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    3. Charles Foundation Inc C/O Robert C Rooke

    Charles Foundation Inc C/O Robert C Rooke

    ActiveMutual & Membership Benefit
    MORRISTOWN, NJ9735392281EIN: 22-32920663 filings on record

    About Charles Foundation Inc C/O Robert C Rooke

    The Charles Foundation concentrates large, targeted gifts to a small set of institutions, primarily supporting higher education and regional medical care. Its giving repeatedly funds specific colleges and a local hospital, suggesting long‑term relationships and major capital or program investments. The geographic focus appears to be regional (Northeast) small liberal‑arts colleges and community hospitals.

    Focus Areas

    Small liberal arts and regional colleges in the NortheastMajor gifts for higher education (capital projects, endowment, academic programs)Regional community hospital support and medical services

    Who They Fund

    environmental and conservation nonprofitsconservation organizationssocial service providerslocal communities served by environmental and social programs

    Giving Approach

    Concentrated, high-dollar giving to a handful of repeat grantees (multiple grants per recipient), favoring multi‑year or phased large gifts rather than many small one‑off grants.

    About Charles Foundation Inc C/O Robert C Rooke

    Charles Foundation Inc C/o Robert C Rooke gives large, repeated grants to a small set of colleges and medical institutions. The clearest pattern in the recent record is multi-year support for Bucknell University in Lewisburg, Pennsylvania, which received $430,000 in 2024 and $340,000 in 2025. Colby-Sawyer College in New London, New Hampshire also appears across multiple years, including a $400,000 grant in 2025 after $300,000 awards in both 2024 and 2023. That same repeat pattern shows up with Susquehanna University and Speare Memorial Hospital, indicating ongoing relationships rather than one-time awards. The foundation’s work is centered on higher education, especially small liberal arts colleges, with a second stream of support for regional medical care. Recent grants also include institutions in New Jersey and New Hampshire, along with select gifts to other schools and health-related nonprofits. The giving pattern suggests organization-level support for institutions that can absorb large restricted or unrestricted awards, including capital, academic, or operating purposes tied to colleges and hospitals.

    What Charles Foundation Inc C/O Robert C Rooke Funds

    Higher education dominates the foundation’s recent grant list. In 2025, it gave $145,000 to Pingry School in Basking Ridge, New Jersey, and $50,000 to Dartmouth College in Hanover, New Hampshire. It also supported Babson College in Babson Park, Massachusetts with a $40,000 grant in 2025, extending its reach beyond a single state. Regional medical care is another clear theme. Speare Memorial Hospital in Plymouth, New Hampshire received $237,000 in 2025 after $200,000 grants in both 2024 and 2023. Morristown Medical Center Foundation in Morristown, New Jersey was also supported with $110,000 in 2023, $100,000 in 2024, and $106,000 in 2025. The foundation also funds environmental work. In 2025, it gave $45,000 to Appalachain Trail Conservancy in Harpers Ferry, West Virginia. That grant sits alongside its education and medical gifts, showing a broader regional portfolio.

    How Charles Foundation Inc C/O Robert C Rooke Gives

    Typical grants cluster tightly around $5,000 at the low end, with a median of $5,000 and a third quartile of $20,000. That said, the recent record also includes much larger institutional awards, especially to colleges and hospitals. The pattern is repetitive: several recipients appear in multiple years, including Bucknell University, Colby-Sawyer College, Susquehanna University, Speare Memorial Hospital, Pingry School, and Morristown Medical Center Foundation. The foundation is organized as a private grantmaker rather than an operating charity making program-related investments, and it does not fund individuals.

    Financial Snapshot

    Annual Giving

    $6.5M

    Total Assets

    $49.1M

    Total Revenue

    $23.5M

    Total Expenses

    $2.7M

    Typical Grant Size

    Most grants fall between $5K and $20K, with a median of $5K.

    25th Percentile

    $5K

    Median

    $5K

    75th Percentile

    $20K

    Geographic Reach

    Regional18 states funded

    About 28% of grants go to recipients in PA.

    Funding intensity
    Low
    High
    Headquarters

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    Funding Style

    philanthropic grantmakingsector-focused funding (environment & conservation)support for social servicesorganization-level support

    Notable grantees: Bucknell University, Colby‑Sawyer College, Susquehanna University, Speare Memorial Hospital

    Topics

    environmental conservationecosystem and habitat protectionnatural resource stewardshipconservation program supportsocial services provision

    Where Charles Foundation Inc C/O Robert C Rooke Makes Grants

    Giving is regional and concentrated in the Northeast. Pennsylvania is the top state by grant count, while New Jersey accounts for 28% of grants. Recent awards land in Lewisburg and Selinsgrove, Pennsylvania; New London, Hanover, Plymouth, and Andover, New Hampshire; and Morristown and Basking Ridge, New Jersey. The recipient base is entirely U.S.-based, with 209 grants in the United States and no non-U.S. recipient countries in the recent distribution.

    Frequently Asked Questions About Charles Foundation Inc C/O Robert C Rooke

    What kinds of organizations does Charles Foundation Inc C/o Robert C Rooke support?

    The recent record centers on colleges, schools, hospitals, and a small number of conservation and nonprofit organizations. Bucknell University, Colby-Sawyer College, Susquehanna University, Speare Memorial Hospital, Morristown Medical Center Foundation, and Appalachain Trail Conservancy all appear in the latest grants list.

    How large are the foundation’s typical grants?

    The grant-size profile is small in the lower half of the distribution, with p25 at $5,000, a median of $5,000, and p75 at $20,000. The recent list also shows much larger awards to a few institutions, including grants above $400,000.

    Does the foundation give to the same organizations more than once?

    Yes. Several recipients appear in multiple years, including Bucknell University, Colby-Sawyer College, Susquehanna University, Speare Memorial Hospital, Pingry School, Tuck School of Business at Dartmouth, and Morristown Medical Center Foundation. That points to ongoing institutional relationships.

    Where does the foundation give most often?

    Pennsylvania is the top state by grant count, and New Jersey accounts for 28% of grants. The recipient geography is regional, with repeated awards in Pennsylvania, New Hampshire, and New Jersey.

    Does the foundation fund individuals or make program-related investments?

    No. The profile shows Funds individuals: False and Makes program-related investments: False, so its giving is directed to organizations rather than individual recipients.

    Latest 990 Filing

    2025

    Source: IRS Form 990-PF, fiscal year 2025.

    Recent Grants

    Most recent grants reported to the IRS.

    RecipientLocationAmountYearPurpose
    COLBY-SAWYER COLLEGENEW LONDON, NH$400,0002025EDUCATION
    BUCKNELL UNIVERSITYLEWISBURG, PA$340,0002025EDUCATION
    SPEARE MEMORIAL HOSPITALPLYMOUTH, NH$237,0002025MEDICAL
    SUSQUEHANNA UNIVERSITYSELINSGROVE, PA$200,0002025EDUCATION
    PINGRY SCHOOLBASKING RIDGE, NJ$145,0002025EDUCATION
    MORRISTOWN MEDICAL CENTER FOUNDATIONMORRISTOWN, NJ$106,0002025MEDICAL
    HIGH FIVES FOUNDATIONTRUCKEE, CA$50,0002025MEDICAL
    DARTMOUTH COLLEGEHANOVER, NH$50,0002025EDUCATION
    APPALACHAIN TRAIL CONSERVANCYHARPERS FERRY, WV$45,0002025ENVIRONMENT
    YALE SCHOOL OF FORESTRY-BROAD ARROW SCHOLARSHIPNEW HAVEN, CT$45,0002025EDUCATION
    PROCTOR ACADEMYANDOVER, NH$40,0002025EDUCATION
    BABSON COLLEGEBABSON PARK, MA$40,0002025EDUCATION
    WILTON UNITED METHODIST CHURCHWILTON, ME$30,0002025RELIGIOUS
    TUCK SCHOOL OF BUSINESS AT DARTMOUTHHANOVER, NH$25,0002025EDUCATION
    MAYHEW PROGRAMBRISTOL, NH$25,0002025EDUCATION
    OVERLOOK HOSPITAL FOUNDATIONSUMMIT, NJ$25,0002025MEDICAL
    NEWFOUND LAKE REGION ASSOCIATIONBRISTOL, NH$25,0002025CONSERVATION
    WILTON FREE PUBLIC LIBRARYWILTON, ME$20,0002025EDUCATION
    GROVER HERMANN HOSPITALCALLICOON, NY$20,0002025MEDICAL
    FARMINGTON HISTORICAL SOCIETYFARMINGTON, ME$20,0002025EDUCATION
    ANDOVER FIREANDOVER, NH$20,0002025MEDICAL
    KENT PLACE SCHOOLSUMMIT, NJ$17,5002025EDUCATION
    ANDWELL HEALTH PARTNERSLEWISTON, ME$15,0002025MEDICAL
    HERITAGE MUSEUM AND GARDENSSANDWICH, MA$10,0002025EDUCATION
    CULVER ACADEMIESCULVER, IN$10,0002025EDUCATION
    THE WATERSHED INSTITUTE INCPENNINGTON, NJ$10,0002025EDUCATION
    STAR FOUNDATION INCBRUNSWICK, GA$10,0002025EDUCATION
    STRONG UNITED METHODIST CHURCHSTRONG, ME$10,0002025RELIGIOUS
    TRAVIS MANION FOUNDATIONDOYLESTOWN, PA$10,0002025EDUCATION
    SPAULDING YOUTH CENTER FOUNDATIONNORTHFIELD, NH$10,0002025EDUCATION
    ST SIMONS LAND TRUSTST SIMONS ISLAND, GA$10,0002025ENVIRONMENT
    DELAWARE VALLEY FOOD PANTRYLAMBERTVILLE, NJ$10,0002025SOCIAL SERVICES
    DREAMWEAVER EQUINE CENTERRINGOES, NJ$10,0002025EDUCATION
    PRESBYTERIAN CHURCH IN MORRISTOWNMORRISTOWN, NJ$10,0002025RELIGIOUS
    PENNINGTON SCHOOLPENNINGTON, NJ$10,0002025EDUCATION
    DAMASCUS CITIZENS FOR SUSTAINABILITY INCMILANVILLE, PA$7,5002025ENVIRONMENT
    TRINITAS HEALTH FOUNDATIONELIZABETH, NJ$5,0002025MEDICAL
    BOSTON MUSIC PROJECTBOSTON, MA$5,0002025EDUCATION
    DELBARTON SCHOOLMORRISTOWN, NJ$5,0002025EDUCATION
    ADAPTIVE DEFENSEMAGNOLIA, TX$5,0002025MEDICAL
    CHRIST THE KING CHURCHNEW VERNON, NJ$5,0002025RELIGIOUS
    SKIDMORE COLLEGESARATOGA SPRINGS, NY$5,0002025EDUCATION
    HANOVER LIONS CHARITABLE FOUNDATIONHANOVER, NH$5,0002025MEDICAL
    GOLDEN ISLES LEADERSHIP FOUNDATION INCBRUNSWICK, GA$5,0002025EDUCATION
    TAPPLY-THOMPSON COMMUNITY CENTERBRISTOL, NH$5,0002025EDUCATION
    MARKET STREET MISSIONMORRISTOWN, NJ$5,0002025COUNSELING
    MAYO PERFORMING ARTS CENTERMORRISTOWN, NJ$5,0002025ARTS
    UNIVERSITY OF PENNSYLVANIA SCHOOL OF NURSINGPHILADELPHIA, PA$5,0002025EDUCATION
    BOSTON COLLEGE SCHOOL OF NURSINGCHESTNUT HILL, MA$5,0002025EDUCATION
    GRANITE STATE WOODLAND INSTITUTECONCORD, NH$5,0002025ENVIRONMENT

    COLBY-SAWYER COLLEGE

    $400,000
    NEW LONDON, NH2025

    EDUCATION

    BUCKNELL UNIVERSITY

    $340,000
    LEWISBURG, PA2025

    EDUCATION

    SPEARE MEMORIAL HOSPITAL

    $237,000
    PLYMOUTH, NH2025

    MEDICAL

    SUSQUEHANNA UNIVERSITY

    $200,000
    SELINSGROVE, PA2025

    EDUCATION

    PINGRY SCHOOL

    $145,000
    BASKING RIDGE, NJ2025

    EDUCATION

    MORRISTOWN MEDICAL CENTER FOUNDATION

    $106,000
    MORRISTOWN, NJ2025

    MEDICAL

    HIGH FIVES FOUNDATION

    $50,000
    TRUCKEE, CA2025

    MEDICAL

    DARTMOUTH COLLEGE

    $50,000
    HANOVER, NH2025

    EDUCATION

    APPALACHAIN TRAIL CONSERVANCY

    $45,000
    HARPERS FERRY, WV2025

    ENVIRONMENT

    YALE SCHOOL OF FORESTRY-BROAD ARROW SCHOLARSHIP

    $45,000
    NEW HAVEN, CT2025

    EDUCATION

    PROCTOR ACADEMY

    $40,000
    ANDOVER, NH2025

    EDUCATION

    BABSON COLLEGE

    $40,000
    BABSON PARK, MA2025

    EDUCATION

    WILTON UNITED METHODIST CHURCH

    $30,000
    WILTON, ME2025

    RELIGIOUS

    TUCK SCHOOL OF BUSINESS AT DARTMOUTH

    $25,000
    HANOVER, NH2025

    EDUCATION

    MAYHEW PROGRAM

    $25,000
    BRISTOL, NH2025

    EDUCATION

    OVERLOOK HOSPITAL FOUNDATION

    $25,000
    SUMMIT, NJ2025

    MEDICAL

    NEWFOUND LAKE REGION ASSOCIATION

    $25,000
    BRISTOL, NH2025

    CONSERVATION

    WILTON FREE PUBLIC LIBRARY

    $20,000
    WILTON, ME2025

    EDUCATION

    GROVER HERMANN HOSPITAL

    $20,000
    CALLICOON, NY2025

    MEDICAL

    FARMINGTON HISTORICAL SOCIETY

    $20,000
    FARMINGTON, ME2025

    EDUCATION

    ANDOVER FIRE

    $20,000
    ANDOVER, NH2025

    MEDICAL

    KENT PLACE SCHOOL

    $17,500
    SUMMIT, NJ2025

    EDUCATION

    ANDWELL HEALTH PARTNERS

    $15,000
    LEWISTON, ME2025

    MEDICAL

    HERITAGE MUSEUM AND GARDENS

    $10,000
    SANDWICH, MA2025

    EDUCATION

    CULVER ACADEMIES

    $10,000
    CULVER, IN2025

    EDUCATION

    THE WATERSHED INSTITUTE INC

    $10,000
    PENNINGTON, NJ2025

    EDUCATION

    STAR FOUNDATION INC

    $10,000
    BRUNSWICK, GA2025

    EDUCATION

    STRONG UNITED METHODIST CHURCH

    $10,000
    STRONG, ME2025

    RELIGIOUS

    TRAVIS MANION FOUNDATION

    $10,000
    DOYLESTOWN, PA2025

    EDUCATION

    SPAULDING YOUTH CENTER FOUNDATION

    $10,000
    NORTHFIELD, NH2025

    EDUCATION

    ST SIMONS LAND TRUST

    $10,000
    ST SIMONS ISLAND, GA2025

    ENVIRONMENT

    DELAWARE VALLEY FOOD PANTRY

    $10,000
    LAMBERTVILLE, NJ2025

    SOCIAL SERVICES

    DREAMWEAVER EQUINE CENTER

    $10,000
    RINGOES, NJ2025

    EDUCATION

    PRESBYTERIAN CHURCH IN MORRISTOWN

    $10,000
    MORRISTOWN, NJ2025

    RELIGIOUS

    PENNINGTON SCHOOL

    $10,000
    PENNINGTON, NJ2025

    EDUCATION

    DAMASCUS CITIZENS FOR SUSTAINABILITY INC

    $7,500
    MILANVILLE, PA2025

    ENVIRONMENT

    TRINITAS HEALTH FOUNDATION

    $5,000
    ELIZABETH, NJ2025

    MEDICAL

    BOSTON MUSIC PROJECT

    $5,000
    BOSTON, MA2025

    EDUCATION

    DELBARTON SCHOOL

    $5,000
    MORRISTOWN, NJ2025

    EDUCATION

    ADAPTIVE DEFENSE

    $5,000
    MAGNOLIA, TX2025

    MEDICAL

    CHRIST THE KING CHURCH

    $5,000
    NEW VERNON, NJ2025

    RELIGIOUS

    SKIDMORE COLLEGE

    $5,000
    SARATOGA SPRINGS, NY2025

    EDUCATION

    HANOVER LIONS CHARITABLE FOUNDATION

    $5,000
    HANOVER, NH2025

    MEDICAL

    GOLDEN ISLES LEADERSHIP FOUNDATION INC

    $5,000
    BRUNSWICK, GA2025

    EDUCATION

    TAPPLY-THOMPSON COMMUNITY CENTER

    $5,000
    BRISTOL, NH2025

    EDUCATION

    MARKET STREET MISSION

    $5,000
    MORRISTOWN, NJ2025

    COUNSELING

    MAYO PERFORMING ARTS CENTER

    $5,000
    MORRISTOWN, NJ2025

    ARTS

    UNIVERSITY OF PENNSYLVANIA SCHOOL OF NURSING

    $5,000
    PHILADELPHIA, PA2025

    EDUCATION

    BOSTON COLLEGE SCHOOL OF NURSING

    $5,000
    CHESTNUT HILL, MA2025

    EDUCATION

    GRANITE STATE WOODLAND INSTITUTE

    $5,000
    CONCORD, NH2025

    ENVIRONMENT