Charles Family Charitable Foundation
The Charles Family Charitable Foundation is a private foundation based in Gloucester, Massachusetts. Its 2025 filing reports 16 grants totaling $84,600, primarily to organizations in Massachusetts, with additional grants in Maryland and New York.
Charles Family Charitable Foundation at a glance
In short: Charles Family Charitable Foundation gave $85K across 16 grants in 2025 (avg $5K), mostly in Massachusetts. 13% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $84,600
- +0.6% vs 2024
- Grants made (2025)
- 16
- -36.0% vs 2024
- Average grant
- $5,288
- +57.2% vs 2024
- Median grant
- $3,250
- Total assets
- $759,313
- -6.1% vs 2024
- New grantees (estimate)
- 13% first-time grantees (2 of 16, 2025; small sample)
- Primary geography
- Massachusetts (86% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Charles Family Charitable Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests. Its 2023 filing says it contributes only to preselected charitable organizations. The filing lists no application form or materials, deadline, or award restrictions.
- Contact
Application contact: Theodore E Charles
Mailing address: 3400 Sw 27Th Ave 1104, Coconut Grove, FL 33133-5319
Phone: (786) 417-9103
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Charles Family Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Copley Society ($20K). Together the top 10 received $76K.
Grant Size Distribution
100 grants across all recorded years
The most common grant size was under $50K: 100 grants of 100 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 86% of grant dollars went to recipients in Massachusetts, 12% to recipients in Maryland, and 2% to recipients in New York. These shares describe the locations of that year’s grant recipients.
Grant Distribution by State
Share of 2025 grant dollars across all 16 itemized grants.
Cities
Is Charles Family Charitable Foundation open to new grantees?
13%
first-time grantees, 2025
In 2025, 2 of 16 grantees (13%) were first-time recipients. With only 16 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $6K; repeat grants $5K. How we count
Medians: $6K first-time, $3K repeat.
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $67K (2022) to $87K (2023). In 2025 it made 16 grants totaling $85K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Copley Society Boston, MA | Charitable | $20,000 |
| Cape Ann Museum Gloucester, MA | Charitable | $16,000 |
| Voices for Children Ellicott City, MD | Charitable | $10,000 |
| Rockport Music Rockport, MA | Charitable | $6,000 |
| North Shore Art Association Gloucester, MA | Charitable | $5,000 |
| Sawyer Free Library Gloucester, MA | Charitable | $5,000 |
| The Open Door Gloucester, MA | Charitable | $5,000 |
| Rockport Art Association Rockport, MA | Charitable | $4,000 |
| Gloucester Stage Gloucester, MA | Charitable | $2,500 |
| Historic New England Haverhill, MA | Charitable | $2,500 |
Ready to take the next step with Charles Family Charitable Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income |
|---|---|---|---|---|---|---|---|
| 2025 | $759,313 | $49,308 | $98,366 | $84,600 | 16 | $84,600 | $49,308 |
| 2024 | $808,371 | $102,019 | $89,882 | $84,100 | 25 | $84,100 | $102,019 |
| 2023 | $796,234 | $40,354 | $96,517 | $86,900 | 29 | $86,900 | $40,354 |
| 2022 | $852,397 | $42,345 | $70,562 | $67,025 | 17 | $67,025 | $42,345 |
| 2021 | $880,614 | $32,863 | $90,905 | $72,100 | 13 | — | $32,863 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s filings do not state a mission. Its 2025 grants include support for arts, cultural, and educational organizations, as well as organizations serving children and families. For example, Cape Ann Museum describes its mission as fostering appreciation of Cape Ann’s history and art; Rockport Music says it inspires appreciation of music through performances and learning opportunities; and Pathways for Children says it supports children and families affected by economic and social inequity.
Grantmaking
In 2025, the foundation made 16 grants totaling $84,600. Grant amounts ranged from $100 to $20,000, with a median of $3,250. The largest awards included $20,000 to Copley Society, $16,000 to Cape Ann Museum, and $10,000 to Voices for Children. Other grants included $6,000 to Rockport Music, $5,000 each to North Shore Art Association, Sawyer Free Library, and The Open Door, and $4,000 to Rockport Art Association.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Theodore E Charles as trustee.
Charles Family Charitable Foundation is led by Theodore E. Charles, Trustee on every filing since 2021 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Theodore E. Charles
Trustee
On filings since 2021
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Charles Family Charitable Foundation
How much does Charles Family Charitable Foundation give each year?
Charles Family Charitable Foundation gave $85K across 16 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $84K across 25 grants.
What is Charles Family Charitable Foundation's typical grant size?
Charles Family Charitable Foundation's median grant in 2025 was $3,250, and its average grant was $5,288, across 16 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Charles Family Charitable Foundation that year got $6K on average.
Where does Charles Family Charitable Foundation give grants?
Charles Family Charitable Foundation gives mostly in Massachusetts: 86% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Maryland (12%). The most frequent recipient cities were Gloucester, MA (8 grants) and Rockport, MA (2 grants).
Does Charles Family Charitable Foundation give general operating support?
Not in 2025: none of the 16 grants with a stated purpose on Charles Family Charitable Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (15 grants).
Who are Charles Family Charitable Foundation's largest grantees?
Charles Family Charitable Foundation's largest 2025 grantees include Copley Society ($20,000), Cape Ann Museum ($16,000) and Voices for Children ($10,000), according to its 2025 IRS Form 990-PF. Together they received 54% of its itemized 2025 grant dollars.
How large is Charles Family Charitable Foundation?
Charles Family Charitable Foundation reported $759K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $49K.
What does Charles Family Charitable Foundation fund?
The foundation’s filings do not state a mission. Its 2025 grants include support for arts, cultural, and educational organizations, as well as organizations serving children and families. See mission & focus areas ↑
How do I apply for a grant from Charles Family Charitable Foundation?
The foundation does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2021–2025.
Does Charles Family Charitable Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 16, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 3, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 13, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 4, 2026)
- IRS filings on file for fiscal years 2021–2025
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Cite this profile
Grantable. (2026). Charles Family Charitable Foundation funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/charles-family-charitable-foundation-morg_cacdd79e0d5b4d5abba85d8ab8a26123
BibTeX
@misc{grantable_043449084_2026,
author = {{Grantable}},
title = {{Charles Family Charitable Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/charles-family-charitable-foundation-morg_cacdd79e0d5b4d5abba85d8ab8a26123},
note = {Accessed 2026-10-14. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Charles Family Charitable Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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