Tax-exempt organization ยท Files a Form 5500
CHARTER FUND INC
1390 LAWRENCE ST STE 300, DENVER, CO 80204-2081
EIN
05-0620063
Tax-exempt status
501(c)(3) charitable, religious, educational
IRS · 2026-09
Deductibility
Contributions are deductible
IRS · 2026-09
Foundation classification
Publicly supported charity (170(b)(1)(A)(vi))
IRS · 2026-09
IRS ruling date
2025-08
IRS · 2026-09
NTEE code
T21
IRS · 2026-09
Latest tax period on file
2024-12
IRS · 2026-09
Revenue (latest 990)
$232,401,456
IRS · 2026-09
Assets (latest 990)
$720,288,020
IRS · 2026-09
Benefit plan 1, 2024 filing
CHARTER FUND, INC. 403(B) PLAN
DOL · 2025-10-13
Participants (start of year)
91
DOL · 2025-10-13
Plan assets (end of year)
$13,644,929
DOL · 2025-10-13
Plan features
code 2A2M3D2G2F2T3B3F
DOL · 2025-10-13
Plan type
Multiemployer plan
DOL · 2025-10-13
Business code (NAICS)
813000
DOL · 2025-10-13