Robert Charles Foundation Inc

SUN PRAIRIE, WI EIN: 20-2042917

Robert Charles Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SUN PRAIRIE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $36K in total assets. In 2024, it awarded 1 grants totaling $10K. Net investment income was $422.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$36K

+69.1% YoY

Annual Giving

$10K

-68.8% YoY

Grant Count

-75.0% YoY

Avg Grant Size

$10K

+25.0% YoY

Under IRS private-foundation payout rules, Robert Charles Foundation Inc reported a distributable amount of $1K for 2024 — the minimum it must pay out in qualifying distributions.

About Robert Charles Foundation Inc

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Georgia $67K (65%)

Wisconsin $34K (33%)

Pennsylvania $3K (2%)

States

Georgia Pennsylvania Wisconsin

Cities

AlpharettaAppletonFinleyvilleMadisonMonona

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$36,463	$21,566	$29,150
Revenue	$25,422	$25,005	$15,003
Expenses	$10,525	$32,589	$21,500
Qualifying Distributions	$10,525	$32,589	$21,500
Net Investment Income	$422	$5	$3
Distributable Amount	$1,423	$1,249	$1,596

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

14 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include National Christian Foundation ($10,000).

Recipient	Purpose	Amount
NATIONAL CHRISTIAN FOUNDATION ALPHARETTA, GA	GENERAL SUPPORT	$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
SCOTT HAUMERSEN	PRESIDENT	1	—
AMY SMITH	VICE PRESIDENT AND SECRETARY	1	—
HOLLY KELLER	TREASURER	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Robert Charles Foundation Inc?

Robert Charles Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SUN PRAIRIE, WI. It holds $36K in total assets as of 2024.

How large is Robert Charles Foundation Inc?

As of 2024, Robert Charles Foundation Inc holds $36K in total assets with $25K in annual revenue. It awarded 1 grants totaling $10K in 2024.

Where does Robert Charles Foundation Inc operate?

Robert Charles Foundation Inc has awarded grants in Georgia, Pennsylvania, Wisconsin.

What size grants does Robert Charles Foundation Inc award?

In 2024, Robert Charles Foundation Inc awarded 1 grants totaling $10K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Robert Charles Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert Charles Foundation Inc reported a distributable amount of $1K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.