Hartshorn Charitable FBO J White 140107
Hartshorn Charitable FBO J White 140107 is a private foundation, based in Beloit, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $356K in total assets. In 2025, it awarded 1 grant totaling $21K. Net investment income was $19K.
Key facts about Hartshorn Charitable FBO J White 140107
In short: Hartshorn Charitable FBO J White 140107 gave $21K across 1 grant in 2025 (avg $21K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- EIN
- 39-6754553
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $20,665
- Grants made (2025)
- 1
- Average grant
- $20,665
- Median grant
- $20,665
- Total assets
- $355,935
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$356K
-1.8% YoY
Annual Giving
$21K
+4.6% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$21K
+4.6% YoY
Under IRS private-foundation payout rules, Hartshorn Charitable FBO J White 140107 reported a distributable amount of $22K for 2025 — the minimum it must pay out in qualifying distributions.
How Hartshorn Charitable FBO J White 140107 gives
- Giving held roughly steady from 2022 to 2025 (−7%). Method
- In 2025 it paid out 120% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $18K (2023) to $22K (2022). In 2025 it made 1 grant totaling $21K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Community Foundation of Southern WI ($21K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Community Foundation of Southern WI Janesville, WI | Unrestricted Gift to | $20,665 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $355,935 | $362,435 | $361,058 |
| Revenue | $20,287 | $26,950 | $18,538 |
| Expenses | $26,813 | $25,579 | $23,952 |
| Qualifying Distributions | $25,814 | $24,728 | $23,098 |
| Net Investment Income | $19,287 | $26,098 | $17,104 |
| Distributable Amount | $21,528 | $20,595 | $18,892 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 30, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 27, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 21, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 25, 2025)
- Added Form 990-PF for fiscal year 2023 (received by the IRS April 26, 2024)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Hartshorn Charitable FBO J White 140107's only listed officer is First National Bank and Trust Compa y, Trustee on every filing since 2024 (compensated).
Officers on the 2025 filing
First National Bank and Trust Compa y
Trustee
On filings since 2024
1 hr/week
$4K (2024) → $4K (2025)
Former officers (1)
- Former: First National Bank and Trust Compa (2020–2023) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $4K, to First National Bank and Trust Compa y (Trustee).
Frequently asked questions about Hartshorn Charitable FBO J White 140107
How much does Hartshorn Charitable FBO J White 140107 give each year?
Hartshorn Charitable FBO J White 140107 gave $21K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $20K across 1 grant.
How large is Hartshorn Charitable FBO J White 140107?
Hartshorn Charitable FBO J White 140107 reported $356K in total assets on its 2025 IRS Form 990-PF. It paid out $26K in qualifying distributions that year, against a required minimum of $22K (roughly 5% of its investment assets).
Where does Hartshorn Charitable FBO J White 140107 operate?
Hartshorn Charitable FBO J White 140107 has awarded grants in Wisconsin.
What is Hartshorn Charitable FBO J White 140107's EIN?
Hartshorn Charitable FBO J White 140107's EIN (Employer Identification Number) is 39-6754553. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Hartshorn Charitable FBO J White 140107 by hand.
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