Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 52-1550204

THE CHARLESMEAD FOUNDATION INC

Tax-exempt · PROVIDENCE, RI 02903

Financials

$1.6M$1.5M2023$2.9M$2M2024
Revenue Expenses · by fiscal year end
Financials of THE CHARLESMEAD FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,872,872$2,048,815$824,057$22,523,793$0$22,523,793
December 31, 2023990-PF$1,571,237$1,463,419$107,818$19,186,701$0$19,186,701
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$909,884
Net gain from sales of assets
$1,334,060
Other income
$628,928

Expenses

Grants and similar amounts paid
$1,405,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,545,517
Excise tax on investment income
$33,048

Balance sheet and other

Total assets, start of year
$19,186,701
Total assets, end of year
$22,523,793
Total liabilities, end of year
$0
Net assets, end of year
$22,523,793
Fair market value of assets
$27,383,316
Qualifying distributions
$1,545,517
Net investment income
$2,827,846

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.

NameTitleHours / weekCompensation
KATHRYN DEERING
7765 FISHER ISLAND DRIVE, FISHER ISLAND, FL 33109
PRESIDENT2$0
JOHN WARREN
2106 SOUTH ROAD, BALTIMORE, MD 21209
TRUSTEE1$0
MARON DEERING
4042 WAVERLY STREET, PHILADELPHIA, PA 19146
TRUSTEE1$0
SPENCER DEERING
2100 PARK AVE 507, MIAMI BEACH, FL 33139
TRUSTEE1$0
HATHER CROSBY
293 RUMSTICK ROAD, BARRINGTON, RI 02806
TRUSTEE2$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
KATHRYN DEERING
7765 FISHER ISLAND DRIVE, FISHER ISLAND, FL 33109
PRESIDENT2$0
JOHN WARREN
2106 SOUTH ROAD, BALTIMORE, MD 21209
TRUSTEE1$0
MARON DEERING
4042 WAVERLY STREET, PHILADELPHIA, PA 19146
TRUSTEE1$0
SPENCER DEERING
2100 PARK AVE 507, MIAMI BEACH, FL 33139
TRUSTEE1$0
HATHER CROSBY
293 RUMSTICK ROAD, BARRINGTON, RI 02806
TRUSTEE2$0

Address and contacts

Address (IRS master file)
10 MEMORIAL BLVD STE 1003, PROVIDENCE, RI 02903-1111
In care of
% LYNN DEERING
Signed the 990-PF
HEATHER CROSBY, TRUSTEE
Phone
(401) 262-4600
Return prepared by
CITRIN COOPERMAN ADVISORS 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
52-1550204
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
1988
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$22,523,793
Income (IRS master file)
$3,709,258

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,872,872$2,048,815$22,523,793XML
990-TDecember 2024–––IRS
990-PFDecember 2023$1,571,237$1,463,419$19,186,701XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 52-1550204).

Questions about THE CHARLESMEAD FOUNDATION INC

What is the EIN of THE CHARLESMEAD FOUNDATION INC?
The employer identification number (EIN) of THE CHARLESMEAD FOUNDATION INC is 52-1550204.
Is THE CHARLESMEAD FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
Are donations to THE CHARLESMEAD FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE CHARLESMEAD FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of THE CHARLESMEAD 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 THE CHARLESMEAD 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 THE CHARLESMEAD FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does THE CHARLESMEAD FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,872,872, expenses of $2,048,815 and total assets of $22,523,793 at year end.

Other nonprofits in PROVIDENCE

All nonprofits in PROVIDENCE · Rhode Island