Charter Oak Foundation
Charter Oak Foundation is a private foundation, based in WEST SIMSBURY, CT. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 17 grants totaling $101K. Net investment income was $91K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.4M
-5.4% YoY
Annual Giving
$101K
+34.7% YoY
Grant Count
17
+6.3% YoY
Avg Grant Size
$6K
+26.7% YoY
Under IRS private-foundation payout rules, Charter Oak Foundation reported a distributable amount of $69K for 2025 — the minimum it must pay out in qualifying distributions.
About Charter Oak Foundation
Based on IRS filings
Charter Oak Foundation is a private foundation, based in WEST SIMSBURY, CT. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 17 grants totaling $101K. Net investment income was $91K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,354,618 | $1,431,367 | $1,359,435 |
| Revenue | $109,531 | $60,192 | $-48,262 |
| Expenses | $144,568 | $119,003 | $106,535 |
| Qualifying Distributions | $123,007 | $100,556 | $88,049 |
| Net Investment Income | $91,035 | $40,384 | $11,094 |
| Distributable Amount | $68,585 | $66,154 | $69,340 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
77 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Sg United Foundation ($10,000), Youth Outlook ($10,000), Kitchen Garden Project Inc Garden-raised Bounty ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| COMPASS FOR KIDS INC SPRINGFIELD, IL | GENERAL SUPPORT | $5,000 |
| FAMILY MATTERS INC CHICAGO, IL | GENERAL SUPPORT | $5,000 |
| LAUREL HOUSE INC STAMFORD, CT | GENERAL SUPPORT | $4,000 |
| SG UNITED FOUNDATION YORK, ME | GENERAL SUPPORT | $10,000 |
| TRINITY ACADEMY OF HARTFORD HARTFORD, CT | GENERAL SUPPORT | $5,000 |
| VERA COURT NEIGHBORHOOD CENTER MADISON, WI | COMMUNITY SUPPORT | $5,000 |
| YOUR MOVE MKE MILWAUKEE, WI | GENERAL SUPPORT | $5,000 |
| YOUTH OUTLOOK NAPERVILLE, IL | GENERAL SUPPORT | $10,000 |
| ERINS ANGELS OF CNY INC PHOENIX, NY | GENERAL SUPPORT | $5,000 |
| KITCHEN GARDEN PROJECT INC GARDEN-RAISED BOUNTY OLYMPIA, WA | GENERAL SUPPORT | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CYNTHIA G MARSH | PRESIDENT | 1 | $2,200 |
| ELIZABETH LANE | VICE PRESIDENT | 1 | $2,200 |
| ANDREW MARSH | TREASURER | 1 | $2,200 |
| LUISA K GERASIMO | DIRECTOR | 1 | $2,200 |
| ALLISON MARSH ABBOTT | SECRETARY | 1 | $2,200 |
| MEGAN JACKSON | DIRECTOR | 1 | $2,200 |
| ELIZABETH MARSH | DIRECTOR | 1 | $2,200 |
| MARLON GOULBOURNE | DIRECTOR | 1 | $2,200 |
Frequently Asked Questions
How large is Charter Oak Foundation?
As of 2025, Charter Oak Foundation holds $1.4M in total assets with $110K in annual revenue. It awarded 17 grants totaling $101K in 2025.
Where does Charter Oak Foundation operate?
Charter Oak Foundation has awarded grants in Arizona, California, Connecticut, Florida, Illinois, Massachusetts, Maine, Minnesota, New York, Ohio, Oregon, Tennessee, Texas, Virginia, Washington, Wisconsin.
What size grants does Charter Oak Foundation award?
In 2025, Charter Oak Foundation awarded 17 grants totaling $101K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Charter Oak Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Charter Oak Foundation reported a distributable amount of $69K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Charter Oak Foundation's EIN?
Charter Oak Foundation's EIN (Employer Identification Number) is 95-2264158. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Charter Oak Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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