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Form 990-PFTax year 2025EIN 22-3292066

Charles Foundation Inc

A private foundation in Morristown, NJ. Its return for tax year 2025 lists 20 grants and $1.2 million paid in grants.

See which foundations fund work like yours Matching by cause, place and grant size

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2025

    $1,225,000

    Grants listed
    20
    Assets, end of year
    $21,946,332

  • Tax year 2024

    $2,220,000

    Grants listed
    67
    Assets, end of year
    $49,109,154

  • Tax year 2023

    $2,303,000

    Grants listed
    70
    Assets, end of year
    $23,135,327

  • Tax year 2022

    $1,943,000

    Grants listed
    72
    Assets, end of year
    $23,880,803

  • Tax year 2021

    $2,000,600

    Grants listed
    70
    Assets, end of year
    $22,714,302

  • Tax year 2020

    $1,837,200

    Grants listed
    51
    Assets, end of year
    $22,308,899

  • Tax year 2019

    $2,164,100

    Grants listed
    60
    Assets, end of year
    $24,651,068

  • Tax year 2018

    $2,127,100

    Grants listed
    52
    Assets, end of year
    $25,491,531

Grants paid in 2025

20 grants, largest first

As listed on the return.

  1. Bridgewater-Hebron Village SchoolBridgewater, NH

    Education

    $500,000
  2. Dartmouth CollegeHanover, NH

    Education

    $100,000
  3. Kent Place SchoolSummit, NJ

    Education

    $100,000
  4. Morristown Medical Center FoundationMorristown, NJ

    Medical

    $100,000
  5. Presbyterian Church in MorristownMorristown, NJ

    Religious

    $100,000
  6. Yale School of Forestry-Broad Arrow ScholarshipNew Haven, CT

    Education

    $100,000
  7. Missoula Christian Montessori SchoolMissoula, MT

    Education

    $50,000
  8. Wilton United Methodist ChurchWilton, ME

    Religious

    $50,000
  9. Wilton Free Public LibraryWilton, ME

    Education

    $30,000
  10. Andwell Health PartnersLewiston, ME

    Medical

    $15,000
  11. Assumption SchoolMorristown, NJ

    Education

    $10,000
  12. Boston College School of NursingChestnut Hill, MA

    Education

    $10,000
  13. Delbarton SchoolMorristown, NJ

    Education

    $10,000
  14. Strong United Methodist ChurchStrong, ME

    Religious

    $10,000
  15. University of Pennsylvania School of NursingPhiladelphia, PA

    Education

    $10,000
  16. Villa Walsh AcademyMorristown, NJ

    Education

    $10,000
  17. Farmington Historical SocietyFarmington, ME

    Education

    $5,000
  18. Friends of Wilson LakeWilton, ME

    Environment

    $5,000
  19. Mayo Performing Arts CenterMorristown, NJ

    Arts

    $5,000
  20. Wilton Historical SocietyWilton, ME

    Education

    $5,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Education4 grants $280,00092% of the total
  2. Health1 grant $15,0005% of the total
  3. Arts and culture1 grant $5,0002% of the total
  4. Environment1 grant $5,0002% of the total

By State

Grants to organizations with a US address, latest year.

  1. New Hampshire2 grants $600,000
  2. New Jersey7 grants $335,000
  3. Maine7 grants $120,000
  4. Connecticut1 grant $100,000
  5. Montana1 grant $50,000
  6. Massachusetts1 grant $10,000
  7. Pennsylvania1 grant $10,000

Officers, directors and trustees

3 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Robert C Rooke JrPRESIDENT/TREASURER/TRUSTEE Hours 5Pay $0
  • Shirleen OffermanSECRETARY/TRUSTEE Hours 5Pay $0
  • Robert R RookeVICE PRESIDENT/TRUSTEE Hours 5Pay $0

The return

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