EIN 16-8064401

The Charles Fund

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
1966
Most recent tax filings
2023-12-01
NTEE code, primary
Description
The Charles Fund is a private foundation that primarily funds the general purposes of its grantees. Last year, it made 81 grants to organizations such as the Rochester Museum and Science Center. It is located in Charlottesville, VA.
Also known as...
Bank of America Na 03300-0022806
Total revenues
$403,176
2023
Total expenses
$628,079
2023
Total assets
$8,406,683
2023
Num. employees
0
2023

Program areas at The Charles Fund

The foundation has no direct charitable activities

Grants made by The Charles Fund

GranteeGrant descriptionAmount
Montpelier FoundationGeneral Purposes of Donee$60,000
Genesee Country Village and MuseumGeneral Purposes of Donee$50,000
American Frontier Culture FoundationGeneral Purposes of Donee$50,000
...and 51 more grants made totalling $463,250

Financials for The Charles Fund

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$281,953
Net rental income$0
Net gain from sale of non-inventory assets$121,223
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$403,176

Form 990s for The Charles Fund

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-13990PFView PDF
2022-122023-05-05990PFView PDF
2021-122022-05-13990PFView PDF
2020-122021-05-11990PFView PDF
2019-122021-06-09990PFView PDF
...and 8 more Form 990s
Data update history
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 22, 2023
Posted financials
Added Form 990PF for fiscal year 2022
October 13, 2022
Posted financials
Added Form 990PF for fiscal year 2020
October 17, 2021
Posted financials
Added Form 990PF for fiscal year 2019
November 4, 2019
Posted financials
Added Form 990PF for fiscal year 2018
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Arts, cultural, and humanities
Characteristics
Provides grantsState / local levelTax deductible donationsNo full-time employees
General information
Address
250 E High St
Charlottesville, VA 22902
Metro area
Charlottesville, VA
County
Charlottesville city, VA
Phone
(434) 293-8191
IRS details
EIN
16-8064401
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1966
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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