Charles Family Charitable Foundation

GLOUCESTER, MA EIN: 04-3449084

Charles Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GLOUCESTER, MA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $808K in total assets. In 2024, it awarded 25 grants totaling $84K. Net investment income was $102K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$808K

+1.5% YoY

Annual Giving

$84K

-3.2% YoY

Grant Count

25

-13.8% YoY

Avg Grant Size

$3K

+12.3% YoY

About Charles Family Charitable Foundation

Based on IRS filings

Charles Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GLOUCESTER, MA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $808K in total assets. In 2024, it awarded 25 grants totaling $84K. Net investment income was $102K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

AustinBeverlyBooneBostonBurlingtonDanversEssexGloucesterHaverhillMiamiNew OrkNewburyportPeabodyRockportSouth HamiltonWalthamWeston

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$28K$56K$84K$112K2021202220232024
Metric202420232022
Total Assets$808,371$796,234$852,397
Revenue$102,019$40,354$42,345
Expenses$89,882$96,517$70,562
Qualifying Distributions$84,100$86,900$67,025
Net Investment Income$102,019$40,354$42,345
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$22K$43K$65K$87K13 grants202117 grants202229 grants202325 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

CAPE ANN MUSEUM$13KCOPLEY SOCIETY$12KALZHEIMERS ASSOCIATION$11KGLOUCESTER STAGE$6KHISTORIC NEW ENGLAND$5KYMCA OF THE NORTH SHORE$5KESSEX COUNTY COMMUNITY F…$5KMIAMI LIGHTHOUSE FOUNDAT…$4KROCKPORT ART ASSOCIATION$4KALZHEIMERS ASSOCIATION$3K

Grant Size Distribution

84 grants across all recorded years

84<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Cape Ann Museum ($12,600), Copley Society ($11,500), Alzheimers Association ($10,500).

RecipientPurposeAmount
ALZHEIMERS ASSOCIATION WALTHAM, MACHARITABLE$2,500
ALZHEIMERS ASSOCIATION WALTHAM, MACHARITABLE$10,500
CAPE ANN ART HAVEN GLOUCESTER, MACHARITABLE$1,000
CAPE ANN MUSEUM GLOUCESTER, MACHARITABLE$12,600
CAPE ANN PLEIN AIR ESSEX, MACHARITABLE$500
COPLEY SOCIETY BOSTON, MACHARITABLE$1,500
COPLEY SOCIETY BOSTON, MACHARITABLE$11,500
GLOUCESTER STAGE GLOUCESTER, MACHARITABLE$6,400
HISTORIC NEW ENGLAND HAVERHILL, MACHARITABLE$5,000
MASS EYE AND EAR BOSTON, MACHARITABLE$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
THEODORE E CHARLESTRUSTEE

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Charles Family Charitable Foundation?

Charles Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GLOUCESTER, MA. It holds $808K in total assets as of 2024.

How large is Charles Family Charitable Foundation?

As of 2024, Charles Family Charitable Foundation holds $808K in total assets with $102K in annual revenue. It awarded 25 grants totaling $84K in 2024.

Where does Charles Family Charitable Foundation operate?

Charles Family Charitable Foundation has awarded grants in Florida, Massachusetts, North Carolina, New York, Texas.

What size grants does Charles Family Charitable Foundation award?

In 2024, Charles Family Charitable Foundation awarded 25 grants totaling $84K — an average of about $3K per grant, based on its IRS Form 990 filings.

What is Charles Family Charitable Foundation's EIN?

Charles Family Charitable Foundation's EIN (Employer Identification Number) is 04-3449084. IRS Form 990 filing data is available on this page for 2021–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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