Robert And Mary Jo Hartwig Family Foundation Inc

Wausau, WI
Tax-exempt since Oct. 2000
EIN: 42-1507930

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Type of Nonprofit

Designated as a 501(c)(3) 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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$13.2k (2024)

Expenses

$26.1k (2024)

Total Assets

$196k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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.
2024

Revenue

$13,239

Expenses

$26,125

Net Income

-$12,886

Net Assets

$195,737

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,462	41.3%
Sales of Assets	$7,777	58.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,796	83.4%
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	$195,737
Total Liabilities	$0
Net Assets	$195,737

Compensation

Key Employees and Officers	Compensation	Other
Mary E Hartwig (Director)	$0	$0
James J Hartwig (Director)	$0	$0
Linda J Hartwig (Director)	$0	$0
Daniel G Hartwig (Director)	$0	$0

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990-PF

Filed on April 7, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$10,147

Expenses

$3,858

Net Income

$6,289

Net Assets

$208,623

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,756	46.9%
Sales of Assets	$5,391	53.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$675	17.5%
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	$208,623
Total Liabilities	$0
Net Assets	$208,623

Compensation

Key Employees and Officers	Compensation	Other
Mary E Hartwig (Director)	$0	$0
James J Hartwig (Director)	$0	$0
Linda J Hartwig (Director)	$0	$0
Daniel G Hartwig (Director)	$0	$0

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990-PF

Filed on July 2, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

-$883

Expenses

$12,876

Net Income

-$13,759

Net Assets

$202,334

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,423
Sales of Assets	-$5,306
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,522	74.0%
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	$202,334
Total Liabilities	$0
Net Assets	$202,334

Compensation

Key Employees and Officers	Compensation	Other
Mary E Hartwig (Director)	$0	$0
James J Hartwig (Director)	$0	$0
Linda J Hartwig (Director)	$0	$0
Daniel G Hartwig (Director)	$0	$0

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990-PF

Filed on Oct. 30, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$13,681

Expenses

$18,398

Net Income

-$4,717

Net Assets

$216,093

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,163	30.4%
Sales of Assets	$9,518	69.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,450	84.0%
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	$216,093
Total Liabilities	$0
Net Assets	$216,093

Compensation

Key Employees and Officers	Compensation	Other
Mary Jo Hartwig (Director)	$0	$0
Mary E Hartwig (Director)	$0	$0
James J Hartwig (Director)	$0	$0
Linda J Hartwig (Director)	$0	$0
Daniel G Hartwig (Director)	$0	$0

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990-PF

Filed on June 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$8,691

Expenses

$15,248

Net Income

-$6,557

Net Assets

$220,809

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,221	60.1%
Sales of Assets	$3,470	39.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,593	82.6%
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	$220,810
Total Liabilities	$1
Net Assets	$220,809

Compensation

Key Employees and Officers	Compensation	Other
Mary Jo Hartwig (Director)	$0	$0
Mary E Hartwig (Director)	$0	$0
James J Hartwig (Director)	$0	$0
Linda J Hartwig (Director)	$0	$0
Daniel G Hartwig (Director)	$0	$0

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990-PF

Filed on Nov. 5, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$7,735

Expenses

$10,411

Net Income

-$2,676

Net Assets

$227,366

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,857	75.7%
Sales of Assets	$1,878	24.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,193	78.7%
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	$227,367
Total Liabilities	$1
Net Assets	$227,366

Compensation

Key Employees and Officers	Compensation	Other
Mary Jo Hartwig (Director)	$0	$0
Mary E Hartwig (Director)	$0	$0
James J Hartwig (Director)	$0	$0
Linda J Hartwig (Director)	$0	$0
Daniel G Hartwig (Director)	$0	$0

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990-PF

Filed on July 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2018

Revenue

$13,523

Expenses

$11,252

Net Income

$2,271

Net Assets

$230,043

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,713	42.2%
Sales of Assets	$7,810	57.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,615	76.6%
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	$230,043
Total Liabilities	$0
Net Assets	$230,043

Compensation

Key Employees and Officers	Compensation	Other
Mary Jo Hartwig (Director)	$0	$0
Mary E Hartwig (Director)	$0	$0
James J Hartwig (Director)	$0	$0
Linda J Hartwig (Director)	$0	$0
Daniel G Hartwig (Director)	$0	$0

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990-PF

Filed on May 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$9,036

Expenses

$8,883

Net Income

$153

Net Assets

$227,772

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,836	53.5%
Sales of Assets	$4,200	46.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,315	71.1%
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	$227,772
Total Liabilities	$0
Net Assets	$227,772

Compensation

Key Employees and Officers	Compensation	Other
Mary Jo Hartwig (Director)	$0	$0
Mary E Hartwig (Director)	$0	$0
James J Hartwig (Director)	$0	$0
Linda J Hartwig (Director)	$0	$0
Daniel G Hartwig (Director)	$0	$0

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990-PF

Filed on Oct. 18, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Revenue

$6,668

Expenses

$12,212

Net Income

-$5,544

Net Assets

$227,619

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,013	75.2%
Sales of Assets	$1,655	24.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,735	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	$227,619
Total Liabilities	$0
Net Assets	$227,619

Compensation

Key Employees and Officers	Compensation	Other
Mary Jo Hartwig (Director)	$0	$0
Mary E Hartwig (Director)	$0	$0
James J Hartwig (Director)	$0	$0
Linda J Hartwig (Director)	$0	$0
Daniel G Hartwig (Director)	$0	$0

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990-PF

Filed on Aug. 23, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$8,002

Expenses

$12,981

Net Income

-$4,979

Net Assets

$233,163

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,353	66.9%
Sales of Assets	$2,649	33.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,520	81.0%
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	$233,163
Total Liabilities	$0
Net Assets	$233,163

Compensation

Key Employees and Officers	Compensation	Other
Mary Jo Hartwig (Director)	$0	$0
Mary E Hartwig (Director)	$0	$0
James J Hartwig (Director)	$0	$0
Linda J Hartwig (Director)	$0	$0
Daniel G Hartwig (Director)	$0	$0

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990-PF

Filed on May 13, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2014

Revenue

$10,399

Expenses

$13,860

Net Income

-$3,461

Net Assets

$238,142

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,238	60.0%
Sales of Assets	$4,161	40.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,410	67.9%
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	$238,142
Total Liabilities	$0
Net Assets	$238,142

Compensation

Key Employees and Officers	Compensation	Other
Mary Jo Hartwig (Director)	$0	$0
Mary E Hartwig (Director)	$0	$0
James J Hartwig (Director)	$0	$0
Linda J Hartwig (Director)	$0	$0
Daniel G Hartwig (Director)	$0	$0

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990-PF

Filed on May 14, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$61,994

Expenses

$12,697

Net Income

$49,297

Net Assets

$241,603

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,492	5.6%
Sales of Assets	$58,502	94.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,390	81.8%
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	$241,603
Total Liabilities	$0
Net Assets	$241,603

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$8,534

Expenses

$10,180

Net Income

-$1,646

Net Assets

$192,306

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,840	45.0%
Sales of Assets	$4,694	55.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,130	79.9%
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	$192,306
Total Liabilities	$0
Net Assets	$192,306

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$9,106

Expenses

$17,026

Net Income

-$7,920

Net Assets

$193,952

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,189	35.0%
Sales of Assets	$5,917	65.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,916	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	$193,952
Total Liabilities	$0
Net Assets	$193,952

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

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Updated March 23, 2026

Robert And Mary Jo Hartwig Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $13.2k (2024)

Expenses $26.1k (2024)

Total Assets $196k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$13.2k (2024)

Expenses

$26.1k (2024)

Total Assets

$196k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001