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· 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 FY2024still arriving
35
Grants FY2024still arriving
9
States reached
$226k
Largest
01What you fund
01100% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20192024.

Education$845kCommunity Improvement$737kArts & Culture$91kPhilanthropy$84kPublic Benefit$54kYouth Development$48kHuman Services$42kEnvironment$41kOther$0
02FY2024 · 35 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

  • Under $10k32 grants · $55k
  • $50k–250k3 grants · $432k
$1,000
Median grant
9
States reached
$8.0M
Total assets
Largest grants
RecipientAmount
Social Innovation Forum$225,800
EdVestors Inc$130,000
Skidmore College$76,000
Yale Club of Boston$9,264
The Avenue Concept$5,200
Dwight Hall at Yale$4,000
Bridges Homeward$4,000
Mass Poetry$3,500
Shades Alumni Family Inc$3,500
Colab High School Stem Career Collaboration$3,000
PEF Israel Endowment Funds$3,000
Philantrophy Massachusetts$2,500
Block Island Conservancy$2,500
United for a Fair Economy$1,200
Arts Emerson$1,000
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:

Your human-services grants (FY19–24, $770k) land where the poverty rate runs at 16%, against an area that typically sits at 10%. 97% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 10%Camp Kesem National: $1k → 14%Empath Health: $500 → 10%Challenge Aspen: $1k → 6%Bender JCC of Greater Washington: $2k → 8%Challenge Aspen: $250 → 6%Mary D Fund: $1k → 7%Community Art Center Inc: $500 → 8%Bridges Homeward: $6k → 8%Cambridge Family and Children: $6k → 8%Bridges Homeward: $4k → 8%Bridges Homeward: $3k → 8%Cambridge Family and Children: $2k → 8%Cambridge Family and Children: $1k → 8%YW Boston: $1k → 16%Health Law Advocates: $4k → 16%Health Law Advocates: $2k → 16%Health Law Advocates: $2k → 16%Health Law Advocates: $1k → 16%Health Law Advocates: $1k → 16%Social Innovation Forum: $226k → 16%Social Innovation Forum: $154k → 16%Social Innovation Forum: $151k → 16%Social Innovation Forum: $100k → 16%Social Innovation Forum: $100k → 16%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.

Which US states your grants reach

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

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.

92%of every dollar goes to organizations you’ve funded before.
$1.9M · 79 repeat orgs$159k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +36% since the first grant, against +29% for the ones you funded once.

79 repeat relationships — 31 still active in FY2024, 48 since wound down; 3 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

79
65

Total granted

$1.9M
$158k

Median revenue growth · since first grant

+36%
+29%

Still filing today

76%
62%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $2k 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
EducationArts & CultureHuman ServicesRecreation & SportsCivil RightsYouth DevelopmentOther

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

  • SOCIAL INNOVATION FORUM INC
    5× · 2020–2024 · $730k · revenue +78%
  • SC
    SKIDMORE COLLEGE
    5× · 2019–2024 · $159k · revenue +19%
  • PHILANTHROPY MASSACHUSETTS INC
    6× · 2019–2024 · $38k · revenue +100%

Funded once

  • FH
    Fenway High School Fund CO Fenway High School
    one grant, 2022 · $50k · revenue +9%
  • NORTHEASTERN UNIVERSITYgraduated
    one grant, 2022 · $18k · revenue +32%
  • UI
    UASPIRE INC
    one grant, 2022 · $11k · revenue -44%

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
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

2
Massachusetts Institute of Technology

The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.

Education
3
Massachusetts Higher Education Assistance Corporation

The organization's primary exempt purpose is to provide access to and conduct activities in furtherance of higher education.

4
Wheaton College

Wheaton college provides a transformative liberal arts education, combining theory and practice, for intellectually curious students within a collaborative and vibrant extended community and network that values and strives to create an…

Education
5
Boston Harbor Now Inc

Our mission is to ensure that the people of greater boston benefit from a vibrant, resilient, and inclusive waterfront, harbor, and islands; these spaces are equitable, accessible, and adapted to climate change; and to ensure our public,…

Environment
6
New England Lawboston

New england law/boston dedicates itself to preparing students to be successful lawyers and leaders in the public and private sectors through integrated practical, theoretical and ethical education of the highest caliber and to contributing…

Education
7
Wentworth Institute of Technology Inc

Wentworth institute of technology is a nationally recognized private coeducational and residential university of higher education with a mission to empower, inspire and innovate through experiential learning with a core purpose of career…

Education
8
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…

9
Boston Society of Architects

The boston society of architects (bsa/aia) exists to improve the quality of life for boston-area residents by championing innovation in the built environment. as a membership association, we achieve this mission in partnership with the bsa…

10
Freedom Trail Foundation Inc

To maintain, sustain, improve, augment, promote, and publicize a walking trail connecting boston's historic sites. the organization also provides educational insight as to the walking trail and its rich history.

Arts & Culture
11
Cambridge Chamber of Commerce

The mission of the cambridge chamber of commerce is to make cambridge a better place in which to live, to work, to do business, to visit and to study.

12
Greater Boston Chamber of Commerce

To improve the business, social and civic environment of the greater boston area and to become the leading representative in the boston area in the consideration of local, state and national issues.

For reference, the grantee most central to the portfolio’s shape is Philanthropy Massachusetts Inc and the most unlike its peers is Gbh Foundation Trust. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

← shrinkinggrowing →↓ leaning in → pulling backsteadyCommunity FoundationsEnvironmental Conservation …Child Abuse Advocacy Servic…Community College Foundatio…Local Food System Organizat…Food Banks and PantriesCommunity FoundationsPolicy Research and AdvocacyHealth Access Advocacy and …Youth Sports ProgramsCommunity Arts CentersPublic Library OperationsWomen & Girls Leadership De…Youth Development ServicesLocal History Museums
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 31 years old; the field is 17. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number20%3%<5yr14%7%5–10yr20%24%10–20yr19%23%20–35yr14%19%35–55yr14%23%55yr+
THE FIELDby orgYOUR MONEYby value20%1%<5yr14%1%5–10yr20%65%10–20yr19%9%20–35yr14%4%35–55yr14%19%55yr+

The field is 20% startups (under 5 years old) — 3% of your grantees by number, and just 1% of your money.

Closures · last 5 years

The orgs you fund almost never close 2% lost their exemption, against 11% of the field you don’t fund.

orgs you fund
2%2/115
the rest of the field
11%
4,712/42,243

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

108 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. 108 of the 152 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)
29
Early backer (in before they grew)
107/108
Grantees still filing
84/108
Grew since you first funded

Where your money sits — by cause, then by grantee

EDVESTORS INC — $473,146 · EducationEDVESTORS INCSKIDMORE COLLEGE — $159,000 · EducationSKIDMORE COLLEGEFenway High School Fund CO Fenway High School — $50,000 · EducationFenway High School Fund CO Fenway High Schoo…EMERSON COLLEGE — $37,000 · Education+14 more — $96,665 · Education+14 moreSOCIAL INNOVATION FORUM INC — $730,494 · Human ServicesSOCIAL INNOVATION FORUM INC+9 more — $39,050 · Human ServicesBIKES NOT BOMBS INC — $30,000 · OtherBIKES NOT BOM…Individual grant recipient — $21,500 · OtherIndividual gr…TRUSTEES OF BOSTON UNIVERSITY — $14,500 · OtherTRUSTEES OF B…THE NATURE CONSERVANCY — $10,000 · OtherAppalachian Mountain Club — $16,850 · OtherAppalachian M…NEIGHBOR TO NEIGHBOR INC — $11,000 · Other+84 more — $152,010 · Other+84 morePHILANTHROPY MASSACHUSETTS INC — $38,225 · PhilanthropyBoston Foundation Inc — $25,000 · PhilanthropyCAMBRIDGE COMMUNITY FOUNDATION — $17,000 · PhilanthropyPEF ISRAEL ENDOWMENT FUNDS INC — $3,000 · Philanthropy+5 more — $5,050 · PhilanthropyMASSPOETRY INC — $26,250 · Arts & CultureBOSTON ARTS ACADEMY FOUNDATION INC — $14,500 · Arts & CultureHUNTINGTON THEATRE CO INC — $8,000 · Arts & CultureTHE AVENUE CONCEPT INC — $6,700 · Arts & CultureThe Cambridge Historical Society — $4,150 · Arts & CultureAMERICAN REPERTORY THEATRE CO INC — $3,500 · Arts & CultureTHE INSTITUTE OF CONTEMPORARY ART INC — $3,500 · Arts & Culture+5 more — $6,110 · Arts & CultureTRINITY BOSTON CONNECTS INC — $36,900 · Youth DevelopmentCOLAB High School Stem Career Collaboration — $6,000 · Youth DevelopmentUTEC Inc — $4,500 · Youth DevelopmentWAYPOINT ADVENTURE INC — $3,000 · Youth DevelopmentSILVER LINING MENTORING INC — $2,750 · Youth Development+1 more — $600 · Youth DevelopmentBVM CAPACITY BUILDING INSTITUTE INC — $5,200 · Civil RightsNEW GEORGIA PROJECT INC — $5,000 · Civil RightsARIZONA CENTER FOR EMPOWERMENT — $5,000 · Civil RightsALLIANCE FOR YOUTH ORGANIZING — $5,000 · Civil RightsGLBTQ LEGAL ADVOCATES & DEFENDERS INC — $4,260 · Civil RightsMASSACHUSETTS ADVOCATES FOR CHILDREN INC — $2,000 · Civil RightsAMERICAN CIVIL LIBERTIES UNION FOUNDATION INC — $1,500 · Civil Rights
Education$815,811Human Services$769,544Other$255,860Philanthropy$88,275Arts & Culture$72,710Youth Development$53,750Civil Rights$27,960

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

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ your 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 budgetBoston Foundation Inc — $25,000 over 1y, 0.0% 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 budgetCAMBRIDGE COMMUNITY FOUNDATION — $17,000 over 3y, 0.1% 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 budgetTHE NATURE CONSERVANCY — $10,000 over 4y, 0.0% 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 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 budgetARIZONA CENTER FOR EMPOWERMENT — $5,000 over 1y, 0.1% of budgetALLIANCE FOR YOUTH ORGANIZING — $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 budgetCAMBRIDGE PUBLIC LIBRARY FOUNDATION INC — $3,750 over 4y, 0.4% of budgetINSTITUTE FOR POLICY STUDIES — $3,750 over 5y, 0.0% 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 budgetPEF ISRAEL ENDOWMENT FUNDS INC — $3,000 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.

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

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 Charlotte Foundation Inc 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, a single department, or state — and drag the year to watch it move.

2024
202122232425
no gov · 210%2%6%14%25%your share of their income ↑0%25%50%75%100%share of the org’s income from governmentmedian 6%
  • Bridges Homeward Inc77% of income from government
  • High Spirit Community Farm Inc54% of income from government
  • Health Law Advocates Inc52% of income from government
  • Nurtury Inc49% of income from government
  • Utec Inc46% of income from government
  • The Family Nurturing Center Rogue Valley Children's Relief Nursery38% of income from government
  • Louis D Brown Peace Institute Corp32% of income from government
  • College for Social Innovation Inc30% of income from government
  • More Than Words Inc24% of income from government
  • Greater Boston Food Bank Inc22% of income from government
  • Boston Area Gleaners Inc20% of income from government
  • Mystic River Watershed Association Inc18% of income from government
  • Community Art Center Inc14% of income from government
  • Trustees of Boston University12% of income from government
  • The Cambridge Historical Society11% of income from government
  • Silver Lining Mentoring Inc10% of income from government
  • Federation for Children Wspecial Needs10% of income from government
  • Commonwealth Kitchen Inc9% of income from government
  • Northeastern University7% of income from government
  • Arlington Eats Inc6% of income from government
  • The Urban Farming Institute of Bostoninc4% of income from government
  • Huntington Theatre Co Inc4% of income from government
  • Evkids Inc4% of income from government
  • Best Buddies International Inc4% of income from government
  • Upper Valley Trails Alliance3% of income from government
  • Peabody Essex Museum Inc3% of income from government
  • The Trustees of Reservations2% of income from government
  • Bikes Not Bombs Inc2% of income from government
  • Appalachian Mountain Club1% of income from government
  • The Institute of Contemporary Art Inc1% of income from government
  • Bender Jcc of Greater Washington1% of income from government
  • Fuller Craft Museum Inc1% of income from government
  • Edvestors Inc1% of income from government
  • Uaspire Inc1% of income from government
  • American Repertory Theatre Co Inc0% of income from government
  • Boston Arts Academy Foundation Inc0% of income from government
  • Emerson College0% of income from government
  • Philanthropy Massachusetts Inc0% of income from government
  • Glbtq Legal Advocates & Defenders Inc0% of income from government
  • Boston Foundation Inc0% of income from government
no gov moneyreceives it· size = income
21get no government money at all
20report government grants on their 990 we could not trace to a source (not plotted)
3rely on government for over half their income
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.

05Through Plinth

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.

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 152 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