CHARLESVIEW CHARITIES INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CHARLESVIEW CHARITIES INC (EIN 88-3028041)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-12
IRS object ID
202413179349306281
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-12T14:42:10-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1350 GRANITE STREET SUITE 1200AddressLine1Txt
CityBRAINTREECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02184ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN883028041EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHARLESVIEW CHARITIES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHARBusinessNameControlTxt
Phone7817941000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1123 ANTWERP STREETAddressLine1Txt
CityBRIGHTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02135ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT FOXPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7817941000PhoneNum
Signature2024-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOLANTA TUCK CPAPreparerPersonNm
PTINP01340068PTIN
Phone7813803520PhoneNum
Preparation2024-11-05PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWILLIAM ROSENBERGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1123 ANTWERP STREETAddressLine1Txt
CityBRIGHTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02135ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,300,000GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2022FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO ADVANCE THE WELL-BEING OF INDIVIDUALS AND FAMILIES AND PROMOTE DIVERSITY AND VIBRANCY.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$750,000PYContributionsGrantsAmt
CY Contributions Grants$1,300,000CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$750,000PYTotalRevenueAmt
CY Total Revenue$1,300,000CYTotalRevenueAmt
PY Grants And Similar Paid$286,935PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$495,900CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$82,923CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$137,291PYOtherExpensesAmt
CY Other Expenses$196,980CYOtherExpensesAmt
PY Total Expenses$424,226PYTotalExpensesAmt
CY Total Expenses$775,803CYTotalExpensesAmt
PY Revenues Less Expenses$325,774PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$524,197CYRevenuesLessExpensesAmt
Total Assets BOY$333,752TotalAssetsBOYAmt
Total Assets EOY$886,655TotalAssetsEOYAmt
Total Liabilities BOY$7,978TotalLiabilitiesBOYAmt
Total Liabilities EOY$36,684TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$325,774NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$849,971NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionCHARLESVIEW CHARITIES, 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$622,001ExpenseAmt
Grant$495,900GrantAmt
DescOPERATION OF THE RABBI ABRAHAM HALBFINGER AND CHARLESVIEW CHARITABLE FUND. THERE ARE MANY EXISTING RESOURCES AND LIFE-ENRICHING RELATIONSHIPS IN THE ALLSTON-BRIGHTON COMMUNITY. THE RABBI ABRAHAM HALBFINGER AND CHARLESVIEW CHARITABLE FUND AIMS TO STRENGTHEN, DEEPEN, AND GROW THESE RESOURCES AND RELATIONSHIPS AND ENSURE THAT THEY BENEFIT LOW- AND MODERATE-INCOME INDIVIDUALS AND FAMILIES WHO LIVE IN ALLSTON-BRIGHTON. THE FUND TARGETS SUPPORT IN FIVE CORE AREAS LISTED BELOW.EDUCATION: EXAMPLES INCLUDE AFTER-SCHOOL HOMEWORK AND ENRICHMENT PROGRAMS, ADULT EDUCATION, YOUTH LEADERSHIP DEVELOPMENT, CITIZENSHIP PREPARATION.PARTICIPATORY ARTS EDUCATION: EXAMPLES INCLUDE YOUTH AND ADULT ART AND/OR MUSIC PROGRAMS, COMMUNITY ARTS PROJECTS, EXPRESSIVE THERAPIES.HEALTH/MENTAL WELLNESS: EXAMPLES INCLUDE PHYSICAL, SOCIAL, EMOTIONAL WELLNESS PROGRAMS, NUTRITION, DISEASE-SPECIFIC PROGRAMMING, SUBSTANCE USE SERVICES, PROGRAMS THAT ADDRESS AN IDENTIFIED HEALTH DISPARITY IN THE COMMUNITY FOR INDIVIDUALS, FAMILIES OR GROUPS.HOUSING/SHELTER: EXAMPLES INCLUDE HOUSING READINESS PROGRAMS, RESIDENT LEADERSHIP AND EMPOWERMENT EFFORTS, HOUSING TRANSITION AND STABILIZATION SERVICES.WORKFORCE/ASSET DEVELOPMENT: EXAMPLES INCLUDE JOB READINESS AND TRAINING, FINANCIAL LITERACY.THE FUND GIVES PRIORITY TO NONPROFIT ORGANIZATIONS THAT ARE SIGNIFICANTLY EXPANDING SERVICES, NEED SUPPORT IN LEVERAGING OTHER RESOURCES TO PROVIDE IMPROVED SERVICES, OR REQUIRE SEED FUNDING TO LAUNCH A NEW INNOVATION. FOOD INSECURITY HAS ALSO EMERGED AS A RESULT OF THE COVID-19 PANDEMIC. AS A RESULT THE FUND WILL ALSO SUPPORT ORGANIZATIONS PROVIDING FOOD RESOURCES TO RESIDENTS IN NEED. ANNUALLY NON-PROFIT COMMUNITY BASED ORGANIZATIONS BASED IN OR PROVIDING SERVICES IN ALLSTON/BRIGHTON ARE INVITED TO SUBMIT A LETTER OF INTEREST TO THE FUND. A SUB- COMMITTEE OF THE BOARD WITH THE GUIDANCE OF THE EXECUTIVE DIRECTOR AND OUR CONSULTANTS AT GRANT MAKERS OF AMERICA, ORGANIZATIONS THAT MEET THE MISSION ARE INVITED TO SUBMIT FULL PROPOSALS THAT UNDERGO A THOROUGH REVIEW AND SITE VISIT PROCESS BEFORE FINAL RECOMMENDATIONS ARE MADE TO THE FULL BOARD OF DIRECTORS FOR APPROVAL.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$75,660ExpenseAmt
DescOPERATIONS OF THE COMMUNITY CENTER THAT ARE AVAILABLE TO ALL RESIDENTS OF THE ALLSTON/BRIGHTON COMMUNITY. THESE OPERATIONS INCLUDE HOSTING SUPPORTIVE SERVICE PROGRAMS FOR CHILDREN, YOUTH, PARENTS, ADULTS, AND SENIORS WITH PARTNER ORGANIZATIONS IN THE COMMUNITY. EXAMPLES OF THESE PROGRAMS ARE AFTER SCHOOL AND SUMMER PROGRAMMING FOR CHILDREN IN COLLABORATION WITH THE OAK SQUARE YMCA AND THE DREAM PROGRAM, PARENTING GROUPS IN COLLABORATION WITH THE FAMILY NURTURING CENTER, HEALTH AND WELLNESS SUCH AS TAI CHI, YOGA, NUTRITIONAL COOKING CLASSES, WORKFORCE AND EMPLOYMENT SUPPORT, COMPUTER TRAINING CLASSES, ENGLISH FOR SPEAKERS OF OTHER LANGUAGES, AA AND OTHER SELF-HELP PROGRAMS, ARTS, AND MUSIC. CHARLESVIEW CHARITIES PROVIDES FINANCIAL SUPPORT FOR SEVERAL OF THESE PROGRAMS, WHILE OTHERS ARE LEVERAGED BY THE USE OF CLASSROOM SPACE IN THE COMMUNITY CENTER. ADDITIONAL ACTIVITIES ARE DEVELOPED BASED ON THE NEEDS IDENTIFIED BY RESIDENTS IN ALLSTON/BRIGHTON OR BY COMMUNITY SERVICE PROVIDERS WHO SEEK A SPACE TO PROVIDE NEW PROGRAMMING IDENTIFIED BY THEIR CLIENTS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$50,440ExpenseAmt
DescPROMOTION OF AFFORDABLE AND MIXED INCOME HOUSING IN THE ALLSTON/BRIGHTON COMMUNITY. THE EXECUTIVE DIRECTOR REPRESENTS THE ORGANIZATION ON A VARIETY OF COMMUNITY TASK FORCES AND COALITIONS TO FURTHER IDENTIFY OPPORTUNITIES AND THROUGH THE CITY OF BOSTON'S ARTICLE 80 DEVELOPMENT PROCESS WORK TO INCREASE AFFORDABLE RENTAL AND HOMEOWNERSHIP DURING THE PUBLIC PROCESS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$748,101TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document17IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT FINEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7817941000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PEABODY PROPERTIES INC 536 GRANITEAddressLine1Txt
CityBRAINTREECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02184ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
WILLIAM ROSENBERG
CHAIR0.102.00Yes (X)Yes (X)$0$0$0
ROBERT FOX
TREASURER0.102.00Yes (X)Yes (X)$0$0$0
ETTA ANDERSON
CLERK0.102.00Yes (X)Yes (X)$0$0$0
LAUREN ANTONELLI-ZULLO
DIRECTOR0.102.00Yes (X)$0$0$0
MARY-HELEN BLACK
DIRECTOR0.102.00Yes (X)$0$0$0
LILLIAN BURGESS
DIRECTOR0.102.00Yes (X)$0$0$0
FATHER ROBERT CARR
DIRECTOR0.102.00Yes (X)$0$0$0
JOHN CUSACK
DIRECTOR0.102.00Yes (X)$0$0$0
ANDREW GILSON
DIRECTOR0.102.00Yes (X)$0$0$0
RABBI JASON STRAUSS
DIRECTOR0.102.00Yes (X)$0$0$0
JO-ANN BARBOUR
EXECUTIVE DIRECTOR0.1040.00Yes (X)$0$160,784$6,171
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$160,784TotReportableCompRltdOrgAmt
Total Other Compensation$6,171TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$1,300,000RelatedOrganizationsAmt
Total Contributions$1,300,000TotalContributionsAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,300,000TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$495,900TotalAmt
Program Services$495,900ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$6,171TotalAmt
Program Services$6,171ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$66,572TotalAmt
Program Services$66,572ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,673TotalAmt
Program Services$2,673ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$7,507TotalAmt
Program Services$7,507ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$24,010TotalAmt
Management And General$24,010ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$33,973TotalAmt
Program Services$33,973ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$36,920TotalAmt
Program Services$33,228ProgramServicesAmt
Management And General$3,692ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescRESIDENT SERVICESDesc
Total$102,077TotalAmt
Program Services$102,077ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$775,803TotalAmt
Program Services$748,101ProgramServicesAmt
Management And General$27,702ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$333,752BOYAmt
EOY$886,356EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$299EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$333,752BOYAmt
EOY$886,655EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$7,978BOYAmt
EOY$36,684EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,978BOYAmt
EOY$36,684EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$325,774BOYAmt
EOY$849,971EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$325,774BOYAmt
EOY$849,971EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$333,752BOYAmt
EOY$886,655EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$524,197ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$750,000CurrentTaxYearMinus1YearAmt
Current Tax Year$1,300,000CurrentTaxYearAmt
Total$2,050,000TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$750,000CurrentTaxYearMinus1YearAmt
Current Tax Year$1,300,000CurrentTaxYearAmt
Total$2,050,000TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$2,050,000PublicSupportTotal170Amt
Total Support$2,050,000TotalSupportAmt
First5 Years170Yes (X)First5Years170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, SHORT YEAR EXPLANATIONFormAndLineReferenceDesc
ExplanationTHE ORGANIZATION FILED AN INITIAL YEAR RETURN DURING 2022. AS A RESULT, THE AMOUNTS PRESENTED IN SCHEDULE A, PART II ARE FOR THE FOLLOWING PERIOD. 2022 COLUMN = 4/28/22 THROUGH 12/31/22ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationCHARLESVIEW INC. AND CHARLESVIEW CHARITIES, INC. 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 ITS 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, 2023, 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 2020 REMAIN OPEN.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
YMCA OF GREATER BOSTON INC - OAK SQUARE BRANCH
615 WASHINGTON STREETBRIGHTONMA02135042103551501(C)(3)$30,000$0PROGRAM SUPPORT
ACTION FOR BOSTON COMMUNITY DEVELOPMENT INC
178 TREMONT STREETBOSTONMA02111042304133501(C)(3)$35,000$0ALLSTON/BRIGHTON NEIGHBORHOOD OPPORTUNITY CENTER OF ABCD
PRESENTATION SCHOOL FOUNDATION
640 WASHINGTON STBRIGHTONMA02135141910759501(C)(3)$17,400$0PROGRAM SUPPORT
BRAZELIAN WOMEN'S GROUP
697 CAMBRIDGE STREETBRIGHTONMA02135043549382501(C)(3)$30,000$0PROGRAM SUPPORT
FAMILY NURTURING CENTER OF MA INC
185 COLUMBIA ROAD SUITE 304DORCHESTERMA02121311626186501(C)(3)$31,500$0PROGRAM SUPPORT
ENGLISH FOR NEW BOSTONIANS INC
185 DEVONSHIRE STREET 700BOSTONMA02110463202177501(C)(3)$30,000$0PROGRAM SUPPORT
KITHARA PROJECT INC
PO BOX 171583BOSTONMA02117473559665501(C)(3)$35,000$0PROGRAM SUPPORT
LITTLE BROTHERS FRIENDS OF THE ELDERLY - BOSTON INC
2 PARK PLAZA 314BOSTONMA02116042681294501(C)(3)$35,000$0PROGRAM SUPPORT
GARDEN PILOT ACADEMY FOUNDATION INC
30 ATHOL STREETALLSTONMA02134833487611501(C)(3)$18,000$0PROGRAM SUPPORT
TIFERETH RAPHAEL INC
14 WILLIAM JACKSON AVENUEBRIGHTONMA02135205149181501(C)(3)$35,000$0PROGRAM SUPPORT
TORAH ACADEMY
198 STRATHMORE ROADBRIGHTONMA02135042746694501(C)(3)$25,000$0PROGRAM SUPPORT
GATEWAY ACCESS TO JEWISH EDUCATION
333 NAHANTON STREETNEWTONMA02459043494246501(C)(3)$35,000$0PROGRAM SUPPORT
ALLSTON BRIGHTON COMMUNITY DEVELOPMENT
18R SHEPARD STREET SUITE 100BRIGHTONMA02135042716278501(C)(3)$100,000$0PROGRAM SUPPORT
HORIZON FOR HOMELESS CHILDREN
1785 COLUMBUS AVENUEROXBURYMA02119222951518501(C)(3)$25,000$0PROGRAM SUPPORT
BRAZILIAN WORKER CENTER INC
12 HARVARD AVE SUITE 2ALLSTONMA02134043273525501(C)(3)$10,000$0PROGRAM SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org14Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationALL 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJO-ANN BARBOURPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$160,784CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$6,171NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$166,955TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationCHARLESVIEW, INC., A RELATED ORGANIZATION, COMPENSATES THE ORGANIZATION'S EXECUTIVE DIRECTOR. COMPENSATION IS APPROVED BY CHARLESVIEW, INC.'S BOARD OF DIRECTORS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BNOT APPLICABLE
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND BOARD TREASURER BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED AT THE ORGANIZATION'S ANNUAL MEETING.
FORM 990, PART VI, SECTION B, LINE 15ACHARLESVIEW, INC., A RELATED ORGANIZATION, COMPENSATES THE ORGANIZATION'S EXECUTIVE DIRECTOR. COMPENSATION IS APPROVED BY CHARLESVIEW, INC.'S BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION C, LINE 19UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1CHARLESVIEW INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1123 ANTWERP STREETAddressLine1Txt
CityBRIGHTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02135ZIPCd
FieldValueIRS element (for citing)
EIN237099102EIN
Primary ActivitiesLOW INCOME HOUSINGPrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 12B, IIPublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHARLESVIEW HOUSING LIMITED PARTNERSHIPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1185 DARTMOUTH STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd
FieldValueIRS element (for citing)
EIN263467063EIN
Primary ActivitiesLOW INCOME HOUSINGPrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing Partner0GeneralOrManagingPartnerInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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