Charter Oak Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Charter Oak Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 95-2264158
Foundation Overview
Based in West Simsbury, CT, Charter Oak Foundation has awarded 147 grants totaling $773,600 to organizations in Connecticut, Massachusetts and 15 other states across the US. Individual grants range from $1,500 to $10,000, with a median award of $5,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
9 of 17 recipients (53%) were new grantees. Foundation actively seeks new partnerships to expand impact. Fresh approaches and innovative programs receive serious consideration.
Geographic Focus
Grants are geographically diversified with 27% in Illinois and funding distributed across 17 total locations. This foundation values broad geographic impact and diverse community partnerships. Within Illinois, funding concentrates in Chicago (56%), Naperville (15%), Springfield (8%).
Funding Trajectory
Moderate 23% growth trend over 8 years suggests stable and gradually increasing funding capacity. This positive trajectory indicates reliable grant-making resources and sustainable philanthropic commitment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on education (39%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Charter Oak Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Compass For Kids Inc | $5,000 | Springfield, IL, US | General Support | 2024 |
| Family Matters Inc | $5,000 | Chicago, IL, US | General Support | 2024 |
| Laurel House Inc | $4,000 | Stamford, CT, US | General Support | 2024 |
| Sg United Foundation | $10,000 | York, ME, US | General Support | 2024 |
| Trinity Academy Of Hartford | $5,000 | Hartford, CT, US | General Support | 2024 |
| Vera Court Neighborhood Center | $5,000 | Madison, WI, US | Community Support | 2024 |
| Your Move Mke | $5,000 | Milwaukee, WI, US | General Support | 2024 |
| Youth Outlook | $10,000 | Naperville, IL, US | General Support | 2024 |
| Erins Angels Of Cny Inc | $5,000 | Phoenix, NY, US | General Support | 2024 |
| Kitchen Garden Project Inc Garden-raised Bounty | $10,000 | Olympia, WA, US | General Support | 2024 |
| Queerspace Collective | $10,000 | Minneapolis, MN, US | General Support | 2024 |
| Abc House Inc | $5,000 | Albany, OR, US | General Support | 2024 |
| Winning Ways Inc | $5,000 | Branford, CT, US | General Support | 2024 |
| Soar And Elevate | $2,000 | Richmond, VA, US | General Support | 2024 |
| Read To Achieve | $5,000 | Nashville, TN, US | General Support | 2024 |
| Minnesota Transportation Museum Inc | $5,000 | St Paul, MN, US | General Support | 2024 |
| Heavenward Farm Horsemanship Inc | $5,000 | Morrow, OH, US | General Support | 2024 |
| All 4 Kidz Inc | $5,000 | Milwaukee, WI, US | General Support | 2023 |
| Family Matters Inc | $5,000 | Chicago, IL, US | General Support | 2023 |
| Healing Meals Foundation | $4,000 | Bloomfield, CT, US | General Support | 2023 |
| Laurel House Inc Dba Hope Harbor | $5,000 | Tustin, CA, US | General Support | 2023 |
| Sg United Foundation | $5,000 | York, ME, US | General Support | 2023 |
| The Network Against Domestic Abuse | $5,000 | Enfield, CT, US | General Support | 2023 |
| Trinity Academy Of Hartford | $5,000 | Hartford, CT, US | General Support | 2023 |
| Vera Court Neighborhood Center | $5,000 | Madison, WI, US | Community Support | 2023 |
| Youth Outlook | $5,000 | Naperville, IL, US | General Support | 2023 |
| The Social & Emotional Wellness Initiative | $5,000 | Culver City, CA, US | General Support | 2023 |
| Nehemiah Group | $5,000 | Chicago, IL, US | General Support | 2023 |
| Heal Through Food Inc | $1,500 | Queens, NY, US | General Support | 2023 |
| Hands For Hope | $4,500 | North Hollywood, CA, US | General Support | 2023 |
| Mission Edge San Diego | $5,000 | San Diego, CA, US | General Support | 2023 |
| Norwalkstamford Grassroots Tennis & Education Inc | $5,000 | Norwalk, CT, US | General Support | 2023 |
| Your Move Mke | $5,000 | Milwaukee, WI, US | General Support | 2023 |
| All 4 Kidz Inc | $5,000 | Milwaukee, WI, US | General Support | 2023 |
| Family Matters Inc | $5,000 | Chicago, IL, US | General Support | 2023 |
| Healing Meals Foundation | $4,000 | Bloomfield, CT, US | General Support | 2023 |
| Laurel House Inc Dba Hope Harbor | $5,000 | Tustin, CA, US | General Support | 2023 |
| Sg United Foundation | $5,000 | York, ME, US | General Support | 2023 |
| The Network Against Domestic Abuse | $5,000 | Enfield, CT, US | General Support | 2023 |
| Trinity Academy Of Hartford | $5,000 | Hartford, CT, US | General Support | 2023 |
| Vera Court Neighborhood Center | $5,000 | Madison, WI, US | Community Support | 2023 |
| Youth Outlook | $5,000 | Naperville, IL, US | General Support | 2023 |
| The Social & Emotional Wellness Initiative | $5,000 | Culver City, CA, US | General Support | 2023 |
| Nehemiah Group | $5,000 | Chicago, IL, US | General Support | 2023 |
| Heal Through Food Inc | $1,500 | Queens, NY, US | General Support | 2023 |
| Hands For Hope | $4,500 | North Hollywood, CA, US | General Support | 2023 |
| Mission Edge San Diego | $5,000 | San Diego, CA, US | General Support | 2023 |
| Norwalkstamford Grassroots Tennis & Education Inc | $5,000 | Norwalk, CT, US | General Support | 2023 |
| Your Move Mke | $5,000 | Milwaukee, WI, US | General Support | 2023 |
| A Promise To Jordan | $5,000 | Simsbury, CT, US | General Support | 2022 |
| Family Matters Inc | $5,000 | Chicago, IL, US | General Support | 2022 |
| Healing Meals Foundation | $10,000 | Bloomfield, CT, US | General Support | 2022 |
| Innovators For Purpose | $5,000 | Acton, MA, US | General Support | 2022 |
| Seneca Family Of Agencies | $5,000 | Oakland, CA, US | General Support | 2022 |
| The Network Against Domestic Abuse | $5,000 | Enfield, CT, US | General Support | 2022 |
| Youth Outlook | $5,000 | Naperville, IL, US | General Support | 2022 |
| With Hope | $5,000 | Dallas, TX, US | General Support | 2022 |
| Sg United Foundation | $5,000 | York, ME, US | General Support | 2022 |
| Chicago Abortion Fund | $5,000 | Chicago, IL, US | General Support | 2022 |
| The Lucy Project | $7,500 | Miami, FL, US | General Support | 2022 |
| Laurel House Inc Dba Hope Harbor | $10,000 | Tustin, CA, US | General Support | 2022 |
| Healing Meals Foundation | $6,000 | Bloomfield, CT, US | General Support | 2021 |
| Innovators For Purpose | $5,000 | Acton, MA, US | General Support | 2021 |
| Social & Emotional Wellness Initiative | $6,000 | Los Angeles, CA, US | General Support | 2021 |
| The Network Against Domestic Abuse | $5,000 | Enfield, CT, US | General Support | 2021 |
| Trinity Academy Of Hartford | $6,000 | Hartford, CT, US | General Support | 2021 |
| A Promise To Jordan | $5,000 | Simsbury, CT, US | General Support | 2021 |
| Helping Others Prepare For Eternity | $5,000 | Garden Grove, CA, US | General Support | 2021 |
| Urban Compass | $5,000 | Los Angeles, CA, US | General Support | 2021 |
| Heart Women & Girls | $5,000 | Chicago, IL, US | General Support | 2021 |
| Mean Girls Empowerment | $5,000 | South Holland, IL, US | General Support | 2021 |
| Chicago Hopes For Kids | $5,000 | Chicago, IL, US | General Support | 2021 |
| College Bound Opportunities | $5,000 | Riverwoods, IL, US | General Support | 2021 |
| Compass For Kids Inc | $5,000 | Springfield, IL, US | General Support | 2021 |
| Family Matters Inc | $5,000 | Chicago, IL, US | General Support | 2021 |
| Youth Outlook | $5,000 | Naperville, IL, US | General Support | 2021 |
| Apna Ghar Inc | $6,000 | Chicago, IL, US | General Support | 2021 |
| Laurel House Inc | $6,000 | Stamford, CT, US | General Support | 2021 |
| Love Unity & Values Institute | $6,000 | Chicago, IL, US | General Support | 2021 |
| The Advot Project | $6,000 | Los Angeles, CA, US | General Support | 2021 |
| Healing Meals Foundation | $6,000 | Bloomfield, CT, US | General Support | 2021 |
| Innovators For Purpose | $5,000 | Acton, MA, US | General Support | 2021 |
| Social & Emotional Wellness Initiative | $6,000 | Los Angeles, CA, US | General Support | 2021 |
| The Network Against Domestic Abuse | $5,000 | Enfield, CT, US | General Support | 2021 |
| Trinity Academy Of Hartford | $6,000 | Hartford, CT, US | General Support | 2021 |
| A Promise To Jordan | $5,000 | Simsbury, CT, US | General Support | 2021 |
| Helping Others Prepare For Eternity | $5,000 | Garden Grove, CA, US | General Support | 2021 |
| Urban Compass | $5,000 | Los Angeles, CA, US | General Support | 2021 |
| Heart Women & Girls | $5,000 | Chicago, IL, US | General Support | 2021 |
| Mean Girls Empowerment | $5,000 | South Holland, IL, US | General Support | 2021 |
| Chicago Hopes For Kids | $5,000 | Chicago, IL, US | General Support | 2021 |
| College Bound Opportunities | $5,000 | Riverwoods, IL, US | General Support | 2021 |
| Compass For Kids Inc | $5,000 | Springfield, IL, US | General Support | 2021 |
| Family Matters Inc | $5,000 | Chicago, IL, US | General Support | 2021 |
| Youth Outlook | $5,000 | Naperville, IL, US | General Support | 2021 |
| Apna Ghar Inc | $6,000 | Chicago, IL, US | General Support | 2021 |
| Laurel House Inc | $6,000 | Stamford, CT, US | General Support | 2021 |
| Love Unity & Values Institute | $6,000 | Chicago, IL, US | General Support | 2021 |
| The Advot Project | $6,000 | Los Angeles, CA, US | General Support | 2021 |
| Community Partners | $3,000 | Los Angeles, CA, US | Community Support | 2020 |
| Innovators For Purpose | $5,000 | Acton, MA, US | General Support | 2020 |
| Rancho Cielo Youth Campus | $5,000 | Salinas, CA, US | Grant For General Operating Costs To This Organization Providing Educational And Nonviolence Programs To At-risk Youth | 2020 |
| Seneca | $5,000 | Santa Ana, CA, US | General Support | 2020 |
| The Network Against Domestic Abuse | $5,000 | Enfield, CT, US | General Support | 2020 |
| Young Lives Redeemed | $10,000 | Fullerton, CA, US | General Support | 2020 |
| Healing Meals Foundation | $5,000 | Bloomfield, CT, US | General Support | 2020 |
| Social & Emotional Wellness Initiative | $5,000 | Los Angeles, CA, US | General Support | 2020 |
| Ignite Collaborative Initiative | $5,000 | Scottsdale, AZ, US | General Support | 2020 |
| Art And Soul Innovations | $5,000 | Monona, WI, US | General Support | 2020 |
| Trinity Academy Of Hartford | $9,000 | Hartford, CT, US | General Support | 2020 |
| All 4 Kidz Inc | $5,000 | Milwaukee, WI, US | General Support | 2020 |
| Family Focus Inc | $5,000 | Evanston, IL, US | General Support | 2020 |
| 826chi | $5,000 | Chicago, IL, US | Grant For General Operating Expenses To Provide One-on-one Literacy Arts Training For At-risk Youth | 2018 |
| Alma Backyard Farms | $5,000 | Los Angeles, CA, US | General Support | 2018 |
| Connecticut Center For Nonviolence | $5,000 | Hartford, CT, US | Grant To Provide Nonviolence Education To Youth | 2018 |
| San Francisco Suicide Prevention Inc | $5,000 | San Francisco, CA, US | Grant For Training Teens To Help Themselves And Their Peers In Times Of Crisis, Including "suicide Cluster" Situations | 2018 |
| Young Lives Redeemed | $6,000 | Fullerton, CA, US | General Support | 2018 |
| Innovators For Purpose | $5,000 | Acton, MA, US | General Support | 2018 |
| Rancho Cielo Youth Campus | $5,000 | Salinas, CA, US | Grant For General Operating Costs To This Organization Providing Educational And Nonviolence Programs To At-risk Youth | 2018 |
| Safe Place For Youth | $5,000 | Venice, CA, US | Grant To Assist Homeless Youth Projects | 2018 |
| Seneca | $5,000 | Santa Ana, CA, US | General Support | 2018 |
| Vera Court Neighborhood Center | $5,000 | Madison, WI, US | Community Support | 2018 |
| Eau Claire Area Hmong Mutual Assistance | $5,100 | Eau Claire, WI, US | General Support | 2018 |
| Prevention Partnership International | $5,000 | San Jose, CA, US | General Support | 2018 |
| Alma Backyard Farms | $5,000 | Los Angeles, CA, US | General Support | 2017 |
| Community Call | $5,000 | Boston, MA, US | General Support | 2017 |
| Ivy Pearl Foundation | $2,000 | Evanston, IL, US | Ascend Program | 2017 |
| Pass With Flying Colors | $4,000 | Chicago, IL, US | Cell Dogs | 2017 |
| Pathways To Hope | $5,000 | Park Ridge, IL, US | Community Support | 2017 |
| The Hartford Catholic Worker Inc | $5,000 | Hartford, CT, US | General Support | 2017 |
| Young Lives Redeemed | $5,000 | Fullerton, CA, US | General Support | 2017 |
| 826chi | $5,000 | Chicago, IL, US | Grant For General Operating Expenses To Provide One-on-one Literacy Arts Training For At-risk Youth | 2016 |
| America On Track | $5,000 | Tustin, CA, US | To Provide Support For Disadvantaged Families And At-risk Youth | 2016 |
| Global Girls | $5,000 | Chicago, IL, US | Extracurricular "artist In Residence" Programming For At-risk Girls | 2016 |
| Greater Hartford Consortium For Higher Education | $5,000 | Hartford, CT, US | Sponsor One High-school Student Through The Junior Apprentice Program | 2016 |
| Interval House | $5,000 | Long Beach, CA, US | Community Support | 2016 |
| Literacy Volunteers Of Central Connecticut | $5,000 | New Britain, CT, US | Grant For Literacy Training For Low-literacy Parents Of Youth Children | 2016 |
| Minnesota Life College | $7,000 | Richfield, MN, US | Expansion Of Health Program For Students On The Autism Spectrum | 2016 |
| Reclaim | $5,000 | Minneapolis, MN, US | Community Support | 2016 |
| Advance | $5,000 | Chicago, IL, US | Community Support | 2016 |
| Connecticut Center For Nonviolence | $5,000 | Hartford, CT, US | Grant To Provide Nonviolence Education To Youth | 2016 |
| Halo | $5,000 | Kansas City, MO, US | Grant To Support Homeless Youth Projects | 2016 |
| Irreducible Grace Foundation | $5,000 | St Paul, MN, US | Community Support | 2016 |
| Pathways To Hope | $5,000 | Park Ridge, IL, US | Community Support | 2016 |
| Safe Place For Youth | $7,000 | Venice, CA, US | Grant To Assist Homeless Youth Projects | 2016 |
| Science Delivered | $3,000 | San Diego, CA, US | Grant To Provide Stem Education To Students | 2016 |
| Vera Court Neighborhood Center | $5,000 | Madison, WI, US | Community Support | 2016 |
Foundations Similar to Charter Oak Foundation
Discover 5 foundations with comparable assets ($1,389,616-$1,476,790), similar grant patterns, and geographic focus in CT that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Lillian Butler Davey Foundation
EIN: 06-1520307 | 2 grants awarded |
$1,457,237
(≈ Similar) |
$3,000
median grant |
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Catic Foundation Inc
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$1,405,000
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$3,000
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|
Colonel Daniel Putnam Association Inc
EIN: 06-6041260 | 2 grants awarded |
$1,461,802
(≈ Similar) |
$2,500
median grant |
Hartford, CT
Same state |
|
|
Johnson-stillman Family Foundation
EIN: 13-7097866 | 178 grants awarded |
$1,389,616
(≈ Similar) |
$5,000
median grant |
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|
The Zelnickbelzberg Charitable Trust
EIN: 13-7187853 | 559 grants awarded |
$1,476,790
(≈ Similar) |
$3,600
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Darien, CT
Same state |
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Related Foundation Resources in CT:
Contact Information
Official contact details for Charter Oak Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 95-2264158 |
| Website | http://www.charteroakfoundation.com |
| Address | 48 FOX DEN ROAD West Simsbury, CT 06092-0000 |
Key People (8)
Board members, trustees, and key staff who oversee Charter Oak Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| President | Cynthia G Marsh |
|---|---|
| Vice President | Elizabeth Lane |
| Treasurer | Andrew Marsh |
| Director | Luisa K Gerasimo |
| Secretary | Allison Marsh Abbott |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Charter Oak Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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