Nonprofit · EIN 22-3292066
CHARLES FOUNDATION INC
Tax-exempt · MORRISTOWN, NJ 07960
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,326,552 | $1,275,055 | $51,497 | $21,946,332 | $0 | $21,946,332 |
| December 31, 2024 | 990-PF | $23,471,625 | $2,710,537 | $20,761,088 | $49,109,154 | $5,212,739 | $43,896,415 |
| December 31, 2023 | 990-PF | $1,684,847 | $2,430,323 | -$745,476 | $23,135,327 | $0 | $23,135,327 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $1,386,090
- Net gain from sales of assets
- -$59,538
Expenses
- Grants and similar amounts paid
- $1,225,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,250,028
- Excise tax on investment income
- $18,919
Balance sheet and other
- Total assets, start of year
- $49,109,154
- Total assets, end of year
- $21,946,332
- Total liabilities, end of year
- $0
- Net assets, end of year
- $21,946,332
- Fair market value of assets
- $22,232,089
- Qualifying distributions
- $1,250,028
- Net investment income
- $1,386,090
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT C ROOKE JR 47 SCHOOLHOUSE LN, MORRISTOWN, NJ 07960 | PRESIDENT/TREASURER/TRUSTEE | 5 | $0 |
| SHIRLEEN OFFERMAN 53 AFTON DRIVE, FLORHAM PARK, NJ 07932 | SECRETARY/TRUSTEE | 5 | $0 |
| ROBERT R ROOKE 42 E CHURCH ST, BETHLEHEM, PA 18018 | VICE PRESIDENT/TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT C ROOKE SPRING VALLEY ROAD 668, MORRISTOWN, NJ 07960 | PRES-TREAS/TRUSTEE | 5 | $0 |
| NATALIE D ROOKE SPRING VALLEY ROAD 668, MORRISTOWN, NJ 07960 | VICE PRES/TRUSTEE | 5 | $0 |
| ROBERT C ROOKE JR 47 SCHOOLHOUSE LN, MORRISTOWN, NJ 07960 | SECRETARY/TRUSTEE | 5 | $0 |
| THOMAS W ROOKE 620 SEA ISLAND RD 316, ST SIMONS ISLAND, GA 31522 | TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT C ROOKE SPRING VALLEY ROAD 668, MORRISTOWN, NJ 07960 | PRES-TREAS/TRUSTEE | 5 | $0 |
| NATALIE D ROOKE SPRING VALLEY ROAD 668, MORRISTOWN, NJ 07960 | VICE PRES/TRUSTEE | 5 | $0 |
| ROBERT C ROOKE JR 47 SCHOOLHOUSE LN, MORRISTOWN, NJ 07960 | SECRETARY/TRUSTEE | 5 | $0 |
| THOMAS W ROOKE 620 SEA ISLAND RD 316, ST SIMONS ISLAND, GA 31522 | TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 310 SOUTH ST STE 3B, MORRISTOWN, NJ 07960-7301
- In care of
- % ROBERT C ROOKE
- Signed the 990-PF
- ROBERT ROOKE, PRESIDENT
- Phone
- (973) 539-2281
- Return prepared by
- Olsen & Thompson PA
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 | 990-PF 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
- 22-3292066
- 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
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $21,946,332
- Income (IRS master file)
- $30,809,965
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,326,552 | $1,275,055 | $21,946,332 | IRS |
| 990-PF | December 2024 | $23,471,625 | $2,710,537 | $49,109,154 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,684,847 | $2,430,323 | $23,135,327 | IRS |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 22-3292066).
Questions about CHARLES FOUNDATION INC
- What is the EIN of CHARLES FOUNDATION INC?
- The employer identification number (EIN) of CHARLES FOUNDATION INC is 22-3292066.
- Is CHARLES FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to CHARLES FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLES FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of CHARLES FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does CHARLES FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,326,552, expenses of $1,275,055 and total assets of $21,946,332 at year end.
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