FURP.ORG / PUBLIC DATA EXPLORER

ROBERT CHARLES FOUNDATION INC: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
ROBERT CHARLES FOUNDATION INC (EIN 20-2042917)
Tax period
2010-07-01 to 2011-06-30
Filed
2012-05-15
IRS object ID
201221369349100027
Schema version
2010v3.4
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)
Timestamp2012-05-15T08:59:58-05:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

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 Date2010-07-01TaxPeriodBeginDate

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 Signed2012-05-14DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSCOTT HAUMERSEN CPAName
Phone6082744020Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY42446FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss6525ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss421InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm421InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses6946TotalRevenueAndExpenses
Total Net Investment Income421TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Taxes Rev And Expnss18TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps18TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss385OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps385OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss403TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps403TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss0ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps0ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss403TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps403TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses6543ExcessOfRevenueOverExpenses
Net Investment Income421NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY3603CashBOY
Cash EOY12556CashEOY
Cash EOYFMV12556CashEOYFMV
Savings And Temp Cash Invst BOY32300SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY29890SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV29890SavingsAndTempCashInvstEOYFMV
Total Assets BOY35903TotalAssetsBOY
Total Assets EOY42446TotalAssetsEOY
Total Assets EOYFMV42446TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY35903RetainedEarningsBOY
Retained Earnings EOY42446RetainedEarningsEOY
Total Net Assets BOY35903TotalNetAssetsBOY
Total Net Assets EOY42446TotalNetAssetsEOY
Total Liabilities Net Assets BOY35903TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY42446TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY35903TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses6543ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal42446Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY42446TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year12497QualifyingDistributionsYear1
Noncharitable Assets Year134078NoncharitableAssetsYear1
Distribution Ratio Year10.073273DistributionRatioYear1
Qualifying Distributions Year24509QualifyingDistributionsYear2
Noncharitable Assets Year228953NoncharitableAssetsYear2
Distribution Ratio Year20.155735DistributionRatioYear2
Qualifying Distributions Year33023QualifyingDistributionsYear3
Noncharitable Assets Year326266NoncharitableAssetsYear3
Distribution Ratio Year30.115092DistributionRatioYear3
Qualifying Distributions Year42360QualifyingDistributionsYear4
Noncharitable Assets Year420014NoncharitableAssetsYear4
Distribution Ratio Year40.117917DistributionRatioYear4
Total Distribution Ratio0.462017TotalDistributionRatio
Average Distribution Ratio0.115504AverageDistributionRatio
Net Noncharitable Assets38318NetNoncharitableAssets
Adjusted Noncharitable Assets4426AdjustedNoncharitableAssets
One Percent Net Investment Income4OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One4430AdjNonchrtblAssetsAndOnePct
Qualifying Distributions403QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax8InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal8Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income8TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due8TaxDue

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 Line1PO BOX 647AddressLine1
CitySUN PRAIRIECity
StateWIState
ZIP Code535900647ZIPCode
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)
Description1NONEDescription1
Expenses10Expenses1

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 Balances38902AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets38902TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets38902AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable584CashDeemedCharitable
Net Noncharitable Assets38318NetNoncharitableAssets
Minimum Investment Return1916MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return1916MinimumInvestmentReturn
Tax Based On Investment Income8TaxBasedOnInvestmentIncome
Total Tax8TotalTax
Distributable Amount Before Adj1908DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded1908DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted1908DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions403ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions403QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions403AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted1908DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year41372ExcessDistriCarryoverYear4
Excess Distri Carryover Year31902ExcessDistriCarryoverYear3
Excess Distri Carryover Year23075ExcessDistriCarryoverYear2
Excess Distri Carryover Year1811ExcessDistriCarryoverYear1
Total Excess Distri Carryover7160TotalExcessDistriCarryover
Qualifying Distributions403QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year403AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus1505ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY1505ExcessDistriCyovAppliedCY
Total Corpus5655TotalCorpus
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 Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year5655ExcessDistriCyovToNextYear
Excess From Year31769ExcessFromYear3
Excess From Year23075ExcessFromYear2
Excess From Year1811ExcessFromYear1

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 FORM 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
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year0TotGrantOrContriPaidDuringYear
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$421ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$421ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA421TotalPartXVIA

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionADMINISTRATIVE EXPENSESDescription
Revenue And Expenses Per Books385RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps385DisbursementsCharitablePrps

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameMARY EATONPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line113712 7TH ST APT 9AddressLine1
CityOSSEOCity
StateWIState
ZIP Code547587404ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryTAXESCategory
Amount$18Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps18DisbursementsCharitablePrps