Kentucky · Nonprofit
The Charlemagne Institute
The Charlemagne Institute (Kentucky) receives grants from 37 organizations whose IRS filings report $1,122,289 to it, the largest being SARAH SCAIFE FOUNDATION INCORPORATED ($220,000). 20 of them have funded it in more than one year.
- Revenue FY2024
- $372k
- Funders on record
- 37
- Grants received
- $1.1M
- Net assets
- $-143887
What The Charlemagne Institute does
Mission
The Charlemagne Institute is defending and advancing Western civilization through print, digital and in-person communications.
As stated on its FY2024 Form 990.
Programs
General promotion and educational outreach to defend and advance western civilization. Efforts include tv interviews, podcasts, social media, mailings, emails, and other available tools. In all, charlemagne institute reaches hundreds of thousands of readers annually, while seeing millions of content views via outreach to the public.
$88,824 spent10% of program spendingIntellectual takeout is charlemagne institutes webzine geared towards a younger american audience. Established in 2009, intellectual takeout (ito) has hundreds of thousands of unique readers annually and millions of views of content via social media and email outreach and communications. Over the course of a year, ito will publish over 1,000 articles promoted to hundreds of thousands of followers via social media and email. Our webzine helps educate our readers on the foundations, traditions, principles, and history of america and western civilization. At the same time, ito deconstructs modern and past ideologies, showing the faulty logic and the disastrous results. Throughout all our publications, charlemagne institute draws a clear line between our editorial decisions and our donors and board of directors. While donors may direct funding to specific projects, such as the alcuin internship, they are not directing the writing of publishing of our content. We publish a wide range of content that is meant to foster discussion and further intellectual discovery.
$185,755 spent21% of program spendingChronicles: a magazine of american culture has been a stronghold of intelligent, conservative discourse on western and american culture since 1977. Each year, we publish 12 issues of the magazine. All charlemagne institute members receive a subscription to chronicles. In 2022, we celebrated our 45th anniversary. Through the print magazine as well as social media outlets, our website, tv and radio interviews, and podcasts, chronicles examines and analyzes current events from the perspectives of history, theology, literature, and philosophy. Influencing the influential, over a third of its subscribers hold advanced degrees. Its readership includes novelists, filmmakers, university professors, teachers, homeschooling mothers, priests and pastors, captains of industry, government researchers, journalists, think tank leaders, lawyers, bishops, judges, bureaucrats, and politicians. In 2020, we released our first volume of remembering the right, a special compilation issue of articles dedicated to sharing the wisdom of past conservative and western intellectuals. Throughout all our publications, charlemagne institute draws a clear line between our editorial decisions and our donors and…
$624,361 spent69% of program spending
The 3 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $898,940.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $4.1M to $2.6M (−38%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2019 13% · 2020 22% · 2021 27%. Grants only. Government contracts and fees sit inside program revenue.
119% of The Charlemagne Institute’s revenue is contributions — more reliant on donations than three-quarters of its peers (57% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 7 of the last 7 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Robert Roach
CEO
Board chair
Raymond Welder
Chairman
As listed on its FY2024 Form 990.
The chief executive listed changed between the FY2021 and FY2022 filings.
Who funds it, year by year
2017 → 2023: the base narrowed from 14 funders to 8 funders, grant income fell $121k → $39k.
8 of 37 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 25% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
Left out of every figure on this page: $37k from one payer (the payer shares this organization's board, largest The Rockford Institute). These are real filings, and they are not money The Charlemagne Institute raised.
From the IRS filings of The Charlemagne Institute’s funders (the co-funder graph). Top 30 of 37 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
The Charlemagne Institute has a broad base — no single funder exceeds 20% of grant income, and it takes 4 funders to reach half.
the vertical line marks half of all grant income — 4 funders to its left
26% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund The Charlemagne Institute.
Largest funder’s share by year: 2017 31% · 2018 34% · 2019 44% · 2020 35% · 2021 61% · 2022 26% · 2023 29% — broadly stable.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
32% of The Charlemagne Institute's funders are still giving 3 years after their first grant; 54% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
The Charlemagne Institute draws 100% of its grant income from funders outside Kentucky, across 16 states in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $278k arriving through sponsors registered in 7 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
The Charlemagne Institute's revenue fell 64% between 2017 and 2024.
this organization peer median middle 50% of peers· 22,812 education nonprofits $100k–$1M, FY2024
Government funding The Charlemagne Institute receives
Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $50 on record.
- REFUNDS - GENERAL $50
Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.
Organizations like The Charlemagne Institute
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Kentucky
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
86% of spending goes to programs.
Governance
Public support
87%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Part of a family of 1 related entity
- The Chronicles Institute · exempt
Screen this organization
A dated, signed PDF of the compliance screen for The Charlemagne Institute: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds The Charlemagne Institute?
- The Charlemagne Institute (Kentucky) receives grants from 37 organizations whose IRS filings report $1,122,289 to it, the largest being SARAH SCAIFE FOUNDATION INCORPORATED ($220,000). 20 of them have funded it in more than one year.
- How many funders does The Charlemagne Institute have?
- IRS filings report 37 organizations giving $1,122,289 in grants to The Charlemagne Institute, 20 of which have funded it in more than one year.
- Who is the largest funder of The Charlemagne Institute?
- SARAH SCAIFE FOUNDATION INCORPORATED is the largest funder on record, with $220,000 in grants. The full list of funders is on this page.
- How can an organization like The Charlemagne Institute find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Kentucky. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Charlemagne Institute →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 37 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing