Robert and Mary Jo Hartwig Family Foundation Inc
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.
Ready to take the next step with Robert and Mary Jo Hartwig Family Foundation Inc?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
The largest 2024 recipient was Rogers Memorial Hospital Foundation Inc ($20K).
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Rogers Memorial Hospital Foundation Inc Oconomowoc, WI | New Clinic Fund | $20,196 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 30, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 2, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 7, 2025)
- 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.
Here's the math on researching Robert and Mary Jo Hartwig Family Foundation Inc by hand.
Explore Open Grants
Browse active grant opportunities in Robert and Mary Jo Hartwig Family Foundation Inc's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Dudley Foundation Inc
Wausau, WI
The Dudley Foundation supports community development and programs that enrich lives, including arts and culture, education, youth, and community services, prioritizing Wausau, then Marathon County and Wisconsin; it says it does not fund requests outside Wisconsin. Its application guidance describes grants of $1,000–$25,000, with a 2025 median award of $5,000, and it accepts applications from eligible 501(c)(3) nonprofits through its website on quarterly deadlines; applicants seeking $10,000 or more should contact the foundation before applying.
Assets
$10.4M
Grants
37
Total Given
$362K
Incrediblebank Foundation Inc
Wausau, WI
The foundation funds education, human services, community and economic development, food access, and other local needs in select communities in Wisconsin, Michigan, and Florida. Its 2025 grants ranged from $500 to $83,333, with a median of $9,500. It accepts applications: request an application from the bank and submit project or program details and an anticipated budget; deadlines vary throughout the year.
Assets
$232K
Grants
24
Total Given
$308K
Judd S Alexander Foundation
Wausau, WI
The Judd S. Alexander Foundation supports economic development, arts and culture, education, recreation, and youth, children, and human services, generally for projects benefiting Marathon County residents. Its 2025 grants ranged from $1,000 to $750,000, with a median of $18,500. It accepts unsolicited proposals year-round from eligible nonprofits.
Assets
$68.3M
Grants
33
Total Given
$1.8M
Michael D Andreas Foundation
Otsego, MI
Assets
$7.1M
Grants
2
Total Given
$600K
Robert W & Eileen E Hesse Memorial
Saginaw, MI
Assets
$938K
Grants
4
Total Given
$65K
Reeder Pansy Lee Tuw
Chicago, IL
The foundation supports charitable organizations with general-purpose grants, giving about $6,000–$18,000 per grant (median roughly $12,000). Its giving is concentrated in Michigan, with smaller amounts going to Florida, New York, and Oklahoma. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$2.3M
Grants
10
Total Given
$117K
Brayton Foundation
Dyersburg, TN
Assets
$140K
Grants
11
Total Given
$5K
The Duggan-Horne Foundation
Moultrie, GA
The Duggan-Horne Foundation supports charitable organizations and local institutions in Georgia. Its 2025 grants ranged from $400 to $10,000, with a median of $1,000. It does not accept unsolicited requests and gives only to preselected organizations.
Assets
$1.1M
Grants
14
Total Given
$37K
The Wallace Family Foundation Inc
Salisbury, NC
The Wallace Family Foundation supports education, arts and theater, scholarships, community services, religion, and other local needs, with nearly all 2024 grant dollars going to North Carolina. Its grants ranged from $100 to $300,000, with a median of $2,000; it accepts written requests from organizations and lists September 1–30 as the submission window.
Assets
$5.5M
Grants
20
Total Given
$364K
Ba & Esther Greenheck Foundation
Wausau, WI
The foundation funds arts, education, health, economic development, and social development projects in North Central/Central Wisconsin. Its 2024 grants ranged from $500 to $334,000, with a median of $15,000; it offers online applications for both smaller and larger grants, so it accepts unsolicited requests.
Assets
$72.7M
Grants
77
Total Given
$2.2M
The Hall-Perrine Foundation
Cedar Rapids, IA
The Hall-Perrine Foundation primarily funds capital projects and may consider new, distinctive program projects with lasting community value; its 2025 grants ranged from $2,000 to $750,000, with a median of $260,000. It funds eligible 501(c)(3) public nonprofits in Linn County, Iowa; prospective applicants are asked to make a preliminary inquiry, and program requests should begin with a letter of inquiry.
Assets
$143.8M
Grants
21
Total Given
$5.6M
Clarksville-Montgomery County Community Health Foundation Inc
Clarksville, TN
The Clarksville-Montgomery County Community Health Foundation funds one-year charitable, educational, and scientific projects that improve community health, including work addressing health behaviors, clinical care, the built environment, and social and economic factors. Its 2024 grants ranged from $15,000 to $557,400, with a median of $60,000, for projects benefiting Clarksville and Montgomery County, nearby Northern Middle Tennessee counties, and Fort Campbell, Kentucky. Unsolicited requests are not specifically addressed; applicants must first discuss their proposal with the Grants Manager.
Assets
$87.1M
Grants
22
Total Given
$2.7M
More Funders in Wisconsin
Robert and Mary Jo Hartwig Family Foundation Inc down — hundreds of funders to go?