Cause IQ organization profile

Hartwig Family Foundation

Form 990s | Financials | Vendors | Peers

Hartwig Family Foundation is a private foundation based in Appleton, WI that was founded in 2000. As of 2017 they had $6.6 million in revenue and $8.6 million in assets.

EIN:

39-1977500

City:

Appleton

State:

Wisconsin

Founded:

2000

Type:

501(c)(3)

NTEE:

T20: Private foundations

Revenue:

$6,600,798

Assets:

$8,688,175

Fiscal year end:

June

Revenue trends:

Asset trends:

Form 990s for Hartwig Family Foundation

Fiscal year ending	Date received by IRS	Form	PDF link
2018-06	Jun 21, 2019	990PF	View PDF
2017-06	Jan 18, 2018	990PF	View PDF
2016-06	Jul 7, 2017	990PF	View PDF
2015-06	Dec 3, 2015	990PF	View PDF
2014-06	Jan 6, 2015	990PF	View PDF
...and two more Form 990 PDFs

Financials for Hartwig Family Foundation

Field	2017	2016	% Change
Total grants, contributions, etc.	$6,001,850	$201,264	2882.1%
Investment income and dividends	$117,885	$83,560	41.1%
Net rental income	$0	$0
Net gain from sale of non-inventory assets	$481,063	$18,529	2496.3%
Gross sales of inventory	$0	$0
Miscellaneous revenues	$0	$0
Total revenues	$6,600,798	$303,353	2075.9%

Field	2017	2016	% Change
Compensation of current officers, etc.	$0	$0
Non-officer salaries and wages	$0	$0
Pension/retirement accruals and contributions	$0	$0
Legal fees	$0	$0
Accounting fees	$0	$0
Other fee-for-service	$14,967	$13,121	14.1%
Interest	$0	$0
Depreciation, amortization, etc.	$0	$0
Occupancy	$0	$0
Travel	$0	$0
Office expenses
Grants to all govts., orgs., and individuals	$210,000	$200,000	5%
All other expenses	$4,682	$1,840	154.5%
Total expenses	$229,649	$214,961	6.8%

Field	2017	2016	% Change
Cash (non-interest-bearing)	$180,098	$157,154	14.6%
Savings, short-term investments, etc.	$0	$0
Accounts receivable	$0	$0
Pledges and grants receivable	$0	$0
Loans receivable from officers, directors, etc.	$0	$0
Notes and loans receivable	$0	$0
Inventories for use	$0	$0
Prepaid expenses and deferred charges	$0	$0
Investments in government obligations	$0	$0
Investments in corporate stock	$5,159,929	$1,528,383	237.6%
Investments in corporate bonds	$3,348,148	$2,229,789	50.2%
Investments in land, buildings, and equipment	$0	$0
Investments in mortgage loans	$0	$0
Other types of investments	$0	$0
Buildings, equipment, etc. post-depreciation	$0	$0
Other assets	$0	$0
Total assets	$8,688,175	$3,915,326	121.9%

Field	2017	2016
Accounts payable and accrued expenses	$0	$0
Grants payable	$0	$0
Deferred revenue	$0	$0
Loans payable to officers and disqualified persons	$0	$0
Secured mortgages and notes payable to unrelated third parties	$0	$0
Other liabilities	$0	$0
Total liabilities	$0	$0

Field	2017	2016
Unrestricted net assets	$0	$0
Temporarily restricted net assets	$0	$0
Permanently restricted net assets	$0	$0

Vendors for Hartwig Family Foundation

Vendor	Services	Amount paid	Date
Baker Tilly Virchow Krause LLP	Tax accounting		2017-11-13

Peer private foundations

	Name	Type	Revenue	Location
1	Longview Foundation	501(c)(3)	$4.0 million	Milwaukee, WI
2	Elmwood Foundation	501(c)(3)	$3.3 million	La Crosse, WI
3	Reiman Foundation	501(c)(3)	$14 million	Pewaukee, WI
4	American Family Insurance Dreams Foundation	501(c)(3)	$11 million	Madison, WI
5	Bierman Family Foundation	501(c)(3)	$2.8 million	Merrill, WI
6	The Brookhill Foundation	501(c)(3)	$3.8 million	Milwaukee, WI
7	Marcus Family Charitable Trust	501(c)(3)	$3.3 million	Milwaukee, WI
8	Priebe Family Foundation	501(c)(3)	$1.8 million	Milwaukee, WI
9	Engelke Family Foundation	501(c)(3)	$2.4 million	Madison, WI
10	New Jci Foundation	501(c)(3)	$6.6 million	Milwaukee, WI
11	A O Smith Foundation	501(c)(3)	$1.9 million	Milwaukee, WI
12	Richard J Resch Foundation	501(c)(3)	$31 million	Green Bay, WI
13	Green Bay Packers Foundation	501(c)(3)	$3.2 million	Green Bay, WI
14	Menasha Corporation Foundation	501(c)(3)	$2.8 million	Neenah, WI
15	Vine and Branches Foundation	501(c)(3)	$2.1 million	Brookfield, WI
16	Patty and Jay Baker Foundation	501(c)(3)	$20 million	Milwaukee, WI
17	HF Foundation	501(c)(3)	$1.7 million	Hartland, WI
18	Johnson Controls Foundation	501(c)(3)	$30 million	Milwaukee, WI
19	George Kress Foundation	501(c)(3)	$7.0 million	Green Bay, WI
20	Integrity Trust	501(c)(3)	$2.9 million	Altoona, WI
21	Craig and Leola Culver Foundation	501(c)(3)	$1.9 million	Prairie Du Sac, WI
22	Theodore W. Batterman Family Foundation	501(c)(3)	$3.8 million	Milwaukee, WI
23	Jerry A and Kathleen A Grundhofer Family	501(c)(3)	$2.6 million	Milwaukee, WI
24	Robert and Adele Schiff Family Foundation	501(c)(3)	$17 million	Milwaukee, WI
25	MRB Foundation	501(c)(3)	$2.0 million	Lake Geneva, WI

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Cause IQ organization profile

Hartwig Family Foundation

Form 990s for Hartwig Family Foundation

Financials for Hartwig Family Foundation

Vendors for Hartwig Family Foundation

Peer private foundations

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