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Charles Family Charitable Foundation at a glance

· Private foundation

Charles Family Charitable Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$85k
Granted FY2025still arriving
16
Grants FY2025still arriving
3
States reached
$20k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2021 to 2025.

Arts & Culture$250kHuman Services$56kHealth$32kEducation$16kFood & Nutrition$15kCrime & Legal$10kPhilanthropy$7kAnimals$4kOther$0
02FY2025 · 16 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k13 grants · $39k
  • $10k–50k3 grants · $46k
$4,000
Median grant
3
States reached
$759k
Total assets
Largest grants
RecipientAmount
COPLEY SOCIETY$20,000
CAPE ANN MUSEUM$16,000
VOICES FOR CHILDREN$10,000
ROCKPORT MUSIC$6,000
SAWYER FREE LIBRARY$5,000
THE OPEN DOOR$5,000
NORTH SHORE ART ASSOCIATION$5,000
ROCKPORT ART ASSOCIATION$4,000
HISTORIC NEW ENGLAND$2,500
GLOUCESTER STAGE$2,500
PATHWAYS FOR CHILDREN$2,500
CAPE ANN ART HAVEN$2,000
NATIONAL ASSOCIATION OF WOMEN ARTISTS$2,000
REGIS COLLEGE$1,000
CAPE ANN ANIMAL AID$1,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY21–25, $56k) land where the poverty rate runs at 10%, against an area that typically sits at 10%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 10%PATHWAYS FOR CHILDREN: $3k → 10%PATHWAYS FOR CHILDREN: $3k → 10%PATHWAYS FOR CHILDREN: $3k → 10%PATHWAYS FOR CHILDREN: $3k → 10%PATHWAYS FOR CHILDREN: $1k → 10%YMCA OF THE NORTH SHORE: $20k → 10%YMCA OF THE NORTH SHORE: $20k → 10%YMCA OF THE NORTH SHORE: $5k → 10%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

91%of every dollar goes to organizations it has funded before.
$353k · 21 repeat orgs$35k to everyone else

Grantees it renews have grown median revenue +21% since the first grant, against -7% for those funded once.

21 repeat relationships: 14 still active in FY2025, 7 since wound down; 2 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

21
15

Total granted

$353k
$23k

Median revenue growth · since first grant

+21%
-7%

Still filing today

62%
60%

New vs renewed · share of each year

In FY2025, 86% of grant dollars renewed an existing relationship; $12k went to new ones.

50%100%’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’21’22’23’24’25
Arts & CultureEducationHuman ServicesHealthEnvironmentPublic BenefitOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • CAPE ANN MUSEUM INC
    5× · 2021–2025 · $95k · revenue +164%
  • YMCA OF THE NORTH SHORE INC
    3× · 2021–2024 · $45k · revenue +58%
  • GLOUCESTER STAGE COMPANY INC
    5× · 2021–2025 · $15k · revenue +13%

Funded once

  • JM
    JORGE M PEREZ ART MUSEUM OF MIAMI-DADE COUNTY INC
    one grant, 2023 · $8k · revenue -7%
  • GG
    GENEROUS GARDENERS INC
    one grant, 2022 · $3k · revenue -17%
  • AF
    ALZHEIMER'S FOUNDATION OF AMERICA INCgraduated
    one grant, 2021 · $3k · revenue +34%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
North Shore Arts Association of Gloucester Inc

Foster the creation and appreciation of the fine arts by holding art exhibitions; conducting educational programs; acquiring and displaying a permanent collection of representational cape ann works of art; maintaining and preserving our…

—
2
Cape Ann Chamber of Commerce

Promotion of tourism on cape ann including the towns of rockport, gloucester, manchester, essex, and ipswich ma.

—
3
Artists Association of Nantucket Inc

To foster the visual arts on nantucket, to promote, support and encourage the work of nantucket artists, providing educational programs in the arts, preserving the legacy of nantucket artists, and to create a vibrant arts community.

Arts & Culture
4
New England Museum Association

New england museum association's mission is to connect a community engaged in learning, collaboration, and action to cultivate a better museum world.

—
5
Falmouth Artists Guild Inc

The mission of the falmouth artists guild is to promote the visual arts for the cape cod community through educational opportunities and exhibitions for all.

Arts & Culture
6
Art Museum New Bedford Inc

New Bedford Art Museum is dedicated to engaging a diverse audience in relevant exhibitions, exemplary education, and creative experiences as a vital innovative center for the arts.

—
7
Fitchburg Art Museum

The mission of the fitchburg art museum is to inspire creativity and learning, and to contribute to the well-being of our diverse communities in fitchburg, north central massachusetts, and new england. to accomplish the mission, we…

Arts & Culture
8
Nassau County Museum of Art

The Museum's mission is to encourage and promote the appreciation of fine art to people in its surrounding communities and beyond. The Museum is dedicated to fostering a deeper understanding of the arts, with particular emphasis on the…

Arts & Culture
9
Worcester Art Museum

To connect people, communities, and cultures through experience of art. collect the most significant works of art available in an effort to shape the quality/scope of the permanent collection while adhering to the institution's…

Arts & Culture
10
New England Quilt Museum Inc

The n.e. quilt museum uses quilts and the stories of quiltmaking to inspire and educate quilters and the general public. the museum presents, preserves, and studies american quiltmaking, both past and present.

Arts & Culture
11
Nantucket Conservation Foundation Inc

The nantucket conservation foundation owns, protects, and stewards over 9,000 acres of land and coastal shoreline, conserves nantucket's rare and significant natural resources, and engages in impactful ecological research to inform…

Environment
12
Cape Cod & Islands Association of Realtors Inc

The purpose of the cape cod & islands association of realtors, inc. ("cc&iaor") is to unite and serve those involved in the real estate industry in our region and work in concert with the massachusetts association of realtors and the…

—
How this is measured
The grantee most central to the portfolio’s shape is Cape Ann Museum Inc; the most unlike its peers is Seal Legacy Foundation Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

25 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 25 of the 39 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
25/25
Grantees still filing
17/25
Grew since first funded

Where the money sits, by cause and then by grantee

CAPE ANN MUSEUM INC: $94,600 · Arts & CultureCAPE ANN MUSEUM INCGLOUCESTER STAGE COMPANY INC: $15,200 · Arts & CultureGLOUCESTER STAGE COMPANY INCROCKPORT ART ASSOCIATION: $14,500 · Arts & CultureROCKPORT ART ASSOCIATIONROCKPORT MUSIC INC: $13,500 · Arts & CultureROCKPORT MUSIC INCSOCIETY FOR THE PRESERVATION OF NEW ENGL: $12,500 · Arts & CultureSOCIETY FOR THE PRESERVATION OF NEW ENGLJORGE M PEREZ ART MUSEUM OF MIAMI-DADE COUNTY INC: $7,500 · Arts & Culture+4 more: $7,000 · Arts & CultureCOPLEY SOCIETY: $76,875 · OtherCOPLEY SOCIETYALZHEIMERS ASSOCIATION: $14,000 · OtherALZHEIMERS ASSOCIATIONTHE OPEN DOOR CAPE ANN FOOD PANTRY INC: $12,100 · OtherTHE OPEN DOOR CAPE ANN FOOD PANTRY INCMIAMI LIGHTHOUSE FOUNDATION FOR THE BLIND: $11,000 · OtherMIAMI LIGHTHOUSE FOUNDATION FOR THE BLINDNORTH SHORE ART ASSOCIATION: $7,000 · OtherSAWYER FREE LIBRARY: $6,500 · Other+13 more: $19,150 · Other+13 moreYMCA OF THE NORTH SHORE INC: $45,000 · Human ServicesYMCA OF THE NORT…PATHWAYS FOR CHILDRENINC: $11,000 · Human ServicesPATHWAYS FOR CHI…VOICES FOR CHILDREN INC: $10,000 · Crime & LegalREGIS COLLEGE: $3,500 · EducationTHE PINGREE SCHOOL INC: $2,100 · EducationGloucester Education Foundation Inc: $1,000 · EducationCAPE ANN PLEIN AIR INC: $700 · EducationESSEX COUNTY COMMUNITY FOUNDATION INC: $6,500 · PhilanthropyALZHEIMER'S FOUNDATION OF AMERICA INC: $2,500 · HealthADDISON GILBERT SOCIETY INC: $1,000 · Health
Arts & Culture$164,800Other$146,625Human Services$56,000Crime & Legal$10,000Education$7,300Philanthropy$6,500Health$3,500

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetCAPE ANN MUSEUM INC: $94,600 over 5y, 1.1% of budgetYMCA OF THE NORTH SHORE INC: $45,000 over 3y, 0.0% of budgetGLOUCESTER STAGE COMPANY INC: $15,200 over 5y, 0.6% of budgetROCKPORT ART ASSOCIATION: $14,500 over 4y, 0.7% of budgetROCKPORT MUSIC INC: $13,500 over 4y, 0.2% of budgetSOCIETY FOR THE PRESERVATION OF NEW ENGL: $12,500 over 3y, 0.0% of budgetTHE OPEN DOOR CAPE ANN FOOD PANTRY INC: $12,100 over 4y, 0.1% of budgetPATHWAYS FOR CHILDRENINC: $11,000 over 5y, 0.0% of budgetVOICES FOR CHILDREN INC: $10,000 over 1y, 2.3% of budgetJORGE M PEREZ ART MUSEUM OF MIAMI-DADE COUNTY INC: $7,500 over 1y, 0.0% of budgetESSEX COUNTY COMMUNITY FOUNDATION INC: $6,500 over 2y, 0.0% of budgetCAPE ANN ART HAVEN INC: $4,000 over 3y, 0.3% of budgetREGIS COLLEGE: $3,500 over 4y, 0.0% of budgetBASS ROCKS GOLF CLUB: $3,000 over 2y, 0.0% of budgetGENEROUS GARDENERS INC: $2,500 over 1y, 1.0% of budgetALZHEIMER'S FOUNDATION OF AMERICA INC: $2,500 over 1y, 0.0% of budgetTHE PINGREE SCHOOL INC: $2,100 over 2y, 0.0% of budgetNATIONAL ASSOCIATION OF WOMEN ARTISTS INC: $2,000 over 1y, 0.4% of budgetGloucester Education Foundation Inc: $1,000 over 1y, 0.1% of budgetADDISON GILBERT SOCIETY INC: $1,000 over 1y, 0.2% of budgetSeal Legacy Foundation Inc: $750 over 1y, 0.0% of budgetCAPE ANN PLEIN AIR INC: $700 over 2y, 0.8% of budgetSHORE COUNTRY DAY SCHOOL: $500 over 1y, 0.0% of budgetROCKY NECK ART COLONY INC: $500 over 1y, 0.3% of budgetNewburyport Art Association Inc: $500 over 1y, 0.1% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Institution for Savin…Essex County Communit…Boston Foundation IncTower Family Fund IncThe Applied Materials…The Peter and Elizabe…William V & Betty M E…CALDWELL FOUNDATION c…The Hausman Family Ch…Bruce J Anderson Foun…McCarthy Family Found…Hildreth Stewart Char…
Institution for Savings in Newburyport & Its Vicinity Charitable Foundation IncMA28.1× affinity11 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Institution for Savings in Newburyport & Its Vicinity Charitable Foundation Inc · Essex County Community Foundation Inc · Boston Foundation Inc · Tower Family Fund Inc · The Applied Materials Foundation · The Peter and Elizabeth C Tower Foundation · William V & Betty M Ellis Family Foundation · CALDWELL FOUNDATION co ROBERT STEWART PC · The Hausman Family Charitable Trust · Bruce J Anderson Foundation · McCarthy Family Foundation · Hildreth Stewart Charitable Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Charles Family Charitable Foundation funds: left to right is the share of its income from government, bottom to top the share from Charles Family Charitable Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 70%0%1%3%5%funder's share of their income ↑0%23%45%68%90%share of the org’s income from government →median 2%
  • Pathways for Childreninc: 86% of income from government
  • Cape Ann Museum Inc: 38% of income from government
  • Ymca of the North Shore Inc: 6% of income from government
  • Cape Ann Plein Air Inc: 4% of income from government
  • Rockport Music Inc: 4% of income from government
  • Society for the Preservation of New Engl: 2% of income from government
  • Regis College: 2% of income from government
  • Essex County Community Foundation Inc: 2% of income from government
  • Rocky Neck Art Colony Inc: 1% of income from government
  • Newburyport Art Association Inc: 1% of income from government
  • Cape Ann Art Haven Inc: 1% of income from government
  • Rockport Art Association: 0% of income from government
no gov moneyreceives it· size = income
7get no government money at all
3report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
⤢ axis zoomed · 0–90%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Charles Family Charitable Foundation?

Find your warmest path to Charles Family Charitable Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 39 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Charles Family’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home