Charles Foundation Inc
Preselected recipients only
Charles Foundation Inc is a private foundation in Morristown, New Jersey. In tax year 2025 it gave $1.2 million in 20 grants; the typical grant was $12,500 and the largest $500,000. It only gives to organizations it selects itself and does not accept unsolicited applications.
From its IRS Form 990-PF for tax year 2025.
- Grants paid, 2025$1.2 million
- Number of grants20
- Typical grant$12,500
- Largest grant$500,000
- Assets$22.2 million
- New grantees15%
Giving in 2025 was down from $2.2 million the year before.
15% of its 2025 grantees had not received a grant from it the year before, so most of its money goes to organizations it already funds.
Giving by year
| Tax year | Grants paid | Number of grants | Assets |
|---|---|---|---|
| 2023 | $2.3 million | 70 | $43.1 million |
| 2024 | $2.2 million | 67 | $49.0 million |
| 2025 | $1.2 million | 20 | $22.2 million |
How to apply
Charles Foundation Inc says in its IRS filing that it only makes contributions to preselected organizations, so unsolicited applications are unlikely to be considered. Organizations it funds are usually invited.
What Charles Foundation Inc funds
Where it gives
Its grants went to recipients in 7 states, the most to New Hampshire.
| State | Grants | Amount |
|---|---|---|
| New Hampshire | 2 | $600,000 |
| New Jersey | 7 | $335,000 |
| Maine | 7 | $120,000 |
| Connecticut | 1 | $100,000 |
| Montana | 1 | $50,000 |
| Massachusetts | 1 | $10,000 |
| Pennsylvania | 1 | $10,000 |
Grants paid in 2025
| Recipient | Purpose | Amount |
|---|---|---|
| Bridgewater-Hebron Village School | Education | $500,000 |
| Dartmouth College | Education | $100,000 |
| Kent Place School | Education | $100,000 |
| Morristown Medical Center Foundation | Medical | $100,000 |
| Presbyterian Church in Morristown | Religious | $100,000 |
| Yale School of Forestry-Broad Arrow Scholarship | Education | $100,000 |
| Missoula Christian Montessori School | Education | $50,000 |
| Wilton United Methodist Church | Religious | $50,000 |
| Wilton Free Public Library | Education | $30,000 |
| Andwell Health Partners | Medical | $15,000 |
| Assumption School | Education | $10,000 |
| Boston College School of Nursing | Education | $10,000 |
| Delbarton School | Education | $10,000 |
| Strong United Methodist Church | Religious | $10,000 |
| University of Pennsylvania School of Nursing | Education | $10,000 |
| Villa Walsh Academy | Education | $10,000 |
| Farmington Historical Society | Education | $5,000 |
| Friends of Wilson Lake | Environment | $5,000 |
| Mayo Performing Arts Center | Arts | $5,000 |
| Wilton Historical Society | Education | $5,000 |
Officers and trustees
- Robert C Rooke Jr
- Shirleen Offerman
- Robert R Rooke
Questions people ask
Does Charles Foundation Inc accept grant applications?
No. Its IRS filing says it only makes contributions to preselected organizations.
How much does Charles Foundation Inc give?
$1.2 million in tax year 2025, across 20 grants, with a typical grant of $12,500.
Who runs Charles Foundation Inc?
Its 2025 filing lists Robert C Rooke Jr (President/Treasurer/Trustee), Shirleen Offerman (Secretary/Trustee) and Robert R Rooke (Vice President/Trustee).
What does Charles Foundation Inc fund?
Based on its grants, mainly education, faith communities and health.