The Connecticut State Capitol
Foundation Lookup

Form 990-PFTax year 2024EIN 95-2264158

Charter Oak Foundation

A private foundation in West Simsbury, CT. Its return for tax year 2024 lists 17 grants and $101,000 paid in grants.

See which foundations fund work like yours Matching by cause, place and grant size

Tax year 2024 (period ending Mar 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
Board of Directors
48 Fox Den Road
West Simsbury, CT 06092
(860) 212-2900
[email protected]
Form and materials
Applications should be submitted in writing and should include: 1)your organization's name, age, mission statement, and web address (if applicable); 2) a statement indicating what funding you are requesting and how the monies would be used if granted; 3) the names and titles of your board members; 4) the name of the contact person for directing questions; 5) a clear copy of your IRS form 501(c)3; 6) a copy of your most recent budget.
Deadlines
Applications are reviewed bi-annually
Restrictions
Organizations should be between two and fifteen years old, and provide counseling, role modeling, mentoring or similar programs. They cannot submit more than one request per 12-month period if awarded during that period. Organizations are capped at $25,000 in lifetime funding or five funded grant applications.

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2024

    $101,000

    Grants listed
    17
    Assets, end of year
    $1,354,618

  • Tax year 2023

    $75,000

    Grants listed
    16
    Assets, end of year
    $1,431,367

  • Tax year 2022

    $72,500

    Grants listed
    12
    Assets, end of year
    $1,359,435

  • Tax year 2021

    $102,000

    Grants listed
    19
    Assets, end of year
    $1,632,899

  • Tax year 2020

    $72,000

    Grants listed
    13
    Assets, end of year
    $1,719,682

  • Tax year 2019

    $68,600

    Grants listed
    14
    Assets, end of year
    $1,500,202

  • Tax year 2018

    $61,100

    Grants listed
    12
    Assets, end of year
    $1,456,416

Grants paid in 2024

17 grants, largest first

As listed on the return.

  1. SG United FoundationYork, ME

    General support

    $10,000
  2. Youth OutlookNaperville, IL

    General support

    $10,000
  3. Kitchen Garden Project Inc Garden-Raised BountyOlympia, WA

    General support

    $10,000
  4. Queerspace CollectiveMinneapolis, MN

    General support

    $10,000
  5. Compass for Kids IncSpringfield, IL

    General support

    $5,000
  6. Family Matters IncChicago, IL

    General support

    $5,000
  7. Trinity Academy of HartfordHartford, CT

    General support

    $5,000
  8. Vera Court Neighborhood CenterMadison, WI

    Community support

    $5,000
  9. Your Move MkeMilwaukee, WI

    General support

    $5,000
  10. Erins Angels of Cny IncPhoenix, NY

    General support

    $5,000
  11. ABC House IncAlbany, OR

    General support

    $5,000
  12. Winning Ways IncBranford, CT

    General support

    $5,000
  13. Read to AchieveNashville, TN

    General support

    $5,000
  14. Minnesota Transportation Museum IncSaint Paul, MN

    General support

    $5,000
  15. Heavenward Farm Horsemanship IncMorrow, OH

    General support

    $5,000
  16. Laurel House IncStamford, CT

    General support

    $4,000
  17. Soar and ElevateRichmond, VA

    General support

    $2,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Youth development3 grants $25,00032% of the total
  2. Human services4 grants $17,00022% of the total
  3. Civil rights1 grant $10,00013% of the total
  4. Education2 grants $10,00013% of the total
  5. Arts and culture1 grant $5,0006% of the total
  6. Community development1 grant $5,0006% of the total
  7. 1 other causes1 grant $5,0006% of the total

By State

Grants to organizations with a US address, latest year.

  1. Illinois3 grants $20,000
  2. Minnesota2 grants $15,000
  3. Connecticut3 grants $14,000
  4. Maine1 grant $10,000
  5. Washington1 grant $10,000
  6. Wisconsin2 grants $10,000
  7. New York1 grant $5,000
  8. Ohio1 grant $5,000
  9. Oregon1 grant $5,000
  10. Tennessee1 grant $5,000

Officers, directors and trustees

8 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Cynthia G MarshPRESIDENT Hours 1Pay $2,200
  • Elizabeth LaneVICE PRESIDENT Hours 1Pay $2,200
  • Andrew MarshTREASURER Hours 1Pay $2,200
  • Luisa K GerasimoDIRECTOR Hours 1Pay $2,200
  • Allison Marsh AbbottSECRETARY Hours 1Pay $2,200
  • Megan JacksonDIRECTOR Hours 1Pay $2,200
  • Elizabeth MarshDIRECTOR Hours 1Pay $2,200
  • Marlon GoulbourneDIRECTOR Hours 1Pay $2,200

The return

More foundations

Similar foundations

Same main cause (youth development), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Gregory T Spagnoletti Memorial FoundationPlantsville, CT 5 grants Preselected only $106,000 giving
  2. The Milford Bank Foundation IncMilford, CT 29 grants Preselected only $85,000 giving
  3. Friend A Russ Fund IncShelton, CT 6 grants Preselected only $65,500 giving
  4. The Reach FoundationFarmington, CT 18 grants Accepts applications $61,855 giving
  5. Stamford Woman's Club IncStamford, CT 15 grants Preselected only $61,000 giving