How much did CHARLESBANK HOMES grant in FY2025?

A cause breakdown isn’t shown here: 56% of CHARLESBANK HOMES’s grantee dollars go to organizations outside the IRS cause taxonomy (common for large international and research funders), so a chart would be mostly “unclassified” and misrepresent the portfolio.

02beneath the categories

Past the labels — and the year it shifted

Beneath the NTEE codes, this is what the grant descriptions actually say.

…and in their own words, year by year

2021

boston neighborhoodcorpsouthrenovationconstructionhumanity greaterhabitat humanity

2022

corprenovationbayconstructionhabitat humanityhousing

2023

humanity greaterrenovationconstructionhabitat humanity

2024

repairs renovationssouthconstructionhabitat humanityhousing

2025

construct bedroomconvertunits homelessdevelopbuildingrenovate bedroomconstruct unit

Words distinctive to each year’s grant purposes (TF-IDF) · event-driven terms in cyan.

03FY2025 · 20 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2025

$10k–50k2 grants · $50k
$50k–250k18 grants · $1.0M

$50,000

Median grant

States reached

$21M

Total assets

Largest grants

BOSTON NEIGHBORHOOD COMMUNITY LAND TRUST$75,000
COMMUNITY ACTION FOR BETTER HOUSING$75,000
NOAH$75,000
COMMUNITY TEAM WORK$75,000
THE HAVEN PROJECT$57,500
THE NEIGHBORHOOD DEVELOPERS$50,000
FATHER BILL'S AND MAINSPRING$50,000
OLD COLONY HABITAT FOR HUMANITY$50,000
HABITAT FOR HUMANITY NORTH CENTRAL MA$50,000
FAMILY AID$50,000
HABITAT FOR HUMANITY CAPE COD$50,000
HABITAT FOR HUMANITY SOUTH SHORE$50,000
HABITAT FOR HUMANITY GREATER LOWELL$50,000
COMMONWEALTH LAND TRUST$50,000
PLANNING OFFICE FOR URBAN AFFAIRS$50,000

02The need

Do your dollars go where the need is?

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

show:

Your human-services grants (FY21–24, $332k) land where the poverty rate runs at 10% — the area typically sits at 8%. 100% of those dollars reach neighborhoods with above-average need. Most of your grants land in higher-need ZIPs.

grant to an above-average-need area below average· circle size = grant amount

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; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA, United Way ALICE — shown as context about the area, never attributed to your giving.

03Your edge

repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

52%of every dollar goes to organizations you’ve funded before.

$2.8M · 20 repeat orgs$2.6M to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +134% since the first grant, against +85% for the ones you funded once.

20 repeat relationships — 10 still active in FY2025, 10 since wound down; 10 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

Total granted

$2.8M

$2.0M

Median revenue growth · since first grant

+134%

+85%

Still filing today

70%

53%

New vs renewed · share of each year

In FY2025, 47% of grant dollars renewed an existing relationship; $558k went to new ones.

RenewedFirst-time

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

Housing & ShelterHuman ServicesHealthCommunity ImprovementReligionArts & CultureOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). 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

HALEY HOUSE INC
3× · 2021–2025 · $150k · revenue +182%
SB
SOUTHWEST BOSTON COMMUNITY DEVELOPMENT CORP
2× · 2021–2022 · $150k · revenue +195%
WC
WORCESTER COMMON GROUND
2× · 2023–2025 · $150k · revenue +64%

Funded once

AK
ABBY KELLY FOSTER HOUSE
one grant, 2024 · $100k
CC
CATHOLIC CHARITIES OF WORCESTER
one grant, 2024 · $100k
NEWVUE COMMUNITIESgraduated
one grant, 2023 · $76k · revenue +177%

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

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

Massachusetts Affordable Housing

Massachusetts affordable housing alliance, inc. (maha) breaks down barriers facing first-time and first-generation home buyers and owners through education, counseling, advocacy, and grassroots organizing.

Housing & Shelter

Neighborhood Housing Services of the

To provide neighborhood revitalization and affordable housing in southeastern massachusetts.

Housing & Shelter

Habitat for Humanity - Central Berkshire

Cbhfh, an affordable housing developer who brings people together to build homes, communities and hope. cbhfh partners with low and moderate income families to build and rehabilitate simple, decent, energy efficient homes for home…

Housing & Shelter

Worcester Comm Housing Resource Inc

Our mission is to help create and preserve affordable housing and to initiate and support neighborhood revitalization in the greater Worcester area.

—

House of Hope Housing Inc

To promote improved social and economic conditions of families who are or who have recently been homeless; to promote, develop, and manage affordable housing for families and to assist in carrying out the charitable purpose of house of…

Housing & Shelter

South Boston Neighborhood

Management of affordable housing & rehabilitation & construction of affordable housing.

Housing & Shelter

Habitat for Humanity - North Shore Inc

Habitat for humanity - north shore, inc. is dedicated to building and renovating simple, decent, affordable housing in partnership with people in need of adequate shelter.

—

Tenants Development Corporation

To provide housing to low and moderate income residents of boston, ma.

Housing & Shelter

Community Housing Partnership

Providing affordable housing to underserved communities locally and around the world.

Housing & Shelter

Massachusetts Fair Housing Center Inc

Mfhc is committed to ending systemic housing discrimination and creating inclusive communities through education, outreach, advocacy, housing counseling and enforcement.

Housing & Shelter

Newvue Affordable Housing Corporation

Newvue affordable housing corporation is a nonprofit organization that develops and provides affordable housing to low and moderate income households in north central massachusetts.

—

Capital Area Housing Partnership

Develops neighborhoods with a focus on affordable housing, homeownership, and financial security.

Housing & Shelter

For reference, the grantee most central to the portfolio’s shape is Bread & Roses Housing Inc and the most unlike its peers is South Middlesex Opportunity Council Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

Your grantees are a median of 39 years old; the field is 17. You back the established end — and your money leans older still.

The field is 20% startups (under 5 years old) — 3% of your grantees by number, and just 3% of your money.

Closures · last 5 years

The orgs you fund almost never close — 3% lost their exemption, against 10% of the field you don’t fund.

orgs you fund

3%1/39

the rest of the field

10%

2,086/21,227

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

05the grantee network

39 grantees, every filing reconciled, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

39/39

Grantees still filing

35/39

Grew since you first funded

Where your money sits — by cause, then by grantee

Other$2,976,678Housing & Shelter$1,670,190Human Services$332,000Community Improvement$150,000Health$79,669Religion$75,000Arts & Culture$50,000

Each org by its size and your share of it — top-left is where you’re load-bearing

Go grantee by grantee — a decade per org, and how each moved after you funded them

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

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

United Way Of Massachusetts Bay IncMA50× affinity22 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: United Way Of Massachusetts Bay Inc · Eastern Bank Foundation · Boston Foundation Inc · Rockland Trust Charitable Foundation · Cummings Foundation Grants Inc (Fka Oneworld Boston Inc) · Amelia Peabody Charitable Fund Trust · Massachusetts Bankers Association · Td Charitable Foundation · Salem Five Charitable Foundation Inc · The Harborone Foundation · Agnes M Lindsay Trust · Essex County Community Foundation Inc

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organisation CHARLESBANK HOMES funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.

2024

’20’21’22’23’24

no gov moneyreceives it· size = income

13get no government money at all

0rely on government for over half their income

typical government reliance, FY20–24

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. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not 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 12–24 months.

05Through Plinth

Through Plinth

Your grantmaking, live and operational

This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: NORTHERN BERKSHIRE HABITAT FOR HUMANITY.

Agentic due diligence · confidence × risk

Financial management

low risk

~47 months of operating runway; revenue grew over 7 filed years.

Track record & reputation

low risk

7 years of Form 990 filings, still active; revenue up +57% since.

Legal standing

low risk

US 501(c)(3); EIN 043092658 on file with current IRS Form 990 filings.

Governance

Live in Plinth

Board composition & governance documents — verified live in Plinth from the applicant.

Compliance & sanctions

Live in Plinth

OFAC / UN sanctions screening — run live in Plinth at assessment.

Program capacity

Live in Plinth

Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.

Live · Plinth’s real DD engine

Run the actual assessment on NORTHERN BERKSHIRE HABITAT FOR HUMANITY, cold from public data.

Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.

Post-award monitoring · continuous checks

On trackFinancial stability— Roughly 47 months of cash on hand.
On trackSustained operations— Filing through 2025; revenue grew over the period.
On trackReliance on your funding— Your grants peaked at 16% of their budget — diversified.
Awaiting reportEvidence of delivery— Plinth collects the grantee's own monitoring reports post-award.

What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.

Agentic due diligenceMonitoring dashboardsCustom board reportsEligibility routing

Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.

Warm introductions · Powered by PlinthPro

How do I get to Charlesbank Homes?

Find your warmest path to Charlesbank Homes through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.

Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.

CHARLESBANK HOMES

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

39 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to Charlesbank Homes?

More from the funding graph

CHARLESBANK HOMES

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

39 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to Charlesbank Homes?

More from the funding graph