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Also known as: C/O FAMILY OFFICE MANAGEMENT SERVICES
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Charlesview Foundation is a private trust based in BEVERLY, MA. The foundation received its IRS ruling in 2019. The principal officer is Family Office Mgmt Services. It holds total assets of $6.5M. Annual income is reported at $3.4M. Total assets have grown from $250K in 2018 to $6.5M in 2024. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2024. The foundation primarily funds organizations in Massachusetts and Vermont. According to available records, Charlesview Foundation has made 36 grants totaling $425K, with a median grant of $10K. Annual giving has grown from $158K in 2022 to $268K in 2023. Individual grants have ranged from $5K to $25K, with an average award of $12K. The foundation has supported 26 unique organizations. The foundation primarily supports organizations in Massachusetts, Vermont, Maine, which account for 86% of all grants. Grantmaking reaches organizations across 6 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$5K
Median Grant
$5K
Average Grant
$7K
Largest Grant
$10K
Based on 15 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Charlesview Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 36 grants. Its grantmaking reaches organizations primarily in MA, VT, ME.
Charlesview Foundation has distributed a total of $425K across 36 grants. The median grant size is $10K, with an average of $12K. Individual grants have ranged from $5K to $25K.
Charlesview Foundation typically selects its grantees rather than accepting unsolicited proposals.
Charlesview Foundation is headquartered in BEVERLY, MA. While based in MA, the foundation distributes grants to organizations across 6 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Michael J Zak | TRUSTEE | $0 | $0 | N/A |
| Roxanne Eigenbrod Zak | TRUSTEE | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$6.5M
Fair Market Value
N/A
Net Worth
$6.5M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
36
Total Giving
$425K
Average Grant
$12K
Median Grant
$10K
Unique Recipients
26
Most Common Grant
$10K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Woodstock Nursery SchoolCHARITABLE | Woodstock, MA | $25K | 2023 |
| The Carrot ProjectCHARITABLE | Boston, MA | $20K | 2023 |
| The Partnership ProjectCHARITABLE | Portland, OR | $20K | 2023 |
| Dignity MattersCHARITABLE | Framingham, MA | $15K | 2023 |
| Berkshire GrownCHARITABLE | Great Barrington, MA | $15K | 2023 |
| Trustees Of The ReservationCHARITABLE | Boston, MA | $15K | 2023 |
| Alzheimers AssociationCHARITABLE | Chicago, IL | $15K | 2023 |
| Woodstock Community TrustCHARITABLE | Woodstock, VT | $13K | 2023 |
| Coastal Rivers ConservationCHARITABLE | Damariscotta, ME | $10K | 2023 |
| Green Roots IncCHARITABLE | Chelsea, MA | $10K | 2023 |
| Boston Public Library FundCHARITABLE | Boston, MA | $10K | 2023 |
| Northeast Organic Farming Association Of VermontCHARITABLE | Richmond, VT | $10K | 2023 |
| Boston Food Forest CoalitionCHARITABLE | Jamaica Plain, MA | $10K | 2023 |
| The Teacher CollaborativeCHARITABLE | Somerville, MA | $10K | 2023 |
| Jumpstart For Young Children IncCHARITABLE | Boston, MA | $10K | 2023 |
| Native Plant TrustCHARITABLE | Framingham, MA | $10K | 2023 |
| OarsCHARITABLE | Concord, MA | $10K | 2023 |
| American RiversCHARITABLE | Washington, DC | $10K | 2023 |
| Twin Villages Foodbank FarmCHARITABLE | Damariscotta, ME | $10K | 2023 |
| Acadia CenterCHARITABLE | Boston, MA | $10K | 2023 |
| Concord Land Conservation TrustCHARITABLE | Concord, MA | $5K | 2023 |
| Sustainable WoodstockCHARITABLE | Woodstock, VT | $5K | 2023 |
| Maine Community FoundationCHARITABLE | Ellsworth, ME | $10K | 2022 |
| Central Mass GrownCHARITABLE | Worcester, MA | $5K | 2022 |
| Smart From The StartCHARITABLE | Boston, MA | $5K | 2022 |
| Alternatives For Community & EnvironmentCHARITABLE | Roxbury, MA | $5K | 2022 |