How much did The Charlotte Foundation Inc grant in FY2024?

Human Services$760kEducation$757kYouth Development$54kPhilanthropy$52kArts & Culture$30kEnvironment$23kCivil Rights$22kRecreation & Sports$8kEmployment$8kOther$370k

02beneath the categories

Past the labels — and the year it shifted

Beneath the NTEE codes, this is what the grant descriptions actually say.

…and in their own words, year by year

2019

riverneighbortheaterchildrenmuseumconservancyconservatory

2020

childreneducationtheater

2021

foodneighbormassconservancyeducationsocial innovation

2022

yale alumnineighborsocial innovationeducation

2023

magazineyale alumnitrailmuseum

Words distinctive to each year’s grant purposes (TF-IDF) · event-driven terms in cyan.

03FY2024 · 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

States reached

$8.0M

Total assets

Largest grants

Social Innovation Forum$225,800
EdVestors Inc$130,000
Skidmore College$76,000
Yale Club of Boston$9,264
The Avenue Concept$5,200
Bridges Homeward$4,000
Dwight Hall at Yale$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
Block Island Conservancy$2,500
Philantrophy Massachusetts$2,500
United for a Fair Economy$1,200
Alzheimer's Association$1,000

02The need

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, $760k) land where the poverty rate runs at 16% — the area typically sits at 10%. 98% of those dollars reach neighborhoods with above-average need. Most of your grants land in higher-need ZIPs.

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 line in 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, United Way ALICE — 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.

91%of every dollar goes to organizations you’ve funded before.

$1.9M · 84 repeat orgs$194k to everyone else

84 repeat relationships — 30 still active in FY2024, 54 since wound down; 5 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

Total granted

$1.9M

$189k

Median revenue growth · since first grant

+61%

+138%

Still filing today

58%

45%

New vs renewed · share of each year

In FY2024, 99% of grant dollars renewed an existing relationship; $5k went to new ones.

RenewedFirst-time

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

EducationHuman ServicesPhilanthropyArts & CultureYouth DevelopmentCivil RightsOther

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
5× · 2020–2024 · $730k · revenue +61%
E
Edvestors
6× · 2019–2024 · $473k · revenue +35%
SC
Skidmore College
5× · 2019–2024 · $159k · revenue +20%

Funded once

FH
Fenway High School
one grant, 2022 · $50k
Boston Foundation Inc
one grant, 2022 · $25k · revenue -28%
Northeastern Universitygraduated
one grant, 2022 · $18k · revenue +53%

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.

Boston Architectural College

Founded 131 years ago, the boston architectural college is a recognized institution providing excellence in practice-integrated design education to members of diverse communities with students representing 35 countries. the bac offers…

—

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

Boston Preservation Alliance Inc

Advocacy for the preservation of the uniquely built environment of boston, massachusetts.

Education

Boston Bar Association

To advance the highest standards of excellence for the legal profession, to facilitate access to justice, and to serve the community at large.

—

New England Lawboston

Education of students

Education

Cambridge Chamber of Commerce

Engaging local business leaders in governmental and philanthropic activities, connecting and educating its members, and providing a forum for addressing the needs of the cambridge, massachusetts business community.

—

Massachusetts Business Roundtable Inc

Mbr engages with public and private leaders to develop public policy solutions that enhance massachusetts' long-term competitive position and make it a highly-desirable place to do business within a global economy.

—

Emmanuel College

Emmanuel college is a coed, residential catholic liberal arts and sciences college with over 2,046 undergraduate and graduate students.

Education

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

Urban Guild Inc

The corporation is organized to improve the quality of life in boston's urban communities by building capacity, environmental health, and providing economic opportunity in a manner that responds directly to community needs, interests, and…

Community Improvement

Brookline Arts Center

The Brookline Arts Center is a visual arts center committed to bringing the community meaningful experience in the arts through classes, exhibitions and outreach.

Arts & Culture

Trustees of Boston College

Mission strengthened by more than a century and a half of dedication to academic excellence, boston college commits itself to the highest standards of teaching and research in undergraduate, graduate and professional programs and to the…

Education

For reference, the grantee most central to the portfolio’s shape is Philanthropy Massachusetts Inc and the most unlike its peers is Bender Jcc of Greater Washington. 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.

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 29 years old; the field is 17. You back the established end — and your money leans older still.

The field is 20% startups (under 5 years old) — 4% of your grantees by number, and just 1% of your money.

Closures · last 5 years

The orgs you fund almost never close — 1% lost their exemption, against 10% of the field you don’t fund.

orgs you fund

1%1/88

the rest of the field

10%

4,107/42,270

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.

05the grantee network

84 grantees, every filing reconciled, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

84/84

Grantees still filing

67/84

Grew since you first funded

Where your money sits — by cause, then by grantee

Human Services$759,544Education$756,811Other$408,995Youth Development$53,750Philanthropy$51,950Arts & Culture$30,010Environment$22,850

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

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.

Boston Foundation IncMA53× affinity34 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

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

’20’21’22’23’24

no gov moneyreceives it· size = income

20get no government money at all

1rely on government for over half their income

typical government reliance, FY20–24

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. 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

Through Plinth

Your grantmaking, live and operational

This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: Yale Club of Boston.

Agentic due diligence · confidence × risk

Financial management

insufficient risk

Limited financial data in public filings.

Track record & reputation

low risk

5 years of Form 990 filings, still active.

Legal standing

low risk

US 501(c)(3); EIN 046071334 on file with current IRS Form 990 filings.

Governance

Live in Plinth

Board composition & governance documents — verified live in Plinth from the applicant.

Compliance & sanctions

Live in Plinth

OFAC / UN sanctions screening — run live in Plinth at assessment.

Program capacity

Live in Plinth

Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.

Live · Plinth’s real DD engine

Run the actual assessment on Yale Club of Boston, cold from public data.

Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.

Post-award monitoring · continuous checks

Awaiting reportFinancial stability— Runway not derivable from filings.
On trackSustained operations— Filing through 2024; revenue contracted over the period.
On trackReliance on your funding— Your grants peaked at 21% of their budget — diversified.
Awaiting reportEvidence of delivery— Plinth collects the grantee's own monitoring reports post-award.

What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.

Agentic due diligenceMonitoring dashboardsCustom board reportsEligibility routing

Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.

Warm introductions · Powered by PlinthPro

How do I get to The Charlotte Foundation Inc?

Find your warmest path to The Charlotte Foundation Inc through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.

Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.

The Charlotte Foundation Inc

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

84 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to The Charlotte Foundation Inc?

More from the funding graph

The Charlotte Foundation Inc

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

84 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to The Charlotte Foundation Inc?

More from the funding graph