2025-04-07T16:28:07-05:00 2024-12-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990PF 2024-01-01 421507930 ROBERT AND MARY JO HARTWIG FAMILY FOUNDATION INC ROBE 7158453555 3604 MAPLE CREEK DRIVE WAUSAU WI 54401 DANIEL G HARTWIG DIRECTOR 7158453555 2025-04-05 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2025-04-05 2024 2025-03-06 01:10:19Z X X 237010 X X 5462 5353 7777 16091 7777 13239 13130 0 0 0 3200 1600 1600 2590 2590 0 139 44 0 5929 4234 1600 20196 20196 26125 4234 21796 -12886 8896 186 1716 1716 25637 9234 9234 112051 114184 162446 70749 70603 63614 208623 195737 237010 0 0 X 0 0 0 0 208623 195737 208623 195737 208623 195737 208623 -12886 0 195737 0 195737 PUBLICLY TRADED SECURITIES 10626 8314 2312 2312 CAPITAL GAINS DIVIDENDS P 5465 5465 5465 7777 124 0 124 0 124 0 0 0 0 0 0 124 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 CREEK DRIVE WAUSAU WI 54403 0 0 0 0 0 0 0 0 0 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 1802 LINDENS CT 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 CREEK DR WAUSAU WI 54401 DIRECTOR 0.20 0 0 0 NONE 0 NONE 0 0 227405 12627 0 240032 0 0 240032 3600 236432 11822 11822 124 124 11698 0 11698 0 11698 21796 0 21796 11698 10978 2022 9218 0 21796 10978 9218 0 1600 0 0 0 0 0 0 0 0 10098 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. ROGERS MEMORIAL HOSPITAL FOUNDATION INC 34700 VALLEY ROAD OCONOMOWOC WI 53066 PUBLIC CHARITY NEW CLINIC FUND 20196 20196 0 14 5462 18 7777 0 13239 0 13239 0 0 0 0 0 0 0 0 0 0 ACCOUNTANT FEES 3200 1600 1600 THE FOUNDATION IS ELECTING UNDER REGULATION SECTION 53.4942(A)-3(D)(2) TO CARRYBACK EXCESS DISTRIBUTIONS TO OFFSET UNDISTRIBUTED INCOME FROM PRIOR YEARS. BAIRD INTERMEDIATE BOND FD INSTL 22875 21464 BLACKROCK HIGH YIELD BOND PORTFOLIO CLASS K 4251 3789 DODGE & COX INCOME FUND CL I 19579 17661 JPMORGAN CORE BOND FUND CLASS I 11879 10433 TEMPLETON GLOBAL BOND FUND-AD 4446 2935 VANGUARD SHT TERM INVT GRADE ADM 7573 7332 AMG YACKTMAN FUND SVC 17729 19168 BAIRD MIDCAP FUND INST 4946 5413 DODGE & COX STOCK FUND CL I 14885 20467 FIDELITY 500 INDEX FUND 14937 38404 JANUS HENDERSON SMALL CAP VALUE FUND CLASS N 7442 8213 JPMORGAN SMALL CAP GROWTH FUND CL L 7588 9962 MFS INTERNATIONAL EQUITY FUND CL R6 6934 8734 OAKMARK INTERNATIONAL FUND-INST 6280 7645 VANGUARD MID CAP VALUE INDEX FUND 3738 6534 WILLIAM BLAIR LARGE CAP GROWTH FUND 19258 28045 SEAFARER OVERSEAS GROWTH AND INCOME FUND 10447 9861 INVESTMENT MANAGEMENT FEES 2590 2590 0 FOREIGN TAXES 44 44 0 FEDERAL TAXES 95 0 0