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The Charles Fund Inc

EIN 16-8064401 · files IRS 990-PF

Given, as filed$3.8m2018–2025 · 577 grants
2018: $481.5k · 79 grants20182019: no grants on file for this year yet20192020: $544.5k · 81 grants20202021: $530.5k · 89 grants20212022: $603.0k · 85 grants2022$603.0k2023: $526.5k · 82 grants20232024: $501.5k · 81 grants20242025: $584.0k · 80 grants2025$584.0k
Grantees48funded more than once, matching gifts aside
43 of 4843of 48
Assets, year endnot on file
Board and officers7on its latest return

Where it gives

By cause and by place, from its own returns.

By cause

The cause each recipient registered with the IRS

Arts and culture$1.0m
Human services$309.9k
Environment$172.0k
Health care$117.8k
Youth development$36.5k
Community improvement$30.0k
Crime and legal$11.0k
Housing and shelter$5.9k
Philanthropy and grantmaking$4.3k
Cause not on file$2.0m

Mostly grants abroad and recipients without a US registration. Shown, never hidden.

By place

Dollars received, by the recipient's state

half the top state or more10–50%2–10%under 2%

Grants abroad and place not on file: 309 grants · $1.9m

Who it funds most

43 of its 48 grantees were funded in more than one year.

The Charles Fund Inc's own IRS 990-PF returns, as filed, in USD

Who funds the same organisations

Counted over its 40 largest grantees, leaving out fiscal sponsors and donor-advised funds, which share an address rather than a cause. A fact, not a partnership.

Its board and officers

From its latest return.

J Walker Richmond IIIPresident
Anne M FarnhamDirector
Gregory CarverDirector
Joseph W Richmond JRDirector
Timothy AlexanderDirector
Betsy CarverVice President
Deborah MaggsVice President

Form 990PF Part VIII, tax year 2023, filing 202411349349100616

Name and title as its own return lists them. No pay, no address. A photograph appears only where the person's own organisation or a free licence publishes one, credited beside it; otherwise none. Anyone can ask to be removed: hello@philanova.ai.

Its money

What it gave, held and paid, by year.

Giving by year

2018: $481.5k · 79 grants20182019: no grants on file for this year yet20192020: $544.5k · 81 grants20202021: $530.5k · 89 grants20212022: $603.0k · 85 grants2022$603.0k2023: $526.5k · 82 grants20232024: $501.5k · 81 grants20242025: $584.0k · 80 grants2025$584.0k

A year with no bar has no grants on file yet: its returns may not be loaded. It is not a year without giving.

Its returns7 filings
Tax yearFormFilingWhere to read it
2025IRS 990-PF202620909349100017IRS batch file
2024IRS 990-PF202521369349100137IRS batch file
2023IRS 990-PF202411349349100616IRS batch file
2022IRS 990-PF202321259349102117IRS batch file
2021IRS 990-PF202201339349102790IRS batch file
2020IRS 990-PF202111319349100926IRS batch file
2018IRS 990-PF201911379349100026IRS batch file

An IRS batch file holds many returns; the filing number finds this one inside it.

The record as filedEvery table this page has always shown, in full.open

The Charles Fund Inc made 577 grants across 2018–2025, totalling $3.8m as filed.

Grants
577
Total, as filed
$3.8m
Years
2018–2025
Filed in
USD

Who it funds

OrganisationGrantsTotal
ROCHESTER MUSEUM AND SCIENCE CENTER7$425.0k
MONTPELIER FOUNDATION7$405.0k
AMERICAN FRONTIER CULTURAL FOUNDATION7$310.0k
HILLSIDE FAMILY OF AGENCIES6$310.0k
GENESEE COUNTRY VILLAGE & MUSEUM7$280.0k
THOMAS JEFFERSON FOUNDATION7$205.0k
JEFFERSON AREA BOARD FOR AGING7$190.0k
SHENANDOAH NATIONAL PARK TRUST7$170.0k
UNCOMMON SCHOOLS ROCHESTER PREP5$135.0k
UNITED WAY - THOMAS JEFFERSON AREA7$125.0k
CHILD HEALTH PARTNERSHIP INC6$115.0k
MARTHA JEFFERSON HOSPITAL FOUNDATION4$105.0k
HOSPICE OF THE PIEDMONT6$100.0k
MADISON HOUSE7$96.0k
LEWIS AND CLARK EXPLORATORY CENTER5$85.0k

By year

YearGrantsTotal
201879$481.5k
202081$544.5k
202189$530.5k
202285$603.0k
202382$526.5k
202481$501.5k
202580$584.0k

Where this came from

Identifier US-EIN-168064401. Register: Internal Revenue Service (US). Machine-readable: JSON.

What this page does not know

  • Wrong if: a figure recovered from a subtotal is read as the sum of the recovered rows. A subtotal divides onto a whole penny whatever its parts did, so rows the per-row rule refuses are inside these figures.
  • What they say they exist to do
  • What each grant was for
  • What they fund, by theme
  • Balance sheet and financials
  • Who runs it
  • Whether they accept proposals
  • Their own record on the register
  • No website on file
  • Leadership not yet identified
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