Charter Oak Foundation
Historical FunderWest Simsbury, Connecticut · EIN 95-2264158 · Private foundation · Website
Half of its grants to organizations were between $5,000 and $5,000.
How to apply
The foundation filed the following application information (Form 990-PF Part XV, tax year 2024):
| Contact | BOARD OF DIRECTORS |
|---|---|
| Address | 48 FOX DEN ROAD, WEST SIMSBURY CT 06092 |
| Phone | 8602122900 |
| CYNTHIA@CHARTEROAKFOUNDATION.COM | |
| 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. |
Copied as filed. Deadlines on a tax return describe the foundation's usual process; they are not confirmation of a current open cycle.
What it funds
Share of grant lines on the latest return, classified from the purpose each grant states.
Where it gives
82% of grants went outside Connecticut.
Grants paid in tax year 2024
| Recipient | Location | Purpose | Amount |
|---|---|---|---|
| Sg United Foundation | York, ME | General support | $10,000 |
| Youth Outlook | Naperville, IL | General support | $10,000 |
| Kitchen Garden Project Inc Garden-Raised Bounty | Olympia, WA | General support | $10,000 |
| Queerspace Collective | Minneapolis, MN | General support | $10,000 |
| Compass for Kids Inc | Springfield, IL | General support | $5,000 |
| Family Matters Inc | Chicago, IL | General support | $5,000 |
| Trinity Academy of Hartford | Hartford, CT | General support | $5,000 |
| Vera Court Neighborhood Center | Madison, WI | Community support | $5,000 |
| Your Move Mke | Milwaukee, WI | General support | $5,000 |
| Erins Angels of Cny Inc | Phoenix, NY | General support | $5,000 |
| Abc House Inc | Albany, OR | General support | $5,000 |
| Winning Ways Inc | Branford, CT | General support | $5,000 |
| Read to Achieve | Nashville, TN | General support | $5,000 |
| Minnesota Transportation Museum Inc | St Paul, MN | General support | $5,000 |
| Heavenward Farm Horsemanship Inc | Morrow, OH | General support | $5,000 |
| Laurel House Inc | Stamford, CT | General support | $4,000 |
| Soar and Elevate | Richmond, VA | General support | $2,000 |
Giving by year
| Tax year | Grants paid | Grant lines |
|---|---|---|
| 2024 | $101,000 | 17 |
| 2023 | $75,000 | 16 |
Sources
- IRS Form 990-PF, tax year 2024, filed Sep 19, 2025 - IRS e-file batch, object ID 202522629349100112
- IRS Tax Exempt Organization Search for EIN 95-2264158
- Profile updated Nov 6, 2026
Facts on this page come from the foundation's own IRS Form 990-PF filings as published by the IRS. Grantvello does not know whether a foundation is accepting proposals right now: a past grant is not an open opportunity. Always confirm current guidelines with the funder before applying.