2024-05-07T11:42:58-04:00 2023-12-31 260043046 VERITY ACCOUNTANCY PC 4000 SE INTERNATIONAL WAY STE F203 MILWAUKIE OR 972228864 990PF 2023-01-01 946077619 CHARIS FUND CHAR 5037818224 1002A N SPRINGBROOK ROAD 209 NEWBERG OR 97132 DEBORAH DOBBINS WARNER TREASURER 5037818224 2024-05-06 true DEBORAH DOBBINS WARNER 999009999 true JEFFREY A HART P00241609 5032815213 2024-05-06 2023 2023-04-26 12:10:37Z X 5470699 X X 606 606 113674 113674 4380 1044231 4380 224232 224232 342892 342892 1595 1595 60848 60848 2099 100 1961 1961 472 472 66975 60848 4128 397620 397620 464595 60848 401748 -121703 282044 283804 86370 86370 1901746 2056809 3480681 58904 947811 920129 1903648 3192265 3063308 5470699 0 X 3192265 3063308 3192265 3063308 3192265 3063308 3192265 -121703 -7254 3063308 3063308 PUBLICLY TRADED SECURITIES P 251577 270007 -18430 -18430 PUBLICLY TRADED SECURITIES P 39895 56175 -16280 -16280 PUBLICLY TRADED SECURITIES P 671008 648080 22928 22928 PUBLICLY TRADED SECURITIES P 71751 55589 16162 16162 PUBLICLY TRADED SECURITIES P 10000 10000 4380 3920 3920 3920 4400 4400 480 480 false false false false false false false true true CA true false false false false true WWW.CHARISFUND.ORG DEBORAH DOBBINS WARNER 5037818224 1002A N SPRINGBROOK ROAD 209 NEWBERG OR 97132 false false false false false false false false false false false false false false false false false false false false DIANA SEDER PO BOX 271 SAN CARLOS CA 94070 PRESIDENT 0.50 0 0 0 PETER DOBBINS PO BOX 271 SAN CARLOS CA 94070 VICE PRESIDE 0.50 0 0 0 MICHAEL CHAPPELLE PO BOX 271 SAN CARLOS CA 94070 SECRETARY 0.50 0 0 0 DEBORAH DOBBINS WARNER 1002A N SPRINGBROOK ROAD 209 NEWBERG OR 97132 TREASURER 0.50 0 0 0 DAVID CHAPPELLE PO BOX 271 SAN CARLOS CA 94070 TRUSTEE 0.50 0 0 0 ANDREA D'ANNEO ARDZROONI PO BOX 271 SAN CARLOS CA 94070 TRUSTEE 0.50 0 0 0 JOHN D'ANNEO PO BOX 271 SAN CARLOS CA 94070 TRUSTEE 0.50 0 0 0 GALEN DOBBINS PO BOX 271 SAN CARLOS CA 94070 TRUSTEE 0.50 0 0 0 LEWIS DOBBINS PO BOX 271 SAN CARLOS CA 94070 TRUSTEE 0.50 0 0 0 TIM KNUTH PO BOX 271 SAN CARLOS CA 94070 TRUSTEE 0.50 0 0 0 JANET SIMMONDS POLLAK PO BOX 271 SAN CARLOS CA 94070 TRUSTEE 0.50 0 0 0 NONE NONE N/A 3964883 185087 1128000 5277970 5277970 79170 5198800 259940 259940 3920 3920 256020 256020 256020 401748 401748 256020 109418 77813 43853 139556 164361 535001 401748 256020 145728 680729 0 109418 571311 77813 43853 139556 164361 145728 CHARIS FUND PO BOX 271 SAN CARLOS CA 940700171 CHARISFAMILYFUND@GMAIL.COM THE CHARIS FUND IS A SMALL PRIVATE FOUNDATION WITH 11 VOLUNTEER TRUSTEES. WE HAVE A LIMITED AMOUNT OF ANNUAL FUNDING AND IN RECENT YEARS HAVE SEEN REQUESTS FOR GRANTS INCREASE FAR BEYOND OUR FUNDING CAPABILITIES. AT THE SAME TIME, THE DOLLARS GIVEN DO NOT GO AS FAR AS THEY USED TO. BECAUSE WE HAVE LIMITED FUNDS, THE CHARIS FUND LIMITS THE NUMBER OF GRANT REQUESTS CONSIDERED TO 50 IN SPRING AND 50 IN FALL. IN THE HOPES OF A MORE EQUITABLE PROCESS, WE HAVE SET-UP A 2-PART PROCESS. FIRST PHASE IS SUBMISSION OF A SINGLE PAGE EXECUTIVE SUMMARY FOR REQUESTING A GRANT: O ORGANIZATIONS ARE ASKED TO PREPARE A SINGLE PAGE PDF REQUEST WITH THE FOLLOWING INFORMATION: O NAME, ADDRESS AND WEBSITE OF ORGANIZATION O AMOUNT OF FUNDING REQUESTED (NOT MORE THAN 7,500) O A SHORT, 2-3 PARAGRAPH EXECUTIVE SUMMARY WITH SOME INFORMATION ABOUT YOUR ORGANIZATION BUT MORE IMPORTANTLY, THE PROJECT OR PROGRAM FOR WHICH FUNDING IS REQUESTED. O YOUR ORGANIZATION'S NAME MUST BE ON THE SUMMARY AND IN THE NAME OF THE P MID-JANUARY, MID-JULY (EXACT DATES AND TIMES TO BE POSTED ON THE WEBSITE WWW.CHARISFUND.ORG). THE GOAL OF THE CHARIS FUND IS TO GIVE "SEED MONEY" TO HELP INITIATE OR EXPAND PROGRAMS THAT, ONCE ESTABLISHED, WILL DEVELOP ONGOING AND SUSTAINABLE COMMUNITY SUPPORT RATHER THAN PROVIDING ONGOING SUPPORT TO ESTABLISHED PROGRAMS AND CHARITIES. WE PREFER TO SUPPORT NOVEL PROGRAMS AIMED AT THE CAUSE OF A PROBLEM RATHER THAN "TREATING THE SYMPTOMS." LARGE ORGANIZATIONS ARE WELCOME TO REQUEST A GRANT AND ARE OFTEN FUNDED, BUT WE OFTEN GIVE PREFERENCE TO SMALLER ORGANIZATIONS WHERE OUR MODEST GRANTS MIGHT MAKE A BIGGER IMPACT. CHARIS FUND DOES NOT GIVE TO "THE ARTS," NOR TO COLLEGES AND UNIVERSITIES WHOSE ALUMNI/AE CAN PROVIDE NEEDED FINANCIAL SUPPORT. CHARIS IS PROHIBITED BY LAW FROM GIVING TO POLITICAL OR LOBBYING ORGANIZATIONS OR TO ONLY PRE-SELECTED CHARITIES. IT IS ALSO PROHIBITED FROM PROVIDING SCHOLARSHIPS OR SPONSORING INDIVIDUALS. CHARIS GRANTS TYPICALLY FALL IN THE 3,000-6,000 RANGE, SELDOM EXCEEDING 10,000. GRANTS ARE SOMETIMES MADE FOR LESSER AMOUNTS THAN REQUESTED. EACH GROUP T ABUNDANT GRACE COASTSIDE WORKER 515 KELLY AVE HALF MOON BAY CA 94019 PC PURCHASE REFRIGERATOR AND ELECTRICAL 4500 AIDS LEGAL REFERRAL PANEL 1663 MISSION ST STE 500 SAN FRANCISCO CA 94103 PC HOUSING PRESERVATION 5000 ALS ASSOCIATION 825 NE MULTNOMAH ST PORTLAND OR 97232 PC OREGON ALS FAMILY SUPPORT 5000 ANGEL FLIGHT WEST 3161 DONALD DOUGLAS LP S SANTA MONICA CA 90405 PC FREE AIR TRANSPORT FOR MEDICAL CARE 7500 ARLINGTON KIDS' KLOSET 135 S FRENCH AVE BOX C ARLINGTON WA 98223 PC CLOTHING & HYGIENE PROGRAM 5000 ASSIST 4412 SW BARBUR BLVD SUITE 300 PORTLAND OR 97239 PC HELPING DISABLED TO ACCESS SSI/SSD 5000 BAINBRIDGE YOUTH SERVICES 8533 MADISON AVE N BAINBRIDGE ISLAND WA 98110 PC MENTAL HEALTH COUNSELING SERVICES 3000 BALLARD FOOD BANK 1400 NW LEARY WAY SEATTLE WA 98107 PC COMMUNITY RESOURCE HUB 5000 BERKELEY FOOD HOUSING PROJECT 3225 ADELINE ST BERKELEY CA 94703 PC SUPPORT FOR FOOD PROGRAM 7500 BOYS GIRL AID SOCIETY OF OREGON 9320 SW BARBUR BLVD SUITE 200 PORTLAND OR 97219 PC HOMELESS PREVENTION & EDUCATION 5000 BOYS GIRLS CLUB OF VISTA 410 W CALIFORNIA AVE VISTA CA 92083 PC STEM CODING PROJECT 4000 BOYS GIRLS CLUB OF CORVALLIS 1112 NW CIRCLE BLVD CORVALLIS OR 97330 PC BEHAVIORAL HEALTH SKILLS PROGRAM 5000 BOYS GIRLS CLUB WEST SAN GABRIEL 328 S RAMONA AVE MONTEREY PARK CA 91754 PC SOCIAL EMOTIONAL WELLNESS 3000 BOYS GIRLS CLUB OF BEND 500 NW WALL ST BEND OR 97703 PC FOOD INSECURITY PROGRAM 5000 BRIGHT FUTURES FOR YOUTH 200 LITTON DR STE 308 GRASS VALLEY CA 95945 PC HUNGER RELIEF 6000 BUTTE COUNTY LOCAL FOOD NETWORK PO BOX 625 CHICO CA 95927 PC FOOD STAND CONSTRUCTION 5000 CALIFORNIA CLUBHOUSE 210 INDUSTRIAL RD STE 102 SAN CARLOS CA 94070 PC YOUNG ADULTS MENTAL HEALTH 5000 CARE PARTNERS 12670 NW BARNES RD 100 PORTLAND OR 97229 PC CHARITABLE CARE & COMPLIMENTARY CARE 5000 CASA FOR CHILDREN INC 1401 NE 68TH AVE PORTLAND OR 97213 PC TRAINING MANAGER SUPPORT 3000 CASA OF CLACKAMAS COUNTY 421 HIGH ST SUITE 108 OREGON CITY OR 97045 PC FOSTER CARE CHILD ADVOCACY 5000 CASA OF LOS ANGELES 201 CENTRE PLAZA DR ROOM 1100 MONTEREY PARK CA 91754 PC EDUCATIONAL ADVOCACY PROGRAM 5000 CLAY STREET TABLE 1314 SW PARK AVE PORTLAND OR 97201 PC MULTICULTURAL FOOD PANTRY 5000 COMMMISSION OF HOPE 38950 MESA RD TEMECULA CA 92592 PC FOOD PANTRY AND HOUSING RESOURCE CTR 5000 COMMUNITY PASSAGEWAYS PO BOX 28685 SEATTLE WA 98118 PC CP-FIT YOUTH VIOLENCE INTERVENTION 5000 DAVID'S HARP 11261 NE KNOTT ST PORTLAND OR 97220 PC COMMUNITY GARDEN 5000 DRESS FOR SUCCESS OREGON 1532 B NE 37TH AVE PORTLAND OR 97232 PC EDUCATION & TRAINING, BASIC NEEDS 5000 FAMILY BUILDING BLOCKS 2425 LANCASTER DR NE SALEM OR 97305 PC THERAPEUTIC EARLY CHILDHOOD PROGRAM 5000 FEEDING WASHINGTON 1234 EAST FRONT AVE SPOKANE WA 99202 PC REJECTED LOADS RECOVERY NETWORK 5000 FRESH START SURGICAL GIFTS 2011 PALOMAR AIRPORT RD SUITE 206 CARLSBAD CA 92056 PC RECONSTRUCTIVE SURGERY WEEKEND 5000 FRIENDS OF THE CARPENTER 1600 W 20TH ST VANCOUVER WA 98660 PC SHOWER/LAUNDRY PROGRAM 5000 FRIENDS OF CHILDREN - PDX 44 NE MORRIS ST PORTLAND OR 97212 PC NEUROFEEDBACK ADVOCACY PROJECT 4866 GEEKING OUT KIDS OF COLOR 605 SW 108TH ST SEATTLE WA 98146 PC AFTERSCHOOL PROGRAM AT WHITE CENTER 7500 GOOD SHEPHARD GRACENTER 1310 BACON ST SAN FRANCISCO CA 94134 PC BEDS AND UTILITIES 5500 HELLO LIFE EATING DISORDER RECOVERY 1105D 15TH AVE 192 LONGVIEW WA 98632 PC EATING DISORDER RECOVERY PROGRAM 2500 HUCKLEBERRY YOUTH PROGRAMS 3450 GEARY BLVD STE 107 SAN FRANCISCO CA 94118 PC YOUTH COUNSELING & CASE MANAGEMENT 4000 INCIGHT COMPANY PO BOX 82056 PORTLAND OR 97282 PC JOB FAIRS, JOBSEEKERS W/DISABILITIES 3000 INLAND VALLEY HOPE PARTNERS 1753 N PARK AVE POMONA CA 91768 PC OUR HOUSE EMERGENCY SHELTER 5000 JEFFERSON CTY FAITH BASED NETWORK PO BOX 416 MADRAS OR 97741 PC CASE MANAGEMENT SERVICES - HOMELESS 5000 KIDS AND PAPER 1455 NW LEARY WAY STE 400 SEATTLE WA 98107 PC PROGRAMS AT MAGNUSON PARK 5000 KINDRED CONNECTIONS 62895 HAMBY RD BEND OR 97701 PC RENOVATIONS ON NEW CENTER 3500 KINDRED PARTNERS PO BOX 2241 BEAVERTON OR 97075 PC SAFE FAMILIES FOR CHILDREN PROGRAM 6009 KING CTY LIBRARY SYSTEM FOUNDATION 960 NEWPORT WAY NW ISSAQUAH WA 98027 PC PEERS IN LIBRARIES PROGRAM 5000 KINSHIP HOUSE 1823 NE 8TH AVE PORTLAND OR 97212 PC MENTAL HEALTH THERAPY - FOSTER YOUTH 6000 LEADERSHIP LAUNCH 14 E CASINO RD EVERETT WA 98208 PC YOUTH LEADERSHIP DEVELOPMENT 7500 LOAVES FISHES CONTRA COSTA 835 FERRY ST MARTINEZ CA 94553 PC FOOD PROGRAM 5000 MAX HIGBEE CENTER 1400 N STATE ST STE 101 BELLINGHAM WA 98225 PC 5000 MESA INDEPENDENT LIVING PO BOX 481 OJAI CA 93024 PC TRAUMA-INFORMED THERAPEUTIC YOGA 5000 NAMI SANTA CLARA COUNTY 1150 BASCOM AVE 24 SAN JOSE CA 95128 PC ENDING THE SILENCE PROGRAM 7500 NAMI WASHINGTON 1107 NE 45TH ST STE 330 SEATTLE WA 98105 PC MENTAL HEALTH EDUCATION AND SUPPORT 5000 NEW BEGINNINGS INC PO BOX 1765 HEMET CA 92546 PC RAPID RE-HOUSING RENTAL ASSISTANCE 5000 OLYMPIC ANGELS PO BOX 654 PORT TOWNSEND WA 98368 PC FOSTER YOUTH PROGRAM 5000 OPERATION DIGNITY 318 HARRISON ST STE 302 OAKLAND CA 94607 PC COMMUNITY CABINS 7500 OUR STREETS 7309 N ALTA AVE PORTLAND OR 97203 PC FEED THE STREETS PROGRAM 5000 PIZZA KLATCH PO BOX 7384 OLYMPIA WA 98507 PC LUNCHTIME SUPPORT GROUPS LGBTQ 5000 PORTLAND STATE UNIVERISTY FDN PO BOX 243 PORTLAND OR 97207 PC OREGON MESA PROGRAM FOR STEM 3000 PROGRAM FOR TORTURE VICTIMS 3550 WILSHIRE BLVD SUITE 1906 LOS ANGELES CA 90010 PC PROJECT HOME FOR ASYLUM SEEKERS 5000 PROJECT LIFELONG 3222 WINONA WAY NORTH HIGHLANDS CA 95660 PC YOUTH ADVOCATE AFTER SCHOOL SKATE 6000 QIGONG SENSORY TRAINING INSTITUTE 1825 FAIRMONT AVE S SALEM OR 97302 PC SENSORY TREATMENT TRAINING 5000 RAHAB'S SISTERS PO BOX 90234 PORTLAND OR 97290 PC PROGRAM EXPANSION 5000 REDWOOD EMPIRE FOOD BANK 3990 BRICKWAY BLVD SANTA ROSA CA 95403 PC GROCERIES TO GO PROGRAM 7500 RESPONDER LIFE PO BOX 6586 PORTLAND OR 97228 PC FIRST RESPONDER MENTAL HEALTH 5000 RIVER'S EDGE RANCH PO BOX 1482 RANCHO CUCAMONGA CA 91729 PC SUBSTAND ABUSE RECOVERY 5000 SEATTLE CARES MENTORING MOVEMENT 140 LAKESIDE AVE S 316 SEATTLE WA 98122 PC MENTORING PROGRAM 5000 SECOND HARVEST FOOD BANK ORANGE CTY 8014 MARINE WAY IRVINE CA 92618 PC SUPPORT FOR FOOD BANK 5000 SHEPHERD'S HOUSE MINISTRIES PO BOX 5484 BEND OR 97708 PC OVERNIGHT SHELTER AND MEALS 4545 SWAN VOCATIONAL ENTERPRISES PO BOX 353 WHITE SWAN WA 98952 PC JOB TRAINING READINESS PROGRAM 5000 THE SOPHIA WAY 1100 WAY NE 8A-110 BELLEVUE WA 98004 PC WASHER AND DRYERS FOR SHELTER 6000 TOOLS FOR PEACE 55 SOUTH GRAND AVE PASADENA CA 91105 PC AFTERSCHOOL PROGRAM 5000 VILLAGES OF SAN MATEO COUNTY PO BOX 813 SAN CARLOS CA 94070 PC SOCIAL PROGRAMMING FOR SENIORS 6000 WHATCOM CENTER FOR EARLY LEARNING 2001 H ST BELLINGHAM WA 98225 PC MENTAL HEALTH SUPPORT 7500 WHITE PONY EXPRESS 3380 VINCENT RD 107 PLEASANT HILL CA 94523 PC FOOD RESCUE PROGRAM 7500 WINTER NIGHTS FAMILY SHELTER 404 GREGORY LANE 7 PLEASANT HILL CA 94523 PC EMERGENCY FUND FOR SHELTER RESIDENTS 6000 WOMEN'S CANCER RESOURCE CENTER 2908 ELLSWORTH ST BERKELEY CA 94705 PC SUPPORT FOR FREE THERAPY AND GROUPS 6000 YAKIMA NEIGHBORHOOD HEALTH SERVICES PO BOX 2605 YAKIMA WA 98907 PC HANDHELD VISION SCREENING DEVICE 6200 YOUTH RIGHTS JUSTICE 1785 NE SANDY BLVD SUITE 300 PORTLAND OR 97232 PC FAMILY DEFENSE PROJECT 5000 ZGIRLS FOUNDATION 3600 136TH PL SE UNIT 300 BELLEVUE WA 98006 PC ZGIRLS CONFIDENCE PROGRAM 7500 397620 14 606 14 113674 18 4380 ROYALTIES 15 224232 342892 342892 false false false false false false false false false false ACCOUNTING/TAX PREP 1595 1595 DEBT SECURITIES EQUITY SECURITIES 2056809 3480681 MUTUAL FUNDS AT COST 805612 775648 ROYALTY INTEREST AT COST 114517 1128000 EXPENSES BUSINESS EXPENSES 230 230 POSTAGE, MAILING SERVICE 126 126 BANK FEES 116 116 SUPPLIES ROYALTIES 224232 224232 UNREALIZED GAIN/LOSS ADJUSTMENT -7254 INVESTMENT ADVISORY FEES 48961 48961 ROYALTY INTEREST MANAGEMENT FEE 11887 11887 TAXES 2099 100