Ep Charlton Charity Trust No 4 | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Ep Charlton Charity Trust No 4. Data shown is extracted from Form 990-PF filings.
EIN: 04-6011913
Foundation Overview
Based in Dallas, TX, Ep Charlton Charity Trust No 4 has awarded 14 grants totaling $986,088 to organizations in Massachusetts and Maryland. Individual grants range from $58,015 to $83,137, with a median award of $65,312.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
0 of 4 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.
Geographic Focus
50% of grants are awarded in Massachusetts, with additional funding distributed across 1 other locations. The foundation balances regional focus with broader geographic diversity. Within Massachusetts, funding concentrates in Fairhaven (100%).
Funding Trajectory
Stable funding levels with 7% change over 3 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Ep Charlton Charity Trust No 4's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Southcoast Hospitals Group Inc | $58,015 | Fairhaven, MA, US | Unrestricted General | 2022 |
| Harriet Lane Home | $58,015 | Freeland, MD, US | Unrestricted General | 2022 |
| Southcoast Hospitals Group Inc | $58,015 | Fairhaven, MA, US | Unrestricted General | 2022 |
| Harriet Lane Home | $58,015 | Freeland, MD, US | Unrestricted General | 2022 |
| Southcoast Hospitals Group Inc | $83,137 | Fairhaven, MA, US | Unrestricted General | 2021 |
| Harriet Lane Home | $83,137 | Freeland, MD, US | Unrestricted General | 2021 |
| Southcoast Hospitals Group Inc | $83,137 | Fairhaven, MA, US | Unrestricted General | 2021 |
| Harriet Lane Home | $83,137 | Freeland, MD, US | Unrestricted General | 2021 |
| Southcoast Hospitals Group Inc | $83,137 | Fairhaven, MA, US | Unrestricted General | 2021 |
| Harriet Lane Home | $83,137 | Freeland, MD, US | Unrestricted General | 2021 |
| Southcoast Visiting Nurse | $65,312 | Fairhaven, MA, US | Unrestricted General | 2020 |
| Harriet Lane Home | $65,312 | Freeland, MD, US | Unrestricted General | 2020 |
| Southcoast Visiting Nurse | $62,291 | Fairhaven, MA, US | Unrestricted General | 2019 |
| Harriet Lane Home | $62,291 | Freeland, MD, US | Unrestricted General | 2019 |
Foundations Similar to Ep Charlton Charity Trust No 4
Discover 5 foundations with comparable assets ($2,928,453-$2,959,935), similar grant patterns, and geographic focus in TX that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Tr Uw Mattie Chafee Hall
EIN: 57-0421832 | 13 grants awarded |
$2,939,677
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$110,969
median grant |
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|
Tr Uw Harper Fbo American Heart Assn
EIN: 58-6240287 | 9 grants awarded |
$2,939,565
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$122,355
median grant |
Dallas, TX
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|
|
Bingham Mary G Estate Trust
EIN: 06-6027328 | 10 grants awarded |
$2,933,189
(≈ Similar) |
$90,481
median grant |
Dallas, TX
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|
|
Karl O & Helen W Knaths Trust
EIN: 04-6937814 | 16 grants awarded |
$2,928,453
(≈ Similar) |
$53,510
median grant |
Dallas, TX
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|
|
Furbush George Tuw
EIN: 02-6004243 | 33 grants awarded |
$2,959,935
(≈ Similar) |
$40,886
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Dallas, TX
Same state |
|
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Contact Information
Official contact details for Ep Charlton Charity Trust No 4 as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 04-6011913 |
| Website | N/A |
| Address | PO BOX 653067 Dallas, TX 75265-3067 |
Key People (1)
Board members, trustees, and key staff who oversee Ep Charlton Charity Trust No 4's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Bank Of America |
|---|
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Ep Charlton Charity Trust No 4 is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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