Charles Foundation Inc
Charles Foundation Inc is a private foundation based in Morristown, New Jersey. The foundation maintains a focus on philanthropic grantmaking across multiple sectors.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$49.1M
+112.3% YoY
Annual Giving
$2.2M
-3.6% YoY
Grant Count
67
-4.3% YoY
Avg Grant Size
$33K
+0.7% YoY
Mission & Focus Areas
The foundation's primary funding focus areas include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Science and STEM Education
Grantmaking
The foundation makes grants to nonprofit organizations aligned with its priority areas.
Grant Range
** Typical awards range from $1,000 to $430,000
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in:
- New Jersey
- New Hampshire
- Pennsylvania
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Total Assets: $49,109,154
Total Annual Giving: $2,220,000
Contact Information:
- Address: Spring Valley Road 668, Morristown, NJ 07960
- Phone: (973) 539-2281
- EIN: 22-3292066
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $49,109,154 | $23,135,327 | $23,880,803 |
| Revenue | $23,471,625 | $1,684,847 | $3,222,700 |
| Expenses | $2,710,537 | $2,430,323 | $2,056,199 |
| Qualifying Distributions | $2,246,766 | $2,329,916 | $1,970,180 |
| Net Investment Income | $23,430,469 | $1,678,249 | $3,190,491 |
| Distributable Amount | $1,880,103 | $2,063,895 | $2,185,966 |
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
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Robert C. Rooke is listed as a contact person associated with the foundation.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBERT C ROOKE | PRES-TREAS/TRUSTEE | 5 | — |
| NATALIE D ROOKE | VICE PRES/TRUSTEE | 5 | — |
| ROBERT C ROOKE JR | SECRETARY/TRUSTEE | 5 | — |
| THOMAS W ROOKE | TRUSTEE | 5 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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