Nonprofit · EIN 39-6767185
HARTIG CHARITABLE FOUNDATION TR 061 702
Tax-exempt · DUBUQUE, IA 52001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $145,400 | $406,736 | -$261,336 | $132,274 | $0 | $132,274 |
| December 31, 2024 | 990-PF | $30,502 | $22,403 | $8,099 | $393,610 | $0 | $393,610 |
| December 31, 2023 | 990-PF | -$6,561 | $19,083 | -$25,644 | $385,459 | $0 | $385,459 |
| December 31, 2022 | 990-PF (amended) | $17,226 | $8,360 | $8,866 | $411,137 | $0 | $411,137 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $100,000
- Dividends
- $6,382
- Interest
- $732
- Net gain from sales of assets
- $38,286
Expenses
- Grants and similar amounts paid
- $403,013
- Compensation of officers, directors and key employees
- $2,721
- Disbursements for charitable purposes
- $403,263
- Excise tax on investment income
- $593
Balance sheet and other
- Total assets, start of year
- $393,610
- Total assets, end of year
- $132,274
- Total liabilities, end of year
- $0
- Net assets, end of year
- $132,274
- Fair market value of assets
- $134,766
- Qualifying distributions
- $403,263
- Net investment income
- $45,400
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDWESTONE BANK 895 MAIN ST, DUBUQUE, IA 52001 | TRUSTEE | 5 | $2,721 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDWESTONE BANK 895 MAIN ST, DUBUQUE, IA 52001 | TRUSTEE | 0 | $2,178 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDWESTONE BANK 895 MAIN ST, DUBUQUE, IA 52001 | TRUSTEE | 0 | $1,938 |
990-PF for the year ended December 31, 2022: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDWESTONE BANK 895 MAIN ST, DUBUQUE, IA 52001 | TRUSTEE | 0 | $1,892 |
Address and contacts
- Address (IRS master file)
- 895 MAIN ST, DUBUQUE, IA 52001-6852
- In care of
- % AMERICAN TRUST & SAVINGS BANK
- Signed the 990-PF
- GEROGE A DAVIS, TRUSTEE
- Phone
- (563) 585-9400
- Return prepared by
- HONKAMP PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-6767185
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $132,274
- Income (IRS master file)
- $254,595
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $145,400 | $406,736 | $132,274 | IRS |
| 990-PF | December 2024 | $30,502 | $22,403 | $393,610 | IRS |
| 990-PF | December 2023 | -$6,561 | $19,083 | $385,459 | XML |
| 990-PF | December 2022 | $17,226 | $8,360 | $411,137 | XML |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-6767185).
Questions about HARTIG CHARITABLE FOUNDATION TR 061 702
- What is the EIN of HARTIG CHARITABLE FOUNDATION TR 061 702?
- The employer identification number (EIN) of HARTIG CHARITABLE FOUNDATION TR 061 702 is 39-6767185.
- Is HARTIG CHARITABLE FOUNDATION TR 061 702 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to HARTIG CHARITABLE FOUNDATION TR 061 702 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HARTIG CHARITABLE FOUNDATION TR 061 702 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HARTIG CHARITABLE FOUNDATION TR 061 702 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HARTIG CHARITABLE FOUNDATION TR 061 702 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HARTIG CHARITABLE FOUNDATION TR 061 702?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,721 (MIDWESTONE BANK, TRUSTEE).
- How much revenue does HARTIG CHARITABLE FOUNDATION TR 061 702 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $145,400, expenses of $406,736 and total assets of $132,274 at year end.
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