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Private foundation · West Simsbury, CT (gives in Tennessee from out of state)

Charter Oak Foundation

EIN 95-2264158 · Website · IRS record · Latest filing: tax year 2024

Takes applications

In 2024 it gave 1 grant worth $5,000 to Tennessee groups. A typical grant was $5,000 (1 grant).

Takes applications. See how to apply below.

Key facts

Grants in Tennessee
1 totaling $5,000
Typical grant How we figure this
$5,000 (1 grant)
A realistic first ask How we figure this
About $5,000, its middle Tennessee grant. First-time winners usually get less than repeat ones.
Where it gives
Davidson County · plus 16 grants outside Tennessee
Buildings & equipment
None of its Tennessee grants in this filing were for buildings or equipment
Funds new groups? How we figure this
100% of the Tennessee groups it funded in 2024 were new (not funded in 2023): 1 of 1.
Total giving that year
$101,000

Giving by year

Giving by year from its IRS filings
Tax yearTotal grants paidTo TennesseeTennessee grants
2024$101K$5,0001
2023$75K—0

All grants paid To Tennessee

How to apply

Contact
Board Of Directors · West simsbury · (860) 212-2900 · Cynthia@charteroakfoundation.com
What to send
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
Limits
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.

As the foundation reported to the IRS for tax year 2024. Check its website or call before sending anything, because contacts and deadlines change.

Board and officers

Does your board know anyone here?

Checked in your browser only. The names are kept on this device for other foundation pages and are never sent to GrantMe.

  • Cynthia G MarshPresident
  • Elizabeth LaneVice president
  • Andrew MarshTreasurer
  • Luisa K GerasimoDirector
  • Allison Marsh AbbottSecretary
  • Megan JacksonDirector
  • Elizabeth MarshDirector
  • Marlon GoulbourneDirector

As listed in its 2024 IRS filing. Many foundations decide through their board, so a personal connection often matters more than a perfect application.

Tennessee organizations it funded

Largest first. Past winners are good people to ask what the foundation looks for. Select a group to see who else funds it.

Tennessee grants from Charter Oak Foundation
Past winnerWherePurposeAmount
Read to AchieveNashville, Davidson CountyGeneral support$5,000

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