Nonprofit · EIN 58-2144961
THE CHARTER FOUNDATION INC
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $654,263 | $531,314 | $122,949 | $8,140,910 | $0 | $8,140,910 |
| December 31, 2024 | 990-PF (amended) | $1,382,264 | $531,394 | $850,870 | $8,016,403 | $0 | $8,016,403 |
| December 31, 2023 | 990-PF (amended) | -$49,629 | $559,205 | -$608,834 | $7,147,815 | $0 | $7,147,815 |
| December 31, 2022 | 990-PF (amended) | $752,915 | $510,977 | $241,938 | $7,757,174 | $0 | $7,757,174 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $239,565
- Net gain from sales of assets
- $411,020
- Other income
- $3,678
Expenses
- Grants and similar amounts paid
- $404,263
- Compensation of officers, directors and key employees
- $81,132
- Disbursements for charitable purposes
- $456,026
- Excise tax on investment income
- $8,425
Balance sheet and other
- Total assets, start of year
- $8,016,403
- Total assets, end of year
- $8,140,910
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,140,910
- Fair market value of assets
- $9,651,762
- Qualifying distributions
- $456,026
- Net investment income
- $650,585
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK NA P O BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $79,832 |
| WILLIAM C GLADDEN 125 HILLCREST ROAD, WEST POINT, GA 31833 | VICE PRESIDENT | 1 | $900 |
| BONNIE F BONNER 507 DENSON STREET, VALLEY, AL 36854 | SECRETARY | 1 | $400 |
| ROBERT L JOHNSON 671 LAKEWOOD DRIVE, LAGRANGE, GA 30240 | PRESIDENT | 1 | $0 |
| LAURA SMITH 849 LAKEWOOD DRIVE, LAGRANGE, GA 30240 | DIRECTOR | 1 | $0 |
| NANCY DURAND 631 COUNTRY CLUB RD, LAGRANGE, GA 30240 | DIRECTOR | 1 | $0 |
| TOMMY WHITWORTH 3469 WEST POINT ROAD, LAGRANGE, GA 30240 | TREASURY | 1 | $0 |
| LESLIE SMITH 1654 COUNTY ROAD 548, LANETT, AL 36862 | DIRECTOR | 1 | $0 |
| CHARLES STORY 1304 26TH STREET, VALLEY, AL 36854 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK NA P O BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $47,277 |
| BONNIE F BONNER 507 DENSON STREET, VALLEY, AL 36854 | SECRETARY | 1 | $1,100 |
| WILLIAM C GLADDEN 125 HILLCREST ROAD, WEST POINT, GA 31833 | VICE PRESIDENT | 1 | $1,000 |
| ROBERT L JOHNSON 671 LAKEWOOD DRIVE, LAGRANGE, GA 30240 | PRESIDENT | 1 | $0 |
| LAURA SMITH 849 LAKEWOOD DRIVE, LAGRANGE, GA 30240 | DIRECTOR | 1 | $0 |
| NANCY DURAND 631 COUNTRY CLUB RD, LAGRANGE, GA 30240 | DIRECTOR | 1 | $0 |
| TOMMY WHITWORTH 3469 WEST POINT ROAD, LAGRANGE, GA 30240 | TREASURY | 1 | $0 |
| LESLIE SMITH 1654 COUNTY ROAD 548, LANETT, AL 36862 | DIRECTOR | 1 | $0 |
| CHARLES STORY 1304 26TH STREET, VALLEY, AL 36854 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM C GLADDEN 125 HILLCREST ROAD, WEST POINT, GA 31833 | VICE PRESIDENT | 1 | $1,302 |
| BONNIE F BONNER 507 DENSON STREET, VALLEY, AL 36854 | SECRETARY | 1 | $1,200 |
| ROBERT L JOHNSON 671 LAKEWOOD DRIVE, LAGRANGE, GA 30240 | PRESIDENT | 1 | $0 |
| LAURA SMITH 849 LAKEWOOD DRIVE, LAGRANGE, GA 30240 | DIRECTOR | 1 | $0 |
| NANCY DURAND 631 COUNTRY CLUB RD, LAGRANGE, GA 30240 | DIRECTOR | 1 | $0 |
| TOMMY WHITWORTH 3469 WEST POINT ROAD, LAGRANGE, GA 30240 | TREASURER | 1 | $0 |
| LESLIE SMITH 1654 COUNTY ROAD 548, LANETT, AL 36863 | DIRECTOR | 1 | $0 |
| CHARLES STORY 1304 26TH STREET, VALLEY, AL 36854 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2022: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BONNIE F BONNER 507 DENSON STREET, VALLEY, AL 36854 | SECRETARY | 1 | $1,200 |
| WILLIAM C GLADDEN 125 HILLCREST ROAD, WEST POINT, GA 31833 | VICE PRESIDENT | 1 | $1,200 |
| ROBERT L JOHNSON 671 LAKEWOOD DRIVE, LAGRANGE, GA 30240 | PRESIDENT | 1 | $0 |
| LAURA SMITH 849 LAKEWOOD DRIVE, LAGRANGE, GA 30240 | DIRECTOR | 1 | $0 |
| NANCY DURAND 631 COUNTRY CLUB RD, LAGRANGE, GA 30240 | DIRECTOR | 1 | $0 |
| TOMMY WHITWORTH 3469 WEST POINT ROAD, LAGRANGE, GA 30240 | TREASURER | 1 | $0 |
| LESLIE SMITH 1654 COUNTY ROAD 548, LANETT, AL 36863 | DIRECTOR | 1 | $0 |
| CHARLES STORY 1304 26TH STREET, VALLEY, AL 36854 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % BONNIE F BONNER
- Signed the 990-PF
- TRUIST BANK, DIRECTOR
- Phone
- (706) 645-3210
- Website
- CHARTERFOUNDATION.NET
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 58-2144961
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $8,140,910
- Income (IRS master file)
- $2,734,319
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $654,263 | $531,314 | $8,140,910 | XML |
| 990-PF | December 2024 | $1,382,264 | $531,394 | $8,016,403 | XML |
| 990-PF | December 2023 | -$49,629 | $559,205 | $7,147,815 | XML |
| 990-PF | December 2022 | $752,915 | $510,977 | $7,757,174 | XML |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 58-2144961).
Questions about THE CHARTER FOUNDATION INC
- What is the EIN of THE CHARTER FOUNDATION INC?
- The employer identification number (EIN) of THE CHARTER FOUNDATION INC is 58-2144961.
- Is THE CHARTER FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to THE CHARTER FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE CHARTER FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE CHARTER FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE CHARTER FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE CHARTER FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 9 people; 3 received compensation from the organization, the highest $79,832 (TRUIST BANK NA, TRUSTEE).
- How much revenue does THE CHARTER FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $654,263, expenses of $531,314 and total assets of $8,140,910 at year end.
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