The Barbara McDowell and Gerald S Hartman Foundation Inc

Private foundation · Grantmaker Falls Church, VA EIN: 27-0411226

The Barbara McDowell and Gerald S Hartman Foundation Inc is a private foundation, based in Falls Church, VA. IRS filing data is available from 2019 through 2025. In 2025, it awarded 2 grants totaling $685K. Net investment income was $6K.

Key facts about The Barbara McDowell and Gerald S Hartman Foundation Inc

In short: The Barbara McDowell and Gerald S Hartman Foundation Inc gave $685K across 2 grants in 2025 (avg $343K), mostly in Nebraska. Source: 2025 IRS Form 990-PF.

EIN
27-0411226
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$685,280
Grants made (2025)
2
Average grant
$342,640
Median grant
$342,640
Primary geography
Nebraska (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$685K

+448.2% YoY

Grant Count

2

-60.0% YoY

Avg Grant Size

$343K

+1270.6% YoY

Under IRS private-foundation payout rules, The Barbara McDowell and Gerald S Hartman Foundation Inc reported a distributable amount of $15K for 2025 — the minimum it must pay out in qualifying distributions.

How The Barbara McDowell and Gerald S Hartman Foundation Inc gives

  • Giving grew 174% from 2022 to 2025. Method
  • In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Open Grants

1 open opportunity from The Barbara McDowell and Gerald S Hartman Foundation Inc

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

12states

Share of 2025 grant dollars across all 2 itemized grants.

Cities

WashingtonNew YorkHelenaAustinChicagoOaklandOmahaAlbanyBrooklineRaleighSan FranciscoSeattleSt. PaulEugene

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K5 grants2019 4 grants2020 5 grants2021 5 grants2022 5 grants2023 5 grants2024 2 grants2025

From 2019 to 2025, annual grant giving ranged from $125K (2023) to $685K (2025). In 2025 it made 2 grants totaling $685K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

DAF Giving 360: $685K across 2 grantsDAF Giving 360$685K · 2 grants

The largest 2025 recipient was DAF Giving 360 ($685K across 2 grants).

Grant Size Distribution

22 grants across all recorded years

11<$50K10$50–100K$100–250K$250–500K1$500K–1M$1–5M$5M+

The most common grant size was under $50K: 11 grants of 22 (50%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
DAF Giving 360 Omaha, NEOur mission is to increase charitable giving in the U.S. We do this by providing a tax-smart and simple giving solution of a donor-advised fund (DAF) account and related philanthropic tools and guidance that empower donors to incorporate planning into their everyday lives.$672,509
DAF Giving 360 Omaha, NEOur mission is to increase charitable giving in the U.S. We do this by providing a tax-smart and simple giving solution of a donor-advised fund (DAF) account and related philanthropic tools and guidance that empower donors to incorporate planning into their everyday lives.$12,771

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$250K$500K$750K$1M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets—$510,951$566,632
Revenue$121,355$145,695$109,821
Expenses$754,391$226,376$203,289
Qualifying Distributions$753,588$218,864$195,088
Net Investment Income$5,734$60,924$43,359
Distributable Amount$15,415$60,069$37,238

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS February 7, 2020)
  2. Updated Form 990-PF for fiscal year 2024 (received by the IRS February 28, 2025)
  3. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

The Barbara McDowell and Gerald S Hartman Foundation Inc is led by Gerald S. Hartman, President on every filing since 2019; none of the 12 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Gerald S. Hartman

    President

    On filings since 2019

    No compensation reported

  • Laura Shores

    Director

    On filings since 2022

    No compensation reported

  • Andrew Rosen

    Director

    On filings since 2023

    No compensation reported

  • Dana Foster

    Director

    On filings since 2023

    No compensation reported

  • Jeffrey Gutman

    Director

    On filings since 2023

    No compensation reported

  • Doug Koff

    Director

    On filings since 2024

    No compensation reported

  • Kenya Davis

    Director

    On filings since 2024

    No compensation reported

  • Rachel Cherington

    Director

    On filings since 2024

    No compensation reported

  • Deborah Shefler

    Secretary

    Director → Secretary, 2024

    On filings since 2022

    No compensation reported

  • Joshua Hauser

    Treasurer

    Director → Treasurer, 2024

    On filings since 2022

    No compensation reported

  • William O'Reilly

    Vice Chair

    Treasurer → Vice Chair, 2024

    On filings since 2022

    No compensation reported

  • Peggy Zwisler

    Vice Chair

    On filings since 2024

    No compensation reported

Former officers (14)
  • Former: Margaret Zwisler (2022–2023) — Vice Chair
  • Former: Brett Rogers (2022) — Secretary
  • Former: Edward Krugman (2022) — Director
  • Former: Elizabeth McCallum (2022) — Director
  • Former: Jennifer Giordano (2022) — Director
  • Former: David Feiner (2019–2021) — Director
  • Former: Deborah Chiumento (2019–2021) — Director
  • Former: Douglas H. Hallward-Driemeier (2019–2021) — Director
  • Former: Greg Castanias (2019–2021) — Director
  • Former: Hayley Maclean Coker (2019–2021) — Director
  • Former: Jeffrey Lamken (2019–2021) — Director
  • Former: Mark Feiner (2019–2021) — Secretary
  • Former: Rebecca McCullough Tarneja (2019–2021) — Director
  • Former: Sarah Barringer Gordon (2019–2021) — Director

Data from IRS Form 990 filings, 2019–2025. "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 The Barbara McDowell and Gerald S Hartman Foundation Inc

How much does The Barbara McDowell and Gerald S Hartman Foundation Inc give each year?

The Barbara McDowell and Gerald S Hartman Foundation Inc gave $685K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $125K across 5 grants.

Where does The Barbara McDowell and Gerald S Hartman Foundation Inc operate?

The Barbara McDowell and Gerald S Hartman Foundation Inc has awarded grants in California, District of Columbia, Illinois, Massachusetts, Minnesota, Montana, North Carolina, Nebraska, New York, Oregon, Texas, Washington.

How much is The Barbara McDowell and Gerald S Hartman Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, The Barbara McDowell and Gerald S Hartman Foundation Inc reported a distributable amount of $15K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Barbara McDowell and Gerald S Hartman Foundation Inc's EIN?

The Barbara McDowell and Gerald S Hartman Foundation Inc's EIN (Employer Identification Number) is 27-0411226. IRS Form 990 filing data is available on this page for 2019–2025.

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

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