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The Charlotte Foundation Inc at a glance

· 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 it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
01100% 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
02FY2024 · 35 grants

Where the money goes

Grants by size, and the largest recipients.

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
Bridges Homeward$4,000
Dwight Hall at Yale$4,000
Mass Poetry$3,500
Shades Alumni Family Inc$3,500
PEF Israel Endowment Funds$3,000
Colab High School Stem Career Collaboration$3,000
Philantrophy Massachusetts$2,500
Block Island Conservancy$2,500
United for a Fair Economy$1,200
Boston Arts Academy Foundation$1,000
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 (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 its 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
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.

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
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.

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

Grantees it renews have grown median revenue +36% since the first grant, against +30% for those 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%
+30%

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
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

  • 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%
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
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.

—
How this is measured
The grantee most central to the portfolio’s shape is Philanthropy Massachusetts Inc; 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.
04the grantee network

108 grantees tracked through their own filings, 2017–2026.

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 2026, 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
29
Early backer (in before they grew)
107/108
Grantees still filing
85/108
Grew since first funded

Where the money sits, by cause and 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 RightsALLIANCE FOR YOUTH ORGANIZING: $5,000 · Civil RightsARIZONA CENTER FOR EMPOWERMENT: $5,000 · Civil RightsNEW GEORGIA PROJECT INC: $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 grantee by its size and the funder’s share of it; top left is load-bearing

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 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 budgetTHE NATURE CONSERVANCY: $10,000 over 4y, 0.0% 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 budgetPEF ISRAEL ENDOWMENT FUNDS INC: $3,000 over 1y, 0.0% 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.

Eastern Bank Foundati…Boston Foundation IncCummings Foundation G…Liberty Mutual Founda…Barr FoundationCombined Jewish Phila…Cambridge Savings Cha…The Cabot Family Char…The Klarman Family Fo…Fidelity FoundationThe Devonshire Founda…Riley Mabel Louise Tr…
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.

How much its grantees rely on government

Each dot is one organization The Charlotte Foundation Inc funds: left to right is the share of its income from government, bottom to top the share from The Charlotte Foundation Inc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 210%2%6%14%25%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 6%
  • Bridges Homeward Inc: 77% of income from government
  • High Spirit Community Farm Inc: 54% of income from government
  • Health Law Advocates Inc: 52% of income from government
  • Nurtury Inc: 49% of income from government
  • Utec Inc: 46% of income from government
  • The Family Nurturing Center Rogue Valley Children's Relief Nursery: 38% of income from government
  • Louis D Brown Peace Institute Corp: 32% of income from government
  • College for Social Innovation Inc: 30% of income from government
  • More Than Words Inc: 24% of income from government
  • Greater Boston Food Bank Inc: 22% of income from government
  • Boston Area Gleaners Inc: 20% of income from government
  • Mystic River Watershed Association Inc: 18% of income from government
  • Community Art Center Inc: 14% of income from government
  • Trustees of Boston University: 12% of income from government
  • The Cambridge Historical Society: 11% of income from government
  • Silver Lining Mentoring Inc: 10% of income from government
  • Federation for Children Wspecial Needs: 10% of income from government
  • Commonwealth Kitchen Inc: 9% of income from government
  • Northeastern University: 7% of income from government
  • Arlington Eats Inc: 6% of income from government
  • The Urban Farming Institute of Bostoninc: 4% of income from government
  • Huntington Theatre Co Inc: 4% of income from government
  • Evkids Inc: 4% of income from government
  • Best Buddies International Inc: 4% of income from government
  • Upper Valley Trails Alliance: 3% of income from government
  • Peabody Essex Museum Inc: 3% of income from government
  • The Trustees of Reservations: 2% of income from government
  • Bikes Not Bombs Inc: 2% of income from government
  • Appalachian Mountain Club: 1% of income from government
  • The Institute of Contemporary Art Inc: 1% of income from government
  • Bender Jcc of Greater Washington: 1% of income from government
  • Fuller Craft Museum Inc: 1% of income from government
  • Edvestors Inc: 1% of income from government
  • Uaspire Inc: 1% of income from government
  • American Repertory Theatre Co Inc: 0% of income from government
  • Boston Arts Academy Foundation Inc: 0% of income from government
  • Emerson College: 0% of income from government
  • Philanthropy Massachusetts Inc: 0% of income from government
  • Glbtq Legal Advocates & Defenders Inc: 0% of income from government
  • Boston Foundation Inc: 0% 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, 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.
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 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

Play a game based on Charlotte’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home