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EIN 95-2264158

Charter Oak Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
West Simsbury
State
Connecticut
Year formed
1965
Most recent tax filings
2023-03-01
NTEE code, primary
T20: Private Foundations
Description
The Charter Oak Foundation is a private foundation located in West Simsbury, CT. The foundation primarily funds general support and community support grants to provide support for disadvantaged families and at-risk youth. The foundation also made 14 grants last year, including a grant to provide nonviolence education to youth and a grant to Young Lives Redeemed.
Total revenues
$-48,262
2023
Total expenses
$106,535
2023
Total assets
$1,359,435
2023
Num. employees
0
2023

Grants made by Charter Oak Foundation

GranteeGrant descriptionAmount
Healing Meals Foundation CorporationGeneral Support$10,000
Hope Harbor / Laurel HouseGeneral Support$10,000
The Lucy ProjectGeneral Support$7,500
...and 9 more grants made

Personnel at Charter Oak Foundation

NameTitleCompensation
Andrew MarshTreasurer$2,200

Financials for Charter Oak Foundation

RevenuesFYE 03/2023
Total grants, contributions, etc.$75
Investment income and dividends$31,292
Net rental income$0
Net gain from sale of non-inventory assets$-79,629
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$-48,262

Form 990s for Charter Oak Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-032023-11-28990PFView PDF
2022-032023-02-15990PFView PDF
2021-032021-12-07990PFView PDF
2020-032021-06-10990PFView PDF
2019-032019-10-18990PFView PDF
...and 7 more Form 990s
Data update history
February 3, 2024
Posted financials
Added Form 990PF for fiscal year 2023
June 22, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 19, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 18, 2023
Updated personnel
Identified 4 new personnel
June 8, 2022
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employeesAccepts online donations
General information
Address
48 Fox Den Rd
West Simsbury, CT 06092
Metro area
Hartford-East Hartford-Middletown, CT
County
Capitol Planning Region, CT
Website URL
charteroakfoundation.com/ 
Phone
(860) 212-2900
IRS details
EIN
95-2264158
Fiscal year end
March
Taxreturn type
Form 990-PF
Year formed
1965
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Not Operate or Solicit for Charitable Purposes
Charity Registration status
Delinquent
FTB status revoked
Not revoked
AG Registration Number
050003
FTB Entity ID
0454786
AB 488 data last updated ("as-of") date
2024-09-18
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