Skip to content
Charlton Foundation Inc at a glance

· Private foundation

Charlton Foundation Inc

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$33k
Granted FY2024still arriving
9
Grants FY2024still arriving
6
States reached
$10k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Health$98kEducation$29kRecreation & Sports$23kCrime & Legal$15kFood & Nutrition$13kArts & Culture$13kHuman Services$8kYouth Development$3kOther$0
02FY2024 · 9 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k7 grants · $13k
  • $10k–50k2 grants · $20k
$2,500
Median grant
6
States reached
$58k
Total assets
Largest grants
RecipientAmount
SOUTHERN DOCUMENTARY FUND$10,000
BUCKNELL UNIVERSITY$10,000
A SAFE PLACE INC$2,500
VERO BEACH ROWING$2,500
SENIOR RESOURCE ASSOCIATION$2,500
KEMPERSPORTS$2,500
COVENANT HOUSE NEW JERSEY$1,000
D&R GREENWAY LAND TRUST$1,000
TUNNELS TO TOWERS$1,000
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 (FY23–24, $6k) land where the poverty rate runs at 12%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%SENIOR RESOURCE ASSOCIATION: $3k → 12%COVENANT HOUSE NEW JERSEY: $1k → 16%SENIOR RESOURCES ASSOCIATION: $3k → 12%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

NY
MA
OR
PA
NJ
CT
NC
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.

78%of every dollar goes to organizations it has funded before.
$158k · 8 repeat orgs$44k to everyone else

Grantees it renews have grown median revenue +40% since the first grant, against +11% for those funded once.

8 repeat relationships: 3 still active in FY2024, 5 since wound down; 6 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

8
7

Total granted

$158k
$26k

Median revenue growth · since first grant

+40%
+11%

Still filing today

63%
43%

New vs renewed · share of each year

In FY2024, 45% of grant dollars renewed an existing relationship; $18k went to new ones.

50%100%’20’21’22’23’24
RenewedFirst-time

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

’20’21’22’23’24
EducationHuman ServicesCivil RightsHealthCrime & LegalArts & CultureOther
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

  • CC
    COMPASSION & CHOICES
    3× · 2021–2023 · $63k · revenue +40%
  • Bucknell University
    2× · 2023–2024 · $20k · revenue +12%
  • SH
    SANKATY HEAD FOUNDATION INC
    3× · 2020–2022 · $15k · revenue +94%

Funded once

  • CC
    CLEVELAND CLINIC INDIAN RIVER HOSPITAL FOUNDATION INC
    one grant, 2020 · $10k
  • SU
    SUSQUEHANNA UNIVERSITY
    one grant, 2023 · $5k · revenue +11%
  • WT
    WILLIAMSTOWN THEATRE
    one grant, 2023 · $3k
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
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

—
2
Saint Anselm College

Saint anselm is a catholic, benedictine college providing all of its students a distinctive liberal arts education that incorporates opportunities for professional and career preparation. it does so in a learning community that encourages…

Education
3
Stony Brook Surgical Associates University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
4
South Shore Charter School

The mission of south shore charter school is to cultivate students the tenacity, integrity, and curiosity needed to become innovative and socially responsible leaders, ready to face and solve the ever-changing challenges facing our…

Education
5
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
6
Stony Brook Internists University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
7
Stony Brook Urology University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
8
Union Health System

To serve our communities by provding innovative and compassionate healthcare.

Health
9
Atlantic University Inc

Provide post-secondary education of excellence.

Education
10
Salem Health Hospitals & Clinics

To support salem health, salem health west valley and related organizations.

—
11
Saint Andrew's School of Boca Raton Inc

Saint andrew's school is an independent school founded in the episcopal tradition. our mission is to build a community of learners, provide excellence in education, and nurture each student in mind, body, and spirit.

Education
12
Neurology Associates of Stony Brook University Faculty Practice Corp

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
How this is measured
The grantee most central to the portfolio’s shape is Bucknell University; the most unlike its peers is Covenant House New Jersey 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

14 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. 14 of the 21 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)
13/14
Grantees still filing
9/14
Grew since first funded

Where the money sits, by cause and then by grantee

COMPASSION & CHOICES: $62,500 · Civil RightsCOMPASSION & CHOICESSANKATY HEAD FOUNDATION INC: $15,000 · OtherSANKATY HEAD FOUNDATION INCA SAFE PLACE INC: $12,500 · OtherA SAFE PLACE INCSPACE ON RYDER FARM: $12,500 · OtherSPACE ON RYDER FARMCLEVELAND CLINIC INDIAN RIVER HOSPITAL FOUNDATION INC: $10,000 · OtherCLEVELAND CLINIC INDIAN RIVER HOSP…KEMPERSPORTS: $2,500 · OtherWILLIAMSTOWN THEATRE: $2,500 · OtherFIRST TEE MET NY: $2,500 · OtherA SAFE PLACE INC: $2,500 · Other+1 more: $1,000 · OtherBucknell University: $20,000 · EducationBucknell Universit…VERO BEACH ROWING INC: $5,000 · EducationVERO BEACH ROWING …SUSQUEHANNA UNIVERSITY: $5,000 · EducationSUSQUEHANNA UNIVER…ST LUKE'S SCHOOL: $2,500 · EducationST LUKE'S SCHOOL+1 more: $1,000 · EducationThe Michael Wolk Heart Foundation Inc: $25,000 · HealthThe Michael Wo…SOUTHERN DOCUMENTARY FUND: $10,000 · Arts & CultureSenior Resource Association Inc: $5,000 · Human ServicesCOVENANT HOUSE NEW JERSEY INC: $1,000 · Human ServicesSANDY HOOK PROMISE FOUNDATION: $2,500 · Crime & LegalD&R GREENWAY LAND TRUST INC: $1,000 · Environment
Civil Rights$62,500Other$61,000Education$33,500Health$25,000Arts & Culture$10,000Human Services$6,000Crime & Legal$2,500Environment$1,000

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

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetCOMPASSION & CHOICES: $62,500 over 3y, 0.3% of budgetThe Michael Wolk Heart Foundation Inc: $25,000 over 3y, 19% of budgetBucknell University: $20,000 over 2y, 0.0% of budgetSANKATY HEAD FOUNDATION INC: $15,000 over 3y, 0.3% of budgetSOUTHERN DOCUMENTARY FUND: $10,000 over 1y, 0.7% of budgetVERO BEACH ROWING INC: $5,000 over 2y, 0.4% of budgetSUSQUEHANNA UNIVERSITY: $5,000 over 1y, 0.0% of budgetSenior Resource Association Inc: $5,000 over 2y, 0.0% of budgetA SAFE PLACE INC: $2,500 over 1y, 0.1% of budgetSANDY HOOK PROMISE FOUNDATION: $2,500 over 1y, 0.0% of budgetST LUKE'S SCHOOL: $2,500 over 1y, 0.0% of budgetCOVENANT HOUSE NEW JERSEY INC: $1,000 over 1y, 0.0% of budgetD&R GREENWAY LAND TRUST INC: $1,000 over 1y, 0.0% of budgetSTEPHEN SILLER TUNNEL TO TOWERS FOUNDATION: $1,000 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.

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.

Morgan Stanley Global…The Bank of America C…National Philanthropi…Vanguard Charitable E…Donor Advised Charita…Fidelity Investments …Amazonsmile Foundation
Morgan Stanley Global Impact Funding Trust IncIN12.1× affinity6 shared granteesties to 6 of 6Hover any node to trace its alignments.Compare side by side →

Open a dossier: Morgan Stanley Global Impact Funding Trust Inc · The Bank of America Charitable Foundation Inc · National Philanthropic Trust · 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 Charlton Foundation Inc funds: left to right is the share of its income from government, bottom to top the share from Charlton Foundation Inc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 20%1%5%11%20%funder's share of their income ↑0%13%25%38%50%share of the org’s income from government →median 34%
  • A Safe Place Inc: 45% of income from government
  • Covenant House New Jersey Inc: 34% of income from government
  • D&r Greenway Land Trust Inc: 9% of income from government
  • Sandy Hook Promise Foundation: 0% of income from government
no gov moneyreceives it· size = income
2get no government money at all
1report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–50%
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.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Charlton Foundation Inc?

Find your warmest path to Charlton Foundation Inc through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

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 21 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Charlton’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home