Funder DirectoryTHE CHARLES FUND INC
Back to directory

Private foundation (trust)EIN 168064401Est. 1966-04

THE CHARLES FUND INC

CHARLOTTESVILLE, VA 22902

Accepts unsolicited proposals

Total Assets

$11.1M

FY 2023

Annual Giving

$527K

FY 2023

Grants Made

82

FY 2023

Avg Grant

$6K

FY 2023

Grant Range

$250–$60K

Typical

Deadlines

Open / rolling

Applications

Programs & Activities

Program 1

The foundation has no direct charitable activities

Financial Snapshot

2023 filing

Total Revenue

$403K

Total Expenses

$628K

Qualifying Distributions

$589K

Distributable Amount

$508K

Min. Investment Return

$513K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

82 grants

Grant sizes from minimum $250 through median $500 to maximum $60K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $603K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

416 grants

ROCHESTER MUSEUM AND SCIENCE CENTER
$335K
5 grants
MONTPELIER FOUNDATION
$285K
5 grants
HILLSIDE FAMILY OF AGENCIES
$210K
4 grants
AMERICAN FRONTIER CULTURAL FOUNDATION
$210K
5 grants
GENESEE COUNTRY VILLAGE & MUSEUM
$170K
5 grants
THOMAS JEFFERSON FOUNDATION
$155K
5 grants
JEFFERSON AREA BOARD FOR AGING
$135K
5 grants
SHENANDOAH NATIONAL PARK TRUST
$115K
5 grants

Grant Size Distribution

416 grants

<$10K
337
grants
$10–50K
70
grants
$50–250K
9
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

4 states

Virginia
$1.8M
68% of total
New York
$850K
32% of total
New Jersey
$2K
0% of total
Pennsylvania
$250
0% of total

Ready to work on a proposal for THE CHARLES FUND INC?

This funder accepts unsolicited proposals. Start a draft with them pre-selected.

Draft an application for THE CHARLES FUND INC
Funder alerts

Track THE CHARLES FUND INC

Get an email when Grantivo has new data for THE CHARLES FUND INC, such as a fresh IRS filing, updated financials, or newly reported grants. No account needed.

Free. Unsubscribe anytime. Or create an account to draft an application.

THE CHARLES FUND INC — Grants, Financials & Contact | Grantivo