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Nutmeg Foundation Inc. is a private corporation based in WEST HARTFORD, CT. The foundation received its IRS ruling in 2001. The principal officer is Ethel F Davis. It holds total assets of $2.2M. Annual income is reported at $2.4M. The foundation is governed by 4 officers and trustees. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Connecticut. According to available records, Nutmeg Foundation Inc. has made 38 grants totaling $619K, with a median grant of $10K. Annual giving has grown from $201K in 2020 to $418K in 2022. Individual grants have ranged from $500 to $75K, with an average award of $16K. The foundation has supported 20 unique organizations. Grant recipients are concentrated in Connecticut. Contributions to this foundation are tax-deductible.
Nutmeg Foundation Inc. is a small, all-volunteer family/community foundation in West Hartford, Connecticut, run by a four-person, entirely uncompensated board: President Ethel Davis, Secretary Sandra Wood Forand, Treasurer Paul Tracey, and Director Chris Hall. With roughly $2.4 million in assets and $170,000-$230,000 in annual giving over the last five reported years, it operates far more like a hands-on local philanthropy than an institutional grantmaker with program staff. Critically, the foundation does not accept unsolicited applications or LOIs — funding is preselected and invitation-only, with organizations typically identified by the board and contacted around early January, and any resulting application completed by mid-March. This makes cold applications essentially a dead end; the realistic path in is relationship-based, through community visibility in the Hartford area or a warm connection to an existing grantee network. All 38 tracked grants ($618,500 total, averaging $16,276) went to Connecticut organizations, overwhelmingly in the Hartford metro area, which confirms this is a hyper-local funder despite some third-party aggregators loosely citing New York and California exposure — Granted AI's own grantee-level data shows no evidence of giving outside Connecticut. The foundation clearly favors organizations working on workforce development, economic mobility, food security, and human services, with its single largest relationships going to backbone/collaborative intermediaries (United Way of Central & Northeastern Connecticut, Capital Workforce Partners) rather than narrow single-program nonprofits. First-time prospects should not expect a portal or open RFP; instead, build visibility with Hartford-area funder convenings (the Connecticut Council for Philanthropy lists Nutmeg as a member), track record with other Hartford funders, and patience — a documented applicant described the foundation as 'fantastic once you get connected with them,' willing to fund above the ask and to conduct site visits, but reachable only after that initial connection is made, typically through the board's own outreach rather than the nonprofit's.
Nutmeg Foundation's grantmaking splits into three clear tiers. At the top, a handful of six-figure, multi-year relationships dominate total dollars: United Way of Central & Northeastern Connecticut received $150,000 across 2 grants for its Workforce Solutions Collaborative, Chrysalis Center Inc received $110,000 across 3 grants (rebranding plus its Urban Roots Hydroponic food-hub expansion), and Capital Workforce Partners received $60,000 across 2 grants for an Opportunity Youth Career Navigation System — together these three relationships account for roughly 52% of the $618,500 in tracked giving. A distinct middle tier uses a templated $10,000 award (split $8,000 project-specific / $2,000 unrestricted) that recurs identically across at least six Hartford nonprofits, including Healing Meals Community Project, Community Partners In Action, Community Solutions Inc, Goodwin College, Literacy Volunteers of Greater Hartford, and The Bridge Family Center. A third, smaller tier of $500-$2,000 unrestricted or general-operating gifts supports very small community and faith-based groups (Asylum Hill Congregational Church, Katherine Hepburn Cultural Arts Center, Shoreline Soup Kitchens & Pantries, AHM Youth and Family Services). The foundation's own stated typical-grant-size data confirms this spread: median $10,000, average $12,531, range $500-$55,000 across 16 recent awards. Across fiscal years, total giving has ranged from $117,345 (2012) to $230,811 (2022), with the most recent reported year (2023) showing a pullback to $170,331 in total giving and $138,500 in grants paid, alongside total assets declining from $2,754,720 (2019) to $2,422,349 (2023) — a contraction tied to falling net investment income ($233,278 in 2021 versus just $47,900 in 2023) rather than any stated change in program focus. By purpose, workforce development and economic mobility make up the largest identifiable share of dollars (over 40%), followed by human services, food security, education/literacy, and general operating support to small community organizations.
| Foundation | Assets | Annual Giving | Primary Focus | Application |
|---|---|---|---|---|
| Nutmeg Foundation Inc. | $2.42M (FY2023) | $170,331 (FY2023) | Workforce dev., human services, CT-only | Invitation-only |
| The George P Swift Jr Family (FL) | $2.15M | Not disclosed | Philanthropy & Grantmaking | Unknown/no public site |
| Geoinge Foundation (MI) | $2.15M | Not disclosed | Philanthropy & Grantmaking | Unknown/no public site |
| Belle Buoy Foundation Inc. (FL) | $2.15M | Not disclosed | Philanthropy & Grantmaking | Unknown/no public site |
| Robert Sheft And Hope Gittis Sheft Foundation (FL) | $2.15M | Not disclosed | Philanthropy & Grantmaking | Unknown/no public site |
| Donald F Reiner Educational Trust (MN) | $2.15M | Not disclosed | Philanthropy & Grantmaking | Unknown/no public site |
Nutmeg sits in an asset class of very small, single-family or closely-held private foundations (all clustered near $2.15M in assets), and none of its five closest asset peers maintain a public website, application information, or disclosed giving data — Nutmeg's foundation-run website (even in its current offline state) and its 990-documented invitation timeline make it comparatively more transparent than this peer set, though still fully closed to unsolicited outreach. None of these peers appear to publish a defined focus area beyond the generic 'Philanthropy & Grantmaking' NTEE classification, reinforcing that at this asset scale, funder identification depends on 990 research and local relationships rather than published guidelines.
No independent press releases, leadership transitions, or program announcements from Nutmeg Foundation Inc. were found for 2025-2026 — consistent with an all-volunteer, four-person board (Ethel Davis, Sandra Wood Forand, Paul Tracey, Chris Hall) that has held the same officer roles since at least the mid-2010s filings. Third-party 990 aggregators (Impala Digital, Grantable) cite a most-recently-filed fiscal year showing 11 grants totaling approximately $219,000, roughly in line with the foundation's 2019-2022 giving pace, though this figure could not be independently verified against a primary-source 990 during this research. The most notable operational finding is that the foundation's own website, nutmegfoundation.com, is currently either unconfigured or broken: the root domain returns a generic, un-provisioned hosting placeholder page, and the previously indexed /about/ subpage returns a 404 error. Combined with the foundation's already-closed, invitation-only application model, this means there is currently no functioning public channel — website or portal — through which a prospective grantee can find application guidance; outreach by phone to the foundation's listed contact, Ethel F. Davis at (860) 233-0733, or through the 777 Prospect Avenue, West Hartford, CT 06105 mailing address, is the only documented point of contact. Grant seekers should treat any near-term outreach as relationship-building for a future invitation cycle rather than an active solicitation opportunity.
Do not submit an unsolicited proposal — Nutmeg Foundation Inc. explicitly states it only makes contributions to preselected organizations, and its 990 filings confirm applications are by invitation only. The realistic strategy is visibility and relationship-building well before the funding cycle: the foundation is documented to identify and contact prospective grantees in early January, with completed applications due by mid-March, so any outreach or introduction should land in the fall preceding that cycle (roughly September-December) rather than during the application window itself. Because the foundation's largest gifts go to backbone/collaborative organizations — United Way of Central & Northeastern Connecticut, Capital Workforce Partners, Chrysalis Center — smaller Hartford-area nonprofits may have better luck being named as a partner or subgrantee within one of those collaboratives' proposals than approaching Nutmeg directly. When an invitation does arrive, come prepared with a real, itemized budget: one documented grantee reported the foundation funded above the amount requested, suggesting reviewers respond to well-justified need rather than deliberately conservative asks. Expect the review to include a site visit and an ongoing relationship rather than a single transactional check — reviewers describe the foundation as 'accessible,' 'engaged,' and interested in funding capacity-building work (the data shows repeated grants for rebranding, website updates, strategic planning, and cybersecurity — not just direct programs). A common mistake would be assuming a one-time gift guarantees no further funding: while one applicant reported the foundation avoids consecutive-year grants to the same organization, Nutmeg's own grant history shows multiple organizations (Chrysalis Center, Hartford Public Library, Southside Institutions Neighborhood Alliance) receiving grants in more than one cycle, so a periodic, patient cadence — not a single ask — is the realistic expectation. Given the foundation's declining net investment income and total assets since 2021, applicants should also frame proposals with realistic, right-sized budgets ($500-$2,000 for small general-operating gifts, $10,000 as the standard mid-tier project grant, $25,000+ reserved for larger collaborative initiatives) rather than assuming FY2022 giving levels ($230,811) are the current baseline.
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Smallest Grant
$500
Median Grant
$10K
Average Grant
$13K
Largest Grant
$55K
Based on 16 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.
Nutmeg Foundation's grantmaking splits into three clear tiers. At the top, a handful of six-figure, multi-year relationships dominate total dollars: United Way of Central & Northeastern Connecticut received $150,000 across 2 grants for its Workforce Solutions Collaborative, Chrysalis Center Inc received $110,000 across 3 grants (rebranding plus its Urban Roots Hydroponic food-hub expansion), and Capital Workforce Partners received $60,000 across 2 grants for an Opportunity Youth Career Navigatio.
Nutmeg Foundation Inc. has distributed a total of $619K across 38 grants. The median grant size is $10K, with an average of $16K. Individual grants have ranged from $500 to $75K.
Nutmeg Foundation Inc. is a small, all-volunteer family/community foundation in West Hartford, Connecticut, run by a four-person, entirely uncompensated board: President Ethel Davis, Secretary Sandra Wood Forand, Treasurer Paul Tracey, and Director Chris Hall. With roughly $2.4 million in assets and $170,000-$230,000 in annual giving over the last five reported years, it operates far more like a hands-on local philanthropy than an institutional grantmaker with program staff. Critically, the foun.
Nutmeg Foundation Inc. is headquartered in WEST HARTFORD, CT.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Ethel Davis | President | $0 | $0 | N/A |
| Sandra Wood Forand | Secretary | $0 | $0 | N/A |
| Paul Tracey | Treasurer | $0 | $0 | N/A |
| Chris Hall | Director | $0 | $0 | N/A |
Total Giving
$170K
Total Assets
$2.4M
Fair Market Value
$3.3M
Net Worth
$2.4M
Grants Paid
$139K
Contributions
N/A
Net Investment Income
$48K
Distribution Amount
$153K
Total: $2.2M
Total Grants
38
Total Giving
$619K
Average Grant
$16K
Median Grant
$10K
Unique Recipients
20
Most Common Grant
$10K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Community Solutions Inc$8,000. North Hartford Revitalization Institute.$2,000 General Operating | Bloomfield, CT | $10K | 2020 |
| United Way Of Central NortheasternWorkforce Solutions Collaborative to advance community goals through partnerships and collaborations focused on advancing economic mobility. | Hartford, CT | $75K | 2022 |
| Chrysalis Center IncExpansion of Urban Roots Hydroponic Grow Center a key program within the organization's food hub. The food hub addresses food insecurity by providing fresh and nutritious food to individuals and families in need. | Hartford, CT | $50K | 2022 |
| Hartford Public Library$25,000 allocated granted for a in-person summar program for approximately 25 high school English learners for the Summer of 2022.$10,000 being granted for partnering with the school district for on-the-job-training in various culinary skills to assist for skills for industries like hotels, senior centers, corporate cafeterias etc.) | Hartford, CT | $35K | 2022 |
| Capital Workforce PartnersTo fund the development of the Opportunity Youth Career Navigation System. The purpose of the program is to improve the availability and accessability of services and supports to 16-24 year olds disconnected from education and employment. | Hartford, CT | $30K | 2022 |
| Southside Insts Neighborhood AllianNeighborhood assistance funding for strategic planning for 2022 through 2026. | Hartford, CT | $10K | 2022 |
| Asylum Hill Congregational ChurchUnrestricted | Hartford, CT | $3K | 2022 |
| Community St Vincent And The Grenad$2,000. General Operating | Hebron, CT | $2K | 2022 |
| Katherine Hepburn Cultural Arts CtrUnrestricted | Old Saybrook, CT | $2K | 2022 |
| Shoreline Soup Kitchens PantriesUnrestricted | Essex, CT | $1K | 2022 |
| Ahm Youth And Family Services IncUnrestricted | Hebron, CT | $1K | 2022 |
| National Exchange-Old Saybrookw'BroUnrestricted | Old Saybrook, CT | $500 | 2022 |
| United Way Of Central Ne Ct$55,000. Workforce Impact Grant | Hartford, CT | $55K | 2020 |
| Interval House$25,000. Cybersecurity | Hartford, CT | $25K | 2020 |
| Ct Council Of Family Service Agenci$25,000. Parents Working from Home Project | Rocky Hill, CT | $25K | 2020 |
| Community Partners In Action$8,000. CPA Prison Arts Program. $2,000 General Operating. | Hartford, CT | $10K | 2020 |
| Literacy Volunteers Of Greater Hart$8,000. Website update. $2,000. Unrestricted | Hartford, CT | $10K | 2020 |
| The Bridge Family Center$8,000. Equity, Diversion, & Inclusion Initiative. $2,000. Unrestricted | Hartford, CT | $10K | 2020 |
| Goodwin College$8,000 Goodwin Kid Care. $2,000 General Operating | E Hartford, CT | $10K | 2020 |
| Healing Meals Community Project$8,000. Grant Data Organization Project. $2,000 General Operating | Bloomfield, CT | $10K | 2020 |