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· Private foundation

Charles Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$107k
Granted FY2019
13
Grants FY2019
6
States reached
$22k
Largest

Read this first · the figures below need context

80% of Charles Foundation’s FY2025 grant dollars went to Community Foundation Of Acadiana, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2025 names 0 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2019, the last year Charles Foundation named its own grantees at scale: 8 organizations, $107k. It is dated, not current.

Organizations named directly on the return

8
’17
6
’18
8
’19
8
’20
0
’21
1
’22
0
’23
0
’24
0
’25

Amber years are those where most dollars went to a sponsor.

01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Environment$2.2MPhilanthropy$1.3MHealth$90kEducation$75kHuman Services$29kAnimals$21kReligion$20kYouth Development$17kOther$0
02FY2019 · 13 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2019

  • Under $10k9 grants · $35k
  • $10k–50k4 grants · $72k
$5,000
Median grant
6
States reached
$25k
Total assets
Largest grants
RecipientAmount
Community Foundation of Jackson Hole$21,500
CommFoundation of Acadiana St Paul's Church$20,000
Leukemia and Lymphoma Society$20,000
Woodberry Forest School$10,000
Friends of Warner Park$5,000
University of the South$5,000
Boys and Girls Club of Lafayette LA$5,000
Land Trust for Tennessee$5,000
Delta Waterfowl Foundation$4,500
Hero Hunts$4,000
Ensworth School$2,500
Peabody College at Vanderbilt$2,500
Big Brothers Big Sisters of Middle TN$1,500
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–20, $16k) land where the poverty rate runs at 21%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%Hero Hunts: $4k → 21%Hero Hunts: $4k → 21%Hero Hunts: $4k → 21%Hero Hunts: $4k → 21%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

ND
NY
WY
PA
VA
TN
LA
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

27%of every dollar goes to organizations it has funded before.
$673k · 14 repeat orgs$1.8M to everyone else

14 repeat relationships: 10 still active in FY2019, 4 since wound down; 8 grantees were first funded in FY2019 (too recent to call). Read against FY2019, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

14
2

Total granted

$673k
$15k

Median revenue growth · since first grant

+47%
+55%

Still filing today

50%
50%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
EducationHealthEnvironmentAnimalsHuman ServicesYouth DevelopmentOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • BC
    BLOOD CANCER UNITED INC
    4× · 2017–2020 · $80k · revenue +4%
  • WF
    WOODBERRY FOREST SCHOOL
    4× · 2017–2020 · $40k · revenue +47%
  • TL
    THE LAND TRUST FOR TENNESSEE INC
    4× · 2017–2020 · $20k · revenue +36%

Funded once

  • LH
    LSU Health- Dept of Psychiatry
    one grant, 2018 · $10k
  • RE
    ROSSVIEW ELEMENTARY PTOgraduated
    one grant, 2017 · $5k · revenue +55%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
The Northern Michigan University Foundation

The nmu foundation will establish and foster relationships to generate resources that benefit the strategic goals of northern michigan university.

Education
2
Vanderbilt University

See Disclosure Above.

Education
3
Community Foundation of Greater Memphis Inc

The community foundation is a philanthropic organization that manages charitable funds with a broad base of donors to benefit the areas of western tennessee, eastern arkansas, and northern mississippi. since 1969, the community foundation…

Philanthropy
4
Conway Hospital Foundation Inc

The conway hospital foundation is a not-for-profit corporation established in 1988 as a charitable organization to provide support to conway hospital in its effort to fullfill its mission and goals. (see schedule o) description of…

Health
5
Central Indiana Corporate Partnership Inc

Central indiana corporate partnership (cicp) is an alliance of indiana's business and research university leaders coming together to foster long-term prosperity for the region. cicp's mission is to transform the economy of indiana in order…

Community Improvement
6
Washburn University Foundation

The Foundation was created to assist in the promotion, development and enhancement of the financial resources for Washburn University of Topeka, as well as to receive and hold in trust any assets given in benefit of the University.

Education
7
The Peak School

The peak school seeks to ignite a passion for learning, to develop students of diverse talents and backgrounds who think critically and act with integrity, and to graduate compassionate, confident, capable students who will embrace their…

Education
8
University of Virginia Foundation

To provide administrative services to university of virginia (university) entities, university associated organizations, or other entities involved in activities which support the university. to engage in matters pertaining to real…

Education
9
The University of Toledo Foundation

The mission of the university of toledo foundation is to secure the future for the university of toledo, through prudent asset management and philanthropy. we build strong linkages between alumni and the university, fostering a spirit of…

Education
10
Hillbrook School

Hillbrook provides an extraordinary educational experience that fosters a love of learning in our students and helps them to develop the knowledge, skills and confidence to achieve their highest individual potential in school and in life.…

Education
11
Silicon Schools Fund Inc

The mission of the silicon schools fund is to improve education through supporting the launch of excellent new schools, improving academic instruction in existing schools, and by funding some of the boldest innovations in education…

Education
12
Cedar Valley United Way

Uniting our community to empower individuals and families to thrive.

Philanthropy
How this is measured
The grantee most central to the portfolio’s shape is The Community Foundation of Middle Tennessee Inc; the most unlike its peers is Blood Cancer United Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

13 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 13 of the 27 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
12/13
Grantees still filing
11/13
Grew since first funded

Where the money sits, by cause and then by grantee

Community Foundation of Jackson Hole - Live Oak Fund: $632,000 · OtherCommunity Foundation of Jackson Hole - Live Oak FundCommunity Foundation of Acadiana - Beckychaux Fund: $632,000 · OtherCommunity Foundation of Acadiana - Beckychaux FundNPT - JP Morgan - Magnolia Fund: $226,400 · OtherNPT - JP Morgan - Magnolia FundCommunity Foundation of Acadiana - Charles and Abbey Payne Fund: $126,400 · OtherCommunity Foundation of Acadiana - Charles and Abbey Payne FundNPT - JP Morgan - Payne Family Charitable Fund: $126,400 · OtherNPT - JP Morgan - Payne Family Charitable FundCommunity Foundation of Middle TN - Riverside House Fund: $126,400 · OtherCommunity Foundation of Middle TN - Riverside House FundSchwab Charitable - 909 Charitable Fund: $126,400 · OtherSchwab Charitable - 909 Charitable FundNPT - JP Morgan - Payne Family Char: $100,000 · OtherSchwab Charitable - 909 Charitable: $100,000 · Other+5 more: $70,000 · OtherCommunity Foundation of Acadiana: $600,000 · PhilanthropyCommunity Foundation of AcadianaCOMMUNITY FOUNDATION OF JACKSON HOLE: $593,000 · PhilanthropyCOMMUNITY FOUNDATION OF JACKSON HOLETHE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE INC: $100,000 · PhilanthropyTHE COMMUNITY FOUNDATION OF MIDDLE TEN…BLOOD CANCER UNITED INC: $80,000 · HealthWOODBERRY FOREST SCHOOL: $40,000 · Education232-HELP INC: $12,500 · EducationUNIVERSITY OF THE SOUTH: $10,000 · EducationTHE ENSWORTH SCHOOL: $10,000 · EducationROSSVIEW ELEMENTARY PTO: $5,000 · EducationTHE LAND TRUST FOR TENNESSEE INC: $20,000 · EnvironmentDelta Waterfowl Foundation: $18,000 · AnimalsHERO HUNTS INC: $16,000 · Human ServicesBIG BROTHERSBIG SISTERS OF MIDDLE TN: $1,500 · Youth Development
Other$2,266,000Philanthropy$1,293,000Health$80,000Education$77,500Environment$20,000Animals$18,000Human Services$16,000Youth Development$1,500

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetCommunity Foundation of Acadiana: $600,000 over 4y, 0.6% of budgetCOMMUNITY FOUNDATION OF JACKSON HOLE: $593,000 over 8y, 0.3% of budgetTHE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE INC: $100,000 over 4y, 0.1% of budgetBLOOD CANCER UNITED INC: $80,000 over 4y, 0.0% of budgetWOODBERRY FOREST SCHOOL: $40,000 over 4y, 0.0% of budgetTHE LAND TRUST FOR TENNESSEE INC: $20,000 over 4y, 0.2% of budgetDelta Waterfowl Foundation: $18,000 over 4y, 0.1% of budgetHERO HUNTS INC: $16,000 over 4y, 18% of budget232-HELP INC: $12,500 over 3y, 0.7% of budgetUNIVERSITY OF THE SOUTH: $10,000 over 2y, 0.0% of budgetTHE ENSWORTH SCHOOL: $10,000 over 4y, 0.0% of budgetROSSVIEW ELEMENTARY PTO: $5,000 over 1y, 13% of budgetBIG BROTHERSBIG SISTERS OF MIDDLE TN: $1,500 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds Community Foundation of Acadiana ↗
  • Who funds COMMUNITY FOUNDATION OF JACKSON HOLE ↗
  • Who funds THE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE INC ↗
  • Who funds BLOOD CANCER UNITED INC ↗
  • Who funds WOODBERRY FOREST SCHOOL ↗
  • Who funds THE LAND TRUST FOR TENNESSEE INC ↗
  • Who funds Delta Waterfowl Foundation ↗
  • Who funds HERO HUNTS INC ↗
  • Who funds 232-HELP INC ↗
  • Who funds UNIVERSITY OF THE SOUTH ↗
  • Who funds THE ENSWORTH SCHOOL ↗
  • Who funds ROSSVIEW ELEMENTARY PTO ↗
  • Who funds BIG BROTHERSBIG SISTERS OF MIDDLE TN ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

American Endowment FoundationOH9.7× affinity4 shared granteesties to 5 of 5Hover any node to trace its alignments.Compare side by side →

Open a dossier: American Endowment Foundation · The Bank of America Charitable Foundation Inc · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Charles Foundation funds: left to right is the share of its income from government, bottom to top the share from Charles Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%10%20%30%40%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    4report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–40%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 27 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2019, released 2019. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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