The Charlesview Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Charlesview Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 83-2468501
Foundation Overview
Based in Beverly, MA, The Charlesview Foundation has awarded 66 grants totaling $695,100 to organizations in Massachusetts, Vermont and 5 other states across the US. Individual grants range from $5,000 to $25,100, with a median award of $10,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
11 of 22 recipients (50%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.
Geographic Focus
67% of grants are awarded in Massachusetts, with additional funding distributed across 6 other locations. The foundation balances regional focus with broader geographic diversity. Within Massachusetts, funding concentrates in Boston (41%), Chelsea (9%), Somerville (9%).
Funding Trajectory
Strong 3468% growth in annual giving over 3 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into The Charlesview Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Trustees Of The Reservation | $15,000 | Boston, MA, US | Charitable | 2023 |
| The Teacher Collaborative | $10,000 | Somerville, MA, US | Charitable | 2023 |
| Sustainable Woodstock | $5,000 | Woodstock, VT, US | Charitable | 2023 |
| Woodstock Community Trust | $12,500 | Woodstock, VT, US | Charitable | 2023 |
| Jumpstart For Young Children Inc | $10,000 | Boston, MA, US | Charitable | 2023 |
| Alzheimers Association | $15,000 | Chicago, IL, US | Charitable | 2023 |
| Native Plant Trust | $10,000 | Framingham, MA, US | Charitable | 2023 |
| Northeast Organic Farming Association Of Vermont | $10,000 | Richmond, VT, US | Charitable | 2023 |
| Oars | $10,000 | Concord, MA, US | Charitable | 2023 |
| Boston Food Forest Coalition | $10,000 | Jamaica Plain, MA, US | Charitable | 2023 |
| American Rivers | $10,000 | Washington, DC, US | Charitable | 2023 |
| Twin Villages Foodbank Farm | $10,000 | Damariscotta, ME, US | Charitable | 2023 |
| Coastal Rivers Conservation | $10,000 | Damariscotta, ME, US | Charitable | 2023 |
| Dignity Matters | $15,000 | Framingham, MA, US | Charitable | 2023 |
| Berkshire Grown | $15,000 | Great Barrington, MA, US | Charitable | 2023 |
| Green Roots Inc | $10,000 | Chelsea, MA, US | Charitable | 2023 |
| Boston Public Library Fund | $10,000 | Boston, MA, US | Charitable | 2023 |
| The Carrot Project | $20,000 | Boston, MA, US | Charitable | 2023 |
| The Partnership Project | $20,000 | Portland, OR, US | Charitable | 2023 |
| Woodstock Nursery School | $25,100 | Woodstock, MA, US | Charitable | 2023 |
| Concord Land Conservation Trust | $5,000 | Concord, MA, US | Charitable | 2023 |
| Acadia Center | $10,000 | Boston, MA, US | Charitable | 2023 |
| Alternatives For Community & Environment | $5,000 | Roxbury, MA, US | Charitable | 2022 |
| Berkshire Grown | $5,000 | Great Barrington, MA, US | Charitable | 2022 |
| Central Mass Grown | $5,000 | Worcester, MA, US | Charitable | 2022 |
| Green Roots Inc | $10,000 | Chelsea, MA, US | Charitable | 2022 |
| Jumpstart For Young Children Inc | $25,000 | Boston, MA, US | Charitable | 2022 |
| Maine Community Foundation | $10,000 | Ellsworth, ME, US | Charitable | 2022 |
| Sustainable Woodstock | $5,000 | Woodstock, VT, US | Charitable | 2022 |
| The Carrot Project | $10,000 | Boston, MA, US | Charitable | 2022 |
| The Teacher Collaborative | $20,000 | Somerville, MA, US | Charitable | 2022 |
| Trustees Of The Reservation | $25,000 | Boston, MA, US | Charitable | 2022 |
| The Partnership Project | $5,000 | Portland, OR, US | Charitable | 2022 |
| Alzheimers Association | $15,000 | Chicago, IL, US | Charitable | 2022 |
| Smart From The Start | $5,000 | Boston, MA, US | Charitable | 2022 |
| Woodstock Community Trust | $12,500 | Woodstock, VT, US | Charitable | 2022 |
| Alternatives For Community & Environment | $5,000 | Roxbury, MA, US | Charitable | 2022 |
| Berkshire Grown | $5,000 | Great Barrington, MA, US | Charitable | 2022 |
| Central Mass Grown | $5,000 | Worcester, MA, US | Charitable | 2022 |
| Green Roots Inc | $10,000 | Chelsea, MA, US | Charitable | 2022 |
| Jumpstart For Young Children Inc | $25,000 | Boston, MA, US | Charitable | 2022 |
| Maine Community Foundation | $10,000 | Ellsworth, ME, US | Charitable | 2022 |
| Sustainable Woodstock | $5,000 | Woodstock, VT, US | Charitable | 2022 |
| The Carrot Project | $10,000 | Boston, MA, US | Charitable | 2022 |
| The Teacher Collaborative | $20,000 | Somerville, MA, US | Charitable | 2022 |
| Trustees Of The Reservation | $25,000 | Boston, MA, US | Charitable | 2022 |
| The Partnership Project | $5,000 | Portland, OR, US | Charitable | 2022 |
| Alzheimers Association | $15,000 | Chicago, IL, US | Charitable | 2022 |
| Smart From The Start | $5,000 | Boston, MA, US | Charitable | 2022 |
| Woodstock Community Trust | $12,500 | Woodstock, VT, US | Charitable | 2022 |
| Trustees Of The Reservation | $10,000 | Boston, MA, US | Charitable | 2021 |
| Green Roots Inc | $10,000 | Chelsea, MA, US | Charitable | 2021 |
| The Teacher Collaborative | $10,000 | Somerville, MA, US | Charitable | 2021 |
| The Carrot Project | $10,000 | Boston, MA, US | Charitable | 2021 |
| Central Mass Grown | $5,000 | Worcester, MA, US | Charitable | 2021 |
| Berkshire Grown | $5,000 | Great Barrington, MA, US | Charitable | 2021 |
| Jumpstart For Young Children Inc | $10,000 | Boston, MA, US | Charitable | 2021 |
| Dignity Matters | $5,000 | Framingham, MA, US | Charitable | 2021 |
| Woodstock Area Relief Fund | $7,500 | Woodstock, VT, US | Charitable | 2021 |
| Sustainable Woodstock | $5,000 | Woodstock, VT, US | Charitable | 2021 |
| Maine Community Foundation | $7,500 | Ellsworth, ME, US | Charitable | 2021 |
| Alternatives For Community & Environment | $5,000 | Roxbury, MA, US | Charitable | 2021 |
| Climate Advocacy Lab | $5,000 | San Francisco, CA, US | Charitable | 2021 |
| Smart From The Start | $5,000 | Boston, MA, US | Charitable | 2021 |
| Organization For The Assabet Concord & Sudbury Rivers | $5,000 | Concord, MA, US | Charitable | 2021 |
| Trustees Of The Reservation | $7,500 | Boston, MA, US | Charitable | 2020 |
Foundations Similar to The Charlesview Foundation
Discover 5 foundations with comparable assets ($4,094,214-$4,131,338), similar grant patterns, and geographic focus in MA that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Lucia P Fulton Foundation
EIN: 04-6617090 | 350 grants awarded |
$4,123,986
(≈ Similar) |
$5,000
median grant |
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|
The Patriot Foundation
EIN: 43-6763559 | 425 grants awarded |
$4,099,868
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$5,000
median grant |
Chestnut Hill, MA
Same state |
|
|
One Step Forward Education Foundation
EIN: 27-1533374 | 63 grants awarded |
$4,126,196
(≈ Similar) |
$12,000
median grant |
Boston, MA
Same state |
|
|
Everett Co-operative Bank Charitable
EIN: 88-3453777 | 31 grants awarded |
$4,131,338
(≈ Similar) |
$5,000
median grant |
Everett, MA
Same state |
|
|
Howard E Stark Charitable Foundation
EIN: 26-0270223 | 173 grants awarded |
$4,094,214
(≈ Similar) |
$10,000
median grant |
Belchertown, MA
Same state |
|
Related Foundation Resources in MA:
Contact Information
Official contact details for The Charlesview Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 83-2468501 |
| Website | N/A |
| Address | 50 DUNHAM RIDGE SUITE 3100 Beverly, MA 01915-1882 |
Key People (2)
Board members, trustees, and key staff who oversee The Charlesview Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Michael J Zak |
|---|---|
| Trustee | Roxanne Eigenbrod Zak |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for The Charlesview Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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