Private Foundation · IA · Private Independent Foundations
Robert Hartwig Charitable Tr
Cherokee, IA · EIN 836885183 · Website (ProPublica) ↗ · 990s on ProPublica ↗
Assets
$2.6M
Total Giving
$123K
Grants on File
9
Average Grant
$14K
Giving Radius
Where Robert Hartwig Charitable Tr Has Given
Section I
How to Apply
Grant applications provided by trustee
On Unsolicited Proposals yes
Restrictions
15% of the net income of the trust shall be distributed annually to Midwest Christian Services. 15% of the net income of the trust shall be distributed annually to one or more public schools located within the Cherokee Community School District or the former Aurelia Community School District. The remaining 70% of the net income of the trust shall be used for student loans to eligible seniors in the pursuit of their higher education. The trustee is also refinancing current student loans for eligible students. An eligible student shall reside in the Cherokee Community School District as defined at the time of graduation or the former Aurelia School District as defined as the Aurelia School District prior to its merger with the Alta School District. Students who are to be recipients of the funds will be selected based on academic ability, citizenship, and need.
Section IV
Recent Grants
| Recipient | Amount | Year |
|---|---|---|
| Aurelia, IA | $9K | 2021 |
| Peterson, IA | $18K | 2021 |
| Cherokee, IA | $9K | 2021 |
| Cherokee, IA | $12K | 2023 |
| Peterson, IA | $24K | 2023 |
| Aurelia, IA | $12K | 2023 |
| Cherokee, IA | $10K | 2022 |
| Aurelia, IA | $10K | 2022 |
| Peterson, IA | $20K | 2022 |
9 grants total
Section VI
Filing History
Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.
| Year | Total Assets | Qualifying Distributions | Total Revenue | Total Expenses |
|---|---|---|---|---|
| 2023 | $2.5M | $141K | $60K | $79K |
| 2022 | $2.5M | $131K | $-18,203 | $60K |
| 2021 | $2.6M | $131K | $98K | $59K |
| 2020 | $2.5M | $124K | $87K | $20K |
| 2019 | $2.4M | $8K | $2.4M | — |
Section VII
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