FURP.ORG / PUBLIC DATA EXPLORER

CHARLESVIEW INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CHARLESVIEW INC (EIN 23-7099102)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-08
IRS object ID
202243129349302514
Schema version
2021v4.2
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)
Return2022-11-08T11:24:25-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Line110 FORBES ROAD SUITE 200AddressLine1Txt
CityBRAINTREECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02184ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237099102EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHARLESVIEW 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
Signature2022-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBERTPersonFirstNm
Person LastFOXPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOLANTA TUCK CPAPreparerPersonNm
PTINP01340068PTIN
Phone7813803520PhoneNum
Preparation2022-11-02PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$8,208,976GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTP://CHARLESVIEWCOMMUNITY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1969FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionCHARLESVIEW, 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.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers30TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,000PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$2,655,887PYProgramServiceRevenueAmt
CY Program Service Revenue$1,566,396CYProgramServiceRevenueAmt
PY Investment Income$694,129PYInvestmentIncomeAmt
CY Investment Income$3,171,518CYInvestmentIncomeAmt
PY Other Revenue$600PYOtherRevenueAmt
CY Other Revenue$1,300CYOtherRevenueAmt
PY Total Revenue$3,352,616PYTotalRevenueAmt
CY Total Revenue$4,739,214CYTotalRevenueAmt
PY Grants And Similar Paid$385,260PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$530,291CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$237,420PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$244,675CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$207,734PYOtherExpensesAmt
CY Other Expenses$274,323CYOtherExpensesAmt
PY Total Expenses$830,414PYTotalExpensesAmt
CY Total Expenses$1,049,289CYTotalExpensesAmt
PY Revenues Less Expenses$2,522,202PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,689,925CYRevenuesLessExpensesAmt
Total Assets BOY$73,232,378TotalAssetsBOYAmt
Total Assets EOY$76,824,769TotalAssetsEOYAmt
Total Liabilities BOY$13,850TotalLiabilitiesBOYAmt
Total Liabilities EOY$22,775TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$73,218,528NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$76,801,994NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionCHARLESVIEW, 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$844,559ExpenseAmt
Grant$530,291GrantAmt
Revenue$1,567,696RevenueAmt
DescPROVIDE FINANCING TO DEVELOP AFFORDABLE HOUSING PROJECT.Desc
Total Program Service Expenses$844,559TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
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 EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
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 Document14IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee2EmployeeCnt
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 Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
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 Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
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 (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
WILLIAM ROSENBERG
CHAIR2.00Yes (X)Yes (X)$0$0$0
ROBERT FOX
TREASURER2.00Yes (X)Yes (X)$0$0$0
FATHER FRANK GLYNN
CLERK2.00Yes (X)Yes (X)$0$0$0
ETTA ANDERSON
DIRECTOR2.00Yes (X)$0$0$0
LAUREN ANTONELLI-ZULLO
DIRECTOR2.00Yes (X)$0$0$0
MARY-HELEN BLACK
DIRECTOR2.00Yes (X)$0$0$0
LILLIAN BURGESS
DIRECTOR2.00Yes (X)$0$0$0
JOHN CUSACK
DIRECTOR2.00Yes (X)$0$0$0
ANDREW GILSON
DIRECTOR2.00Yes (X)$0$0$0
RABBI JASON STRAUSS
DIRECTOR2.00Yes (X)$0$0$0
SINU JE
DIRECTOR2.00Yes (X)$0$0$0
JO-ANN BARBOUR
EXECUTIVE DIRECTOR40.00Yes (X)$151,368$0$8,342
FieldValueIRS element (for citing)
Total Reportable Comp From Org$151,368TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$8,342TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
INTEREST ON NOTES RECEIVABLE900099$1,244,952$1,244,952
DISCOUNT ACCRETION ON NOTES RECEI900099$129,680$129,680
MANAGEMENT FEES900099$126,466$126,466
INVESTMENT IN AFFILIATE900099$65,298$65,298
FieldValueIRS element (for citing)
Total Program Service Revenue$1,566,396TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$399,105TotalRevenueColumnAmt
Exclusion$399,105ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$6,242,175SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,469,762SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,772,413SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,772,413TotalRevenueColumnAmt
Exclusion$2,772,413ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,300TotalRevenueColumnAmt
Related Or Exempt Func Income$1,300RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,300OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,739,214TotalRevenueColumnAmt
Related Or Exempt Func Income$1,567,696RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,171,518ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$530,291TotalAmt
Program Services$530,291ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$159,710TotalAmt
Program Services$127,773ProgramServicesAmt
Management And General$31,937ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$61,711TotalAmt
Program Services$61,711ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,938TotalAmt
Program Services$2,938ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$20,316TotalAmt
Program Services$17,424ProgramServicesAmt
Management And General$2,892ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$500TotalAmt
Management And General$500ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$11,750TotalAmt
Management And General$11,750ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$141,956TotalAmt
Management And General$141,956ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$22,500TotalAmt
Program Services$16,670ProgramServicesAmt
Management And General$5,830ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$17,437TotalAmt
Program Services$15,225ProgramServicesAmt
Management And General$2,212ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,053TotalAmt
Program Services$4,053ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$7,653TotalAmt
Management And General$7,653ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescRESIDENT SERVICESDesc
Total$68,474TotalAmt
Program Services$68,474ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,049,289TotalAmt
Program Services$844,559ProgramServicesAmt
Management And General$204,730ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,303,816BOYAmt
EOY$1,752,070EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$178,215BOYAmt
EOY$1,990,713EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$56,160,561BOYAmt
EOY$55,351,822EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$10,895EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$60,800LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$14,186LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$50,667BOYAmt
EOY$46,614EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$14,153,641BOYAmt
EOY$17,264,246EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$385,478BOYAmt
EOY$408,409EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$73,232,378BOYAmt
EOY$76,824,769EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$13,850BOYAmt
EOY$22,775EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,850BOYAmt
EOY$22,775EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$73,218,528BOYAmt
EOY$76,801,994EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$73,218,528BOYAmt
EOY$76,801,994EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$73,232,378BOYAmt
EOY$76,824,769EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,689,925ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$106,459NetUnrlzdGainsLossesInvstAmt
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)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type2Yes (X)SupportingOrgType2Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHARLESVIEW CHARITIES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN883028041EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgYes (1)OrganizationChangeSuprtOrgInd
Supported Org Class DesignatedYes (1)SupportedOrgClassDesignatedInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd
FieldValueIRS element (for citing)
Majority Dir Trst Supported OrgYes (1)MajorityDirTrstSupportedOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART IV, SECTION A, LINE 5A:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION ADDED A SUPPORTED ORGANIZATION DURING THE TAX YEAR. THE SUPPORTED ORGANIZATION IS CHARLESVIEW CHARITIES INC, EIN: 88-3028041. THIS ACTION WAS TAKEN DUE TO A REORGANIZATION, WITH AUTHORITY BY AMENDING THE ORGANIZATION'S ARTICLES OF ORGANIZATION.ExplanationTxt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$60,800OtherCostOrOtherBasisAmt
Depreciation$14,186DepreciationAmt
Book Value$46,614BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$46,614TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$4,490,799TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$106,459NetUnrealizedGainsInvstAmt
Revenue Not Reported-$106,459RevenueNotReportedAmt
Revenue Subtotal$4,597,258RevenueSubtotalAmt
Investment Expenses Not Incld$141,956InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$141,956RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,739,214TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$907,333TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$907,333ExpensesSubtotalAmt
Investment Expenses Not Incld2$141,956InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$141,956ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,049,289TotalExpensesPerForm990Amt

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
ALLSTON BRIGHTON COMMUNITY DEVELOPMENT CORPORATION
18R SHEPARD STREET SUITE 100BRIGHTONMA02135042716278501(C)(3)$225,000$0SUBSTANCE ABUSE TASK FORCE & HEALTH COLLABORATIVE
ARTISAN'S ASYLUM INC
10 TYLER STSOMERVILLEMA02143272604571501(C)(3)$25,000$0COMMUNITY MURAL PROJECT
BRIGHTON HIGH SCHOOL
25 WARREN STBRIGHTONMA02135501(C)(3)$10,000$0COVID-19 SUPPORT
BROOKLINE CENTER FOR COMMUNITY MENTAL HEALTH
41 GARRISON RDBROOKLINEMA02445042263744501(C)(3)$25,000$0EXPANDING ACCESS TO MENTAL HEALTH SERVICES
COMMONWHEELS INC
18 SEATTLE STREETALLSTONMA02134454645136501(C)(3)$20,000$0PROGRAM SUPPORT
FAMILY NUTURING CENTER OF MASSACHUSETTS INC
200 BOWDOIN STREETDORCHESTERMA02122311626186501(C)(3)$25,000$0FAMILY SUPPORT NETWORK
FRANCISCAN HOSPITAL FOR CHILDREN
30 WARREN STBRIGHTONMA02135042156082501(C)(3)$25,000$0PROGRAM SUPPORT
FRIENDSHIPWORKS INC
105 CHAUNCY STREET SUITE 801BOSTONMA02111043140541501(C)(3)$16,000$0PROGRAM SUPPORT
GRANADA HOUSE
70-72 ADAMSON STREETALLSTONMA02134042756687501(C)(3)$15,000$0PROGRAM SUPPORT
JEWISH FAMILY AND CHILDREN'S SERVICES
1430 MAIN STWALTHAMMA02451042104356501(C)(3)$20,000$0PROGRAM SUPPORT
KITHARA PROJECT
PO BOX 171583BOSTONMA02117473559665501(C)(3)$25,000$0COMMUNITY BASED GUITAR CURRICULUM
PUPPET SHOWPLACE INC
32 STATION STBROOKLINEMA02445042546402501(C)(3)$25,000$0PROGRAM SUPPORT
THE WOMEN'S TABLE
175 ELM STNEW HAVENCT06511501(C)(3)$10,000$0PROGRAM SUPPORT
TIFERETH RAPHAEL INC
14 WILLIAM JACKSON AVEBRIGHTONMA02135205149181501(C)(3)$20,000$0COVID-19 SUPPORT
YMCA OF GREATER BOSTON INC - OAK SQUARE BRANCH
615 WASHINGTON STREETBRIGHTONMA02135042103551501(C)(3)$28,675$0PROGRAM SUPPORT & COVID-19 SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org15Total501c3OrgCnt
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$151,368BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$8,342DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$159,710TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 4SINCE THE MOST RECENT 990 WAS FILED, THE ORGANIZATION HAS AMENDED IT'S ARTICLES OF INCORPORATION. THE SIGNIFICANT CHANGE IS THAT THE ORGANIZATION CHANGED ITS PUBLIC CHARITY STATUS FROM A TYPE 7 ORGANIZATION TO A TYPE 12C III FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 6FIFTEEN 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 7AFROM 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 7BACCORDING 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 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 C, LINE 19UPON REQUEST.

Schedule R IRS990ScheduleR

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 Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
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