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Colorado · Nonprofit

CHARTER FUND INC D/B/A CHARTER SCHOOL GROWTH FUND

CHARTER FUND INC D/B/A CHARTER SCHOOL GROWTH FUND (Colorado) receives grants from 43 organizations whose IRS filings report $820,195,364 to it, the largest being THE BLOOMBERG FAMILY FOUNDATION INC ($154,810,000). 32 of them have funded it in more than one year.

$232M
Revenue FY2024
43
Funders on record
$820M
Grants received
$671M
Net assets
32/43 repeat funderspeak grant-dependency 96%

Against its field

CHARTER FUND INC D/B/A CHARTER SCHOOL GROWTH FUND holds deeper cash reserves than three-quarters of the 153 philanthropy nonprofits its size.

Operating margin18% · below the median
Months of reserve15.4mo · top quartile
Revenue growth (annualized)18% · above the median

this organization peer median middle 50% of peers· 153 philanthropy nonprofits over $100M, FY2024

Three funders worth looking at

Grantmakers with no record of funding this organization, ranked by how strongly the co-funder graph and the mission embeddings agree. The evidence is in section 03.

See all 12 prospects and why each one surfaced →
01The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($72M) Expenses 100 ($69M) Net assets 100 ($184M)2018 Revenue 299 ($216M) Expenses 90 ($62M) Net assets 170 ($313M)2019 Revenue 106 ($77M) Expenses 101 ($70M) Net assets 175 ($322M)2020 Revenue 206 ($149M) Expenses 128 ($88M) Net assets 209 ($385M)2021 Revenue 348 ($252M) Expenses 110 ($76M) Net assets 303 ($557M)2022 Revenue 263 ($190M) Expenses 164 ($113M) Net assets 339 ($624M)2023 Revenue 196 ($142M) Expenses 214 ($147M) Net assets 339 ($624M)2024 Revenue 321 ($232M) Expenses 275 ($190M) Net assets 364 ($671M)
'17'18'19'20'21'22'23'24
Revenue (321)Expenses (275)Net assets (364)Peer revenue range
02Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 11 funders to 23 funders, grant income rose $25M → $136M.

7 of 43 of your funders are donor-advised or pass-through sponsors (tagged DAF)33% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of CHARTER FUND INC D/B/A CHARTER SCHOOL GROWTH FUND’s funders (the co-funder graph). Top 30 of 43 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

CHARTER FUND INC D/B/A CHARTER SCHOOL GROWTH FUND has a broad base — no single funder exceeds 19% of grant income, and it takes 5 funders to reach half.

the vertical line marks half of all grant income — 5 funders to its left

33% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund CHARTER FUND INC D/B/A CHARTER SCHOOL GROWTH FUND.

19%
largest funder
40%
top three
~12
effective funders

Largest funder’s share by year: 2017 36% · 2018 63% · 2019 19% · 2020 33% · 2021 39% · 2022 38% · 2023 34%diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

55% of CHARTER FUND INC D/B/A CHARTER SCHOOL GROWTH FUND's funders are still giving 3 years after their first grant; 74% give in more than one year at all.

first grant+1y+2y+3y+4y+5y+6y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

CHARTER FUND INC D/B/A CHARTER SCHOOL GROWTH FUND draws 99% of its grant income from funders outside Colorado, across 17 states in all.

WA
ID
IL
WI
NY
MA
IN
PA
CA
CO
MO
AR
TN
NC
GA
TX
FL

In-state vs out-of-state, by year

17
18
19
20
21
22
23
Colorado out of state home

Funder states come from each funder’s own filing. $272M arriving through sponsors registered in 6 statesis excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

03Its place in the field

Funders to approach

Grantmakers that don’t fund you yet, surfaced two ways: they back organizations that share your funders, or their grantees resemble your mission. The ones both signals agree on come first. Your 43 funders put you under-funded among the 400 organizations that share them.

From the co-funder graph (funders backing at least two comparable organizations, shrunk for grantee count, donor-advised and mega-funds excluded) and the universe embeddings. A research starting point; overlap is association, not a guarantee of fit.

Organizations like CHARTER FUND INC D/B/A CHARTER SCHOOL GROWTH FUND

Nonprofits whose mission and program text most resemble this one, by semantic similarity over the universe of US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Colorado

Nationally

04Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

96% of spending goes to programs.

Program 96%Management 4%Fundraising 0%

Governance

13
board members
92%
independent
Conflict-of-interest policyWhistleblower policyDocument retentionBoard reviewed the 990Audited financials

Public support

46%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 4 states

CA
CO
DE
TN

Part of a family of 8 related entities

  • Csgf Memphis LLC · disregarded
  • Csgf Facilities Fund III LLC · disregarded
  • Csgf Memphis Facility Fund LLC · disregarded
  • Csgf NYC Facility Fund LLC · disregarded
  • Csgf Senior Debt Fund LLC · disregarded

Screen this organization

A dated, signed PDF of the compliance screen for CHARTER FUND INC D/B/A CHARTER SCHOOL GROWTH FUND: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds CHARTER FUND INC D/B/A CHARTER SCHOOL GROWTH FUND?
CHARTER FUND INC D/B/A CHARTER SCHOOL GROWTH FUND (Colorado) receives grants from 43 organizations whose IRS filings report $820,195,364 to it, the largest being THE BLOOMBERG FAMILY FOUNDATION INC ($154,810,000). 32 of them have funded it in more than one year.
How many funders does CHARTER FUND INC D/B/A CHARTER SCHOOL GROWTH FUND have?
IRS filings report 43 organizations giving $820,195,364 in grants to CHARTER FUND INC D/B/A CHARTER SCHOOL GROWTH FUND, 32 of which have funded it in more than one year.
Who is the largest funder of CHARTER FUND INC D/B/A CHARTER SCHOOL GROWTH FUND?
THE BLOOMBERG FAMILY FOUNDATION INC is the largest funder on record, with $154,810,000 in grants. The full list of funders is on this page.
How can an organization like CHARTER FUND INC D/B/A CHARTER SCHOOL GROWTH FUND find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Colorado. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 43funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported August 27, 2026. What this page cannot tell you · view filing