Charter Oak Foundation

West Simsbury, CT
Tax-exempt since April 1965
EIN: 95-2264158

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$110k (2025)

Expenses

$145k (2025)

Total Assets

$1.35M (2025)

Total Liabilities

$5.5k (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending March
2025

Revenue

$109,531

Expenses

$144,568

Net Income

-$35,037

Net Assets

$1,349,117

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,927	24.6%
Sales of Assets	$82,604	75.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$123,007	85.1%
Compensation of Officers*	$17,600	12.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,354,618
Total Liabilities	$5,501
Net Assets	$1,349,117

Compensation

Key Employees and Officers	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

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990-PF

Filed on Sept. 19, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2024

Revenue

$60,192

Expenses

$119,003

Net Income

-$58,811

Net Assets

$1,430,731

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$33,429	55.5%
Sales of Assets	$26,329	43.7%
Other Income	$433	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,556	84.5%
Compensation of Officers*	$17,600	14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,431,367
Total Liabilities	$636
Net Assets	$1,430,731

Compensation

Key Employees and Officers	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

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990-PF

Filed on Feb. 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2023

Revenue

-$48,262

Expenses

$106,535

Net Income

-$154,797

Net Assets

$1,359,256

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$75
Interest Revenue	$0
Dividends	$31,292
Sales of Assets	-$79,629
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,049	82.6%
Compensation of Officers*	$16,000	15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,359,435
Total Liabilities	$179
Net Assets	$1,359,256

Compensation

Key Employees and Officers	Compensation	Other
Cynthia G Marsh (President)	$2,200	$0
Elizabeth Lane (Vice President)	$2,200	$0
Andrew Marsh (Treasurer)	$2,200	$0
Allison Marsh Abbott (Secretary)	$2,200	$0
Luisa K Gerasimo (Director)	$1,800	$0
Megan Jackson (Director)	$1,800	$0
Elizabeth Marsh (Director)	$1,800	$0
Marlon Goulbourne (Director)	$1,800	$0

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990-PF

Filed on Nov. 28, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2022

Revenue

$159,461

Expenses

$137,688

Net Income

$21,773

Net Assets

$1,631,988

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,980	18.8%
Sales of Assets	$124,154	77.9%
Other Income	$5,327	3.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,326	83.8%
Compensation of Officers*	$12,600	9.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,632,899
Total Liabilities	$911
Net Assets	$1,631,988

Compensation

Key Employees and Officers	Compensation	Other
Cynthia G Marsh (President)	$1,800	$0
Elizabeth Lane (Vice President)	$1,800	$0
Andrew Marsh (Treasurer)	$1,800	$0
Luisa K Gerasimo (Director)	$1,800	$0
Allison Marsh Abbott (Secretary)	$1,800	$0
Megan Jackson (Director)	$1,800	$0
Elizabeth Marsh (Director)	$1,800	$0
Marlon Goulbourne (Director)	$0	$0

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990-PF

Filed on Feb. 15, 2023

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Fiscal Year Ending March
2021

Revenue

$18,383

Expenses

$102,665

Net Income

-$84,282

Net Assets

$1,719,681

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,000	16.3%
Interest Revenue	$11	0.1%
Dividends	$24,580	> 100%
Sales of Assets	$0
Other Income	$4,054	22.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,927	81.7%
Compensation of Officers*	$10,800	10.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,719,682
Total Liabilities	$1
Net Assets	$1,719,681

Compensation

Key Employees and Officers	Compensation	Other
Cynthia G Marsh (President)	$1,800	$0
Elizabeth Lane (Vice President)	$1,800	$0
Andrew Marsh (Treasurer)	$1,800	$0
Luisa K Gerasimo (Director)	$1,800	$0
Allison Marsh Abbott (Secretary)	$1,800	$0
Megan Jackson (Director)	$1,800	$0
Eli Marsh (Director)	$0	$0

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990-PF

Filed on Dec. 7, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2020

Revenue

$247,570

Expenses

$105,792

Net Income

$141,778

Net Assets

$1,498,597

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$72,000	29.1%
Interest Revenue	$27	0.0%
Dividends	$71,134	28.7%
Sales of Assets	$103,511	41.8%
Other Income	$898	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,215	81.5%
Compensation of Officers*	$12,600	11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,500,202
Total Liabilities	$1,605
Net Assets	$1,498,597

Compensation

Key Employees and Officers	Compensation	Other
Cynthia G Marsh (President)	$1,800	$0
Elizabeth Lane (Vice President)	$1,800	$0
Andrew Marsh (Treasurer)	$1,800	$0
Luisa K Gerasimo (Director)	$1,800	$0
Allison Marsh Abbott (Secretary)	$1,800	$0
Megan Marsh (Director)	$1,800	$0
John A Lane Jr Thru July 20 2019 (Treasurer)	$1,800	$0

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990-PF

Filed on Sept. 25, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2019

Revenue

$114,053

Expenses

$73,459

Net Income

$40,594

Net Assets

$1,456,091

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	87.7%
Interest Revenue	$15	0.0%
Dividends	$43,789	38.4%
Sales of Assets	-$29,869
Other Income	$118	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,939	> 100%
Compensation of Officers*	$12,600	17.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,456,416
Total Liabilities	$325
Net Assets	$1,456,091

Compensation

Key Employees and Officers	Compensation	Other
Cynthia G Marsh (President)	$1,800	$0
Elizabeth Lane (Secretary)	$1,800	$0
John A Lane Jr (Treasurer)	$1,800	$0
Luisa K Gerasimo (Director)	$1,800	$0
Andrew Marsh (Director)	$1,800	$0
Allison Marsh Abbott (Corresponding Secretary)	$1,800	$0
Megan Marsh (Director)	$1,800	$0

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990-PF

Filed on Aug. 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2018

Revenue

$106,077

Expenses

$99,893

Net Income

$6,184

Net Assets

$1,368,622

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$22,958	21.6%
Sales of Assets	$83,057	78.3%
Other Income	$61	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,802	54.9%
Compensation of Officers*	$12,600	12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,395,147
Total Liabilities	$26,525
Net Assets	$1,368,622

Compensation

Key Employees and Officers	Compensation	Other
Cynthia G Marsh (President)	$1,800	$0
Elizabeth Lane (Secretary)	$1,800	$0
John A Lane Jr (Treasurer)	$1,800	$0
Luisa K Gerasimo (Director)	$1,800	$0
Andrew Marsh (Director)	$1,800	$0
Allison Marsh Abbott (Corresponding Secretary)	$1,800	$0
Megan Marsh (Director)	$1,800	$0

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990-PF

Filed on Sept. 28, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2017

Revenue

$73,452

Expenses

$113,695

Net Income

-$40,243

Net Assets

$1,380,729

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,105	42.3%
Sales of Assets	$42,347	57.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,701	84.2%
Compensation of Officers*	$7,000	6.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,381,110
Total Liabilities	$381
Net Assets	$1,380,729

Compensation

Key Employees and Officers	Compensation	Other
Cynthia G Marsh (President)	$1,000	$0
Elizabeth Lane (Secretary)	$1,000	$0
John A Lane Jr (Treasurer)	$1,000	$0
Luisa K Gerasimo (Director)	$1,000	$0
Andrew Marsh (Director)	$1,000	$0
Allison Marsh Abbott (Corresponding Secretary)	$1,000	$0
Megan Marsh (Director)	$1,000	$0

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990-PF

Filed on Aug. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2016

Revenue

-$36,163

Expenses

$93,715

Net Income

-$129,878

Net Assets

$1,443,684

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,691
Sales of Assets	-$72,854
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,031	80.1%
Compensation of Officers*	$7,000	7.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,443,694
Total Liabilities	$10
Net Assets	$1,443,684

Compensation

Key Employees and Officers	Compensation	Other
Cynthia G Marsh (President)	$1,000	$0
Elizabeth Lane (Secretary)	$1,000	$0
John A Lane Jr (Treasurer)	$1,000	$0
Luisa K Gerasimo (Director)	$1,000	$0
Andrew Marsh (Director)	$1,000	$0
Allison Marsh Abbott (Corresponding Secretary)	$1,000	$0
Megan Marsh (Director)	$1,000	$0

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990-PF

Filed on Aug. 8, 2016

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Fiscal Year Ending March
2015

Revenue

$95,503

Expenses

$119,413

Net Income

-$23,910

Net Assets

$1,564,678

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$40,930	42.9%
Sales of Assets	$53,886	56.4%
Other Income	$687	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,400	83.2%
Compensation of Officers*	$7,000	5.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,564,678
Total Liabilities	$0
Net Assets	$1,564,678

Compensation

Key Employees and Officers	Compensation	Other
Cynthia G Marsh (President)	$1,000	$0
Elizabeth Lane (Secretary)	$1,000	$0
John A Lane Jr (Treasurer)	$1,000	$0
Luisa K Gerasimo (Director)	$1,000	$0
Andrew Marsh (Director)	$1,000	$0
Allison Marsh (Corresponding Secretary)	$1,000	$0
Megan Marsh (Director)	$1,000	$0

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990-PF

Filed on Aug. 17, 2015

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Fiscal Year Ending March
2014

Revenue

$82,868

Expenses

$77,194

Net Income

$5,674

Net Assets

$1,597,848

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$62,141	75.0%
Sales of Assets	$20,675	24.9%
Other Income	$51	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,116	67.5%
Compensation of Officers*	$6,000	7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,598,798
Total Liabilities	$950
Net Assets	$1,597,848

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2013

Revenue

$109,159

Expenses

$120,951

Net Income

-$11,792

Net Assets

$1,605,444

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$47,067	43.1%
Sales of Assets	$62,062	56.9%
Other Income	$29	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,330	78.0%
Compensation of Officers*	$6,000	5.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,605,444
Total Liabilities	$0
Net Assets	$1,605,444

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2012

Revenue

-$71,876

Expenses

$72,274

Net Income

-$144,150

Net Assets

$1,622,935

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1
Dividends	$64,245
Sales of Assets	$0
Other Income	$1,799

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,779	67.5%
Compensation of Officers*	$6,000	8.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,622,935
Total Liabilities	$0
Net Assets	$1,622,935

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Charter Oak Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $110k (2025)

Expenses $145k (2025)

Total Assets $1.35M (2025)

Total Liabilities $5.5k (2025)

Tax Filings by Year

Fiscal Year Ending March 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$110k (2025)

Expenses

$145k (2025)

Total Assets

$1.35M (2025)

Total Liabilities

$5.5k (2025)

Fiscal Year Ending March
2025

Fiscal Year Ending March
2024

Fiscal Year Ending March
2023

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2022

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2021

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2020

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2019

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2018

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2017

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2016

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2015

Fiscal Year Ending March
2014

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2013

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2012

Fiscal Year Ending March
2011

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2010

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2009

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2008

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2007

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2003

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2002