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