2025-11-15T05:03:33-06:00 2024-12-31 333709623 COHNREZNICK ADVISORY LLC 350 GRANITE STREET SUITE 1200 BRAINTREE MA 02184 990 2024-01-01 237099102 CHARLESVIEW INC CHAR 7817941000 123 ANTWERP STREET BRIGHTON MA 02135 ROBERT FOX TREASURER 6176861015 2025-11-13 1 1 JOLANTA TUCK P01340068 7813803520 2025-11-14 2024 2025-03-06 01:10:19Z WILLIAM ROSENBERG 123 ANTWERP STREET BRIGHTON MA 02135 11831004 0 X HTTP://CHARLESVIEWCOMMUNITY.ORG X 1969 MA TO ADVANCE THE WELL-BEING OF INDIVIDUALS AND FAMILIES AND PROMOTE DIVERSITY AND VIBRANCY. 9 9 1 9 20090 12647 0 123238 1898025 2176265 435195 -1406505 2100 2900 2335320 895898 1300000 580000 0 0 179963 177196 0 0 0 207940 234807 1687903 992003 647417 -96105 76751393 80461607 51260 33520 76700133 80428087 X CHARLESVIEW, INC. IS DEDICATED TO ADVANCING THE WELL-BEING OF INDIVIDUALS AND FAMILIES AND PROMOTING THE DIVERSITY AND VIBRANCY OF THE ALLSTON/BRIGHTON COMMUNITY. WE DO THIS BY PROVIDING HEALTHY, AFFORDABLE HOMES; OFFERING PROGRAMS DESIGNED TO ENRICH, EDUCATE AND INSPIRE; AND ENGAGING IN INNOVATIVE PHILANTHROPY. 0 0 748134 580000 2179165 PROVIDE FINANCING TO DEVELOP AFFORDABLE HOUSING PROJECT. 748134 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 3 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 1 1 1 0 0 0 0 1 1 1 0 0 1 0 0 MA X ROBERT FINE 7817941000 PEABODY PROPERTIES INC 536 GRANITE BRAINTREE MA 02184 ETTA ANDERSON CLERK 2.00 0.10 X X 0 0 0 FATHER ROBERT CARR DIRECTOR 2.00 0.10 X 0 0 0 JOHN CUSACK DIRECTOR 2.00 0.10 X 0 0 0 LAUREN ANTONELLI-ZULLO DIRECTOR 2.00 0.10 X 0 0 0 LILLIAN BURGESS DIRECTOR 2.00 0.10 X 0 0 0 MARY-HELEN BLACK DIRECTOR 2.00 0.10 X 0 0 0 RABBI JASON STRAUSS DIRECTOR 2.00 0.10 X 0 0 0 ROBERT FOX TREASURER 2.00 0.10 X X 0 0 0 WILLIAM ROSENBERG CHAIR 2.00 0.10 X X 0 0 0 JO-ANN BARBOUR EXECUTIVE DIRECTOR 40.00 0.10 X 160604 0 363 160604 0 363 1 0 1 0 CONGRESS WEALTH MANAGEMENT LLC 155 SEAPORT BOULEVARD 3RD FL BOSTON MA 022102698 INVESTMENT ADVISING 110203 1 123238 123238 INTEREST ON NOTES RECEIVABLE 900099 1244952 1244952 DISCOUNT ACCRETION ON NOTES RECEI 900099 693046 693046 MANAGEMENT FEES 900099 134392 134392 INVESTMENT IN AFFILIATE 900099 103875 103875 2176265 478738 478738 9049863 10935106 -1885243 -1885243 20090 -1905333 2900 2900 2900 895898 2179165 20090 -1426595 580000 580000 160967 128433 32534 16229 12949 3280 29890 29890 167391 167391 1077 969 108 5821 5821 10666 10666 PROGRAM EXPENSE 16206 16206 RESIDENT SERVICES 3756 3756 992003 748134 243869 0 1842629 1144301 149723 29055 132 54579847 54266709 2879 2858 96150 28997 72974 67153 19637377 24477343 465964 474056 76751393 80461607 51260 33520 51260 33520 X 76700133 80428087 76700133 80428087 76751393 80461607 -96105 3824059 0 X 0 1 X 1 0 X X 1 CHARLESVIEW CHARITIES INC 883028041 7 1 580000 168134 1 580000 168134 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 96150 28997 67153 67153 X PART X, LINE 2: CHARLESVIEW 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, 2024, 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 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 2021 REMAIN OPEN. 1 CHARLESVIEW CHARITIES INC 123 ANTWERP STREET BRIGHTON MA 02135 883028041 501(C)(3) 580000 0 PROGRAM SUPPORT 1 0 PART I, LINE 2: ALL GRANTEES MUST SUBMIT BOTH INTERIM AND FINAL REPORTS THAT DESCRIBE THE USE OF GRANT FUNDS AND THE PROJECT'S IMPACT. THESE ARE REVIEWED BY THE CHARLESVIEW GRANTS COMMITTEE. X 0 0 0 0 0 0 0 0 0 JO-ANN BARBOUR EXECUTIVE DIRECTOR 160604 0 0 0 0 0 0 0 363 0 160967 0 0 0 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 DIRECTORS, 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 BOARD OF DIRECTORS 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 TWO-THIRDS VOTE OF THE DIRECTORS...OR (B) FOR CAUSE BY A MAJORITY OF THE DIRECTORS...". FORM 990, PART VI, SECTION A, LINE 8B NOT APPLICABLE FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND BOARD TREASURER BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED AT THE ORGANIZATION'S ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 15A APPROVAL BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST. CHARLESVIEW CHARITIES INC 123 ANTWERP STREET BRIGHTON MA 02135 883028041 GRANTMAKING MA 501(C)(3) LINE 7 CHARLESVIEW INC 1 CHARLESVIEW HOUSING LIMITED PARTNERSHIP 185 DARTMOUTH STREET BOSTON MA 02116 263467063 LOW INCOME HOUSING MA N/A 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLESVIEW CHARITIES INC B 580000 FMV