Charter Oak State College Foundation Inc
Donations deductibleRevenue
$446k
year to 30 June 2025
Expenses
$543k
year to 30 June 2025
Total assets
$2.9m
$0 liabilities
Net assets
$2.9m
assets less liabilities
Directors and trustees
15
5.4 years on average
Staff
0
employees, year to 30 June 2025
Left since last filing
0
no seats appear to have opened
Officers and senior staff
2
named in Part VII
Charter Oak State College Foundation Inc's network
15 people8 organisationsi15 people and 8 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (15). Violet dotted lines (8) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
15 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 15 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Anne Elwell | Director | 2021 | 5 yrs |
| Betsy Udal | Director | 2021 | 5 yrs |
| Cecilia Kozlowski | Director | 2021 | 5 yrs |
| Daniel Purushotham | Director | 2021 | 5 yrs |
| David Calibey (also filed as Dave Calibey) | Director | 2021 | 5 yrs |
| Glenn Davis | Treasurer | 2021 | 5 yrs |
| Jason Jakubowski | Director | 2021 | 5 yrs |
| Joe Waxman (also filed as Joe Waxman) | Company secretary | 2021 | 5 yrs |
| Joyce Petrella | Vice President | 2021 | 5 yrs |
| Julio Casiano | Director | 2021 | 5 yrs |
| Marcia Anderson-Esson | Director | 2021 | 5 yrs |
| Neal Cunningham | President | 2021 | 5 yrs |
| Steven Taylor | Director | 2021 | 5 yrs |
| Susan Lewis | Director | 2021 | 5 yrs |
| Tracy Allen | Director | 2021 | 5 yrs |
Officers and senior leadership
2 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Carol Hall | Exec Director | since 2021 |
| Thomas McGovern | Foundation Accountant | 2021 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Glenn Davis | President | 1 | $0 | ||
| Albert Schmid | Vice President | 1 | $0 | ||
| Joe Waxman | Secretary | 1 | $0 | ||
| Julio Casiano | Treasurer | 1 | $0 | ||
| Tony Disorbo | Director | 1 | $0 | ||
| Sean Doherty | Director | 1 | $0 | ||
| Susan Lewis | Director | 1 | $0 | ||
| Kathryn Mastandrea | Director | 1 | $0 | ||
| Mary McCallister | Director | 1 | $0 | ||
| Shonda McLennon | Director | 1 | $0 | ||
| Padric Noonan | Director | 1 | $0 | ||
| Betsy Udal | Director | 1 | $0 | ||
| Albert Schmid | Director | 1 | $0 | ||
| Joyce Petrella | Immediate Past President | 1 | $0 | ||
| Carol Hall | Executive Director | 15 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Charter Oak State College Foundation Inc
- EIN
- 060969831
- Address
- 185 Main Street, New Britain, CT, 06051-2296
- State
- Connecticut
- Mission
- The mission of the charter oak state college foundation is to expand access to higher education by supporting charter oak state college students and programs through private philanthropy. The foundation provides scholarships, grants, degree completion assistance, and related support to reduce financial barriers, promote educational equity, and advance economic and career mobility. Through... (as filed on the Form 990)
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Size band
- 6 (IRS master file code)
- Formed
- 1977
- Principal officer
- Glenn Davis (as named on the Form 990)
- IRS ruling date
- 1 February 1978
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 3, latest 2023
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥5years on the filingsAnne Elwell
≥5years on the filingsBetsy Udal
≥5years on the filingsCecilia Kozlowski
≥5years on the filingsDaniel Purushotham
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $2.9m
- Total liabilities
- $0
- Net assets or fund balances
- $2.9m
- Contributions and grants received
- $332k
- Program service revenue
- $0
- Grants and similar paid out
- $402k
- Employees
- 0
Grants paid
1 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Charter Oak State College | Financial aid for scholarship recipients | $0 |
State registration
1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.Charter Oak State College Foundation, Inc. likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Connecticut Secretary of the State, business registry and officers (data.ct.gov n7gp-d28j and ka36-64k6). Licence not stated. Data last fetched 18 October 2026.
- State
- Connecticut
- Entity type
- Non-Stock
- Status
- Active
- Formed
- 30 September 1977
- Registered agent
- Glenn Davis (city and state not held)
Officers (6)
- Albert Schmid Officer
- Carol Hall Director
- Glenn Davis Officer
- Joe Waxman Officer
- Julio Casiano Officer
- Tony DiSorbo Officer
City and state of officers are not held in this extract.