Charter Holdings Foundation Inc

Davie, FL
Tax-exempt since May 2000
EIN: 65-0875243

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Fund Raising and/or Fund Distribution (NTEE)

Donations to this organization are tax deductible.

Revenue

$241k (2025)

Expenses

$209k (2025)

Total Assets

$1.11M (2025)

Total Liabilities

$1.1M (2025)

Years with missing data

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending April
2025

Revenue

$241,152

Expenses

$208,799

Net Income

$32,353

Net Assets

$18,021

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$179	0.1%
Dividends	$0
Sales of Assets	$0
Other Income	$240,973	99.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,000	0.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,113,566
Total Liabilities	$1,095,545
Net Assets	$18,021

Compensation

Key Employees and Officers	Compensation	Other
Robert Haag (President)	$0	$0
Jeffreys Wood (Vice President)	$0	$0
Nathan Sparrow (Treasurer)	$0	$0

990-PF

Filed on July 22, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending April
2024

Revenue

$210,213

Expenses

$238,954

Net Income

-$28,741

Net Assets

-$14,332

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$210,213	100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,114,717
Total Liabilities	$1,129,049
Net Assets	-$14,332

Compensation

Key Employees and Officers	Compensation	Other
Robert Haag (President)	$0	$0
Jeffreys Wood (Vice President)	$0	$0
Rebecca J Katz (Secretary)	$0	$0
Katrina Wilson (Treasurer)	$0	$0

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990-PF

Filed on July 28, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending April
2023

Revenue

$195,888

Expenses

$210,772

Net Income

-$14,884

Net Assets

$14,409

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$195,888	100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$859,675
Total Liabilities	$845,266
Net Assets	$14,409

Compensation

Key Employees and Officers	Compensation	Other
Robert Haag (President)	$0	$0
Jeffreys Wood (Vice President)	$0	$0
Rebecca J Katz (Secretary)	$0	$0
Katrina Wilson (Treasurer)	$0	$0

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990-PF

Filed on Nov. 16, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending April
2022

Revenue

$182,370

Expenses

$155,160

Net Income

$27,210

Net Assets

$29,293

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$182,370	100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$900,626
Total Liabilities	$871,333
Net Assets	$29,293

Compensation

Key Employees and Officers	Compensation	Other
Robert Haag (President)	$0	$0
Jeffreys Wood (Vice President)	$0	$0
Rebecca J Katz (Secretary)	$0	$0
Katrina Wilson (Treasurer)	$0	$0

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990-PF

Filed on March 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending April
2021

Revenue

$180,189

Expenses

$152,574

Net Income

$27,615

Net Assets

$2,083

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$98	0.1%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,000	0.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$912,153
Total Liabilities	$910,070
Net Assets	$2,083

Compensation

Key Employees and Officers	Compensation	Other
Robert Haag (President)	$0	$0
Jeffrey S Wood (Vp/Treasurer)	$0	$0
Henry Rose (Secretary)	$0	$0

990-PF

Filed on Dec. 1, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending April
2020

Revenue

Expenses

Net Income

Net Assets

-$62,180

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$940,267
Total Liabilities	$1,002,447
Net Assets	-$62,180

Compensation

Key Employees and Officers	Compensation	Other
Robert Haag (President)	$0	$0
Jeffrey S Wood (Vp/Treasurer)	$0	$0
Tracy Nessl (Secretary)	$0	$0

990-PF

Filed on Dec. 1, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending April
2019

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2016

Revenue

$16,503

Expenses

$12,324

Net Income

$4,179

Net Assets

-$119,574

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$16,501	100.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,317	10.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$236,365
Total Liabilities	$355,939
Net Assets	-$119,574

Compensation

Key Employees and Officers	Compensation	Other
Robert Haag (President)	$0	$0
Jeffrey S Wood (Vp/Treasurer)	$0	$0
Tracy Nessl (Secretary)	$0	$0

990-PF

Filed on June 28, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending April
2015

Revenue

$13,982

Expenses

$8,545

Net Income

$5,437

Net Assets

-$123,754

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16	0.1%
Dividends	$0
Sales of Assets	$0
Other Income	$13,966	99.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,814	44.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$249,859
Total Liabilities	$373,613
Net Assets	-$123,754

Compensation

Key Employees and Officers	Compensation	Other
Robert Haag (President)	$0	$0
Jeffrey S Wood (Vp/Treasurer)	$0	$0
Tracy Nessl (Secretary)	$0	$0

990-PF

Filed on Aug. 17, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending April
2014

Revenue

$17,462

Expenses

$5,026

Net Income

$12,436

Net Assets

-$125,379

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$17,462	100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,105	> 100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$195,931
Total Liabilities	$321,310
Net Assets	-$125,379

Compensation

Key Employees and Officers	Compensation	Other
Robert Haag (President)	$0	$0
Jeffrey S Wood (Vp/Treasurer)	$0	$0
Tracy Nessl (Secretary)	$0	$0

990-PF

Filed on Aug. 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending April
2013

Revenue

$30,464

Expenses

$11,991

Net Income

$18,473

Net Assets

-$132,709

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$500	1.6%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$29,964	98.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,478	37.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$200,629
Total Liabilities	$333,338
Net Assets	-$132,709

990-PF

Filed on Nov. 30, 2013

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending April
2012

Revenue

$19,470

Expenses

$13,575

Net Income

$5,895

Net Assets

-$146,705

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$73	0.4%
Dividends	$0
Sales of Assets	$0
Other Income	$19,397	99.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,186	23.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$210,288
Total Liabilities	$356,993
Net Assets	-$146,705

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Types of Nonprofits

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Updated January 26, 2026

Charter Holdings Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $241k (2025)

Expenses $209k (2025)

Total Assets $1.11M (2025)

Total Liabilities $1.1M (2025)

Tax Filings by Year

Fiscal Year Ending April 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2019

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending April 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending April 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$241k (2025)

Expenses

$209k (2025)

Total Assets

$1.11M (2025)

Total Liabilities

$1.1M (2025)

Fiscal Year Ending April
2025

Fiscal Year Ending April
2024

Fiscal Year Ending April
2023

Fiscal Year Ending April
2022

Fiscal Year Ending April
2021

Fiscal Year Ending April
2020

Fiscal Year Ending April
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending April
2017

Fiscal Year Ending April
2016

Fiscal Year Ending April
2015

Fiscal Year Ending April
2014

Fiscal Year Ending April
2013

Fiscal Year Ending April
2012

Fiscal Year Ending April
2011

Fiscal Year Ending April
2010

Fiscal Year Ending April
2009

Fiscal Year Ending April
2008

Fiscal Year Ending April
2007

Fiscal Year Ending April
2006

Fiscal Year Ending April
2005

Fiscal Year Ending April
2004

Fiscal Year Ending April
2003

Fiscal Year Ending April
2002

Fiscal Year Ending April
2001