Charter Oak Foundation
EIN 952264158 · 501(c)(3) · Private foundation · West Simsbury, CT · recognized 1965
- Assets
- $1.4M
- Revenue
- $110K
- Expenses
- $145K
- Investment income
- $91.0K
Form 990 fiscal year ended 03/31/2025
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
No linked investment managers yet.
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
None reported.
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Cynthia G Marsh | President | $2,200 | $0 |
| Elizabeth Lane | Vice president | $2,200 | $0 |
| Andrew Marsh | Treasurer | $2,200 | $0 |
| Luisa K Gerasimo | Director | $2,200 | $0 |
| Allison Marsh Abbott | Secretary | $2,200 | $0 |
| Megan Jackson | Director | $2,200 | $0 |
| Elizabeth Marsh | Director | $2,200 | $0 |
| Marlon Goulbourne | Director | $2,200 | $0 |
Filing history
| Fiscal year end | Assets | Revenue | Expenses | Source |
|---|---|---|---|---|
| 03/31/2025 | $1.4M | $110K | $145K | 990 990PF · obj 202522629349100112 IRS ↗ |
| 03/31/2024 | $1.4M | $60.2K | $119K | 990 990PF · obj 202520459349100412 IRS ↗ |