EIN 94-3314538

Charter Foundation

IRS 501(c) type
501(c)(3)
Num. employees
3
Year formed
1998
Most recent tax filings
2024-06-01
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
$221,531
2024
Total expenses
$305,998
2024
Total assets
$9,517,551
2024
Num. employees
3
2024

Program areas at Charter Foundation

The Foundation is a non-profit corporation formed in 1998 to raise money for the creation and ongoing support of Sebastopol Charter School. The funding for the Foundation comes principally from the pledge donations of our school families, along with various fundraising programs and events throughout the year. The Foundation holds a $4.28 million loan from the purchase and construction of the property. The Foundation leases 18 acres of the propertys 20 acres to the School and 1 acre to the Ceres Community Project. The Foundation also raises funds to benefit the School through an Annual Giving Pledge Campaign and various fundraising events throughout the year. Funds that are not granted to the School are saved and/or invested for future property improvements.Funding for the Foundation comes principally from the pledge donations of our school families, along with various fundraising programs and events throughout the year. In the 2023-2024 school year, 190 of our 199 school families collectively pledged ~$262,000 to support the Foundations mission.The Foundation makes an annual grant to the School of $175,000 and saves all additional funds raised beyond that amount for its long-term facilities needs. In this way, the Foundation ensures the Schools fiscal health is secure, there is a financial backstop in place for times of crisis and an endowment is built for the ongoing support of the Schools programs.Support of Sebastopol Charter School is support for the students and their families enrolled in the School. The School had 284 students enrolled in the 2023-2024 school year.

Who funds Charter Foundation

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Marcia Brady Tucker FoundationEducation$20,000
Fidelity Investments Charitable Gift FundFor Grant Recipient's Exempt Purposes$7,500
Robert Wood Johnson Foundation (RWJF)Matching Gift$1,500

Financials for Charter Foundation

RevenuesFYE 06/2024
Total grants, contributions, etc.$272,621
Program services$5,741
Investment income and dividends$22,987
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$-123,078
Net gain from sale of non-inventory assets$0
Net income from fundraising events$43,678
Net income from gaming activities$0
Net income from sales of inventory$-418
Miscellaneous revenues$0
Total revenues$221,531

Form 990s for Charter Foundation

Fiscal year endingDate received by IRSFormPDF link
2024-062025-02-17990View PDF
2023-062023-12-04990View PDF
2022-062023-05-11990View PDF
2021-062021-12-08990View PDF
2020-062021-04-14990View PDF
...and 10 more Form 990s
Data update history
November 24, 2024
Received grants
Identified 1 new grant, including a grant for $20,000 from Marcia Brady Tucker Foundation
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
Nonprofit Types
Grantmaking organizationsSchoolsEducational service providersCharities
Issues
Education
Characteristics
Fundraising eventsAuction 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
1998
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 - In Process
FTB status revoked
Not revoked
AG Registration Number
111313
FTB Entity ID
2073466
AB 488 data last updated ("as-of") date
2025-03-19
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