The Charlotte Foundation Inc
Boston, MA · EIN 04-3493343. Reported 217 grants totalling $1,818,344 to 125 recipients across tax years 2021-2024. This foundation told the IRS it does not accept unsolicited requests: it contributes only to organizations it selects itself.
Does this foundation accept applications?
No -- on its own tax return. Form 990-PF asks every private foundation to check a box if it "only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds". The Charlotte Foundation Inc checked it on its most recent filing, as 78% of the 91,758 foundations in our data that made a grant and answered did. An unsolicited request is unlikely to go anywhere.
Organizations it funds that make grants of their own
6 of the organizations The Charlotte Foundation Inc funded make grants themselves, and it reported 8 grants totalling $56,900 to them. That is 3% of the $1,638,549 of its giving we could match to a registered organization. Each is classified by the IRS as a philanthropy or grantmaking organization, reported grants to at least 25 organizations of its own, and has at least 10 funders behind it.
All of them file Form 990, which never asks whether an organization funds only groups it picks, so there is no answer on record either way.
What that does not mean. It does not mean an application to any of them reaches this foundation's money. A private foundation's grant to a community foundation or a federated campaign is often a donor-advised fund or a gift designated for a purpose the foundation chose, and has nothing to do with any open programme the receiving organization runs. Its return's purpose text sometimes names a family fund or a designated purpose, which is the plainest case of money no applicant can reach; where it names none, neither return says which. The list is who this foundation paid that also makes grants. Whether any of them would fund you is a question for its own page.
| Grantmaker | Kind | State | Received | Grants | Years | Last | Only funds organizations it picks? |
|---|---|---|---|---|---|---|---|
| Boston Foundation Inc | community foundation | Massachusetts | $25,000 | 1 | 1 | 2022 | Its form does not ask |
| Cambridge Community Foundation | community foundation | Massachusetts | $17,000 | 3 | 3 | 2023 | Its form does not ask |
| Philanthropy Massachusetts Inc | federated giving programme | Massachusetts | $12,400 | 1 | 1 | 2021 | Its form does not ask |
| Boston Women's Fund Inc | grantmaking organization | Massachusetts | $1,000 | 1 | 1 | 2023 | Its form does not ask |
| Rodman for Kids Inc | grantmaking organization | Massachusetts | $1,000 | 1 | 1 | 2023 | Its form does not ask |
| Swim Across America Inc | grantmaking organization | North Carolina | $500 | 1 | 1 | 2024 | Its form does not ask |
A floor, not a full list. A grantmaker appears here only where this foundation's return named it clearly enough for us to match the name to an EIN, which we manage for about two thirds of 990-PF grant rows, and only where that grantmaker has a page on this site. There may be more. Dollars here are summed by EIN across every spelling on its returns, so a figure can differ from the matching row in the full list below, which groups names as written. And the IRS classification cannot tell a grantmaker from a funders' association or a donor-advised fund sponsor, so a payment to one of these may be dues or an account rather than support for a grants programme.
How big are its grants?
The median grant is $1,000. Half of everything it gave fell between $500 and $3,000; the smallest was $100 and the largest $225,800.
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 |
|---|---|---|---|---|---|
| Social Innovation Forum | Boston, MA | $630,494 | 4 | 4 | 2024 |
| Edvestors Inc | Boston, MA | $466,571 | 4 | 4 | 2024 |
| Skidmore College | Saratoga Springs, NY | $153,000 | 3 | 3 | 2024 |
| Fenway High School | Boston, MA | $50,000 | 1 | 1 | 2022 |
| Emerson College | Boston, MA | $35,500 | 3 | 3 | 2023 |
| Bikes Not Bombs | Jamaica Plain, MA | $28,000 | 3 | 3 | 2024 |
| Boston Foundation Inc | Boston, MA | $25,000 | 1 | 1 | 2022 |
| Mass Poetry | Roslindale, MA | $23,250 | 4 | 4 | 2024 |
| East Coast Greenway | Greenwich, CT | $20,000 | 1 | 1 | 2021 |
| Dwight Hall at Yale | New Haven, CT | $18,250 | 3 | 3 | 2024 |
| Northeastern University | Boston, MA | $18,200 | 1 | 1 | 2022 |
| Cambridge Community Foundation | Cambridge, MA | $17,000 | 3 | 3 | 2023 |
| Philantrophy Massachusetts | Boston, MA | $16,325 | 3 | 3 | 2024 |
| Appalachian Mountain Club | Boston, MA | $15,000 | 1 | 1 | 2022 |
| Wbur | Boston, MA | $14,500 | 2 | 2 | 2023 |
| Trinity Boston Connects | Boston, MA | $13,900 | 4 | 4 | 2024 |
| Bridges Homeward | Cambridge, MA | $13,000 | 3 | 3 | 2024 |
| Philanthropy Massachusetts | Boston, MA | $12,400 | 1 | 1 | 2021 |
| Neighbor 2 Neighbor | Fort Collins, CO | $11,000 | 2 | 2 | 2022 |
| Uaspire Inc | Boston, MA | $11,000 | 1 | 1 | 2022 |
| Yale Club of Boston | Old Saybrook, CT | $9,264 | 1 | 1 | 2024 |
| Cambridge Center for Adult Education | Cambridge, MA | $8,200 | 3 | 3 | 2023 |
| Boston Arts Academy Foundation | Boston, MA | $8,000 | 4 | 4 | 2024 |
| Health Law Advocates | Boston, MA | $8,000 | 3 | 3 | 2023 |
| The Nature Conservancy | Arlington, VA | $7,500 | 2 | 2 | 2023 |
| College for Social Innovation | Boston, MA | $7,250 | 2 | 2 | 2022 |
| The Avenue Concept | Providence, RI | $6,700 | 3 | 3 | 2024 |
| Colab High School STEM Career Collaboration | Watertown, MA | $6,000 | 2 | 2 | 2024 |
| WGBH | Boston, MA | $5,800 | 2 | 2 | 2023 |
| Yale University | New Haven, CT | $5,500 | 2 | 2 | 2022 |
| Bvm Capacity Building Institute Inc | Atlanta, GA | $5,200 | 1 | 1 | 2021 |
| Alliance for Youth Organizing | Washington, DC | $5,000 | 1 | 1 | 2021 |
| Arizona Center for Empowerment | Phoenix, AZ | $5,000 | 1 | 1 | 2021 |
| Boston Higher Education Resource | Boston, MA | $5,000 | 1 | 1 | 2022 |
| Family Nurturing Center | Medford, OR | $5,000 | 1 | 1 | 2023 |
| New Georgia Project Inc | Atlanta, GA | $5,000 | 1 | 1 | 2021 |
| Daily Table | Dorchester, MA | $4,600 | 3 | 3 | 2024 |
| Upper Valley Trails Alliance | Norwich, VT | $4,250 | 4 | 4 | 2024 |
| Huntington Theater Company | Boston, MA | $3,500 | 2 | 2 | 2022 |
| Institute for Contemporary Art | Boston, MA | $3,500 | 2 | 2 | 2023 |
| Shades Alumni Family Inc | Brockton, MA | $3,500 | 1 | 1 | 2024 |
| Appalachian Trail Conservatory | Harpers Ferry, WV | $3,400 | 3 | 3 | 2024 |
| United for a Fair Economy | Boston, MA | $3,200 | 3 | 3 | 2024 |
| Alzheimer's Association | Waltham, MA | $3,000 | 4 | 4 | 2024 |
| Cambridge Historical Society | Cambridge, MA | $3,000 | 1 | 1 | 2021 |
| Haus of Codec | Providence, RI | $3,000 | 1 | 1 | 2023 |
| Pef Israel Endowment Funds | New York, NY | $3,000 | 1 | 1 | 2024 |
| Utec | Lowell, MA | $3,000 | 1 | 1 | 2021 |
| Waypoint Adventure | Lexington, MA | $3,000 | 2 | 2 | 2023 |
| Adventure Cycling Association | Missoula, MT | $2,900 | 3 | 3 | 2024 |
| Block Island Conservancy Inc | Block Island, RI | $2,750 | 2 | 2 | 2024 |
| League of American Cyclists | Washington, DC | $2,610 | 4 | 4 | 2024 |
| High Spirit Community Farms | Cambridge, MA | $2,500 | 2 | 2 | 2023 |
| Institute for Policy Studies | Washingtion, DC | $2,500 | 3 | 3 | 2024 |
| Nurtury | Roxbury, MA | $2,500 | 2 | 2 | 2023 |
| Shades a Cappella Inc | New Haven, CT | $2,400 | 1 | 1 | 2023 |
| Block Island Health Services Inc | Block Island, RI | $2,250 | 3 | 3 | 2024 |
| Block Island Residents Association | Block Island, RI | $2,050 | 3 | 3 | 2024 |
| Boston Area Gleaners | Waltham, MA | $2,000 | 4 | 4 | 2024 |
| Cambridge Family and Children | Cambridge, MA | $2,000 | 1 | 1 | 2021 |
| Enviromental League of Ma | Boston, MA | $2,000 | 2 | 2 | 2023 |
| Environmental League of Ma | Boston, MA | $2,000 | 1 | 1 | 2021 |
| Silver Lining Mentoring | Boston, MA | $2,000 | 3 | 3 | 2023 |
| Yale Alumni Nonprofit Alliance | New Haven, CT | $2,000 | 2 | 2 | 2023 |
| Yale Nonprofit Alliance | New Haven, CT | $2,000 | 1 | 1 | 2021 |
| Special Olympics Ma | Marlborough, MA | $1,950 | 4 | 4 | 2024 |
| Gbh Foundation | New York, NY | $1,800 | 1 | 1 | 2021 |
| Arlington Eats | Arlington, MA | $1,750 | 2 | 2 | 2022 |
| Aane | Watertown, MA | $1,500 | 2 | 2 | 2022 |
| Boston Cyclists Union | Roxbury, MA | $1,500 | 2 | 2 | 2023 |
| Block Island Historical Society | New Shoreham, RI | $1,250 | 1 | 1 | 2021 |
| Cambridge Public Library Foundation | Cambridge, MA | $1,250 | 2 | 2 | 2022 |
| Block Island Medical Center | New Shoreham, RI | $1,200 | 1 | 1 | 2021 |
| Alternatives for Community & Environment | Roxbury, MA | $1,000 | 1 | 1 | 2021 |
| Arts Emerson | Boston, MA | $1,000 | 1 | 1 | 2024 |
| Block Island Club | Block Island, RI | $1,000 | 1 | 1 | 2023 |
| Boston Women's Fund | Cambridge, MA | $1,000 | 1 | 1 | 2023 |
| Cambridge Citizens Coalition | Cambridge, MA | $1,000 | 1 | 1 | 2023 |
| Camp Kesem National | Los Angeles, CA | $1,000 | 1 | 1 | 2021 |
| Challenge Aspen | Snowmass Village, CO | $1,000 | 1 | 1 | 2021 |
| Dissent Magazine | New York, NY | $1,000 | 1 | 1 | 2023 |
| Glad | Boston, MA | $1,000 | 1 | 1 | 2021 |
| Huntington Theatre Company Inc | Boston, MA | $1,000 | 1 | 1 | 2023 |
| Latinos for Education | Tustin, CA | $1,000 | 1 | 1 | 2021 |
| Mass Vote | Boston, MA | $1,000 | 1 | 1 | 2021 |
| Massachusetts General Hospital | Boston, MA | $1,000 | 1 | 1 | 2021 |
| Metro West Collaborative Development | Newtown, MA | $1,000 | 1 | 1 | 2024 |
| More Than Words | Waltham, MA | $1,000 | 2 | 2 | 2022 |
| My Rwa | Arlington, MA | $1,000 | 1 | 1 | 2021 |
| Rodman for Kids | Foxborough, MA | $1,000 | 1 | 1 | 2023 |
| Trustees of Reservations | Boston, MA | $1,000 | 1 | 1 | 2023 |
| United Makers Assoc of Boston | Boston, MA | $1,000 | 1 | 1 | 2023 |
| Prison Book Program | Quincy, MA | $750 | 2 | 2 | 2024 |
| Peabody Essex Museum | Salem, MA | $610 | 2 | 2 | 2023 |
| Community Therapeutic Day School | Lexington, MA | $600 | 2 | 2 | 2022 |
| 1ST Gen Yale Inc | Kearny, NJ | $500 | 1 | 1 | 2022 |
| ACLU | Boston, MA | $500 | 1 | 1 | 2021 |
| Big Sister Association of Greater Boston | Boston, MA | $500 | 1 | 1 | 2022 |
| Commonwealth Kitchen Inc | Dorchester, MA | $500 | 1 | 1 | 2021 |
| Empath Health | Lakewood Ranch, FL | $500 | 1 | 1 | 2023 |
| Federation for Children Wspecial Needs | Boston, MA | $500 | 1 | 1 | 2022 |
| Gbh | New York, NY | $500 | 1 | 1 | 2022 |
| Louis D Brown Peace Inst | Dorchester, MA | $500 | 1 | 1 | 2022 |
| Neue Gallerie | New York, NY | $500 | 1 | 1 | 2023 |
| Swim Across America | Charlotte, NC | $500 | 1 | 1 | 2024 |
| The Sportmen's Tennis and Enrichment Center | Dorchester, MA | $500 | 1 | 1 | 2023 |
| Urban Farming Institute | Mattapan, MA | $500 | 1 | 1 | 2021 |
| Yale Alumni Magazine | New Haven, CT | $450 | 4 | 4 | 2024 |
| Whitney Museum of American Arts | New York, NY | $300 | 1 | 1 | 2023 |
| Glbtq Legal Advocates & Defenders Inc | Boston, MA | $260 | 1 | 1 | 2024 |
| About Fresh | Boston, MA | $250 | 1 | 1 | 2021 |
| Agassiz Baldwin Community | Cambridge, MA | $250 | 1 | 1 | 2023 |
| Bunker Hill Community College Foundation Inc | Boston, MA | $250 | 1 | 1 | 2021 |
| Eastern Trail Alliance | Saco, ME | $250 | 1 | 1 | 2023 |
| Harvard University Office of Arts | Cambridge, MA | $250 | 1 | 1 | 2024 |
| Maud Morgan Arts | Cambridge, MA | $250 | 1 | 1 | 2021 |
| Rails to Trails | Washington, DC | $250 | 1 | 1 | 2021 |
| The Greater Boston Food Bank | Boston, MA | $250 | 1 | 1 | 2021 |
| Texas Freedom Network | Austin, TX | $200 | 1 | 1 | 2021 |
| The Food Project | Lincoln, MA | $200 | 1 | 1 | 2021 |
| History Cambridge | Cambridge, MA | $150 | 1 | 1 | 2022 |
| Inner City Weight Lifting | Cambridge, MA | $110 | 1 | 1 | 2021 |
| Ev Kids | Boston, MA | $100 | 1 | 1 | 2021 |
| Louis D Brown Peace Institute | Dorchester, MA | $100 | 1 | 1 | 2021 |
| St Ann's Home & School | Methuen, MA | $100 | 1 | 1 | 2021 |
52 of 125 (42%) 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 44%, 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, and this foundation told the IRS it does not.
What the money was for
Taken verbatim from the purpose field of its filings. This is the closest thing to a statement of what this foundation cares about, in its own words.
- Social Innovation Forum
Operations budget assistance
What kind of organizations it funds
By the activity category the IRS assigns each recipient, for the 139 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 | 75 | $342,410 | $1,000 |
| 2022 | 48 | $537,004 | $1,555 |
| 2023 | 59 | $451,656 | $1,000 |
| 2024 | 35 | $487,274 | $1,000 |
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
83% of its giving went to organizations in Massachusetts.
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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. Unlike this foundation, none of them is on record as funding only organizations it picks, and each page says what its filings show.
Related guides
Where these numbers come from
Everything above is taken from The Charlotte Foundation Inc'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: 100 High Street 27TH Floor, Boston, MA, 02110. This is the address the foundation gave the IRS.
EIN 04-3493343 · 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.