2026-07-29T12:08:15-05:00 2025-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990EZ 2025-01-01 061620722 Charter Oak Challenge Foundation Inc CHAR 2032262307 575 Riverside Avenue Suite 202A Westport CT 06880 Andrew Boas President/Treasurer 2032262307 2026-07-29 1 Barbara Murphy P01386215 7134395739 2026-07-29 2025 2025-03-06 01:10:19Z X www.charteroakfoundation.org X X 30503 X 24910 5593 30503 135000 3142 1072 139214 -108711 215469 0 106758 215469 106758 215469 106758 0 0 215469 106758 X The Foundation is dedicated to building better futures for disadvantaged children and their families. The Foundation makes grants to agencies to promote scholastic development of Bridgeport children by improving elementary and secondary education through its support of charter and public schools. 135000 136021 136021 Andrew Boas President/Treasurer 20.00 0 0 0 Carol Boas Secretary 20.00 0 0 0 Dick Kalt Director 5.00 0 0 0 Pearl Kane Director 5.00 0 0 0 X 0 0 0 0 1 0 0 0 0 0 0 0 0 0 Andrew Boas 575 Riverside Avenue Suite 202A Westport CT 06880 2032262305 0 0 0 0 0 0 0 1 0 0 NONE NONE 1 X 57953 14864 2541 28300 24910 128568 57953 14864 2541 28300 24910 128568 94632 33936 451 707 1906 1119 5593 9776 138344 0.24530 0.28310 X The Charter Oak Challenge Foundation Inc. (COCF) submits that throughout its existence to date and in the future, it qualifies as a public charity under Internal Revenue Code 509(a)(1) by satisfying the requirements of Regulations 1.170A-9(f)(3) as follows:(i). Ten Percent Test: COCF has historically and normally can be expected in the future to receive over 10% of its total support from the general public.(ii). Attraction of Public Support: COCF has historically maintained a continuous annual solicitation of funds from the public through a bike-ride challenge in which the general public donates to COCF based on the biking performance of the participants. While COVID has caused a brief pause in the bike-ride challenge, future challenges are expected to provide COCF with more than sufficient public support. In addition, COCF actively solicits former donors and their associates for their continued support of the foundation. (iii) Percentage of Financial Support: COCF received about 24% of its total support from public sources during the past two years and over 35% in prior years. As indicated above, the challenges of COVID have impacted the foundation's one significant public fundraising program.(iv). Sources of Support: COCF receives modest contributions from a representative number of foundations, individuals, and corporations. As families struggle to access appropriate scholastic development services, COCF believes the general public will be more inclined to support and fund its mission.(v) Representative Governing Body: COCF's governing body comprises 4 business leaders. The board continues its search for additional individuals who can bring their skills to COCF. Current and future governing body members are active and engaged in their communities, can support COCF's strategic development plan, have expertise in education, and are actively committed to seeking public support.(vi). Availability of Facilities or Services and Public Participation: COCF's programs have historically impacted the public through its grants to educational institutions that provide program-based learning opportunities for potentially at-risk children. The grants help create a scholastic environment where every child receives a quality education. The general public benefits from COCF's programs.CONCLUSION: COCF believes it qualifies as a publicly supported charity described in IRC 509(a)(1) pursuant to the facts and circumstances test found in Treasury Regulation 1.170A-9(e)(3). COCF has and will receive well in excess of ten percent (10%) of its total support from qualifying public sources. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 139213 139213 27843 6961 0 0 329 2541 46096 27843 76809 115214 82 635 11524 6961 19202 28803 Cash Cash 651203744 Achievement First Inc 470 James Street New Haven CT 06513 501(c)(3) 1 0 0 0 Part II, Line 2e: Person(s) Involved: Andrew Boas Part II, Line 2e: Explanation of Involvement: Andrew Boas is the Board Chair for Achievement First, Inc. Form 990-EZ, Part I, Line 4 - Other Investment Income Description: Interest and dividends. Amount: 5,593. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: Education support. Grantee Name: Achievement First. Grantee Address: 470 James Street New Haven, CT 06513. Grantee Relationship: None. Amount Given: 100,000. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: Education support. Grantee Name: Third Sector New England Inc.. Grantee Address: 89 South Street, Suite 700 Boston, MA 02111. Grantee Relationship: None. Amount Given: 10,000. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: Education support. Grantee Name: 50CAN Inc.. Grantee Address: 1625 K Street, Suite 400 Washington, DC 20006. Grantee Relationship: None. Amount Given: 25,000. Total included on Form 990-EZ, line 10: 135,000. Form 990-EZ, Part I, Line 16 - Other Expenses Description: Bank charges. Amount: 141. Description: Website expense. Amount: 605. Description: Filing fees. Amount: 50. Description: Office expense. Amount: 276. Total to Form 990-EZ, line 16: 1,072. The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.