Charles Family Foundation Inc
The Charles Family Foundation Inc is a private foundation based in New Franken, Wisconsin. Established in 2009, it is supported by David Charles and operates as a 501(c)(3) tax-exempt organization.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$11.0M
+7.3% YoY
Annual Giving
$677K
-11.3% YoY
Grant Count
45
-2.2% YoY
Avg Grant Size
$15K
-9.3% YoY
Under IRS private-foundation payout rules, Charles Family Foundation Inc reported a distributable amount of $598K for 2024 — the minimum it must pay out in qualifying distributions.
Grantmaking
The foundation is an active grantmaker. In 2023, it made 28 grants totaling approximately $1.03 million.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of December 31, 2023:
| Metric | Amount |
|---|---|
| Total Assets | $10,283,503 |
| Total Revenues | $1,074,912 |
| Total Expenses | $1,104,739 |
| Grants & Contributions | $1,000,000 |
| Investment Income & Dividends | $258,735 |
| Net Rental Income | $108,008 |
Year-over-Year Changes (2023 vs. 2022):
- Grants and contributions decreased 58.7% (from $2,420,000 to $1,000,000)
- Investment income and dividends increased 168.9% (from $96,226 to $258,735)
- Net rental income increased 25.1% (from $86,340 to $108,008)
The foundation operates with no employees.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $11,029,498 | $10,283,503 | $10,313,330 |
| Revenue | $1,617,513 | $1,074,912 | $2,590,118 |
| Expenses | $871,518 | $1,104,739 | $797,586 |
| Qualifying Distributions | $684,467 | $770,372 | $503,479 |
| Net Investment Income | $407,621 | $163,634 | $101,768 |
| Distributable Amount | $597,604 | $538,685 | $463,662 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
188 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Friends of Bay Beach ($200,000), Mayo Clinic ($100,000), Grace - Green Bay Area Catholic Education ($80,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AUTISM SOCIETY OF SOUTHEASTERN WI WAUWATOSA, WI | FUNDING FOR THE 2024 ANNUAL CAMPAIGN. | $10,000 |
| BADGER BOYS STATE INC PORTAGE, WI | SPONSORSHIP FOR BROWN AND KEWAUNEE HIGH SCHOOLS TO ATTEND BADGER BOYS STATE IN 2024. | $2,500 |
| BIG BROTHERS BIG SISTERS GREEN BAY, WI | TO SUPPORT YOUTH MENTORING PROGRAM. | $10,000 |
| BOY SCOUTS OF AMERICA APPLETON, WI | ANNUAL FRIENDS OF SCOUTING CAMPAIGN | $7,500 |
| BOYS & GIRLS CLUB OF GREATER GREEN BAY GREEN BAY, WI | ACADEMIC COACHING & MENTORSHIP PROGRAMS | $5,000 |
| BROWN COUNTY FOSTER CARE GREEN BAY, WI | IN SUPPORT OF FOSTER CARE PROGRAMS | $10,000 |
| BROWN COUNTY ORAL HEALTH PARTNERSHIP GREEN BAY, WI | PROVIDE DENTISTRY FOR CHILDREN | $2,000 |
| CASA OF BROWN COUNTY GREEN BAY, WI | TO SUPPORT AND PROMOTE COURT-APPOINTED ADVOCATES | $3,000 |
| CEREBRAL PALSY INC GREEN BAY, WI | TO SUPPORT PROGRAMS FOR INDIVIDUALS WITH DISABILITIES. | $7,000 |
| CHILDREN'S HOSPITAL OF WI FOUNDATION MILWAUKEE, WI | NE CARE CLOSER TO HOME SITE | $20,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID R CHARLES | PRESIDENT/VP/TREAS | 1 | — |
| KRISTIE J BARBARO | SECRETARY | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
How do I apply for a grant from Charles Family Foundation Inc?
The foundation is an active grantmaker. In 2023, it made 28 grants totaling approximately $1.03 million. Notable grants from the most recent year include: • Friends of Bay Beach: $240,000 (Beach Improvements) • Mayo Clinic: $100,000 (Unrestricted Donation for Greatest Needs) • Boys and Girls Club of the Fox Valley: $100,000 (Unrestricted Grant to Support Operations) The foundation made an additional 25 grants totaling $590,000 in 2023.
What size grants does Charles Family Foundation Inc award?
In 2024, Charles Family Foundation Inc awarded 45 grants totaling $677K — an average of about $15K per grant, based on its IRS Form 990 filings.
How much is Charles Family Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Charles Family Foundation Inc reported a distributable amount of $598K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Charles Family Foundation Inc's EIN?
Charles Family Foundation Inc's EIN (Employer Identification Number) is 26-3925889. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Charles Family Foundation Inc's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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