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Massachusetts · Private foundation

The Charlotte Foundation Inc

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.

$487k
Granted FY2024(still arriving)
35
Grants FY2024
57
Organizations funded FY2023
28%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$1,000
Largest grant, FY2024
$225,800
Organizations funded a year
46 to 73
FY2019 to FY2023
States reached, FY2024
9
Total assets, FY2024
$8.0M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 28% of the organizations The Charlotte Foundation Inc funded were first-time grantees, receiving 5% of its grant dollars.

New vs renewed · share of each year

In FY2023, 95% of grant dollars renewed an existing relationship; $21k went to new ones.

50%100%’20’21’22’23
RenewedFirst-time

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

’20’21’22’23
EducationHuman ServicesYouth DevelopmentArts & CultureCivil RightsFood & NutritionOther
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
FY2024still arriving34$484k9%
FY202357$442k28%
FY202246$501k28%
FY202173$339k41%
FY202055$199k45%
FY201960$63kn/a
100% classified

What it funded, over time

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

Education$845kCommunity Improvement$737kArts & Culture$91kPhilanthropy$84kPublic Benefit$54kYouth Development$48kHuman Services$42kEnvironment$41kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

ME
VT
MT
NY
MA
OR
NJ
CT
RI
CA
UT
CO
WV
VA
MD
AZ
NC
DC
GA
TX
FL

Top grantees

Largest recipients by total granted, FY2019 to FY2024, and the share of each one’s budget the grants supplied at peak.

Show all 110 grantees
All grantees of The Charlotte Foundation Inc by total granted
GranteeTotal grantedYearsShare of their budget
Social Innovation Forum Inc$730,494513%
Edvestors Inc$473,14663%
Skidmore College$159,00050%
Fenway High School Fund CO Fenway High School$50,00015%
Philanthropy Massachusetts Inc$38,22560%
Emerson College$37,00050%
Trinity Boston Connects Inc$36,90051%
Bikes Not Bombs Inc$30,00051%
Masspoetry Inc$26,25053%
Bridges Homeward Inc$22,00060%
Dwight Hall at Yale$19,85051%
Northeastern University$18,20010%
Appalachian Mountain Club$16,85030%
Yale Club of Boston$14,565221%
Boston Arts Academy Foundation Inc$14,50060%
Trustees of Boston University$14,50020%
Neighbor to Neighbor Inc$11,00020%
Uaspire Inc$11,00010%
Health Law Advocates Inc$10,00050%
Cambridge Center for Adult Education$9,20040%
Yale University$8,0002n/a
Huntington Theatre Co Inc$8,00050%
College for Social Innovation Inc$7,25020%
The Avenue Concept Inc$6,70030%
COLAB High School Stem Career Collaboration$6,000215%
The Boston Higher Education Resource Center Inc$6,00021%
Shades Alumni Family Inc$5,5002n/a
Upper Valley Trails Alliance$5,25060%
Bvm Capacity Building Institute Inc$5,20010%
Alliance for Youth Organizing$5,00010%
Arizona Center for Empowerment$5,00010%
New Georgia Project Inc$5,00010%
The Family Nurturing Center Rogue Valley Children's Relief Nursery$5,00010%
The Urban Food Initiative Inc$4,60030%
UTEC Inc$4,50020%
Appalachian Trail Conservancy$4,40040%
Glbtq Legal Advocates & Defenders Inc$4,26030%
Adventure Cycling Association$4,15050%
The Cambridge Historical Society$4,15041%
Institute for Policy Studies$3,75050%
Cambridge Public Library Foundation Inc$3,75040%
United for A Fair Economy Inc$3,60040%
American Repertory Theatre Co Inc$3,50020%
The Institute of Contemporary Art Inc$3,50020%
Environmental League of Massachusetts Inc$3,25020%
Waypoint Adventure Inc$3,00020%
Block Island Conservancy Inc$3,00031%
Haus of Codec$3,00010%
Silver Lining Mentoring Inc$2,75050%
Block Island Health Services Inc$2,75040%
Nurtury Inc$2,50020%
Block Island Residents Association Inc$2,0503n/a
Boston Cyclists Union Inc$2,00030%
Block Island Club$2,00020%
Massachusetts Advocates for Children Inc$2,00020%
Boston Area Gleaners Inc$2,00040%
Leap$2,0001n/a
The Trustees of Reservations$2,00020%
Decordova and Dana Museum & Park$2,0001n/a
Alternatives for Community and Environment Inc$2,00020%
Block Island Historical Society$1,95030%
Bender Jcc of Greater Washington$1,80010%
Gbh Foundation Trust$1,80011%
Best Buddies International Inc$1,80010%
Arlington Eats Inc$1,75020%
Yale University$1,5001n/a
American Civil Liberties Union Foundation Inc$1,50010%
Federation for Children Wspecial Needs$1,50030%
Rodman For Kids Inc$1,50020%
Fuller Craft Museum Inc$1,25020%
Challenge Aspen$1,25020%
Evkids Inc$1,10020%
Metro West Collaborative Development Inc$1,00010%
Project Bread-The Walk for Hunger Inc$1,00010%
Friends of Excel Academy Charter Schools Inc$1,00010%
Camp Kesem National$1,00010%
Young Women's Christian Association of Boston Inc$1,00010%
Cambridge Citizens Coalition Inc$1,0001n/a
Mary D Fund Inc$1,00010%
World Cup Dreams Foundation Fka Sfi Foundation$1,00011%
Intervalley Project Inc$1,00020%
Mystic River Watershed Association Inc$1,00020%
More Than Words Inc$1,00020%
Latinos for Education Inc$1,00010%
High Spirit Community Farm Inc$1,00010%
The Industrial Commons$1,00010%
Boston Women's Fund Inc$1,00010%
Collegiate Offshore Sailing Circuit Inc$1,0001n/a
Community Therapeutic Day School Inc$85030%
Prison Book Program$75020%
Peabody Essex Museum Inc$61020%
Louis D Brown Peace Institute Corp$60020%
The Urban Farming Institute of Bostoninc$50010%
Community Art Center Inc$50010%
The Sportsmen's Tennis & Enrichment Center Inc$50010%
Big Sister Association of Greater Boston Inc$50010%
1stgenyale Inc$5001n/a
Commonwealth Kitchen Inc$50010%
Ja Worldwide Inc$50010%
Empath Health Inc$50010%
Boston Public Market Association Inc$50010%
Swim Across America Inc$50010%
The Food Project Inc$45020%
Whitney Museum of American Art$30010%
Eastern Trail Alliance$25010%
Greater Boston Food Bank Inc$25010%
Bunker Hill Community College Foundation Inc$25010%
About Fresh Inc$25010%
Texas Freedom Network$20010%
Innercity Weightlifting Inc$11010%

What it could do for these grantees

Plus 37 recipients with no EIN on record ($81k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget The Charlotte Foundation Inc supplied at peak.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetSocial Innovation Forum Inc: $730,494 over 5y, 13% of budgetEdvestors Inc: $473,146 over 6y, 2.8% of budgetSkidmore College: $159,000 over 5y, 0.0% of budgetFenway High School Fund CO Fenway High School: $50,000 over 1y, 5.4% of budgetPhilanthropy Massachusetts Inc: $38,225 over 6y, 0.3% of budgetEmerson College: $37,000 over 5y, 0.0% of budgetTrinity Boston Connects Inc: $36,900 over 5y, 0.8% of budgetBikes Not Bombs Inc: $30,000 over 5y, 0.9% of budgetMasspoetry Inc: $26,250 over 5y, 2.5% of budgetBridges Homeward Inc: $22,000 over 6y, 0.1% of budgetDwight Hall at Yale: $19,850 over 5y, 0.6% of budgetNortheastern University: $18,200 over 1y, 0.0% of budgetAppalachian Mountain Club: $16,850 over 3y, 0.0% of budgetYale Club of Boston: $14,565 over 2y, 21% of budgetBoston Arts Academy Foundation Inc: $14,500 over 6y, 0.1% of budgetTrustees of Boston University: $14,500 over 2y, 0.0% of budgetNeighbor to Neighbor Inc: $11,000 over 2y, 0.0% of budgetUaspire Inc: $11,000 over 1y, 0.1% of budgetHealth Law Advocates Inc: $10,000 over 5y, 0.1% of budgetCambridge Center for Adult Education: $9,200 over 4y, 0.3% of budgetHuntington Theatre Co Inc: $8,000 over 5y, 0.0% of budgetCollege for Social Innovation Inc: $7,250 over 2y, 0.2% of budgetThe Avenue Concept Inc: $6,700 over 3y, 0.4% of budgetCOLAB High School Stem Career Collaboration: $6,000 over 2y, 15% of budgetThe Boston Higher Education Resource Center Inc: $6,000 over 2y, 0.5% of budgetUpper Valley Trails Alliance: $5,250 over 6y, 0.4% of budgetBvm Capacity Building Institute Inc: $5,200 over 1y, 0.0% of budgetAlliance for Youth Organizing: $5,000 over 1y, 0.1% of budgetArizona Center for Empowerment: $5,000 over 1y, 0.1% of budgetNew Georgia Project Inc: $5,000 over 1y, 0.0% of budgetThe Family Nurturing Center Rogue Valley Children's Relief Nursery: $5,000 over 1y, 0.1% of budgetThe Urban Food Initiative Inc: $4,600 over 3y, 0.1% of budgetUTEC Inc: $4,500 over 2y, 0.0% of budgetAppalachian Trail Conservancy: $4,400 over 4y, 0.0% of budgetGlbtq Legal Advocates & Defenders Inc: $4,260 over 3y, 0.1% of budgetAdventure Cycling Association: $4,150 over 5y, 0.0% of budgetThe Cambridge Historical Society: $4,150 over 4y, 1.1% of budgetInstitute for Policy Studies: $3,750 over 5y, 0.0% of budgetCambridge Public Library Foundation Inc: $3,750 over 4y, 0.4% of budgetUnited for A Fair Economy Inc: $3,600 over 4y, 0.1% of budgetAmerican Repertory Theatre Co Inc: $3,500 over 2y, 0.0% of budgetThe Institute of Contemporary Art Inc: $3,500 over 2y, 0.0% of budgetEnvironmental League of Massachusetts Inc: $3,250 over 2y, 0.1% of budgetWaypoint Adventure Inc: $3,000 over 2y, 0.2% of budgetBlock Island Conservancy Inc: $3,000 over 3y, 0.9% of budgetHaus of Codec: $3,000 over 1y, 0.4% of budgetSilver Lining Mentoring Inc: $2,750 over 5y, 0.0% of budgetBlock Island Health Services Inc: $2,750 over 4y, 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 101.

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.

Eastern Bank FoundationMA54.8× affinity33 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Eastern Bank Foundation · Boston Foundation Inc · Cummings Foundation Grants Inc (Fka Oneworld Boston Inc) · Liberty Mutual Foundation Inc · Barr Foundation · Combined Jewish Philanthropies of Greater Boston Inc · Cambridge Savings Charitable Foundation Inc · The Cabot Family Charitable Trust · The Klarman Family Foundation · Fidelity Foundation · The Devonshire Foundation · Riley Mabel Louise Tr Uwill

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 Charlotte Foundation Inc with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to The Charlotte Foundation Inc?

Find your warmest path to The Charlotte Foundation Inc 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 Charlotte Foundation Inc

How much does The Charlotte Foundation Inc give?
The Charlotte Foundation Inc reported 35 grants totaling $487,274 in its FY2024 IRS filing. It funded between 46 and 73 organizations a year over FY2019 to FY2023.
What does The Charlotte Foundation Inc fund?
By grant dollars over FY2019 to FY2024, its largest causes are Education (41%), Community Improvement (35%), Arts & Culture (4%).
Who are The Charlotte Foundation Inc's largest grantees?
By total granted over FY2019 to FY2024: Social Innovation Forum Inc ($730k), Edvestors Inc ($473k), Skidmore College ($159k).
Does The Charlotte Foundation Inc fund new organizations?
In FY2023, 28% of the organizations it funded were first-time grantees.
Does The Charlotte Foundation Inc 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 Charlotte Foundation Inc?
Its strongest co-funders, measured against what their size predicts, include Eastern Bank Foundation, Boston Foundation Inc, Cummings Foundation Grants Inc (Fka Oneworld Boston Inc).
Where is The Charlotte Foundation Inc based?
The Charlotte Foundation Inc 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 152 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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