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Nonprofit · EIN 20-2042917

ROBERT CHARLES FOUNDATION INC

Tax-exempt · SUN PRAIRIE, WI 53590

Financials

$25K$33K2022$25K$11K2023$191$12K2024
Revenue Expenses · by fiscal year end
Financials of ROBERT CHARLES FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$191$12,175-$11,984$24,479$0$24,479
June 30, 2024990-PF$25,422$10,525$14,897$36,463$0$36,463
June 30, 2023990-PF$25,005$32,589-$7,584$21,566$0$21,566
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Interest
$191

Expenses

Grants and similar amounts paid
$11,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$12,175
Excise tax on investment income
$3

Balance sheet and other

Total assets, start of year
$36,463
Total assets, end of year
$24,479
Total liabilities, end of year
$0
Net assets, end of year
$24,479
Fair market value of assets
$24,479
Qualifying distributions
$12,175
Net investment income
$191

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
SCOTT HAUMERSEN
PO BOX 647, SUN PRAIRIE, WI 535900647
PRESIDENT1$0
AMY SMITH
PO BOX 647, SUN PRAIRIE, WI 535900647
VICE PRESIDENT AND SECRETARY1$0
HOLLY KELLER
PO BOX 647, SUN PRAIRIE, WI 535900647
TREASURER1$0
990-PF for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensation
SCOTT HAUMERSEN
PO BOX 647, SUN PRAIRIE, WI 535900647
PRESIDENT1$0
AMY SMITH
PO BOX 647, SUN PRAIRIE, WI 535900647
VICE PRESIDENT AND SECRETARY1$0
HOLLY KELLER
PO BOX 647, SUN PRAIRIE, WI 535900647
TREASURER1$0
990-PF for the year ended June 30, 2023: 3 people
NameTitleHours / weekCompensation
SCOTT HAUMERSEN
PO BOX 647, SUN PRAIRIE, WI 535900647
PRESIDENT1$0
AMY SMITH
PO BOX 647, SUN PRAIRIE, WI 535900647
VICE PRESIDENT AND SECRETARY1$0
HOLLY KELLER
PO BOX 647, SUN PRAIRIE, WI 535900647
TREASURER1$0

Address and contacts

Address (IRS master file)
PO BOX 647, SUN PRAIRIE, WI 53590-0647
Signed the 990-PF
SCOTT HAUMERSEN, PRESIDENT
Phone
(608) 669-4950
Return prepared by
WEGNER CPAS LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
20-2042917
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2007
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$24,479
Income (IRS master file)
$191

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$191$12,175$24,479IRS
990-PFJune 2024$25,422$10,525$36,463IRS
990-PFJune 2023$25,005$32,589$21,566XML
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2020–––IRS
990-PFJune 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-2042917).

Questions about ROBERT CHARLES FOUNDATION INC

What is the EIN of ROBERT CHARLES FOUNDATION INC?
The employer identification number (EIN) of ROBERT CHARLES FOUNDATION INC is 20-2042917.
Is ROBERT CHARLES FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to ROBERT CHARLES FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROBERT CHARLES FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT CHARLES FOUNDATION INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROBERT CHARLES FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of ROBERT CHARLES FOUNDATION INC?
The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does ROBERT CHARLES FOUNDATION INC have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $191, expenses of $12,175 and total assets of $24,479 at year end.

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