CHARTER OAK CHALLENGE FOUNDATION INC: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CHARTER OAK CHALLENGE FOUNDATION INC (EIN 06-1620722)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-08-23
IRS object ID
202122359349200342
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-08-23T12:25:16-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760269860PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Blazek & VetterlingBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12900 Weslayan Suite 200AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061620722EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Charter Oak Challenge Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHARBusinessNameControlTxt
Phone2032262307PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1575 Riverside Avenue Suite 202AAddressLine1Txt
CityWestportCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06880ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAndrew BoasPersonNm
Person TitlePresidentPersonTitleTxt
Signature2021-08-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAndrewPersonFirstNm
Person LastBoasPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBarbara MurphyPreparerPersonNm
PTINP01386215PTIN
Phone7134395739PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website Addresswww.charteroakfoundation.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$105,831GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$105,141ContributionsGiftsGrantsEtcAmt
Investment Income$690InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$105,831TotalRevenueAmt
Grants And Similar Amounts Paid$27,500GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$1,500FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$1,265OtherExpensesTotalAmt
Total Expenses$30,265TotalExpensesAmt
Excess Or Deficit For Year$75,566ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$314,517NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$390,083NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$314,517BOYAmt
EOY$390,083EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$314,517BOYAmt
EOY$390,083EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$314,517BOYAmt
EOY$390,083EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeThe Foundation is dedicated to building better futures for disadvantaged children and their families in the Greater Bridgeport, CT area.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomThe Foundation makes grants to agencies in Bridgeport, CT to promote scholastic development of Bridgeport children by improving elementary and secondary education through its support of charter and public schools.DescriptionProgramSrvcAccomTxt
Grants And Allocations$27,500GrantsAndAllocationsAmt
Program Service Expenses$27,500ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$27,500TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Andrew Boas
Pres/Treasurer20.00$0
Carol Boas
Secretary20.00$0
Dick Kalt
Director5.00$0
Pearl Kane
Director5.00$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonAndrew BoasPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1575 Riverside Avenue Suite 202AAddressLine1Txt
CityWestportCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06880ZIPCd
FieldValueIRS element (for citing)
Phone2032262305PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$147,576CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$133,186CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$120,761CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$99,670CurrentTaxYearMinus1YearAmt
Current Tax Year$105,141CurrentTaxYearAmt
Total$606,334TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$147,576CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$133,186CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$120,761CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$99,670CurrentTaxYearMinus1YearAmt
Current Tax Year$105,141CurrentTaxYearAmt
Total$606,334TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$370,848SubstantialContributorsTotAmt
Public Support Total170$235,486PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$588CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$774CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,081CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,073CurrentTaxYearMinus1YearAmt
Current Tax Year$690CurrentTaxYearAmt
Total$4,206TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$610,540TotalSupportAmt
Public Support CY1700.38570PublicSupportCY170Pct
Public Support PY1700.38600PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Form4720 Filed Section4955 TaxfalseForm4720FiledSection4955TaxInd
Correction MadefalseCorrectionMadeInd

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$30,265FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$30,265FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$6,053FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,513FilingOrganizationsTotalAmt
FieldValueIRS element (for citing)
Form4720 FiledfalseForm4720FiledInd

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$13,790CurrentYearMinus3Amt
Current Year Minus2$47,456CurrentYearMinus2Amt
Current Year Minus1$28,498CurrentYearMinus1Amt
Current Year$6,053CurrentYearAmt
Total$95,797TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$143,696LobbyingCeilingAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$3,448CurrentYearMinus3Amt
Current Year Minus2$11,864CurrentYearMinus2Amt
Current Year Minus1$7,125CurrentYearMinus1Amt
Current Year$1,513CurrentYearAmt
Total$23,950TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$35,925GrassrootsCeilingAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Grants and Similar Amounts Paid In Excess of $5,000.2Class of Activity: Program Support | Donee's Name: Achievement First | Donee's Address: 495 Blake Street New Haven CT 06515 | Cash Amount Given: $15000
Grants and Similar Amounts Paid In Excess of $5,000.5Class of Activity: Program Support | Donee's Name: Five Frogs | Donee's Address: 1210 Post Road Fairfield CT 06824 | Cash Amount Given: $12500
Other Expenses.1Office expenses $567
Other Expenses.2Bank charges $482
Other Expenses.3Website $216

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