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Nonprofit · EIN 84-4084071

ROBERT R AND JANICE L CAPEN FOUNDATION INC

Tax-exempt · SEMINOLE, FL 33776

Financials

$4K$48K2023$18K$60K2024
Revenue Expenses · by fiscal year end
Financials of ROBERT R AND JANICE L CAPEN FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$18,483$59,964-$41,481$733,223$0$733,223
December 31, 2023990-PF$3,565$48,412-$44,847$774,704$0$774,704
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$18,240
Interest
$4,490
Net gain from sales of assets
-$4,247

Expenses

Grants and similar amounts paid
$48,350
Disbursements for charitable purposes
$48,350
Excise tax on investment income
$205

Balance sheet and other

Total assets, start of year
$774,704
Total assets, end of year
$733,223
Total liabilities, end of year
$0
Net assets, end of year
$733,223
Fair market value of assets
$786,647
Qualifying distributions
$48,350
Net investment income
$22,321

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
ROBERT R CAPEN
14707 SEMINOLE TRAIL, SEMINOLE, FL 33776
DIRECTOR0$0
JANICE L CAPEN
N74W7842 ROLLING MEADOW COURT, CEDARBURG, WI 53012
DIRECTOR0$0
DANIEL S GALLIGAN
N74W7842 ROLLING MEADOW COURT, CEDARBURG, WI 53012
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
ROBERT R CAPEN
14707 SEMINOLE TRAIL, SEMINOLE, FL 33776
DIRECTOR0$0
JANICE L CAPEN
N74W7842 ROLLING MEADOW COURT, CEDARBURG, WI 53012
DIRECTOR0$0
DANIEL S GALLIGAN
N74W7842 ROLLING MEADOW COURT, CEDARBURG, WI 53012
DIRECTOR0$0

Address and contacts

Address (IRS master file)
14707 SEMINOLE TRL, SEMINOLE, FL 33776-1079
In care of
% ROBERT R CAPEN
Signed the 990-PF
ROBERT R CAPEN, DIRECTOR
Phone
(414) 235-1279
Return prepared by
ELEVATE FINANCIAL SERVICES LLC

What it must file and when

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

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
84-4084071
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
2022
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Human services (P20)
Assets (IRS master file)
$733,223
Income (IRS master file)
$129,372

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$18,483$59,964$733,223IRS
990-PFDecember 2023$3,565$48,412$774,704XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––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 84-4084071).

Questions about ROBERT R AND JANICE L CAPEN FOUNDATION INC

What is the EIN of ROBERT R AND JANICE L CAPEN FOUNDATION INC?
The employer identification number (EIN) of ROBERT R AND JANICE L CAPEN FOUNDATION INC is 84-4084071.
Is ROBERT R AND JANICE L CAPEN FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to ROBERT R AND JANICE L CAPEN FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROBERT R AND JANICE L CAPEN FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT R AND JANICE L CAPEN FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROBERT R AND JANICE L CAPEN FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of ROBERT R AND JANICE L CAPEN FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does ROBERT R AND JANICE L CAPEN FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $18,483, expenses of $59,964 and total assets of $733,223 at year end.

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