2024-02-15T19:13:00-06:00 2022-12-31 221478099 COHNREZNICK LLP 350 GRANITE STREET SUITE 1200 BRAINTREE MA 02184 990 2022-01-01 237099102 CHARLESVIEW INC CHAR 7817941000 123 ANTWERP STREET BRIGHTON MA 02135 ROBERT FOX TREASURER 7817941000 2024-02-15 1 ROBERT FOX 999009999 1 JOLANTA TUCK CPA P01340068 7813803520 2024-02-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WILLIAM ROSENBERG 123 ANTWERP STREET BRIGHTON MA 02135 4294169 0 X HTTP://CHARLESVIEWCOMMUNITY.ORG X 1969 MA TO ADVANCE THE WELL-BEING OF INDIVIDUALS AND FAMILIES AND PROMOTE DIVERSITY AND VIBRANCY. 10 10 2 0 0 0 0 0 1566396 1825414 3171518 483547 1300 0 4739214 2308961 530291 950000 0 0 244675 251814 0 0 0 274323 302222 1049289 1504036 3689925 804925 76824769 73900650 22775 15805 76801994 73884845 X CHARLESVIEW, INC. IS DEDICATED TO ADVANCING THE WELL-BEING OF INDIVIDUALS AND FAMILIES AND PROMOTING THE DIVERSITY AND VIBRANCY OF THE ALLSTON/BRIGHTON COMMUNITY. WE DO THIS BY PROVIDING HEALTHY, AFFORDABLE HOMES; OFFERING PROGRAMS DESIGNED TO ENRICH, EDUCATE AND INSPIRE; AND ENGAGING IN INNOVATIVE PHILANTHROPY. 0 0 1228179 950000 1825414 PROVIDE FINANCING TO DEVELOP AFFORDABLE HOUSING PROJECT. 1228179 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 14 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 1 1 0 0 0 0 1 1 1 0 0 1 0 0 MA X ROBERT FINE 7817941000 PEABODY PROPERTIES INC 536 GRANITE BRAINTREE MA 02184 JO-ANN BARBOUR EXECUTIVE DIRECTOR 40.00 0.10 X 148502 0 3003 WILLIAM ROSENBERG CHAIR 2.00 0.10 X X 0 0 0 ROBERT FOX TREASURER 2.00 0.10 X X 0 0 0 ETTA ANDERSON CLERK 2.00 0.10 X X 0 0 0 LAUREN ANTONELLI-ZULLO DIRECTOR 2.00 0.10 X 0 0 0 MARY-HELEN BLACK DIRECTOR 2.00 0.10 X 0 0 0 LILLIAN BURGESS DIRECTOR 2.00 0.10 X 0 0 0 FATHER ROBERT CARR DIRECTOR 2.00 0.10 X 0 0 0 JOHN CUSACK DIRECTOR 2.00 0.10 X 0 0 0 ANDREW GILSON DIRECTOR 2.00 0.10 X 0 0 0 RABBI JASON STRAUSS DIRECTOR 2.00 0.10 X 0 0 0 148502 0 3003 1 0 1 0 CONGRESS WEALTH MANAGEMENT LLC 155 SEAPORT BOULEVARD 3RD FL BOSTON MA 022102698 INVESTMENT ADVISING 105984 1 INTEREST ON NOTES RECEIVABLE 900099 1244952 1244952 DISCOUNT ACCRETION ON NOTES RECEI 900099 358082 358082 MANAGEMENT FEES 900099 126677 126677 INVESTMENT IN AFFILIATE 900099 95703 95703 1825414 308908 308908 2159847 1985208 174639 174639 174639 2308961 1825414 0 483547 950000 950000 151505 120759 30746 64825 64825 35484 30441 5043 51493 51493 24360 24360 150029 150029 1375 1375 18356 16520 1836 4053 4053 10975 10975 RESIDENT SERVICES 41581 41581 1504036 1228179 275857 0 1752070 1018869 1990713 260159 55351822 55023185 10895 3238 60800 18239 46614 42561 17264246 17106244 408409 446394 76824769 73900650 22775 15805 22775 15805 X 76801994 73884845 76801994 73884845 76824769 73900650 804925 -3722074 0 X 0 1 X 1 0 X X 1 CHARLESVIEW CHARITIES INC 883028041 7 1 750000 200000 1 750000 200000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 60800 18239 42561 42561 X PART X, LINE 2: THE CORPORATION AND ITS AFFILIATE QUALIFY AS ORGANIZATIONS FORMED FOR CHARITABLE PURPOSES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE GENERALLY NOT SUBJECT TO INCOME TAX. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE CORPORATION'S OR IT'S AFFILIATE'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE CORPORATION AND ITS AFFILIATE ARE NOT PRIVATE FOUNDATIONS UNDER SECTION 509(A)(1) OF THE INTERNAL REVENUE CODE. U.S. GAAP PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FOR THOSE BENEFITS TO BE RECOGNIZED, A TAX POSITION MUST BE MORE-LIKELY-THAN-NOT SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. FOR THE YEAR ENDED DECEMBER 31, 2022, THE CORPORATION HAS DETERMINED THAT IT HAS NOT TAKEN ANY TAX POSITIONS WHICH WOULD RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. GENERALLY, THE CORPORATION'S AND ITS AFFILIATE'S INFORMATION/TAX RETURNS REMAIN OPEN FOR POSSIBLE FEDERAL INCOME TAX EXAMINATION FOR THREE YEARS AFTER THE FILING DATE. THE CORPORATION AND ITS AFFILIATE ARE NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE INTERNAL REVENUE SERVICE, TAX YEARS SINCE 2019 REMAIN OPEN. 1 ALLSTON BRIGHTON COMMUNITY DEVELOPMENT CORPORATION 18R SHEPARD STREET SUITE 100 BRIGHTON MA 02135 042716278 501(C)(3) 200000 0 SUBSTANCE ABUSE TASK FORCE & HEALTH COLLABORATIVE CHARLESVIEW CHARITIES INC 123 ANTWERP STREET BRIGHTON MA 02135 883028041 501(C)(3) 750000 0 PROGRAM SUPPORT 2 0 PART I, LINE 2: ALL GRANTEES MUST SUBMIT BOTH INTERIM AND FINAL REPORTS THAT DESCRIBE THE USE OF GRANT FUNDS AND THE PROJECT'S IMPACT. THESE ARE REVIEWED BY THE CHARLESVIEW GRANTS COMMITTEE. X 0 0 0 0 0 0 0 0 0 JO-ANN BARBOUR EXECUTIVE DIRECTOR 148502 0 0 0 0 0 0 0 3003 0 151505 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 FIFTEEN INCORPORATORS SIGNED AGREEMENT ON MAY 9, 1969 TO FORM "A PRIVATE CORPORATION UNDER AND SUBJECT TO THE PROVISIONS OF CHAPTER 121A OF THE (MASSACHUSETTS) GENERAL LAWS AND TO PROVIDE, ON A NON-PROFIT BASIS, PURSUANT TO SECTION 221(D)(3) OF THE NATIONAL HOUSING ACT, HOUSING FOR THE USE AND OCCUPANCY BY FAMILIES DISPLACED FROM URBAN RENEWAL AREAS OR BY GOVERNMENT ACTION AND BY FAMILIES OF LOW OR MODERATE INCOME WHERE NO ADEQUATE HOUSING EXISTS FOR SUCH GROUPS, AND ALSO FOR ITSELF OR OTHER PERSONS IDENTIFIED HEREWITH. THE CORPORATION IS IRREVOCABLY DEDICATED TO, AND OPERATED EXCLUSIVELY FOR, NON-PROFIT PURPOSES." FORM 990, PART VI, SECTION A, LINE 7A FROM THE ARTICLES OF ORGANIZATION,"THE CORPORATION SHALL HAVE AN ODD NUMBER OF DIRECTORS, NOT LESS THAN THREE, AS FIXED BY THE BYLAWS, WHO SHALL BE ELECTED BY THE STOCKHOLDERS, AND WHO SHALL SERVE UNTIL THEIR SUCCESSORS ARE ELECTED AND QUALIFIED." FORM 990, PART VI, SECTION A, LINE 7B ACCORDING TO THE BYLAWS "THE DIRECTORS SHALL BE ELECTED BY THE STOCKHOLDERS AT THE ANNUAL MEETING", AND "THE BUSINESS OF THE CORPORATION SHALL BE MANAGED BY (THE) BOARD OF DIRECTORS... AND "A DIRECTOR MAY BE REMOVED FROM OFFICE (A)...BY A VOTE OF A MAJORITY OF THE STOCKHOLDERS...OR (B) FOR CAUSE BY A MAJORITY OF THE DIRECTORS...". FORM 990, PART VI, SECTION A, LINE 8B NOT APPLICABLE FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND BOARD TREASURER BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED AT THE ORGANIZATION'S ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 15A APPROVAL BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST. CHARLESVIEW CHARITIES INC 123 ANTWERP STREET BRIGHTON MA 02135 883028041 GRANTMAKING MA 501(C)(3) LINE 7 CHARLESVIEW INC 1 CHARLESVIEW HOUSING LIMITED PARTNERSHIP 185 DARTMOUTH STREET BOSTON MA 02116 263467063 LOW INCOME HOUSING MA N/A 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLESVIEW CHARITIES INC B 750000 FMV