Private Foundation

THE CHARLESVIEW FOUNDATION C/O FAMILY OFFICE MANAGEMENT SERVICES

THE CHARLESVIEW FOUNDATION C/O FAMILY OFFICE MANAGEMENT SERVICES is a private foundation categorized as Private Foundation based in BEVERLY, MA. Its most recent IRS filing (2024) reports revenue of $2.3M, expenses of $141K, total assets of $6.5M. Imperigo tracks 48 reported grants from this foundation totaling approximately $553K.

EIN: 832468501 BEVERLY, MA Latest filing: 2024

Total Revenue$2.3M

Total Expenses$141K

Total Assets$6.5M

Grants Given48

Grant Total$553K

Filing Years2019–2024

Sample Grants Given

TRUSTEES OF THE RESERVATION

BOSTON, MA · 2024

CHARITABLE

$15,000

ALZHEIMERS ASSOCIATION

CHICAGO, IL · 2024

CHARITABLE

$15,000

WOODSTOCK COMMUNITY TRUST

WOODSTOCK, VT · 2024

CHARITABLE

$12,500

THE TEACHER COLLABORATIVE

SOMERVILLE, MA · 2024

CHARITABLE

$10,000

WOODSTOCK NURSERY SCHOOL

WOODSTOCK, MA · 2024

CHARITABLE

$10,000

Showing up to 5 of 48 total records — full history available with membership.

Officers & Directors

TRUSTEE Michael J Zak

TRUSTEE Roxanne Eigenbrod Zak

Officer compensation and complete director data available with membership.

Top Grant Purposes

CHARITABLE

$552,600 48 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$2.3M	$141K	$6.5M
2023	$1.1M	$290K	$4.4M
2022	$990K	$192K	$4.0M
2020	$10K	$32K	$2.2M
2019	$2.7M	$11K	$2.3M

Between 2019 and 2024, reported annual revenue declined from $2.7M to $2.3M (-16%), with total assets most recently reported at $6.5M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in DC, IL, MA, ME, OR, VT.

DCILMAMEORVT

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for THE CHARLESVIEW FOUNDATION C/O FAMILY OFFICE MANAGEMENT SERVICES

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports