Nonprofit · EIN 42-1507930
ROBERT AND MARY JO HARTWIG FAMILY FOUNDATION INC
Tax-exempt · WAUSAU, WI 54401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $13,239 | $26,125 | -$12,886 | $195,737 | $0 | $195,737 |
| December 31, 2023 | 990-PF | $10,147 | $3,858 | $6,289 | $208,623 | $0 | $208,623 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $5,462
- Net gain from sales of assets
- $7,777
Expenses
- Grants and similar amounts paid
- $20,196
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $21,796
- Excise tax on investment income
- $124
Balance sheet and other
- Total assets, start of year
- $208,623
- Total assets, end of year
- $195,737
- Total liabilities, end of year
- $0
- Net assets, end of year
- $195,737
- Fair market value of assets
- $237,010
- Qualifying distributions
- $21,796
- Net investment income
- $13,130
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY E HARTWIG 1300 N PROSPECT AVE 202, MILWAUKEE, WI 53202 | DIRECTOR | 0.2 | $0 |
| JAMES J HARTWIG 1802 LINDENS CT, OCONOMOWOC, WI 53066 | DIRECTOR | 0.2 | $0 |
| LINDA J HARTWIG 7752 PINEBERRY CT, FRANKLIN, WI 53132 | DIRECTOR | 0.2 | $0 |
| DANIEL G HARTWIG 3604 MAPLE CREEK DR, WAUSAU, WI 54401 | DIRECTOR | 0.2 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY E HARTWIG 1300 N PROSPECT AVE 202, MILWAUKEE, WI 53202 | DIRECTOR | 0.2 | $0 |
| JAMES J HARTWIG 215 E PLEASANT ST UNIT 306, OCONOMOWOC, WI 53066 | DIRECTOR | 0.2 | $0 |
| LINDA J HARTWIG 7752 PINEBERRY CT, FRANKLIN, WI 53132 | DIRECTOR | 0.2 | $0 |
| DANIEL G HARTWIG 3604 MAPLE HILL DRIVE, WAUSAU, WI 54401 | DIRECTOR | 0.2 | $0 |
Address and contacts
- Address (IRS master file)
- 3604 MAPLE CREEK DR, WAUSAU, WI 54401-3762
- In care of
- % ROBERT R HARTWIG
- Signed the 990-PF
- DANIEL G HARTWIG, DIRECTOR
- Phone
- (715) 845-3555
- Return prepared by
- WIPFLI LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Check at the IRS |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 42-1507930
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $194,064
- Income (IRS master file)
- $33,754
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $13,239 | $26,125 | $195,737 | XML |
| 990-PF | December 2023 | $10,147 | $3,858 | $208,623 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 42-1507930).
Questions about ROBERT AND MARY JO HARTWIG FAMILY FOUNDATION INC
- What is the EIN of ROBERT AND MARY JO HARTWIG FAMILY FOUNDATION INC?
- The employer identification number (EIN) of ROBERT AND MARY JO HARTWIG FAMILY FOUNDATION INC is 42-1507930.
- Is ROBERT AND MARY JO HARTWIG FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to ROBERT AND MARY JO HARTWIG FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT AND MARY JO HARTWIG FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT AND MARY JO HARTWIG FAMILY FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT AND MARY JO HARTWIG FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ROBERT AND MARY JO HARTWIG FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does ROBERT AND MARY JO HARTWIG FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $13,239, expenses of $26,125 and total assets of $195,737 at year end.
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