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Ida S Charlton Charity Fd Ua at a glance

· 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 it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

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

Grants by size, and the largest recipients.

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
AMERICAN NATIONAL RED CROSS$10,000
CANINE HOPE FOR IMPROVEMENT PROGRAM$10,000
02The need
03

Does the money reach high-need areas?

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

show:

Its 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 its 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
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

89%of every dollar goes to organizations it has 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
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). 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 +70%
  • 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%
How this is measured

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

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. 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,…

—
How this is measured
The grantee most central to the portfolio’s shape is People Incorporated; 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 grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

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

Where the money sits, by cause and 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 grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's 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 budgetUniversity of Massachusetts Dartmouth Foundation: $600,000 over 2y, 7.7% of budgetPEOPLE INCORPORATED: $600,000 over 2y, 0.6% 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
Grantee by grantee: a decade per organization, before and after funding

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

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Bristol County Saving…Fall River Women's Un…Southcoast Community …Rockland Trust Charit…Ida S Charlton Charit…St Anne's Credit UnionEastern Bank Foundati…Earle P Charlton Jr C…Southcoast Hospitals …The Robert F Stoicofi…Thomas a Rodgers Jr F…United Way of Greater…
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

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Ida S Charlton Charity Fd Ua funds: left to right is the share of its income from government, bottom to top the share from Ida S Charlton Charity Fd Ua. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 40%5%19%42%75%funder's share of their income ↑0%23%45%68%90%share of the org’s income from government →median 24%
  • People Incorporated: 85% of income from government
  • Justice Resource Institute Inc: 48% of income from government
  • Steppingstone Inc: 33% of income from government
  • Child and Family Services Inc: 24% of income from government
  • Stanley Street Treatment and Resources Inc: 23% of income from government
  • Southcoast Hospitals Group Inc: 15% of income from government
  • Fall River Historical Society: 2% of income from government
  • The Clarke School for the Deaf Clarke Schools for Hearing and Speech: 1% 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, FY20–25
How this is measured
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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 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 from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 30 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its 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.

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

Source object · view filing

Play a game based on Ida S Charlton Charity Fd Ua’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home