Private Foundation

CHARTER OAK FOUNDATION

CHARTER OAK FOUNDATION is a private foundation categorized as Private Foundation based in WEST SIMSBURY, CT. Its most recent IRS filing (2025) reports revenue of $110K, expenses of $145K, total assets of $1.4M. Imperigo tracks 110 reported grants from this foundation totaling approximately $583K.

EIN: 952264158 WEST SIMSBURY, CT Latest filing: 2025
Total Revenue$110K
Total Expenses$145K
Total Assets$1.4M
Grants Given110
Grant Total$583K
Filing Years2021–2025

Sample Grants Given

SG UNITED FOUNDATION
YORK, ME · 2024
GENERAL SUPPORT
$10,000
YOUTH OUTLOOK
NAPERVILLE, IL · 2024
GENERAL SUPPORT
$10,000
KITCHEN GARDEN PROJECT INC GARDEN-RAISED BOUNTY
OLYMPIA, WA · 2024
GENERAL SUPPORT
$10,000
QUEERSPACE COLLECTIVE
MINNEAPOLIS, MN · 2024
GENERAL SUPPORT
$10,000
VERA COURT NEIGHBORHOOD CENTER
MADISON, WI · 2024
COMMUNITY SUPPORT
$5,000

Showing up to 5 of 110 total records — full history available with membership.

Officers & Directors

SECRETARY Allison Marsh Abbott
TREASURER Andrew Marsh
PRESIDENT Cynthia G Marsh
VICE PRESIDENT Elizabeth Lane
DIRECTOR Elizabeth Marsh
DIRECTOR Luisa K Gerasimo

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL SUPPORT
$481,600 88 grants
COMMUNITY SUPPORT
$33,000 7 grants
GRANT FOR GENERAL OPERATING COSTS TO THIS ORGANIZATION PROVIDING EDUCATIONAL AND NONVIOLENCE PROGRAMS TO AT-RISK YOUTH
$15,000 3 grants
GRANT FOR GENERAL OPERATING EXPENSES TO PROVIDE ONE-ON-ONE LITERACY ARTS TRAINING FOR AT-RISK YOUTH
$10,000 2 grants
GRANT TO ASSIST HOMELESS YOUTH PROJECTS
$10,000 2 grants

Financial Trends

Year Revenue Expenses Assets
2025 $110K $145K $1.4M
2024 $60K $119K $1.4M
2023 $-48K $107K $1.4M
2022 $159K $138K $1.6M
2021 $18K $103K $1.7M

Between 2021 and 2025, reported annual revenue grew from $18K to $110K (+496%), with total assets most recently reported at $1.4M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AZ, CA, CT, FL, IL, MA, and 4 other states.

AZCACTFLILMAMEMNNYOH

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for CHARTER OAK FOUNDATION

Complete financials, all 110 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports
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