Charter Holdings Foundation Inc

Private foundation · Grantmaker Davie, FL EIN: 65-0875243

Charter Holdings Foundation Inc is a private foundation focused on Education, based in Davie, FL. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $832K in total assets. In 2026, it awarded 1 grant totaling $1K. Net investment income was $10.

Key facts about Charter Holdings Foundation Inc

In short: Charter Holdings Foundation Inc gave $1K across 1 grant in 2026 (avg $1K), mostly in Florida. Source: 2026 IRS Form 990-PF.

EIN
65-0875243
Latest 990 filing
Form 990-PF, 2026
Annual giving (2026)
$1,040
Grants made (2026)
1
Average grant
$1,040
Median grant
$1,040
Total assets
$832,131
Primary geography
Florida (100% of itemized 2026 grant dollars)

Data from IRS Form 990-PF, 2026; updated September 2026.

Financial Overview

From 2026 IRS Form 990-PF · View filing

Total Assets

$832K

-25.3% YoY

Annual Giving

$1K

+4.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$1K

+4.0% YoY

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2026 grant dollars.

States

Cities

LutzFort Lauderdale

Giving Over Time

Total grant dollars and number of grants per year

$0$500$1K$1.5K0 grants20201 grants20210 grants20220 grants20230 grants20241 grants20251 grants2026

From 2021 to 2026, annual grant giving ranged from $1K (2021) to $1K (2026). In 2026 it made 1 grant totaling $1K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2026

The Salvation Army of Florida: $1KThe Salvation Army of Florida$1K

The largest 2026 recipient was The Salvation Army of Florida ($1K).

Grant Size Distribution

2 grants across all recorded years

2<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 2 grants of 2 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Salvation Army of Florida Lutz, FLSupport the Salvation Army of Florida$1,040

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2020202120222023202420252026
Metric202620252024
Total Assets$832,131$1,113,566$1,114,717
Revenue$249,873$241,152$210,213
Expenses$216,807$208,799$238,954
Qualifying Distributions$1,040$1,000—
Net Investment Income$10$179—
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS August 5, 2026)
  2. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Charter Holdings Foundation Inc is led by Robert Haag, President on every filing since 2020; none of the 3 officers listed in 2026 report compensation.

Officers on the 2026 filing

  • Robert Haag

    President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Jeffreys Wood

    Vice President

    Vice President & Treasurer → Vice President, 2022

    On filings since 2020

    1 hr/week

    No compensation reported

  • Nathan Sparrow

    Treasurer

    On filings since 2025

    No compensation reported

Former officers (4)
  • Former: Katrina Wilson (2022–2024) — Treasurer
  • Former: Rebecca J. Katz (2022–2024) — Secretary
  • Former: Henry Rose (2021) — Secretary
  • Former: Tracy Nessl (2020) — Secretary

Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Charter Holdings Foundation Inc

How much does Charter Holdings Foundation Inc give each year?

Charter Holdings Foundation Inc gave $1K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $1K across 1 grant.

How large is Charter Holdings Foundation Inc?

Charter Holdings Foundation Inc reported $832K in total assets on its 2026 IRS Form 990-PF. Its revenue that year was $250K.

What is Charter Holdings Foundation Inc?

Charter Holdings Foundation Inc is a private foundation focused on Education, based in Davie, FL. It holds $832K in total assets as of 2026.

Where does Charter Holdings Foundation Inc operate?

Charter Holdings Foundation Inc has awarded grants in Florida.

What is Charter Holdings Foundation Inc's EIN?

Charter Holdings Foundation Inc's EIN (Employer Identification Number) is 65-0875243. IRS Form 990 filing data is available on this page for 2020–2026.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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