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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
Read the full brief
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.

50%100%’21’22’23’24
RenewedFirst-time

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

’21’22’23’24
HealthArts & CultureEducationCommunity ImprovementCrime & LegalEnvironmentOther
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.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving28$2.5M18%
FY202424$2.1M21%
FY202322$1.3M14%
FY202224$1.2M13%
FY202119$1.0M42%
FY201820$751kn/a
98% classified

What it funded, over time

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

Health$3.6MCommunity Improvement$1.2MArts & Culture$1.1MCrime & Legal$665kPhilanthropy$644kHuman Services$540kYouth Development$365kFood & Nutrition$315kOther$0

Top grantees

Largest recipients by total granted, FY2018 to FY2025, and the share of each one’s budget the grants supplied at peak.

Show all 40 grantees
All grantees of The Charles F and Beatrice D Adams Charitable Trust C/O Choate Investment by total granted
GranteeTotal grantedYearsShare of their budget
Sunrise County Economic Council$1,110,50067%
Sunrise Opportunities$960,00053%
Massachusetts Society for the Prevention of Cruelty to Children$665,00051%
Massachusetts Association for Mental Health Inc$516,00059%
Healthy Acadia$506,00062%
Aroostook Mental Health Services Inc$480,00050%
Brookline Community Mental Health Center Inc Dba the Brookline Center$375,00061%
Hand in Hand Mano en Mano$315,00055%
Community Art Center Inc$310,00066%
Express Yourself Inc$270,00058%
Umass Chan Medical School Foundation Inc$246,5003n/a
Downeast Community Partners Inc$230,00040%
UMass Memorial Health Care Inc (Parent)$225,00010%
Children's Hospital Corporation$220,00030%
Raw Art Works Inc$210,00042%
Eastport Arts Center$205,000637%
Island Readers & Writers an Initiative for Maine Children$195,00059%
Philanthropy Massachusetts Inc$191,50061%
Maine Seacoast Mission$175,00031%
Community Music Center of Boston Inc$155,00051%
Wabanaki Commission on Land and Stewardship$150,00023%
Barrington Stage Company Inc$150,00050%
Maine Philanthropy Center$120,00065%
Quoddy Tides Foundation$100,000212%
Schoodic Arts for All$95,00046%
Lubec Community Outreach Center Inc$90,000322%
New Learning Journey Inc$75,00013%
Downeast Salmon Federation$59,50020%
Rural Aspirations Project$50,0001n/a
Sponsor Inc$25,00012%
Maine Center for Coastal Fisheries$25,00012%
Nopi Inc$25,0001n/a
Massachusetts Historical Society$20,00011%
Mi'Kmaq Nation$20,0001n/a
Gateway Milbridge$15,00017%
Trustees of Eliot School$15,0001n/a
Brazelton Touchpoints Project Inc$5,0001n/a
National Center for Family Philanthropy Inc$4,50030%
Health Care for All Inc$1,50010%
Association of Small Foundations$75010%

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.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetSunrise County Economic Council: $1,110,500 over 6y, 7.0% of budgetSunrise Opportunities: $960,000 over 5y, 3.2% of budgetMassachusetts Society for the Prevention of Cruelty to Children: $665,000 over 5y, 1.3% of budgetMassachusetts Association for Mental Health Inc: $516,000 over 5y, 8.7% of budgetHealthy Acadia: $506,000 over 6y, 2.0% of budgetAroostook Mental Health Services Inc: $480,000 over 5y, 0.5% of budgetBrookline Community Mental Health Center Inc Dba the Brookline Center: $375,000 over 6y, 0.7% of budgetHand in Hand Mano en Mano: $315,000 over 5y, 4.9% of budgetCommunity Art Center Inc: $310,000 over 6y, 5.5% of budgetExpress Yourself Inc: $270,000 over 5y, 7.8% of budgetDowneast Community Partners Inc: $230,000 over 4y, 0.4% of budgetUMass Memorial Health Care Inc (Parent): $225,000 over 1y, 0.0% of budgetChildren's Hospital Corporation: $220,000 over 3y, 0.0% of budgetRaw Art Works Inc: $210,000 over 4y, 2.4% of budgetEastport Arts Center: $205,000 over 6y, 37% of budgetIsland Readers & Writers an Initiative for Maine Children: $195,000 over 5y, 9.2% of budgetPhilanthropy Massachusetts Inc: $191,500 over 6y, 1.1% of budgetMaine Seacoast Mission: $175,000 over 3y, 1.4% of budgetCommunity Music Center of Boston Inc: $155,000 over 5y, 1.1% of budgetWabanaki Commission on Land and Stewardship: $150,000 over 2y, 3.0% of budgetBarrington Stage Company Inc: $150,000 over 5y, 0.5% of budgetMaine Philanthropy Center: $120,000 over 6y, 5.2% of budgetQuoddy Tides Foundation: $100,000 over 2y, 12% of budgetSchoodic Arts for All: $95,000 over 4y, 6.3% of budgetLubec Community Outreach Center Inc: $90,000 over 3y, 22% of budgetNew Learning Journey Inc: $75,000 over 1y, 2.9% of budgetDowneast Salmon Federation: $59,500 over 2y, 0.5% of budgetSponsor Inc: $25,000 over 1y, 1.8% of budgetMaine Center for Coastal Fisheries: $25,000 over 1y, 2.5% of budgetMassachusetts Historical Society: $20,000 over 1y, 0.5% of budgetGateway Milbridge: $15,000 over 1y, 7.1% of budgetNational Center for Family Philanthropy Inc: $4,500 over 3y, 0.0% of budgetHealth Care for All Inc: $1,500 over 1y, 0.0% of budgetAssociation of Small Foundations: $750 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 34.

Nonprofits that may fit its grantmaking

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.

Maine Community Foundation IncME44.8× affinity22 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

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
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.

Compare The Charles F and Beatrice D Adams Charitable Trust C/O Choate Investment with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to The Charles F and Beatrice D Adams Charitable Trust C/O Choate Investment?

Find your warmest path to The Charles F and Beatrice D Adams Charitable Trust C/O Choate Investment 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.

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.

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 45 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

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