How much did CHARTER OAK FOUNDATION grant in FY2025?

Human Services$111kYouth Development$106kEducation$57kHealth$42kFood & Nutrition$30kCommunity Improvement$28kCrime & Legal$21kCivil Rights$10kHousing & Shelter$6kOther$173k

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

2019

trainingat-risk youthnonviolence

2020

literacytrainingat-risk youthnonviolence

2021

—

2022

girlscompasskids

2023

hope

2024

hope

2025

—

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

03FY2025 · 17 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2025

Under $10k13 grants · $61k
$10k–50k4 grants · $40k

$5,000

Median grant

States reached

$1.4M

Total assets

Largest grants

YOUTH OUTLOOK$10,000
KITCHEN GARDEN PROJECT INC GARDEN-RAISED BOUNTY$10,000
QUEERSPACE COLLECTIVE$10,000
SG UNITED FOUNDATION$10,000
TRINITY ACADEMY OF HARTFORD$5,000
READ TO ACHIEVE$5,000
COMPASS FOR KIDS INC$5,000
MINNESOTA TRANSPORTATION MUSEUM INC$5,000
ABC HOUSE INC$5,000
WINNING WAYS INC$5,000
HEAVENWARD FARM HORSEMANSHIP INC$5,000
FAMILY MATTERS INC$5,000
VERA COURT NEIGHBORHOOD CENTER$5,000
YOUR MOVE MKE$5,000
ERINS ANGELS OF CNY INC$5,000

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 (FY19–25, $111k) land where the poverty rate runs at 13% — the area typically sits at 10%. 95% 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.

62%of every dollar goes to organizations you’ve funded before.

$363k · 23 repeat orgs$220k to everyone else

23 repeat relationships — 8 still active in FY2025, 15 since wound down; 9 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

Total granted

$363k

$168k

Median revenue growth · since first grant

+65%

+92%

Still filing today

78%

66%

New vs renewed · share of each year

In FY2025, 49% of grant dollars renewed an existing relationship; $52k went to new ones.

RenewedFirst-time

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

Human ServicesYouth DevelopmentEducationHealthCrime & LegalCommunity ImprovementOther

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

YL
YOUNG LIVES REDEEMED
4× · 2018–2021 · $27k · revenue +772%
IF
INNOVATORS FOR PURPOSE
5× · 2019–2023 · $25k · revenue +756%
HM
HEALING MEALS FOUNDATION
4× · 2021–2024 · $25k · revenue +459%

Funded once

TL
THE LUCY PROJECTgraduated
one grant, 2023 · $8k · revenue +405%
TA
THE ADVOT PROJECTgraduated
one grant, 2022 · $6k · revenue +456%
AG
APNA GHAR INCgraduated
one grant, 2022 · $6k · revenue +247%

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.

Triple Threat Mentoring

Our mission is to increase opportunities for youth of color to prosper through mentorship motivation and guidance helping them transition into young adults with purpose. Our main activities are providing one on one and group mentoring to…

Youth Development

Urban Hope Inc

To improve the lives of inner-city youth we provide free of cost after-school program.

Youth Development

Youth Activism Project

The Youth Activism Project teaches teens movement-building skills to make policy impact at all levels of government. We envision a world in which youth activism is the norm, not the exception. We know that even though many young people are…

Youth Development

Advocacy Unlimited Inc

Advocacy Unlimited is a CT based peer-led organization providing education, advocacy, and support to promote individual growth, human rights, and systems transformation in areas of mental health, addiction, and trauma.

Human Services

Chicago Youth Programs Inc

Tutoring and mentoring programs for inner city youth.

—

Iurban Teen

Our mission is to build an educational community rooted in trust, empowerment, inclusivity, and community and to see all historically excluded students succeed in our programs and their long-term life goals.

Education

Youth Care Inc

To transform the lives of children, adults, and families impacted by mental health, trauma and intellectual disabilities. Our goal is to change problematic and systematic behaviors and thinking to provide a positive outcome for…

Human Services

Hearts and Homes for Youth Inc

To help troubled children and youth who are abused, neglected or runaways, become independent productive adults. to fulfill this mission, hhy provides a broad spectrum of educational, residential, independent living and mental health…

Human Services

Los Angeles Youth Network

Youth Emerging Stronger (YES) empowers young people, between ages of 12 and 24 within Los Angeles County, including but not limited to run-away and homeless youth. YES mission is to end homelessness one youth at a time to become…

Human Services

Outreach Teen and Family Services Inc

Outreach Teen & Family Services promotes and provides empathetic, personal, accessible and affordable mental health counseling and wellness programs for children and families. Our children ages range from 5-21 and we provide valuable…

Human Services

Youth Guidance

Youth Guidance creates and implements school-based programs that enable children to overcome obstacles, focus on their education and, ultimately, to succeed in school and in life.

Education

One for One Chicago

One For One is a non-profit organization supporting teens living in Chicago neighborhoods with high rates of violent crime and joblessness. For more than a decade, our organization has been dedicated to breaking the cycle of violence by…

Youth Development

For reference, the grantee most central to the portfolio’s shape is Safe Place for Youth Inc and the most unlike its peers is A Promise to Jordan. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side

Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 15 years old; the field is 16. You back the younger end — and your money leans older still.

The field is 22% startups (under 5 years old) — 6% of your grantees by number, and just 2% of your money.

Closures · last 5 years

The orgs you fund almost never close — 0.0% lost their exemption, against 11% of the field you don’t fund.

orgs you fund

0.0%0/56

the rest of the field

11%

206,164/1,819,509

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

52 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)

46/52

Grantees still filing

39/52

Grew since you first funded

Where your money sits — by cause, then by grantee

Other$209,700Human Services$110,500Youth Development$106,000Education$57,000Health$42,000Food & Nutrition$30,000Community Improvement$28,000

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.

Chicago Foundation for WomenIL17.6× affinity6 shared granteesties to 6 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Chicago Foundation for Women · Hartford Foundation for Public Giving · Orange County Community Foundation · O L Halsell Foundation · Hoag Memorial Hospital Presbyterian · Crossroads Fund Inc · In-N-Out Burgers Foundation · Circle of Service Foundation · The Chicago Community Trust · John D and Catherine T Macarthur · Dollar General Literacy Foundation · Mightycause Charitable Foundation

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 CHARTER OAK FOUNDATION 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

9get no government money at all

1rely on government for over half their income

⤢ axis zoomed · 0–90%

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: URBAN COMPASS.

Agentic due diligence · confidence × risk

Financial management

insufficient risk

Limited financial data in public filings.

Track record & reputation

low risk

6 years of Form 990 filings, still active.

Legal standing

low risk

US 501(c)(3); EIN 202438382 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 URBAN COMPASS, 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

Awaiting reportFinancial stability— Runway not derivable from filings.
WatchSustained operations— Filing through 2023; revenue contracted over the period.
WatchReliance on your funding— Your grants peaked at 59% of their budget — load-bearing; a dependency Plinth would track.
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 Charter Oak Foundation?

Find your warmest path to Charter Oak Foundation 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.

CHARTER OAK FOUNDATION

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

52 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to Charter Oak Foundation?

More from the funding graph

CHARTER OAK FOUNDATION

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

52 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to Charter Oak Foundation?

More from the funding graph