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· Private foundation

The Charles Foundation

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.

$190k
Granted FY2024still arriving
7
Grants FY2024still arriving
1
States reached
$130k
Largest

Read this first · the figures below need context

85% of The Charles Foundation’s FY2025 grant dollars went to National Philanthropic Trust, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2025 names 2 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2024, the last year The Charles Foundation named its own grantees at scale: 5 organizations, $190k. It is dated, not current.

Organizations named directly on the return

4
19
5
20
5
21
5
22
5
23
5
24
2
25

Amber years are those where most dollars went to a sponsor.

01What you fund
0189% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20192025.

Philanthropy$725kHealth$550kReligion$90kEducation$60kHuman Services$30kOther$0
02FY2024 · 7 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

  • Under $10k2 grants · $10k
  • $10k–50k4 grants · $50k
  • $50k–250k1 grant · $130k
$10,000
Median grant
1
States reached
$4.1M
Total assets
Largest grants
RecipientAmount
COREWELL HEALTH FOUNDATION$130,000
CONDUCTIVE LEARNING CENTER$20,000
Individual grant recipient$10,000
FOREST HILLS PUBLIC SCHOOLS FOUNDATION$10,000
CASCADE CHRISTIAN CHURCH$10,000
DA BLODGETT - ST JOHNS$5,000
GILDA'S CLUB GRAND RAPIDS$5,000
02The need
03

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:

Dollar for dollar, your grants (FY19–25) land where the poverty rate runs at 9%, against an area that typically sits at 8%. 89% of your dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 8%NATIONAL PHILANTHROPIC TRUST: $165k → 7%CELIAC DISEASE CENTER AT COLUMBIA UNIVERSITY: $25k → 17%CONDUCTIVE LEARNING CENTER: $20k → 11%BESSEMER NATIONAL GIFT FUND: $170k → 8%CONDUCTIVE LEARNING CENTER: $20k → 11%BESSEMER GIVING FUND: $165k → 8%CASCADE CHRISTIAN CHURCH: $20k → 11%BESSEMER GIVING FUND: $150k → 8%CASCADE CHRISTIAN CHURCH: $20k → 11%BESSEMER GIVING FUND: $75k → 8%CASCADE CHRISTIAN CHURCH: $20k → 11%CONDUCTIVE LEARNING CENTER: $20k → 11%FOREST HILLS PUBLIC SCHOOLS FOUNDATION: $10k → 11%FOREST HILLS PUBLIC SCHOOLS FOUNDATION: $10k → 11%CONDUCTIVE LEARNING CENTER: $10k → 11%CASCADE CHRISTIAN CHURCH: $10k → 11%FOREST HILLS PUBLIC SCHOOLS FOUNDATION: $10k → 11%CASCADE CHRISTIAN CHURCH: $10k → 11%FOREST HILLS PUBLIC SCHOOLS FOUNDATION: $10k → 11%CONDUCTIVE LEARNING CENTER: $10k → 11%CONDUCTIVE LEARNING CENTER: $10k → 11%FOREST HILLS PUBLIC SCHOOLS FOUNDATION: $10k → 11%CONDUCTIVE LEARNING CENTER: $10k → 11%FOREST HILLS PUBLIC SCHOOLS FOUNDATION: $10k → 11%CASCADE CHRISTIAN CHURCH: $10k → 11%GILDA'S CLUB GRAND RAPIDS: $5k → 11%GILDA'S CLUB GRAND RAPIDS: $5k → 11%COREWELL HEALTH FOUNDATION: $130k → 11%COREWELL HEALTH FOUNDATION: $130k → 11%SPECTRUM HEALTH FOUNDATION: $100k → 11%SPECTRUM HEALTH FOUNDATION: $25k → 11%SPECTRUM HEALTH FOUNDATION: $20k → 11%MARY FREE BED REHABILITATION HOSPITAL: $10k → 11%MARY FREE BED: $10k → 11%DA BLODGETT - ST JOHNS: $5k → 11%DA BLODGETT - ST JOHNS: $5k → 11%MARY FREE BED: $5k → 11%MARY FREE BED: $5k → 11%MARY FREE BED: $5k → 11%MARY FREE BED: $5k → 11%DA BLODGETT - ST JOHNS: $5k → 11%DA BLODGETT - ST JOHNS: $5k → 11%DA BLODGETT - ST JOHNS: $5k → 11%DA BLODGETT - ST JOHNS: $5k → 11%0%20%40%50%more need →
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 linein 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 — 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.

99%of every dollar goes to organizations you’ve funded before.
$725k · 8 repeat orgs$10k to everyone else

8 repeat relationships — 7 still active in FY2024, 1 since wound down; 1 grantees were first funded in FY2024 (too recent to call). Read against FY2024, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

8
1

Total granted

$725k
$10k

Median revenue growth · since first grant

-15%
0%

Still filing today

63%
100%

New vs renewed · share of each year

In FY2025, 67% of grant dollars renewed an existing relationship; $10k went to new ones.

50%100%’19’20’21’22’23’24’25
RenewedFirst-time

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

’19’20’21’22’23’24’25
HealthCivil RightsEducationOther

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

  • CH
    COREWELL HEALTH FOUNDATION
    2× · 2023–2024 · $260k
  • CH
    COREWELL HEALTH FOUNDATION WEST MICHIGAN
    3× · 2020–2022 · $145k
  • CL
    Conductive Learning Center of North America
    7× · 2019–2025 · $100k · revenue -45%

Funded once

  • MF
    MARY FREE BED REHABILITATION HOSPITAL
    one grant, 2025 · $10k · revenue 0%

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.

1
Stony Brook Internists University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
2
Neurology Associates of Stony Brook University Faculty Practice Corp

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
3
North Shore Health System Medical Faculty Group Practice

North shore health system medical faculty group practice (the corporation) functions as an extension of the northwell health hospitals by bringing medical care to community settings, providing care to medicare, medicaid, and other…

Health
4
Stony Brook Surgical Associates University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
5
Stony Brook Childrens Services University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
6
Stony Brook Orthopedic Associates University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
7
Stony Brook Ophthalmology University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
8
Good Samaritan Hospital Foundation

We, at ch, humbly join together to bring christ's healing mission and the mission of mercy of the catholic church expressed in catholic health care to our communities.

9
Northeast College of Health Sciences

Northeast college of health sciences (the college) is committed to academic excellence, leadership, and professional best practices in the health sciences.

Education
10
University Family Physicians Inc

Engage actively and continuously in medical research, education and training in the practice of medicine in conjunction with the department of family medicine of the indiana university school of medicine and indiana university…

11
The Northern Michigan University Foundation

The nmu foundation will establish and foster relationships to generate resources that benefit the strategic goals of northern michigan university.

Education
12
Corewell Health

To improve health, instill humanity and inspire hope.

Health

For reference, the grantee most central to the portfolio’s shape is Gilda's Club Grand Rapids and the most unlike its peers is Forest Hills Public Schools Foundation. 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

9 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 9 of the 12 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
0
Early backer (in before they grew)
9/9
Grantees still filing
3/9
Grew since you first funded

Where your money sits — by cause, then by grantee

THE BESSEMER GIVING FUND — $560,000 · PhilanthropyTHE BESSEMER GIVING FUNDNATIONAL PHILANTHROPIC TRUST — $165,000 · PhilanthropyNATIONAL PHILANTHROPIC TRUSTCOREWELL HEALTH FOUNDATION — $260,000 · OtherCOREWELL HEALTH FOUNDATIONCASCADE CHRISTIAN CHURCH — $90,000 · OtherCASCADE CHRISTIAN CHURCHFOREST HILLS PUBLIC SCHOOLS FOUNDATION — $60,000 · OtherFOREST HILLS PUBLIC SCHOOLS FOUNDAT…Individual grant recipient — $30,000 · OtherIndividual grant recipientDA BLODGETT - ST JOHN'S — $30,000 · OtherDA BLODGETT - ST JOHN'SCOREWELL HEALTH FOUNDATION WEST MICHIGAN — $145,000 · HealthCOREWELL HE…MARY FREE BED REHABILITATION HOSPITAL — $10,000 · HealthMARY FREE B…Conductive Learning Center of North America — $100,000 · EducationConductiv…THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK — $25,000 · EducationTHE TRUST…GILDA'S CLUB GRAND RAPIDS — $10,000 · Civil Rights
Philanthropy$725,000Other$470,000Health$155,000Education$125,000Civil Rights$10,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$10M$100Mgrantee revenue →↑ your share of their budgetTHE BESSEMER GIVING FUND — $560,000 over 4y, 0.1% of budgetNATIONAL PHILANTHROPIC TRUST — $165,000 over 1y, 0.0% of budgetConductive Learning Center of North America — $100,000 over 7y, 3.5% of budgetFOREST HILLS PUBLIC SCHOOLS FOUNDATION — $60,000 over 6y, 3.5% of budgetDA BLODGETT - ST JOHN'S — $30,000 over 6y, 0.0% of budgetTHE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK — $25,000 over 1y, 0.0% of budgetGILDA'S CLUB GRAND RAPIDS — $10,000 over 2y, 0.3% of budgetMARY FREE BED REHABILITATION HOSPITAL — $10,000 over 1y, 0.0% of budget
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.

Grand Rapids Community FoundationMI15.6× affinity5 shared granteesties to 9 of 9Hover any node to trace its alignments.Compare side by side →

Open a dossier: Grand Rapids Community Foundation · Douglas & Maria Devos Foundation · Peter C & Emajean Cook Foundation · Heart of West Michigan United Way · Frey Foundation · Natl Christian Charitable Fdn Inc · The Bank of America Charitable Foundation Inc · Fidelity Investments Charitable Gift Fund · Donor Advised Charitable Giving Inc · Amazonsmile 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 organization The Charles 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 or a single department — and drag the year to watch it move.

2024
202122232425
no gov · 10%0%1%3%5%your share of their income ↑0%5%10%15%20%share of the org’s income from government
    no gov moneyreceives it· size = income
    1get no government money at all
    1report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–20%
    typical government reliance, FY2025

    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 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.

    On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 12 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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. How we build these →

    Generated from your IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

    More from the funding graph