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Nonprofit · EIN 04-2103755

CHARLESBANK HOMES

Tax-exempt · WALPOLE, MA 02081

Financials

$785K$1.1M2023$976K$1.1M2024
Revenue Expenses · by fiscal year end
Financials of CHARLESBANK HOMES by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2025990-PF$976,200$1,122,900-$146,700$21,261,705$843$21,260,862
April 30, 2024990-PF$785,050$1,101,792-$316,742$20,525,140$0$20,525,140
Financial details: 990-PF for the year ended April 30, 2025

Revenue

Contributions, gifts and grants
$250
Dividends
$807,407
Net gain from sales of assets
$168,543

Expenses

Grants and similar amounts paid
$1,057,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,064,494
Excise tax on investment income
$13,483

Balance sheet and other

Total assets, start of year
$20,525,140
Total assets, end of year
$21,261,705
Total liabilities, end of year
$843
Net assets, end of year
$21,260,862
Fair market value of assets
$21,261,705
Qualifying distributions
$1,064,494
Net investment income
$975,950

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 April 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
PHILIP J NOTOPOULOS
48 FAIRMONT STREET, BELMONT, MA 02478
VICE PRESIDENT & SECRETARY2$0
RICHARD H SAYRE
7 WAINWRIGHT ROAD 85, WINCHESTER, MA 01890
TRUSTEE2$0
JEANNE PINADO
34 AVON STREET, JAMAICA PLAIN, MA 02130
TRUSTEE & PRESIDENT2$0
KATHRYN ROY
382 MARRETT ROAD, LEXINGTON, MA 02421
VICE PRESIDENT &ASSISTANT TREASURER2$0
BRUCE BERZIN
246 BRATTLE ST UNIT 22, CAMBRIDGE, MA 02138
TRUSTEE & TREASURER2$0
L JASON LAW
8 EUCLID AVE, WINCHESTER, MA 01890
TRUSTEE2$0
ELIZABETH HIBBARD
887 MAIN STREET, NORWELL, MA 02061
TRUSTEE2$0
FELICIA JACQUES
5 CEDAR PARK, BOSTON, MA 02119
TRUSTEE2$0
MARK WINKELLER
2 AVERY STREET 19-C, BOSTON, MA 02111
TRUSTEE2$0
THOMAS W CORNU
42 WINTER ST, NAHANT, MA 01908
TRUSTEE EMERITUS2$0
990-PF for the year ended April 30, 2024: 10 people
NameTitleHours / weekCompensation
THOMAS W CORNU
42 WINTER ST, NAHANT, MA 01908
TRUSTEE2$0
PHILIP J NOTOPOULOS
48 FAIRMONT STREET, BELMONT, MA 02478
VICE PRESIDENT2$0
RICHARD H SAYRE
7 WAINWRIGHT ROAD 85, WINCHESTER, MA 01890
TRUSTEE2$0
JEANNE PINADO
34 AVON STREET, JAMAICA PLAIN, MA 02130
TRUSTEE & PRESIDENT2$0
KATHRYN ROY
382 MARRETT ROAD, LEXINGTON, MA 02421
TRUSTEE,VICE PRES,SECRET&TREASURER2$0
WESLEY K BLAIR
PO BOX 2009, DENNIS, MA 02638
TRUSTEE & TREASURER2$0
L JASON LAW
8 EUCLID AVE, WINCHESTER, MA 01890
TRUSTEE2$0
ELIZABETH HIBBARD
887 MAIN STREET, NORWELL, MA 02061
TRUSTEE2$0
FELICIA JACQUES
5 CEDAR PARK, BOSTON, MA 02119
TRUSTEE2$0
MARK WINKELLER
2 AVERY STREET 19-C, BOSTON, MA 02111
TRUSTEE2$0

Address and contacts

Address (IRS master file)
TDA INC 85 WEST STREET F-302, WALPOLE, MA 02081-0000
In care of
% EDWARD D ROWLEY
Signed the 990-PF
BRUCE BERZIN, TREASURER
Phone
(617) 548-9240
Return prepared by
TREEFUL DAMASO ANICETO INC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026Not on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
04-2103755
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
1938
Accounting year ends
April
Files
Form 990-PF
Assets (IRS master file)
$21,261,705
Income (IRS master file)
$1,581,728

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2025$976,200$1,122,900$21,261,705XML
990-TApril 2025–––IRS
990-PFApril 2024$785,050$1,101,792$20,525,140XML
990-TApril 2024–––IRS
990-PFApril 2023–––IRS
990-TApril 2023–––IRS
990-PFApril 2022–––IRS
990-TApril 2022–––IRS
990-PFApril 2021–––IRS
990-TApril 2021–––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 04-2103755).

Questions about CHARLESBANK HOMES

What is the EIN of CHARLESBANK HOMES?
The employer identification number (EIN) of CHARLESBANK HOMES is 04-2103755.
Is CHARLESBANK HOMES tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1938.
Are donations to CHARLESBANK HOMES tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CHARLESBANK HOMES file?
Form 990-PF. Private foundations file every year.
When is the next return of CHARLESBANK HOMES due?
The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CHARLESBANK HOMES last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2025.
Who are the officers and directors of CHARLESBANK HOMES?
The 990-PF for the year ended April 30, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does CHARLESBANK HOMES have?
On its 990-PF for the year ended April 30, 2025 it reported revenue of $976,200, expenses of $1,122,900 and total assets of $21,261,705 at year end.

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