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EIN 26-3925889

Charles Family Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
New Franken
State
Wisconsin
Year formed
2009
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Charles Family Foundation is a private foundation that made 28 grants last year. It is supported by David Charles and is located in New Franken, WI. Grantees include Friends Of Bay Beach.
Total revenues
$1,074,912
2023
20192020202120222023$1m$3m$5m
Total expenses
$1,104,739
2023
20192020202120222023$0$1m$2m
Total assets
$10,283,503
2023
20192020202120222023$3m$7m$11m
Num. employees
0
2023
2019202020212022202300.51

Grants made by Charles Family Foundation

GranteeGrant descriptionAmount
Friends of Bay BeachFunding for Beach Improvements$240,000
Mayo ClinicUnrestricted Donation for Greatest Needs at Mayo Clinic$100,000
Boys and Girls Club of the Fox ValleyUnrestricted Grant To Support Operations$100,000
...and 25 more grants made totalling $590,000

Financials for Charles Family Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$1,000,000
Investment income and dividends$258,735
Net rental income$108,008
Net gain from sale of non-inventory assets$-341,634
Gross sales of inventory$0
Miscellaneous revenues$28,375
Total revenues$1,074,912

Form 990s for Charles Family Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-13990PFView PDF
2022-122023-11-14990PFView PDF
2021-122022-11-15990PFView PDF
2020-122021-11-02990PFView PDF
2019-122021-06-09990PFView PDF
...and 9 more Form 990s
Data update history
January 23, 2024
Posted financials
Added Form 990PF for fiscal year 2022
July 15, 2023
Posted financials
Added Form 990PF for fiscal year 2021
August 9, 2022
Posted financials
Added Form 990PF for fiscal year 2020
October 18, 2021
Posted financials
Added Form 990PF for fiscal year 2019
September 24, 2021
Updated personnel
Identified 1 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsFamily foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsState / local levelTax deductible donationsNo full-time employees
General information
Address
5845 N Shore Acres
New Franken, WI 54229
Metro area
Green Bay, WI
County
Brown County, WI
Phone
(920) 432-5777
IRS details
EIN
26-3925889
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2009
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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