast Community Foundation Inc · Rockland Trust Charitable Foundation Inc · Ida S Charlton Charity Fd Uw · St Anne's Credit Union · Eastern Bank Foundation · Earle P Charlton Jr Charity Fund · Southcoast Hospitals Group Inc · The Robert F Stoicofirstfed Charitable Foundation · Thomas a Rodgers Jr Family Foundation · United Way of Greater Fall River Inc

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization Ida S Charlton Charity Fd Ua funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.

2024
202122232425
no gov · 40%5%19%42%75%your share of their income ↑0%23%45%68%90%share of the org’s income from governmentmedian 24%
  • People Incorporated85% of income from government
  • Justice Resource Institute Inc48% of income from government
  • Steppingstone Inc33% of income from government
  • Child and Family Services Inc24% of income from government
  • Stanley Street Treatment and Resources Inc23% of income from government
  • Southcoast Hospitals Group Inc15% of income from government
  • Fall River Historical Society2% of income from government
  • The Clarke School for the Deaf Clarke Schools for Hearing and Speech1% of income from government
no gov moneyreceives it· size = income
4get no government money at all
2report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
⤢ axis zoomed · 0–90%
typical government reliance, FY2025

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Ida S Charlton Charity Fd Ua?

Find your warmest path to Ida S Charlton Charity Fd Ua through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 30 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

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