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Charlton Family Charitable Foundation

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$114k (2023)

Expenses
$70.3k (2023)

Total Assets
$1.45M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$114,242
Expenses
$70,276
Net Income
$43,966
Net Assets
$1,446,230
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,830
1.6%
Dividends $82,368
72.1%
Sales of Assets $30,044
26.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $56,000
79.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,446,230
Total Liabilities $0
Net Assets $1,446,230
Compensation
Key Employees and Officers Compensation Other
Bruce W Payne (Trustee/Dcm) $0 $0
J Dennis Marek (Dcm) $0 $0
R Jeffrey Smith (Dcm) $0 $0
Andy Maas (Dcm) $0 $0
Ted Maas (Dcm) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$70,667
Expenses
$257,746
Net Income
-$187,079
Net Assets
$1,402,735
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $460
0.7%
Dividends $57,136
80.9%
Sales of Assets $13,071
18.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $241,264
93.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,402,735
Total Liabilities $0
Net Assets $1,402,735
Compensation
Key Employees and Officers Compensation Other
Bruce W Payne (Trustee/Dcm) $0 $0
J Dennis Marek (Dcm) $0 $0
R Jeffrey Smith (Dcm) $0 $0
Andy Maas (Dcm) $0 $0
Ted Maas (Dcm) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$148,697
Expenses
$129,274
Net Income
$19,423
Net Assets
$1,589,683
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $41
0.0%
Dividends $76,960
51.8%
Sales of Assets $71,696
48.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $111,300
86.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,589,683
Total Liabilities $0
Net Assets $1,589,683
Compensation
Key Employees and Officers Compensation Other
Bruce W Payne (Trustee/Dcm) $0 $0
J Dennis Marek (Dcm) $0 $0
R Jeffrey Smith (Dcm) $0 $0
Andy Maas (Dcm) $0 $0
Ted Maas (Dcm) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$181,174
Expenses
$225,618
Net Income
-$44,444
Net Assets
$1,570,106
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $100
0.1%
Dividends $71,868
39.7%
Sales of Assets $109,206
60.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $220,500
97.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,570,107
Total Liabilities $1
Net Assets $1,570,106
Compensation
Key Employees and Officers Compensation Other
Bruce W Payne (Trustee/Dcm) $0 $0
J Dennis Marek (Dcm) $0 $0
R Jeffrey Smith (Dcm) $0 $0
Andy Maas (Dcm) $0 $0
Ted Maas (Dcm) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$176,536
Expenses
$240,488
Net Income
-$63,952
Net Assets
$1,627,852
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $461
0.3%
Dividends $89,096
50.5%
Sales of Assets $86,979
49.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $234,930
97.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,627,853
Total Liabilities $1
Net Assets $1,627,852
Compensation
Key Employees and Officers Compensation Other
Bruce W Payne (Trustee/Dcm) $0 $0
J Dennis Marek (Dcm) $0 $0
R Jeffrey Smith (Dcm) $0 $0
Andy Maas (Dcm) $0 $0
Ted Maas (Dcm) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$84,891
Expenses
$238,542
Net Income
-$153,651
Net Assets
$1,702,723
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $400
0.5%
Dividends $100,091
> 100%
Sales of Assets -$15,850
Other Income $250
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $218,145
91.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,702,723
Total Liabilities $0
Net Assets $1,702,723
Compensation
Key Employees and Officers Compensation Other
Bruce W Payne (Trustee/Dcm) $0 $0
J Dennis Marek (Dcm) $0 $0
R Jeffrey Smith (Dcm) $0 $0
Andy Maas (Dcm) $0 $0
Ted Maas (Dcm) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$295,799
Expenses
$412,442
Net Income
-$116,643
Net Assets
$1,857,926
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $95
0.0%
Dividends $125,471
42.4%
Sales of Assets $170,233
57.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $392,552
95.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,857,926
Total Liabilities $0
Net Assets $1,857,926
Compensation
Key Employees and Officers Compensation Other
Bruce W Payne (Trustee/Dcm) $0 $0
J Dennis Marek (Dcm) $0 $0
R Jeffrey Smith (Dcm) $0 $0
Andy Maas (Dcm) $0 $0
Ted Maas (Dcm) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$141,394
Expenses
$138,310
Net Income
$3,084
Net Assets
$1,973,405
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,012
2.1%
Dividends $141,894
> 100%
Sales of Assets -$3,984
Other Income $472
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $121,170
87.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,973,405
Total Liabilities $0
Net Assets $1,973,405
Compensation
Key Employees and Officers Compensation Other
Bruce W Payne (Trustee/Dcm) $0 $0
Robert Judith Maas (Dcm) $0 $0
J Dennis Marek (Dcm) $0 $0
R Jeffrey Smith (Dcm) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$93,204
Expenses
$174,820
Net Income
-$81,616
Net Assets
$1,976,064
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,040
3.3%
Dividends $122,683
> 100%
Sales of Assets $0
Other Income $398
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $158,335
90.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,976,064
Total Liabilities $0
Net Assets $1,976,064

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$200,329
Expenses
$156,974
Net Income
$43,355
Net Assets
$2,058,234
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $10,207
5.1%
Dividends $126,037
62.9%
Sales of Assets $63,960
31.9%
Other Income $125
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $141,128
89.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,058,234
Total Liabilities $0
Net Assets $2,058,234

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,770
Expenses
$148,953
Net Income
-$147,183
Net Assets
$2,002,046
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $12,289
> 100%
Dividends $29,067
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $134,694
90.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,002,046
Total Liabilities $0
Net Assets $2,002,046

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$195,716
Expenses
$132,840
Net Income
$62,876
Net Assets
$2,150,848
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $15,225
7.8%
Dividends $178,346
91.1%
Sales of Assets $2,145
1.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $122,591
92.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,150,848
Total Liabilities $0
Net Assets $2,150,848

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$64,676
Expenses
$127,070
Net Income
-$62,394
Net Assets
$2,086,782
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $18,056
27.9%
Dividends $12,532
19.4%
Sales of Assets $34,088
52.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $115,963
91.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,086,782
Total Liabilities $0
Net Assets $2,086,782

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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