The Charlesview Foundation
The Charlesview Foundation is a private foundation based in Beverly, Massachusetts. Its 2024 filing lists contributions to charitable organizations in Massachusetts, Illinois, Vermont, and Oregon.
The Charlesview Foundation at a glance
In short: The Charlesview Foundation gave $113K across 10 grants in 2024 (avg $11K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $112,500
- -58.0% vs 2023
- Grants made (2024)
- 10
- -54.5% vs 2023
- Average grant
- $11,250
- -7.5% vs 2023
- Median grant
- $10,000
- Total assets
- $6,504,193
- +48.5% vs 2023
- Primary geography
- Massachusetts (67% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to The Charlesview Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds; it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 50 Dunham Ridge Suite 3100, Beverly, MA 01915
Phone: (781) 937-5332
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Charlesview Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Alzheimers Association ($15K). Together the top 10 received $113K.
Grant Size Distribution
62 grants across all recorded years
The most common grant size was under $50K: 62 grants of 62 (100%).
Geographic Focus
Where this funder awards grants
In 2024, 67% of grant dollars went to recipients in Massachusetts, 13% to Illinois, 11% to Vermont, and 9% to Oregon.
Grant Distribution by State
Share of 2024 grant dollars across all 10 itemized grants.
Cities
How The Charlesview Foundation gives
- 100% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+7%). Method
- In 2024 it paid out 36% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (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 $8K (2020) to $268K (2023). In 2024 it made 10 grants totaling $113K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Alzheimers Association Chicago, IL | Charitable | $15,000 |
| Trustees of the Reservation Boston, MA | Charitable | $15,000 |
| Woodstock Community Trust Woodstock, VT | Charitable | $12,500 |
| Acadia Center Boston, MA | Charitable | $10,000 |
| 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 |
| Woodstock Nursery School Woodstock, MA | Charitable | $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 | $6,504,193 | $2,306,355 | $140,895 | $112,500 | 10 | $112,500 | $629,969 | $311,589 |
| 2023 | $4,378,812 | $1,058,551 | $289,706 | $267,600 | 22 | $267,600 | $107,105 | $208,910 |
| 2022 | $4,024,925 | $990,005 | $191,777 | $157,500 | 14 | $157,500 | $119,976 | $163,015 |
| 2021 | $2,627,478 | $2,402,771 | $109,635 | $105,000 | 15 | $105,000 | $797,787 | $164,642 |
| 2020 | $2,231,365 | $10,415 | $32,500 | $7,500 | 1 | — | $915 | $106,252 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grantees include organizations whose own missions address community projects, early-childhood education, public library support, and teacher development. Woodstock Community Trust describes itself as an umbrella organization that helps volunteer-driven groups carry out local projects to improve quality of life. Jumpstart for Young Children says it provides language, literacy, and social-emotional programming for preschool children from underserved communities. The Boston Public Library Fund says it supports the Boston Public Library to help keep it viable, engaging, accessible, and free. The Teacher Collaborative says it empowers teachers to transform teaching and learning toward equity and excellence.
Grantmaking
In 2024, the foundation reported 10 grants totaling $112,500. Grants ranged from $10,000 to $15,000, with a median of $10,000. Recipients included:
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Michael J. Zak and Roxanne Eigenbrod Zak as trustees.
The Charlesview Foundation's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Michael J. Zak
Trustee
On filings since 2020
1 hr/week
No compensation reported
Roxanne Eigenbrod Zak
Trustee
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 The Charlesview Foundation
How much does The Charlesview Foundation give each year?
The Charlesview Foundation gave $113K across 10 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $268K across 22 grants.
What is The Charlesview Foundation's typical grant size?
The Charlesview Foundation's median grant in 2024 was $10,000, and its average grant was $11,250, across 10 grants on its 2024 IRS Form 990-PF.
Where does The Charlesview Foundation give grants?
The Charlesview Foundation gives mostly in Massachusetts: 67% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Illinois (13%) and Vermont (11%). The most frequent recipient cities were Boston, MA (5 grants).
Does The Charlesview Foundation give general operating support?
Not in 2024: none of the 10 grants with a stated purpose on The Charlesview Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (10 grants).
Who are The Charlesview Foundation's largest grantees?
The Charlesview Foundation's largest 2024 grantees include Alzheimers Association ($15,000), Trustees of the Reservation ($15,000) and Woodstock Community Trust ($12,500), according to its 2024 IRS Form 990-PF. Together they received 38% of its itemized 2024 grant dollars.
How large is The Charlesview Foundation?
The Charlesview Foundation reported $6.5M in total assets on its 2024 IRS Form 990-PF. It paid out $113K in qualifying distributions that year, against a required minimum of $312K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Charlesview Foundation fund?
No mission statement for the foundation is provided. Its 2024 grantees include organizations whose own missions address community projects, early-childhood education, public library support, and teacher development. See mission & focus areas ↑
How do I apply for a grant from The Charlesview Foundation?
The foundation does not accept unsolicited requests for funds; it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does The Charlesview Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 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). The Charlesview Foundation funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/the-charlesview-foundation-morg_442c920430044f959408be6e0fe7d49b
BibTeX
@misc{grantable_832468501_2026,
author = {{Grantable}},
title = {{The Charlesview Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-charlesview-foundation-morg_442c920430044f959408be6e0fe7d49b},
note = {Accessed 2026-10-12. 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 The Charlesview Foundation'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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