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· Private foundation

The Charlesview Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$113k
Granted FY2024still arriving
10
Grants FY2024still arriving
4
States reached
$15k
Largest
01What it funds
0197% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2024.

Education$178kEnvironment$105kCommunity Improvement$85kCivil Rights$73kFood & Nutrition$55kHealth$45kHuman Services$40kArts & Culture$38kOther$0
02FY2024 · 10 grants

Where the money goes

Grants by size, and the largest recipients.

$10,000
Median grant
4
States reached
$6.5M
Total assets
Largest grants
RecipientAmount
TRUSTEES OF THE RESERVATION$15,000
ALZHEIMERS ASSOCIATION$15,000
WOODSTOCK COMMUNITY TRUST$12,500
THE TEACHER COLLABORATIVE$10,000
ACADIA CENTER$10,000
THE CARROT PROJECT$10,000
JUMPSTART FOR YOUNG CHILDREN INC$10,000
THE PARTNERSHIP PROJECT$10,000
WOODSTOCK NURSERY SCHOOL$10,000
BOSTON PUBLIC LIBRARY FUND$10,000
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 (FY21–23, $30k) land where the poverty rate runs at 11%, against an area that typically sits at 10%. 33% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 10%DIGNITY MATTERS: $15k → 8%DIGNITY MATTERS: $5k → 8%SMART FROM THE START: $5k → 16%SMART FROM THE START: $5k → 16%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.
03Its grantees
repeat funding

Who it funds again

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

86%of every dollar goes to organizations it has funded before.
$548k · 17 repeat orgs$93k to everyone else

17 repeat relationships: 10 still active in FY2024, 7 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

17
11

Total granted

$548k
$93k

Median revenue growth · since first grant

+19%
+132%

Still filing today

76%
55%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

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

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

’19’20’21’22’23’24
EnvironmentEducationCommunity ImprovementFood & NutritionHuman ServicesArts & CultureOther
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

  • JF
    JUMPSTART FOR YOUNG CHILDREN INC
    5× · 2019–2024 · $63k · revenue +3%
  • THIRD SECTOR NEW ENGLAND INC
    4× · 2021–2024 · $50k · revenue +14%
  • WC
    Woodstock Community Trust Inc
    3× · 2022–2024 · $38k · revenue +37%

Funded once

  • AMERICAN RIVERS INCgraduated
    one grant, 2023 · $10k · revenue +145%
  • NP
    NATIVE PLANT TRUST INC
    one grant, 2023 · $10k · revenue -24%
  • NO
    NORTHEAST ORGANIC FARMING ASSOCIATION OF VERMONT
    one grant, 2023 · $10k · revenue -22%
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
Sudbury Valley Trustees Inc

Sudbury valley trustees, inc. ("the organization") works to protect natural areas and farmland for wildlife and people in the 36 communities that surround the sudbury, assabet, and concord rivers. the organization cares for some of the…

Environment
2
Connecticut Farmland Trust Inc

Protect Connecticuts farmland for agricultural use by purchasing and accepting donations of agricultural conservation easements

Food & Nutrition
3
Massachusetts Rivers Alliance Inc

The mission of our organization is to protect and restore Massachusetts rivers and streams.

Environment
4
Franklin Land Trust Inc

The franklin land trust works to conserve farms, forests, wildlands, and other natural resources significant to the quality of the environment, economy, and rural character of western massachusetts.

Environment
5
Environmental League of Massachusetts Inc

The organization's mission is to advocate for policy that meets the scale and urgency of our environmental challenges. as a massachusetts-based organization that engages in advocacy across a full spectrum of climate, environmental, and…

Environment
6
Massachusetts Business Roundtable Inc

The mission of the roundtable is to make massachusetts the most desirable place to live, work and do business by engaging private sector executives and public leaders to ensure access to a robust, diverse and talented workforce that…

—
7
Massachusetts Land Trust Coalition

The mission of the massachusetts land trust coalition is to advance land conservation across massachusetts by providing education, tools, networking and advocacy for land trusts and their partners.

Environment
8
Wildlands Trust Inc

The wildlands trust works throughout southeastern massachusetts to conserve and permanently protect native habitats, farmland, and lands of high ecologic and scenic value that serve to keep our communities healthy and our residents…

Environment
9
Northeast Organic Farming Association of New Hampshire

NOFA-NH actively promotes organic, regenerative, ecologically sound farming, gardening, eating, and land care practices for healthy communities. NOFA-NH helps people build local, just, and sustainable food systems.

Food & Nutrition
10
Bartlett Arboretum Association Inc

To cultivate and develop an expansive collection of trees, gardens, and plants for all to explore, enjoy and study; and to provide through education and stewardship, a greener, healthier, more beautiful environment.

Environment
11
Speak for the Trees Inc

To improve the size and health of the urban tree canopy in boston

Environment
12
Williamstown Rural Lands Foundation

To preserve the rural new england character of williamstown, ma and surrounding areas for future generations; enable working landscapes including farms and forests; promote land stewardship.

Environment
How this is measured
The grantee most central to the portfolio’s shape is Boston Food Forest Coalition; the most unlike its peers is Woodstock Community Trust Inc. 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

20 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. 20 of the 29 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.

0
Load-bearing (≥25% of a budget)
7
Early backer (in before they grew)
20/20
Grantees still filing
14/20
Grew since first funded

Where the money sits, by cause and then by grantee

TRUSTEES OF THE RESERVATION: $72,500 · OtherTRUSTEES OF THE RESERVATIONTHE TEACHER COLLABORATIVE INC: $50,000 · OtherTHE TEACHER COLLABORATIVE INCWOODSTOCK NURSERY SCHOOL: $35,100 · OtherWOODSTOCK NURSERY SCHOOLTHE PARTNERSHIP PROJECT: $35,000 · OtherTHE PARTNERSHIP PROJECTACADIA CENTER: $20,000 · OtherACADIA CENTERDignity Matters Inc: $20,000 · OtherDignity Matters IncMaine Community Foundation Inc: $17,500 · OtherMaine Community Foundation Inc+7 more: $57,500 · Other+7 moreJUMPSTART FOR YOUNG CHILDREN INC: $62,500 · EducationJUMPSTART FOR …BOSTON PUBLIC LIBRARY FUND INC: $20,000 · EducationBOSTON PUBLIC …GREENROOTS INC: $30,000 · EnvironmentGREENROOTS IN…Sustainable Woodstock Inc: $15,000 · EnvironmentSustainable W…AMERICAN RIVERS INC: $10,000 · EnvironmentAMERICAN RIVE…NATIVE PLANT TRUST INC: $10,000 · EnvironmentNATIVE PLANT …OARS INC: $10,000 · EnvironmentOARS INCCONCORD LAND CONSERVATION TRUST: $5,000 · EnvironmentCONCORD LAND …THIRD SECTOR NEW ENGLAND INC: $50,000 · Community ImprovementTHIRD SECT…ALTERNATIVES FOR COMMUNITY AND ENVIRONMENT INC: $10,000 · Community ImprovementALTERNATIV…Woodstock Community Trust Inc: $37,500 · Arts & CultureNORTHEAST ORGANIC FARMING ASSOCIATION OF VERMONT: $10,000 · Arts & CultureALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC: $45,000 · HealthBERKSHIRE GROWN INC: $25,000 · Food & NutritionCENTRAL MASSACHUSETTS GROWN INC: $10,000 · Food & Nutrition
Other$307,600Education$82,500Environment$80,000Community Improvement$60,000Arts & Culture$47,500Health$45,000Food & Nutrition$35,000

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 budgetJUMPSTART FOR YOUNG CHILDREN INC: $62,500 over 5y, 0.1% of budgetTHIRD SECTOR NEW ENGLAND INC: $50,000 over 4y, 0.0% of budgetTHE TEACHER COLLABORATIVE INC: $50,000 over 4y, 2.3% of budgetALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC: $45,000 over 3y, 0.0% of budgetWoodstock Community Trust Inc: $37,500 over 3y, 1.8% of budgetGREENROOTS INC: $30,000 over 3y, 0.4% of budgetBERKSHIRE GROWN INC: $25,000 over 3y, 1.9% of budgetBOSTON PUBLIC LIBRARY FUND INC: $20,000 over 2y, 0.2% of budgetDignity Matters Inc: $20,000 over 2y, 1.0% of budgetMaine Community Foundation Inc: $17,500 over 2y, 0.0% of budgetSustainable Woodstock Inc: $15,000 over 3y, 2.8% of budgetSMART FROM THE START INC: $10,000 over 2y, 0.2% of budgetAMERICAN RIVERS INC: $10,000 over 1y, 0.1% of budgetNATIVE PLANT TRUST INC: $10,000 over 1y, 0.2% of budgetNORTHEAST ORGANIC FARMING ASSOCIATION OF VERMONT: $10,000 over 1y, 0.1% of budgetBOSTON FOOD FOREST COALITION: $10,000 over 1y, 0.5% of budgetOARS INC: $10,000 over 1y, 1.8% of budgetALTERNATIVES FOR COMMUNITY AND ENVIRONMENT INC: $10,000 over 2y, 0.5% of budgetCONCORD LAND CONSERVATION TRUST: $5,000 over 1y, 1.4% 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.

Boston Foundation IncMA19.8× affinity8 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Boston Foundation Inc · Barr Foundation · Eastern Bank Foundation · The Cabot Family Charitable Trust · Fidelity Foundation · Impactassetsinc · Josephine and Louise Crane Foundation · The Beker Foundation · Liberty Mutual Foundation Inc · Cummings Foundation Grants Inc (Fka Oneworld Boston Inc) · The Pfizer Foundation Inc · National Philanthropic Trust

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

2024
’20’21’22’23’24’25
no gov · 70%0%1%3%5%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 7%
  • Oars Inc: 100% of income from government
  • Northeast Organic Farming Association of Vermont: 31% of income from government
  • Berkshire Grown Inc: 28% of income from government
  • Smart From the Start Inc: 7% of income from government
  • Native Plant Trust Inc: 3% of income from government
  • Third Sector New England Inc: 3% of income from government
  • Greenroots Inc: 1% of income from government
no gov moneyreceives it· size = income
7get no government money at all
4report government grants on their 990 we could not trace to a source (not plotted)
1rely 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.

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 29 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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