BARBARA AND ROBERT HARTWELL FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: BARBARA AND ROBERT HARTWELL FAMILY FOUNDATION (EIN 83-4667099)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-04-13
IRS object ID: 202611039349101101
Schema version: 2025v4.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Depreciation Schedule
Investments Corp Stock Schedule
Legal Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-04-13T09:28:53-05:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	HRB TAX GROUP INC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3601 B WASHTENAW AVE	AddressLine1Txt
City	ANN ARBOR	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48104	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	834667099	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BARBARA AND ROBERT HARTWELL FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% STEPHEN HARTWELL	InCareOfNm
Business Name Control	BARB	BusinessNameControlTxt
Phone	7349457585	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5693 E SILO RIDGE DR	AddressLine1Txt
City	ANN ARBOR	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48108	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	STEPHEN HARTWELL	PersonNm
Person Title	CHIEF EXECUTIVE	PersonTitleTxt
Phone	7349457585	PhoneNum
Signature	2026-03-28	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Claude Mack	PreparerPersonNm
PTIN	P00651134	PTIN
Phone	7349715030	PhoneNum

Field	Value	IRS element (for citing)
Tax	2025	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$6,419	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$1,835	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$49	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$49	DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm	$344	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$0	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$1,884	TotalRevAndExpnssAmt
Total Net Invst Incm	$393	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss	$350	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$350	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$421	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$421	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$771	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$421	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$1,113	ExcessRevenueOverExpensesAmt
Net Investment Income	$393	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$1,835	CashBOYAmt
Cash EOY	$1,463	CashEOYAmt
Cash EOYFMV	$1,463	CashEOYFMVAmt
Corporate Stock BOY	$4,233	CorporateStockBOYAmt
Corporate Stock EOY	$4,734	CorporateStockEOYAmt
Corporate Stock EOYFMV	$4,956	CorporateStockEOYFMVAmt
Total Assets BOY	$6,068	TotalAssetsBOYAmt
Total Assets EOY	$6,197	TotalAssetsEOYAmt
Total Assets EOYFMV	$6,419	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Tot Net Ast Or Fund Balances BOY	$0	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$0	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$2,197	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$0	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$0	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$1,113	ExcessRevenueOverExpensesAmt
Subtotal	$1,113	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$1,113	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Field	Value	IRS element (for citing)
Capital Gain Net Income	$344	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$5	InvestmentIncomeExciseTaxAmt
Subtotal	$5	SubtotalAmt
Tax Based On Investment Income	$5	TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$0	TotalPaymentsAndCreditsAmt
Tax Due	$5	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	false	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	false	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	false	ComplyWithPublicInspRqrInd
Website Address	None	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	STEPHEN HARTWELL	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7349457585	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	5693 E SILO RIDGE DR	AddressLine1Txt
City	ANN ARBR	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48108	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Proceeds Or Net Income	false	ProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
STEPHEN HARTWELL
5693 E SILO RIDGE DR	ANN ARBOR	MI	48108	CHIEF EXECUTIVE	0	$0	$0	$0
KATHELEEN HARTWELL KING
315 HOLMES	YPSILANTI	MI	48198	PRO TEMPORE CEO	0	$0	$0	$0
RICHARD HARTWELL
71 WOODBRIDGE DR	DOYLESTOWN	PA	18901	BOARD MEMBER	0	$0	$0	$0
THOMAS HARTWELL
102 COZY WAY	NAPA	CA	94558	BOARD MEMBER	0	$0	$0	$0

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$4,120	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,000	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$5,120	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$5,120	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$77	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$5,043	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$252	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$252	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$5	TaxBasedOnInvestmentIncomeAmt
Total Tax	$5	TotalTaxAmt
Distributable Before Adj	$247	DistributableBeforeAdjAmt
Distributable Before Ded	$247	DistributableBeforeDedAmt
Distributable As Adjusted	$247	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$421	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$421	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$247	DistributableAsAdjustedAmt
Prior Year1	2023	PriorYear1Yr
Prior Year2	2022	PriorYear2Yr
Prior Year3	2021	PriorYear3Yr
Qualifying Distributions	$421	QualifyingDistributionsAmt
Applied To Current Year	$247	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$174	RemainingDistriFromCorpusAmt
Total Corpus	$174	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$174	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$174	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
HUMANE SOCIETY HURON VALLEY
3100 CHERRY HILL ROAD	ANN ARBOR	MI	48105	NC	NC	ASSISTANCE TO HELP IN ANIMAL CARE.	$117
GBWASHTENAW LITERACY
577 WHITTAKER RD	YPSILANTI	MI	48197	NC	NC	ASSISTANCE WITH LITERACY	$104
DOCTORSWITHOUTBORDERS
40 RECTOR STREET 16TH FLOOR	NEW YORK	NY	10006	NC	NC	MEDICAL ASSISTANCE	$100
FEEDING AMERICA
161 NORTH CLARK ST SUITE 700	CHICAGO	IL	60601	NC	NC	FOOD ASSISTANCE	$100

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$421	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp
Int On Sav And Temp Cash Invst		IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$49	UnrelatedBusinessTaxblIncmAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Income		OtherInvestmentIncomeGrp
Gain Sales Ast Oth Than Invntry		GainSalesAstOthThanInvntryGrp
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$49	UnrelatedBusinessTaxblIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,884	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
STOCKS	$571	$2,622
ETPS	$2,052	$2,111
CORE ACCOUNT	$1,676	$28
MUTUAL FUNDS	$241	$1
OTHER	$194	$194

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	HR BLOCK	CategoryTxt
Legal Fees	$350	LegalFeesAmt