EIN 94-3314538

Charter Foundation

IRS 501(c) type
501(c)(3)
Num. employees
2
Year formed
1996
Most recent tax filings
2023-06-01
NTEE code, primary
Description
The Charter Foundation strives to offer facilities and resources for charter school programs that implement the Waldorf Curriculum. The Foundation envisions a unified campus, with all grades and administration housed in one building, which can comfortably support every aspect of students' education and artistic endeavors.
Total revenues
$186,965
2023
Total expenses
$114,673
2023
Total assets
$9,616,763
2023
Num. employees
2
2023

Program areas at Charter Foundation

The Charter Foundation (CF) is a nonprofit public benefit corporation that exists to support Sebastopol Charter School (SCS) by providing property to house the School and raising funds to support the ongoing needs of the school. SCS is a Public Waldorf Charter School located in Sebastopol, CA. At the end of the 2022-2023 school year it had an enrollment of 277 students plus about 30 administrators, teachers andstaff. Our support includes direct grants to SCS that fill the gap between state funding and the actual cost of the valuable Public Waldorf education that SCS provides. The CF executed multiple successful fundraising campaigns and events during FYE 2023 including the following:1. Our Annual Family Pledge Campaign which earned $257,830 and accomplished 100% family participation.2. Our annual Waldorf Wonder Auction which earned $17,458.69.3. Our annual Spring-a-Thon which earned $16,765.37.4. We welcomed the return of our public May Faire Festival after a 3-year break during the COVID-19 pandemic. The event earned $10,466.57 and gathered great community engagement and excitement for the coming years.5. We applied for and received $22,500 in private grants for the development of our School garden project.Our efforts have had a direct impact for Sebastopol Charter School, its students and their families. Weve improved the campus and worked to provide longevity, sustainability and financial support to the School. Our most notable projects include the following:1. We installed solar panels and converted the School to Solar energy across the campus.2. We paid for the materials to install a weather shelter for students being dropped off and waiting to be picked up after school.3. We installed a fence surrounding the designated half acre site of the future School garden.4. We earned, and held in reserve, $200,000 for the School as a financial backstop for their budgetary, facilities and programmatic needs.Overall, the CF earned $593,173.67 in revenue, including rental income, and paid out $520,882.59 in expenses.

Who funds Charter Foundation

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Fidelity Investments Charitable Gift FundFor Grant Recipient's Exempt Purposes$7,500
Marcia Brady Tucker FoundationEducation$6,000
Robert Wood Johnson Foundation (RWJF)Matching Gift$1,500
...and 1 more grant received

Personnel at Charter Foundation

NameTitleCompensation
Amy Hui JohnsonPresident$0
Sara BotzPast Treasurer$0
Cristina GoslingSecretary$0

Financials for Charter Foundation

RevenuesFYE 06/2023
Total grants, contributions, etc.$286,038
Program services$5,205
Investment income and dividends$8,339
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$-157,013
Net gain from sale of non-inventory assets$0
Net income from fundraising events$44,691
Net income from gaming activities$0
Net income from sales of inventory$-295
Miscellaneous revenues$0
Total revenues$186,965

Form 990s for Charter Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-062023-12-04990View PDF
2022-062023-05-11990View PDF
2021-062021-12-08990View PDF
2020-062021-04-14990View PDF
2019-062020-09-04990View PDF
...and 9 more Form 990s

Organizations like Charter Foundation

OrganizationLocationRevenue
Anoka Hennepin Educational Foundation IncorporatedAnoka, MN$399,638
The Foundation for the BasdBethlehem, PA$308,774
Friends of Tahoe Truckee WaldorfTruckee, CA$833,403
Greene County Local Educational Advancement FoundationGreeneville, TN$55,109
Partners In Island EducationVinalhaven, ME$148,476
Ely Chapman Education FoundationMarietta, OH$642,298
Elkhart Education FoundationElkhart, IN$327,037
Bay Area Financial Education FoundationSan Francisco, CA$103,389
Goleta Education FoundationGoleta, CA$99,722
Columbia Stem Alliance FoundationColumbia, MO$260,929
Data update history
February 6, 2024
Posted financials
Added Form 990 for fiscal year 2023
February 6, 2024
Updated personnel
Identified 1 new personnel
December 25, 2023
Received grants
Identified 2 new grant, including a grant for $6,000 from Marcia Brady Tucker Foundation
July 19, 2023
Posted financials
Added Form 990 for fiscal year 2022
June 29, 2023
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsSchoolsEducational service providersCharities
Issues
Education
Characteristics
Fundraising eventsCommunity engagement / volunteeringAuction fundraisersTax deductible donationsAccepts online donations
General information
Address
Post Office Box 1260
Sebastopol, CA 95473
Metro area
Santa Rosa-Petaluma, CA
County
Sonoma County, CA
Website URL
thecharterfoundation.org/ 
Phone
(707) 824-8430
IRS details
EIN
94-3314538
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1996
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B90: Educational Services
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current
FTB status revoked
Not revoked
AG Registration Number
111313
FTB Entity ID
2073466
AB 488 data last updated ("as-of") date
2024-11-20
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