Mary Hartmann Foundation FY2020 filing

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Organization supports the withers fund, a charitable organization, with general support grants.

Form 990 Part I, line 1, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 37-6024415) · Dispute this line
51¢ of each $1 spent went to programs.
$7K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(4)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Latest return
FY2024
latest Form 990
The latest return is for FY2024, 2 tax years back.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $12K a year · 37% of revenue · last 5 filings
A surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
51%
of spending
51% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$7K
to officers and key staff · 37% of spending
Pay to officers and key staff is 37% of spending.
Part VII, Section A
15.2 mo
of spending, in cash
Plus $557K in investments, Pt X · Ln 11–13
15.2 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Liabilities are 0% of assets.
Pt X · Ln 26
Independent board members
1
of 1 voting members
1 of 1 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$24K
Spent
$19K
To programs
51%
Net assets
$581K
By yearFY2020–FY2024
Revenue
$24K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$24K
FY2021$58K
FY2022$29K
FY2023$26K
FY2024$31K
Expenses
$19K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$19K
FY2021$19K
FY2022$20K
FY2023$24K
FY2024$25K
Net assets
$581K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$581K
FY2021$621K
FY2022$630K
FY2023$632K
FY2024$639K

From the FY2020 Form 990 · see the original

You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 2007.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

51 cents of each dollar spent went to programs.

Program services 51% · $10K Management & general 49% · $9K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

1 person listed on the 990; $7K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
$7,004Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Commerce Trust Company—$7,121$7,360$7,986$7,004
Commerce Trust$7,985————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Mary Hartmann Foundation executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides grants to support a charitable fund.

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1 program · $10K · in their own filed words · FY2020
01

To provide support to the withers fund

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 37-6024415) · Dispute this line
$10Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 5 grants · $56K · 2020–2024
Withers FundFY2024$14,019
Withers FundFY2023$14,392
Withers FundFY2022$9,863
Withers FundFY2021$8,391
Withers FundFY2020$9,609

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$24K
Ln 12
Investment incomeLn 3$24K
Money outPt IX
$19K
Ln 25
Programscol B$10K
Managementcol C$9K
Owns and owesPt X
$581K
net assets · Ln 32
Cash and savingsLn 1–2$24K
Total assetsLn 16$581K
LiabilitiesLn 26$0
PeoplePt VI, VII
1
listed · VII A
PaidVII A1
Voting boardVI 1a1
IndependentVI 1b1
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$24K
Gains on assetsLn 7$10K
Total revenueLn 12$24K
Assets in detailPt X, end of year
SavingsLn 2$24K
Cash and savings togetherLn 1–2$24K
InvestmentsLn 11–13$557K
Total assetsLn 16$581K
LiabilitiesLn 26$0
Net assetsLn 32$581K
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$49K$24K
InvestmentsLn 11–13$526K$557K
Total assetsLn 16$576K$581K
LiabilitiesLn 26$0$0
Net assetsLn 32$576K$581K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$10K$10K
Pay of officers and key staff (Part IX, line 5)Ln 5$9K$9K
All other expensesLn 24e$189$189
Total functional expensesLn 25$19K$10K$9K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS May 15, 2025 $31K$25K$6K$639K 990 PDF
FY2023Filed with the IRS May 10, 2024 $26K$24K$2K$632K 990 PDF
FY2022Filed with the IRS May 4, 2023 $29K$20K$9K$630K 990 PDF
FY2021Filed with the IRS Oct 31, 2022 $58K$19K$40K$621K 990 PDF
FY2020 ViewingFiled with the IRS May 19, 2021 $24K$19K$5K$581K 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2020 990
Part I · Summary $24,070 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenue$0
I-10 Investment incomePrior year $37,544$24,070
I-11 Other revenue$0
I-12 Total revenuePrior year $37,544$24,070
I-13 Grants and similar amounts paidPrior year $11,539$9,609
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $8,753$9,004
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $176$189
I-18 Total expensesPrior year $20,468$18,802
I-19 Revenue less expensesPrior year $17,076$5,268
Part VI · Governance 1 of 1 board members independent, 3 to look at
VI-1a Voting members of the governing body1
VI-1b Independent voting members1
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $24,070 across 3 lines filed
VIII-3 Investment incomeExcluded from tax $13,898$13,898
VIII-7 Net gain or loss on sales of assets$10,172
VIII-12 Total revenueExcluded from tax $13,898$24,070
Part IX · Statement of functional expenses $18,802 across 3 lines filed
IX-1 Grants to domestic organizationsPrograms $9,609$9,609
IX-5 Pay of officers and key staff (Part IX, line 5)Management $9,004$9,004
IX-24e All other expensesManagement $189$189
IX-25 Total functional expensesPrograms $9,609 · Management $9,193 · Fundraising $0$18,802
Part X · Balance sheet $581,239 assets, 7 lines filed
X-2 Savings and temporary cash investmentsStart of year $49,240$23,762
X-11 Publicly traded securitiesStart of year $526,461$557,477
X-16 Total assetsStart of year $575,701$581,239
X-26 Total liabilitiesStart of year $0$0
X-31 Retained earnings or endowment$581,239
X-32 Total net assets or fund balancesStart of year $575,701$581,239
X-33 Total liabilities and net assetsStart of year $575,701$581,239
Part XI · Reconciliation of net assets $581,239 net assets at year end
XI-1 Total revenue$24,070
XI-2 Total expenses$18,802
XI-3 Revenue less expenses$5,268
XI-4 Net assets at start of year$575,701
XI-9 Other changes in net assets$270
XI-10 Net assets at end of year$581,239

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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