Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
HARTMANN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1651 AMERICAN PACIFIC DR 16301
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HENDERSON, NV89074
A Employer identification number

81-4675261
B Telephone number (see instructions)

(217) 398-8874
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$417,021J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 11,391 11,391  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 24,555
b Gross sales price for all assets on line 6a 57,892
7 Capital gain net income (from Part IV, line 2)... 24,555
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
16 16  
12 Total. Add lines 1 through 11........ 35,962 35,962  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
850 850 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,273 2,273   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
474 367   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15 15    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,612 3,505 0 0
25 Contributions, gifts, grants paid....... 46,000 46,000
26 Total expenses and disbursements. Add lines 24 and 25 49,612 3,505 0 46,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -13,650
b Net investment income (if negative, enter -0-) 32,457
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 7,367 11,799 11,799
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 48,052 Click to see attachment
List of Attached Documents:
// Content
53,332 		50,009
b Investments—corporate stock (attach schedule)....... 217,917 Click to see attachment
List of Attached Documents:
// Content
189,031 		299,844
c Investments—corporate bonds (attach schedule)....... 52,735 Click to see attachment
List of Attached Documents:
// Content
58,293 		55,369
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 326,071 312,455 417,021
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 326,071 312,455
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 326,071 312,455
30 Total liabilities and net assets/fund balances (see instructions). 326,071 312,455
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
326,071
2
Enter amount from Part I, line 27a .....................
2
-13,650
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
95
4
Add lines 1, 2, and 3 ..........................
4
312,516
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
61
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
312,455
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 1. ADOBE INC   2023-03-27 2024-12-19
b 5. ALPHABET INC   2017-07-10 2024-12-19
c 13. ALTRIA GROUP INC   2020-01-31 2024-01-11
d 13. AMAZON.COM INC   2017-07-10 2024-01-11
e 5. AMAZON.COM INC   2017-07-10 2024-12-19
1. AMGEN, INC.   2017-07-10 2024-12-19
14. APPLE COMPUTER INC.   2017-07-10 2024-01-11
4. APPLE COMPUTER INC.   2017-07-10 2024-12-19
1. APPLIED MATERIALS   2018-12-14 2024-01-11
6. APPLIED MATERIALS   2018-12-14 2024-12-19
1. BERKSHIRE HATHAWAY INC   2017-07-10 2024-01-11
2. BERKSHIRE HATHAWAY INC   2017-07-10 2024-12-19
15. BORGWARNER INC   2021-03-12 2024-01-11
12. BRISTOL MYERS SQUIBB CO.   2020-06-05 2024-01-11
4. BROADCOM INC   2021-11-16 2024-12-19
5. CANADIAN PACIFIC KANSAS CITY LIM   2021-12-23 2024-01-11
7. CHEVRONTEXACO CORP   2017-07-10 2024-12-19
32. CISCO SYSTEMS, INC.   2019-07-09 2024-12-02
21. CITIGROUP INC   2018-01-08 2024-01-11
2. COLGATE PALMOLIVE CO   2021-03-17 2024-01-11
9. COLGATE PALMOLIVE CO   2021-03-17 2024-12-19
4. CONSTELLATION ENERGY CORP   2018-01-08 2024-12-19
1. COSTCO WHOLESALE CORPORATION   2023-03-27 2024-10-02
6. CROWN CASTLE INC   2017-07-10 2024-12-19
1. CUMMINS INC   2019-05-29 2024-01-11
1. CUMMINS INC   2018-08-31 2024-12-19
59.484 DFA US INTERNATIONAL CORE EQUITY I   2017-07-10 2024-01-11
1. DANAHER CORP.   2017-07-10 2024-12-19
11. DISNEY   2022-08-26 2024-01-11
8. EOG RES INC COM   2019-05-29 2024-12-02
1. EXPEDITORS INTERNATIONAL OF WASHINGTON I   2017-07-10 2024-12-19
1. EXXON MOBIL CORP   2017-07-10 2024-12-19
7. META PLATFORMS INC   2022-05-18 2024-01-11
1. META PLATFORMS INC   2017-07-10 2024-11-19
2. META PLATFORMS INC   2017-07-10 2024-12-19
1. FISERV INC   2020-08-27 2024-01-11
4. FISERV INC   2020-08-27 2024-12-19
3. GENERAL DYNAMICS CORPORATION   2017-07-10 2024-11-25
10. GLOBE LIFE INC   2021-10-05 2024-12-02
20. BLACKROCK RUSSELL 2000 ETF   2019-05-29 2024-01-11
4. J P MORGAN CHASE & CO   2017-07-10 2024-12-19
7. JOHNSON & JOHNSON   2017-07-10 2024-12-19
2. LABCORP HOLDINGS INC COM SHS   2023-07-31 2024-12-19
1. LABORATORY CORP AMERICAN HOLDINGS   2020-01-31 2024-01-11
2. LEIDOS HOLDINGS INC   2020-03-11 2024-01-11
3. LOWES COS., INC.   2017-07-10 2024-12-19
2. MASTERCARD INCORPORATED   2017-07-10 2024-12-19
2. MICROSOFT CORPORATION   2017-07-10 2024-12-19
4. NIKE INC   2022-03-25 2024-12-19
5. NUCOR CORP   2017-07-10 2024-01-11
2. NUCOR CORP   2017-07-10 2024-12-19
1. PEPSICO   2017-07-10 2024-01-11
14. PFIZER, INC.   2017-07-10 2024-01-11
1. PROCTER & GAMBLE   2017-07-10 2024-01-11
3. PROCTER & GAMBLE   2017-07-10 2024-12-19
1. QUALCOMM INC   2021-03-17 2024-01-11
5. QUALCOMM INC   2021-03-17 2024-12-19
2. RAYTHEON TECHNOLOGIES CORP   2022-03-24 2024-12-19
6. SCHLUMBERGER LTD   2017-07-10 2024-01-11
12. STARBUCKS CORP   2017-07-10 2024-12-02
1. TARGET CORP   2017-07-19 2024-01-11
9. TARGET CORP   2017-07-19 2024-12-13
1. THERMO FISHER SCIENTIFIC INC   2019-10-10 2024-01-11
12. VENTAS INC (REIT)   2018-03-28 2024-01-11
8.024 VANGUARD SMALL CAP INDEX FUND ADMIRAL SH   2020-04-21 2024-01-11
31. PARAMOUNT GLOBAL   2021-06-16 2024-01-11
4. JOHNSON CONTROLS INTERNATIONAL PLC   2021-02-12 2024-12-19
9. MEDTRONIC PLC   2022-03-25 2024-01-11
4. NVENT ELECTRIC PLC   2018-06-21 2024-01-11
13. NVENT ELECTRIC PLC   2018-06-21 2024-06-20
6. PENTAIR PLC   2017-07-10 2024-01-11
5. WILLIS TOWERS WATSON   2020-02-21 2024-01-11
1. LYONDELLBASELL INDUSTRIES NV   2017-07-10 2024-01-11
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 443   374 69
b 956   232 724
c 538   569 -31
d 2,018   648 1,370
e 1,122   249 873
260   172 88
2,598   508 2,090
1,000   145 855
151   33 118
971   197 774
364   171 193
900   342 558
510   656 -146
603   719 -116
881   227 654
385   357 28
992   722 270
1,900   1,307 593
1,090   1,430 -340
161   152 9
840   674 166
907   130 777
878   494 384
548   595 -47
237   158 79
351   142 209
900   782 118
228   73 155
985   1,234 -249
1,051   731 320
113   57 56
105   80 25
2,591   1,523 1,068
557   153 404
1,204   307 897
136   99 37
813   283 530
844   603 241
1,104   816 288
3,868   2,818 1,050
932   374 558
1,007   925 82
454   364 90
222   150 72
218   196 22
736   232 504
1,049   246 803
877   140 737
308   535 -227
839   296 543
232   118 114
166   115 51
398   444 -46
151   88 63
510   263 247
138   134 4
752   490 262
231   203 28
293   393 -100
1,216   695 521
142   54 88
1,208   487 721
547   281 266
578   725 -147
800   461 339
411   1,011 -600
315   214 101
783   892 -109
225   109 116
1,019   347 672
424   267 157
1,236   1,042 194
94   84 10
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
      3,278
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       69
b       724
c       -31
d       1,370
e       873
      88
      2,090
      855
      118
      774
      193
      558
      -146
      -116
      654
      28
      270
      593
      -340
      9
      166
      777
      384
      -47
      79
      209
      118
      155
      -249
      320
      56
      25
      1,068
      404
      897
      37
      530
      241
      288
      1,050
      558
      82
      90
      72
      22
      504
      803
      737
      -227
      543
      114
      51
      -46
      63
      247
      4
      262
      28
      -100
      521
      88
      721
      266
      -147
      339
      -600
      101
      -109
      116
      672
      157
      194
      10
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 24,555
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 451
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 451
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 451
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a  
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 451
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowSARAH SUNG YOON HARTMANN Telephone no.right arrow (217) 398-8874

Located atright arrow710 W PARK AVENUECHAMPAIGNIL ZIP+4right arrow61820
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
QUESNELL JACOB HARTMANN PRESIDENT
12 		0    
107 N ELM ST APT 104
CHAMPAIGN,IL618203962
SARAH SUNG YOON HARTMANN SECRETARY/TREASURER
12 		0    
710 W PARK AVENUE
CHAMPAIGN,IL618203904
ERICKA CAROLE HENDRIX DIRECTOR
50 		0    
2703 24TH STREET
LUBBOCK,TX79410
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
416,408
b
Average of monthly cash balances.......................
1b
5,031
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
421,439
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
421,439
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
6,322
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
415,117
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
20,756
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
20,756
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
451
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
451
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
20,305
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
20,305
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
20,305
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
46,000
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
46,000
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 20,305
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 16,161
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 46,000
a Applied to 2023, but not more than line 2a 16,161
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 20,305
e Remaining amount distributed out of corpus 9,534
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 9,534
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		9,534
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 9,534
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

UNIVERSITY OF ILLINOIS FOUNDATION

1305 WEST GREEN STREET
URBANA,IL61801 		N/A PUBLIC CHEX FAMILY PROGRAM FUND 10,000

COURAGE CONNECTION

508 E CHURCH ST
CHAMPAIGN,IL61820 		N/A PUBLIC GENERAL OPERATING SUPPORT 3,000

DREAAM HOUSE

403 S WRIGHT ST
CHAMPAIGN,IL61820 		N/A PUBLIC GENERAL OPERATING SUPPORT 1,000

SPRING INITIATIVE

PO BOX 1759
CLARKSDALES,MS38614 		N/A PUBLIC GENERAL OPERATING SUPPORT 3,000

DOCTORS WITHOUT BORDERS USA

PO BOX 5030
HAGERSTOWN,MD21741 		N/A PUBLIC GENERAL OPERATING SUPPORT 1,000

CHAMPAIGN COUNTY FOREST PRESERVE
DISTRICT
109 S LAKE OF THE WOODS ROAD
MAHOMET,IL61853 		N/A PUBLIC GENERAL OPERATING SUPPORT 2,000

St Judes Children's Hospital

501 ST JUDE PL
Memphis,TN38105 		N/A PUBLIC GENERAL OPERATING SUPPORT 4,000

Wounded Warriors

PO BOX 758516
Topeka,KS666758516 		N/A PUBLIC GENERAL OPERATING SUPPORT 3,000

Alzheimers Association

225 N MICHIGAN AVE FL 17
Chicago,IL60601 		N/A PUBLIC GENERAL OPERATING SUPPORT 10,000

Empty Tomb

301 N 4TH STREET
Champaign,IL61820 		N/A PUBLIC GENERAL OPERATING SUPPORT 1,000

Shriners Hospital

PO BOX 947765
Atlanta,GA30394 		N/A PUBLIC GENERAL OPERATING SUPPORT 3,000

Eastern Illinois Foodbank

2405 N SHORE DRIVE
Urbana,IL61802 		N/A PUBLIC GENERAL OPERATING SUPPORT 3,000

Springfield Ronald McDonald House

610 N 7TH STREET
Springfield,IL62702 		N/A PUBLIC GENERAL OPERATING SUPPORT 2,000
Total .................................right arrow 3a 46,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 11,391  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 24,555  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   35,962  
13Total. Add line 12, columns (b), (d), and (e)..................
13
35,962
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
HARTMANN FAMILY FOUNDATION
EIN:
81-4675261
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 850 850    

TY 2024 InvestmentsCorpBondsSchedule
Name:
HARTMANN FAMILY FOUNDATION
EIN:
81-4675261
Name of Bond End of Year Book Value End of Year Fair Market Value
VANGUARD EMERGING MARKET BOND 12,794 11,774
VANGUARD ST CORPORATE BOND IND 25,137 24,651
VANGUARD INTERMEDIATE TERM COR 20,362 18,944

TY 2024 InvestmentsCorpStockSchedule
Name:
HARTMANN FAMILY FOUNDATION
EIN:
81-4675261
Name of Stock End of Year Book Value End of Year Fair Market Value
AQR TM EMERGING MULTI-STYLE FU 11,063 11,125
LSV SMALL CAP VALUE FUND INSTI 3,528 4,488
ALPHABET INC 1,622 6,665
ALTRIA GROUP INC    
AMAZON COM INC 1,496 6,582
AMERICAN CENTURY MID CAP VALUE 10,885 10,869
AMGEN INC 1,033 1,564
APPLE INC 1,888 13,022
APPLIED MATERIALS 360 1,789
BECTON DICKINSON AND CO 791 907
BERKSHIRE HATHAWAY INC 1,369 3,626
BORGWARNER INC 134 95
BRISTOL MYERS SQUIBB CO 447 452
BROADCOM 2,047 8,346
CBRE GROUP INC 635 1,969
CIGNA CORP 817 1,381
CANADIAN PACIFIC RAILWAY LTD 1,214 1,230
CHEVRON CORP 309 435
CISCO SYSTEMS INC    
CITIGROUP INC 588 634
COLGATE PALMOLIVE CO 810 1,000
CONSOLIDATED EDISON INC 701 892
CROWN CASTLE INTERNATIONAL COR 396 363
CUMMINS INC 981 1,743
DFA US INTERNATIONAL CORE EQUI 23,652 28,284
DFA US EMERGING MARKETS SMALL 9,514 10,567
DANAHER CORPORATION 439 1,377
WALT DISNEY CO 870 1,225
DISCOVER FINANCIAL SERVICES 614 1,906
EOG RES INC    
AMERICAN FUNDS EUROPACIFIC GRO 16,292 17,151
EXELON CORP 867 1,280
EXPEDITORS INTERNATIONAL OF WA 457 886
EXXON MOBIL CORP 931 1,291
META PLATFORMS INC 1,226 4,684
FISERV INC 553 1,849
GMO INTERNATIONAL DEVELOPED EQ 16,106 18,100
GENERAL DYNAMICS CORP 565 790
GLOBE LIFE INC    
GOLDMAN SACHS GROUP INC 651 1,718
BLACKROCK ISHARES RUSSELL ETF    
JP MORGAN CHASE & CO 1,121 2,877
JOHNSON & JOHNSON 1,315 1,446
LABORATORY CORP AMERICAN HOLDI 543 1,147
LEIDOS HOLDINGS INC 1,230 1,585
LOWES COS INC 464 1,481
KENSINGTON NORTH AMERICAN PIPE    
MASTERCARD INCORPORATED 615 2,633
MICROSOFT CORP 2,240 13,488
NIKE INC 1,166 1,135
NUCOR CORP 397 817
ORACLE CORP 895 3,000
PEPSICO INC 1,497 1,977
PFIZER INC 824 690
PHILIP MORRIS INTL INC 1,303 1,926
PROCTOR & GAMBLE CO 613 1,174
CONGRESS MID CAP GROWTH FUND I 11,207 11,602
QUALCOMM INC 646 1,690
RAYTHEON TECHNOLOGIES CORP 1,130 1,736
SCHLUMBERGER LTD 2,139 1,610
CHARLES SCHWAB CORP 479 814
STARBUCKS CORP    
TARGET CORP    
THERMO FISCHER SCIENTIFIC INC 753 1,561
VALERO ENERGY CORPORATION 560 981
VENTAS INC 51 59
VANGUARD SMALL CAP INDEX ADMIR 10,458 21,449
PARAMOUNT GLOBAL    
VIRTUS KAR INTERNATIONAL SMALL 4,777 6,130
WILLIAM BLAIR EMERGING MKTS SM 9,982 13,644
ACCENTURE PLC 869 2,463
JOHNSON CONTROLS INTERNATIONAL 791 1,421
LINDE PLC 1,269 2,093
MEDTRONIC PLC 696 639
NVENT ELECTRIC PLC 407 1,159
PENTAIR PLC 355 805
WILLIS TOWERS WATSON    
LYONDELLBASELL INDUSTRIES NV 997 891
ADOBE INC 1,050 1,334
CONSTELLATION ENERGY CORP 224 1,566
NVIDIA CORP COM 928 6,715
COSTCO WHOLESALE CORPORATION    
LULULEMON ATHLETICA INC 1,169 1,147
JACKSON SQUARE NORTH AMERICAN 6,603 11,386
NOVO NORDISK AS 616 516
ZEBRA TECHNOLOGIES CORP 801 772

TY 2024 InvestmentsGovtObligationsSch
Name:
HARTMANN FAMILY FOUNDATION
EIN:
81-4675261
US Government Securities - End of Year Book Value:

53,332
US Government Securities - End of Year Fair Market Value:

50,009
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2024 OtherDecreasesSchedule
Name:
HARTMANN FAMILY FOUNDATION
EIN:
81-4675261
Description Amount
ROUNDING 5
TRANSACTIONS AFTER PERIOD 56


TY 2024 OtherExpensesSchedule
Name:
HARTMANN FAMILY FOUNDATION
EIN:
81-4675261
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 15 15   0


TY 2024 OtherIncomeSchedule2
Name:
HARTMANN FAMILY FOUNDATION
EIN:
81-4675261
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER REVENUE 16 16  


TY 2024 OtherIncreasesSchedule
Name:
HARTMANN FAMILY FOUNDATION
EIN:
81-4675261
Description Amount
TRADES POSTED FOR PRIOR PERIOD 0
TRANSACTIONS FOR PRIOR PERIOD 95


TY 2024 OtherProfessionalFeesSchedule
Name:
HARTMANN FAMILY FOUNDATION
EIN:
81-4675261
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 2,273 2,273    


TY 2024 TaxesSchedule
Name:
HARTMANN FAMILY FOUNDATION
EIN:
81-4675261
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 28 28   0
FEDERAL TAX PAYMENT - PRIOR YE 107 0   0
FOREIGN TAXES ON QUALIFIED FOR 261 261   0
FOREIGN TAXES ON NONQUALIFIED 78 78   0