Barbara and Robert Hartwell Family Foundation
Nonprofit profile at a glance
- EIN
- 834667099
- IRS 990-PF coverage
- 2019–2025
- Forms available
- Form 990-PF 2025
- Location
- Ann Arbor, MI, USA
- Phone
- 7349457585
- Rating
- 81
- Verdict
- STRONG
- Rating confidence
- Standard
- Sector
- Private Grantmaking Foundations
Reported finances
- Revenue
- $1,884
- Expenses
- $771
Source: IRS Form 990-PF. Selected filing: tax year 2025. Amounts in USD.
Overview
Mission
Private Grantmaking Foundations
What it reported funding in 2025
The foundation reported 4 filed grant rows totaling $421. The stated grant purposes included assistance to help in animal care., assistance with literacy, and medical assistance, plus 1 other reported purpose.
Operating model
- Revenue model
- Donor-supported. 97% of the foundation's positive operating resources came from contributions.
- Distribution model
- Grant intermediary. The foundation distributed 100% of its reported charitable disbursements as grants.
The verdict
STRONG - A large share of available resources goes to charitable grants and the filing identifies who received its grants. A relatively small share of spending goes to grants and some filed totals do not add up.
Rating breakdown
- Grant Deployment: 100
- Cost Efficiency: 55
- Transparency: 100
- Compliance: 60
- Endowment Health: 83
Detailed rating inputs
Grant Deployment
- Grant deployment ratio: 100%; rating input score 100; 33rd percentile among comparable filings
Cost Efficiency
- Grant expense ratio: 54.6%; rating input score 55; 55th percentile among comparable filings
Transparency
- Grant recipient disclosure: Yes; rating input score 100
Compliance
- Foundation activity disclosures: 10 of 19 controls in place; rating input score 53
- Property sale or exchange with a disqualified person: Missing
- Borrowing from or lending to a disqualified person: Missing
- Goods, services, or facilities involving a disqualified person: Missing
- Compensation paid to a disqualified person: Missing
- Assets transferred to a disqualified person: Missing
- Payment to a government official: Missing
- Uncorrected prior self-dealing: Missing
- Prior-year undistributed income: Pass
- Excess business holdings: Pass
- Investments that may jeopardize charitable purposes: Pass
- Uncorrected prior-year jeopardizing investments: Pass
- Attempt to influence legislation: Pass
- Attempt to influence an election: Pass
- Individual grants for travel, study or similar purposes: Pass
- Grants outside qualifying charitable organization categories: Pass
- Spending for a noncharitable purpose: Pass
- Funds received for a personal-benefit contract: Missing
- Premiums paid on a personal-benefit contract: Missing
- Prohibited tax-shelter transaction: Pass
- Filing consistency checks: 6; rating input score 67
Endowment Health
- Endowment-health comparison: 14.72; rating input score 83; 83rd percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Grants: 100% of grant recipient detail disclosed
- Payout: At least 100% grant deployment rate
- Trustees: Filed trustees detail
- Self-dealing: 100% of reviewed questions answered “No”
- Investments: 83th percentile for endowment coverage
- Consistency: 6 of 9 current checks pass · 3 findings to review
- Filing history: 7 filing years from 2019 to 2025
- Contacts: How to reach this organization
- Money network: 4 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Cost Efficiency: Grant expense ratio scored 55/100.
- Moderate — Transparency & Controls: Assets equal liabilities and net assets did not reconcile in the filed values.
- Moderate — Transparency & Controls: Balance sheet boy total did not reconcile in the filed values.
- Moderate — Transparency & Controls: Balance sheet eoy total did not reconcile in the filed values.