Nonprofit · EIN 83-6885183
ROBERT HARTWIG CHARITABLE TR
Tax-exempt · CHEROKEE, IA 51012
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $97,393 | $57,197 | $40,196 | $2,615,081 | $0 | $2,615,081 |
| December 31, 2024 | 990-PF | $186,994 | $71,063 | $115,931 | $2,574,885 | $0 | $2,574,885 |
| December 31, 2023 | 990-PF | $59,621 | $79,045 | -$19,424 | $2,458,954 | $0 | $2,458,954 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $32,772
- Interest
- $2,324
- Net rental income
- $33,742
- Net gain from sales of assets
- $24,107
Expenses
- Grants and similar amounts paid
- $26,412
- Compensation of officers, directors and key employees
- $19,173
- Disbursements for charitable purposes
- $37,319
- Excise tax on investment income
- $1,077
Balance sheet and other
- Total assets, start of year
- $2,574,885
- Total assets, end of year
- $2,615,081
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,615,081
- Fair market value of assets
- $3,210,290
- Qualifying distributions
- $120,919
- Net investment income
- $97,393
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHEROKEE STATE BANK 212 W WILLOW, CHEROKEE, IA 51012 | TRUSTEE | 2 | $19,173 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHEROKEE STATE BANK 212 W WILLOW, CHEROKEE, IA 51012 | TRUSTEE | 2 | $18,442 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHEROKEE STATE BANK 212 W WILLOW, CHEROKEE, IA 51012 | TRUSTEE | 2 | $16,354 |
Address and contacts
- Address (IRS master file)
- CHEROKEE STATE BANK TRUSTEE, CHEROKEE, IA 51012-0000
- In care of
- % CHEROKEE STATE BANK TRUSTEE
- Signed the 990-PF
- CHEROKEE STATE BANK, TRUSTEE
- Phone
- (712) 225-3000
- Return prepared by
- BURKHARDT & DAWSON CPAS
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 | 990-PF on file |
| 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
- 83-6885183
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,615,081
- Income (IRS master file)
- $195,525
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $97,393 | $57,197 | $2,615,081 | IRS |
| 990-PF | December 2024 | $186,994 | $71,063 | $2,574,885 | IRS |
| 990-PF | December 2023 | $59,621 | $79,045 | $2,458,954 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 83-6885183).
Questions about ROBERT HARTWIG CHARITABLE TR
- What is the EIN of ROBERT HARTWIG CHARITABLE TR?
- The employer identification number (EIN) of ROBERT HARTWIG CHARITABLE TR is 83-6885183.
- Is ROBERT HARTWIG CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to ROBERT HARTWIG CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT HARTWIG CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT HARTWIG CHARITABLE TR 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 HARTWIG CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ROBERT HARTWIG CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $19,173 (CHEROKEE STATE BANK, TRUSTEE).
- How much revenue does ROBERT HARTWIG CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $97,393, expenses of $57,197 and total assets of $2,615,081 at year end.
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