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Virginia · Private foundation

The Charles Fund Inc

Its FY2025 filing reports that it accepted unsolicited grant applications.

$584k
Granted FY2025(still arriving)
80
Grants FY2025
79
Organizations funded FY2024
6%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$500
Largest grant, FY2025
$65,000
Organizations funded a year
77 to 87
FY2018 to FY2024
States reached, FY2025
3
Total assets, FY2025
$8.4M
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 6% of the organizations The Charles Fund Inc funded were first-time grantees, receiving 0% of its grant dollars.

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $2k went to new ones.

50%100%’18’19’20’21’22’23’24
RenewedFirst-time

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

’18’19’20’21’22’23’24
EducationArts & CultureHuman ServicesHealthHousing & ShelterPhilanthropyOther
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.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving78$584k1%
FY202479$501k6%
FY202379$526k3%
FY202282$602k6%
FY202187$529k9%
FY202079$543k4%
FY201978$510k3%
FY201877$480k6%
97% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Arts & Culture$2.4MHuman Services$866kHealth$512kEducation$255kEnvironment$224kPhilanthropy$174kScience & Tech$140kHousing & Shelter$61kOther$0

Top grantees

Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Rochester Museum & Science Center$550,00091%
Montpelier Foundation$505,00091%
Hillside Family of Agencies$410,00080%
Genesee Country Museum$352,20091%
Thomas Jefferson Foundation Inc$280,00090%
Jefferson Area Board for Aging Inc$240,00091%
Shenandoah National Park Trust$205,00092%
Martha Jefferson Hospital Foundation$170,0006n/a
Hospice of the Piedmont Inc$165,00080%
United Way of Greater Charlottesville$165,00091%
Show all 76 grantees
All grantees of The Charles Fund Inc by total granted
GranteeTotal grantedYearsShare of their budget
Rochester Museum & Science Center$550,00091%
Montpelier Foundation$505,00091%
Hillside Family of Agencies$410,00080%
Genesee Country Museum$352,20091%
Thomas Jefferson Foundation Inc$280,00090%
Jefferson Area Board for Aging Inc$240,00091%
Shenandoah National Park Trust$205,00092%
Martha Jefferson Hospital Foundation$170,0006n/a
Hospice of the Piedmont Inc$165,00080%
United Way of Greater Charlottesville$165,00091%
Child Health Partnership Inc$150,00081%
Uncommon Schools Inc$135,00050%
Madison House$122,00093%
The Virginia College Fund$89,00073%
Virginia Historical Society$80,50080%
Hillside Foundation$50,00012%
Computers4kids$36,50081%
Charlottesville Tomorrow$30,00042%
Albemarle Charlottesville Historical Society$10,00050%
Westminster-Canterbury of the Blue Ridge$10,00090%
Legal Aid Justice Center$9,00090%
Albemarle Society for the Prevention of Cruelty to Animals Inc$8,50090%
Charlottesville Free Clinic$6,00090%
Loaves & Fishes Food Pantry Inc$6,00090%
Blue Ridge Area Food Bank Inc$6,00090%
International Rescue Committee INC$5,75090%
Service Dogs of Virginia Inc$5,25090%
Senior Center Inc$5,25020%
Readykids Inc$5,00090%
Jefferson School African American Heritage Center Inc$5,00090%
Virginia Law Foundation$5,00090%
Western Albemarle Rescue Squad$5,00090%
Charlottesville-Albemarle Rescue Squad$4,50080%
Book Baskets$4,5009n/a
Albemarle County Rotary Club Foundation$4,50094%
All Blessings Flow Inc$4,25050%
People and Congregations Engaged in Ministry$4,25060%
Meals on Wheels Inc$4,25090%
Jefferson School Foundation$4,00071%
The Haven Inc$3,250813%
Camp Holiday Trails$3,15090%
Piedmont Virginia Community College Educational Foundation$3,00090%
The Bridge Ministry Inc$3,00060%
Good News Jail & Prison Ministry$3,0009n/a
International Neighbors Inc$2,75080%
Shelter for Help in Emergency Inc$2,75090%
Ivy Creek Foundation Inc$2,50090%
Learning Ally Inc$2,50090%
Virginia Museum of Fine Arts$2,5009n/a
The Arc of the Piedmont Inc$2,50090%
Virginia Discovery Museum Inc$2,50090%
Alliance for Interfaith Ministries$2,50090%
SeniorNavigatorcom$2,40090%
Rockfish Wildlife Sanctuary Inc$2,40090%
The Paramount Theater Foundation in F/K/A the Paramount Theater Inc$2,40090%
Jamestown-Yorktown Foundation Inc$2,40090%
Wintergreen Adaptive Sports$2,25090%
Center for Nonprofit Excellence$2,15080%
Albemarle Housing Improvement Program Inc$2,15080%
The Piedmont Environmental Council$2,00060%
The Women's Initiative$1,75060%
Toy Lift Charities$1,65060%
Jefferson Elder Care$1,50030%
The Bridgeline$1,25030%
City of Promise Inc$1,00040%
Piedmont Casa Inc$1,00020%
Library of Virginia Foundation$1,00010%
Central Virginia Watercolor Guild$1,0002n/a
Twice Is Nice Inc$1,00020%
On Our Own Charlottesville Va Inc$1,00010%
The Wildlife Center of Virginia$75030%
Cultivate Charlottesville$75020%
Big Brothers Big Sisters Inc$50010%
Colonial Williamsburg Foundation$35020%
The White Pig Animal Sanctuary$25010%
The Agnes Irwin School$25010%

What it could do for these grantees

Plus 32 recipients with no EIN on record ($878k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget The Charles Fund Inc supplied at peak.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetRochester Museum & Science Center: $550,000 over 9y, 1.2% of budgetMontpelier Foundation: $505,000 over 9y, 1.1% of budgetHillside Family of Agencies: $410,000 over 8y, 0.2% of budgetGenesee Country Museum: $352,200 over 9y, 1.2% of budgetThomas Jefferson Foundation Inc: $280,000 over 9y, 0.2% of budgetJefferson Area Board for Aging Inc: $240,000 over 9y, 1.3% of budgetShenandoah National Park Trust: $205,000 over 9y, 2.4% of budgetHospice of the Piedmont Inc: $165,000 over 8y, 0.2% of budgetUnited Way of Greater Charlottesville: $165,000 over 9y, 0.9% of budgetChild Health Partnership Inc: $150,000 over 8y, 1.2% of budgetUncommon Schools Inc: $135,000 over 5y, 0.1% of budgetMadison House: $122,000 over 9y, 3.4% of budgetThe Virginia College Fund: $89,000 over 7y, 2.8% of budgetVirginia Historical Society: $80,500 over 8y, 0.2% of budgetHillside Foundation: $50,000 over 1y, 1.6% of budgetComputers4kids: $36,500 over 8y, 1.3% of budgetCharlottesville Tomorrow: $30,000 over 4y, 2.0% of budgetAlbemarle Charlottesville Historical Society: $10,000 over 5y, 0.5% of budgetWestminster-Canterbury of the Blue Ridge: $10,000 over 9y, 0.0% of budgetLegal Aid Justice Center: $9,000 over 9y, 0.0% of budgetAlbemarle Society for the Prevention of Cruelty to Animals Inc: $8,500 over 9y, 0.0% of budgetCharlottesville Free Clinic: $6,000 over 9y, 0.0% of budgetLoaves & Fishes Food Pantry Inc: $6,000 over 9y, 0.0% of budgetBlue Ridge Area Food Bank Inc: $6,000 over 9y, 0.0% of budgetInternational Rescue Committee INC: $5,750 over 9y, 0.0% of budgetService Dogs of Virginia Inc: $5,250 over 9y, 0.1% of budgetSenior Center Inc: $5,250 over 2y, 0.2% of budgetReadykids Inc: $5,000 over 9y, 0.0% of budgetJefferson School African American Heritage Center Inc: $5,000 over 9y, 0.3% of budgetVirginia Law Foundation: $5,000 over 9y, 0.0% of budgetWestern Albemarle Rescue Squad: $5,000 over 9y, 0.2% of budgetCharlottesville-Albemarle Rescue Squad: $4,500 over 8y, 0.1% of budgetAlbemarle County Rotary Club Foundation: $4,500 over 9y, 4.3% of budgetAll Blessings Flow Inc: $4,250 over 5y, 0.1% of budgetPeople and Congregations Engaged in Ministry: $4,250 over 6y, 0.2% of budgetMeals on Wheels Inc: $4,250 over 9y, 0.1% of budgetJefferson School Foundation: $4,000 over 7y, 0.5% of budgetThe Haven Inc: $3,250 over 8y, 13% of budgetCamp Holiday Trails: $3,150 over 9y, 0.1% of budgetPiedmont Virginia Community College Educational Foundation: $3,000 over 9y, 0.0% of budgetThe Bridge Ministry Inc: $3,000 over 6y, 0.1% of budgetInternational Neighbors Inc: $2,750 over 8y, 0.1% of budgetShelter for Help in Emergency Inc: $2,750 over 9y, 0.0% of budgetIvy Creek Foundation Inc: $2,500 over 9y, 0.3% of budgetLearning Ally Inc: $2,500 over 9y, 0.0% of budgetThe Arc of the Piedmont Inc: $2,500 over 9y, 0.0% of budgetVirginia Discovery Museum Inc: $2,500 over 9y, 0.1% of budgetAlliance for Interfaith Ministries: $2,500 over 9y, 0.3% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 71.

Nonprofits that may fit its grantmaking

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.

Charlottesville Area Community FoundationVA102.5× affinity51 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Charlottesville Area Community Foundation · Perry Foundation Inc · The J & E Berkley Foundation · The Genan Foundation · Caplin Foundation · S&P Global Foundation Fka the McGraw-Hill Research Foundation · Manning Family Foundation · Oakwood Foundation Charitable Trust · The Oak Hill Fund · The Watterson Foundation · Whitney and Anne Stone Foundation · United Way of Greater Charlottesville

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.

Compare The Charles Fund Inc with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to The Charles Fund Inc?

Find your warmest path to The Charles Fund Inc 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.

About The Charles Fund Inc

How much does The Charles Fund Inc give?
The Charles Fund Inc reported 80 grants totaling $584,000 in its FY2025 IRS filing. It funded between 77 and 87 organizations a year over FY2018 to FY2024.
What does The Charles Fund Inc fund?
By grant dollars over FY2017 to FY2025, its largest causes are Arts & Culture (50%), Human Services (18%), Health (11%).
Who are The Charles Fund Inc's largest grantees?
By total granted over FY2017 to FY2025: Rochester Museum & Science Center ($550k), Montpelier Foundation ($505k), Hillside Family of Agencies ($410k).
Does The Charles Fund Inc fund new organizations?
In FY2024, 6% of the organizations it funded were first-time grantees.
Does The Charles Fund Inc accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as The Charles Fund Inc?
Its strongest co-funders, measured against what their size predicts, include Charlottesville Area Community Foundation, Perry Foundation Inc, The J & E Berkley Foundation.
Where is The Charles Fund Inc based?
The Charles Fund Inc is based in VA.

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 110 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

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