Massachusetts · Private foundation
The Charles F and Beatrice D Adams Charitable Trust C/O Choate Investment
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.
- $2.6M
- Granted FY2025(still arriving)
- 41
- Grants FY2025
- 24
- Organizations funded FY2024
- 21%
- First-time grantees FY2024
- Median grant, FY2025
- $50,000
- Largest grant, FY2025
- $175,000
- Organizations funded a year
- 19 to 24
- FY2018 to FY2024
- States reached, FY2025
- 3
- Total assets, FY2025
- $89M
- Applications
- Preselected organizations only
- Per its most recent filing; check its own site
How open it is to new grantees
In FY2024, 21% of the organizations The Charles F and Beatrice D Adams Charitable Trust C/O Choate Investment funded were first-time grantees, receiving 19% of its grant dollars.
New vs renewed · share of each year
In FY2024, 81% of grant dollars renewed an existing relationship; $395k went to new ones.
Where new relationships form · theme of each grantee’s first grant
How this is measured
The numbers by year
| Fiscal year | Organizations funded | To those organizations | First-time grantees |
|---|---|---|---|
| FY2025still arriving | 28 | $2.5M | 18% |
| FY2024 | 24 | $2.1M | 21% |
| FY2023 | 22 | $1.3M | 14% |
| FY2022 | 24 | $1.2M | 13% |
| FY2021 | 19 | $1.0M | 42% |
| FY2018 | 20 | $751k | n/a |
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.
Top grantees
Largest recipients by total granted, FY2018 to FY2025, and the share of each one’s budget the grants supplied at peak.
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| Sunrise County Economic Council | $1,110,500 | 6 | 7% |
| Sunrise Opportunities | $960,000 | 5 | 3% |
| Massachusetts Society for the Prevention of Cruelty to Children | $665,000 | 5 | 1% |
| Massachusetts Association for Mental Health Inc | $516,000 | 5 | 9% |
| Healthy Acadia | $506,000 | 6 | 2% |
| Aroostook Mental Health Services Inc | $480,000 | 5 | 0% |
| Brookline Community Mental Health Center Inc Dba the Brookline Center | $375,000 | 6 | 1% |
| Hand in Hand Mano en Mano | $315,000 | 5 | 5% |
| Community Art Center Inc | $310,000 | 6 | 6% |
| Express Yourself Inc | $270,000 | 5 | 8% |
Show all 40 grantees
What it could do for these grantees
Plus 4 recipients with no EIN on record ($310k), not named here.
Where it is load-bearing
The Charles F and Beatrice D Adams Charitable Trust C/O Choate Investment supplied at least a quarter of the budget for 1 of its grantees at some point. The chart plots its 34 largest grantees; load-bearing ones sit top left.
Tap a dot to name the grantee.
How this is measured
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.
Open a dossier: Maine Community Foundation Inc · Elmina B Sewall Foundation · Boston Foundation Inc · Fisher Charitable Foundation · Onion Foundation · Morton-Kelly Charitable Trust · Davis Family Foundation · Eastern Bank Foundation · Machias Savings Bank Community Development Foundation · Maine Health Access Foundation Inc · John T Gorman Foundation · The Klarman Family Foundation
How this is measured
Compare The Charles F and Beatrice D Adams Charitable Trust C/O Choate Investment with peer funders
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About The Charles F and Beatrice D Adams Charitable Trust C/O Choate Investment
- How much does The Charles F and Beatrice D Adams Charitable Trust C/O Choate Investment give?
- The Charles F and Beatrice D Adams Charitable Trust C/O Choate Investment reported 41 grants totaling $2,557,500 in its FY2025 IRS filing. It funded between 19 and 24 organizations a year over FY2018 to FY2024.
- What does The Charles F and Beatrice D Adams Charitable Trust C/O Choate Investment fund?
- By grant dollars over FY2018 to FY2025, its largest causes are Health (30%), Community Improvement (10%), Arts & Culture (9%).
- Who are The Charles F and Beatrice D Adams Charitable Trust C/O Choate Investment's largest grantees?
- By total granted over FY2018 to FY2025: Sunrise County Economic Council ($1.1M), Sunrise Opportunities ($960k), Massachusetts Society for the Prevention of Cruelty to Children ($665k).
- Does The Charles F and Beatrice D Adams Charitable Trust C/O Choate Investment fund new organizations?
- In FY2024, 21% of the organizations it funded were first-time grantees.
- Does The Charles F and Beatrice D Adams Charitable Trust C/O Choate Investment accept unsolicited applications?
- Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
- Which funders back the same organizations as The Charles F and Beatrice D Adams Charitable Trust C/O Choate Investment?
- Its strongest co-funders, measured against what their size predicts, include Maine Community Foundation Inc, Elmina B Sewall Foundation, Boston Foundation Inc.
- Where is The Charles F and Beatrice D Adams Charitable Trust C/O Choate Investment based?
- The Charles F and Beatrice D Adams Charitable Trust C/O Choate Investment is based in MA.