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Waterford Group Charitable Foundation Inc at a glance

· Private foundation

Waterford Group Charitable Foundation Inc

Its FY2025 filing reports that it accepted unsolicited grant applications.

$41k
Granted FY2023
47
Grants FY2023
13
States reached
$10k
Largest
01What it fundsRead
02Its granteesRead
03Its fieldRead
01What it funds
0190% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.

Religion$16kScience & Tech$11kCommunity Improvement$5kHealth$5kCrime & Legal$4kHousing & Shelter$4kHuman Services$4kEducation$3kOther$0
02FY2023 · 47 grants

Where the money goes

Grants by size, and the largest recipients.

How this is measured
The 47 grants below total $27,456, the rows itemized in this filing. The $40,555 headline is the total grant expense on the return; the other $13,099 is giving the schedule does not break out (grants under the $5,000 itemization floor, grants to individuals, grants on other schedules). Every figure below describes the itemized rows only.

By grant size · FY2023

  • Under $10k46 grants · $17k
  • $10k–50k1 grant · $10k
$100
Median grant
13
States reached
$103k
Total assets
Largest grants
RecipientAmount
The AHLA Foundation$10,000
CT Science Center$5,000
The AHLA Foundation$5,000
The Burton & Phyllis Hoffman Foundation$750
Waterford Country School$606
Dress for Success Hartford$500
Bridges from School to Work$500
Adams County Children's Advocacy Center$500
Purdue University$500
TRC Foundation$250
Katie Russo (JA of Greater Miami)$250
CT Brain Tumor Alliance$100
West Feliciana Animal Humane Society$100
Alzheimer's Association$100
Department of Surgery at Yale School of Medicine$100
02Its grantees
repeat funding

Who it funds again

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

17%of every dollar goes to organizations it has funded before.
$11k · 15 repeat orgs$54k to everyone else

Grantees it renews have grown median revenue +41% since the first grant, against +21% for those funded once.

15 repeat relationships: 12 still active in FY2023, 3 since wound down; 28 grantees were first funded in FY2023 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

15
61

Total granted

$11k
$29k

Median revenue growth · since first grant

+41%
+21%

Still filing today

60%
54%

New vs renewed · share of each year

In FY2023, 9% of grant dollars renewed an existing relationship; $25k went to new ones.

50%100%’20’21’23
RenewedFirst-time

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

’20’21’23
HealthEducationAnimalsHuman ServicesFood & NutritionCrime & LegalOther
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

  • HOMES FOR OUR TROOPS INC
    2× · 2020–2021 · $2k · revenue +68%
  • HI
    HOLE IN THE WALL GANG FUND INC
    2× · 2020–2023 · $2k · revenue +41%
  • CH
    CONNECTICUT HUMANE SOCIETY
    3× · 2020–2023 · $500 · revenue +78%

Funded once

  • CS
    CONNECTICUT SCIENCE CENTER INC
    one grant, 2021 · $5k · revenue +21%
  • A(
    AHLEF (American Hotel & Lodging Educational Foundation)
    one grant, 2020 · $5k
  • CC
    CATHOLIC CHARITIES USA
    one grant, 2020 · $2k
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.

03Its 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
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
2
Connecticut Public Broadcasting Inc

Connecticut public broadcasting, inc. will inform, educate and inspire the people of connecticut, connecting and empowering the people of ct through outstanding journalism, storytelling, education and experiences, to make our state a more…

Arts & Culture
3
Central Maine Healthcare Corporation

To provide exceptional healthcare services in a safe and trustful environment through the expertise, committment, and compassion of our family of caregivers.

Health
4
Foodshare Inc

Foodshare is leading an informed, coordinated response to hunger as part of the overall community effort to alleviate poverty in hartford and tolland counties.

—
5
Rumford Hospital

To provide exceptional healthcare services in a safe and trustfulenvironment through the expertise, commitment and compassion of ourfamily of caregivers.

Health
6
Connecticut Association of Health Care Facilities Inc

The association is the leader in providing services to and advocating for, the state's providers of long-term, subacute, rehabilitative, and assisted living care. additionally, the association serves as a clearing house for information…

—
7
Bridgeport Hospital

To operate an acute care hospital in bridgeport, connecticut for the care and treatment of persons suffering from disease or other physical or mental conditions without regard to race, color, creed, sex, age or ability to pay.

Health
8
Connecticut Farmland Trust Inc

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

Food & Nutrition
9
Bridgton Hospital

To provide exceptional healthcare services in a safe and trustfulenvironment through the expertise, commitment, and compassion ofour family of caregivers.

Health
10
Children's Hospital Corporation

Provider of pediatric healthcare, education, research & community service

Health
11
University of Hartford

Dedicated to learning, personal growth, knowledge creation, and the betterment of society. the university engages students in aquiring the knowledge, skills, and values necessary to thrive in and contribute to a pluralistic, complex world.

Education
12
Bristol Hospital Inc

Bristol hospital and health care group is committed to enhancing the health and well-being of our community. we will provide safe, quality care and services to our patients through our continuum of services and health promotion. we will…

Health
How this is measured
The grantee most central to the portfolio’s shape is Hartford Foundation for Public Giving; the most unlike its peers is Project Sweet Peas. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
03the grantee network

56 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. 56 of the 105 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)
10
Early backer (in before they grew)
56/56
Grantees still filing
42/56
Grew since first funded

Where the money sits, by cause and then by grantee

The AHLA Foundation: $15,000 · OtherThe AHLA FoundationCT Science Center: $5,000 · OtherCT Science CenterAHLEF (American Hotel & Lodging Educational Foundation): $5,000 · OtherAHLEF (American Hotel & Lodging Educational Foundation)CATHOLIC CHARITIES USA: $2,226 · OtherCOMMUNITY PARTNERS IN ACTION INC: $2,000 · Other+77 more: $18,750 · Other+77 moreCONNECTICUT SCIENCE CENTER INC: $5,000 · Arts & Culture+1 more: $100 · Arts & CultureCONNECTICUT CHILDREN'S FOUNDATION INC: $1,135 · HealthST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $500 · HealthHartford HealthCare at Home Inc: $250 · HealthDana-Farber Cancer Institute Inc: $250 · HealthCONNECTICUT BRAIN TUMOR ALLIANCE INC: $200 · HealthALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC: $200 · HealthOSTEOGENESIS IMPERFECTA FOUNDATION: $100 · HealthDIABETES RESEARCH INSTITUTE FOUNDATION INC: $100 · HealthCYSTIC FIBROSIS FOUNDATION: $100 · HealthWATERFORD COUNTRY SCHOOL INC: $1,312 · EducationTHE SERC FOUNDATION INC: $700 · EducationKINGSWOOD OXFORD SCHOOL INC: $200 · EducationDEAN'S MILL ELEMENTARY SCHOOL PTO: $100 · EducationANCHOR SCHOLARSHIP FOUNDATION INC: $100 · EducationPRESIDENT AND TRUSTEES OF BATES COLLEGE: $100 · EducationCOOPERATIVE FOR EDUCATION: $100 · EducationHOMES FOR OUR TROOPS INC: $2,450 · Housing & ShelterLOVE146 INC: $1,385 · Crime & LegalADAMS COUNTY CHILDREN'S ADVOCACY CENTER: $500 · Crime & LegalHOLE IN THE WALL GANG FUND INC: $1,600 · Recreation & Sports+1 more: $50 · Recreation & Sports
Other$47,976Arts & Culture$5,100Health$2,835Education$2,612Housing & Shelter$2,450Crime & Legal$1,885Recreation & Sports$1,650

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 budgetCONNECTICUT SCIENCE CENTER INC: $5,000 over 1y, 0.1% of budgetHOMES FOR OUR TROOPS INC: $2,450 over 2y, 0.0% of budgetCOMMUNITY PARTNERS IN ACTION INC: $2,000 over 1y, 0.0% of budgetHOLE IN THE WALL GANG FUND INC: $1,600 over 2y, 0.0% of budgetLOVE146 INC: $1,385 over 1y, 0.0% of budgetWATERFORD COUNTRY SCHOOL INC: $1,312 over 2y, 0.0% of budgetCONNECTICUT CHILDREN'S FOUNDATION INC: $1,135 over 1y, 0.0% of budgetBOY SCOUTS OF AMERICA CONNECTICUT RIVERS COUNCIL INC: $1,000 over 1y, 0.0% of budgetBURTON & PHYLLIS HOFFMAN FOUNDATION INC: $750 over 1y, 0.1% of budgetTHE SERC FOUNDATION INC: $700 over 1y, 0.5% of budgetTHE BOYS AND GIRLS CLUBS OF HARTFORD: $500 over 1y, 0.0% of budgetCONNECTICUT HUMANE SOCIETY: $500 over 3y, 0.0% of budgetST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $500 over 2y, 0.0% of budgetBridges from School to Work Inc: $500 over 1y, 0.0% of budgetADAMS COUNTY CHILDREN'S ADVOCACY CENTER: $500 over 1y, 0.1% of budgetTHE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS: $300 over 3y, 0.0% of budgetFranciscan Family Apostolate Inc: $300 over 3y, 0.0% of budgetHartford HealthCare at Home Inc: $250 over 1y, 0.0% of budgetDana-Farber Cancer Institute Inc: $250 over 1y, 0.0% of budgetJUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND INC: $250 over 1y, 0.0% of budgetJEWISH FEDERATION OF EASTERN CONNECTICUT INC: $250 over 1y, 0.0% of budgetCONNECTICUT BRAIN TUMOR ALLIANCE INC: $200 over 2y, 0.0% of budgetKINGSWOOD OXFORD SCHOOL INC: $200 over 1y, 0.0% of budgetALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC: $200 over 2y, 0.0% of budgetStonington Little League: $200 over 1y, 0.2% of budgetCONNECTICUT FOODSHARE INC: $200 over 1y, 0.0% of budgetWest Feliciana Animal Humane Society Inc: $200 over 1y, 0.1% of budgetBRIDGEPORT RESCUE MISSION INC: $125 over 1y, 0.0% of budgetMERIDEN HUMANE SOCIETY INC: $100 over 1y, 0.0% of budgetTHE SURFRIDER FOUNDATION: $100 over 1y, 0.0% of budgetOSTEOGENESIS IMPERFECTA FOUNDATION: $100 over 1y, 0.0% of budgetRHODE ISLAND COMMUNITY FOOD BANK ASSOCIATION: $100 over 1y, 0.0% of budgetREGIONAL FOOD BANK OF NORTHEASTERN NEW YORK INC: $100 over 1y, 0.0% of budgetNATIONAL BRAIN TUMOR SOCIETY INC: $100 over 1y, 0.0% of budgetKIDZ KONNECTION INC: $100 over 1y, 0.0% of budgetHOUSE OF BREAD INC: $100 over 1y, 0.0% of budgetDEAN'S MILL ELEMENTARY SCHOOL PTO: $100 over 1y, 0.1% of budgetTREASURE COAST FOOD BANK INC: $100 over 1y, 0.0% of budgetARKANSAS HUNGER RELIEF ALLIANCE INC: $100 over 1y, 0.0% of budgetTHE WATERFORD PUBLIC LIBRARY: $100 over 1y, 0.1% of budgetProject Sweet Peas: $100 over 1y, 0.0% of budgetHARTFORD FOUNDATION FOR PUBLIC GIVING: $100 over 1y, 0.0% of budgetThe Cove Center for Grieving Children Inc: $100 over 1y, 0.0% of budgetDIABETES RESEARCH INSTITUTE FOUNDATION INC: $100 over 1y, 0.0% of budgetMid-Ohio Foodbank: $100 over 1y, 0.0% of budgetCYSTIC FIBROSIS FOUNDATION: $100 over 1y, 0.0% of budgetANCHOR SCHOLARSHIP FOUNDATION INC: $100 over 1y, 0.0% of budgetNEWHOUSE WILDLIFE RESCUE CORPORATION: $100 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.

Chelsea Groton Founda…Aetna Foundation IncHartford Foundation f…The Community Foundat…The Pfizer Foundation…Hartford HospitalUnited Way Inc United…Andrew J & Joyce D Ma…Burton & Phyllis Hoff…Cheryl Chase & Stuart…The Leever FoundationThe Antonacci Family …
Chelsea Groton FoundationCT25.7× affinity10 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Chelsea Groton Foundation · Aetna Foundation Inc · Hartford Foundation for Public Giving · The Community Foundation of Eastern Connecticut Inc · The Pfizer Foundation Inc · Hartford Hospital · United Way Inc United Way of Cent & Ne Connecticut · Andrew J & Joyce D Mandell Family Foundation Inc · Burton & Phyllis Hoffman Foundation Inc · Cheryl Chase & Stuart Bear Family Foundation Inc · The Leever Foundation · The Antonacci Family Foundation for Charitable Giving Inc

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.

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 105 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 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Possibly out of date. A more recent filing (FY2025) is on record and reports $47k of grant expense with no grantee named in the published copy. A private foundation itemizes every grant it makes, so a return carrying none has filed its list as an attachment that the public copy does not include. The figures above are therefore from FY2023, the most recent year this funder’s grantee list reached the public record.

Source object · view filing

Play a game based on Waterford Group’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