Robert Hartwig Charitable Trust

CHEROKEE, IA EIN: 83-6885183

Robert Hartwig Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHEROKEE, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it awarded 3 grants totaling $45K. Net investment income was $171K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.6M

+4.7% YoY

Annual Giving

$45K

-5.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$15K

-5.7% YoY

Under IRS private-foundation payout rules, Robert Hartwig Charitable Trust reported a distributable amount of $148K for 2024 — the minimum it must pay out in qualifying distributions.

About Robert Hartwig Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Ready to take the next step with Robert Hartwig Charitable Trust?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Iowa $168K (100%)

States

Iowa

Cities

AureliaCherokeePeterson

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,574,885	$2,458,954	$2,478,378
Revenue	$186,994	$59,621	$-18,203
Expenses	$71,063	$79,045	$59,529
Qualifying Distributions	$182,032	$149,977	$106,456
Net Investment Income	$170,995	$37,203	$49,491
Distributable Amount	$147,898	$141,024	$131,129

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

12 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Midwest Christian Services ($22,351), Cherokee Comminity Schools ($11,176), Alta-aurelia Community Schools ($11,176).

Recipient	Purpose	Amount
MIDWEST CHRISTIAN SERVICES PETERSON, IA	PROVIDE A HOME & CHILDREN SERVICES	$22,351
CHEROKEE COMMINITY SCHOOLS CHEROKEE, IA	EDUCATIONAL NEEDS FOR CHILDREN	$11,176
ALTA-AURELIA COMMUNITY SCHOOLS AURELIA, IA	EDUCATIONAL NEEDS FOR CHILDREN	$11,176

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
CHEROKEE STATE BANK	TRUSTEE	2	$18,442

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Robert Hartwig Charitable Trust?

Robert Hartwig Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHEROKEE, IA. It holds $2.6M in total assets as of 2024.

How large is Robert Hartwig Charitable Trust?

As of 2024, Robert Hartwig Charitable Trust holds $2.6M in total assets with $187K in annual revenue. It awarded 3 grants totaling $45K in 2024.

Where does Robert Hartwig Charitable Trust operate?

Robert Hartwig Charitable Trust has awarded grants in Iowa.

What size grants does Robert Hartwig Charitable Trust award?

In 2024, Robert Hartwig Charitable Trust awarded 3 grants totaling $45K — an average of about $15K per grant, based on its IRS Form 990 filings.

How much is Robert Hartwig Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert Hartwig Charitable Trust reported a distributable amount of $148K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Robert Hartwig Charitable Trust's EIN?

Robert Hartwig Charitable Trust's EIN (Employer Identification Number) is 83-6885183. IRS Form 990 filing data is available on this page for 2020–2024.