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New loan acquisition: True North Classical Academy

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New Loan Acquisition: Rhode Island Nurses Institute Middle College Charter High School

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New Loan Acquisition: Washington Yu Ying Public Charter School (DC)

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New Loan Acquisition - Itineris Early College High School (UT)

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New Loan Acquisition: Odyssey Charter School (DE)

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New Loan Acquisition: Yu Ming (CA)

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New Loan Acquisition: DREAM (NY)

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2023 Appendix A

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Notice of potential financing

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New Loan Acquisition: Heritage Community Charter School (ID)

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New Loan Acquisition for Friendship Aspire (AR)

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New loan acquisition for Paul Robeson Charter School for the Humanities, Trenton, NJ

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New Loan Acquisition Summary

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New Loan Acquisition - Houston Classical Academy (TX)

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Summary of ESRF Portfolio at 12/31/2022

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Equitable School Revolving Fund FY202 Annual Report

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New loan origination for Valor Public Schools, Texas

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New Loan for Great Oaks Legacy Charter School (NJ)

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New Loan Acquisition: Etoile (TX)

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New Loan Acquisition: Elevate Academy (Idaho)

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New Loan Acquisition for Blackstone Valley Prep (RI)

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New Loan Acquisition for Beatrice Mayes Institute (TX)

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New Loan Acquisition: eStem (AR)

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New Loan Acquisition: Memphis School of Excellence (TN)

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Voluntary Disclosure for new loan acquisition for Valor Collegiate Academies (TN)

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Voluntary Disclosure: New Loan Acquisition for Compass Rose (TX)

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New loan acquisition: Friere Charter School Wilmington (DE)

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Voluntary Disclosure for Partnerships to Uplift Communities Valley (CA)

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Equitable School Revolving Fund Annual Report for FYE 12/31/21

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Voluntary Disclosure: Revised Freedom Prep Academy Obligor Summary

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New Loan Acquisition - KIPP Northern California

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New Loan Acquisition - KIPP Jacksonville (FL)

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New Loan Acquisition - Tulsa Honor Academy

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New Loan Acquisition for Mission Achievement and Success (NM)

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New Loan Acquisition: Western Academy (FL)

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Voluntary Disclosure for new loan acquisition: Palm Beach School for Autism (FL)

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New loan origination for KIPP Jacksonville (FL)

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New loan origination for Fortune School of Education

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New loan acquisition for LISA Academy, Arkansas

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New loan origination for Memphis Rise Academy (TN)

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ESRF Bond Investor Briefing: Thursday, July 8, 2021 at 3:00 ET

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New Loan Acquisition: Paramount School of Excellence (Indiana)

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New Loan Acquisition_KIPP Northern California

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New Loan Acquisition: Impact Public Schools (Washington)

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New Loan Acquisition - Equitas Academy Charter Schools, California

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New loan acquisition for Alma del Mar Charter School, Massachusetts
DateNameCategorySummary
January 30, 2024 Voluntary Disclosure_True North (FL) Obligor SummariesNew loan acquisition: True North Classical Academy
January 19, 2024 Voluntary Disclosure: Rhode Island Nurses Institute Middle College Charter High School Obligor SummariesNew Loan Acquisition: Rhode Island Nurses Institute Middle College Charter High School
December 28, 2023 Voluntary Disclosure_Washington Yu Ying(DC) Obligor SummariesNew Loan Acquisition: Washington Yu Ying Public Charter School (DC)
December 20, 2023 Voluntary Disclsoure_Itineris Early College HS (UT) Obligor SummariesNew Loan Acquisition - Itineris Early College High School (UT)
December 19, 2023 Voluntary Disclosure_Odyssey(DE) Obligor SummariesNew Loan Acquisition: Odyssey Charter School (DE)
December 19, 2023 Voluntary Disclosure_Yu Ming (CA) Obligor SummariesNew Loan Acquisition: Yu Ming (CA)
December 8, 2023 Voluntary Disclosure DREAM (NY).docx Obligor SummariesNew Loan Acquisition: DREAM (NY)
December 6, 2023 National Charter School Revolving Loan Fund Revenue Bonds, Series 2023A - Social Bonds Official Statements
November 17, 2023 Charter School Bond Default Study - Through Year End 2022 Year in Review
November 1, 2023 Appendix A_2023.11.1 Loan Information2023 Appendix A
October 10, 2023 Voluntary Disclosure Notice of Potential ESRF Financing Other ReportsNotice of potential financing
September 22, 2023 Voluntary Disclosure_Heritage Community Charter School (ID) Obligor SummariesNew Loan Acquisition: Heritage Community Charter School (ID)
September 15, 2023 Voluntary Disclosure_Friendship Aspire Obligor SummariesNew Loan Acquisition for Friendship Aspire (AR)
September 15, 2023 Voluntary Disclosure_Paul Robeson (NJ) Obligor SummariesNew loan acquisition for Paul Robeson Charter School for the Humanities, Trenton, NJ
August 17, 2023 Voluntary Disclosure Amigos Por Vida (TX) Obligor SummariesNew Loan Acquisition Summary
July 20, 2023 Voluntary Disclosure_Houston Classical(TX) Obligor SummariesNew Loan Acquisition - Houston Classical Academy (TX)
July 13, 2023 Voluntary Disclsoure_ESRF Portfolio Summary at FYE22 OtherSummary of ESRF Portfolio at 12/31/2022
June 27, 2023 ESRF FY2022 Annual Report Annual Comprehensive Financial ReportsEquitable School Revolving Fund FY202 Annual Report
May 25, 2023 Voluntary Disclosure_Valor(TX)_2023.05.25 Obligor SummariesNew loan origination for Valor Public Schools, Texas
March 2, 2023 Voluntary Disclosure_Great Oaks Legacy (NJ) Obligor SummariesNew Loan for Great Oaks Legacy Charter School (NJ)
December 7, 2022 Voluntary Disclosure_Etoile (TX) Obligor SummariesNew Loan Acquisition: Etoile (TX)
November 9, 2022 Voluntary Disclosure_Elevate(ID) Obligor SummariesNew Loan Acquisition: Elevate Academy (Idaho)
October 26, 2022 Voluntary Disclosure_Blackstone Valley Prep (RI)_2022.10.28 Obligor SummariesNew Loan Acquisition for Blackstone Valley Prep (RI)
September 23, 2022 Voluntary Disclosure_BeatriceMayesInstitute(TX) Obligor SummariesNew Loan Acquisition for Beatrice Mayes Institute (TX)
September 16, 2022 Voluntary Disclosure _eSTEM_(AR)_2022.9.20 Obligor SummariesNew Loan Acquisition: eStem (AR)
September 16, 2022 Voluntary Disclosure_Memphis School of Excellence(TN).2022.9.20 Obligor SummariesNew Loan Acquisition: Memphis School of Excellence (TN)
September 2, 2022 Voluntary Disclosure_ Valor (TN) Obligor SummariesVoluntary Disclosure for new loan acquisition for Valor Collegiate Academies (TN)
September 2, 2022 Voluntary Disclosure_Compass Rose (TX) Obligor SummariesVoluntary Disclosure: New Loan Acquisition for Compass Rose (TX)
September 2, 2022 Voluntary Disclosure_Friere Wilmington (DE) Obligor SummariesNew loan acquisition: Friere Charter School Wilmington (DE)
August 31, 2022 Voluntary Disclosure_PUC (CA) Obligor SummariesVoluntary Disclosure for Partnerships to Uplift Communities Valley (CA)
August 16, 2022 2022 Appendix A - Portfolio Table Loan Information
August 16, 2022 National Charter School Revolving Loan Fund Revenue Bonds, Series 2022AB - Social Bonds Official Statements
June 24, 2022 ESRF Annual Report FY2021 Annual Comprehensive Financial ReportsEquitable School Revolving Fund Annual Report for FYE 12/31/21
June 24, 2022 Revised_VoluntaryDisclosure_FreedomPrepAcademy (TN) Obligor SummariesVoluntary Disclosure: Revised Freedom Prep Academy Obligor Summary
June 1, 2022 Voluntary Discloure _KIPP Northern California (2022) Obligor SummariesNew Loan Acquisition - KIPP Northern California
May 27, 2022 Voluntary Disclosure_KIPP Jacksonville_FINAL Obligor SummariesNew Loan Acquisition - KIPP Jacksonville (FL)
February 16, 2022 Tulsa Honor Academy Obligor Summary Obligor SummariesNew Loan Acquisition - Tulsa Honor Academy
February 15, 2022 Charter School Bond Sector: 2020 Year in Review Year in Review
January 28, 2022 Mission Achievement and Success Obligor Summary Obligor SummariesNew Loan Acquisition for Mission Achievement and Success (NM)
December 30, 2021 Western Academy Obligor Summary Obligor SummariesNew Loan Acquisition: Western Academy (FL)
November 5, 2021 Palm Beach School for Autism Obligor Summary Obligor SummariesVoluntary Disclosure for new loan acquisition: Palm Beach School for Autism (FL)
October 15, 2021 KIPP Jacksonville Obligor Summary Obligor SummariesNew loan origination for KIPP Jacksonville (FL)
October 14, 2021 Fortune School of Education Obligor Summary Obligor SummariesNew loan origination for Fortune School of Education
October 6, 2021 National Charter School Revolving Loan Fund Revenue Bonds, Series 2021AB Official Statements
October 5, 2021 Ratings Direct for KIPP Jacksonville Ratings Direct
September 23, 2021 ESRF General Summary (2021) ESRF General Information
September 23, 2021 Series 2021 ABCD Debt Service Coverage & Default Tolerance Tables Other
September 14, 2021 2021 Appendix A - Portfolio Table & Borrower Metrics Loan Information
September 14, 2021 Ratings Direct for Equitable School Revolving Fund Ratings Direct
September 10, 2021 Kestrel Verifiers - 2021 Social Bond Opinion Other
September 7, 2021 Ratings Direct for Mission Achievement and Success Charter School Ratings Direct
August 2, 2021 LISA Academy Obligor Summary Obligor SummariesNew loan acquisition for LISA Academy, Arkansas
August 2, 2021 Ratings Direct for Palm Beach School for Autism Ratings Direct
July 9, 2021 Memphis Rise Academy Obligor Summary Obligor SummariesNew loan origination for Memphis Rise Academy (TN)
July 8, 2021 ESRF Bond Investor Briefing Presentations
June 24, 2021 Invitation: ESRF Bond Investor Briefing PresentationsESRF Bond Investor Briefing: Thursday, July 8, 2021 at 3:00 ET
June 24, 2021 Paramount School of Excellence Obligor Summary Obligor SummariesNew Loan Acquisition: Paramount School of Excellence (Indiana)
May 20, 2021 Ratings Direct for Memphis Rise Academy Ratings Direct
April 29, 2021 Ratings Direct for KIPP Public Schools Northern California Ratings Direct
April 28, 2021 KIPP Public Schools Northern California Obligor Summary Obligor SummariesNew Loan Acquisition_KIPP Northern California
April 28, 2021 Ratings Direct for LISA Academy Ratings Direct
April 27, 2021 Ratings Direct for Paramount School of Excellence Ratings Direct
April 16, 2021 Great Oaks Legacy Charter School Obligor Summary Obligor Summaries
March 19, 2021 Impact Public Schools Obligor Summary Obligor SummariesNew Loan Acquisition: Impact Public Schools (Washington)
March 11, 2021 Ratings Direct for Great Oaks Legacy Charter School Ratings Direct
March 9, 2021 Blackstone Valley Prep Obligor Summary Obligor Summaries
March 5, 2021 Austin Achieve Public Schools Obligor Summary Obligor Summaries
January 22, 2021 Ratings Direct for Austin Achieve Public Schools Ratings Direct
December 22, 2020 Equitas Academy Obligor Summary Obligor SummariesNew Loan Acquisition - Equitas Academy Charter Schools, California
December 14, 2020 Ratings Direct for Equitas Academy Ratings Direct
December 4, 2020 KIPP Albany Obligor Summary Obligor Summaries
November 23, 2020 Charter School Bond Sector: 2019 Year in Review Year in Review
November 20, 2020 Ratings Direct for KIPP Albany Ratings Direct
October 30, 2020 IDEA Innovation Obligor Summary Obligor Summaries
October 6, 2020 Alma del Mar Loan Obligar Summary Obligor SummariesNew loan acquisition for Alma del Mar Charter School, Massachusetts
October 2, 2020 Ratings Direct for IDEA Innovation Ratings Direct
October 1, 2020 Ratings Direct for Alma del Mar Charter School Ratings Direct
October 1, 2020 Ratings Direct for Blackstone Valley Prep Ratings Direct
September 4, 2020 Ratings Direct for Dayspring Academy for Education and Arts Ratings Direct
August 21, 2020 National Charter School Revolving Loan Fund Revenue Bonds, Series 2020AB Official Statements
July 31, 2020 Public Preparatory Charter School Academies Obligor Summary Obligor Summaries
July 30, 2020 ESRF General Summary (2020) ESRF General Information
July 28, 2020 2020 Appendix A - Portfolio Table & Borrower Metrics Loan Information
July 24, 2020 Dayspring Academy Obligor Summary Obligor Summaries
July 24, 2020 Kestrel Verifiers - 2020 Social Bond Opinion Other
July 23, 2020 Sarasota School of Arts and Sciences Obligor Summary Obligor Summaries
July 16, 2020 Ratings Direct for Public Preparatory Charter School Academies Ratings Direct
July 9, 2020 Brookside Charter School Obligor Summary Obligor Summaries
July 1, 2020 Arizona School For The Arts Obligor Summary Obligor Summaries
June 29, 2020 KIPP Nashville Obligor Summary Obligor Summaries
June 12, 2020 Ratings Direct for Equitable School Revolving Fund Ratings Direct
June 1, 2020 Scuola Vita Nuova Obligor Summary Obligor Summaries
May 19, 2020 Ratings Direct for Sarasota School of Arts Sciences Ratings Direct
May 15, 2020 Not Your Ordinary School Obligor Summary Obligor Summaries
April 10, 2020 Ratings Direct for Brookside Charter School Ratings Direct
April 10, 2020 Ratings Direct for KIPP Nashville Ratings Direct
April 7, 2020 Ratings Direct for Not Your Ordinary School Ratings Direct
March 31, 2020 Renaissance Arts Academy Obligor Summary Obligor Summaries
March 30, 2020 Ratings Direct for Scuola Vita Nuova Ratings Direct
March 19, 2020 TEAM KIPP New Jersey Obligor Summary Obligor Summaries
March 6, 2020 Caliber Public Schools ChangeMakers Academy Obligor Summary Obligor Summaries
December 11, 2019 Ratings Direct for Caliber Public Schools Ratings Direct
November 11, 2019 Ratings Direct for Itineris Early College High School Ratings Direct
October 23, 2019 Itineris Early College High School Obligor Summary Obligor Summaries
September 18, 2019 Ratings Direct for KIPP New Jersey Ratings Direct
August 28, 2019 National Charter School Revolving Loan Fund Revenue Bonds, Series 2019AB Official Statements
July 31, 2019 2019 Appendix B - Obligor Summary Loan Information
July 29, 2019 Ratings Direct for Equitable School Revolving Fund Ratings Direct
July 25, 2019 2019 Appendix A - Portfolio Table & Borrower Metrics Loan Information
July 25, 2019 Alliance for College-Ready Public Schools Obligor Summary Obligor Summaries
July 25, 2019 Arizona School For The Arts Obligor Summary Obligor Summaries
July 25, 2019 Arlington Classics Academy Obligor Summary Obligor Summaries
July 25, 2019 Blackstone Valley Prep Obligor Summary Obligor Summaries
July 25, 2019 Choices in Learning Obligor Summary Obligor Summaries
July 25, 2019 James Irwin Obligor Summary Obligor Summaries
July 25, 2019 KIPP Bay Area Schools Obligor Summary Obligor Summaries
July 25, 2019 KIPP Nashville Obligor Summary Obligor Summaries
July 25, 2019 Rocketship United Academy Obligor Summary Obligor Summaries
July 25, 2019 Soulsville Obligor Summary Obligor Summaries
July 25, 2019 Village Tech Obligor Summary Obligor Summaries
July 17, 2019 Ratings Direct for Alliance for College Ready Public Schools Ratings Direct
June 26, 2019 Charter School Bond Sector: 2018 Year in Review Year in Review
June 26, 2019 Ratings Direct for Arizona School for the Arts Ratings Direct
June 26, 2019 Ratings Direct for Blackstone Valley Prep Ratings Direct
June 26, 2019 Ratings Direct for KIPP Nashville Ratings Direct
June 26, 2019 Ratings Direct for Village Tech School Ratings Direct
June 14, 2019 Ratings Direct for James Irwin Charter Schools Ratings Direct
June 7, 2019 Ratings Direct for Choices in learning Ratings Direct
June 22, 2018 Ratings Direct for Arlington Classics Academy Ratings Direct