Nonprofit · EIN 04-3449084
THE CHARLES FAMILY CHARITABLE FOUNDATION
Tax-exempt · GLOUCESTER, MA 01930
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $49,308 | $98,366 | -$49,058 | $759,313 | $0 | $759,313 |
| November 30, 2024 | 990-PF | $102,019 | $89,882 | $12,137 | $808,371 | $0 | $808,371 |
| November 30, 2023 | 990-PF | $40,354 | $96,517 | -$56,163 | $796,234 | $0 | $796,234 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $49,098
- Interest
- $210
Expenses
- Grants and similar amounts paid
- $84,600
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $84,600
- Excise tax on investment income
- $685
Balance sheet and other
- Total assets, start of year
- $808,371
- Total assets, end of year
- $759,313
- Total liabilities, end of year
- $0
- Net assets, end of year
- $759,313
- Fair market value of assets
- $2,152,705
- Qualifying distributions
- $84,600
- Net investment income
- $49,308
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THEODORE E CHARLES 3400 SW 27TH AVE 1104, COCONUT GROVE, FL 331335319 | TRUSTEE | 0 | $0 |
990-PF for the year ended November 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THEODORE E CHARLES 3400 SW 27TH AVE 1104, COCONUT GROVE, FL 331335319 | TRUSTEE | 0 | $0 |
990-PF for the year ended November 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THEODORE E CHARLES 3400 SW 27TH AVE 1104, COCONUT GROVE, FL 331335319 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 65 EASTERN POINT BLVD, GLOUCESTER, MA 01930-4433
- In care of
- % DAY BERRY & HOWARD LLP
- Signed the 990-PF
- THEODORE E CHARLES, TRUSTEE
- Phone
- (786) 417-9103
- Return prepared by
- PF BRUNO & CO
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-3449084
- 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
- 2001
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $759,313
- Income (IRS master file)
- $49,308
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $49,308 | $98,366 | $759,313 | XML |
| 990-PF | November 2024 | $102,019 | $89,882 | $808,371 | XML |
| 990-PF | November 2023 | $40,354 | $96,517 | $796,234 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 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 04-3449084).
Questions about THE CHARLES FAMILY CHARITABLE FOUNDATION
- What is the EIN of THE CHARLES FAMILY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of THE CHARLES FAMILY CHARITABLE FOUNDATION is 04-3449084.
- Is THE CHARLES FAMILY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to THE CHARLES FAMILY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE CHARLES FAMILY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE CHARLES FAMILY CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE CHARLES FAMILY CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of THE CHARLES FAMILY CHARITABLE FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does THE CHARLES FAMILY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $49,308, expenses of $98,366 and total assets of $759,313 at year end.
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All nonprofits in GLOUCESTER · Massachusetts · Philanthropy, voluntarism and grantmaking foundations