Nonprofit · EIN 83-2468501
CHARLESVIEW FOUNDATION
Tax-exempt · BEVERLY, MA 01915
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,306,355 | $140,895 | $2,165,460 | $6,504,193 | $225 | $6,503,968 |
| December 31, 2023 | 990-PF | $1,058,551 | $289,706 | $768,845 | $4,378,812 | $225 | $4,378,587 |
| December 31, 2022 | 990-PF | $990,005 | $191,777 | $798,228 | $4,024,925 | $225 | $4,024,700 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,860,048
- Dividends
- $178,340
- Interest
- $4
- Net gain from sales of assets
- $267,963
Expenses
- Grants and similar amounts paid
- $112,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $112,500
- Excise tax on investment income
- $8,757
Balance sheet and other
- Total assets, start of year
- $4,378,812
- Total assets, end of year
- $6,504,193
- Total liabilities, end of year
- $225
- Net assets, end of year
- $6,503,968
- Fair market value of assets
- $7,740,650
- Qualifying distributions
- $112,500
- Net investment income
- $658,364
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL J ZAK 74 MUSTERFIELD RD, CONCORD, MA 01742 | TRUSTEE | 1 | $0 |
| ROXANNE EIGENBROD ZAK 74 MUSTERFIELD RD, CONCORD, MA 01742 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL J ZAK 74 MUSTERFIELD RD, CONCORD, MA 01742 | TRUSTEE | 1 | $0 |
| ROXANNE EIGENBROD ZAK 74 MUSTERFIELD RD, CONCORD, MA 01742 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2022: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL J ZAK 74 MUSTERFIELD RD, CONCORD, MA 01742 | TRUSTEE | 1 | $0 |
| ROXANNE EIGENBROD ZAK 74 MUSTERFIELD RD, CONCORD, MA 01742 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 50 DUNHAM RIDGE SUITE 3100, BEVERLY, MA 01915-1882
- In care of
- % FAMILY OFFICE MGMT SERVICES
- Signed the 990-PF
- MICHAEL J ZAK, TRUSTEE
- Phone
- (781) 937-5332
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 83-2468501
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $6,504,193
- Income (IRS master file)
- $3,417,134
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,306,355 | $140,895 | $6,504,193 | IRS |
| 990-PF | December 2023 | $1,058,551 | $289,706 | $4,378,812 | XML |
| 990-PF | December 2022 | $990,005 | $191,777 | $4,024,925 | XML |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 83-2468501).
Questions about CHARLESVIEW FOUNDATION
- What is the EIN of CHARLESVIEW FOUNDATION?
- The employer identification number (EIN) of CHARLESVIEW FOUNDATION is 83-2468501.
- Is CHARLESVIEW FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to CHARLESVIEW FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLESVIEW FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLESVIEW FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLESVIEW FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of CHARLESVIEW FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does CHARLESVIEW FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,306,355, expenses of $140,895 and total assets of $6,504,193 at year end.
Other nonprofits in BEVERLY
- ESSEX COUNTY COMMUNITY FDN INC EIN 04-3407816 · last filed 990 for 2025
- BUILD HEALTH INTERNATIONAL INC EIN 46-4300024 · last filed 990-PF for 2025
- QUONOCHONTAUG FOUNDATION EIN 27-4129667 · last filed 990-PF for 2024
- INTERNATIONAL CENTER FOR RESPONSIBLE GAMING EIN 52-1967802 · last filed 990 for 2024
- ROBERT I LAPPIN CHARITABLE FOUNDATION EIN 04-6579206 · last filed 990-PF for 2025
- CLIFF AND SUSAN RUCKER CHARITABLE FOUNDATION INC EIN 93-2557317 · last filed 990-PF for 2025
- LESLIE S & MARCIA C RAY FOUNDATION INC EIN 04-3340194 · last filed 990-PF for 2025
- EVELYN LILLY LUTZ FOUNDATION EIN 04-2103885 · last filed 990 for 2024
All nonprofits in BEVERLY · Massachusetts · Philanthropy, voluntarism and grantmaking foundations