TY 2024 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) KEVIN HALL...................................................................... PRESIDENT	40.00 .................	X	X	613,000	44,208
(2) JOHN FISHER...................................................................... DIRECTOR, BOARD CHAIR	1.00 .................	X	X	0	0
(3) ALLAN GOLSTON...................................................................... DIRECTOR, TREASURER	1.00 .................	X	X	0	0
(4) JAMES RAHN...................................................................... DIRECTOR, SECRETARY	1.00 .................	X	X	0	0
(5) DEE HASLAM...................................................................... DIRECTOR	1.00 .................	X		0	0
(6) REED HASTINGS...................................................................... DIRECTOR	1.00 .................	X		0	0
(7) CONSTANCE JONES...................................................................... DIRECTOR	1.00 .................	X		0	0
(8) TOM JOYCE...................................................................... DIRECTOR	1.00 .................	X		0	0
(9) CHARLENE REID...................................................................... DIRECTOR	1.00 .................	X		0	0
(10) NICOLE PULLEN ROSS...................................................................... DIRECTOR	1.00 .................	X		0	0
(11) FIDEL VARGAS...................................................................... DIRECTOR	1.00 .................	X		0	0
(12) ANILU VAZQUEZ-UBARRI...................................................................... DIRECTOR	1.00 .................	X		0	0
(13) JESSIE WOOLLEY-WILSON...................................................................... DIRECTOR	1.00 .................	X		0	0
(14) PAMELA INBASEKARAN...................................................................... COO/ASSISTANT SECRETARY	40.00 .................		X	312,333	34,453
(15) DARRYL COBB...................................................................... VICE PRESIDENT	40.00 .................		X	465,500	41,976
(16) JULIE MAIER...................................................................... VICE PRESIDENT (THRU 1/24)	1.00 .................		X	39,086	5,558
(17) RICHARD BILLINGS...................................................................... ASST SECRETARY (THRU 3/24), PARTNER	40.00 .................		X	319,042	35,866

(A) Name and business address	(B) Description of services	(C) Compensation
ATTUNED EDUCATION PARTNERS LLC 716 VALLEY RD MONTCLAIR,NJ07043	SCHOOL LEADERSHIP SUPPORT	848,799
COASTAL CLOUD LLC 1 HAMMOCK BEACH PKWY STE 200 PALM COAST,FL32137	SALESFORCE SYSTEM DEVELOPMENT	649,124
AFTON PARTNERS LLC 909 DAVIS ST STE 500 EVANSTON,IL60201	FINANCE AND GOVERNANCE CONSULTING	620,740
BELLWETHER EDUCATION PARTNERS INC 68 HARRISON AVE STE 605 PMB 73563 BOSTON,MA02111	SCHOOL LEADERSHIP SUPPORT	478,200
WELLS COACHING AND CONSULTING 2728 CANDELARIA DR HENDERSON,NV89074	SCHOOL LEADERSHIP SUPPORT	461,767
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 33

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public
Inspection

Name of the organization

CHARTER FUND INC
D/B/A CHARTER SCHOOL GROWTH FUND

Employer identification number

05-0620063

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2024

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	138,896,660	190,074,993	172,440,521	123,070,498	214,188,285	838,670,957
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	138,896,660	190,074,993	172,440,521	123,070,498	214,188,285	838,670,957
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..						426,295,599
6	Public support. Subtract line 5 from line 4.						412,375,358

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
7	Amounts from line 4..	138,896,660	190,074,993	172,440,521	123,070,498	214,188,285	838,670,957
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	2,768,937	3,531,980	12,941,271	22,622,775	17,618,341	59,483,304
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..	53,412					53,412
11	Total support. Add lines 7 through 10						898,207,673

Gross receipts from related activities, etc. (see instructions) ..................

24,393,307

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2024 (line 6, column (f) divided by line 11, column (f)) .........

45.910 %

Public support percentage for 2023 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2024

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2024 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2023 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2024 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2023 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2024

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2024

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2024

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2024

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2024 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2024	(iii) Distributable Amount for 2024
1 Distributable amount for 2024 from Section C, line 6
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2024:
a From 2019.......
b From 2020.......
c From 2021.......
d From 2022.......
e From 2023.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2024 distributable amount
i Carryover from 2019 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2024 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2024 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2025. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2020.....
b Excess from 2021.....
c Excess from 2022.....
d Excess from 2023.....
e Excess from 2024.....

Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	FEDERAL INCOME TAX REFUND - 2020 AMOUNT: $ 53,412.

Schedule A (Form 990) 2024

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

Name of the organization

CHARTER FUND INC
D/B/A CHARTER SCHOOL GROWTH FUND

Employer identification number

05-0620063

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025) Page 2

Name of organization CHARTER FUND INC D/B/A CHARTER SCHOOL GROWTH FUND

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 3

Name of organization CHARTER FUND INC D/B/A CHARTER SCHOOL GROWTH FUND		Employer identification number 05-0620063

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 4


Name of organization CHARTER FUND INC D/B/A CHARTER SCHOOL GROWTH FUND			Employer identification number 05-0620063
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (Rev. 1-2025)

Additional Data

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SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

CHARTER FUND INC
D/B/A CHARTER SCHOOL GROWTH FUND

Employer identification number

05-0620063

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds
1	Total number at end of year .........	1
2	Aggregate value of contributions to (during year)	33,485,000
3	Aggregate value of grants from (during year)	25,952,116
4	Aggregate value at end of year ........	25,401,391

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) (Rev. 1-2025)

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

Term endowment right arrow

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....	91,573	91,573	0
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				0

Schedule D (Form 990) (Rev. 1-2025)

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3) Other (A) VENTURE CAPITAL EDUCATION TECHNOLOGY	62,547,120	F
(B) MISSION RELATED INVESTMENT LOANS	2,477,639	F
(C) MISSION RELATED INVESTMENTS EQUITY	7,198,227	F
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	72,222,986

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1)CHARTER SCHOOL LOANS	71,909,413	F
(2)OVERGRAD, INC. - EQUITY	2,000,000	C
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)	73,909,413

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
457(B) DEFERRED COMP LIABILITY	391,728
CREDIT CARDS PAYABLES	79,330







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	471,058
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) (Rev. 1-2025)

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	241,987,639
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	6,897,870
b	Donated services and use of facilities .........	2b	2,430,000
c	Recoveries of prior year grants ...........	2c	258,313
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................			2e	9,586,183
3	Subtract line 2e from line 1..................			3	232,401,456
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	0
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	232,401,456

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	192,013,844
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a	2,430,000
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................			2e	2,430,000
3	Subtract line 2e from line 1...................			3	189,583,844
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................			4c	0
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	189,583,844

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation

Schedule D (Form 990) (Rev. 1-2025)

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Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization
CHARTER FUND INC
D/B/A CHARTER SCHOOL GROWTH FUND

Employer identification number
05-0620063

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) 1UP COACHING PO BOX 524 EDGEMONT,PA19028	85-3799846	501(C)(3)	50,000	IMPACT AND INNOVATION
(2) 50CAN INC 1380 MONROE STREET NW 413 WASHINGTON,DC20010	27-3069592	501(C)(3)	971,666	CHARTER SCHOOL CAPACITY-BUILDING
(3) A PLUS EDUCATION PARTNERSHIP PO BOX 4433 MONTGOMERY,AL36103	63-1050676	501(C)(3)	400,000	CHARTER SCHOOL CAPACITY-BUILDING
(4) ACHIEVEMENT FIRST INC 470 JAMES ST SUITE 7 NEW HAVEN,CT06513	65-1203744	501(C)(3)	100,000	CHARTER SCHOOL GROWTH
(5) AGENCY INC 6201 14TH ST NW WASHINGTON,DC20011	93-4634193	501(C)(3)	25,000	CHARTER SCHOOL CAPACITY-BUILDING
(6) ALABAMA AEROSPACE AND AVIATION SCHOOLS INC 1414 2ND AVE N BESSEMER,AL35020	84-3820962	501(C)(3)	225,000	CHARTER SCHOOL GROWTH
(7) ALBUQUERQUE COLLEGIATE INC 1720 BRIDGE BOULEVARD SOUTHWEST ALBUQUERQUE,NM87105	82-1295470	501(C)(3)	500,000	CHARTER SCHOOL CAPACITY-BUILDING
(8) ALBUQUERQUE COLLEGIATE INC 1720 BRIDGE BOULEVARD SOUTHWEST ALBUQUERQUE,NM87105	82-1295470	501(C)(3)	180,000	CHARTER SCHOOL GROWTH
(9) ALLEGIANCE STEAM ACADEMY INC 5862 C STREET CHINO,CA91710	82-2556226	501(C)(3)	300,000	CHARTER SCHOOL GROWTH
(10) ALLIANCE FOR COLLEGE-READY PUBLIC SCHOOLS FOUNDATION PO BOX 86609 LOS ANGELES,CA90086	84-3100099	501(C)(3)	260,000	IMPACT AND INNOVATION
(11) ALLIANCE FOR COLLEGE-READY PUBLIC SCHOOLS FOUNDATION PO BOX 86609 LOS ANGELES,CA90086	84-3100099	501(C)(3)	18,000	CHARTER SCHOOL CAPACITY-BUILDING
(12) ALLIANCE OF AI FOR EQUITY 327 ASHBY ST ALEXANDRIA,VA22305	93-3890328	501(C)(3)	725,000	IMPACT AND INNOVATION
(13) ALMA DEL MAR FOUNDATION INC 515 BELLEVILLE AVENUE NEW BEDFORD,MA02746	45-2914995	501(C)(3)	375,000	CHARTER SCHOOL GROWTH
(14) ALTURAS PREPARATORY ACADEMY INC 2280 EAST 17TH STREET IDAHO FALLS,ID83404	85-3948402	501(C)(3)	75,000	CHARTER SCHOOL CAPACITY-BUILDING
(15) AMIGOS POR VIDA FRIENDS FOR LIFE INC 5500 EL CAMINO DEL REY HOUSTON,TX77081	76-0433067	501(C)(3)	375,000	CHARTER SCHOOL CAPACITY-BUILDING
(16) AMIGOS POR VIDA FRIENDS FOR LIFE INC 5500 EL CAMINO DEL REY HOUSTON,TX77081	76-0433067	501(C)(3)	210,000	CHARTER SCHOOL GROWTH
(17) ANCHOR SCHOOLS INC 99 RANDOLPH ST NE ATLANTA,GA30312	85-3940446	501(C)(3)	100,000	CHARTER SCHOOL GROWTH
(18) ARIZONA AUTISM CHARTER SCHOOLS INC 1445 EAST INDIAN SCHOOL ROAD PHOENIX,AZ85020	46-1292127	501(C)(3)	500,000	CHARTER SCHOOL CAPACITY-BUILDING
(19) ARKANSAS ARTS ACADEMY 1110 W POPULAR STREET ROGERS,AR72756	71-0832162	501(C)(3)	250,000	CHARTER SCHOOL GROWTH
(20) ARRAY EDUCATION INC 25 BROADWAY 3RD FLOOR NEW YORK,NY10004	26-1525207	501(C)(3)	350,000	IMPACT AND INNOVATION
(21) ASCEND LEARNING INC 205 ROCKAWAY PARKWAY 6TH FLOOR BROOKLYN,NY11212	33-1200239	501(C)(3)	10,000	IMPACT AND INNOVATION
(22) ASCEND LEARNING INC 205 ROCKAWAY PARKWAY 6TH FLOOR BROOKLYN,NY11212	33-1200239	501(C)(3)	825,000	CHARTER SCHOOL CAPACITY-BUILDING
(23) ASPIRA OF DELAWARE CHARTER OPERATIONS 326 RUTHAR DRIVE NEWARK,DE19711	26-4060822	501(C)(3)	200,000	CHARTER SCHOOL GROWTH
(24) ATLANTA SMART ACADEMY INC 2636 MARTIN LUTHER KING JUNIOR DRIVE SOUTHWEST ATLANTA,GA30311	83-2312629	501(C)(3)	100,000	CHARTER SCHOOL GROWTH
(25) ATLAS PREPARATORY SCHOOL INC 1602 SOUTH MURRAY BLVD COLORADO SPRINGS,CO80916	26-2055229	501(C)(3)	20,000	IMPACT AND INNOVATION
(26) ATLAS PUBLIC SCHOOLS 2845 WASHINGTON AVENUE ST LOUIS,MO63103	83-3942865	501(C)(3)	10,000	IMPACT AND INNOVATION
(27) ATLAS PUBLIC SCHOOLS 2845 WASHINGTON AVENUE ST LOUIS,MO63103	83-3942865	501(C)(3)	250,000	CHARTER SCHOOL GROWTH
(28) AVENTURA COMMUNITY SCHOOLS INC 2529 FAIRFAX AVENUE NASHVILLE,TN37212	85-3501270	501(C)(3)	300,000	CHARTER SCHOOL GROWTH
(29) BAY AREA HYBRID COLLEGE INITIATIVE 1503 MACDONALD AVENUE RICHMOND,CA94801	82-3461657	501(C)(3)	200,000	IMPACT AND INNOVATION
(30) BECOMING COLLEGIATE ACADEMY INC 1655 PRUDENTIAL DRIVE JACKSONVILLE,FL32207	84-4707921	501(C)(3)	250,000	CHARTER SCHOOL GROWTH
(31) BECOMING COLLEGIATE ACADEMY INC 1655 PRUDENTIAL DRIVE JACKSONVILLE,FL32207	84-4707921	501(C)(3)	15,000	CHARTER SCHOOL CAPACITY-BUILDING
(32) BECOMING COLLEGIATE ACADEMY INC 1655 PRUDENTIAL DRIVE JACKSONVILLE,FL32207	84-4707921	501(C)(3)	34,750	IMPACT AND INNOVATION
(33) BEEHIVE EDUCATIONAL SERVICES 830 EAST 9400 SOUTH SANDY,UT84094	20-0912672	501(C)(3)	550,000	CHARTER SCHOOL CAPACITY-BUILDING
(34) BELIEVE SCHOOLS 2540 NORTH CAPITOL AVENUE INDIANAPOLIS,IN46208	83-3062439	501(C)(3)	29,500	IMPACT AND INNOVATION
(35) BELIEVE SCHOOLS 2540 NORTH CAPITOL AVENUE INDIANAPOLIS,IN46208	83-3062439	501(C)(3)	305,000	CHARTER SCHOOL CAPACITY-BUILDING
(36) BELIEVE SCHOOLS 2540 NORTH CAPITOL AVENUE INDIANAPOLIS,IN46208	83-3062439	501(C)(3)	100,000	CHARTER SCHOOL GROWTH
(37) BES INC 131 DARTMOUTH ST FLOOR 3 BOSTON,MA02116	35-2194153	501(C)(3)	1,120,000	CHARTER SCHOOL CAPACITY-BUILDING
(38) BOYS & GIRLS CLUBS OF PR INC RESIDENCIAL ERNESTO RAMOS ANTONINI CALLE ANA OTERO SAN JUAN,PA00924	66-0327584	501(C)(3)	150,000	CHARTER SCHOOL GROWTH
(39) BRAINATION INC AKA INSPIRE ACADEMIES 10325 BANDERA ROAD SAN ANTONIO,TX78250	74-2869255	501(C)(3)	200,000	CHARTER SCHOOL CAPACITY-BUILDING
(40) BRAVEN INC 100 N LASALLE STREET SUITE 310 CHICAGO,IL60602	46-4340594	501(C)(3)	265,000	IMPACT AND INNOVATION
(41) BREAKTHROUGH CHARTER SCHOOL 1820 PRIER DRIVE MARION,AL36756	85-1052118	501(C)(3)	150,000	CHARTER SCHOOL GROWTH
(42) BRIGHT STAR SCHOOLS 600 SOUTH LA FAYETTE PARK PLACE SUITE 302 LOS ANGELES,CA90057	55-0806673	501(C)(3)	17,000	IMPACT AND INNOVATION
(43) BRIGHTBEAM INC 511 OLDE TOWNE ROAD ROCHESTER,MI48308	85-3504131	501(C)(3)	250,000	CHARTER SCHOOL CAPACITY-BUILDING
(44) BRILLA COLLEGE PREPARATORY CHARTER SCHOOLS 1562 FIRST AVENUE NO 205-2219 NEW YORK,NY10028	81-3081969	501(C)(3)	20,000	IMPACT AND INNOVATION
(45) BRILLANTE ACADEMY 2021 S 45TH ST MCALLEN,TX76503	84-4218577	501(C)(3)	50,000	CHARTER SCHOOL CAPACITY-BUILDING
(46) BRILLANTE ACADEMY 2021 S 45TH ST MCALLEN,TX76503	84-4218577	501(C)(3)	300,000	CHARTER SCHOOL GROWTH
(47) BROOKE SCHOOL FOUNDATION 190 CUMMINS HIGHWAY ROSLINDALE,MA02131	30-0015324	501(C)(3)	700,000	CHARTER SCHOOL CAPACITY-BUILDING
(48) BUILDING RESPONSIBLE INTELLIGENT CREATIVE KIDS 534 CLINTON AVENUE NEWARK,NJ07108	27-0820249	501(C)(3)	250,000	CHARTER SCHOOL CAPACITY-BUILDING
(49) CAMBIAR EDUCATION 4653 MOUNT CARMEL ROAD STE 308-97 SAN DIEGO,CA92130	81-3508420	501(C)(3)	1,650,000	IMPACT AND INNOVATION
(50) CAPITAL COLLEGE & CAREER ACADEMY 501 ARDEN WAY SACRAMENTO,CA95815	84-2143195	501(C)(3)	17,750	IMPACT AND INNOVATION
(51) CAPITAL COLLEGE & CAREER ACADEMY 501 ARDEN WAY SACRAMENTO,CA95815	84-2143195	501(C)(3)	120,000	CHARTER SCHOOL GROWTH
(52) CARMEN HIGH SCHOOL OF SCIENCE AND TECHNOLOGY INC 1712 S 32ND ST MILWAUKEE,WI53215	56-2569203	501(C)(3)	110,000	IMPACT AND INNOVATION
(53) CARMEN HIGH SCHOOL OF SCIENCE AND TECHNOLOGY INC 1712 S 32ND ST MILWAUKEE,WI53215	56-2569203	501(C)(3)	137,500	CHARTER SCHOOL GROWTH
(54) CATALYST PUBLIC SCHOOLS 1305 IRONSIDES AVENUE BREMERTON,WA98310	83-2652050	501(C)(3)	175,000	CHARTER SCHOOL GROWTH
(55) CATALYST PUBLIC SCHOOLS 1305 IRONSIDES AVENUE BREMERTON,WA98310	83-2652050	501(C)(3)	60,000	CHARTER SCHOOL CAPACITY-BUILDING
(56) CATALYST PUBLIC SCHOOLS 1305 IRONSIDES AVENUE BREMERTON,WA98310	83-2652050	501(C)(3)	150,000	IMPACT AND INNOVATION
(57) CENTRAL QUEENS ACADEMY CHARTER SCHOOL 55-30 JUNCTION BOULEVARD ELMHURST,NY11373	45-3686922	501(C)(3)	300,000	CHARTER SCHOOL GROWTH
(58) CITIZENS OF THE WORLD CHARTER SCHOOLS 5371 WILSHIRE BLVD STE 210 LOS ANGELES,CA90036	45-2823612	501(C)(3)	250,000	CHARTER SCHOOL GROWTH
(59) CITIZENS OF THE WORLD CHARTER SCHOOLS - LOS ANGELES 5371 WILSHIRE BLVD STE 210 LOS ANGELES,CA90036	45-3532127	501(C)(3)	90,000	IMPACT AND INNOVATION
(60) CLARKSDALE COLLEGIATE 1012 W 2ND ST CLARKSDALE,MS38614	81-4454308	501(C)(3)	440,000	CHARTER SCHOOL GROWTH
(61) COLLEGIATE ACADEMIES 2625 THALIA STREET NEW ORLEANS,LA70113	80-0601507	501(C)(3)	137,500	IMPACT AND INNOVATION
(62) COLORADO LEAGUE OF CHARTER SCHOOLS 104 N BROADWAY STE 400 DENVER,CO80203	84-1288512	501(C)(3)	500,000	CHARTER SCHOOL CAPACITY-BUILDING
(63) COLORADO SCHOOLS FUND 1390 LAWRENCE ST STE 200 DENVER,CO80204	99-1440239	501(C)(3)	7,000,000	CHARTER SCHOOL CAPACITY-BUILDING
(64) CORAL ACADEMY OF SCIENCE LAS VEGAS 8965 SOUTH EASTERN AVENUE LAS VEGAS,NV89123	20-8050294	501(C)(3)	49,750	IMPACT AND INNOVATION
(65) CORAL ACADEMY OF SCIENCE LAS VEGAS 8965 SOUTH EASTERN AVENUE LAS VEGAS,NV89123	20-8050294	501(C)(3)	950,000	CHARTER SCHOOL CAPACITY-BUILDING
(66) CORAL ACADEMY OF SCIENCE LAS VEGAS 8965 SOUTH EASTERN AVENUE LAS VEGAS,NV89123	20-8050294	501(C)(3)	500,000	CHARTER SCHOOL GROWTH
(67) COWDEN STREET COLLABORATIVE INC 325 COWDEN STREET CENTRAL FALLS,RI02863	26-4751210	501(C)(3)	150,000	CHARTER SCHOOL GROWTH
(68) CREATION FOUNDATION INC 8911 TIMBER OAKS AVE PORT RICHEY,FL34668	59-3631650	501(C)(3)	700,000	CHARTER SCHOOL CAPACITY-BUILDING
(69) CREATION FOUNDATION INC 8911 TIMBER OAKS AVE PORT RICHEY,FL34668	59-3631650	501(C)(3)	650,000	CHARTER SCHOOL GROWTH
(70) D C PREPARATORY ACADEMY 707 EDGEWOOD STREET NE WASHINGTON,DC20017	02-0550253	501(C)(3)	35,000	CHARTER SCHOOL CAPACITY-BUILDING
(71) D C PREPARATORY ACADEMY 707 EDGEWOOD STREET NE WASHINGTON,DC20017	02-0550253	501(C)(3)	260,000	IMPACT AND INNOVATION
(72) DA VINCI SCHOOLS 201 N DOUGLAS STREET EL SEGUNDO,CA90245	26-3405843	501(C)(3)	152,000	IMPACT AND INNOVATION
(73) DC BILINGUAL PUBLIC CHARTER SCHOOL 33 RIGGS ROAD NORTHEAST WASHINGTON,DC20011	20-0412800	501(C)(3)	44,000	CHARTER SCHOOL CAPACITY-BUILDING
(74) DEKALB BRILLIANCE ACADEMY INC 781 LAKE AVENUE NORTHEAST ATLANTA,GA30307	84-3641905	501(C)(3)	200,000	CHARTER SCHOOL GROWTH
(75) DEMOCRACY PREP PUBLIC SCHOOLS 207 WEST 133RD STREET NEW YORK,NY10030	20-2629354	501(C)(3)	2,036,000	CHARTER SCHOOL GROWTH
(76) DEMOCRACY PREP PUBLIC SCHOOLS 207 WEST 133RD STREET NEW YORK,NY10030	20-2629354	501(C)(3)	900,000	CHARTER SCHOOL CAPACITY-BUILDING
(77) DISCOVERY CHARTER SCHOOL GROUP 501 ORANGE FACTORY ROAD BAHAMA,NC27503	47-5370695	501(C)(3)	250,000	CHARTER SCHOOL GROWTH
(78) DOVE SCHOOLS INC 9212 NORTH KELLEY AVENUE OKLAHOMA CITY,OK73131	81-3518666	501(C)(3)	1,050,000	CHARTER SCHOOL CAPACITY-BUILDING
(79) DOVE SCHOOLS INC 9212 NORTH KELLEY AVENUE OKLAHOMA CITY,OK73131	81-3518666	501(C)(3)	2,185,000	CHARTER SCHOOL GROWTH
(80) DR HOWARD FULLER COLLEGIATE ACADEMY INC 4030 N 29TH STREET MILWAUKEE,WI53216	30-0322248	501(C)(3)	250,000	CHARTER SCHOOL CAPACITY-BUILDING
(81) DREAM CHARTER SCHOOL 1991 SECOND AVENUE NEW YORK,NY10029	26-1841386	501(C)(3)	211,000	IMPACT AND INNOVATION
(82) DREAM CHARTER SCHOOL 1991 SECOND AVENUE NEW YORK,NY10029	26-1841386	501(C)(3)	875,000	CHARTER SCHOOL CAPACITY-BUILDING
(83) DSST PUBLIC SCHOOLS FOUNDATION 3401 QUEBEC STREET SUITE 2000 DENVER,CO80207	45-2796694	501(C)(3)	50,000	CHARTER SCHOOL CAPACITY-BUILDING
(84) DSST PUBLIC SCHOOLS FOUNDATION 3401 QUEBEC STREET SUITE 2000 DENVER,CO80207	45-2796694	501(C)(3)	25,000	IMPACT AND INNOVATION
(85) DSST PUBLIC SCHOOLS FOUNDATION 3401 QUEBEC STREET SUITE 2000 DENVER,CO80207	45-2796694	501(C)(3)	600,000	CHARTER SCHOOL GROWTH
(86) EDFUEL 1805 7TH STREET NW 7TH FLOOR WASHINGTON,DC20001	46-2975017	501(C)(3)	264,000	IMPACT AND INNOVATION
(87) EDNOVATE INC 350 S FIGUEROA STREET SUITE 100 LOS ANGELES,CA90071	45-4005918	501(C)(3)	975,000	CHARTER SCHOOL CAPACITY-BUILDING
(88) EDNOVATE INC 350 S FIGUEROA STREET SUITE 100 LOS ANGELES,CA90071	45-4005918	501(C)(3)	20,000	IMPACT AND INNOVATION
(89) EDNOVATE INC 350 S FIGUEROA STREET SUITE 100 LOS ANGELES,CA90071	45-4005918	501(C)(3)	400,000	CHARTER SCHOOL GROWTH
(90) EDUCATION FORWARD DC 641 S STREET NORTHWEST WASHINGTON,DC20001	81-1823628	501(C)(3)	300,000	IMPACT AND INNOVATION
(91) EDUCATION REFORM NOW INC 276 5TH AVENUE SUITE 704 915 NEW YORK,NY10001	20-3687838	501(C)(3)	300,000	CHARTER SCHOOL CAPACITY-BUILDING
(92) EDUCATION WRITERS ASSOCIATION 1825 K STREET NORTHWEST SUITE 200 WASHINGTON,DC20006	23-7439790	501(C)(3)	30,000	CHARTER SCHOOL CAPACITY-BUILDING
(93) ELEVATE ACADEMY 114 W CHICAGO ST CALDWELL,ID83605	82-3036828	501(C)(3)	365,000	IMPACT AND INNOVATION
(94) ELEVATE ACADEMY 114 W CHICAGO ST CALDWELL,ID83605	82-3036828	501(C)(3)	300,000	CHARTER SCHOOL GROWTH
(95) ELEVATE CHARTER SCHOOLS INC 804 STATE STREET NEW HAVEN,CT06511	87-4783048	501(C)(3)	200,000	CHARTER SCHOOL GROWTH
(96) EMPOWER SCHOOLS OF ALABAMA 751A ACADEMY DRIVE BESSEMER,AL35022	85-2038676	501(C)(3)	300,000	CHARTER SCHOOL GROWTH
(97) EQUITAS ACADEMY CHARTER SCHOOL INC 1700 WEST PICO BOULEVARD LOS ANGELES,CA90015	26-2439216	501(C)(3)	207,000	IMPACT AND INNOVATION
(98) EQUITAS ACADEMY CHARTER SCHOOL INC 1700 WEST PICO BOULEVARD LOS ANGELES,CA90015	26-2439216	501(C)(3)	250,000	CHARTER SCHOOL CAPACITY-BUILDING
(99) ESSENCE PREP INC 200 MELROSE PLACE SAN ANTONIO,TX78212	85-3931348	501(C)(3)	294,500	CHARTER SCHOOL GROWTH
(100) ETOILE ACADEMY INC 6648 HORNWOOD DRIVE HOUSTON,TX77074	81-4291553	501(C)(3)	226,000	CHARTER SCHOOL GROWTH
(101) EXCELLENCE COMMUNITY SCHOOLS INC 2090 7TH AVE SUITE 605 NEW YORK,NY10027	45-0522191	501(C)(3)	90,000	IMPACT AND INNOVATION
(102) FAMILIES IN ACTION FOR QUALITY EDUCATION 333 HEGENBERGER ROAD SUITE 750 OAKLAND,CA94621	87-0829250	501(C)(3)	75,000	CHARTER SCHOOL CAPACITY-BUILDING
(103) FORT WORTH EDUCATION PARTNERSHIP INC 1504 COLLEGE AVENUE FORT WORTH,TX76104	85-0658869	501(C)(3)	300,000	CHARTER SCHOOL CAPACITY-BUILDING
(104) FORTE PREPARATORY ACADEMY CHARTER SCHOOL 51-35 REEDER STREET QUEENS,NY11373	81-2999789	501(C)(3)	500,000	CHARTER SCHOOL CAPACITY-BUILDING
(105) FOX FELLOWSHIP 7995 BLUE DIAMOND ROAD LAS VEGAS,NV89178	99-0578390	501(C)(3)	275,000	CHARTER SCHOOL CAPACITY-BUILDING
(106) FREEDOM COALITION FOR CHARTER SCHOOLS INC 19 ROLLING STONE PL SPRING,TX77381	88-3565635	501(C)(3)	275,000	CHARTER SCHOOL CAPACITY-BUILDING
(107) FREEDOM PREPARATORY ACADEMY INC 5132 JONETTA ST MEMPHIS,TN38109	26-1342579	501(C)(3)	900,000	CHARTER SCHOOL CAPACITY-BUILDING
(108) FRIENDS OF BREAKTHROUGH SCHOOLS 3615 SUPERIOR AVENUE SUITE 3103 A CLEVELAND,OH44114	20-4948838	501(C)(3)	122,000	CHARTER SCHOOL CAPACITY-BUILDING
(109) FRIENDS OF DISCOVERY HEALTH SCIENCES FOUNDATION INC 3837 LOYOLA DRIVE KENNER,LA70065	81-5342004	501(C)(3)	930,000	CHARTER SCHOOL GROWTH
(110) FRIENDS OF EXCEL ACADEMY INC 1150 SARATOGA ST BOSTON,MA02128	30-0211613	501(C)(3)	213,000	IMPACT AND INNOVATION
(111) FRIENDS OF SCIENCE ACADEMIES OF NY 190 FRANKLIN STREET BUFFALO,NY14202	87-3790352	501(C)(3)	10,000	IMPACT AND INNOVATION
(112) FRIENDSHIP PUBLIC CHARTER SCHOOL INC 1400 1ST STREET NORTHWEST WASHINGTON,DC20001	58-2398964	501(C)(3)	50,000	CHARTER SCHOOL CAPACITY-BUILDING
(113) FUTURO EDUCATION SA 415 MARY LOUISE DRIVE SAN ANTONIO,TX78201	93-3261284	501(C)(3)	350,000	CHARTER SCHOOL CAPACITY-BUILDING
(114) GABRIELLA CHARTER SCHOOLS 1435 LOGAN STREET LOS ANGELES,CA90026	46-1842838	501(C)(3)	17,000	IMPACT AND INNOVATION
(115) GEM INNOVATION SCHOOLS FOUNDATION LLC PO BOX 86/600 SOUTH AVE DEARY,ID83823	41-2144838	501(C)(3)	200,000	CHARTER SCHOOL GROWTH
(116) GESTALT COMMUNITY SCHOOLS 2650 THOUSAND OAKS BLVD SUITE 1400 MEMPHIS,TN38118	26-2794676	501(C)(3)	600,000	CHARTER SCHOOL CAPACITY-BUILDING
(117) GESTALT COMMUNITY SCHOOLS 2650 THOUSAND OAKS BLVD SUITE 1400 MEMPHIS,TN38118	26-2794676	501(C)(3)	200,000	IMPACT AND INNOVATION
(118) GOODWILL EDUCATION INITIATIVES INC 1635 W MICHIGAN ST INDIANAPOLIS,IN46222	20-0749885	501(C)(3)	120,000	CHARTER SCHOOL CAPACITY-BUILDING
(119) GOODWILL EDUCATION INITIATIVES INC 1635 W MICHIGAN ST INDIANAPOLIS,IN46222	20-0749885	501(C)(3)	780,000	CHARTER SCHOOL GROWTH
(120) GREAT HEARTS AMERICA 4801 E WASHINGTON ST SUITE 250 PHOENIX,AZ85034	45-4306715	501(C)(3)	1,500,000	CHARTER SCHOOL GROWTH
(121) GREAT HEARTS AMERICA-TEXAS 4801 E WASHINGTON ST SUITE 250 PHOENIX,AZ85034	43-1973126	501(C)(3)	75,000	CHARTER SCHOOL CAPACITY-BUILDING
(122) GREAT OAKS CHARTER SCHOOL 909 BROAD STREET NEWARK,NJ07102	45-1260087	501(C)(3)	625,000	IMPACT AND INNOVATION
(123) GREAT OAKS CHARTER SCHOOL 909 BROAD STREET NEWARK,NJ07102	45-1260087	501(C)(3)	375,000	CHARTER SCHOOL GROWTH
(124) GREENHOUSE E3 120 LANG ROAD UNIT 998 PORTLAND,TX78374	84-4743270	501(C)(3)	375,000	IMPACT AND INNOVATION
(125) GROUNDSWELL NETWORK INC 282 SACKETT ST 4 BROOKLYN,NY11231	93-1682003	501(C)(3)	250,000	CHARTER SCHOOL CAPACITY-BUILDING
(126) GROW PUBLIC SCHOOLS 4800 CORPORATE COURT BAKERSFIELD,CA93311	27-3166349	501(C)(3)	850,000	CHARTER SCHOOL GROWTH
(127) HARMONY PUBLIC SCHOOLS 9321 W SAM HOUSTON PKWY S HOUSTON,TX77099	76-0615245	501(C)(3)	350,000	CHARTER SCHOOL CAPACITY-BUILDING
(128) HARMONY PUBLIC SCHOOLS 9321 W SAM HOUSTON PKWY S HOUSTON,TX77099	76-0615245	501(C)(3)	10,000	IMPACT AND INNOVATION
(129) HARMONY PUBLIC SCHOOLS 9321 W SAM HOUSTON PKWY S HOUSTON,TX77099	76-0615245	501(C)(3)	3,000,000	CHARTER SCHOOL GROWTH
(130) HEALTHY START EDUCATION INC 807 WEST CHAPEL HILL STREET DURHAM,NC27701	56-1996741	501(C)(3)	250,000	CHARTER SCHOOL GROWTH
(131) HENDERSON COLLEGIATE 1071 OLD EPSOM ROAD HENDERSON,NC27536	26-4206516	501(C)(3)	700,000	CHARTER SCHOOL CAPACITY-BUILDING
(132) HERRON HIGH SCHOOL INC 110 EAST 16TH STREET INDIANAPOLIS,IN46202	20-2010941	501(C)(3)	750,000	CHARTER SCHOOL CAPACITY-BUILDING
(133) HIGHLINE ACADEMY INCORPORATION 2170 S DAHLIA ST DENVER,CO80222	56-2375843	501(C)(3)	125,000	CHARTER SCHOOL CAPACITY-BUILDING
(134) HISPANIC SCHOLARSHIP FUND 1411 W 190TH STREET SUITE 700 GARDENA,CA90248	52-1051044	501(C)(3)	250,000	CHARTER SCHOOL CAPACITY-BUILDING
(135) HOUSTON CLASSICAL INC 2627 WESTGATE DRIVE HOUSTON,TX77098	83-2516896	501(C)(3)	375,000	CHARTER SCHOOL CAPACITY-BUILDING
(136) HOUSTON CLASSICAL INC 2627 WESTGATE DRIVE HOUSTON,TX77098	83-2516896	501(C)(3)	140,000	CHARTER SCHOOL GROWTH
(137) HUGHEN CENTER INC 2849 9TH AVENUE PORT ARTHUR,TX77642	74-1157851	501(C)(3)	500,000	CHARTER SCHOOL CAPACITY-BUILDING
(138) HUGHEN CENTER INC 2849 9TH AVENUE PORT ARTHUR,TX77642	74-1157851	501(C)(3)	850,000	CHARTER SCHOOL GROWTH
(139) I DREAM BIG ACADEMY CHARTER SCHOOL 2700 LAGOON PARK DRIVE MONTGOMERY,AL36109	85-3337386	501(C)(3)	15,000	CHARTER SCHOOL CAPACITY-BUILDING
(140) I DREAM BIG ACADEMY CHARTER SCHOOL 2700 LAGOON PARK DRIVE MONTGOMERY,AL36109	85-3337386	501(C)(3)	250,000	CHARTER SCHOOL GROWTH
(141) I3 ACADEMY 55TH PLACE 1ST AVE SOUTH BIRMINGHAM,AL35212	83-1049224	501(C)(3)	50,000	CHARTER SCHOOL CAPACITY-BUILDING
(142) I3 ACADEMY 55TH PLACE 1ST AVE SOUTH BIRMINGHAM,AL35212	83-1049224	501(C)(3)	475,000	CHARTER SCHOOL GROWTH
(143) IDAHO NOVUS CLASSICAL ACADEMY 500 SOUTHWEST 3RD STREET FRUITLAND,ID83619	85-3234235	501(C)(3)	600,000	CHARTER SCHOOL GROWTH
(144) IMPACT PUBLIC SCHOOLS 3438 SOUTH 148TH STREET TUKWILA,WA98168	81-4086218	501(C)(3)	37,000	IMPACT AND INNOVATION
(145) IMPACT PUBLIC SCHOOLS 3438 SOUTH 148TH STREET TUKWILA,WA98168	81-4086218	501(C)(3)	95,000	CHARTER SCHOOL CAPACITY-BUILDING
(146) INDEPENDENCE SCHOOLS OF ALABAMA 2629 RED FERN DR DOVER,FL33527	92-1734073	501(C)(3)	12,000	CHARTER SCHOOL CAPACITY-BUILDING
(147) INTEGRATION CHARTER SCHOOLS 1441 SOUTH AVENUE STATEN ISLAND,NY10311	47-2459523	501(C)(3)	255,000	CHARTER SCHOOL GROWTH
(148) IPS ENTERPRISES INC 2115 W PIKE BLVD WESLACO,TX78596	74-2948339	501(C)(3)	1,100,000	CHARTER SCHOOL CAPACITY-BUILDING
(149) JAMES IRWIN CHARTER SCHOOLS 5525 ASTROZON BLVD COLORADO SPRINGS,CO80916	45-5047698	501(C)(3)	217,000	CHARTER SCHOOL CAPACITY-BUILDING
(150) JAMES IRWIN CHARTER SCHOOLS 5525 ASTROZON BLVD COLORADO SPRINGS,CO80916	45-5047698	501(C)(3)	1,335,000	CHARTER SCHOOL GROWTH
(151) KENOSHA SCHOOLS OF TECHNOLOGY ENHANCED CURRICULUM INC 600 52ND ST KENOSHA,WI53140	87-1410126	501(C)(3)	70,000	CHARTER SCHOOL CAPACITY-BUILDING
(152) KINDLE EDUCATION PUBLIC CHARTER SCHOOL INC 373 COMMUNIPAW AVE JERSEY CITY,NJ07304	92-0614654	501(C)(3)	200,000	CHARTER SCHOOL GROWTH
(153) KIPP BAY AREA SCHOOLS 1000 BROADWAY STREET 460 OAKLAND,CA94607	20-5010766	501(C)(3)	448,000	CHARTER SCHOOL GROWTH
(154) KIPP FOUNDATION 135 MAIN STREET STE 1700 SAN FRANCISCO,CA94105	94-3362724	501(C)(3)	100,000	IMPACT AND INNOVATION
(155) KIPP MEMPHIS INC 2670 UNION AVENUE EXTENDED SUITE 1100 MEMPHIS,TN38112	68-0502820	501(C)(3)	150,000	CHARTER SCHOOL CAPACITY-BUILDING
(156) KIPP METRO ATLANTA COLLABORATIVE INC 1445 MAYNARD ROAD NORTHWEST ATLANTA,GA30331	11-3723114	501(C)(3)	165,000	IMPACT AND INNOVATION
(157) KIPP NASHVILLE 3410 KNIGHT DRIVE NASHVILLE,TN37207	20-2799123	501(C)(3)	137,500	IMPACT AND INNOVATION
(158) KIPP NASHVILLE FOUNDATION INC 3410 KNIGHT DRIVE NASHVILLE,TN37207	99-1576385	501(C)(3)	1,000,000	CHARTER SCHOOL CAPACITY-BUILDING
(159) KIPP NEW ORLEANS INC 1307 ORETHA CASTLE HALEY BLVD STE 302 NEW ORLEANS,LA70113	20-2277213	501(C)(3)	90,000	IMPACT AND INNOVATION
(160) KIPP NEW YORK INC 1501 BROADWAY 10TH FLOOR SUITE 1000 NEW YORK,NY10036	20-3971209	501(C)(3)	1,025,000	CHARTER SCHOOL CAPACITY-BUILDING
(161) KIPP SOCAL PUBLIC SCHOOLS 1933 S BROADWAY SUITE 1144 LOS ANGELES,CA90007	26-1607268	501(C)(3)	1,350,000	CHARTER SCHOOL CAPACITY-BUILDING
(162) KIPP ST LOUIS AKA KIPP INSPIRE 1310 PAPIN ST STE 203 SAINT LOUIS,MO63103	01-0916759	501(C)(3)	45,000	CHARTER SCHOOL CAPACITY-BUILDING
(163) KIPP TEXAS INC 10711 KIPP WAY HOUSTON,TX77099	01-0639602	501(C)(3)	1,500,000	CHARTER SCHOOL CAPACITY-BUILDING
(164) KWENDA COLLEGIATE GIRLS CHARTER SCHOOL 353 EAST 17TH STREET BROOKLYN,NY11226	93-4594056	501(C)(3)	250,000	CHARTER SCHOOL GROWTH
(165) LA COALITION FOR EXCELLENT PUBLIC SCHOOLS 11420 SANTA MONICA BLVD 251552 LOS ANGELES,CA90025	83-1075303	501(C)(3)	250,000	CHARTER SCHOOL CAPACITY-BUILDING
(166) LAUNCH EXPEDITIONARY LEARNING CHARTER SCHOOL 1580 DEAN STREET BROOKLYN,NY11213	45-2442373	501(C)(3)	150,000	CHARTER SCHOOL GROWTH
(167) LEADERSHIP FOR EDUCATIONAL EQUITY FOUNDATION 1805 7TH ST NW 6TH FLOOR WASHINGTON DC 20001 WASHINGTON,DC20001	46-2093041	501(C)(3)	450,000	CHARTER SCHOOL GROWTH
(168) LEGACY INSTITUTE 1815 COYOTE POINT DR COLORADO SPRINGS,CO80904	82-2620763	501(C)(3)	500,000	CHARTER SCHOOL CAPACITY-BUILDING
(169) LEVEL FIELD FACILITIES FUND INC 2 MASSACHUSETTS AVE NE 76920 WASHINGTON,DC20013	84-3130788	501(C)(3)	50,000	CHARTER SCHOOL CAPACITY-BUILDING
(170) LIBERATION ACADEMY INC 2087 ADAMS OVERLOOK NW ATLANTA,GA30318	84-2365917	501(C)(3)	340,000	CHARTER SCHOOL GROWTH
(171) LIBERATION ACADEMY INC 2087 ADAMS OVERLOOK NW ATLANTA,GA30318	84-2365917	501(C)(3)	20,000	IMPACT AND INNOVATION
(172) LIBERTAS SCHOOL 3777 EDENBURG DRIVE MEMPHIS,TN38127	46-4684942	501(C)(3)	500,000	CHARTER SCHOOL CAPACITY-BUILDING
(173) LIBERTAS SCHOOL 3777 EDENBURG DRIVE MEMPHIS,TN38127	46-4684942	501(C)(3)	100,000	CHARTER SCHOOL GROWTH
(174) LIBERTY CLASSICAL SCHOOLS EDUCATIONAL SERVICES INC 3260 NORTHSIDE DRIVE NORTHWEST ATLANTA,GA30305	87-3737445	501(C)(3)	1,440,000	CHARTER SCHOOL GROWTH
(175) MAGIC CITY ACCEPTANCE ACADEMY CHARTER SCHOOL 75 BAGBY DRIVE HOMEWOOD,AL35209	85-4034546	501(C)(3)	200,000	CHARTER SCHOOL GROWTH
(176) MAGNOLIA EDUCATIONAL & RESEARCH FOUNDATION 555 W REDONDO BEACH BLVD GARDENA,CA90248	95-4649884	501(C)(3)	1,250,000	CHARTER SCHOOL GROWTH
(177) MEMPHIS EDUCATION FUND INC 1350 CONCOURSE AVE SUITE 434 MEMPHIS,TN38104	47-3660677	501(C)(3)	3,360,000	CHARTER SCHOOL CAPACITY-BUILDING
(178) MEMPHIS MERIT ACADEMY INC 4775 AMERICAN WAY MEMPHIS,TN38118	82-2828471	501(C)(3)	113,000	IMPACT AND INNOVATION
(179) MEMPHIS MERIT ACADEMY INC 4775 AMERICAN WAY MEMPHIS,TN38118	82-2828471	501(C)(3)	100,000	CHARTER SCHOOL GROWTH
(180) MESA LINKS INC 231 PALMETTO STREET BROOKLYN,NY11221	92-3118835	501(C)(3)	250,000	CHARTER SCHOOL GROWTH
(181) MILES AHEAD CHARTER SCHOOL INC 5100 PARK CIRCLE ATLANTA,GA30106	84-4442586	501(C)(3)	20,000	IMPACT AND INNOVATION
(182) MILES AHEAD CHARTER SCHOOL INC 5100 PARK CIRCLE ATLANTA,GA30106	84-4442586	501(C)(3)	250,000	CHARTER SCHOOL GROWTH
(183) MISSION ACHIEVEMENT AND SUCCESS EDUCATION FOUNDATION INC 1718 YALE BOULEVARD SOUTHEAST ALBUQUERQUE,NM87106	46-2223517	501(C)(3)	900,000	CHARTER SCHOOL CAPACITY-BUILDING
(184) MOVEMENT SCHOOLS INC 2701 FREEDOM DRIVE CHARLOTTE,NC28208	93-4434833	501(C)(3)	1,510,000	CHARTER SCHOOL GROWTH
(185) MS DELTA ACADEMIES 500 WEST WASHINGTON ST GREENWOOD,MS38930	82-4526012	501(C)(3)	9,500	IMPACT AND INNOVATION
(186) MURMURATION RESEARCH INSTITUTE INC 44 WALL ST STE 501 NEW YORK NY NEW YORK,NY10005	86-1626267	501(C)(3)	2,000,000	CHARTER SCHOOL CAPACITY-BUILDING
(187) NASHVILLE CLASSICAL 1310 ORDWAY PLACE NASHVILLE,TN37206	45-1137291	501(C)(3)	10,000	IMPACT AND INNOVATION
(188) NASHVILLE CLASSICAL 1310 ORDWAY PLACE NASHVILLE,TN37206	45-1137291	501(C)(3)	50,000	CHARTER SCHOOL CAPACITY-BUILDING
(189) NATIONAL ASSOCIATION OF CHARTER SCHOOL AUTHORIZERS 105 W ADAMS ST 1900 CHICAGO,IL60603	84-1553195	501(C)(3)	80,000	CHARTER SCHOOL CAPACITY-BUILDING
(190) NATIONAL CENTER FOR HEBREW LANGUAGE CHARTER SCHOOL EXCELLENCE 25 WEST 39TH STREET NEW YORK,NY10018	26-4077251	501(C)(3)	42,140	CHARTER SCHOOL CAPACITY-BUILDING
(191) NATIONAL FELLOWSHIP FOR BLACK & LATINO MALE EDUCATORS 297 SUMPTER STREET BROOKLYN,NY11233	85-4287652	501(C)(3)	375,000	IMPACT AND INNOVATION
(192) NAVIGATOR SCHOOLS 650 SAN BENITO ST STE 230 HOLLISTER,CA95023	27-4238843	501(C)(3)	887,500	CHARTER SCHOOL CAPACITY-BUILDING
(193) NAVIGATOR SCHOOLS 650 SAN BENITO ST STE 230 HOLLISTER,CA95023	27-4238843	501(C)(3)	325,000	CHARTER SCHOOL GROWTH
(194) NEIGHBORHOOD SCHOOLS INC 3900 ESSEX LN STE 1200 HOUSTON,TX77027	83-1577326	501(C)(3)	34,206	CHARTER SCHOOL CAPACITY-BUILDING
(195) NEW PARADIGM FOR EDUCATION INC 1903 WILKINS DETROIT,MI48207	27-2059007	501(C)(3)	10,000	IMPACT AND INNOVATION
(196) NEW PARADIGM FOR EDUCATION INC 1903 WILKINS DETROIT,MI48207	27-2059007	501(C)(3)	845,475	CHARTER SCHOOL CAPACITY-BUILDING
(197) NOBLE NETWORK OF CHARTER SCHOOLS 1 NORTH STATE STREET FLOOR 7-LOWER CHICAGO,IL60602	36-4241970	501(C)(3)	65,000	IMPACT AND INNOVATION
(198) NOBLE NETWORK OF CHARTER SCHOOLS 1 NORTH STATE STREET FLOOR 7-LOWER CHICAGO,IL60602	36-4241970	501(C)(3)	1,382,000	CHARTER SCHOOL CAPACITY-BUILDING
(199) NURSES MC NURSES MC ADDRESS ONE FINANCIAL PLAZA 18TH FL PROVIDENCE,RI02903	83-2521458	501(C)(3)	200,000	CHARTER SCHOOL CAPACITY-BUILDING
(200) ONE CITY SCHOOLS INC 2012 FISHER STREET MADISON,WI53713	47-1490574	501(C)(3)	10,000	IMPACT AND INNOVATION
(201) OPPORTUNITY 180 11035 LAVENDER HILL DRIVE LAS VEGAS,NV89135	61-1753910	501(C)(3)	250,000	CHARTER SCHOOL CAPACITY-BUILDING
(202) PARAMOUNT SCHOOL OF EXCELLENCE INC 3020 NOWLAND AVENUE INDIANAPOLIS,IN46201	26-3890401	501(C)(3)	735,000	CHARTER SCHOOL CAPACITY-BUILDING
(203) PARAMOUNT SCHOOL OF EXCELLENCE INC 3020 NOWLAND AVENUE INDIANAPOLIS,IN46201	26-3890401	501(C)(3)	350,000	CHARTER SCHOOL GROWTH
(204) PEACE ACADEMY CHARTER INC 3000 BOULDER WALK CT SE ATLANTA,GA30316	84-4164087	501(C)(3)	30,000	IMPACT AND INNOVATION
(205) PEACE ACADEMY CHARTER INC 3000 BOULDER WALK CT SE ATLANTA,GA30316	84-4164087	501(C)(3)	100,000	CHARTER SCHOOL GROWTH
(206) PODER ACADEMY INC 2201 MORRIE AVE CHEYENNE,WY82001	45-4736621	501(C)(3)	225,000	CHARTER SCHOOL GROWTH
(207) PREP PUBLIC SCHOOLS 1849 UNION AVE CHATTANOOGA,TN37404	81-3512812	501(C)(3)	66,000	CHARTER SCHOOL CAPACITY-BUILDING
(208) PREP PUBLIC SCHOOLS 1849 UNION AVE CHATTANOOGA,TN37404	81-3512812	501(C)(3)	200,000	IMPACT AND INNOVATION
(209) PREP PUBLIC SCHOOLS 1849 UNION AVE CHATTANOOGA,TN37404	81-3512812	501(C)(3)	620,000	CHARTER SCHOOL GROWTH
(210) PRIMARY HALL PREPARATORY CHARTER SCHOOL 2408 MAIN STREET BUFFALO,NY14214	84-3937300	501(C)(3)	112,500	IMPACT AND INNOVATION
(211) PROMESA ACADEMY INC 603 MERIDA SAN ANTONIO,TX78207	82-2921031	501(C)(3)	240,000	IMPACT AND INNOVATION
(212) PROMESA ACADEMY INC 603 MERIDA SAN ANTONIO,TX78207	82-2921031	501(C)(3)	253,800	CHARTER SCHOOL GROWTH
(213) PROSPECT ACADEMY OF COLORADO 5592 INDEPENDENCE STREET ARVADA,CO80002	83-0644325	501(C)(3)	13,500	CHARTER SCHOOL CAPACITY-BUILDING
(214) PROSPECT ACADEMY OF COLORADO 5592 INDEPENDENCE STREET ARVADA,CO80002	83-0644325	501(C)(3)	100,000	CHARTER SCHOOL GROWTH
(215) PROSPECT SCHOOLS INC 355 BRIDGE STREET BROOKLYN,NY11201	33-1174065	501(C)(3)	100,000	CHARTER SCHOOL GROWTH
(216) PROSPECT SCHOOLS INC 355 BRIDGE STREET BROOKLYN,NY11201	33-1174065	501(C)(3)	50,000	IMPACT AND INNOVATION
(217) REACH ACADEMY CHARTER SCHOOL 115 ASH STREET BUFFALO,NY14204	81-3022263	501(C)(3)	150,000	CHARTER SCHOOL GROWTH
(218) REDLANDS CHRISTIAN MIGRANT ASSOCIATION INC 18236 US HWY 301 S WIMAUMA,FL33598	59-1221966	501(C)(3)	550,000	CHARTER SCHOOL CAPACITY-BUILDING
(219) REDLANDS CHRISTIAN MIGRANT ASSOCIATION INC 18236 US HWY 301 S WIMAUMA,FL33598	59-1221966	501(C)(3)	350,000	CHARTER SCHOOL GROWTH
(220) REGENERATION SCHOOLS OHIO 1816 W GARFIELD BLVD CHICAGO,IL60609	83-2110904	501(C)(3)	135,000	IMPACT AND INNOVATION
(221) REPUBLIC SCHOOLS NASHVILLE 1300 56TH AVENUE NORTH NASHVILLE,TN37209	27-3342540	501(C)(3)	60,000	IMPACT AND INNOVATION
(222) RESURGENCE HALL INC 1706 EAST WASHINGTON ROAD EAST POINT,GA30344	47-5263223	501(C)(3)	550,000	CHARTER SCHOOL CAPACITY-BUILDING
(223) REX AND MARGARET FORTUNE SCHOOL OF EDUCATION 2890 GATEWAY OAKS DRIVE SUITE 100 SACRAMENTO,CA95833	94-3187528	501(C)(3)	1,036,000	CHARTER SCHOOL CAPACITY-BUILDING
(224) RHODE ISLAND MAYORAL ACADEMY 7 FATIMA DRIVE MODULAR BUILDING CUMBERLAND,RI02864	27-0617933	501(C)(3)	90,000	IMPACT AND INNOVATION
(225) RIO GRANDE ACADEMY OF FINE ARTS FOUNDATION 9705 VIVALDI TRL NW ALBUQUERQUE,NM87114	88-2913671	501(C)(3)	30,000	IMPACT AND INNOVATION
(226) RIO GRANDE ACADEMY OF FINE ARTS FOUNDATION 9705 VIVALDI TRL NW ALBUQUERQUE,NM87114	88-2913671	501(C)(3)	300,000	CHARTER SCHOOL GROWTH
(227) RISE PREP MAYORAL ACADEMY 30 CUMBERLAND STREET WOONSOCKET,RI02895	47-2487094	501(C)(3)	200,000	CHARTER SCHOOL GROWTH
(228) RIVERWALK EDUCATION FOUNDATION INC 5300 WURZBACH ROAD SAN ANTONIO,TX78238	01-0758906	501(C)(3)	1,000,000	CHARTER SCHOOL GROWTH
(229) ROCKETSHIP EDUCATION 350 TWIN DOLPHIN DRIVE SUITE 109 REDWOOD CITY,CA94065	20-4040597	501(C)(3)	100,000	IMPACT AND INNOVATION
(230) ROCKETSHIP EDUCATION 350 TWIN DOLPHIN DRIVE SUITE 109 REDWOOD CITY,CA94065	20-4040597	501(C)(3)	1,500,000	CHARTER SCHOOL CAPACITY-BUILDING
(231) ROCKETSHIP PUBLIC SCHOOLS TEXAS 350 TWIN DOLPHIN DRIVE SUITE 109 REDWOOD CITY,CA94065	84-3223079	501(C)(3)	1,750,000	CHARTER SCHOOL GROWTH
(232) ROCKY MOUNTAIN PREPARATORY SCHOOLS 600 GRANT ST SUITE 700 DENVER,CO80203	20-2562193	501(C)(3)	10,000	IMPACT AND INNOVATION
(233) ROCKY MOUNTAIN PREPARATORY SCHOOLS 600 GRANT ST SUITE 700 DENVER,CO80203	20-2562193	501(C)(3)	200,000	CHARTER SCHOOL CAPACITY-BUILDING
(234) SANKOFA MONTESSORI INC 1124 DEKALB AVE NE UNIT 10 ATLANTA,GA30307	87-3482630	501(C)(3)	175,000	CHARTER SCHOOL GROWTH
(235) SANTA FE SOUTH SCHOOLS INC 7000 CROSSROADS BOULEVARD OKLAHOMA CITY,OK73149	30-0118733	501(C)(3)	800,000	CHARTER SCHOOL CAPACITY-BUILDING
(236) SETON EDUCATION PARTNERS 1562 FIRST AVENUE NO 205-2219 NEW YORK,NY10028	26-2782492	501(C)(3)	100,000	IMPACT AND INNOVATION
(237) SIEMBRA LEADERSHIP HIGH SCHOOL FOUNDATION 524 CENTRAL AVE SW ALBUQUERQUE,NM87102	84-1890802	501(C)(3)	200,000	CHARTER SCHOOL CAPACITY-BUILDING
(238) SOUTH BRONX CHARTER SCHOOL FOR INTERNATIONAL CULTURES AND THE ARTS 383 EAST 139TH STREET BRONX,NY10454	20-2957113	501(C)(3)	438,000	CHARTER SCHOOL CAPACITY-BUILDING
(239) SOUTH BRONX CHARTER SCHOOL FOR INTERNATIONAL CULTURES AND THE ARTS 383 EAST 139TH STREET BRONX,NY10454	20-2957113	501(C)(3)	300,000	CHARTER SCHOOL GROWTH
(240) SOUTH SHORE CHARTER SCHOOL 80 LONE OAK PATH SMITHTOWN,NY11787	88-0604462	501(C)(3)	40,000	IMPACT AND INNOVATION
(241) SOUTH SHORE CHARTER SCHOOL 80 LONE OAK PATH SMITHTOWN,NY11787	88-0604462	501(C)(3)	150,000	CHARTER SCHOOL GROWTH
(242) STEPPING STONES CHARTER ELEMENTARY INC 11250 SOUTH WILCREST DRIVE HOUSTON,TX77099	33-1073903	501(C)(3)	150,000	CHARTER SCHOOL GROWTH
(243) STEPPING STONES CHARTER ELEMENTARY INC 11250 SOUTH WILCREST DRIVE HOUSTON,TX77099	33-1073903	501(C)(3)	50,000	CHARTER SCHOOL CAPACITY-BUILDING
(244) SUCCESS ACADEMY CHARTER SCHOOLS INC 95 PINE STREET 6TH FLOOR NEW YORK,NY10005	20-5298861	501(C)(3)	8,606,615	CHARTER SCHOOL GROWTH
(245) SUMMIT PUBLIC SCHOOLS 780 BROADWAY REDWOOD CITY,CA94063	26-2034843	501(C)(3)	75,000	IMPACT AND INNOVATION
(246) SUMMIT PUBLIC SCHOOLS WASHINGTON 780 BROADWAY REDWOOD CITY,CA94063	46-4118400	501(C)(3)	60,000	CHARTER SCHOOL CAPACITY-BUILDING
(247) TA UNLIMITED INC 6414 NORTH HAMPTON DRIVE AUSTIN,TX78723	74-2782958	501(C)(3)	138,100	CHARTER SCHOOL GROWTH
(248) TEACH PLUS INCORPORATED 1 BEACON STREET FLOOR 15 BOSTON,MA02108	26-3849472	501(C)(3)	500,000	CHARTER SCHOOL CAPACITY-BUILDING
(249) TEJANO CENTER FOR COMMUNITY CONCERNS INC 2950 BROADWAY HOUSTON,TX77017	76-0377101	501(C)(3)	1,200,000	CHARTER SCHOOL GROWTH
(250) TEJANO CENTER FOR COMMUNITY CONCERNS INC 2950 BROADWAY HOUSTON,TX77017	76-0377101	501(C)(3)	200,000	CHARTER SCHOOL CAPACITY-BUILDING
(251) TENNESSEE NATURE ACADEMY 5844 PETTUS RD ANTIOCH,TN37013	86-3761014	501(C)(3)	40,000	IMPACT AND INNOVATION
(252) TENNESSEE NATURE ACADEMY 5844 PETTUS RD ANTIOCH,TN37013	86-3761014	501(C)(3)	100,000	CHARTER SCHOOL GROWTH
(253) TEXAS CHARTER SCHOOL DEVELOPMENT INC 600 WILSHIRE BLVD STE 200 LOS ANGELES,CA90017	37-1763937	501(C)(3)	5,000,000	CHARTER SCHOOL CAPACITY-BUILDING
(254) TGP PUBLIC SCHOOLS 5818 NW LOOP 410 SAN ANTONIO,TX78238	83-0687670	501(C)(3)	150,000	CHARTER SCHOOL GROWTH
(255) THE 74 MEDIA INC 222 BROADWAY NEW YORK,NY10038	47-2788684	501(C)(3)	220,000	IMPACT AND INNOVATION
(256) THE ACADEMY CHARTER SCHOOL 117 N FRANKLIN STREET HEMPSTEAD,NY11550	80-0353508	501(C)(3)	1,557,358	CHARTER SCHOOL CAPACITY-BUILDING
(257) THE BETA FOUNDATION 9701 ALMEDA GENOA RD HOUSTON,TX77075	45-3019142	501(C)(3)	270,000	CHARTER SCHOOL GROWTH
(258) THE GOLDEN CHARTER ACADEMY 1626 WEST PRINCETON AVENUE FRESNO,CA93705	84-3677964	501(C)(3)	150,000	CHARTER SCHOOL GROWTH
(259) THE GREAT HEARTS FOUNDATION INC 4801 E WASHINGTON ST SUITE 250 PHOENIX,AZ85034	82-3809856	501(C)(3)	2,000,000	CHARTER SCHOOL GROWTH
(260) THE LEADERSHIP SCHOOL 4220 DUNCAN AVENUE ST LOUIS,MO63110	83-3692466	501(C)(3)	175,000	CHARTER SCHOOL GROWTH
(261) THE ROYAL SCHOOL SYSTEM 4018 SOUTH PRESA STREET SAN ANTONIO,TX78223	82-3357176	501(C)(3)	500,000	CHARTER SCHOOL GROWTH
(262) THE THOMAS B FORDHAM INSTITUTE 1701 K STREET NW SUITE 1000 WASHINGTON,DC20006	31-1816446	501(C)(3)	94,334	CHARTER SCHOOL CAPACITY-BUILDING
(263) THE URBAN ACADEMY OF GREATER PITTSBURGH CHARTER SCHOOL 437 TURRETT STREET PITTSBURGH,PA15206	25-1814573	501(C)(3)	200,000	CHARTER SCHOOL CAPACITY-BUILDING
(264) THIRD FUTURE SCHOOLS 431 SABLE BLVD AURORA,CO80011	81-2937922	501(C)(3)	41,500	IMPACT AND INNOVATION
(265) THIRD FUTURE SCHOOLS 431 SABLE BLVD AURORA,CO80011	81-2937922	501(C)(3)	1,250,000	CHARTER SCHOOL GROWTH
(266) THRIVE COMMUNITY SCHOOL FOUNDATION 7300 OLD SANTA FE TRAIL SANTA FE,NM87505	88-2759623	501(C)(3)	200,000	CHARTER SCHOOL GROWTH
(267) THRIVE WITH AUTISM 525 WOODLAND SQUARE BLVD 250 CONROE,TX77384	84-2473663	501(C)(3)	125,200	CHARTER SCHOOL GROWTH
(268) TRINITY BASIN PREPARATORY INC 2730 N HWY 360 GRAND PRAIRIE,TX75050	31-1614490	501(C)(3)	300,000	CHARTER SCHOOL CAPACITY-BUILDING
(269) TRISTAR TECH 41 PEABODY ST NASHVILLE,TN37210	87-4542902	501(C)(3)	300,000	CHARTER SCHOOL CAPACITY-BUILDING
(270) TRUE NORTH CLASSICAL ACADEMY INC 9393 SUNSET DRIVE MIAMI,FL33173	46-4566968	501(C)(3)	500,000	CHARTER SCHOOL CAPACITY-BUILDING
(271) UNCOMMON SCHOOLS INC 826 BROADWAY 9TH FLOOR NEW YORK,NY10003	31-1488698	501(C)(3)	100,000	IMPACT AND INNOVATION
(272) UNIVERSITY PREPARATORY SCHOOLS 3230 E 38TH AVE DENVER,CO80205	47-5308126	501(C)(3)	25,000	CHARTER SCHOOL CAPACITY-BUILDING
(273) UNPARALLELED EDUCATION INC 2670 S AW GRIMES ROUND ROCK,TX78664	87-1634140	501(C)(3)	250,000	CHARTER SCHOOL GROWTH
(274) UPLIFT EDUCATION 1825 MARKET CENTER BOULEVARD SUITE 500 DALLAS,TX75207	75-2659683	501(C)(3)	1,500,000	CHARTER SCHOOL CAPACITY-BUILDING
(275) VALOR COLLEGIATE ACADEMIES 4527 NOLENSVILLE PIKE NASHVILLE,TN37211	46-1413472	501(C)(3)	250,000	IMPACT AND INNOVATION
(276) VALOR COLLEGIATE ACADEMIES 4527 NOLENSVILLE PIKE NASHVILLE,TN37211	46-1413472	501(C)(3)	700,000	CHARTER SCHOOL CAPACITY-BUILDING
(277) VALOR TEXAS EDUCATION FOUNDATION 220 FOREMOST DRIVE AUSTIN,TX78745	81-1145945	501(C)(3)	2,100,000	CHARTER SCHOOL GROWTH
(278) VALOR TEXAS EDUCATION FOUNDATION 220 FOREMOST DRIVE AUSTIN,TX78745	81-1145945	501(C)(3)	921,500	CHARTER SCHOOL CAPACITY-BUILDING
(279) VENTOUX PARTNERSHIP NETWORK INC DOING BUSINESS AS VERTEX PARTNERSHIP ACAD 623 FRANCIS STREET PELHAM,NY10803	83-4296806	501(C)(3)	100,000	CHARTER SCHOOL GROWTH
(280) VIMENTI LLC AKA EDUARDO CARRERA SOLE MBR RESIDENCIAL ERNESTO RAMOS ANTONINI CALLE ANA OTERO SAN JUAN,PA00924	66-0982894	501(C)(3)	250,000	CHARTER SCHOOL CAPACITY-BUILDING
(281) VISTA COLLEGE PREPARATORY INC 812 SOUTH 6TH AVENUE PHOENIX,AZ85003	45-4825961	501(C)(3)	952,050	CHARTER SCHOOL CAPACITY-BUILDING
(282) VOICES COLLEGE-BOUND LANGUAGE ACADEMIES 6840 VIA DEL ORO SUITE 160 SAN JOSE,CA95119	20-4741060	501(C)(3)	150,000	CHARTER SCHOOL CAPACITY-BUILDING
(283) VOZ COLLEGIATE FOUNDATION 955 SAN PEDRO DRIVE SOUTHEAST ALBUQUERQUE,NM87108	85-3678650	501(C)(3)	200,000	CHARTER SCHOOL GROWTH
(284) WALLACE STEGNER ACADEMY 980 BENDING RIVER ROAD WEST SALT LAKE CITY,UT84104	47-3210780	501(C)(3)	250,000	CHARTER SCHOOL CAPACITY-BUILDING
(285) WALLACE STEGNER ACADEMY 980 BENDING RIVER ROAD WEST SALT LAKE CITY,UT84104	47-3210780	501(C)(3)	1,800,000	CHARTER SCHOOL GROWTH
(286) WESTERN YOUTH LEADERSHIP ENGAGEMENT AND EMPOWERMENT SCHOOL 3634 SOUTH MARYLAND PARKWAY LAS VEGAS,NV89169	93-4209047	501(C)(3)	250,000	CHARTER SCHOOL GROWTH
(287) WONDERLAND EDUCATIONAL ESTATE ASSOCIATION 5807 CALHOUN ROAD HOUSTON,TX77021	76-0152632	501(C)(3)	45,000	CHARTER SCHOOL CAPACITY-BUILDING
(288) YES PREP PUBLIC SCHOOLS INC 5455 SOUTH LOOP EAST FWY HOUSTON,TX77033	76-0563835	501(C)(3)	137,500	IMPACT AND INNOVATION
(289) YES PREP PUBLIC SCHOOLS INC 5455 SOUTH LOOP EAST FWY HOUSTON,TX77033	76-0563835	501(C)(3)	1,750,000	CHARTER SCHOOL GROWTH
(290) YES PREP PUBLIC SCHOOLS INC 5455 SOUTH LOOP EAST FWY HOUSTON,TX77033	76-0563835	501(C)(3)	380,000	CHARTER SCHOOL CAPACITY-BUILDING
(291) YOUTH ENRICHMENT PROGRAM OF WILSON 1004 HERRING AVENUE EAST WILSON,NC27893	56-1704150	501(C)(3)	50,000	CHARTER SCHOOL CAPACITY-BUILDING
(292) YOUTHBUILD NEWARK 571 CENTRAL VENUE 2ND FLOOR NEWARK,NJ07107	75-3187358	501(C)(3)	200,000	CHARTER SCHOOL GROWTH
(293) YOUTHBUILD NEWARK 571 CENTRAL VENUE 2ND FLOOR NEWARK,NJ07107	75-3187358	501(C)(3)	100,000	CHARTER SCHOOL CAPACITY-BUILDING
(294) YOUTHBUILD PREPARATORY ACADEMY 217 WESTMINSTER STREET PROVIDENCE,RI02903	81-3957029	501(C)(3)	100,000	CHARTER SCHOOL GROWTH
(295) ZEST PREPARATORY ACADEMY INC 12461 VETERANS MEMORIAL HIGHWAY DOUGLASVILLE,GA30134	84-4240385	501(C)(3)	200,000	CHARTER SCHOOL GROWTH
(296) ZETA CHARTER SCHOOLS INC 425 WESTCHESTER AVE BRONX,NY10455	82-1888771	501(C)(3)	970,000	CHARTER SCHOOL CAPACITY-BUILDING
(297) ZETA CHARTER SCHOOLS INC 425 WESTCHESTER AVE BRONX,NY10455	82-1888771	501(C)(3)	1,000,000	CHARTER SCHOOL GROWTH
(298) ARIZONA AUTISM CHARTER SCHOOLS INC 1445 EAST INDIAN SCHOOL ROAD PHOENIX,AZ85020	46-1292127	501(C)(3)	115,000	CHARTER SCHOOL GROWTH
(299) FUTURO EDUCATION SA 415 MARY LOUISE DRIVE SAN ANTONIO,TX78201	93-3261284	501(C)(3)	350,000	CHARTER SCHOOL CAPACITY-BUILDING
(300) KIPP METRO ATLANTA COLLABORATIVE INC 1445 MAYNARD ROAD NORTHWEST ATLANTA,GA30331	11-3723114	501(C)(3)	500,000	CHARTER SCHOOL CAPACITY-BUILDING
(301) LIBERTY CLASSICAL SCHOOLS EDUCATIONAL SERVICES INC 3260 NORTHSIDE DRIVE NORTHWEST ATLANTA,GA30305	87-3737445	501(C)(3)	500,000	CHARTER SCHOOL CAPACITY-BUILDING
(302) PROSPECT SCHOOLS INC 355 BRIDGE STREET BROOKLYN,NY11201	33-1174065	501(C)(3)	700,000	CHARTER SCHOOL CAPACITY-BUILDING
(303) RIVERWALK EDUCATION FOUNDATION INC 5300 WURZBACH ROAD SAN ANTONIO,TX78238	01-0758906	501(C)(3)	1,500,000	CHARTER SCHOOL CAPACITY-BUILDING
(304) TRUE NORTH CLASSICAL ACADEMY INC 9393 SUNSET DRIVE MIAMI,FL33173	46-4566968	501(C)(3)	500,000	CHARTER SCHOOL GROWTH

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

227

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) Rev. 1-2025

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

PART I, LINE 2:

CSGF PROVIDES FUNDING AND OTHER SUPPORT TO NONPROFIT PUBLIC CHARTER SCHOOLS AND OTHER CHARITABLE ORGANIZATIONS TO SUPPORT HIGH-QUALITY CHARTER SCHOOL GROWTH TO HELP SERVE MORE CHILDREN WITH HIGH-QUALITY K-12 EDUCATION. AS PART OF DILIGENCE, CSGF CONDUCTS ON-SITE VISITS TO EACH OF THE SCHOOLS IT PROVIDES FUNDING. THESE VISITS FOCUS ON OBSERVING INTERACTIONS WITH TEACHERS, SCHOOL LEADERSHIP, AND STUDENTS. ADDITIONALLY, CSGF REVIEWS FINANCIAL AND NARRATIVE INFORMATION SUBMITTED BY GRANTEES AND INTERVIEWS KEY PERSONNEL. ALL POTENTIAL RECIPIENTS ARE SUBJECT TO PRE-GRANT DILIGENCE AND INQUIRY PROCEDURES AND, ONCE AN AWARD IS APPROVED, RECIPIENTS ARE SUBJECT TO WRITTEN AGREEMENTS THAT REQUIRE FUNDS BE (I.) USED FOR SPECIFIC PROJECT PURPOSES WITH IMPOSED REPORTING OBLIGATIONS OR FOR GENERAL OPERATIONS WITHOUT REPORTING OBLIGATIONS FOR SMALLER GRANTS TO FUND GENERAL OPERATIONS OR FOR EMERGENCY RESPONSE (I.E., HURRICANE, TORNADO, ETC.) AND (II.) RETURNED IF NOT SPENT APPROPRIATELY. ALL FUNDING MUST BE USED FOR EXCLUSIVELY CHARITABLE PURPOSES. FINALLY, OUR CHARTER SCHOOL RECIPIENTS PARTICIPATE IN AN ANNUAL DATA COLLECTION PROCESS THAT INCLUDES THE COMPLETION AND SUBMISSION OF A FINANCIAL TEMPLATE AS WELL AS A SUBMISSION OF AN ANNUAL BUDGET, AUDITED FINANCIAL STATEMENTS, AND 990S FOR REVIEW BY KEY CSGF STAFF.

Schedule I (Form 990) Rev. 1-2025

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

CHARTER FUND INC
D/B/A CHARTER SCHOOL GROWTH FUND

Employer identification number

05-0620063

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) (Rev. 1-2025)

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1KEVIN HALL PRESIDENT	(i) (ii)	530,500 ------------- 0	82,500 ------------- 0	0 ------------- 0	20,600 ------------- 0	23,608 ------------- 0	657,208 ------------- 0	0 ------------- 0
2DARRYL COBB VICE PRESIDENT	(i) (ii)	420,000 ------------- 0	45,500 ------------- 0	0 ------------- 0	16,800 ------------- 0	25,176 ------------- 0	507,476 ------------- 0	0 ------------- 0
3RICHARD BILLINGS ASST SECRETARY (THRU 3/24), PARTNER	(i) (ii)	295,792 ------------- 0	23,250 ------------- 0	0 ------------- 0	11,832 ------------- 0	24,034 ------------- 0	354,908 ------------- 0	0 ------------- 0
4PAMELA INBASEKARAN COO/ASSISTANT SECRETARY	(i) (ii)	289,583 ------------- 0	22,750 ------------- 0	0 ------------- 0	11,583 ------------- 0	22,870 ------------- 0	346,786 ------------- 0	0 ------------- 0
5THOMAS ERIC PARTNER	(i) (ii)	285,583 ------------- 0	22,500 ------------- 0	0 ------------- 0	11,423 ------------- 0	24,034 ------------- 0	343,540 ------------- 0	0 ------------- 0
6JOSEPH FERGUSON PARTNER	(i) (ii)	285,583 ------------- 0	22,500 ------------- 0	0 ------------- 0	11,423 ------------- 0	23,908 ------------- 0	343,414 ------------- 0	0 ------------- 0
7MARCIA AARON PARTNER	(i) (ii)	289,583 ------------- 0	22,750 ------------- 0	0 ------------- 0	11,583 ------------- 0	16,918 ------------- 0	340,834 ------------- 0	0 ------------- 0
8KATHLEEN HAMEL PARTNER	(i) (ii)	295,792 ------------- 0	23,250 ------------- 0	0 ------------- 0	11,832 ------------- 0	2,687 ------------- 0	333,561 ------------- 0	0 ------------- 0
9ERIC CHAN PARTNER	(i) (ii)	285,583 ------------- 0	22,500 ------------- 0	0 ------------- 0	11,423 ------------- 0	8,842 ------------- 0	328,348 ------------- 0	0 ------------- 0
10EBONY LEE CHIEF EXTERNAL AFFAIRS OFFICER	(i) (ii)	280,000 ------------- 0	21,000 ------------- 0	0 ------------- 0	11,200 ------------- 0	8,758 ------------- 0	320,958 ------------- 0	0 ------------- 0

Schedule J (Form 990) (Rev. 1-2025)

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
PART I, LINE 7	BONUSES ARE DISCRETIONARY AND AWARDED BASED ON THE EMPLOYEE'S PERFORMANCE DURING THE YEAR.

Schedule J (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

CHARTER FUND INC
D/B/A CHARTER SCHOOL GROWTH FUND

Employer identification number

05-0620063

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... $

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e) Original principal amount	(f) Balance due	(g) In default?		(h) Approved by board or committee?		(i) Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No




Total ............... $

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990) (Rev. 1-2025)

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) ANGELA COBB	SEE PART V	18,527	CONSULTING		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation
SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:	LINE 1: (A) NAME OF PERSON: ANGELA COBB(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF DARRYL COBB, PRESIDENT

Schedule L (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

Name of the organization

CHARTER FUND INC
D/B/A CHARTER SCHOOL GROWTH FUND

Employer identification number

05-0620063

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	2	1,709,569	FAIR MARKET VALUE
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( )
26 Other ( )
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2024)

Page 2

Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation
PART I, COLUMN (B):	THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED.

Schedule M (Form 990) (2024)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization

CHARTER FUND INC
D/B/A CHARTER SCHOOL GROWTH FUND

Employer identification number

05-0620063

Return Reference	Explanation
FORM 990, PART I, LINE 6	OUR VOLUNTEERS CONSIST OF 12 UNCOMPENSATED BOARD MEMBERS WHO ATTEND QUARTERLY MEETINGS, SERVE ON COMMITTEES, AND PROVIDE AD HOC SUPPORT IN SERVICE OF THE CHARTER SCHOOL GROWTH FUND'S MISSION.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 WAS PREPARED BY OUTSIDE ACCOUNTANTS WITH THE ASSISTANCE OF THE VICE PRESIDENT OF FINANCE. THE VICE PRESIDENT OF FINANCE, CFO AND CEO REVIEW THE FORM 990. A DRAFT IS THEN SENT TO THE BOARD PRIOR TO ITS SUBMISSION TO THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C	THE ORGANIZATION REQUIRES THAT ITS OFFICERS AND EMPLOYEES REVIEW AND SIGN ANNUALLY THE CONFLICT OF INTEREST POLICY AND REPORT ANY POTENTIAL CONFLICT OF INTEREST TO THE COO AND CEO, WHO REVIEWS ANY SUCH REPORT WITH THE FULL BOARD OF DIRECTORS, WHICH THEN MAKES A DETERMINATION AS TO WHETHER ANY SUCH CONFLICT EXISTS. THE BOARD OF DIRECTORS DOCUMENTS ANY SUCH DETERMINATION IN THE MINUTES OF THE APPROPRIATE MEETINGS OF THE BOARD OF DIRECTORS. CONFLICTS THAT RELATE TO A DECISION REQUIRING BOARD APPROVAL RESULT IN THE RECUSAL OF THAT INDIVIDUAL FROM THE RECOMMENDATION AND APPROVAL PROCESS.
FORM 990, PART VI, SECTION B, LINE 15	THE ORGANIZATION OBTAINS COMPENSATION STUDIES FROM SEVERAL INDEPENDENT SOURCES EVERY 24 MONTHS TO COMPILE THE INFORMATION USED AS A METRIC FOR SALARY INCREASES ACROSS THE ORGANIZATION, INCLUDING THE CEO AND OTHER EXECUTIVE MANAGEMENT. THE ORGANIZATION DOES THIS EITHER WITH AN EXTERNAL TALENT CONSULTANT OR ON ITS OWN. THE GOVERNANCE AND COMPENSATION COMMITTEE, A SUBCOMMITTEE OF THE BOARD, CONDUCTS THE REVIEW OF THE CEO AND DEVELOPS A RECOMMENDATION FOR THE FULL BOARD OF DIRECTORS EACH YEAR. THE FORMAL PERFORMANCE EVALUATION AND COMPENSATION DECISION IS DONE ANNUALLY IN EXECUTIVE SESSION. THE CEO AND PRESIDENT CONDUCT PERFORMANCE REVIEWS AND SETS COMPENSATION FOR THE SENIOR EXECUTIVES REPORTING TO EACH OF THEM.
FORM 990, PART VI, SECTION C, LINE 19	CSGF MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11G	NETWORK SUPPORT - CONTRACTS: PROGRAM SERVICE EXPENSES 9,183,511. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,183,511. NETWORK SUPPORT - EVENTS: PROGRAM SERVICE EXPENSES 4,177,956. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,177,956. CONSULTING: PROGRAM SERVICE EXPENSES 358,836. MANAGEMENT AND GENERAL EXPENSES 1,204,509. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,563,345. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 2,291. MANAGEMENT AND GENERAL EXPENSES 7,692. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,983.
FORM 990, PART XI, LINE 9:	RETURNED PRIOR YEAR GRANTS 258,313. STATE TAX LIABILITY ADJUSTMENT -37,608.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

CHARTER FUND INC
D/B/A CHARTER SCHOOL GROWTH FUND

Employer identification number

05-0620063

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity
(1) CSGF MEMPHIS LLC 1390 LAWRENCE STREET SUITE 300 DENVER,CO80204 05-0620063	INVESTMENT IN EDUCATION	DE	2,200,423	3,363,491	CHARTER FUND INC
(2) CSGF FACILITIES FUND III LLC 1390 LAWRENCE STREET SUITE 300 DENVER,CO80204 05-0620063	INVESTMENT IN EDUCATION	DE	3,427,921	32,584,749	CHARTER FUND INC
(3) CSGF MEMPHIS FACILITY FUND LLC 1390 LAWRENCE STREET SUITE 300 DENVER,CO80204 05-0620063	INVESTMENT IN EDUCATION	DE	38,645	0	CHARTER FUND INC
(4) CSGF NYC FACILITY FUND LLC 1390 LAWRENCE STREET SUITE 300 DENVER,CO80204 05-0620063	INVESTMENT IN EDUCATION	DE	406,451	1,739,978	CHARTER FUND INC
(5) CSGF SENIOR DEBT FUND LLC 1390 LAWRENCE STREET SUITE 300 DENVER,CO80204 05-0620063	INVESTMENT IN EDUCATION	DE	5,970,994	55,731,859	CHARTER FUND INC
(6) DREAMBOX HOLDINGS LLC 1390 LAWRENCE STREET SUITE 300 DENVER,CO80204 27-2337263	INVESTMENT IN EDUCATION	DE	7,390,244	126,494,460	CHARTER FUND INC
(7) EDUCATION MISSION INVESTMENTS LLC 1390 LAWRENCE STREET SUITE 300 DENVER,CO80204 05-0620063	INVESTMENT IN EDUCATION	DE	1,545,337	6,316,272	CHARTER FUND INC
(8) CSGF OWL HOLDINGS LLC 1390 LAWRENCE STREET SUITE 300 DENVER,CO80204 05-0620063	INVESTMENT IN EDUCATION	DE	-7,771,427	66,224,908	CHARTER FUND INC

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) (Rev. 1-2025)

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No

Schedule R (Form 990) (Rev. 1-2025)

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved

Schedule R (Form 990) (Rev. 1-2025)

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) (Rev. 1-2025)

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	214,188,285
9	Program service revenue (Part VIII, line 2g) .........	0	6,366,515
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	0	11,846,656
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	0	232,401,456
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	150,096,573
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	0	15,732,330
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 865,324
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	0	23,754,941
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	0	189,583,844
19	Revenue less expenses. Subtract line 18 from line 12.......	0	42,817,612
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	673,422,760	720,288,020
21	Total liabilities (Part X, line 26).............	52,696,442	49,625,515
22	Net assets or fund balances. Subtract line 21 from line 20.....	620,726,318	670,662,505

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 181,291,483 including grants of $ 150,096,573 ) (Revenue $ 6,366,515 )
	CSGF 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. CSGF INCURRED $150,096,573 OF GRANT EXPENSE TO OR FOR THE BENEFIT OF CHARTER SCHOOLS AND INCURRED ADDITIONAL CHARITABLE EXPENSES OF $31,194,910 DURING THE CALENDAR YEAR ENDED DECEMBER 31, 2024. IN ADDITION, CSGF ISSUED $ 29,530,047 OF PROGRAM-RELATED INVESTMENT (PRI) LOANS TO CHARTER SCHOOL MANAGEMENT ORGANIZATIONS DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2024. SEE SCHEDULE I FOR A DETAILED LISTING OF GRANTS ISSUED DURING THE YEAR.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses181,291,483

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)			(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) EBONY LEE........................................................................ CHIEF EXTERNAL AFFAIRS OFFICER	40.00 .......................	X		301,000	0	19,958
(19) KATHLEEN HAMEL........................................................................ PARTNER	40.00 .......................		X	319,042	0	14,519
(20) MARCIA AARON........................................................................ PARTNER	40.00 .......................		X	312,333	0	28,501
(21) ERIC CHAN........................................................................ PARTNER	40.00 .......................		X	308,083	0	20,265
(22) JOSEPH FERGUSON........................................................................ PARTNER	40.00 .......................		X	308,083	0	35,331
(23) THOMAS ERIC........................................................................ PARTNER	40.00 .......................		X	308,083	0	35,457

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	3,605,585	0	316,092

1	Briefly describe the organization’s mission or most significant activities: IDENTIFY, SUPPORT, AND GROW THE COUNTRY'S BEST NONPROFIT PUBLIC CHARTER SCHOOLS.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	13
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	12
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	86
6	Total number of volunteers (estimate if necessary) .............	6	12
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	214,188,285

g	Noncash contributions included in lines 1a - 1f:$		1g	1,709,569

h Total. Add lines 1a-1f.......		214,188,285

		Business Code
2a	LOAN INTEREST	522291	5,471,442	5,471,442
b	BAD DEBT RECOVERY	522291	895,073	895,073
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		6,366,515

3 Investment income (including dividends, interest, and othersimilar amounts) ......			17,618,341			17,618,341
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	248,083,000
b	Less: cost or other basis and sales expenses	7b	253,854,685
c	Gain or (loss)	7c	-5,771,685
d	Net gain or (loss).........			-5,771,685			-5,771,685
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			232,401,456	6,366,515	0	11,846,656

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	150,096,573	150,096,573
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	2,232,202	6,448	2,225,283	471
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	11,212,336	8,725,711	1,849,071	637,554
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	524,659	388,351	107,933	28,375
9	Other employee benefits .......	936,020	685,969	199,930	50,121
10	Payroll taxes ...........	827,113	544,176	243,176	39,761
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	233,429	53,579	179,850
c	Accounting ...........	107,309	24,631	82,678
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	501,740		501,740
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	14,934,795	13,722,594	1,212,201
12	Advertising and promotion ....	87,251	54,474	28,910	3,867
13	Office expenses .......	92,795	61,053	27,273	4,469
14	Information technology ......	1,284,970	845,425	377,658	61,887
15	Royalties ..
16	Occupancy ...........	125,246	82,402	36,824	6,020
17	Travel ............	1,467,412	1,236,498	210,186	20,728
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	41,788	29,719	10,466	1,603
20	Interest ...........	3,137,619	3,137,619
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...	79,232	52,129	23,287	3,816
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a
b
c
d
e	All other expenses	1,661,355	1,544,132	110,571	6,652
25	Total functional expenses. Add lines 1 through 24e	189,583,844	181,291,483	7,427,037	865,324
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			89,096,635	1	72,916
2	Savings and temporary cash investments .........			95,864,781	2	242,945,180
3	Pledges and grants receivable, net ......			3,683,408	3	2,784,938
4	Accounts receivable, net .............			57,138	4	73,118
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			1,206,361	9	1,054,983
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	91,573
b	Less: accumulated depreciation	10b	91,573	0	10c	0
11	Investments—publicly traded securities .			351,428,192	11	326,826,035
12	Investments—other securities. See Part IV, line 11 .....			73,342,876	12	72,222,986
13	Investments—program-related. See Part IV, line 11 ..			58,507,682	13	73,909,413
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			235,687	15	398,451
16	Total assets. Add lines 1 through 15 (must equal line 33)...			673,422,760	16	720,288,020

17	Accounts payable and accrued expenses .....	1,759,130	17	2,035,528
18	Grants payable ...	7,649,634	18	4,050,000
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..	42,996,322	24	43,068,929
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	291,356	25	471,058
26	Total liabilities. Add lines 17 through 25..	52,696,442	26	49,625,515

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	516,059,569	27	542,684,515
28	Net assets with donor restrictions ...........	104,666,749	28	127,977,990
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	620,726,318	32	670,662,505
33	Total liabilities and net assets/fund balances ........	673,422,760	33	720,288,020