Charlesview INC

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Charlesview, INC. Is dedicated to advancing the well-being of individuals and families and promoting the diversity and vibrancy of the allston/brighton community. We DO this by providing healthy, affordable homes; offering programs designed to enrich, educate and inspire; and engaging in innovative philanthropy.

Form 990 Part I, line 1, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 23-7099102) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
75¢ of each $1 spent went to programs.
Run by 30 volunteers and 2 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
The latest return is for FY2024, 2 tax years back.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $1.5M a year · 56% of revenue · last 5 filings
A surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
75%
of spending
75% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$161K
to officers and key staff · 16% of spending
Pay to officers and key staff is 16% of spending.
Part VII, Section A
14.2 mo
of spending, in cash
Plus $24.5M in investments, Pt X · Ln 11–13
14.2 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $21K
1 funder names it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$34K
0.04% of total assets
Liabilities are 0.04% of assets.
Pt X · Ln 26
Independent board members
9
of 9 voting members
9 of 9 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$896K
-62% vs prior year
Spent
$992K
To programs
75%
Net assets
$80.4M
By yearFY2020–FY2024
Revenue
$896K
FY2024▼ -62%
Tap a bar for its year
Revenue by fiscal year
FY2020$3.4M
FY2021$4.7M
FY2022$2.3M
FY2023$2.3M
FY2024$896K
Expenses
$992K
FY2024▼ -41%
Tap a bar for its year
Expenses by fiscal year
FY2020$830K
FY2021$1.0M
FY2022$1.5M
FY2023$1.7M
FY2024$992K
Net assets
$80.4M
FY2024▲ +5%
Tap a bar for its year
Net assets by fiscal year
FY2020$73.2M
FY2021$76.8M
FY2022$73.9M
FY2023$76.7M
FY2024$80.4M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 1971.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

75 cents of each dollar spent went to programs.

Program services 75% · $748K Management & general 25% · $244K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

10 people listed on the 990; $161K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
Executive Director
$160,604Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Jo-Ann Barbour$160,604$160,784$148,502$151,368$142,312

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Charlesview INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides affordable homes and enriching programs to support community well-being and vibrancy.

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1 program · $748K · in their own filed words · FY2024
01

Provide financing to develop affordable housing project.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 23-7099102) · Dispute this line
$748Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$21K
Grants paid · 45 grants · $3.7M · 2020–2024
Charlesview Charities INCMA · FY2024$580,000
Charlesview Charities INCMA · FY2023$1,300,000
Charlesview Charities INCMA · FY2022$750,000
Allston Brighton Comm Dev CorpMA · FY2022$200,000
Allston Brighton Comm Dev CorpMA · FY2021$225,000
Puppet Showplace INCMA · FY2021$25,000
Kithara Project INCMA · FY2021$25,000
Artisans Asylum INCMA · FY2021$25,000
Tifereth Raphael INCMA · FY2021$20,000
Commonwheels INCMA · FY2021$20,000
Friendshipworks INCMA · FY2021$16,000
Granada House INCMA · FY2021$15,000
The Women's TableFY2021$10,000
See all 45 grants →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$896K
Ln 12
Fees for servicesLn 2g$2.2M
Investment incomeLn 3$479K
Gifts and grantsLn 1h$123K
Money outPt IX
$992K
Ln 25
Programscol B$748K
Managementcol C$244K
Owns and owesPt X
$80.4M
net assets · Ln 32
Cash and savingsLn 1–2$1.2M
Total assetsLn 16$80.5M
LiabilitiesLn 26$34K
PeoplePt VI, VII
10
listed · VII A
PaidVII A1
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$123K
Fees for servicesLn 2g$2.2M
Investment incomeLn 3$479K
Gains on assetsLn 7−$1.9M
Total revenueLn 12$896K
Assets in detailPt X, end of year
CashLn 1$1.1M
SavingsLn 2$29K
Cash and savings togetherLn 1–2$1.2M
Accounts receivableLn 4$132
Notes and loans receivableLn 7$54.3M
Prepaid expenses and deferred chargesLn 9$3K
Land, buildings, equipmentLn 10c$67K
InvestmentsLn 11–13$24.5M
Other assetsLn 15$474K
Total assetsLn 16$80.5M
LiabilitiesLn 26$34K
Net assetsLn 32$80.4M
OperationsPt I, VI
EmployeesI 52
VolunteersI 630
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$2.0M$1.2M
InvestmentsLn 11–13$19.6M$24.5M
Land, buildings, equipmentLn 10c$73K$67K
Total assetsLn 16$76.8M$80.5M
LiabilitiesLn 26$51K$34K
Net assetsLn 32$76.7M$80.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$580K$580K
Pay of officers and key staff (Part IX, line 5)Ln 5$161K$128K$33K
Payroll taxesLn 10$16K$13K$3K
Accounting feesLn 11c$30K$30K
Investment management feesLn 11f$167K$167K
Office expensesLn 13$1K$969$108
Depreciation, depletion and amortizationLn 22$6K$6K
InsuranceLn 23$11K$11K
Other expenses (24a–d)Ln 24$20K$20K
Total functional expensesLn 25$992K$748K$244K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest ViewingFiled with the IRS Nov 15, 2025 $896K$992K−$96K$80.4M 990 PDF
FY2023Filed with the IRS Nov 14, 2024 $2.3M$1.7M$647K$76.7M 990 PDF
FY2022Filed with the IRS Feb 15, 2024 $2.3M$1.5M$805K$73.9M 990 PDF
FY2021Filed with the IRS Nov 8, 2022 $4.7M$1.0M$3.7M$76.8M 990 PDF
FY2020Filed with the IRS Nov 19, 2021 $3.4M$830K$2.5M$73.2M 990 PDF

Schedules filed Part IV

A · Public support I · Grants J · Pay O · Explanations
See the full FY2024 990
Part I · Summary $895,898 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$123,238
I-9 Program service revenuePrior year $1,898,025$2,176,265
I-10 Investment incomePrior year $435,195−$1,406,505
I-11 Other revenuePrior year $2,100$2,900
I-12 Total revenuePrior year $2,335,320$895,898
I-13 Grants and similar amounts paidPrior year $1,300,000$580,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $179,963$177,196
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $207,940$234,807
I-18 Total expensesPrior year $1,687,903$992,003
I-19 Revenue less expensesPrior year $647,417−$96,105
Part VI · Governance 9 of 9 board members independent, 2 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $895,898 across 6 lines filed
Lines not itemized here account for $2,900 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$123,238
VIII-1h Total contributions, gifts and grants$123,238
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,176,265$2,176,265
VIII-3 Investment incomeExcluded from tax $478,738$478,738
VIII-7 Net gain or loss on sales of assetsUnrelated business $20,090 · Excluded from tax −$1,905,333−$1,885,243
VIII-12 Total revenueRelated to mission $2,179,165 · Unrelated business $20,090 · Excluded from tax −$1,426,595$895,898
Part IX · Statement of functional expenses $992,003 across 9 lines filed
IX-1 Grants to domestic organizationsPrograms $580,000$580,000
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $128,433 · Management $32,534$160,967
IX-10 Payroll taxesPrograms $12,949 · Management $3,280$16,229
IX-11c Accounting feesManagement $29,890$29,890
IX-11f Investment management feesManagement $167,391$167,391
IX-13 Office expensesPrograms $969 · Management $108$1,077
IX-22 Depreciation, depletion and amortizationPrograms $5,821$5,821
IX-23 InsuranceManagement $10,666$10,666
IX-24 Other expenses (24a–d)Programs $19,962$19,962
IX-25 Total functional expensesPrograms $748,134 · Management $243,869 · Fundraising $0$992,003
Part X · Balance sheet $80,461,607 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $1,842,629$1,144,301
X-2 Savings and temporary cash investmentsStart of year $149,723$29,055
X-4 Accounts receivable$132
X-7 Notes and loans receivableStart of year $54,579,847$54,266,709
X-9 Prepaid expenses and deferred chargesStart of year $2,879$2,858
X-10c Land, buildings and equipment, netStart of year $72,974$67,153
X-11 Publicly traded securitiesStart of year $19,637,377$24,477,343
X-15 Other assetsStart of year $465,964$474,056
X-16 Total assetsStart of year $76,751,393$80,461,607
X-17 Accounts payable and accrued expensesStart of year $51,260$33,520
X-26 Total liabilitiesStart of year $51,260$33,520
X-27 Net assets without donor restrictionsStart of year $76,700,133$80,428,087
X-32 Total net assets or fund balancesStart of year $76,700,133$80,428,087
X-33 Total liabilities and net assetsStart of year $76,751,393$80,461,607
Part XI · Reconciliation of net assets $80,428,087 net assets at year end
XI-1 Total revenue$895,898
XI-2 Total expenses$992,003
XI-3 Revenue less expenses−$96,105
XI-4 Net assets at start of year$76,700,133
XI-5 Net unrealized gains (losses) on investments$3,824,059
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$80,428,087

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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