Private foundation (trust)EIN 952264158Est. 1965-04
CHARTER OAK FOUNDATION
WEST SIMSBURY, CT 06092
Accepts unsolicited proposalsTotal Assets
$1.4M
FY 2024
Annual Giving
$101K
FY 2024
Grants Made
17
FY 2024
Avg Grant
$6K
FY 2024
Grant Range
$2K–$10K
Typical
Deadlines
Applications are reviewed bi-annually
Applications
Financial Snapshot
2024 filing
Total Revenue
$110K
Total Expenses
$145K
Qualifying Distributions
$123K
Distributable Amount
$69K
Min. Investment Return
$70K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
17 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
77 grants
Grant Size Distribution
77 grants
Geographic Focus
14 states
+4 more states
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