Robert and Mary Jo Hartwig Family Foundation Inc

Private foundation · Grantmaker Wausau, WI EIN: 42-1507930

Robert and Mary Jo Hartwig Family Foundation Inc is a private foundation, based in Wausau, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $196K in total assets. In 2024, it awarded 1 grant totaling $20K. Net investment income was $9K.

Key facts about Robert and Mary Jo Hartwig Family Foundation Inc

In short: Robert and Mary Jo Hartwig Family Foundation Inc gave $20K across 1 grant in 2024 (avg $20K), mostly in Wisconsin. Source: 2024 IRS Form 990-PF.

EIN
42-1507930
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$20,196
Grants made (2024)
1
Average grant
$20,196
Median grant
$20,196
Total assets
$195,737
Primary geography
Wisconsin (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated October 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$196K

-6.2% YoY

Annual Giving

$20K

Grant Count

1

Avg Grant Size

$20K

Under IRS private-foundation payout rules, Robert and Mary Jo Hartwig Family Foundation Inc reported a distributable amount of $12K for 2024 — the minimum it must pay out in qualifying distributions.

How Robert and Mary Jo Hartwig Family Foundation Inc gives

  • Giving grew 39% from 2021 to 2024. Method
  • In 2024 it paid out 186% 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

2states

Share of the 2024 grant dollars on its one itemized grant.

Cities

WausauOconomowocTucson

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K5 grants2020 6 grants2021 8 grants2022 0 grants2023 1 grant2024

From 2020 to 2024, annual grant giving ranged from $9K (2022) to $20K (2024). In 2024 it made 1 grant totaling $20K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2024

Rogers Memorial Hospital Foundation Inc: $20KRogers Memorial HospitalFoundation Inc$20K

The largest 2024 recipient was Rogers Memorial Hospital Foundation Inc ($20K).

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 20 grants of 20 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Rogers Memorial Hospital Foundation Inc Oconomowoc, WINew Clinic Fund$20,196

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$195,737$208,623$202,334
Revenue$13,239$10,147$-883
Expenses$26,125$3,858$12,876
Qualifying Distributions$21,796$675$9,522
Net Investment Income$8,896$6,829$950
Distributable Amount$11,698$10,978$11,293

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 5, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS June 10, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS October 30, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS July 2, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 7, 2025)
  6. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Robert and Mary Jo Hartwig Family Foundation Inc's 2024 filing lists 4 officers; none of the 4 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Daniel G. Hartwig

    Director

    On filings since 2020

    0.2 hrs/week

    No compensation reported

  • James J. Hartwig

    Director

    On filings since 2020

    0.2 hrs/week

    No compensation reported

  • Linda J. Hartwig

    Director

    On filings since 2020

    0.2 hrs/week

    No compensation reported

  • Mary E. Hartwig

    Director

    On filings since 2020

    0.2 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Robert and Mary Jo Hartwig Family Foundation Inc

How much does Robert and Mary Jo Hartwig Family Foundation Inc give each year?

Robert and Mary Jo Hartwig Family Foundation Inc gave $20K across 1 grant in 2024, according to its 2024 IRS Form 990-PF.

How large is Robert and Mary Jo Hartwig Family Foundation Inc?

Robert and Mary Jo Hartwig Family Foundation Inc reported $196K in total assets on its 2024 IRS Form 990-PF. It paid out $22K in qualifying distributions that year, against a required minimum of $12K (roughly 5% of its investment assets).

Where does Robert and Mary Jo Hartwig Family Foundation Inc operate?

Robert and Mary Jo Hartwig Family Foundation Inc has awarded grants in Arizona, Wisconsin.

What is Robert and Mary Jo Hartwig Family Foundation Inc's EIN?

Robert and Mary Jo Hartwig Family Foundation Inc's EIN (Employer Identification Number) is 42-1507930. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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