CHARLESVIEW INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CHARLESVIEW INC (EIN 23-7099102)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349306160
- Schema version
- 2019v5.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T10:34:52-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043097400 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN P MARTIN & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 FORBES WEST | AddressLine1Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02184 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237099102 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLESVIEW INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 7817941000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 ANTWERP STREET | AddressLine1Txt |
| City | BRIGHTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02135 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT FOX | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7817941000 | PhoneNum |
| Signature | 2020-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALISON JOHNSON CPA | PreparerPersonNm |
| PTIN | P01526964 | PTIN |
| Phone | 7813803520 | PhoneNum |
| Preparation | 2020-10-22 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.91.219.129 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-22 | IPDt |
| IP Tm | 11:40:49 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CB723D511B4361143C95584A8FE9F03509BC83C0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CB723D511B4361143C95584A8FE9F03509BC83C0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM ROSENBERG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 ANTWERP STREET | AddressLine1Txt |
| City | BRIGHTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02135 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,052,084 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://CHARLESVIEWCOMMUNITY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,800 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,014 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,769,658 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,877,578 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$998,695 | PYInvestmentIncomeAmt |
| CY Investment Income | $667,695 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,965 | PYOtherRevenueAmt |
| CY Other Revenue | $2,000 | CYOtherRevenueAmt |
| PY Total Revenue | $774,728 | PYTotalRevenueAmt |
| CY Total Revenue | $7,550,287 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $171,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $182,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $246,791 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $238,796 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $435,152 | PYOtherExpensesAmt |
| CY Other Expenses | $273,777 | CYOtherExpensesAmt |
| PY Total Expenses | $853,443 | PYTotalExpensesAmt |
| CY Total Expenses | $694,573 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$78,715 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,855,714 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $60,572,737 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,872,293 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,781 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,321 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $60,558,956 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $68,858,972 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $500,015 | ExpenseAmt |
| Grant | $182,000 | GrantAmt |
| Revenue | $6,877,578 | RevenueAmt |
| Desc | PROVIDE FINANCING TO DEVELOP AFFORDABLE HOUSING PROJECT. | Desc |
| Total Program Service Expenses | $500,015 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUSTIN PAQUETTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7817941000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PEABODY PROPERTIES INC 536 GRANITE | AddressLine1Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02184 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| JO-ANN BARBOUR | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $133,313 | $0 | $4,000 | |
| WILLIAM ROSENBERG | ||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| FATHER FRANK GLYNN | ||||||
| VICE CHAIR/SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROBERT FOX | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANDREW GILSON | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| ETTA ANDERSON | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| LILLIAN BURGESS | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| JOHN CUSACK | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| MARY-HELEN BLACK | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| DOV SHUCHATOWITZ | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| LAUREN ANTONELLI-ZULLO | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| RABBI JASON STRAUSS | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $133,313 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $4,000 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,014 | AllOtherContributionsAmt |
| Total Contributions | $3,014 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DISCOUNT ACCRETION ON NOTES RECEI | 900099 | $5,462,030 | $5,462,030 |
| INTEREST ON NOTES RECEIVABLE | 900099 | $1,280,939 | $1,280,939 |
| MANAGEMENT FEES | 900099 | $115,927 | $115,927 |
| INVESTMENT IN AFFILIATE | 900099 | $18,682 | $18,682 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,877,578 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $318,621 | TotalRevenueColumnAmt |
| Exclusion | $318,621 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,850,871 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,501,797 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $349,074 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $349,074 | TotalRevenueColumnAmt |
| Exclusion | $349,074 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMUNITY CENTER CLEANING FEES | Desc |
| Business | 531390 | BusinessCd |
| Total Revenue Column | $2,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,550,287 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,879,578 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $667,695 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,000 | TotalAmt |
| Program Services | $182,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,313 | TotalAmt |
| Program Services | $106,544 | ProgramServicesAmt |
| Management And General | $30,769 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,944 | TotalAmt |
| Program Services | $75,944 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,738 | TotalAmt |
| Program Services | $5,738 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,801 | TotalAmt |
| Program Services | $19,801 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,100 | TotalAmt |
| Management And General | $15,100 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,263 | TotalAmt |
| Management And General | $100,263 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,060 | TotalAmt |
| Program Services | $75,060 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,562 | TotalAmt |
| Program Services | $13,131 | ProgramServicesAmt |
| Management And General | $3,431 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,744 | TotalAmt |
| Program Services | $17,744 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,053 | TotalAmt |
| Program Services | $4,053 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISCOUNT ON NOTES RECEI | Desc |
| Total | $44,476 | TotalAmt |
| Management And General | $44,476 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $519 | TotalAmt |
| Management And General | $519 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $694,573 | TotalAmt |
| Program Services | $500,015 | ProgramServicesAmt |
| Management And General | $194,558 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $252,592 | BOYAmt |
| EOY | $106,159 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,241 | BOYAmt |
| EOY | $717,081 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,502,647 | BOYAmt |
| EOY | $56,193,627 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $60,800 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,080 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,773 | BOYAmt |
| EOY | $54,720 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,732,432 | BOYAmt |
| EOY | $11,191,209 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $857,052 | BOYAmt |
| EOY | $609,497 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,572,737 | BOYAmt |
| EOY | $68,872,293 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,781 | BOYAmt |
| EOY | $13,321 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,781 | BOYAmt |
| EOY | $13,321 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,558,956 | BOYAmt |
| EOY | $68,858,972 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,558,956 | BOYAmt |
| EOY | $68,858,972 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,572,737 | BOYAmt |
| EOY | $68,872,293 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,855,714 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,444,302 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $909,106 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,850 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,579 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,800 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,014 | CurrentTaxYearAmt |
| Total | $945,349 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $909,106 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,850 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,579 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,800 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,014 | CurrentTaxYearAmt |
| Total | $945,349 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $945,349 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $181,230 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $252,560 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $303,257 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $288,341 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $318,621 | CurrentTaxYearAmt |
| Total | $1,344,009 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,860 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,650 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,414 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,965 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,000 | CurrentTaxYearAmt |
| Total | $24,889 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,314,247 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $14,750,565 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.40850 | PublicSupportCY170Pct |
| Public Support PY170 | 0.29030 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | COMMUNITY CENTER CLEANING FEES - 2015 AMOUNT: $ 3,860. 2016 AMOUNT: $ 1,500. 2017 AMOUNT: $ 1,910. 2018 AMOUNT: $ 1,465. 2019 AMOUNT: $ 2,000. MISCELLANEOUS - 2016 AMOUNT: $ 150. 2017 AMOUNT: $ 13,504. 2018 AMOUNT: $ 500. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $60,800 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,080 | DepreciationAmt |
| Book Value | $54,720 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $54,720 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $8,994,589 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,444,302 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,444,302 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,550,287 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,550,287 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $594,310 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $594,310 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $100,263 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $100,263 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $694,573 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| YMCA OF GREATER BOSTON INC | |||||||
| 615 WASHINGTON STREET | BRIGHTON | MA | 02135 | 042103551 | 501(C)(3) | $15,000 | SUMMER PROGRAMS |
| ST MARY'S CENTER FOR WOMEN AND CHILDREN | |||||||
| 640 WASHINGTON STREET | BOSTON | MA | 02135 | 043201844 | 501(C)(3) | $25,000 | SUBSTANCE ABUSE PROGRAMS |
| ALLSTON BRIGHTON COMMUNITY DEVELOPMENT | |||||||
| 18R SHEPARD STREET SUITE 100 | BRIGHTON | MA | 02135 | 042716278 | 501(C)(3) | $25,000 | AFTERSCHOOL PROGRAM |
| BIG SISTER ASSOCIATION | |||||||
| 20 PARK PLAZA SUITE 1420 | BOSTON | MA | 02116 | 042150651 | 501(C)(3) | $15,000 | COMMUNITY DEVELOPMENT |
| BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION | |||||||
| 7 PALMER STREET 2ND FLOOR | ROXBURY | MA | 02119 | 222514422 | 501(C)(3) | $25,000 | MUSIC AND CULTURE PROGRAMS |
| KITHARA PROJECT | |||||||
| PO BOX 171583 | BOSTON | MA | 02117 | 473559665 | 501(C)(3) | $25,000 | GUITAR PROGRAM |
| TORAH ACADEMY | |||||||
| 11 WILLISTON ROAD | BROOKLINE | MA | 02445 | 042746694 | 501(C)(3) | $25,000 | STRENGTHENING STEM SCHOLARSHIP PROGRAM |
| WEST END HOUSE BOYS & GIRLS CLUB | |||||||
| 105 ALLSTON STREET | ALLSTON | MA | 02134 | 042105825 | 501(C)(3) | $25,000 | MUSIC & EXPRESSIVE ARTS FOR SPECIAL NEEDS YOUTH PROGRAM |
| GARDENER PILOT ACADEMY | |||||||
| 30 ATHOL STREET | ALLSTON | MA | 02134 | 833487611 | 501(C)(3) | $2,000 | MISCELLANEOUS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 C, LINE 19 | UPON REQUEST |
| FORM 990, PART IX, LINE 11G | RESIDENT SERVICES: PROGRAM SERVICE EXPENSES 64,191. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 64,191. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 10,869. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,869. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLESVIEW HOUSING LIMITED PARTNERSHIP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 95 BERKELEY STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263467063 | EIN |
| Primary Activities | LOW INCOME HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |