Grant Funder Grant Recipient
Organizations Charter Fund INC

Charter Fund INC

CHARTER FUND, INC (THE "FUND OR "CHARTER SCHOOL GROWTH FUND") PRIMARILY PROVIDES GRANTS AND LOANS TO CHARTER SCHOOL MANAGEMENT ORGANIZATIONS THAT MANAGE AND GROW NETWORKS OF SCHOOLS. THE FUND ONLY SUPPORTS ORGANIZATIONS THAT DEMONSTRATE AN IMPACT ON UNDERSERVED STUDENT POPULATIONS AND OUTSTANDING VALUE-ADDED ACADEMIC GAINS. THE FUND FOCUSES ON GEOGRAPHIC AREAS SUPPORTIVE OF FURTHER EXPANSION OF CHARTER SCHOOLS. THE FUND DISTRIBUTED $53,983,999 OF GRANTS TO OR FOR THE BENEFIT OR CHARTER SCHOOL MANAGEMENT ORGANIZATIONS AND INCURRED ADDITIONAL CHARITABLE EXPENSES OF $19,837,550 DURING THE CALENDAR YEAR ENDED DECEMBER 31, 2021. IN ADDITION, THE FUND ISSUED $15,935,301 OF PROGRAM-RELATED INVESTMENT (PRI) LOANS TO CHARTER SCHOOL MANAGEMENT ORGANIZATIONS DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2021. SEE PART IX-B AND XV FOR A DETAILED LISTING OF LOANS AND GRANTS DURING THE CURRENT YEAR.

Source: IRS Form 990
Public Charity 501(c)(3) NTEE T21
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Organization Overview

Street address
BROOMFIELD, CO 80021
(303) ***-**90
EIN
MemberPlus+
Earliest Filing
2017
Organization Type
Public Charity
Deductibility Status
Contributions are tax-deductible

Grants Given by Year

HighMediumLow
High
High
High
High
High
High
High
High
20172018201920202021202220232024

Grants Received by Year

This organization also receives grants. See Funding Received below for details.

HighMediumLow
High
High
High
High
High
High
201720182019202020212022
Total Grants Given
$X.XB
All Years
Filings on File
8
Tax Years
NTEE Category
T21
Corporate Foundations

IRS Classification Codes

NTEE Code
T21
Corporate Foundations

Private foundations whose grant funds are derived primarily from the contributions of a profit-making business organization.

The National Taxonomy of Exempt Entities (NTEE) code is a four digit code used to classify an exempt IRC 501(c)(3) organization.

Subsection Code
03
Private operating foundation (other)

Subsection Codes are the codes shown under section 501(c) of the Internal Revenue Code of 1986 which define the category under which an organization may be exempt.

Asset Code
9
≥ 50,000,000

Asset Codes relate to the amount of assets shown on the most recent Form 990 series return filed by the organization.

Affiliation Code
3
Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).

Affiliation Code defines the organizational grouping.

Deductibility Code
1
Contributions are deductible.

Deductibility Code signifies whether contributions made to an organization are deductible.

Funding Received

Verified from IRS Form 990 Schedule I filings by this organization's funders - 48 grants from 18 funders, 2017-2022.

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Source: Provided by the organization

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