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Charlesbank Homes

WALPOLE, MA EIN: 04-2103755 Website

Charlesbank Homes is a private foundation established in 1911 by Edwin Ginn, an educational publisher and philanthropist. Based in Walpole, Massachusetts, the foundation operates as a 501(c)(3) organization with tax-exempt status since April 1938. The organization carries forward Ginn's legacy of providing affordable housing solutions by making capital grants to nonprofit organizations across Massachusetts.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$21.3M

+3.6% YoY

Annual Giving

$1.1M

+1.7% YoY

Grant Count

20

+25.0% YoY

Avg Grant Size

$53K

-18.7% YoY

Under IRS private-foundation payout rules, Charlesbank Homes reported a distributable amount of $1.1M for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation makes capital grants to Massachusetts nonprofit organizations providing housing to low and moderate income individuals and families. The foundation funds:

  • New construction of affordable housing
  • Rehabilitation and major repairs
  • Renovations beyond a property's standard capital reserves
  • Preservation of existing affordable housing stock

Grantmaking

Grant Range

** $25,000 to $100,000

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Geographic Focus

Where this funder awards grants

Massachusetts statewide

Grant Distribution by State

1states

Cities

ActonAttleboroAttleboroughBeverlyBostonBraintreeBrocktonBrooklineCambridgeCarverChelseaChesterfieldDanversEast BostonFitchburgFlorenceFraminghamGloucesterHyde ParkLawrence

Financial History

Multi-year comparison from IRS filings

As of Fiscal Year Ending April 2025:

  • Total Assets: $21,261,705
  • Total Revenues: $976,200
  • Total Expenses: $1,122,900
  • Total Liabilities: $0

As of Fiscal Year Ending April 2024:

  • Total Assets: $20,500,000
  • Total Revenues: $785,050
  • Total Expenses: $1,100,000

Annual Giving: Approximately $1,057,500

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$662K$1M$2M$3M20212022202320242025
Metric202520242023
Total Assets$21,261,705$20,525,140$19,314,514
Revenue$976,200$785,050$753,193
Expenses$1,122,900$1,101,792$1,054,939
Qualifying Distributions$1,064,494$1,046,091$962,040
Net Investment Income$969,973$574,349$660,294
Distributable Amount$1,051,125$963,087$962,308

Giving Over Time

Total grant dollars and number of grants per year

$0$285K$571K$856K$1M24 grants202119 grants202216 grants202316 grants202420 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

COMMUNITY TEAM WORK$75KNOAH$75KCOMMUNITY ACTION FOR BET…$75KBOSTON NEIGHBORHOOD COMM…$75KTHE HAVEN PROJECT$58KHABITAT FOR HUMANITY GRE…$50KHABITAT FOR HUMANITY CAP…$50KOLD COLONY HABITAT FOR H…$50KHABITAT FOR HUMANITY NOR…$50KCOMMONWEALTH LAND TRUST$50K

Grant Size Distribution

95 grants across all recorded years

13<$50K75$50–100K7$100–250K$250–500K$500K–1M$1–5M$5M+

Open Grants

1 open opportunity from Charlesbank Homes

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Community Team Work ($75,000), Noah ($75,000), Community Action for Better Housing ($75,000).

RecipientPurposeAmount
COMMUNITY TEAM WORK LOWELL, MACONSTRUCT 19 EFFICIENCY UNITS FOR THE HOMELESS OR DISABLED$75,000
HABITAT FOR HUMANITY GREATER LOWELL WESTFORD, MARENOVATE A 3-BEDROOM, SINGLE FAMILY HOME$50,000
HABITAT FOR HUMANITY CAPE COD NORTH EASTON, MADEVELOP 2 AFFORDABLE HOMES$50,000
BUZZARD'S BAY AREA HABITAT FOR HUMANITY MATTAPOISETT, MACONSTRUCT A DUPLEX$25,000
OLD COLONY HABITAT FOR HUMANITY ATTLEBOROUGH, MARENOVATE A 3-BEDROOM HOME$50,000
HABITAT FOR HUMANITY NORTH CENTRAL MA LEOMINSTER, MACONSTRUCT A 3-BEDROOM HOUSE$50,000
COMMONWEALTH LAND TRUST BOSTON, MACREATE 24 STUDIO UNITS$50,000
PIONEER VALLEY HABITAT FOR HUMANITY FLORENCE, MACONSTRUCT A 3-BEDROOM HOME$50,000
NOAH EAST BOSTON, MADEVELOP A 7-UNIT HOME OWNERSHIP BUILDING$75,000
HALEY HOUSE INC BOSTON, MARENOVATE A KITCHEN$25,000

Leadership & Key People

Leadership team and compensation from IRS filings

Board of Trustees:

  • Felicia Jacques
  • Jason Law, CFA
  • Mark Winkeller
  • Russ Tanner
  • Stephanie Page

Officers:

  • Jeanne Pinado, President
  • Kathryn Roy, Vice President and Assistant Treasurer
  • Philip J. Notopoulos, Vice President and Secretary
  • Bruce Berzin, Treasurer
  • Elizabeth A. Hibbard

Trustee Emeritus:

  • Thomas W. Cornu
  • Richard H. Sayre

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
PHILIP J NOTOPOULOSVICE PRESIDENT & SECRETARY2
RICHARD H SAYRETRUSTEE2
JEANNE PINADOTRUSTEE & PRESIDENT2
KATHRYN ROYVICE PRESIDENT &ASSISTANT TREASURER2
BRUCE BERZINTRUSTEE & TREASURER2
L JASON LAWTRUSTEE2
ELIZABETH HIBBARDTRUSTEE2
FELICIA JACQUESTRUSTEE2
MARK WINKELLERTRUSTEE2
THOMAS W CORNUTRUSTEE EMERITUS2

Frequently Asked Questions

What does Charlesbank Homes fund?

The foundation makes capital grants to Massachusetts nonprofit organizations providing housing to low and moderate income individuals and families. The foundation funds: • New construction of affordable housing • Rehabilitation and major repairs • Renovations beyond a property's standard capital reserves • Preservation of existing affordable housing stock

How do I apply for a grant from Charlesbank Homes?

**Grant Range:** $25,000 to $100,000 **Types of Support:** Capital grants for construction, repairs, maintenance, and renovations **Recent Grant Activity (2024-2025):** • Total grants awarded: $1,007,500 (fiscal year 5/1/2024 - 4/30/2025) • Recent grantees include: • Boston Neighborhood Community Land Trust: $75,000 (heating system and insulation update for 3-family home) • Community Action For Better Housing (CABH): $75,000 (restoration of 26-unit building damaged by fire) • Noah Community Dev…

Where does Charlesbank Homes make grants?

Massachusetts statewide

What size grants does Charlesbank Homes award?

In 2025, Charlesbank Homes awarded 20 grants totaling $1.1M — an average of about $53K per grant, based on its IRS Form 990 filings.

How much is Charlesbank Homes required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Charlesbank Homes reported a distributable amount of $1.1M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Charlesbank Homes's EIN?

Charlesbank Homes's EIN (Employer Identification Number) is 04-2103755. IRS Form 990 filing data is available on this page for 2021–2025.

Explore Open Grants

Browse active grant opportunities in Charlesbank Homes's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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