Charter Oak Foundation
Accepts applications
Charter Oak Foundation is a private foundation in West Simsbury, Connecticut. In tax year 2024 it gave $101,000 in 17 grants; the typical grant was $5,000 and the largest $10,000. It accepts applications; its filing gives the instructions below.
From its IRS Form 990-PF for tax year 2024.
- Grants paid, 2024$101,000
- Number of grants17
- Typical grant$5,000
- Largest grant$10,000
- Assets$1.4 million
- New grantees65%
Giving in 2024 was up from $75,000 the year before.
65% of its 2024 grantees had not received a grant from it the year before, a sign it is open to new organizations.
Giving by year
| Tax year | Grants paid | Number of grants | Assets |
|---|---|---|---|
| 2023 | $75,000 | 16 | $1.4 million |
| 2024 | $101,000 | 17 | $1.4 million |
How to apply
| Contact | Board of Directors 48 Fox Den Road, West Simsbury, CT 06092 |
|---|---|
| Phone or email | (860) 212-2900, cynthia@charteroakfoundation.com |
| What to submit | Applications should be submitted in writing and should include: 1)your organization's name, age, mission statement, and web address (if applicable); 2) a statement indicating what funding you are requesting and how the monies would be used if granted; 3) the names and titles of your board members; 4) the name of the contact person for directing questions; 5) a clear copy of your IRS form 501(c)3; 6) a copy of your most recent budget. |
| Deadlines | Applications are reviewed bi-annually |
| Restrictions | 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. |
Foundation website IRS filings on ProPublica
What Charter Oak Foundation funds
Where it gives
Its grants went to recipients in 11 states, the most to Illinois.
| State | Grants | Amount |
|---|---|---|
| Illinois | 3 | $20,000 |
| Minnesota | 2 | $15,000 |
| Connecticut | 3 | $14,000 |
| Wisconsin | 2 | $10,000 |
| Maine | 1 | $10,000 |
| Washington | 1 | $10,000 |
| New York | 1 | $5,000 |
| Ohio | 1 | $5,000 |
| Oregon | 1 | $5,000 |
| Tennessee | 1 | $5,000 |
Grants paid in 2024
| Recipient | Purpose | Amount |
|---|---|---|
| SG United Foundation | General support | $10,000 |
| Youth Outlook | General support | $10,000 |
| Kitchen Garden Project Inc Garden-Raised Bounty | General support | $10,000 |
| Queerspace Collective | General support | $10,000 |
| Compass for Kids Inc | General support | $5,000 |
| Family Matters Inc | General support | $5,000 |
| Trinity Academy of Hartford | General support | $5,000 |
| Vera Court Neighborhood Center | Community support | $5,000 |
| Your Move Mke | General support | $5,000 |
| Erins Angels of Cny Inc | General support | $5,000 |
| Abc House Inc | General support | $5,000 |
| Winning Ways Inc | General support | $5,000 |
| Read to Achieve | General support | $5,000 |
| Minnesota Transportation Museum Inc | General support | $5,000 |
| Heavenward Farm Horsemanship Inc | General support | $5,000 |
| Laurel House Inc | General support | $4,000 |
| Soar and Elevate | General support | $2,000 |
Officers and trustees
- Cynthia G Marsh
- Elizabeth Lane
- Andrew Marsh
- Luisa K Gerasimo
- Allison Marsh Abbott
- Megan Jackson
- Elizabeth Marsh
- Marlon Goulbourne
Questions people ask
Does Charter Oak Foundation accept grant applications?
Yes. Its latest IRS filing says it accepts applications, with this on deadlines: Applications are reviewed bi-annually.
How much does Charter Oak Foundation give?
$101,000 in tax year 2024, across 17 grants, with a typical grant of $5,000.
Who runs Charter Oak Foundation?
Its 2024 filing lists Cynthia G Marsh (President), Elizabeth Lane (Vice President), Andrew Marsh (Treasurer) and Luisa K Gerasimo (Director) among 8 officers and trustees.
What does Charter Oak Foundation fund?
Based on its grants, mainly youth programs.