﻿<?xml version="1.0" encoding="utf-8"?>
<Return xmlns="http://www.irs.gov/efile" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" returnVersion="2024v5.0">
  <ReturnHeader binaryAttachmentCnt="0">
    <ReturnTs>2025-12-11T11:06:51-05:00</ReturnTs>
    <TaxPeriodEndDt>2025-06-30</TaxPeriodEndDt>
    <PreparerFirmGrp>
      <PreparerFirmEIN>273073445</PreparerFirmEIN>
      <PreparerFirmName>
        <BusinessNameLine1Txt>DARA B SORAH CPA PA</BusinessNameLine1Txt>
      </PreparerFirmName>
      <PreparerUSAddress>
        <AddressLine1Txt>866 TAMIAMI TRAIL UNIT 8</AddressLine1Txt>
        <CityNm>PORT CHARLOTTE</CityNm>
        <StateAbbreviationCd>FL</StateAbbreviationCd>
        <ZIPCd>33953</ZIPCd>
      </PreparerUSAddress>
    </PreparerFirmGrp>
    <ReturnTypeCd>990</ReturnTypeCd>
    <TaxPeriodBeginDt>2024-07-01</TaxPeriodBeginDt>
    <Filer>
      <EIN>650661754</EIN>
      <BusinessName>
        <BusinessNameLine1Txt>CHARLOTTE COUNTRY DAY SCHOOL INC</BusinessNameLine1Txt>
      </BusinessName>
      <BusinessNameControlTxt>CHAR</BusinessNameControlTxt>
      <PhoneNum>9417647673</PhoneNum>
      <USAddress>
        <AddressLine1Txt>365 ORLANDO BLVD</AddressLine1Txt>
        <CityNm>PORT CHARLOTTE</CityNm>
        <StateAbbreviationCd>FL</StateAbbreviationCd>
        <ZIPCd>33954</ZIPCd>
      </USAddress>
    </Filer>
    <BusinessOfficerGrp>
      <PersonNm>CLAY REBOL</PersonNm>
      <PersonTitleTxt>PRESIDENT</PersonTitleTxt>
      <PhoneNum>9417647673</PhoneNum>
      <SignatureDt>2025-12-04</SignatureDt>
      <DiscussWithPaidPreparerInd>true</DiscussWithPaidPreparerInd>
    </BusinessOfficerGrp>
    <IRSResponsiblePrtyInfoCurrInd>false</IRSResponsiblePrtyInfoCurrInd>
    <PreparerPersonGrp>
      <PreparerPersonNm>DARA B SORAH CPA</PreparerPersonNm>
      <PTIN>P00639917</PTIN>
      <PhoneNum>9419798860</PhoneNum>
      <PreparationDt>2025-12-11</PreparationDt>
    </PreparerPersonGrp>
    <TaxYr>2024</TaxYr>
    <BuildTS>2025-03-06 01:10:19Z</BuildTS>
  </ReturnHeader>
  <ReturnData documentCnt="5">
    <IRS990 documentId="RetDoc3" referenceDocumentId="RetDoc6 RetDoc2">
      <DoingBusinessAsName>
        <BusinessNameLine1Txt>DBA CHARLOTTE PREPATORY SCHOOL</BusinessNameLine1Txt>
      </DoingBusinessAsName>
      <PrincipalOfficerNm>CLAY REBOL</PrincipalOfficerNm>
      <USAddress>
        <AddressLine1Txt>155 SARAH ST</AddressLine1Txt>
        <CityNm>PUNTA GORDA</CityNm>
        <StateAbbreviationCd>FL</StateAbbreviationCd>
        <ZIPCd>33950</ZIPCd>
      </USAddress>
      <GrossReceiptsAmt>3387824</GrossReceiptsAmt>
      <GroupReturnForAffiliatesInd>false</GroupReturnForAffiliatesInd>
      <Organization501c3Ind>X</Organization501c3Ind>
      <WebsiteAddressTxt>WWW.CHARLOTTEACADEMY.COM</WebsiteAddressTxt>
      <TypeOfOrganizationCorpInd>X</TypeOfOrganizationCorpInd>
      <LegalDomicileStateCd>FL</LegalDomicileStateCd>
      <ActivityOrMissionDesc>CHARLOTTE ACADEMY IS A PRIVATE, NON-SECTARIAN SCHOOL FOR STUDENTS IN PRE-K THROUGH 8TH GRADE. CHARLOTTE ACADEMY BEGINS WITH AN ENRICHING MONTESSORI PROGRAM AND TRANSITIONS INTO A CHALLENGING ACADEMIC CURRICULUM. ITS NURTURING ENVIRONMENT TEACHES RESPECT FOR SELF AND OTHERS; PAVING THE WAY FOR EXCEPTIONAL ACHIEVEMENT IN HIGH SCHOOL AND CULTIVATING LIFELONG LEARNERS AND LEADERS.</ActivityOrMissionDesc>
      <VotingMembersGoverningBodyCnt>14</VotingMembersGoverningBodyCnt>
      <VotingMembersIndependentCnt>14</VotingMembersIndependentCnt>
      <TotalEmployeeCnt>46</TotalEmployeeCnt>
      <TotalGrossUBIAmt>0</TotalGrossUBIAmt>
      <PYContributionsGrantsAmt>42609</PYContributionsGrantsAmt>
      <CYContributionsGrantsAmt>32739</CYContributionsGrantsAmt>
      <PYProgramServiceRevenueAmt>2778083</PYProgramServiceRevenueAmt>
      <CYProgramServiceRevenueAmt>3232366</CYProgramServiceRevenueAmt>
      <PYInvestmentIncomeAmt>17724</PYInvestmentIncomeAmt>
      <CYInvestmentIncomeAmt>30716</CYInvestmentIncomeAmt>
      <PYOtherRevenueAmt>362712</PYOtherRevenueAmt>
      <CYOtherRevenueAmt>68610</CYOtherRevenueAmt>
      <PYTotalRevenueAmt>3201128</PYTotalRevenueAmt>
      <CYTotalRevenueAmt>3364431</CYTotalRevenueAmt>
      <CYGrantsAndSimilarPaidAmt>0</CYGrantsAndSimilarPaidAmt>
      <CYBenefitsPaidToMembersAmt>0</CYBenefitsPaidToMembersAmt>
      <PYSalariesCompEmpBnftPaidAmt>1835539</PYSalariesCompEmpBnftPaidAmt>
      <CYSalariesCompEmpBnftPaidAmt>2163721</CYSalariesCompEmpBnftPaidAmt>
      <CYTotalProfFndrsngExpnsAmt>0</CYTotalProfFndrsngExpnsAmt>
      <CYTotalFundraisingExpenseAmt>2378</CYTotalFundraisingExpenseAmt>
      <PYOtherExpensesAmt>920650</PYOtherExpensesAmt>
      <CYOtherExpensesAmt>772295</CYOtherExpensesAmt>
      <PYTotalExpensesAmt>2756189</PYTotalExpensesAmt>
      <CYTotalExpensesAmt>2936016</CYTotalExpensesAmt>
      <PYRevenuesLessExpensesAmt>444939</PYRevenuesLessExpensesAmt>
      <CYRevenuesLessExpensesAmt>428415</CYRevenuesLessExpensesAmt>
      <TotalAssetsBOYAmt>4235165</TotalAssetsBOYAmt>
      <TotalAssetsEOYAmt>5331520</TotalAssetsEOYAmt>
      <TotalLiabilitiesBOYAmt>1276995</TotalLiabilitiesBOYAmt>
      <TotalLiabilitiesEOYAmt>1901255</TotalLiabilitiesEOYAmt>
      <NetAssetsOrFundBalancesBOYAmt>2958170</NetAssetsOrFundBalancesBOYAmt>
      <NetAssetsOrFundBalancesEOYAmt>3430265</NetAssetsOrFundBalancesEOYAmt>
      <InfoInScheduleOPartIIIInd>X</InfoInScheduleOPartIIIInd>
      <MissionDesc>CHARLOTTE ACADEMY IS A PRIVATE, NON-SECTARIAN SCHOOL FOR STUDENTS IN PRE-K THROUGH 8TH GRADE. CHARLOTTE ACADEMY BEGINS WITH AN ENRICHING MONTESSORI PROGRAM AND TRANSITIONS INTO A CHALLENGING ACADEMIC CURRICULUM. ITS NURTURING ENVIRONMENT TEACHES RESPECT FOR SELF AND OTHERS; PAVING THE WAY FOR EXCEPTIONAL ACHIEVEMENT IN HIGH SCHOOL AND CULTIVATING LIFELONG LEARNERS AND LEADERS.</MissionDesc>
      <SignificantNewProgramSrvcInd>false</SignificantNewProgramSrvcInd>
      <SignificantChangeInd>false</SignificantChangeInd>
      <ExpenseAmt>2558090</ExpenseAmt>
      <Desc>THE SCHOOL EDUCATES APPROXIMATELY 169 STUDENTS FROM PRE-SCHOOL THROUGH ELEMENTARY EDUCATION LEVELS.</Desc>
      <TotalProgramServiceExpensesAmt>2558090</TotalProgramServiceExpensesAmt>
      <DescribedInSection501c3Ind referenceDocumentId="RetDoc7">true</DescribedInSection501c3Ind>
      <ScheduleBRequiredInd>false</ScheduleBRequiredInd>
      <PoliticalCampaignActyInd>false</PoliticalCampaignActyInd>
      <LobbyingActivitiesInd>false</LobbyingActivitiesInd>
      <SubjectToProxyTaxInd>false</SubjectToProxyTaxInd>
      <DonorAdvisedFundInd referenceDocumentId="RetDoc4">false</DonorAdvisedFundInd>
      <ConservationEasementsInd referenceDocumentId="RetDoc4">false</ConservationEasementsInd>
      <CollectionsOfArtInd referenceDocumentId="RetDoc4">false</CollectionsOfArtInd>
      <CreditCounselingInd referenceDocumentId="RetDoc4">false</CreditCounselingInd>
      <DonorRstrOrQuasiEndowmentsInd referenceDocumentId="RetDoc4">false</DonorRstrOrQuasiEndowmentsInd>
      <ReportLandBuildingEquipmentInd referenceDocumentId="RetDoc4">true</ReportLandBuildingEquipmentInd>
      <ReportInvestmentsOtherSecInd referenceDocumentId="RetDoc4">false</ReportInvestmentsOtherSecInd>
      <ReportProgramRelatedInvstInd referenceDocumentId="RetDoc4">false</ReportProgramRelatedInvstInd>
      <ReportOtherAssetsInd referenceDocumentId="RetDoc4">false</ReportOtherAssetsInd>
      <ReportOtherLiabilitiesInd referenceDocumentId="RetDoc4">true</ReportOtherLiabilitiesInd>
      <IncludeFIN48FootnoteInd referenceDocumentId="RetDoc4">false</IncludeFIN48FootnoteInd>
      <IndependentAuditFinclStmtInd referenceDocumentId="RetDoc4">false</IndependentAuditFinclStmtInd>
      <ConsolidatedAuditFinclStmtInd referenceDocumentId="RetDoc4">false</ConsolidatedAuditFinclStmtInd>
      <SchoolOperatingInd>false</SchoolOperatingInd>
      <ForeignOfficeInd>false</ForeignOfficeInd>
      <ForeignActivitiesInd>false</ForeignActivitiesInd>
      <MoreThan5000KToOrgInd>false</MoreThan5000KToOrgInd>
      <MoreThan5000KToIndividualsInd>false</MoreThan5000KToIndividualsInd>
      <ProfessionalFundraisingInd referenceDocumentId="RetDoc5">false</ProfessionalFundraisingInd>
      <FundraisingActivitiesInd referenceDocumentId="RetDoc5">true</FundraisingActivitiesInd>
      <GamingActivitiesInd referenceDocumentId="RetDoc5">false</GamingActivitiesInd>
      <OperateHospitalInd>false</OperateHospitalInd>
      <GrantsToOrganizationsInd>false</GrantsToOrganizationsInd>
      <GrantsToIndividualsInd>false</GrantsToIndividualsInd>
      <ScheduleJRequiredInd>false</ScheduleJRequiredInd>
      <TaxExemptBondsInd>false</TaxExemptBondsInd>
      <EngagedInExcessBenefitTransInd>false</EngagedInExcessBenefitTransInd>
      <PYExcessBenefitTransInd>false</PYExcessBenefitTransInd>
      <LoanOutstandingInd>false</LoanOutstandingInd>
      <GrantToRelatedPersonInd>false</GrantToRelatedPersonInd>
      <BusinessRlnWithOrgMemInd>false</BusinessRlnWithOrgMemInd>
      <BusinessRlnWithFamMemInd>false</BusinessRlnWithFamMemInd>
      <BusinessRlnWith35CtrlEntInd>false</BusinessRlnWith35CtrlEntInd>
      <DeductibleNonCashContriInd>false</DeductibleNonCashContriInd>
      <DeductibleArtContributionInd>false</DeductibleArtContributionInd>
      <TerminateOperationsInd>false</TerminateOperationsInd>
      <PartialLiquidationInd>false</PartialLiquidationInd>
      <DisregardedEntityInd>false</DisregardedEntityInd>
      <RelatedEntityInd>false</RelatedEntityInd>
      <RelatedOrganizationCtrlEntInd>false</RelatedOrganizationCtrlEntInd>
      <TrnsfrExmptNonChrtblRltdOrgInd>false</TrnsfrExmptNonChrtblRltdOrgInd>
      <ActivitiesConductedPrtshpInd>false</ActivitiesConductedPrtshpInd>
      <ScheduleORequiredInd>true</ScheduleORequiredInd>
      <IRPDocumentCnt>1</IRPDocumentCnt>
      <IRPDocumentW2GCnt>0</IRPDocumentW2GCnt>
      <BackupWthldComplianceInd>false</BackupWthldComplianceInd>
      <EmployeeCnt>46</EmployeeCnt>
      <EmploymentTaxReturnsFiledInd>true</EmploymentTaxReturnsFiledInd>
      <UnrelatedBusIncmOverLimitInd>false</UnrelatedBusIncmOverLimitInd>
      <ForeignFinancialAccountInd>false</ForeignFinancialAccountInd>
      <ProhibitedTaxShelterTransInd>false</ProhibitedTaxShelterTransInd>
      <TaxablePartyNotificationInd>false</TaxablePartyNotificationInd>
      <NondeductibleContributionsInd>false</NondeductibleContributionsInd>
      <IndoorTanningServicesInd>false</IndoorTanningServicesInd>
      <SubjToTaxRmnrtnExPrchtPymtInd>false</SubjToTaxRmnrtnExPrchtPymtInd>
      <SubjectToExcsTaxNetInvstIncInd>false</SubjectToExcsTaxNetInvstIncInd>
      <InfoInScheduleOPartVIInd>X</InfoInScheduleOPartVIInd>
      <GoverningBodyVotingMembersCnt>14</GoverningBodyVotingMembersCnt>
      <IndependentVotingMemberCnt>14</IndependentVotingMemberCnt>
      <FamilyOrBusinessRlnInd>false</FamilyOrBusinessRlnInd>
      <DelegationOfMgmtDutiesInd>false</DelegationOfMgmtDutiesInd>
      <ChangeToOrgDocumentsInd>false</ChangeToOrgDocumentsInd>
      <MaterialDiversionOrMisuseInd>false</MaterialDiversionOrMisuseInd>
      <MembersOrStockholdersInd>false</MembersOrStockholdersInd>
      <ElectionOfBoardMembersInd>false</ElectionOfBoardMembersInd>
      <DecisionsSubjectToApprovaInd>false</DecisionsSubjectToApprovaInd>
      <MinutesOfGoverningBodyInd>true</MinutesOfGoverningBodyInd>
      <MinutesOfCommitteesInd>true</MinutesOfCommitteesInd>
      <OfficerMailingAddressInd>false</OfficerMailingAddressInd>
      <LocalChaptersInd>false</LocalChaptersInd>
      <Form990ProvidedToGvrnBodyInd>false</Form990ProvidedToGvrnBodyInd>
      <ConflictOfInterestPolicyInd>true</ConflictOfInterestPolicyInd>
      <AnnualDisclosureCoveredPrsnInd>true</AnnualDisclosureCoveredPrsnInd>
      <RegularMonitoringEnfrcInd>true</RegularMonitoringEnfrcInd>
      <WhistleblowerPolicyInd>false</WhistleblowerPolicyInd>
      <DocumentRetentionPolicyInd>false</DocumentRetentionPolicyInd>
      <CompensationProcessCEOInd>true</CompensationProcessCEOInd>
      <CompensationProcessOtherInd>true</CompensationProcessOtherInd>
      <InvestmentInJointVentureInd>false</InvestmentInJointVentureInd>
      <UponRequestInd>X</UponRequestInd>
      <BooksInCareOfDetail>
        <PersonNm>LORI WOOD</PersonNm>
        <PhoneNum>9417647673</PhoneNum>
        <USAddress>
          <AddressLine1Txt>365 ORLANDO BLVD</AddressLine1Txt>
          <AddressLine2Txt>365 ORLANDO BLVD</AddressLine2Txt>
          <CityNm>PORT CHARLOTTE</CityNm>
          <StateAbbreviationCd>FL</StateAbbreviationCd>
          <ZIPCd>33954</ZIPCd>
        </USAddress>
      </BooksInCareOfDetail>
      <NoListedPersonsCompensatedInd>X</NoListedPersonsCompensatedInd>
      <Form990PartVIISectionAGrp>
        <PersonNm>CASEY BECKMAN</PersonNm>
        <TitleTxt>VICE PRESIDE</TitleTxt>
        <IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
        <OfficerInd>X</OfficerInd>
        <ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
        <ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
        <OtherCompensationAmt>0</OtherCompensationAmt>
      </Form990PartVIISectionAGrp>
      <Form990PartVIISectionAGrp>
        <PersonNm>MYRON CARLTON</PersonNm>
        <TitleTxt>TRUSTEE</TitleTxt>
        <IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
        <ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
        <ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
        <OtherCompensationAmt>0</OtherCompensationAmt>
      </Form990PartVIISectionAGrp>
      <Form990PartVIISectionAGrp>
        <PersonNm>MEGHAN GREENBERRG</PersonNm>
        <TitleTxt>TRUSTEE</TitleTxt>
        <IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
        <ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
        <ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
        <OtherCompensationAmt>0</OtherCompensationAmt>
      </Form990PartVIISectionAGrp>
      <Form990PartVIISectionAGrp>
        <PersonNm>MATTHEW JONES</PersonNm>
        <TitleTxt>EXECUTIVE AD</TitleTxt>
        <IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
        <OfficerInd>X</OfficerInd>
        <ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
        <ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
        <OtherCompensationAmt>0</OtherCompensationAmt>
      </Form990PartVIISectionAGrp>
      <Form990PartVIISectionAGrp>
        <PersonNm>MARK KEMENY</PersonNm>
        <TitleTxt>TRUSTEE</TitleTxt>
        <IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
        <ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
        <ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
        <OtherCompensationAmt>0</OtherCompensationAmt>
      </Form990PartVIISectionAGrp>
      <Form990PartVIISectionAGrp>
        <PersonNm>TAMARA MINOSYAN</PersonNm>
        <TitleTxt>TRUSTEE</TitleTxt>
        <IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
        <ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
        <ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
        <OtherCompensationAmt>0</OtherCompensationAmt>
      </Form990PartVIISectionAGrp>
      <Form990PartVIISectionAGrp>
        <PersonNm>NICK NEMEC</PersonNm>
        <TitleTxt>TRUSTEE</TitleTxt>
        <IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
        <ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
        <ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
        <OtherCompensationAmt>0</OtherCompensationAmt>
      </Form990PartVIISectionAGrp>
      <Form990PartVIISectionAGrp>
        <PersonNm>ALEXIS NEVLING</PersonNm>
        <TitleTxt>TRUSTEE</TitleTxt>
        <IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
        <ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
        <ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
        <OtherCompensationAmt>0</OtherCompensationAmt>
      </Form990PartVIISectionAGrp>
      <Form990PartVIISectionAGrp>
        <PersonNm>IVOR PERCENT</PersonNm>
        <TitleTxt>TREASURER</TitleTxt>
        <IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
        <OfficerInd>X</OfficerInd>
        <ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
        <ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
        <OtherCompensationAmt>0</OtherCompensationAmt>
      </Form990PartVIISectionAGrp>
      <Form990PartVIISectionAGrp>
        <PersonNm>CLAY REBOL</PersonNm>
        <TitleTxt>PRESIDENT</TitleTxt>
        <IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
        <OfficerInd>X</OfficerInd>
        <ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
        <ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
        <OtherCompensationAmt>0</OtherCompensationAmt>
      </Form990PartVIISectionAGrp>
      <Form990PartVIISectionAGrp>
        <PersonNm>KIMBERLY SAVASUK</PersonNm>
        <TitleTxt>TRUSTEE</TitleTxt>
        <IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
        <ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
        <ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
        <OtherCompensationAmt>0</OtherCompensationAmt>
      </Form990PartVIISectionAGrp>
      <Form990PartVIISectionAGrp>
        <PersonNm>NICOLE STITZ</PersonNm>
        <TitleTxt>TRUSTEE</TitleTxt>
        <IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
        <ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
        <ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
        <OtherCompensationAmt>0</OtherCompensationAmt>
      </Form990PartVIISectionAGrp>
      <Form990PartVIISectionAGrp>
        <PersonNm>JACKIE THORNBERRY</PersonNm>
        <TitleTxt>TRUSTEE</TitleTxt>
        <IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
        <ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
        <ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
        <OtherCompensationAmt>0</OtherCompensationAmt>
      </Form990PartVIISectionAGrp>
      <Form990PartVIISectionAGrp>
        <PersonNm>CARRIE WARD</PersonNm>
        <TitleTxt>TRUSTEE</TitleTxt>
        <IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
        <ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
        <ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
        <OtherCompensationAmt>0</OtherCompensationAmt>
      </Form990PartVIISectionAGrp>
      <FormerOfcrEmployeesListedInd>false</FormerOfcrEmployeesListedInd>
      <TotalCompGreaterThan150KInd>false</TotalCompGreaterThan150KInd>
      <CompensationFromOtherSrcsInd>false</CompensationFromOtherSrcsInd>
      <AllOtherContributionsAmt>32739</AllOtherContributionsAmt>
      <TotalContributionsAmt>32739</TotalContributionsAmt>
      <ProgramServiceRevenueGrp>
        <Desc>SCHOLARSHIP REVENUE</Desc>
        <TotalRevenueColumnAmt>2001557</TotalRevenueColumnAmt>
        <RelatedOrExemptFuncIncomeAmt>2001557</RelatedOrExemptFuncIncomeAmt>
      </ProgramServiceRevenueGrp>
      <ProgramServiceRevenueGrp>
        <Desc>REGISTRATION AND TUITION</Desc>
        <TotalRevenueColumnAmt>1156114</TotalRevenueColumnAmt>
        <RelatedOrExemptFuncIncomeAmt>1156114</RelatedOrExemptFuncIncomeAmt>
      </ProgramServiceRevenueGrp>
      <ProgramServiceRevenueGrp>
        <Desc>STUDENT ENRICHMENT FEE</Desc>
        <TotalRevenueColumnAmt>48333</TotalRevenueColumnAmt>
        <RelatedOrExemptFuncIncomeAmt>48333</RelatedOrExemptFuncIncomeAmt>
      </ProgramServiceRevenueGrp>
      <ProgramServiceRevenueGrp>
        <Desc>ANCILLARY PROGRAMS</Desc>
        <TotalRevenueColumnAmt>26362</TotalRevenueColumnAmt>
        <RelatedOrExemptFuncIncomeAmt>26362</RelatedOrExemptFuncIncomeAmt>
      </ProgramServiceRevenueGrp>
      <TotalProgramServiceRevenueAmt>3232366</TotalProgramServiceRevenueAmt>
      <InvestmentIncomeGrp>
        <TotalRevenueColumnAmt>30716</TotalRevenueColumnAmt>
        <RelatedOrExemptFuncIncomeAmt>30716</RelatedOrExemptFuncIncomeAmt>
      </InvestmentIncomeGrp>
      <FundraisingGrossIncomeAmt>87825</FundraisingGrossIncomeAmt>
      <FundraisingDirectExpensesAmt>23393</FundraisingDirectExpensesAmt>
      <NetIncmFromFundraisingEvtGrp>
        <TotalRevenueColumnAmt>64432</TotalRevenueColumnAmt>
      </NetIncmFromFundraisingEvtGrp>
      <OtherRevenueMiscGrp>
        <Desc>HURRICANE IAN</Desc>
        <TotalRevenueColumnAmt>3719</TotalRevenueColumnAmt>
        <RelatedOrExemptFuncIncomeAmt>3719</RelatedOrExemptFuncIncomeAmt>
      </OtherRevenueMiscGrp>
      <OtherRevenueMiscGrp>
        <Desc>PICTURE COMMISSION</Desc>
        <TotalRevenueColumnAmt>2691</TotalRevenueColumnAmt>
        <RelatedOrExemptFuncIncomeAmt>2691</RelatedOrExemptFuncIncomeAmt>
      </OtherRevenueMiscGrp>
      <OtherRevenueMiscGrp>
        <Desc>YEARBOOK</Desc>
        <TotalRevenueColumnAmt>-2232</TotalRevenueColumnAmt>
        <RelatedOrExemptFuncIncomeAmt>-2232</RelatedOrExemptFuncIncomeAmt>
      </OtherRevenueMiscGrp>
      <OtherRevenueTotalAmt>4178</OtherRevenueTotalAmt>
      <TotalRevenueGrp>
        <TotalRevenueColumnAmt>3364431</TotalRevenueColumnAmt>
        <RelatedOrExemptFuncIncomeAmt>3267260</RelatedOrExemptFuncIncomeAmt>
      </TotalRevenueGrp>
      <InfoInScheduleOPartIXInd>X</InfoInScheduleOPartIXInd>
      <OtherSalariesAndWagesGrp>
        <TotalAmt>1813441</TotalAmt>
        <ProgramServicesAmt>1541425</ProgramServicesAmt>
        <ManagementAndGeneralAmt>272016</ManagementAndGeneralAmt>
      </OtherSalariesAndWagesGrp>
      <PensionPlanContributionsGrp>
        <TotalAmt>46343</TotalAmt>
        <ProgramServicesAmt>39392</ProgramServicesAmt>
        <ManagementAndGeneralAmt>6951</ManagementAndGeneralAmt>
      </PensionPlanContributionsGrp>
      <OtherEmployeeBenefitsGrp>
        <TotalAmt>144622</TotalAmt>
        <ProgramServicesAmt>144622</ProgramServicesAmt>
      </OtherEmployeeBenefitsGrp>
      <PayrollTaxesGrp>
        <TotalAmt>159315</TotalAmt>
        <ProgramServicesAmt>135418</ProgramServicesAmt>
        <ManagementAndGeneralAmt>23897</ManagementAndGeneralAmt>
      </PayrollTaxesGrp>
      <FeesForServicesAccountingGrp>
        <TotalAmt>4550</TotalAmt>
        <ProgramServicesAmt>3867</ProgramServicesAmt>
        <ManagementAndGeneralAmt>683</ManagementAndGeneralAmt>
      </FeesForServicesAccountingGrp>
      <FeesForServicesOtherGrp>
        <TotalAmt>499140</TotalAmt>
        <ProgramServicesAmt>449149</ProgramServicesAmt>
        <ManagementAndGeneralAmt>49991</ManagementAndGeneralAmt>
      </FeesForServicesOtherGrp>
      <AdvertisingGrp>
        <TotalAmt>8027</TotalAmt>
        <ProgramServicesAmt>4915</ProgramServicesAmt>
        <ManagementAndGeneralAmt>734</ManagementAndGeneralAmt>
        <FundraisingAmt>2378</FundraisingAmt>
      </AdvertisingGrp>
      <OfficeExpensesGrp>
        <TotalAmt>27817</TotalAmt>
        <ProgramServicesAmt>24257</ProgramServicesAmt>
        <ManagementAndGeneralAmt>3560</ManagementAndGeneralAmt>
      </OfficeExpensesGrp>
      <InterestGrp>
        <TotalAmt>35116</TotalAmt>
        <ProgramServicesAmt>30551</ProgramServicesAmt>
        <ManagementAndGeneralAmt>4565</ManagementAndGeneralAmt>
      </InterestGrp>
      <DepreciationDepletionGrp>
        <TotalAmt>150735</TotalAmt>
        <ProgramServicesAmt>143682</ProgramServicesAmt>
        <ManagementAndGeneralAmt>7053</ManagementAndGeneralAmt>
      </DepreciationDepletionGrp>
      <InsuranceGrp>
        <TotalAmt>46910</TotalAmt>
        <ProgramServicesAmt>40812</ProgramServicesAmt>
        <ManagementAndGeneralAmt>6098</ManagementAndGeneralAmt>
      </InsuranceGrp>
      <TotalFunctionalExpensesGrp>
        <TotalAmt>2936016</TotalAmt>
        <ProgramServicesAmt>2558090</ProgramServicesAmt>
        <ManagementAndGeneralAmt>375548</ManagementAndGeneralAmt>
        <FundraisingAmt>2378</FundraisingAmt>
      </TotalFunctionalExpensesGrp>
      <CashNonInterestBearingGrp>
        <BOYAmt>798838</BOYAmt>
        <EOYAmt>998108</EOYAmt>
      </CashNonInterestBearingGrp>
      <SavingsAndTempCashInvstGrp>
        <BOYAmt>1195835</BOYAmt>
        <EOYAmt>1369142</EOYAmt>
      </SavingsAndTempCashInvstGrp>
      <AccountsReceivableGrp>
        <BOYAmt>150199</BOYAmt>
        <EOYAmt>149359</EOYAmt>
      </AccountsReceivableGrp>
      <LandBldgEquipCostOrOtherBssAmt>4548337</LandBldgEquipCostOrOtherBssAmt>
      <LandBldgEquipAccumDeprecAmt>1939699</LandBldgEquipAccumDeprecAmt>
      <LandBldgEquipBasisNetGrp>
        <BOYAmt>1883920</BOYAmt>
        <EOYAmt>2608638</EOYAmt>
      </LandBldgEquipBasisNetGrp>
      <OtherAssetsTotalGrp>
        <BOYAmt>206373</BOYAmt>
        <EOYAmt>206273</EOYAmt>
      </OtherAssetsTotalGrp>
      <TotalAssetsGrp>
        <BOYAmt>4235165</BOYAmt>
        <EOYAmt>5331520</EOYAmt>
      </TotalAssetsGrp>
      <AccountsPayableAccrExpnssGrp>
        <BOYAmt>45602</BOYAmt>
        <EOYAmt>35403</EOYAmt>
      </AccountsPayableAccrExpnssGrp>
      <DeferredRevenueGrp>
        <BOYAmt>568748</BOYAmt>
        <EOYAmt>705897</EOYAmt>
      </DeferredRevenueGrp>
      <OtherLiabilitiesGrp>
        <BOYAmt>662645</BOYAmt>
        <EOYAmt>1159955</EOYAmt>
      </OtherLiabilitiesGrp>
      <TotalLiabilitiesGrp>
        <BOYAmt>1276995</BOYAmt>
        <EOYAmt>1901255</EOYAmt>
      </TotalLiabilitiesGrp>
      <OrganizationFollowsFASB117Ind>X</OrganizationFollowsFASB117Ind>
      <NoDonorRestrictionNetAssetsGrp>
        <BOYAmt>2958170</BOYAmt>
        <EOYAmt>3430265</EOYAmt>
      </NoDonorRestrictionNetAssetsGrp>
      <TotalNetAssetsFundBalanceGrp>
        <BOYAmt>2958170</BOYAmt>
        <EOYAmt>3430265</EOYAmt>
      </TotalNetAssetsFundBalanceGrp>
      <TotLiabNetAssetsFundBalanceGrp>
        <BOYAmt>4235165</BOYAmt>
        <EOYAmt>5331520</EOYAmt>
      </TotLiabNetAssetsFundBalanceGrp>
      <ReconcilationRevenueExpnssAmt>428415</ReconcilationRevenueExpnssAmt>
      <NetUnrlzdGainsLossesInvstAmt>43680</NetUnrlzdGainsLossesInvstAmt>
      <MethodOfAccountingOtherInd methodOfAccountingOtherDesc="HYBRID">X</MethodOfAccountingOtherInd>
      <AccountantCompileOrReviewInd>false</AccountantCompileOrReviewInd>
      <FSAuditedInd>false</FSAuditedInd>
    </IRS990>
    <IRS990ScheduleA documentId="RetDoc7">
      <SchoolInd>X</SchoolInd>
    </IRS990ScheduleA>
    <IRS990ScheduleD documentId="RetDoc4">
      <LandGrp>
        <OtherCostOrOtherBasisAmt>198598</OtherCostOrOtherBasisAmt>
        <BookValueAmt>198598</BookValueAmt>
      </LandGrp>
      <BuildingsGrp>
        <OtherCostOrOtherBasisAmt>2138798</OtherCostOrOtherBasisAmt>
        <DepreciationAmt>1155071</DepreciationAmt>
        <BookValueAmt>983727</BookValueAmt>
      </BuildingsGrp>
      <LeaseholdImprovementsGrp>
        <OtherCostOrOtherBasisAmt>111789</OtherCostOrOtherBasisAmt>
        <DepreciationAmt>76390</DepreciationAmt>
        <BookValueAmt>35399</BookValueAmt>
      </LeaseholdImprovementsGrp>
      <EquipmentGrp>
        <OtherCostOrOtherBasisAmt>236413</OtherCostOrOtherBasisAmt>
        <DepreciationAmt>222877</DepreciationAmt>
        <BookValueAmt>13536</BookValueAmt>
      </EquipmentGrp>
      <OtherLandBuildingsGrp>
        <OtherCostOrOtherBasisAmt>1862739</OtherCostOrOtherBasisAmt>
        <DepreciationAmt>485361</DepreciationAmt>
        <BookValueAmt>1377378</BookValueAmt>
      </OtherLandBuildingsGrp>
      <TotalBookValueLandBuildingsAmt>2608638</TotalBookValueLandBuildingsAmt>
      <OtherLiabilitiesOrgGrp>
        <Desc>EQUITY LINE OF CREDIT</Desc>
        <Amt>600000</Amt>
      </OtherLiabilitiesOrgGrp>
      <OtherLiabilitiesOrgGrp>
        <Desc>MORTGAGE ON BUILDING</Desc>
        <Amt>559955</Amt>
      </OtherLiabilitiesOrgGrp>
      <TotalLiabilityAmt>1159955</TotalLiabilityAmt>
    </IRS990ScheduleD>
    <IRS990ScheduleG documentId="RetDoc5">
      <FundraisingEventInformationGrp>
        <Event1Nm>ANNUAL EVENT</Event1Nm>
        <GrossReceiptsEvent1Amt>87825</GrossReceiptsEvent1Amt>
        <GrossRevenueEvent1Amt>87825</GrossRevenueEvent1Amt>
        <OtherDirectExpensesEvent1Amt>23393</OtherDirectExpensesEvent1Amt>
        <GrossReceiptsTotalAmt>87825</GrossReceiptsTotalAmt>
        <GrossRevenueTotalEventsAmt>87825</GrossRevenueTotalEventsAmt>
        <OthDirectExpnssTotalEventsAmt>23393</OthDirectExpnssTotalEventsAmt>
        <DirectExpenseSummaryEventsAmt>23393</DirectExpenseSummaryEventsAmt>
        <NetIncomeSummaryAmt>64432</NetIncomeSummaryAmt>
      </FundraisingEventInformationGrp>
    </IRS990ScheduleG>
    <IRS990ScheduleO documentId="RetDoc6">
      <SupplementalInformationDetail>
        <FormAndLineReferenceDesc>FORM 990 - ORGANIZATION'S MISSION</FormAndLineReferenceDesc>
        <ExplanationTxt>CHARLOTTE ACADEMY IS A PRIVATE, NON-SECTARIAN SCHOOL FOR STUDENTS IN PRE-K THROUGH 8TH GRADE. CHARLOTTE ACADEMY BEGINS WITH AN ENRICHING MONTESSORI PROGRAM AND TRANSITIONS INTO A CHALLENGING ACADEMIC CURRICULUM. ITS NURTURING ENVIRONMENT TEACHES RESPECT FOR SELF AND OTHERS; PAVING THE WAY FOR EXCEPTIONAL ACHIEVEMENT IN HIGH SCHOOL AND CULTIVATING LIFELONG LEARNERS AND LEADERS.</ExplanationTxt>
      </SupplementalInformationDetail>
      <SupplementalInformationDetail>
        <FormAndLineReferenceDesc>FORM 990, PAGE 6, PART VI, LINE 11B</FormAndLineReferenceDesc>
        <ExplanationTxt>FORM 990 IS GIVEN TO THE EXECUTIVE OFFICER, WHO REVIEWS IT WITH THE BOARD OF TRUSTEES.</ExplanationTxt>
      </SupplementalInformationDetail>
      <SupplementalInformationDetail>
        <FormAndLineReferenceDesc>FORM 990, PAGE 6, PART VI, LINE 12C</FormAndLineReferenceDesc>
        <ExplanationTxt>DIRECTORS &amp; TRUSTEES HAVE AN ANNUAL RETREAT WHERE THE POLICY AND PROCEDURE COMPLIANCE IS REVIEWED.</ExplanationTxt>
      </SupplementalInformationDetail>
      <SupplementalInformationDetail>
        <FormAndLineReferenceDesc>FORM 990, PAGE 6, PART VI, LINE 15A</FormAndLineReferenceDesc>
        <ExplanationTxt>BY THE BOARD OF TRUSTEES AND INDEPENDENT BODY RECOMMENDATIONS.</ExplanationTxt>
      </SupplementalInformationDetail>
      <SupplementalInformationDetail>
        <FormAndLineReferenceDesc>FORM 990, PAGE 6, PART VI, LINE 15B</FormAndLineReferenceDesc>
        <ExplanationTxt>BY THE BOARD OF TRUSTEES AND INDEPENDENT BODY RECOMMENDATIONS.</ExplanationTxt>
      </SupplementalInformationDetail>
      <SupplementalInformationDetail>
        <FormAndLineReferenceDesc>FORM 990, PAGE 6, PART VI, LINE 19</FormAndLineReferenceDesc>
        <ExplanationTxt>GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.</ExplanationTxt>
      </SupplementalInformationDetail>
      <SupplementalInformationDetail>
        <FormAndLineReferenceDesc>FORM 990, PART IX, LINE 11G</FormAndLineReferenceDesc>
        <ExplanationTxt>UTILITIES 37,380 6,596 0 BANK SERVICE CHARGES 42 0 0 CONTRACT PERSONNEL SERVICES 1,031 0 0 CONTRACT FACILITY SERVICES 77,025 13,593 0 FACILITY MAINTENANCE 97,442 17,196 0 CLASSROOM SUPPLIES 120,428 0 0 DUES &amp; SUBSCRIPTIONS 1,098 0 0 LICENSES &amp; PERMITS 353 0 0 STAFF RECRUITING 1,336 70 0 PROFESSIONAL DEVELOPMENT 3,240 484 0 TECHNOLOGY 30,111 5,314 0 TAXES 2,691 475 0 RENWEB FEE 4,119 727 0 PAYROLL SERVICE 31,372 5,536 0 TRANSPORTATION 2,026 0 0 RTI 8,880 0 0 FACTS TUITION ENROLLMENT FEES 13,277 0 0 GRADUATION 5,017 0 0 ALUMNI SCHOLARSHIP RECIPIENT 9,750 0 0 IMPROVEMENTS 2,531 0 0 TOTAL 449,149 49,991 0</ExplanationTxt>
      </SupplementalInformationDetail>
    </IRS990ScheduleO>
  </ReturnData>
</Return>