Charles Family Foundation Inc
Charles Family Foundation Inc is a private foundation based in New Franken, Wisconsin. Its 2024 filing reports grants to organizations supporting community improvements, education, youth programs, health care, and other charitable purposes.
Charles Family Foundation Inc at a glance
In short: Charles Family Foundation Inc gave $677K across 45 grants in 2024 (avg $15K), mostly in Wisconsin. 7% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $676,800
- -11.3% vs 2023
- Grants made (2024)
- 45
- -2.2% vs 2023
- Average grant
- $15,040
- -9.3% vs 2023
- Median grant
- $5,000
- Total assets
- $11,029,498
- +7.3% vs 2023
- New grantees (estimate)
- 7% first-time grantees (3 of 45, 2024)
- Primary geography
- Wisconsin (83% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Charles Family Foundation Inc
- How to Apply
-
Contact David R. Charles and submit general information about the request; the foundation states that it has no standard application form. It awards grants only to organizations with proof of IRC Section 501(c)(3) public charity status.
- Contact
Application contact: David R Charles
Mailing address: 5845 N Shore Acres Rd, New Franken, WI 54229
Phone: (920) 432-5777
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Charles Family Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Friends of Bay Beach ($200K). Together the top 10 received $562K.
Grant Size Distribution
188 grants across all recorded years
The most common grant size was under $50K: 171 grants of 188 (91%).
Geographic Focus
Where this funder awards grants
In 2024, 83% of grant dollars went to recipients in Wisconsin and 15% to recipients in Minnesota. The filing also reports shares for Colorado, Tennessee, and Arkansas at 1%, 0%, and 0%, respectively.
Grant Distribution by State
Share of 2024 grant dollars across all 45 itemized grants.
Cities
Is Charles Family Foundation Inc open to new grantees?
7%
first-time grantees, 2024
In 2024, 3 of 45 grantees (7%) were first-time recipients. First grants averaged $5K; repeat grants $16K. How we count
Medians: $3K first-time, $5K repeat.
- 93% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+2%). Method
- In 2024 it paid out 115% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). 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 2020 to 2024, annual grant giving ranged from $495K (2022) to $763K (2023). In 2024 it made 45 grants totaling $677K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Friends of Bay Beach Green Bay, WI | Funding for Beach Improvements | $200,000 |
| Mayo Clinic Rochester, MN | Unrestricted Donation for Greatest Needs at Mayo Clinic | $100,000 |
| Grace - Green Bay Area Catholic Education Green Bay, WI | Special staff grants for the grace master's degree path program and top teacher talent awards funding | $80,000 |
| Green Bay Preble Optimist Foundation Green Bay, WI | To Support Youth Programs and Events. | $75,000 |
| Rawhide Boys Ranch New London, WI | To Fund Charitable Objectives of Charity | $30,000 |
| Children's Hospital of WI Foundation Milwaukee, WI | Ne Care Closer to Home Site | $20,000 |
| Stella Maris Foundation Inc Green Bay, WI | To Support Grants to Individuals in Need. | $20,000 |
| YWCA Green Bay, WI | 2024 Annual Campaign | $15,000 |
| Families in Transition Support Network Inc Wisconsin Dells, WI | Donation for the Holiday Market Program | $11,800 |
| Autism Society of Southeastern WI Wauwatosa, WI | Funding for the 2024 Annual Campaign. | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $11,029,498 | $1,617,513 | $871,518 | $676,800 | 45 | $684,467 | $407,621 | $597,604 |
| 2023 | $10,283,503 | $1,074,912 | $1,104,739 | $762,733 | 46 | $770,372 | $163,634 | $538,685 |
| 2022 | $10,313,330 | $2,590,118 | $797,586 | $494,800 | 34 | $503,479 | $101,768 | $463,662 |
| 2021 | $8,527,798 | $1,529,619 | $1,130,386 | $662,634 | 35 | $672,284 | $186,981 | $355,631 |
| 2020 | $8,116,565 | $5,469,140 | $694,852 | $637,750 | 28 | — | $3,196,191 | $227,096 |
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.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The available filing information does not state a mission for the foundation. Its 2024 grants include support for beach improvements, education, youth programs, health care, and organizations serving people in need.
Among the organizations supported, the Green Bay Preble Optimist Foundation says its mission is to support the Green Bay Preble Optimist Club’s efforts to assist Green Bay-area youth organizations. CASA of Brown County says it advocates for the best interests of abused and neglected children. Curative Connections says it helps people achieve independence, including people facing concerns related to aging, disability, mental health, or barriers to employment.
Grantmaking
In 2024, the foundation reported 45 grants totaling $676,800. Grant amounts ranged from $500 to $200,000, with a median of $5,000. Larger grants included $200,000 to Friends of Bay Beach for beach improvements; $100,000 to Mayo Clinic for its greatest needs; $80,000 to GRACE – Green Bay Area Catholic Education for staff grants and teacher talent awards; and $75,000 to Green Bay Preble Optimist Foundation to support youth programs and events. Other grants included $30,000 to Rawhide Boys Ranch, $20,000 each to Children’s Hospital of Wisconsin Foundation and Stella Maris Foundation, and $15,000 to YWCA.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists David R. Charles as president, vice president, and treasurer, and Kristie J. Barbaro as secretary.
Charles Family Foundation Inc is led by David R. Charles, President, Vice President & Treasurer on every filing since 2020; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
David R. Charles
President, Vice President & Treasurer
On filings since 2020
1 hr/week
No compensation reported
Kristie J. Barbaro
Secretary
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Foundation Inc
How much does Charles Family Foundation Inc give each year?
Charles Family Foundation Inc gave $677K across 45 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $763K across 46 grants.
What is Charles Family Foundation Inc's typical grant size?
Charles Family Foundation Inc's median grant in 2024 was $5,000, and its average grant was $15,040, across 45 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Charles Family Foundation Inc that year got $5K on average.
Where does Charles Family Foundation Inc give grants?
Charles Family Foundation Inc gives mostly in Wisconsin: 83% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Minnesota (15%). The most frequent recipient cities were Green Bay, WI (21 grants), De Pere, WI (2 grants) and Madison, WI (2 grants).
Does Charles Family Foundation Inc give general operating support?
Yes: 11% of Charles Family Foundation Inc's 2024 grants with a stated purpose (5 of 45) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Charles Family Foundation Inc's largest grantees?
Charles Family Foundation Inc's largest 2024 grantees include Friends of Bay Beach ($200,000), Mayo Clinic ($100,000) and Grace - Green Bay Area Catholic Education ($80,000), according to its 2024 IRS Form 990-PF. Together they received 56% of its itemized 2024 grant dollars.
How large is Charles Family Foundation Inc?
Charles Family Foundation Inc reported $11.0M in total assets on its 2024 IRS Form 990-PF. It paid out $684K in qualifying distributions that year, against a required minimum of $598K (roughly 5% of its investment assets).
What does Charles Family Foundation Inc fund?
The available filing information does not state a mission for the foundation. Its 2024 grants include support for beach improvements, education, youth programs, health care, and organizations serving people in need. See mission & focus areas ↑
How do I apply for a grant from Charles Family Foundation Inc?
Contact David R. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Charles Family Foundation Inc funder profile. GrantGraph. Retrieved October 10, 2026, from https://grantable.co/funders/charles-family-foundation-inc-morg_bfae53590c4c4ec6aad760d50d632d37
BibTeX
@misc{grantable_263925889_2026,
author = {{Grantable}},
title = {{Charles Family Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/charles-family-foundation-inc-morg_bfae53590c4c4ec6aad760d50d632d37},
note = {Accessed 2026-10-10. 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 Foundation Inc'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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