PeerBasis.org
Philanthropy & Grantmaking · CO

Charter Fund Inc

Charter Fund Inc's latest filing in the PeerBasis snapshot reports a Part VII D + F figure of $657,208 for Kevin Hall, President (FY 2024). Column F can include amounts from the filing and related organizations.

After indexing supported filing years to 2025 comparison dollars, the subject figure is $674,501. It is higher than the D + F figure for 21 of 27 peer organizations selected under the disclosed tier Same NTEE major group (T), nationwide + size band 0.8–1.25× revenue (approximately 78%; median $542,911). This is descriptive, not a reasonableness conclusion.

$232,401,456Total revenue (FY 2024)
$657,208Reported Part VII D + F figure
21 / 27Selected peers with a strictly lower 2025-dollar figure (approximately 78%)

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Review the selected comparables for Charter Fund Inc, then prepare a source-linked report and bracketed documentation worksheet for the board to verify and complete.

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Selected peer organizations

Actual selection tier: Same NTEE major group (T), nationwide + size band 0.8–1.25× revenue. Displayed D + F figures from supported filing years are indexed to 2025 comparison dollars with BLS CPI-U; a nationwide tier also uses 2024 BEA RPP as a consumer price-level proxy when both the subject and peer have supported state codes. Unsupported state codes receive no interstate adjustment. Comparison values can differ from the raw filing. Column F may include related-organization amounts.

OrganizationStateRevenueD + F (2025 dollars)
New Hampshire Charitable Foundation NH$231,461,448 $553,598
Lettie Pate Whitehead Foundation Inc GA$233,465,422 $182,579
The Community Foundation Of Middle TN$239,914,601 $312,829
New Partners Inc NY$244,325,435 $305,018
Jewish Federation Of Metropolitan IL$219,098,638 $555,536
Community Foundation For Southeast MI$246,111,003 $791,558
The San Diego Foundation CA$218,410,559 $658,805
Communities Foundation Of Texas Inc TX$249,264,067 $453,221

View the organization record and available filings on ProPublica