CHARTER OAK FOUNDATION
https://WWW.CHARTEROAKFOUNDATION.COM
$1.4M
Total Assets (2025)
$58K
Avg Yearly Giving (2023–2025)
$174K
Giving on File
(3 yrs)
(3 yrs)
29
Grants on File
$6K
Avg Grant Size
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
BOARD OF DIRECTORS
Phone
8602122900
Deadlines
APPLICATIONS ARE REVIEWED BI-ANNUALLY
How to Apply
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.
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.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | N/A | $1.5M | $114K | N/A |
| 2020 | N/A | $1.5M | $248K | N/A |
| 2021 | N/A | $1.7M | $18K | N/A |
| 2023 | $72K | $1.4M | $-48K | 12 |
| 2025 | $101K | $1.4M | $110K | 17 |
Grant Size Distribution
Based on 29 grants on record
Minimum
$2K
25th Pctl
$5K
Median
$5K
Average
$6K
75th Pctl
$5K
Maximum
$10K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| ELIZABETH MARSH | DIRECTOR | $2K |
| MEGAN JACKSON | DIRECTOR | $2K |
| ALLISON MARSH ABBOTT | SECRETARY | $2K |
| ELIZABETH LANE | VICE PRESIDENT | $2K |
| LUISA K GERASIMO | DIRECTOR | $2K |
| ANDREW MARSH | TREASURER | $2K |
| MARLON GOULBOURNE | DIRECTOR | $2K |
| CYNTHIA G MARSH | PRESIDENT | $2K |
| MEGAN MARSH | DIRECTOR | $2K |
| JOHN A LANE JR THRU JULY 20 2019 | TREASURER | $2K |
| JOHN A LANE JR | TREASURER | $2K |
| ELI MARSH | DIRECTOR | — |
Grants Awarded (29 total)
| Recipient | Location | Amount | Purpose | Year |
|---|---|---|---|---|
| KITCHEN GARDEN PROJECT INC GARDEN-RAISED BOUNTY | OLYMPIA, WA | $10,000 | GENERAL SUPPORT | 2025 |
| LAUREL HOUSE INC DBA HOPE HARBOR | TUSTIN, CA | $10,000 | GENERAL SUPPORT | 2023 |
| HEALING MEALS FOUNDATION | BLOOMFIELD, CT | $10,000 | GENERAL SUPPORT | 2023 |
| SG UNITED FOUNDATION | YORK, ME | $10,000 | GENERAL SUPPORT | 2025 |
| YOUTH OUTLOOK | NAPERVILLE, IL | $10,000 | GENERAL SUPPORT | 2025 |
| QUEERSPACE COLLECTIVE | MINNEAPOLIS, MN | $10,000 | GENERAL SUPPORT | 2025 |
| THE LUCY PROJECT | MIAMI, FL | $7,500 | GENERAL SUPPORT | 2023 |
| SG UNITED FOUNDATION | YORK, ME | $5,000 | GENERAL SUPPORT | 2023 |
| CHICAGO ABORTION FUND | CHICAGO, IL | $5,000 | GENERAL SUPPORT | 2023 |
| COMPASS FOR KIDS INC | SPRINGFIELD, IL | $5,000 | GENERAL SUPPORT | 2025 |
| FAMILY MATTERS INC | CHICAGO, IL | $5,000 | GENERAL SUPPORT | 2025 |
| TRINITY ACADEMY OF HARTFORD | HARTFORD, CT | $5,000 | GENERAL SUPPORT | 2025 |
| VERA COURT NEIGHBORHOOD CENTER | MADISON, WI | $5,000 | COMMUNITY SUPPORT | 2025 |
| YOUR MOVE MKE | MILWAUKEE, WI | $5,000 | GENERAL SUPPORT | 2025 |
| ERINS ANGELS OF CNY INC | PHOENIX, NY | $5,000 | GENERAL SUPPORT | 2025 |
| A PROMISE TO JORDAN | SIMSBURY, CT | $5,000 | GENERAL SUPPORT | 2023 |
| FAMILY MATTERS INC | CHICAGO, IL | $5,000 | GENERAL SUPPORT | 2023 |
| INNOVATORS FOR PURPOSE | ACTON, MA | $5,000 | GENERAL SUPPORT | 2023 |
| SENECA FAMILY OF AGENCIES | OAKLAND, CA | $5,000 | GENERAL SUPPORT | 2023 |
| THE NETWORK AGAINST DOMESTIC ABUSE | ENFIELD, CT | $5,000 | GENERAL SUPPORT | 2023 |
| YOUTH OUTLOOK | NAPERVILLE, IL | $5,000 | GENERAL SUPPORT | 2023 |
| WITH HOPE | DALLAS, TX | $5,000 | GENERAL SUPPORT | 2023 |
| MINNESOTA TRANSPORTATION MUSEUM INC | ST PAUL, MN | $5,000 | GENERAL SUPPORT | 2025 |
| HEAVENWARD FARM HORSEMANSHIP INC | MORROW, OH | $5,000 | GENERAL SUPPORT | 2025 |
| ABC HOUSE INC | ALBANY, OR | $5,000 | GENERAL SUPPORT | 2025 |