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Nonprofit · EIN 83-6885183

ROBERT HARTWIG CHARITABLE TR

Tax-exempt · CHEROKEE, IA 51012

Financials

$97K$57K2025
Revenue Expenses · by fiscal year end
Financials of ROBERT HARTWIG CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$97,393$57,197$40,196$2,615,081$0$2,615,081
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$32,772
Interest
$2,324
Net rental income
$33,742
Net gain from sales of assets
$24,107

Expenses

Grants and similar amounts paid
$26,412
Compensation of officers, directors and key employees
$19,173
Disbursements for charitable purposes
$37,319
Excise tax on investment income
$1,077

Balance sheet and other

Total assets, start of year
$2,574,885
Total assets, end of year
$2,615,081
Total liabilities, end of year
$0
Net assets, end of year
$2,615,081
Fair market value of assets
$3,210,290
Qualifying distributions
$120,919
Net investment income
$97,393

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.

NameTitleHours / weekCompensation
CHEROKEE STATE BANK
212 W WILLOW, CHEROKEE, IA 51012
TRUSTEE2$19,173

Address and contacts

Address (IRS master file)
CHEROKEE STATE BANK TRUSTEE, CHEROKEE, IA 51012-0000
In care of
% CHEROKEE STATE BANK TRUSTEE
Signed the 990-PF
CHEROKEE STATE BANK, TRUSTEE
Phone
(712) 225-3000
Return prepared by
BURKHARDT & DAWSON CPAS

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
83-6885183
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
2020
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,615,081
Income (IRS master file)
$195,525

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$59,621$79,045$2,458,954IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about ROBERT HARTWIG CHARITABLE TR

What is the EIN of ROBERT HARTWIG CHARITABLE TR?
The employer identification number (EIN) of ROBERT HARTWIG CHARITABLE TR is 83-6885183.
Is ROBERT HARTWIG CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to ROBERT HARTWIG CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROBERT HARTWIG CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT HARTWIG CHARITABLE TR 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 ROBERT HARTWIG CHARITABLE TR 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 ROBERT HARTWIG CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $19,173 (CHEROKEE STATE BANK, TRUSTEE).
How much revenue does ROBERT HARTWIG CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $97,393, expenses of $57,197 and total assets of $2,615,081 at year end.

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