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The Charles F and Beatrice D Adams Charitable Trust C/O Choate Investment at a glance

· 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 FY2025still arriving
41
Grants FY2025still arriving
3
States reached
$175k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
0198% 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
02FY2025 · 41 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k4 grants · $18k
  • $10k–50k16 grants · $485k
  • $50k–250k21 grants · $2.1M
$50,000
Median grant
3
States reached
$89M
Total assets
Largest grants
RecipientAmount
UMASS MEMORIAL HEALTH CARE INC$175,000
CHILDREN'S HOSPITAL CORPORATION (DBA BOSTON CHILDREN'S HOSPITAL)$150,000
MASSACHUSETTS ASSOCIATION FOR MENTAL HEALTH$130,000
HEALTHY ACADIA$125,000
SUNRISE COUNTY ECONOMIC COUNCIL$125,000
SUNRISE OPPORTUNITIES$125,000
SUNRISE COUNTY ECONOMIC COUNCIL$125,000
SUNRISE OPPORTUNITIES$125,000
AROOSTOOK MENTAL HEALTH SERVICES INC$125,000
MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN$100,000
SUNRISE OPPORTUNITIES$100,000
COMMUNITY ART CENTER INC$100,000
WABANAKI COMMISSION ON LAND AND STEWARDSHIP$75,000
RAW ART WORKS INC$75,000
BROOKLINE COMMUNITY MENTAL HEALTH CENTER INC$75,000
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 (FY21–25, $470k) land where the poverty rate runs at 9%, against an area that typically sits at 8%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 8%COMMUNITY ART CENTER INC: $100k → 8%DOWNEAST COMMUNITY PARTNERS INC: $75k → 11%COMMUNITY ART CENTER INC: $50k → 8%DOWNEAST COMMUNITY PARTNERS INC: $55k → 11%COMMUNITY ART CENTER INC: $50k → 8%DOWNEAST COMMUNITY PARTNERS INC: $45k → 11%COMMUNITY ART CENTER INC: $50k → 8%COMMUNITY ART CENTER INC: $35k → 8%COMMUNITY ART CENTER INC: $5k → 8%DOWNEAST COMMUNITY PARTNERS INC: $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.
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.
04

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 7% of The Charles F and Beatrice D Adams Charitable Trust C/O Choate Investment’s grant dollars are earmarked for a different county than the recipient’s own address.

The Charles F and Beatrice D Adams Charitable Trust C/O Choate Investmentlessmore of its giving
Placed by recipient address
How this is measured
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

91%of every dollar goes to organizations it has funded before.
$8.1M · 27 repeat orgs$813k to everyone else

Grantees it renews have grown median revenue +38% since the first grant, against 0% for those funded once.

27 repeat relationships: 23 still active in FY2025, 4 since wound down; 5 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

27
12

Total granted

$8.1M
$556k

Median revenue growth · since first grant

+38%
0%

Still filing today

96%
67%

New vs renewed · share of each year

In FY2025, 90% of grant dollars renewed an existing relationship; $257k went to new ones.

50%100%’18’21’22’23’24’25
RenewedFirst-time

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

’18’21’22’23’24’25
HealthEducationArts & CultureCommunity ImprovementPhilanthropyHuman ServicesOther
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

  • SUNRISE COUNTY ECONOMIC COUNCIL
    6× · 2018–2025 · $1.1M · revenue +353%
  • SO
    Sunrise Opportunities
    5× · 2021–2025 · $960k · revenue +3%
  • MS
    MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN
    5× · 2021–2025 · $665k · revenue +7%

Funded once

  • UM
    UMass Memorial Health Care Inc (Parent)
    one grant, 2024 · $225k · revenue +14%
  • DC
    Downeast Community Partners, Inc/Downeast Salmon Federation
    one grant, 2018 · $85k
  • NL
    NEW LEARNING JOURNEY INC
    one grant, 2023 · $75k · revenue -28%
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
Maine Media College

Maine Media Workshops & College educates and inspires visual artists and storytellers to achieve their creative potential. We provide lifelong learning opportunities for those pursuing the fine arts and media-related professions. We are…

—
2
Central Maine Medical Center

To provide exceptional healthcare services in a safe and trustfulenvironment through the expertise, commitment and compassion of ourfamily of caregivers.

Health
3
Central Maine Healthcare Corporation

To provide exceptional healthcare services in a safe and trustful environment through the expertise, committment, and compassion of our family of caregivers.

Health
4
MaineGeneral Health

To enhance, every day, the health of our patients, our families and our communities. We do that through a range of health care services for people of all ages, in a variety of care settings.

Health
5
Maine Arts Academy

The Academy is dedicated to academic excellence, commitment to the performing arts, leadership, integrity, and a virtuous code of conduct, all of which prepare students to meet the demands of a contemporary world through thoughtful…

Education
6
Bridgton Hospital

To provide exceptional healthcare services in a safe and trustfulenvironment through the expertise, commitment, and compassion ofour family of caregivers.

Health
7
MaineHealth

MaineHealth is a voluntary, not-for-profit community and referral system of hospitals, dedicated to providing high quality health care services to all persons who seek care regardless of their sex, race, religion, age, color, sexual…

Health
8
Maine Medical Association

To support maine physicians, advance the quality of medicine in maine, and promote the health of all maine people.

—
9
Maine Maritime Museum

To connect people to the past, present, and future of Maine's waterways and their global reach.

Arts & Culture
10
Maine Society of Cpas

The maine society of certified public accountants is the statewide professional organization for cpas in maine. the society serves approximately 575 members with professional meetings, education, and advocacy.

Education
11
Maine Association of Nonprofits

Our mission is to strengthen the leadership, voice, and organizational effectiveness of our state's nonprofit organizations so they can better enrich the quality of community and personal life in Maine.

Community Improvement
12
Massachusetts Housing Investment Corporation

Mhic's mission is to be an innovative private financier of afforable housing and community development throughout new england, providing financing that would not otherwise be available, and extending the impact of that financing to ensure…

Housing & Shelter
How this is measured
The grantee most central to the portfolio’s shape is Philanthropy Massachusetts Inc; the most unlike its peers is Massachusetts Historical Society. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
05the grantee network

39 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. 39 of the 45 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)
14
Early backer (in before they grew)
39/39
Grantees still filing
27/39
Grew since first funded

Where the money sits, by cause and then by grantee

Sunrise Opportunities: $960,000 · HealthSunrise OpportunitiesHEALTHY ACADIA: $506,000 · HealthHEALTHY ACADIAAROOSTOOK MENTAL HEALTH SERVICES INC: $480,000 · HealthAROOSTOOK MENTAL HEALTH SERVIC…UMass Memorial Health Care Inc (Parent): $225,000 · HealthUMass Memorial Health Care Inc…Children's Hospital Corporation: $220,000 · HealthChildren's Hospital Corporatio…MASSACHUSETTS ASSOCIATION FOR MENTAL HEALTH INC: $516,000 · OtherMASSACHUSETTS ASSOCIATION FOR MEN…BROOKLINE COMMUNITY MENTAL HEALTH CENTER INC DBA THE BROOKLINE CENTER: $375,000 · OtherBROOKLINE COMMUNITY MENTAL HEALTH…RAW ART WORKS INC: $210,000 · OtherRAW ART WORKS INCEASTPORT ARTS CENTER: $205,000 · OtherEASTPORT ARTS CENTERMaine Seacoast Mission: $175,000 · OtherMaine Seacoast MissionUMASS MEMORIAL HEALTH CARE INC: $175,000 · OtherUMASS MEMORIAL HEALTH CARE INCQUODDY TIDES FOUNDATION: $100,000 · OtherUMASS CHAN MEDICAL SCHOOL FOUNDATION INC: $246,500 · OtherUMASS CHAN MEDICAL SCHOOL FOUNDAT…PHILANTHROPY MASSACHUSETTS INC: $191,500 · OtherPHILANTHROPY MASSACHUSETTS INC+14 more: $422,000 · Other+14 moreSUNRISE COUNTY ECONOMIC COUNCIL: $1,110,500 · Community ImprovementSUNRISE COUNTY …LUBEC COMMUNITY OUTREACH CENTER INC: $90,000 · Community ImprovementLUBEC COMMUNITY…+2 more: $40,000 · Community ImprovementHand in Hand Mano en Mano: $315,000 · EducationHand in Ha…ISLAND READERS & WRITERS AN INITIATIVE FOR MAINE CHILDREN: $195,000 · EducationISLAND REA…BARRINGTON STAGE COMPANY INC: $150,000 · EducationBARRINGTON…Maine Philanthropy Center: $120,000 · EducationMaine Phil…Rural Aspirations Project: $50,000 · EducationRural Aspi…EXPRESS YOURSELF INC: $270,000 · Arts & CultureCOMMUNITY MUSIC CENTER OF BOSTON INC: $155,000 · Arts & CultureWabanaki Commission on Land and Stewardship: $150,000 · Arts & CultureSCHOODIC ARTS FOR ALL: $95,000 · Arts & Culture+1 more: $20,000 · Arts & CultureMASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN: $665,000 · Crime & LegalCOMMUNITY ART CENTER INC: $310,000 · Human ServicesDOWNEAST COMMUNITY PARTNERS INC: $230,000 · Human Services
Health$2,391,000Other$2,616,000Community Improvement$1,240,500Education$830,000Arts & Culture$690,000Crime & Legal$665,000Human Services$540,000

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 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 budgetMaine Community Foundation Inc: $55,500 over 4y, 0.0% 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
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.

Maine Community Found…Elmina B Sewall Found…Boston Foundation IncFisher Charitable Fou…Onion FoundationMorton-Kelly Charitab…Davis Family Foundati…Eastern Bank Foundati…Machias Savings Bank …Maine Health Access F…John T Gorman Foundat…The Klarman Family Fo…
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.

How much its grantees rely on government

Each dot is one organization The Charles F and Beatrice D Adams Charitable Trust C/O Choate Investment funds: left to right is the share of its income from government, bottom to top the share from The Charles F and Beatrice D Adams Charitable Trust C/O Choate Investment. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 20%1%4%8%15%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 10%
  • Health Care for All Inc: 29% of income from government
  • Community Art Center Inc: 14% of income from government
  • Nopi Inc: 14% of income from government
  • Children's Hospital Corporation: 10% of income from government
  • Raw Art Works Inc: 7% of income from government
  • Sponsor Inc: 2% of income from government
  • Community Music Center of Boston Inc: 1% of income from government
  • Philanthropy Massachusetts Inc: 0% of income from government
no gov moneyreceives it· size = income
2get no government money at all
11report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
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 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.

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

Play a game based on Charles F and Beatrice D Adams Charitable Trust C/O Choate Investment’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