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Nonprofit · EIN 20-6554064

DOROTHY E BIGELOW CHARITABLE TR

Also known as ELDRED STEVEN M TTEE

Tax-exempt · BELOIT, WI 53511

Financials

$101K$131K2025
Revenue Expenses · by fiscal year end
Financials of DOROTHY E BIGELOW CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$100,510$131,111-$30,601$424,363$0$424,363
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$42,685
Net gain from sales of assets
$57,825

Expenses

Grants and similar amounts paid
$112,500
Compensation of officers, directors and key employees
$10,422
Disbursements for charitable purposes
$125,090
Excise tax on investment income
$1,374

Balance sheet and other

Total assets, start of year
$454,996
Total assets, end of year
$424,363
Total liabilities, end of year
$0
Net assets, end of year
$424,363
Fair market value of assets
$1,434,102
Qualifying distributions
$125,090
Net investment income
$100,510

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Steve Eldred
2336 Boulder Lane, Beloit, WI 53511
Trustee1$10,422

Address and contacts

Address (IRS master file)
345 E GRAND AVE, BELOIT, WI 53511-6226
In care of
% STEVEN M ELDRED
Signed the 990-PF
FRAN D SORENSON, Trust Officer
Phone
(608) 363-8115
Return prepared by
FIRST NATIONAL BANK AND TRUST CO

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-6554064
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2006
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$424,363
Income (IRS master file)
$149,185

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$36,018$21,476$467,796IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about DOROTHY E BIGELOW CHARITABLE TR

What is the EIN of DOROTHY E BIGELOW CHARITABLE TR?
The employer identification number (EIN) of DOROTHY E BIGELOW CHARITABLE TR is 20-6554064.
Is DOROTHY E BIGELOW CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to DOROTHY E BIGELOW CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DOROTHY E BIGELOW CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of DOROTHY E BIGELOW CHARITABLE TR due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DOROTHY E BIGELOW CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of DOROTHY E BIGELOW CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $10,422 (Steve Eldred, Trustee).
How much revenue does DOROTHY E BIGELOW CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $100,510, expenses of $131,111 and total assets of $424,363 at year end.

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