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Charter Oak Foundation is a private corporation based in WEST SIMSBURY, CT. The foundation received its IRS ruling in 1965. It holds total assets of $1.4M. Annual income is reported at $1.4M. The foundation is governed by 8 officers and trustees. Tax records are available from 2017 to 2023. The foundation primarily funds organizations in Illinois, Connecticut and California. According to available records, Charter Oak Foundation has made 62 grants totaling $349K, with a median grant of $5K. Annual giving has decreased from $204K in 2022 to $145K in 2023. Individual grants have ranged from $5K to $10K, with an average award of $6K. The foundation has supported 25 unique organizations. The foundation primarily supports organizations in Illinois, Connecticut, California, which account for 84% of all grants. Grantmaking reaches organizations across 7 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$5K
Median Grant
$5K
Average Grant
$5K
Largest Grant
$6K
Based on 19 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Charter Oak Foundation is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 62 grants. Its grantmaking reaches organizations primarily in IL, CT, CA.
Charter Oak Foundation has distributed a total of $349K across 62 grants. The median grant size is $5K, with an average of $6K. Individual grants have ranged from $5K to $10K.
The application deadline is APPLICATIONS ARE REVIEWED BI-ANNUALLY. Organizations should be between two and fifteen years old, and provide counseling, role modeling, mentoring or similar programs. They cannot submit more than one request per 12-month period if awarded during that period. Organizations are capped at $25,000 in lifetime funding or five funded grant applications.
Charter Oak Foundation is headquartered in WEST SIMSBURY, CT. While based in CT, the foundation distributes grants to organizations across 7 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Allison Marsh Abbott | SECRETARY | $2K | $0 | $2K |
| Cynthia G Marsh | PRESIDENT | $2K | $0 | $2K |
| Elizabeth Lane | VICE PRESIDENT | $2K | $0 | $2K |
| Andrew Marsh | TREASURER | $2K | $0 | $2K |
| Marlon Goulbourne | DIRECTOR | $2K | $0 | $2K |
| Luisa K Gerasimo | DIRECTOR | $2K | $0 | $2K |
| Elizabeth Marsh | DIRECTOR | $2K | $0 | $2K |
| Megan Jackson | DIRECTOR | $2K | $0 | $2K |
Total Giving
$107K
Total Assets
$1.4M
Fair Market Value
$1.4M
Net Worth
$1.4M
Grants Paid
$73K
Contributions
N/A
Net Investment Income
$11K
Distribution Amount
$69K
Total: $139K
Total Grants
62
Total Giving
$349K
Average Grant
$6K
Median Grant
$5K
Unique Recipients
25
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Healing Meals FoundationGENERAL SUPPORT | Bloomfield, CT | $10K | 2023 |
| Laurel House Inc Dba Hope HarborGENERAL SUPPORT | Tustin, CA | $10K | 2023 |
| The Lucy ProjectGENERAL SUPPORT | Miami, FL | $8K | 2023 |
| Youth OutlookGENERAL SUPPORT | Naperville, IL | $5K | 2023 |
| Innovators For PurposeGENERAL SUPPORT | Acton, MA | $5K | 2023 |
| With HopeGENERAL SUPPORT | Dallas, TX | $5K | 2023 |
| Family Matters IncGENERAL SUPPORT | Chicago, IL | $5K | 2023 |
| The Network Against Domestic AbuseGENERAL SUPPORT | Enfield, CT | $5K | 2023 |
| Seneca Family Of AgenciesGENERAL SUPPORT | Oakland, CA | $5K | 2023 |
| Chicago Abortion FundGENERAL SUPPORT | Chicago, IL | $5K | 2023 |
| Sg United FoundationGENERAL SUPPORT | York, ME | $5K | 2023 |
| A Promise To JordanGENERAL SUPPORT | Simsbury, CT | $5K | 2023 |
| Apna Ghar IncGENERAL SUPPORT | Chicago, IL | $6K | 2022 |
| Laurel House IncGENERAL SUPPORT | Stamford, CT | $6K | 2022 |
| Social & Emotional Wellness InitiativeGENERAL SUPPORT | Los Angeles, CA | $6K | 2022 |
| The Advot ProjectGENERAL SUPPORT | Los Angeles, CA | $6K | 2022 |
| Trinity Academy Of HartfordGENERAL SUPPORT | Hartford, CT | $6K | 2022 |
| Love Unity & Values InstituteGENERAL SUPPORT | Chicago, IL | $6K | 2022 |
| Mean Girls EmpowermentGENERAL SUPPORT | South Holland, IL | $5K | 2022 |
| Helping Others Prepare For EternityGENERAL SUPPORT | Garden Grove, CA | $5K | 2022 |
| Heart Women & GirlsGENERAL SUPPORT | Chicago, IL | $5K | 2022 |
| Urban CompassGENERAL SUPPORT | Los Angeles, CA | $5K | 2022 |
| Chicago Hopes For KidsGENERAL SUPPORT | Chicago, IL | $5K | 2022 |
| Compass For Kids IncGENERAL SUPPORT | Springfield, IL | $5K | 2022 |
| College Bound OpportunitiesGENERAL SUPPORT | Riverwoods, IL | $5K | 2022 |