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Charter Oak Foundation at a glanceAlso receives grants: funding profile →

· Private foundation

Charter Oak Foundation

Its FY2025 filing reports that it accepted unsolicited grant applications.

$101k
Granted FY2025still arriving
17
Grants FY2025still arriving
11
States reached
$10k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
0195% classified

What it funded, over time

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

Youth Development$141kHuman Services$123kHealth$89kEducation$79kFood & Nutrition$52kHousing & Shelter$48kCommunity Improvement$28kCivil Rights$20kOther$0
02FY2025 · 17 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k13 grants · $61k
  • $10k–50k4 grants · $40k
$5,000
Median grant
11
States reached
$1.4M
Total assets
Largest grants
RecipientAmount
YOUTH OUTLOOK$10,000
SG UNITED FOUNDATION$10,000
QUEERSPACE COLLECTIVE$10,000
KITCHEN GARDEN PROJECT INC GARDEN-RAISED BOUNTY$10,000
ABC HOUSE INC$5,000
WINNING WAYS INC$5,000
ERINS ANGELS OF CNY INC$5,000
COMPASS FOR KIDS INC$5,000
YOUR MOVE MKE$5,000
READ TO ACHIEVE$5,000
TRINITY ACADEMY OF HARTFORD$5,000
VERA COURT NEIGHBORHOOD CENTER$5,000
MINNESOTA TRANSPORTATION MUSEUM INC$5,000
FAMILY MATTERS INC$5,000
HEAVENWARD FARM HORSEMANSHIP INC$5,000
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 (FY17–25, $133k) land where the poverty rate runs at 13%, against an area that typically sits at 10%. 96% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%IRREDUCIBLE GRACE FOUNDATION: $5k → 14%WITH HOPE: $5k → 14%VERA COURT NEIGHBORHOOD CENTER: $5k → 10%ABC HOUSE INC: $5k → 13%MISSION EDGE SAN DIEGO: $5k → 11%SOCIAL & EMOTIONAL WELLNESS INITIATIVE: $6k → 14%VERA COURT NEIGHBORHOOD CENTER: $5k → 10%VERA COURT NEIGHBORHOOD CENTER: $5k → 10%YOUR MOVE MKE: $5k → 17%SOCIAL & EMOTIONAL WELLNESS INITIATIVE: $5k → 14%VERA COURT NEIGHBORHOOD CENTER: $5k → 10%YOUR MOVE MKE: $5k → 17%HEART WOMEN & GIRLS: $5k → 14%HELPING OTHERS PREPARE FOR ETERNITY: $5k → 10%THE SOCIAL & EMOTIONAL WELLNESS INITIATIVE: $5k → 14%INTERVAL HOUSE: $5k → 14%INTERVAL HOUSE: $5k → 14%HANDS FOR HOPE: $5k → 14%SAFE PLACE FOR YOUTH: $7k → 14%SAFE PLACE FOR YOUTH: $5k → 14%SAFE PLACE FOR YOUTH: $5k → 14%THE NETWORK AGAINST DOMESTIC ABUSE: $5k → 11%THE NETWORK AGAINST DOMESTIC ABUSE: $5k → 11%THE NETWORK AGAINST DOMESTIC ABUSE: $5k → 11%THE NETWORK AGAINST DOMESTIC ABUSE: $5k → 11%THE NETWORK AGAINST DOMESTIC ABUSE: $5k → 11%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

ME
WA
MN
IL
WI
NY
MA
OR
OH
CT
CA
MO
VA
AZ
TN
TX
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.

65%of every dollar goes to organizations it has funded before.
$435k · 28 repeat orgs$230k to everyone else

Grantees it renews have grown median revenue +40% since the first grant, against +13% for those funded once.

28 repeat relationships: 8 still active in FY2025, 20 since wound down; 9 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

28
37

Total granted

$435k
$178k

Median revenue growth · since first grant

+40%
+13%

Still filing today

82%
70%

New vs renewed · share of each year

In FY2025, 49% of grant dollars renewed an existing relationship; $52k 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
Human ServicesYouth DevelopmentEducationHealthFood & NutritionCommunity ImprovementOther
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

  • YL
    YOUNG LIVES REDEEMED
    4× · 2018–2021 · $27k · revenue +836%
  • NA
    NETWORK AGAINST DOMESTIC ABUSE INC
    5× · 2020–2024 · $25k · revenue +31%
  • HM
    HEALING MEALS FOUNDATION CORPORATION
    4× · 2021–2024 · $25k · revenue +42%

Funded once

  • TL
    THE LUCY PROJECT INCgraduated
    one grant, 2023 · $8k · revenue +256%
  • MI
    MINNESOTA INDEPENDENCE COLLEGE AND COMMUNITYgraduated
    one grant, 2017 · $7k · revenue +186%
  • A
    ADVOTgraduated
    one grant, 2022 · $6k · revenue +117%
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
Association House of Chicago

Association house's mission is to advance each person's full participation in the life of their families, communities, and society. since 1899, we have served a vibrant, multicultural community. we used a trauma informed, culturally…

Human Services
2
Allies for Every Child Inc

All children need a childhood. Allies for Every Child brings together and strengthens families, cultivating conditions for children to succeed in life. (Continues on Schedule O)

Human Services
3
Alternatives Inc

Alternatives, inc.'s mission is to facilitate personal development,strengthen family relationships and enhance the community's well being. serving over 3,000 youth and families annually, the organization offers a range of counseling and…

Health
4
Homeless Childrens Network

To provide direct mental health services, psychotherapy, and counseling to homeless families in San Francisco, CA and in particular to children of such families, to provide referral services for such families and their children to other…

Human Services
5
Teen Hype

Teen H.Y.P.E. (Helping Youth by Providing Education), empowers urban youth to thrive while strengthening their communities.

Youth Development
6
Hope for Youth Inc

HYPE empowers historically underrepresented and underserved middle and high school students with technology skills and audience-centered programming to prepare them to become future leaders in tech careers. As a result, we are establishing…

Youth Development
7
The Young Women's Project

Ywp builds the leadership and power of young people so that they can transform dc institutions to expand rights and opportunities for dc youth. ywp programs engage youth on three levels - as peer educators, advocates, and employees - and…

Education
8
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
9
Covenant House California

Covenant house is dedicated to serving all of god's children with absolute respect and unconditional love to help youth experiencing homelessness and to protect and safeguard all youth in need.

Human Services
10
Cincinnati Youth Collaborative

Cincinnati Youth Collaborative ("CYC") empowers young people to overcome barriers and excel in education, career, and life.

Education
11
Covenant House

In 34 cities across five countries, covenant house builds bridges to hope for young people facing homelessness and survivors of human trafficking. we meet their immediate needs for food, clothing, protection, and medical and mental health…

Human Services
12
Kids in Crisis Intervention Team

Providing a network of support and empowerment for youth ages 16-25 to break the cycle of homelessness and promote independence.

Human Services
How this is measured
The grantee most central to the portfolio’s shape is Safe Place for Youth Inc; 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.
04the grantee network

62 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. 62 of the 74 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.

1
Load-bearing (≥25% of a budget)
21
Early backer (in before they grew)
56/62
Grantees still filing
39/62
Grew since first funded

Where the money sits, by cause and then by grantee

NETWORK AGAINST DOMESTIC ABUSE INC: $25,000 · Human ServicesNETWORK AGAINST DOMEST…VERA COURT NEIGHBORHOOD CENTER INC: $20,000 · Human ServicesVERA COURT NEIGHBORHOO…SAFE PLACE FOR YOUTH INC: $17,000 · Human ServicesSAFE PLACE FOR YOUTH I…SOCIAL & EMOTIONAL WELLNESS INITIATIVE: $16,000 · Human ServicesSOCIAL & EMOTIONAL WEL…INTERVAL HOUSE: $10,000 · Human ServicesINTERVAL HOUSEYOUR MOVE MKE INC: $10,000 · Human ServicesYOUR MOVE MKE INCHELPING OTHERS PREPARE FOR ETERNITY: $5,000 · Human ServicesIRREDUCIBLE GRACE FOUNDATION: $5,000 · Human ServicesMISSION EDGE SAN DIEGO: $5,000 · Human ServicesWith Hope: $5,000 · Human ServicesABC HOUSE INC: $5,000 · Human ServicesHEART Women & Girls: $5,000 · Human ServicesHANDS FOR HOPE: $4,500 · Human ServicesLaurel House Inc dba Hope Harbor: $15,000 · OtherLaurel House Inc dba Hope HarborEAU CLAIRE AREA HMONG MUTUAL ASSISTANCE: $10,100 · OtherPATHWAYS TO HOPE INC: $10,000 · OtherSENECA: $10,000 · OtherLAUREL HOUSE INC: $10,000 · OtherTHE LUCY PROJECT INC: $7,500 · OtherFAMILY MATTERS INC: $20,000 · OtherFAMILY MATTERS INCKITCHEN GARDEN PROJECT INC GARDEN-RAISED BOUNTY: $10,000 · OtherQUEERSPACE COLLECTIVE: $10,000 · OtherMINNESOTA INDEPENDENCE COLLEGE AND COMMUNITY: $7,000 · Other+22 more: $99,100 · Other+22 moreYOUTH OUTLOOK: $25,000 · Youth DevelopmentYOUTH OUTLOOKInnovators for Purpose Inc: $25,000 · Youth DevelopmentInnovators for Purpos…SG UNITED FOUNDATION: $20,000 · Youth DevelopmentSG UNITED FOUNDATIONRANCHO CIELO INC: $15,000 · Youth DevelopmentRANCHO CIELO INCALL 4 KIDZ INC: $10,000 · Youth DevelopmentALL 4 KIDZ INCCompass for Kids Inc: $10,000 · Youth DevelopmentCompass for Kids IncLOVE UNITY & VALUES INSTITUTE: $6,000 · Youth DevelopmentURBAN COMPASS: $5,000 · Youth DevelopmentMEAN Girls Empowerment: $5,000 · Youth DevelopmentGLOBAL GIRLS INC: $5,000 · Youth DevelopmentTRINITY ACADEMY HARTFORD INC: $25,000 · EducationTRINITY ACAD…826CHI INC: $15,000 · Education826CHI INCLITERACY VOLUNTEERS OF CENTRAL CONNECTICUT INC: $10,000 · EducationLITERACY VOL…Chicago Heightening Opportunity and Potential for: $5,000 · EducationChicago Heig…READ TO ACHIEVE: $5,000 · EducationREAD TO ACHI…COLLEGE BOUND OPPORTUNITIES: $5,000 · EducationCOLLEGE BOUN…COMMUNITY CALL: $5,000 · EducationCOMMUNITY CA…SCIENCE DELIVERED: $3,000 · Education+1 more: $2,000 · EducationYOUNG LIVES REDEEMED: $27,000 · HealthA Promise to Jordan: $10,000 · HealthRECLAIM: $10,000 · HealthHEAVENWARD FARM & HORSEMANSHIP INC: $5,000 · HealthHEALING MEALS FOUNDATION CORPORATION: $25,000 · Food & NutritionALMA BACKYARD FARM: $10,000 · Food & NutritionERINS ANGELS OF CNY INC: $5,000 · Food & NutritionCONNECTICUT CENTER FOR NONVIOLENCE: $15,000 · Crime & LegalAMERICA ON TRACK: $10,000 · Crime & LegalADVOT: $6,000 · Crime & Legal
Human Services$132,500Other$208,700Youth Development$126,000Education$75,000Health$52,000Food & Nutrition$40,000Crime & Legal$31,000

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 budgetYOUNG LIVES REDEEMED: $27,000 over 4y, 6.8% of budgetNETWORK AGAINST DOMESTIC ABUSE INC: $25,000 over 5y, 0.5% of budgetHEALING MEALS FOUNDATION CORPORATION: $25,000 over 4y, 1.0% of budgetYOUTH OUTLOOK: $25,000 over 4y, 0.9% of budgetTRINITY ACADEMY HARTFORD INC: $25,000 over 4y, 1.7% of budgetInnovators for Purpose Inc: $25,000 over 5y, 4.8% of budgetFAMILY MATTERS INC: $20,000 over 4y, 0.5% of budgetVERA COURT NEIGHBORHOOD CENTER INC: $20,000 over 4y, 0.3% of budgetSG UNITED FOUNDATION: $20,000 over 3y, 2.6% of budgetSOCIAL & EMOTIONAL WELLNESS INITIATIVE: $16,000 over 3y, 1.3% of budget826CHI INC: $15,000 over 3y, 0.7% of budgetLaurel House Inc dba Hope Harbor: $15,000 over 2y, 1.6% of budgetRANCHO CIELO INC: $15,000 over 3y, 0.1% of budgetCONNECTICUT CENTER FOR NONVIOLENCE: $15,000 over 3y, 5.1% of budgetA Promise to Jordan: $10,000 over 2y, 10% of budgetKITCHEN GARDEN PROJECT INC GARDEN-RAISED BOUNTY: $10,000 over 1y, 0.8% of budgetLITERACY VOLUNTEERS OF CENTRAL CONNECTICUT INC: $10,000 over 2y, 1.8% of budgetALMA BACKYARD FARM: $10,000 over 2y, 1.1% of budgetQUEERSPACE COLLECTIVE: $10,000 over 1y, 0.8% of budgetALL 4 KIDZ INC: $10,000 over 2y, 5.7% of budgetCompass for Kids Inc: $10,000 over 2y, 0.4% of budgetINTERVAL HOUSE: $10,000 over 2y, 0.1% of budgetYOUR MOVE MKE INC: $10,000 over 2y, 2.8% of budgetLAUREL HOUSE INC: $10,000 over 2y, 0.3% of budgetAMERICA ON TRACK: $10,000 over 2y, 0.3% of budgetTHE LUCY PROJECT INC: $7,500 over 1y, 2.1% of budgetMINNESOTA INDEPENDENCE COLLEGE AND COMMUNITY: $7,000 over 1y, 0.3% of budgetADVOT: $6,000 over 1y, 1.4% of budgetLOVE UNITY & VALUES INSTITUTE: $6,000 over 1y, 0.4% of budgetAPNA GHAR INC: $6,000 over 1y, 0.1% of budgetNORWALKSTAMFORD GRASSROOTS TENNIS & EDUCATION INC: $5,000 over 1y, 0.7% of budgetHELPING OTHERS PREPARE FOR ETERNITY: $5,000 over 1y, 0.3% of budgetWINNING WAYS: $5,000 over 1y, 2.3% of budgetChicago Heightening Opportunity and Potential for: $5,000 over 1y, 0.4% of budgetURBAN COMPASS: $5,000 over 1y, 59% of budgetHEAVENWARD FARM & HORSEMANSHIP INC: $5,000 over 1y, 7.3% of budgetCHICAGO ABORTION FUND: $5,000 over 1y, 0.1% of budgetHartford Catholic Worker Inc: $5,000 over 1y, 1.8% of budgetSENECA FAMILY OF AGENCIES: $5,000 over 1y, 0.0% of budgetIRREDUCIBLE GRACE FOUNDATION: $5,000 over 1y, 2.8% of budgetMISSION EDGE SAN DIEGO: $5,000 over 1y, 0.0% of budgetABC HOUSE INC: $5,000 over 1y, 0.2% of budgetGREATER HARTFORD CONSORTIUM FOR HIGHER EDUCATION: $5,000 over 1y, 0.5% of budgetHEART Women & Girls: $5,000 over 1y, 0.4% of budgetCOLLEGE BOUND OPPORTUNITIES: $5,000 over 1y, 0.5% of budgetNehemiah Group dba Chicago Eco House: $5,000 over 1y, 0.3% of budgetGLOBAL GIRLS INC: $5,000 over 1y, 2.5% of budgetHANDS FOR HOPE: $4,500 over 1y, 0.6% 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.

Chicago Foundation fo…Hartford Foundation f…Orange County Communi…The Chicago Community…Hoag Memorial Hospita…O L Halsell FoundationIn-N-Out Burgers Foun…Fr Bigelow FoundationMightycause Charitabl…Dollar General Litera…Tides FoundationAetna Foundation Inc
Chicago Foundation for WomenIL17.2× 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 · The Chicago Community Trust · Hoag Memorial Hospital Presbyterian · O L Halsell Foundation · In-N-Out Burgers Foundation · Fr Bigelow Foundation · Mightycause Charitable Foundation · Dollar General Literacy Foundation · Tides Foundation · Aetna Foundation Inc

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 Charter Oak Foundation funds: left to right is the share of its income from government, bottom to top the share from Charter Oak Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 80%6%25%56%100%funder's share of their income ↑0%23%45%68%90%share of the org’s income from government →median 25%
  • Laurel House Inc: 68% of income from government
  • Abc House Inc: 25% of income from government
  • Healing Meals Foundation Corporation: 0% of income from government
no gov moneyreceives it· size = income
8get no government money at all
21report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
⤢ axis zoomed · 0–90%
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 Charter Oak Foundation?

Find your warmest path to Charter Oak Foundation 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 74 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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Charter Oak’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