The Charlesview Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BEVERLY, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.5M in total assets. In 2024, it awarded 10 grants totaling $113K. Net investment income was $630K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$6.5M
+48.5% YoY
Annual Giving
$113K
-58.0% YoY
Grant Count
10
-54.5% YoY
Avg Grant Size
$11K
-7.5% YoY
Under IRS private-foundation payout rules, The Charlesview Foundation reported a distributable amount of $312K for 2024 — the minimum it must pay out in qualifying distributions.
About The Charlesview Foundation
Based on IRS filings
The Charlesview Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BEVERLY, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.5M in total assets. In 2024, it awarded 10 grants totaling $113K. Net investment income was $630K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,504,193 | $4,378,812 | $4,024,925 |
| Revenue | $2,306,355 | $1,058,551 | $990,005 |
| Expenses | $140,895 | $289,706 | $191,777 |
| Qualifying Distributions | $112,500 | $267,600 | $157,500 |
| Net Investment Income | $629,969 | $107,105 | $119,976 |
| Distributable Amount | $311,589 | $208,910 | $163,015 |
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
62 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Alzheimers Association ($15,000), Trustees of the Reservation ($15,000), Woodstock Community Trust ($12,500).
| Recipient | Purpose | Amount |
|---|---|---|
| ACADIA CENTER BOSTON, MA | CHARITABLE | $10,000 |
| ALZHEIMERS ASSOCIATION CHICAGO, IL | CHARITABLE | $15,000 |
| BOSTON PUBLIC LIBRARY FUND BOSTON, MA | CHARITABLE | $10,000 |
| JUMPSTART FOR YOUNG CHILDREN INC BOSTON, MA | CHARITABLE | $10,000 |
| THE CARROT PROJECT BOSTON, MA | CHARITABLE | $10,000 |
| THE PARTNERSHIP PROJECT PORTLAND, OR | CHARITABLE | $10,000 |
| THE TEACHER COLLABORATIVE SOMERVILLE, MA | CHARITABLE | $10,000 |
| TRUSTEES OF THE RESERVATION BOSTON, MA | CHARITABLE | $15,000 |
| WOODSTOCK COMMUNITY TRUST WOODSTOCK, VT | CHARITABLE | $12,500 |
| WOODSTOCK NURSERY SCHOOL WOODSTOCK, MA | CHARITABLE | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MICHAEL J ZAK | TRUSTEE | 1 | — |
| ROXANNE EIGENBROD ZAK | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Charlesview Foundation?
The Charlesview Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BEVERLY, MA. It holds $6.5M in total assets as of 2024.
How large is The Charlesview Foundation?
As of 2024, The Charlesview Foundation holds $6.5M in total assets with $2.3M in annual revenue. It awarded 10 grants totaling $113K in 2024.
Where does The Charlesview Foundation operate?
The Charlesview Foundation has awarded grants in California, District of Columbia, Illinois, Massachusetts, Maine, Oregon, Vermont.
What size grants does The Charlesview Foundation award?
In 2024, The Charlesview Foundation awarded 10 grants totaling $113K — an average of about $11K per grant, based on its IRS Form 990 filings.
How much is The Charlesview Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Charlesview Foundation reported a distributable amount of $312K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Charlesview Foundation's EIN?
The Charlesview Foundation's EIN (Employer Identification Number) is 83-2468501. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Charlesview Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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