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Nonprofit · EIN 65-0875243

CHARTER HOLDINGS FOUNDATION INC

Tax-exempt · DAVIE, FL 33330

Financials

$210K$239K2023$241K$209K2024$250K$217K2025
Revenue Expenses · by fiscal year end
Financials of CHARTER HOLDINGS FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2026990-PF$249,873$216,807$33,066$832,131$781,044$51,087
April 30, 2025990-PF$241,152$208,799$32,353$1,113,566$1,095,545$18,021
April 30, 2024990-PF$210,213$238,954-$28,741$1,114,717$1,129,049-$14,332
Financial details: 990-PF for the year ended April 30, 2026

Revenue

Interest
$10
Other income
$249,863

Expenses

Grants and similar amounts paid
$1,040
Disbursements for charitable purposes
$1,040

Balance sheet and other

Total assets, start of year
$1,113,566
Total assets, end of year
$832,131
Total liabilities, end of year
$781,044
Net assets, end of year
$51,087
Fair market value of assets
$1,529,569
Qualifying distributions
$1,040
Net investment income
$10

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 April 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
ROBERT HAAG
12555 ORANGE DR 4015, DAVIE, FL 33330
President1$0
JEFFREYS WOOD
110 SW 6TH STREET 5TH FLOOR, FT LAUDERDALE, FL 33301
Vice President1$0
NATHAN SPARROW
12555 ORANGE DR 4015, DAVIE, FL 33330
Treasurer0$0
990-PF for the year ended April 30, 2025: 3 people
NameTitleHours / weekCompensation
ROBERT HAAG
12555 ORANGE DR 4015, DAVIE, FL 33330
President1$0
JEFFREYS WOOD
110 SW 6TH STREET 5TH FLOOR, FT LAUDERDALE, FL 33301
Vice President1$0
NATHAN SPARROW
12555 ORANGE DR 4015, DAVIE, FL 33330
Treasurer0$0
990-PF for the year ended April 30, 2024: 4 people
NameTitleHours / weekCompensation
ROBERT HAAG
1225 SE 2ND AVE, FORT LAUDERDALE, FL 33316
President1$0
JEFFREYS WOOD
110 SW 6TH STREET 5TH FLOOR, FT LAUDERDALE, FL 33301
Vice President1$0
REBECCA J KATZ
1225 SE 2ND AVE, FORT LAUDERDALEE, FL 33316
Secretary1$0
KATRINA WILSON
1225 SOUTHEAST 2ND AVE, FORT LAUDERDALE, FL 33316
Treasurer1$0

Address and contacts

Address (IRS master file)
12555 ORANGE DR 4015, DAVIE, FL 33330-4304
In care of
% ROBERT HAAG
Signed the 990-PF
ROBERT HAAG, President
Phone
(954) 522-2997
Return prepared by
OQBC Accounting Solutions Now

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026990-PF on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
65-0875243
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
2000
Accounting year ends
April
Files
Form 990-PF
Category (NTEE)
Education (B12)
Assets (IRS master file)
$832,131
Income (IRS master file)
$249,873

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2026$249,873$216,807$832,131XML
990-PFApril 2025$241,152$208,799$1,113,566XML
990-PFApril 2024$210,213$238,954$1,114,717XML
990-PFApril 2023–––IRS
990-PFApril 2022–––IRS
990-PFApril 2021–––IRS
990-PFApril 2020–––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 65-0875243).

Questions about CHARTER HOLDINGS FOUNDATION INC

What is the EIN of CHARTER HOLDINGS FOUNDATION INC?
The employer identification number (EIN) of CHARTER HOLDINGS FOUNDATION INC is 65-0875243.
Is CHARTER HOLDINGS FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to CHARTER HOLDINGS FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does CHARTER HOLDINGS FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of CHARTER HOLDINGS FOUNDATION INC due?
The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CHARTER HOLDINGS FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2026.
Who are the officers and directors of CHARTER HOLDINGS FOUNDATION INC?
The 990-PF for the year ended April 30, 2026 lists 3 people; 0 received compensation from the organization.
How much revenue does CHARTER HOLDINGS FOUNDATION INC have?
On its 990-PF for the year ended April 30, 2026 it reported revenue of $249,873, expenses of $216,807 and total assets of $832,131 at year end.

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