ROBERT HARTWIG CHARITABLE TRUST
https://N/ATotal Given 2021–2023
$123K
9 grants · $41K avg/year
based on 3 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$12K
typical small grants · $10K–$18K
grant size
100%
deep partner · 3/3 multi-year
repeat
$2.7M
Assets · 2021
3
Distinct recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
JARED KOCH
Phone
7122253000
Deadlines
MAY 1ST
How to Apply
GRANT APPLICATIONS PROVIDED BY TRUSTEE
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 SCHHOLS LOCATED WITH 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 A RECIPIENT OF THE FUNDS WILL BE SELECTED BASED ON ACADEMIC ABILITY, CITIZENSHIP AND NEED.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | N/A | $2.6M | $87K | N/A |
| 2021 | $36K | $2.7M | $98K | 3 |
| 2022 | $39K | $2.8M | $-18K | 3 |
| 2023 | $47K | $2.9M | $60K | 3 |
Grant Size Distribution
Based on 9 grants on record
Minimum
$9K
25th Pctl
$10K
Median
$12K
Average
$14K
75th Pctl
$18K
Maximum
$24K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| CHEROKEE STATE BANK | TRUSTEE | $16K |
Grants Awarded (9 total)
| Recipient | Location | Amount | Purpose | Year |
|---|---|---|---|---|
| MIDWEST CHRISTIAN SERVICES | PETERSON, IA | $23,694 | PROVIDE A HOME & CHILDREN SERVICES | 2023 |
| MIDWEST CHRISTIAN SERVICES | PETERSON, IA | $19,582 | PROVIDE A HOME & CHILDREN SERVICES | 2022 |
| MIDWEST CHRISTIAN SERVICES | PETERSON, IA | $18,144 | PROVIDE A HOME & CHILDREN SERVICES | 2021 |
| CHEROKEE COMMINITY SCHOOLS | CHEROKEE, IA | $11,847 | EDUCATIONAL NEEDS FOR CHILDREN | 2023 |
| ALTA-AURELIA COMMUNITY SCHOOLS | AURELIA, IA | $11,847 | EDUCATIONAL NEEDS FOR CHILDREN | 2023 |
| ALTA-AURELIA COMMUNITY SCHOOLS | AURELIA, IA | $9,791 | EDUCATIONAL NEEDS FOR CHILDREN | 2022 |
| CHEROKEE COMMINITY SCHOOLS | CHEROKEE, IA | $9,791 | EDUCATIONAL NEEDS FOR CHILDREN | 2022 |
| CHEROKEE COMMINITY SCHOOLS | CHEROKEE, IA | $9,072 | EDUCATIONAL NEEDS FOR CHILDREN | 2021 |
| ALTA-AURELIA COMMUNITY SCHOOLS | AURELIA, IA | $9,072 | EDUCATIONAL NEEDS FOR CHILDREN | 2021 |