Nonprofit · EIN 65-6220485
HARTZ FOUNDATION TR
Also known as HARTZ CHARLES & JOY CO-TTEES
Tax-exempt · KEY LARGO, FL 33037
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $37,068 | $56,286 | -$19,218 | $877,168 | $0 | $877,168 |
| June 30, 2024 | 990-PF | $45,519 | $73,314 | -$27,795 | $896,386 | $0 | $896,386 |
| June 30, 2023 | 990-PF | $272,012 | $64,923 | $207,089 | $924,181 | $0 | $924,181 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $38,281
- Net gain from sales of assets
- -$1,222
- Other income
- $9
Expenses
- Grants and similar amounts paid
- $32,500
- Compensation of officers, directors and key employees
- $12,000
- Disbursements for charitable purposes
- $32,500
- Excise tax on investment income
- $397
Balance sheet and other
- Total assets, start of year
- $896,386
- Total assets, end of year
- $877,168
- Total liabilities, end of year
- $0
- Net assets, end of year
- $877,168
- Fair market value of assets
- $912,346
- Qualifying distributions
- $32,500
- Net investment income
- $38,290
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ASHLEY HARTZ 7 EXUMA RD OCEAN REEF CLUB, KEY LARGO, FL 33037 | TRUSTEE | 15 | $12,000 |
| CHARLES M HARTZ 7 EXUMA RD OCEAN REEF CLUB, KEY LARGO, FL 33037 | TRUSTEE | 4 | $0 |
| JOY J HARTZ 7 EXUMA RD OCEAN REEF CLUB, KEY LARGO, FL 33037 | TRUSTEE | 4 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES M HARTZ 7 EXUMA RD OCEAN REEF CLUB, KEY LARGO, FL 33037 | TRUSTEE | 4 | $0 |
| JOY J HARTZ 7 EXUMA RD OCEAN REEF CLUB, KEY LARGO, FL 33037 | TRUSTEE | 4 | $0 |
990-PF for the year ended June 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES M HARTZ 7 EXUMA RD OCEAN REEF CLUB, KEY LARGO, FL 33037 | TRUSTEE | 4 | $0 |
| JOY J HARTZ 7 EXUMA RD OCEAN REEF CLUB, KEY LARGO, FL 33037 | TRUSTEE | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 7 EXUMA ROAD OCEAN REEF CLUB, KEY LARGO, FL 33037-0000
- Signed the 990-PF
- CHARLES M HARTZ, TRUSTEE
- Phone
- (305) 663-6373
- Return prepared by
- CATARINEAU & CATARINEAU LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 65-6220485
- 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
- 1997
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $877,168
- Income (IRS master file)
- $38,290
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $37,068 | $56,286 | $877,168 | XML |
| 990-PF | June 2024 | $45,519 | $73,314 | $896,386 | XML |
| 990-PF | June 2023 | $272,012 | $64,923 | $924,181 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 65-6220485).
Questions about HARTZ FOUNDATION TR
- What is the EIN of HARTZ FOUNDATION TR?
- The employer identification number (EIN) of HARTZ FOUNDATION TR is 65-6220485.
- Is HARTZ FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to HARTZ FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HARTZ FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HARTZ FOUNDATION TR due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HARTZ FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of HARTZ FOUNDATION TR?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 1 received compensation from the organization, the highest $12,000 (ASHLEY HARTZ, TRUSTEE).
- How much revenue does HARTZ FOUNDATION TR have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $37,068, expenses of $56,286 and total assets of $877,168 at year end.
Other nonprofits in KEY LARGO
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- OCEAN REEF FOUNDATION INC EIN 65-0509255 · last filed 990 for 2025
- KIPHART FAMILY FOUNDATION EIN 83-2450434 · last filed 990-PF for 2024
- PENINSULA CHARITIES FOUNDATION II EIN 65-0877197 · last filed 990-PF for 2025
- COSTAS FAMILY FOUNDATION INC EIN 27-0881014 · last filed 990-PF for 2025
- GAYLE J & CHARLES C TALLARDY III FOUNDATION INC EIN 87-3014376 · last filed 990-PF for 2025
- DAVIDSON FAMILY FOUNDATION INC EIN 45-3750142 · last filed 990-PF for 2024
- HARRINGTON FAMILY FOUNDATION EIN 83-0343509 · last filed 990-PF for 2024
All nonprofits in KEY LARGO · Florida · Philanthropy, voluntarism and grantmaking foundations