The Charles Fund Inc

EIN: 168064401

Accepts Applications

Total Assets

$8.4M

Key Financial Metrics (2024)

Total Giving

$527K

Number of Grants

Median Grant

$500

Grant Range

$250 - $60K

Historical Giving Trends

Year	Assets	Total Giving	# Grants	Median Grant
2024	$8.4M	$527K	82	$500
2023	$8.6M	$603K	85	$500
2022	$8.8M	$531K	89	$1K
2021	$8.7M	$545K	81	$500
2020	$8.7M	$511K	80	$500

Recent Grant Recipients

MONTPELIER FOUNDATION

GENERAL PURPOSES OF DONEE

PO BOX 911 - ORANGE - VA 22960 • 2023

$60K

AMERICAN FRONTIER CULTURAL FOUNDATION

GENERAL PURPOSES OF DONEE

1290 RICHMOND RD - STAUNTON - VA 24401 • 2023

$50K

GENESEE COUNTRY VILLAGE & MUSEUM

GENERAL PURPOSES OF DONEE

1410 FLINT HILL RD - MUMFORD - NY 14511 • 2023

$50K

HILLSIDE FAMILY OF AGENCIES

GENERAL PURPOSES OF DONEE

ONE MUSTARD ST - ROCHESTER - NY 14609 • 2023

$50K

JEFFERSON AREA BOARD FOR AGING

GENERAL PURPOSES OF DONEE

674 HILLSDALE DR STE 9 - CHARLOTTESVILLE - VA 22901 • 2023

$25K

LEWIS AND CLARK EXPLORATORY CENTER

GENERAL PURPOSES OF DONEE

1445 DARDEN TOWE PARK - CHARLOTTESVILLE - VA 22911 • 2023

$25K

ROCHESTER MUSEUM AND SCIENCE CENTER

GENERAL PURPOSES OF DONEE

657 EAST AVE - ROCHESTER - NY 14607 • 2023

$25K

SHENANDOAH NATIONAL PARK TRUST

GENERAL PURPOSES OF DONEE

414 E MARKET ST STE A - CHARLOTTESVILLE - VA 22902 • 2023

$25K

THOMAS JEFFERSON FOUNDATION

GENERAL PURPOSES OF DONEE

931 THOMAS JEFFERSON PKWY - CHARLOTTESVILLE - VA 22902 • 2023

$25K

UNCOMMON SCHOOLS ROCHESTER PREP

GENERAL PURPOSES OF DONEE

305 ANDREWS ST - ROCHESTER - NY 14604 • 2023

$25K

Quick Facts

Location

Virginia

Return Type

990PF

Most Recent Filing

2024

Annual Expenses

$628K

Giving Rate

6.3% of assets

Application Policy

Accepts Applications

Yes - Open to Applications