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← CHARTERCARE FOUNDATION

Form 990 for tax year 2023

Filed by CHARTERCARE FOUNDATION.

Totals

Total revenue
$341,589
Total expenses
$346,671
Contributions and grants received
$64,947
Grants paid
$116,599
Program service revenue
$0
Investment income
$247,642
Other revenue
$29,000
Total assets, end of year
$6,785,792
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$6,785,792
Program services expenses (Part IX)
$256,848
Management and general expenses
$89,823
Fundraising expenses
$0
Program service expenses (Part III)
$256,848

Program services were 74.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $64,947

  • 3 · Investment income

    total $73,573 · excluded $73,573

  • 7c · Gain or loss

    securities $174,069

  • 7d · Net gain or loss

    total $174,069 · excluded $174,069

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $29,000 · related or exempt $29,000

  • 11e · Other revenue, total

    $29,000

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $116,599 · program services $116,599

  • 7 · Other salaries and wages

    total $101,616 · program services $71,131 · management and general $30,485

  • 10 · Payroll taxes

    total $12,607 · program services $8,825 · management and general $3,782

  • 11b · Fees: legal

    total $190 · management and general $190

  • 11g · Fees: other

    total $3,264 · management and general $3,264

  • 13 · Office expenses

    total $3,283 · management and general $3,283

  • 16 · Occupancy

    total $12,600 · program services $8,820 · management and general $3,780

  • 17 · Travel

    total $272 · management and general $272

  • 23 · Insurance

    total $7,797 · management and general $7,797

  • 24a · Other expenses: SCHOLARSHIP

    total $51,473 · program services $51,473

  • 24b · Other expenses: FOUNDATION SUPPORT FEES

    total $36,239 · management and general $36,239

  • 24c · Other expenses: MISCELLANEOUS

    total $701 · management and general $701

  • 24d · Other expenses: BANK FEES

    total $30 · management and general $30

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $39,208 · end of year $201,545

  • 2 · Savings and temporary cash investments

    beginning of year $557,927 · end of year $464,118

  • 13 · Investments: program-related

    beginning of year $5,411,203 · end of year $6,120,129

  • 27 · Net assets without donor restrictions

    beginning of year $453,385 · end of year $622,105

  • 28 · Net assets with donor restrictions

    beginning of year $5,554,953 · end of year $6,163,687

Mission and programs · 2023

Mission

TO SERVE AS A COMMUNITY RESOURCE FOR ACCESSIBLE, AFFORDABLE AND RESPONSIVE HEALTH CARE AND RELATED SERVICES- INCLUDE DISEASE PREVENTION, EDUCATION AND RESEARCH GRANTS, SCHOLARSHIPS, CLINICS AND RELATED ACTIVITIES TO BENEFIT THE GREATER RHODE ISLAND COMMUNITY.

  • TO SERVE AS A COMMUNITY RESOURCE FOR ACCESSIBLE, AFFORDABLE AND RESPONSIVE HEALTH CARE AND RELATED SERVICES- INCLUDE DISEASE PREVENTION, EDUCATION AND RESEARCH GRANTS, SCHOLARSHIPS, CLINICS AND RELATED ACTIVITIES TO BENEFIT THE GREATER RHODE ISLAND COMMUNITY.

    Expenses $256,848 · Grants $116,599

As filed on the 2023 return.

Listed in Part VII

  • PATRICIA WEGZRYN MCGREEN

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • PETER F DEBLASIO JR MD

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • SHANNON SHALLCROSS MS

    VICE PRESIDENT/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • PAULA IACONO

    EXECUTIVE DIRECTOR

    Total calculated
    $101,616
    From this org
    $101,616
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • ANGELLA FRANKLIN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CAROLYN YOUNG MD

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CARMEN R DIAZ-JUSINO

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARY P BLANCHET

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RILWAN J FEYISITAN JR

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARY C SULLIVAN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
5 August 2025
IRS schema version
2023v6.0
Source object
202542189349302004

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