Charter Oak Foundation
West Simsbury, CT · EIN 95-2264158. Reported 64 grants totalling $350,500 to 42 recipients across tax years 2021-2024. This foundation did not tell the IRS it funds only preselected organizations.
Does this foundation accept applications?
Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. Charter Oak Foundation did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.
How big are its grants?
The median grant is $5,000. Half of everything it gave fell between $5,000 and $5,000; the smallest was $1,500 and the largest $10,000. If you are asking for materially more than the top of that range, you are asking the wrong foundation.
Every organization it funded
This is the complete list from its filings, largest first. Recipients are grouped by name and state as they were written on the returns, so an organization entered under two different names appears twice. Years funded is the number of separate tax years in which that name received money.
| Organization | Location | Total received | Grants | Years funded | Last |
|---|---|---|---|---|---|
| Youth Outlook | Naperville, IL | $25,000 | 4 | 4 | 2024 |
| Family Matters Inc | Chicago, IL | $20,000 | 4 | 4 | 2024 |
| Healing Meals Foundation | Bloomfield, CT | $20,000 | 3 | 3 | 2023 |
| Sg United Foundation | York, ME | $20,000 | 3 | 3 | 2024 |
| Trinity Academy of Hartford | Hartford, CT | $16,000 | 3 | 3 | 2024 |
| Laurel House Inc Dba Hope Harbor | Tustin, CA | $15,000 | 2 | 2 | 2023 |
| The Network Against Domestic Abuse | Enfield, CT | $15,000 | 3 | 3 | 2023 |
| The Social & Emotional Wellness Initiative | Culver City, CA | $11,000 | 2 | 2 | 2023 |
| A Promise to Jordan | Simsbury, CT | $10,000 | 2 | 2 | 2022 |
| Compass for Kids Inc | Springfield, IL | $10,000 | 2 | 2 | 2024 |
| Innovators for Purpose | Acton, MA | $10,000 | 2 | 2 | 2022 |
| Kitchen Garden Project Inc Garden-Raised Bounty | Olympia, WA | $10,000 | 1 | 1 | 2024 |
| Laurel House Inc | Stamford, CT | $10,000 | 2 | 2 | 2024 |
| Queerspace Collective | Minneapolis, MN | $10,000 | 1 | 1 | 2024 |
| Vera Court Neighborhood Center | Madison, WI | $10,000 | 2 | 2 | 2024 |
| Your Move Mke | Milwaukee, WI | $10,000 | 2 | 2 | 2024 |
| The Lucy Project | Miami, FL | $7,500 | 1 | 1 | 2022 |
| Apna Ghar Inc | Chicago, IL | $6,000 | 1 | 1 | 2021 |
| Love Unity & Values Institute | Chicago, IL | $6,000 | 1 | 1 | 2021 |
| The Advot Project | Los Angeles, CA | $6,000 | 1 | 1 | 2021 |
| Abc House Inc | Albany, OR | $5,000 | 1 | 1 | 2024 |
| All 4 Kidz Inc | Milwaukee, WI | $5,000 | 1 | 1 | 2023 |
| Chicago Abortion Fund | Chicago, IL | $5,000 | 1 | 1 | 2022 |
| Chicago Hopes for Kids | Chicago, IL | $5,000 | 1 | 1 | 2021 |
| College Bound Opportunities | Riverwoods, IL | $5,000 | 1 | 1 | 2021 |
| Erins Angels of Cny Inc | Phoenix, NY | $5,000 | 1 | 1 | 2024 |
| Heart Women & Girls | Chicago, IL | $5,000 | 1 | 1 | 2021 |
| Heavenward Farm Horsemanship Inc | Morrow, OH | $5,000 | 1 | 1 | 2024 |
| Helping Others Prepare for Eternity | Garden Grove, CA | $5,000 | 1 | 1 | 2021 |
| Mean Girls Empowerment | South Holland, IL | $5,000 | 1 | 1 | 2021 |
| Minnesota Transportation Museum Inc | St Paul, MN | $5,000 | 1 | 1 | 2024 |
| Mission Edge San Diego | San Diego, CA | $5,000 | 1 | 1 | 2023 |
| Nehemiah Group | Chicago, IL | $5,000 | 1 | 1 | 2023 |
| Norwalkstamford Grassroots Tennis & Education Inc | Norwalk, CT | $5,000 | 1 | 1 | 2023 |
| Read to Achieve | Nashville, TN | $5,000 | 1 | 1 | 2024 |
| Seneca Family of Agencies | Oakland, CA | $5,000 | 1 | 1 | 2022 |
| Urban Compass | Los Angeles, CA | $5,000 | 1 | 1 | 2021 |
| Winning Ways Inc | Branford, CT | $5,000 | 1 | 1 | 2024 |
| With Hope | Dallas, TX | $5,000 | 1 | 1 | 2022 |
| Hands for Hope | North Hollywood, CA | $4,500 | 1 | 1 | 2023 |
| Soar and Elevate | Richmond, VA | $2,000 | 1 | 1 | 2024 |
| Heal Through Food Inc | Queens, NY | $1,500 | 1 | 1 | 2023 |
14 of 42 (33%) received money in more than one year over the 4 years we hold.
Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 38%, across 3 year-to-year transitions. The median foundation retains about 67%, so this one is less consistent than most. This measures how often it paid the same organizations again. It says nothing about whether it would consider a new one.
What kind of organizations it funds
By the activity category the IRS assigns each recipient, for the 52 grants where we could match the recipient to a registered organization. The categories are the IRS's. The match, made from the name and address on the return, is ours.
Giving by year
| Tax year | Grants | Total | Median grant |
|---|---|---|---|
| 2021 | 19 | $102,000 | $5,000 |
| 2022 | 12 | $72,500 | $5,000 |
| 2023 | 16 | $75,000 | $5,000 |
| 2024 | 17 | $101,000 | $5,000 |
Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.
Where its money goes
28% of its giving went to organizations in Illinois. If your organization is based elsewhere, look in the recipient list for grants to your area before writing.
Get funders for your state and cause by email
We email you funders that gave to organizations in your state and cause, up to five at a time each week and never the same one twice, from their own IRS filings. Free. The weekly email has not started yet.
Unsubscribe in one click from any email. We never sell or share your address. To match on your organization and typical grant size too, keep a private profile.
Funders that support the same organizations
These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are a sign of overlapping priorities and nothing more: they do not show that any of these funders would consider a new organization. Each page says what its filings show.
How to approach this foundation
- Check you are its size. The median grant is $5,000. A request many times that size asks for something it has rarely or never given.
- Check you are in its geography. Its giving is concentrated in Illinois.
- Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
- Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.
Related guides
Where these numbers come from
Everything above is taken from Charter Oak Foundation's own Form 990-PF filings, which the IRS publishes in bulk. We used 4 returns (tax years 2021-2024). Grant figures are from its returns. Matching recipients to registered organizations, their IRS classifications, the retention rate and the funders that support the same organizations are our own calculations, described in how we build this.
Address of record on the latest return: 48 Fox Den Road, West Simsbury, CT, 06092. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.
EIN 95-2264158 · See the original filings on ProPublica · How we build this
Is something here wrong about your foundation? Email [email protected] and we will correct it.