FURP.ORG / PUBLIC DATA EXPLORER

ROBERT CHARLES FOUNDATION INC: Form 990PF, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
ROBERT CHARLES FOUNDATION INC (EIN 20-2042917)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-05-16
IRS object ID
201101369349100910
Schema version
2009v1.7
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)
Timestamp2011-05-16T08:13:17-05:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Wegner LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12110 Luann LnAddressLine1
CityMadisonCity
StateWIState
ZIP Code537133098ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

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 Signed2011-05-16DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameScott Haumersen CPAName
Phone6082744020Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY35903FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss5000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss920InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm920InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses5920TotalRevenueAndExpenses
Total Net Investment Income920TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Other Expenses Rev And Expnss897OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps897OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss897TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps897TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss1600ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps1600ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss2497TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps2497TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses3423ExcessOfRevenueOverExpenses
Net Investment Income920NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY795CashBOY
Cash EOY3603CashEOY
Cash EOYFMV3603CashEOYFMV
Savings And Temp Cash Invst BOY31685SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY32300SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV32300SavingsAndTempCashInvstEOYFMV
Total Assets BOY32480TotalAssetsBOY
Total Assets EOY35903TotalAssetsEOY
Total Assets EOYFMV35903TotalAssetsEOYFMV
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 BOY32480RetainedEarningsBOY
Retained Earnings EOY35903RetainedEarningsEOY
Total Net Assets BOY32480TotalNetAssetsBOY
Total Net Assets EOY35903TotalNetAssetsEOY
Total Liabilities Net Assets BOY32480TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY35903TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY32480TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses3423ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal35903Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY35903TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year14509QualifyingDistributionsYear1
Noncharitable Assets Year128953NoncharitableAssetsYear1
Distribution Ratio Year10.155735DistributionRatioYear1
Qualifying Distributions Year23023QualifyingDistributionsYear2
Noncharitable Assets Year226266NoncharitableAssetsYear2
Distribution Ratio Year20.115092DistributionRatioYear2
Qualifying Distributions Year32360QualifyingDistributionsYear3
Noncharitable Assets Year320014NoncharitableAssetsYear3
Distribution Ratio Year30.117917DistributionRatioYear3
Total Distribution Ratio0.388744TotalDistributionRatio
Average Distribution Ratio0.129581AverageDistributionRatio
Net Noncharitable Assets34078NetNoncharitableAssets
Adjusted Noncharitable Assets4416AdjustedNoncharitableAssets
One Percent Net Investment Income9OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One4425AdjNonchrtblAssetsAndOnePct
Qualifying Distributions2497QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax18InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal18Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income18TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due18TaxDue

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

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 foundation provided grants to two public charitable organizations during the year.Description1
Expenses11600Expenses1

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 Balances34597AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets34597TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets34597AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable519CashDeemedCharitable
Net Noncharitable Assets34078NetNoncharitableAssets
Minimum Investment Return1704MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return1704MinimumInvestmentReturn
Tax Based On Investment Income18TaxBasedOnInvestmentIncome
Total Tax18TotalTax
Distributable Amount Before Adj1686DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded1686DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted1686DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions2497ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions2497QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions2497AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted1686DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year31372ExcessDistriCarryoverYear3
Excess Distri Carryover Year21902ExcessDistriCarryoverYear2
Excess Distri Carryover Year13075ExcessDistriCarryoverYear1
Total Excess Distri Carryover6349TotalExcessDistriCarryover
Qualifying Distributions2497QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year1686AppliedToCurrentYear
Remaining Distri From Corpus811RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus7160TotalCorpus
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 Year7160ExcessDistriCyovToNextYear
Excess From Year31372ExcessFromYear3
Excess From Year21902ExcessFromYear2
Excess From Year13075ExcessFromYear1
Excess From Current Year811ExcessFromCurrentYear

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

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
Servant Manor Inc
5834 N 32nd StMilwaukeeWI532094117N/APublic charityStepping Stones program$1,500
Soulutions Inc
3217 Weybridge DrSun PrairieWI535904558N/APublic charityGeneral support$100
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year1600TotGrantOrContriPaidDuringYear
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$920ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$920ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA920TotalPartXVIA

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 IndividualMary EatonContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line113712 7th St Apt 9AddressLine1
CityOsseoCity
StateWIState
ZIP Code547587404ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions5000AggregateContributions
Person Contribution TypeXPersonContributionType

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionAdministrative expensesDescription
Revenue And Expenses Per Books897RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps897DisbursementsCharitablePrps

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