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ROBERT CHARLES FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
ROBERT CHARLES FOUNDATION INC (EIN 20-2042917)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-04-12
IRS object ID
201431029349100303
Schema version
2012v2.1
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)
Timestamp2014-04-12T13:15:10-05:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN390974031EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1WEGNER CPAS LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12110 LUANN LNAddressLine1
CityMADISONCity
StateWIState
ZIP Code537133074ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN202042917EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ROBERT CHARLES FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlROBENameControl
Phone6086694950Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 647AddressLine1
CitySUN PRAIRIECity
StateWIState
ZIP Code535900647ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSCOTT HAUMERSENName
TitlePRESIDENTTitle
Phone6086694950Phone
Date Signed2014-03-26DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSCOTT HAUMERSEN CPAName
PTINP00084908PTIN
Phone6082744020Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY19179FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss14604ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss142InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm142InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses14746TotalRevenueAndExpenses
Total Net Investment Income142TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss250AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps250AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss3TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss253TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps250TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss26250ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps26250ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss26503TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps26500TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-11757ExcessOfRevenueOverExpenses
Net Investment Income142NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY5766CashBOY
Cash EOY5156CashEOY
Cash EOYFMV5156CashEOYFMV
Savings And Temp Cash Invst BOY25170SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY14023SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV14023SavingsAndTempCashInvstEOYFMV
Total Assets BOY30936TotalAssetsBOY
Total Assets EOY19179TotalAssetsEOY
Total Assets EOYFMV19179TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY30936UnrestrictedBOY
Unrestricted EOY19179UnrestrictedEOY
Total Net Assets BOY30936TotalNetAssetsBOY
Total Net Assets EOY19179TotalNetAssetsEOY
Total Liabilities Net Assets BOY30936TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY19179TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY30936TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-11757ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal19179Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY19179TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year117397QualifyingDistributionsYear1
Noncharitable Assets Year136613NoncharitableAssetsYear1
Distribution Ratio Year10.475159DistributionRatioYear1
Qualifying Distributions Year2403QualifyingDistributionsYear2
Noncharitable Assets Year238318NoncharitableAssetsYear2
Distribution Ratio Year20.010517DistributionRatioYear2
Qualifying Distributions Year32497QualifyingDistributionsYear3
Noncharitable Assets Year334078NoncharitableAssetsYear3
Distribution Ratio Year30.073273DistributionRatioYear3
Qualifying Distributions Year44509QualifyingDistributionsYear4
Noncharitable Assets Year428953NoncharitableAssetsYear4
Distribution Ratio Year40.155735DistributionRatioYear4
Qualifying Distributions Year53023QualifyingDistributionsYear5
Noncharitable Assets Year526266NoncharitableAssetsYear5
Distribution Ratio Year50.115092DistributionRatioYear5
Total Distribution Ratio0.829776TotalDistributionRatio
Average Distribution Ratio0.165955AverageDistributionRatio
Net Noncharitable Assets25164NetNoncharitableAssets
Adjusted Noncharitable Assets4176AdjustedNoncharitableAssets
One Percent Net Investment Income1OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One4177AdjNonchrtblAssetsAndOnePct
Qualifying Distributions26500QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax1InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal1Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income1TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due1TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e0RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithWIStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors1NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1SCOTT HAUMERSENBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number6086694950BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line12110 LUANN LNAddressLine1
CityMADISONCity
StateWIState
ZIP Code537133074ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
SCOTT HAUMERSEN
PO BOX 647SUN PRAIRIEWI535900647PRESIDENT1.00000
AMY SMITH
PO BOX 647SUN PRAIRIEWI535900647VICE PRESIDENT1.00000
CAROLYN HAUMERSEN
PO BOX 647SUN PRAIRIEWI535900647SECRETARY1.00000
HOLLY KELLER
PO BOX 647SUN PRAIRIEWI535900647TREASURER1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1THE ROBERT CHARLES FOUNDATION PROVIDED GRANTS TO FOUR PUBLIC CHARITIES DURING THE YEAR. GRANT FUNDS WERE USED TO SPONSOR YOUTH ATTENDING THE LIFEST CHRISTIAN MUSIC FESTIVAL.Description1
Expenses126250Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances25547AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets25547TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets25547AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable383CashDeemedCharitable
Net Noncharitable Assets25164NetNoncharitableAssets
Minimum Investment Return1258MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return1258MinimumInvestmentReturn
Tax Based On Investment Income1TaxBasedOnInvestmentIncome
Total Tax1TotalTax
Distributable Amount Before Adj1257DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded1257DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted1257DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions26500ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions26500QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm1OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions26499AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted1257DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year51769ExcessDistriCarryoverYear5
Excess Distri Carryover Year43075ExcessDistriCarryoverYear4
Excess Distri Carryover Year3811ExcessDistriCarryoverYear3
Excess Distri Carryover Year115572ExcessDistriCarryoverYear1
Total Excess Distri Carryover21227TotalExcessDistriCarryover
Qualifying Distributions26500QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year1257AppliedToCurrentYear
Remaining Distri From Corpus25243RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus46470TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year51769ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year44701ExcessDistriCyovToNextYear
Excess From Year43075ExcessFromYear4
Excess From Year3811ExcessFromYear3
Excess From Year115572ExcessFromYear1
Excess From Current Year25243ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameSCOTT HAUMERSENRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 647AddressLine1
CitySUN PRAIRIECity
StateWIState
ZIP Code535900647ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number6086694950RecipientPhoneNumber
Form And Info And MaterialsTHE APPLICATION SHOULD INCLUDE FOUR COPIES OF THE GRANT APPLICATION ALONG WITH A COPY OF THE ORGANIZATION'S IRS DETERMINATION LETTER.FormAndInfoAndMaterials
Submission DeadlinesJUNE 30TH OF EACH CALENDAR YEARSubmissionDeadlines
Restrictions On AwardsAPPLICANTS MUST BE TAX-EXEMPT PUBLIC CHARITABLE ORGANIZATIONS. THERE MUST BE AN ELEMENT OF FAITH OR SPIRITUALITY TO THE TREATMENT OR INTERVENTION SERVICE.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
BOYS AND GIRLS CLUB OF DANE COUNTY INC
2001 TAFT STMADISONWI537131909N/APUBLIC CHARITYSPONSORSHIP FOR YOUTH ATTENDING THE LIFEST CHRISTIAN MUSIC FESTIVAL$9,250
LIFE PROMOTIONS INC
4 SYSTEMS DR STE CAPPLETONWI549146402N/APUBLIC CHARITYSPONSORSHIP FOR YOUTH ATTENDING THE LIFEST CHRISTIAN MUSIC FESTIVAL$8,000
MADISON ROTARY FOUNDATION
22 N CARROLL ST STE 202MADISONWI537032797N/APUBLIC CHARITYSPONSORSHIP FOR YOUTH ATTENDING THE LIFEST CHRISTIAN MUSIC FESTIVAL$4,000
THE NEHEMIAH COMMUNITY DEVELOPMENT CORPORATION
655 W BADGER RDMADISONWI537132013N/APUBLIC CHARITYSPONSORSHIP FOR YOUTH ATTENDING THE LIFEST CHRISTIAN MUSIC FESTIVAL$5,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year26250TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$142ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$142ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA142TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualSCOTT HAUMERSENContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line12110 LUANN LNAddressLine1
CityMADISONCity
StateWIState
ZIP Code537133074ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions10000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$250Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps250DisbursementsCharitablePrps

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameSCOTT HAUMERSENPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line12110 LUANN LNAddressLine1
CityMADISONCity
StateWIState
ZIP Code537133074ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryEXCISE TAXES ON INVESTMENT INCOMECategory
Amount$3Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps