2024-07-02T09:23:28-05:00 2023-12-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990PF 2023-01-01 421507930 ROBERT AND MARY JO HARTWIG FAMILY FOUNDATION INC ROBE 7158453555 3604 MAPLE HILL DR WAUSAU WI 54401 DANIEL G HARTWIG DIRECTOR 7158453555 2024-07-02 1 DANIEL HARTWIG 999009999 1 MICHAEL J PETERSON CPA P01833529 2187224705 2024-07-02 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 240231 X X 4756 4608 5391 24188 5391 10147 9999 0 0 0 1350 675 675 2423 2423 0 85 72 0 3858 3170 675 0 0 3858 3170 675 6289 6829 1549 186 186 23091 25637 25637 104400 112051 149642 73294 70749 64766 202334 208623 240231 0 0 X 0 0 0 0 202334 208623 202334 208623 202334 208623 202334 6289 0 208623 0 208623 PUBLICLY TRADED SECURITIES P 22591 18797 3794 3794 CAPITAL GAINS DIVIDENDS P 1597 1597 1597 5391 95 0 95 0 95 0 0 0 0 0 0 95 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A DANIEL G HARTWIG 7158423395 3604 MAPLE HILL DRIVE WAUSAU WI 54403 0 0 0 0 0 0 0 0 1 2022 1 0 0 0 0 0 0 0 0 0 0 0 0 MARY E HARTWIG 1300 N PROSPECT AVE 202 MILWAUKEE WI 53202 DIRECTOR 0.20 0 0 0 JAMES J HARTWIG 215 E PLEASANT ST UNIT 306 OCONOMOWOC WI 53066 DIRECTOR 0.20 0 0 0 LINDA J HARTWIG 7752 PINEBERRY CT FRANKLIN WI 53132 DIRECTOR 0.20 0 0 0 DANIEL G HARTWIG 3604 MAPLE HILL DRIVE WAUSAU WI 54401 DIRECTOR 0.20 0 0 0 NONE 0 NONE 0 0 200903 23938 0 224841 0 0 224841 3373 221468 11073 11073 95 95 10978 0 10978 0 10978 675 0 675 10978 9893 0 0 675 675 0 0 0 0 0 0 0 0 0 0 9218 10978 0 0 0 DANIEL G HARTWIG PO BOX 149 WAUSAU WI 54402 7158453555 BRIEF LETTER DESCRIBING PURPOSE OF ORGANIZATION & SPECIFIC NEED FOR FUNDING NONE ORGANIZATION MUST BE TAX EXEMPT UNDER SECTION 501(C)(3) OF IRC. 0 0 14 4756 18 5391 0 10147 0 10147 0 0 0 0 0 0 0 0 0 0 ACCOUNTANT FEES 1350 675 675 PART VI-B, LINE 2A AND 2B: THE FOUNDATION MISTAKENLY HAD UNDISTRIBUTED INCOME IN TAXABLE YEAR 2023. THE ORGANIZATION IS SMALL AND RELIES ON A SMALL VOLUNTEER BOARD AND THERE WAS SIMPLY A MISTAKE IN THEIR TRACKING OF TOTAL GRANTS IN CORRELATION TO THEIR REQUIREMENT. THERE WAS NOT AN ERROR IN THE CALCULATION, HOWEVER, IN RELATION TO CODE 4942 THE ORGANIZATION HAS RESPONDED TO THE KNOWLEDGE OF UNDER DISTRIBUTION BY DOING THE FOLLOWING: - THE UNDER DISTRIBUTION WAS NOT DUE TO WILLFUL NEGLECT AND WAS DUE TO REASONABLE CAUSE - THE AMOUNT HAS BEEN DISTRIBUTED AS OF THE TIME OF THIS FILING (AND WITHIN LESS THAN 90 DAYS OF NOTIFICATION OF UNDER DISTRIBUTION) IN FULL TO QUALIFYING CHARITIES AND WILL BE REPORTED ON THE 2024 990-PF AND THE FOUNDATION IS MAKING DISTRIBUTIONS IN ADDITION TO REQUIREMENTS FOR 2024. BAIRD INTERMEDIATE BOND FD INSTL 22875 21568 BLACKROCK HIGH YIELD BOND PORTFOLIO CLASS K 4251 3762 DODGE & COX INCOME FUND CL I 19579 18003 JPMORGAN CORE BOND FUND CLASS I 11879 10640 TEMPLETON GLOBAL BOND FUND-AD 4592 3518 VANGUARD SHT TERM INVT GRADE ADM 7573 7275 AMERICAN FUNDS NEW WORLD FUND F3 8314 9895 AMG YACKTMAN FUND SVC 17729 19999 BAIRD MIDCAP FUND INST 4946 5675 DODGE & COX STOCK FUND CL I 14885 19383 FIDELITY 500 INDEX FUND 14937 31126 JANUS HENDERSON SMALL CAP VALUE FUND CLASS N 7442 8540 JPMORGAN SMALL CAP GROWTH FUND CL L 7588 8893 MFS INTERNATIONAL EQUITY FUND CL R6 6934 8507 OAKMARK INTERNATIONAL FUND-INST 6280 8209 VANGUARD MID CAP VALUE INDEX FUND 3738 5855 WILLIAM BLAIR LARGE CAP GROWTH FUND 19258 23560 INVESTMENT MANAGEMENT FEES 2423 2423 0 FOREIGN TAXES 72 72 0 FEDERAL TAXES 13 0 0