Robert Charles Foundation Inc

Private foundation · Grantmaker Sun Prairie, WI EIN: 20-2042917

Robert Charles Foundation Inc is a private foundation, based in Sun Prairie, WI. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $24K in total assets. In 2025, it awarded 3 grants totaling $12K. Net investment income was $191.

Key facts about Robert Charles Foundation Inc

In short: Robert Charles Foundation Inc gave $12K across 3 grants in 2025 (avg $4K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.

EIN
20-2042917
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$11,500
Grants made (2025)
3
Average grant
$3,833
Median grant
$4,000
Total assets
$24,479
Primary geography
Wisconsin (65% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$24K

-32.9% YoY

Annual Giving

$12K

+15.0% YoY

Grant Count

3

+200.0% YoY

Avg Grant Size

$4K

-61.7% YoY

Under IRS private-foundation payout rules, Robert Charles Foundation Inc reported a distributable amount of $1K for 2025 — the minimum it must pay out in qualifying distributions.

How Robert Charles Foundation Inc gives

  • Giving fell 47% from 2022 to 2025. Method
  • In 2025 it paid out 813% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of all 3 itemized 2025 grant dollars.

Cities

AlpharettaMadisonAppletonFinleyvilleMonona

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K1 grants20194 grants20204 grants20211 grants20224 grants20231 grants20243 grants2025

From 2019 to 2025, annual grant giving ranged from $10K (2019) to $32K (2023). In 2025 it made 3 grants totaling $12K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Collaboration Project: $5KCollaboration Project$5KNational Christian Foundation: $4KNational Christian Foundation$4KSoulutions Inc: $3KSoulutions Inc$3K

The largest 2025 recipient was Collaboration Project ($5K). Together the top 3 received $12K.

Grant Size Distribution

13 grants across all recorded years

13<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 13 grants of 13 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Collaboration Project Monona, WIGeneral Support$5,000
National Christian Foundation Alpharetta, GAGeneral Support$4,000
Soulutions Inc Madison, WIGeneral Support$2,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K$40K2019202020212022202320242025
Metric202520242023
Total Assets$24,479$36,463$21,566
Revenue$191$25,422$25,005
Expenses$12,175$10,525$32,589
Qualifying Distributions$12,175$10,525$32,589
Net Investment Income$191$422$5
Distributable Amount$1,498$1,423$1,249

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS July 7, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Robert Charles Foundation Inc is led by Scott Haumersen, President on every filing since 2019; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Scott Haumersen

    President

    On filings since 2019

    1 hr/week

    No compensation reported

  • Amy Smith

    Vice President & Secretary

    Vice President → Vice President & Secretary, 2023

    On filings since 2019

    1 hr/week

    No compensation reported

  • Holly Keller

    Treasurer

    On filings since 2019

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: Carolyn Haumersen (2019–2022) — Secretary

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Robert Charles Foundation Inc

How much does Robert Charles Foundation Inc give each year?

Robert Charles Foundation Inc gave $12K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $10K across 1 grant.

What is Robert Charles Foundation Inc's typical grant size?

Robert Charles Foundation Inc's median grant in 2025 was $4,000, and its average grant was $3,833, across 3 grants on its 2025 IRS Form 990-PF.

Where does Robert Charles Foundation Inc give grants?

Robert Charles Foundation Inc gives mostly in Wisconsin: 65% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Georgia (35%).

Does Robert Charles Foundation Inc give general operating support?

Yes: 100% of Robert Charles Foundation Inc's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Robert Charles Foundation Inc?

Robert Charles Foundation Inc reported $24K in total assets on its 2025 IRS Form 990-PF. It paid out $12K in qualifying distributions that year, against a required minimum of $1K (roughly 5% of its investment assets).

What is Robert Charles Foundation Inc's EIN?

Robert Charles Foundation Inc's EIN (Employer Identification Number) is 20-2042917. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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