Nonprofit · EIN 85-3789652
CHARLTON FOUNDATION INC
Tax-exempt · VERO BEACH, FL 32963
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $4,050 | $33,000 | -$28,950 | $57,918 | $0 | $57,918 |
| December 31, 2023 | 990-PF | $5,870 | $41,466 | -$35,596 | $91,869 | $0 | $91,869 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $4,050
Expenses
- Grants and similar amounts paid
- $33,000
- Disbursements for charitable purposes
- $33,000
- Excise tax on investment income
- $56
Balance sheet and other
- Total assets, start of year
- $91,869
- Total assets, end of year
- $57,918
- Total liabilities, end of year
- $0
- Net assets, end of year
- $57,918
- Fair market value of assets
- $57,918
- Qualifying distributions
- $33,000
- Net investment income
- $4,050
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 |
|---|---|---|---|
| WILLIAM CHARLTON 805 PEMBROKE COURT, VERO BEACH, FL 32963 | PRESIDENT | 5 | $0 |
| ELIZABETH WHITWORTH 100 SABLE OAK LANE APT 301, VERO BEACH, FL 32963 | VICE PRESIDENT | 1 | $0 |
| AMANDA CILO 737 GREENWICH ST, NEW YORK, NY 10014 | VICE PRESIDENT | 1 | $0 |
| MATTHEW CHARLTON 569 MORNINGSIDE DR, BRIDGEWATER, NJ 08807 | VICE PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM CHARLTON 805 PEMBROKE COURT, VERO BEACH, FL 32963 | PRESIDENT | 5 | $0 |
| ELIZABETH WHITWORTH 100 SABLE OAK LANE APT 301, VERO BEACH, FL 32963 | VICE PRESIDENT | 1 | $0 |
| AMANDA CILO 737 GREENWICH ST, NEW YORK, NY 10014 | VICE PRESIDENT | 1 | $0 |
| MATTHEW CHARLTON 569 MORNINGSIDE DR, BRIDGEWATER, NJ 08807 | VICE PRESIDENT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 805 PEMBROKE CT, VERO BEACH, FL 32963-9540
- In care of
- % WILLIAM CHARLTON
- Signed the 990-PF
- ELIZABETH WHITWORTH, TREASURER
- Phone
- (772) 562-3663
- Return prepared by
- MONICA S WELLMAKER CPAPA
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
- 85-3789652
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $57,918
- Income (IRS master file)
- $4,050
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $4,050 | $33,000 | $57,918 | XML |
| 990-PF | December 2023 | $5,870 | $41,466 | $91,869 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 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 85-3789652).
Questions about CHARLTON FOUNDATION INC
- What is the EIN of CHARLTON FOUNDATION INC?
- The employer identification number (EIN) of CHARLTON FOUNDATION INC is 85-3789652.
- Is CHARLTON FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to CHARLTON FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLTON FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLTON FOUNDATION INC 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 CHARLTON FOUNDATION INC 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 CHARLTON FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does CHARLTON FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,050, expenses of $33,000 and total assets of $57,918 at year end.
Other nonprofits in VERO BEACH
- VERO BEACH MUSEUM OF ART INC EIN 59-1867408 · last filed 990 for 2025
- WHOLE FAMILY HEALTH CENTER INC EIN 65-0715258 · last filed 990 for 2025
- INDIAN RIVER COMMUNITY FOUNDATION EIN 20-1729243 · last filed 990 for 2025
- TREASURE COAST COMMUNITY HEALTH INC EIN 59-3219191 · last filed 990 for 2024
- SAINT EDWARDS SCHOOL EIN 59-1059214 · last filed 990 for 2025
- BERGES FAMILY FOUNDATION EIN 47-1426743 · last filed 990-PF for 2024
- VNA HOSPICE OF INDIAN RIVER COUNTY INC EIN 59-2402136 · last filed 990 for 2025
- SENIOR RESOURCE ASSOCIATION INC EIN 59-1539957 · last filed 990 for 2025