Funders › Massachusetts

Charlesbank Homes

Walpole, MA · EIN 04-2103755. Reported 71 grants totalling $4,191,623 to 55 recipients across tax years 2021-2024. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$50,000median grant
$4,191,623granted, 2021-2024
55recipients, as named on its returns
12%of grantees funded again the next year
$21.3Massets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. Charlesbank Homes did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $50,000. Half of everything it gave fell between $50,000 and $75,000; the smallest was $25,000 and the largest $100,000. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

$25,000 - $50,000
9 grants
$50,000 - $100,000
55 grants
$100,000 and Up
7 grants

Every organization it funded

This is the complete list from its filings, largest first. Recipients are grouped by name and state as they were written on the returns, so an organization entered under two different names appears twice. Years funded is the number of separate tax years in which that name received money.

OrganizationLocationTotal receivedGrantsYears fundedLast
Habitat for Humanity - Cape CodNorth Easton, MA$250,000332024
Habitat for Humanity- North Central MaLeominster, MA$200,000332024
Habitat for Humanity South ShoreNorwell, MA$181,865332024
Habitat for Humanity - Greater LowellWestford, MA$150,000332024
Worcester Common GroundWorcester, MA$150,000222024
Old Colony Habitat for HumanityAttleborough, MA$119,338222024
Heading Home IncBoston, MA$109,175222023
Bay Cove Human ServicesBoston, MA$103,750222022
Abby Kelly Foster HouseWorcester, MA$100,000112023
Allston Brighton CdcBoston, MA$100,000222023
Catholic Charities of WorcesterWorcester, MA$100,000112023
Haley House IncBoston, MA$100,000222024
Southwest Boston Community Development CorpHyde Park, MA$100,000112021
The Neighborhood DevelopersChelsea, MA$100,000222024
Planning Office for Urban AffairsBoston, MA$82,200222024
Newvue CommunitiesFitchburg, MA$75,968112022
Berkshire HousingPittsfield, MA$75,000112023
Boston Neighborhood Community Land TrustRoxbury, MA$75,000112024
Cambridge Housing CdcCambridge, MA$75,000112021
Caritas CommunitiesBraintree, MA$75,000112022
Community Action for Better HousingNew Bedford, MA$75,000112024
Community Team WorkLowell, MA$75,000112024
Dismas House of MaWorcester, MA$75,000112023
Habitat for Humanity Metro WestworcesterSturbridge, MA$75,000112023
Independent Housing SolutionsNorthampton, MA$75,000112023
NoahEast Boston, MA$75,000112024
Planning Office of Urban AffairsBoston, MA$75,000112021
Sojourner HouseRoxbury, MA$75,000112023
Northern Berkshire Habitat for HumanityN Adams, MA$60,000112021
St Francis HouseBoston, MA$60,000112021
The Haven ProjectLynn, MA$57,500112024
Action IncGloucester, MA$50,000112022
Buzzards Bay Area Habitat for HumanityMattapoisett, MA$50,000112021
Chinatown Community Land TrustBoston, MA$50,000112021
Commonwealth Land TrustBoston, MA$50,000112024
Family AidBoston, MA$50,000112024
Father Bill's and MainspringBrockton, MA$50,000112024
Habitat for Humanity - Essex CountyDanvers, MA$50,000112022
Habitat for Humanity Greater BostonBoston, MA$50,000112022
Harborlight Community PartnersBeverly, MA$50,000112023
Hilltown CdcChesterfield, MA$50,000112023
Island Housing TrustVineyard Haven, MA$50,000112021
Lawrence Community WorksLawrence, MA$50,000112023
Lynn ShelterLynn, MA$50,000112021
Lynn Shelter Association IncLynn, MA$50,000112024
Pioneer Valley Habitat for HumanityFlorence, MA$50,000112024
Rogerson Communities Dba Peter Faneuil Dev CorpBoston, MA$50,000112021
Wellspring HouseGloucester, MA$50,000112023
South Middlesex Opportunity CouncilFramingham, MA$42,000112023
Jeremiah's InnWorcester, MA$40,000112021
Rosie's PlaceBoston, MA$38,142112022
Victory ProgramsBoston, MA$35,000112022
Dove IncQuincy, MA$31,585112021
Emh Recovery IncBrockton, MA$30,100112022
Buzzard's Bay Area Habitat for HumanityMattapoisett, MA$25,000112024

12 of 55 (22%) received money in more than one year over the 4 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 12%, across 3 year-to-year transitions. The median foundation retains about 67%, so this one is less consistent than most. This measures how often it paid the same organizations again. It says nothing about whether it would consider a new one.

What the money was for

Taken verbatim from the purpose field of its filings. This is the closest thing to a statement of what this foundation cares about, in its own words.

What kind of organizations it funds

By the activity category the IRS assigns each recipient, for the 31 grants where we could match the recipient to a registered organization. The categories are the IRS's. The match, made from the name and address on the return, is ours.

Housing & Shelter
21 grants
Human Services
5 grants
Mental Health
2 grants
Arts & Culture
1 grant
Religion
1 grant
Community Improvement
1 grant

Giving by year

Tax yearGrantsTotalMedian grant
202119$1,141,585$50,000
202216$952,298$50,000
202316$1,040,240$67,087
202420$1,057,500$50,000

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Where its money goes

Boston, MA
$953K
Worcester, MA
$465K
Yarmouth Port, MA
$200K
Lynn, MA
$158K
Roxbury, MA
$150K
Westford, MA
$150K
Acton, MA
$150K
Norwell, MA
$132K

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Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are a sign of overlapping priorities and nothing more: they do not show that any of these funders would consider a new organization. Each page says what its filings show.

Fidelity Investments Charitable Gift Fund24 shared recipientsEastern Bank Foundation24 shared recipientsUnited Way of Massachusetts Bay Inc23 shared recipientsBoston Foundation Inc19 shared recipientsAmerican Online Giving Foundation Inc18 shared recipientsDonor Advised Charitable Giving Inc17 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $50,000. A request many times that size asks for something it has rarely or never given.
  2. Check you are in its geography. Its giving is concentrated in Massachusetts.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Related guides

Foundations funding human services in MassachusettsEvery funder in this groupFoundations funding arts & culture in MassachusettsEvery funder in this group

Where these numbers come from

Everything above is taken from Charlesbank Homes's own Form 990-PF filings, which the IRS publishes in bulk. We used 4 returns (tax years 2021-2024). Grant figures are from its returns. Matching recipients to registered organizations, their IRS classifications, the retention rate and the funders that support the same organizations are our own calculations, described in how we build this.

Address of record on the latest return: Tda Inc 85 West Street F-302, Walpole, MA, 02081. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 04-2103755 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded.

Is something here wrong about your foundation? Email [email protected] and we will correct it.