Nonprofit · EIN 27-4134025
DOROTHY J KLOFTA EDUCATION FOUNDATION
Tax-exempt (reinstated) · HILTON HEAD, SC 29926
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $219,449 | $67,650 | $151,799 | $2,035,295 | $0 | $2,035,295 |
| December 31, 2024 | 990-PF | $198,376 | $76,750 | $121,626 | $1,972,311 | $0 | $1,972,311 |
| December 31, 2023 | 990-PF | $54,614 | $73,300 | -$18,686 | $1,812,579 | $0 | $1,812,579 |
| December 31, 2022 | 990-PF | $311,491 | $69,768 | $241,723 | $1,724,310 | $0 | $1,724,310 |
| December 31, 2021 | 990-PF | $31,485 | $69,657 | -$38,172 | $1,655,945 | $0 | $1,655,945 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $30,237
- Interest
- $11
- Other income
- $189,201
Expenses
- Grants and similar amounts paid
- $43,000
- Compensation of officers, directors and key employees
- $22,200
- Disbursements for charitable purposes
- $50,387
- Excise tax on investment income
- $2,810
Balance sheet and other
- Total assets, start of year
- $1,972,311
- Total assets, end of year
- $2,035,295
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,035,295
- Qualifying distributions
- $50,387
- Net investment income
- $219,449
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Guenter E Bergmann 54 Broad Pointe Drive, Hilton Head Island, SC 29926 | Trustee | 2 | $22,200 |
| Lori Bergmann 54 Broad Pointe Drive, Hilton Head Island, SC 29926 | Vice President | 1 | $0 |
| Anna Bergmann 501 Brazos Street Apt 2415, Austin, TX 78701 | Secretary | 1 | $0 |
| Guenter S Bergmann 10212 Stellar Cove, Austin, TX 78739 | Treasurer | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Guenter E Bergmann 54 Broad Pointe Drive, Hilton Head Island, SC 29926 | Trustee | 0 | $21,650 |
| Lori Bergmann 54 Broad Pointe Drive, Hilton Head Island, SC 29926 | Vice President | 0 | $0 |
| Anna Bergmann 501 Brazos Street Apt 2415, Austin, TX 78701 | Secretary | 0 | $0 |
| Guenter S Bergmann 10212 Stellar Cove, Austin, TX 78739 | Treasurer | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Guenter E Bergmann 54 Broad Pointe, Hilton Head Island, SC 29926 | President | 0 | $21,000 |
| Lori Bergmann 54 Broad Pointe, Hilton Head Island, SC 29926 | Vice President | 0 | $0 |
| Anna Bergmann 501 Brazos Street Apt 2415, Austin, TX 78701 | Secretary | 0 | $0 |
| Guenter S Bergmann 10212 Stellar Cove, Austin, TX 78739 | Treasurer | 0 | $0 |
990-PF for the year ended December 31, 2022: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Guenter E Bergmann 54 Broad Pointe, Hilton Head Island, SC 29926 | President | 0 | $20,100 |
| Lori Bergmann 54 Broad Pointe, Hilton Head Island, SC 29926 | Vice President | 0 | $0 |
| Anna Bergmann 501 Brazos Street Apt 2415, Austin, TX 78701 | Secretary | 0 | $0 |
| Guenter S Bergmann 10212 Stellar Cove, Austin, TX 78739 | Treasurer | 0 | $0 |
990-PF for the year ended December 31, 2021: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Guenter E Bergmann 54 Broad Pointe, Hilton Head Island, SC 29926 | President | 0 | $17,600 |
| Lori Bergmann 54 Broad Pointe, Hilton Head Island, SC 29926 | Vice President | 0 | $0 |
| Eleanore Bergmann 54 Broad Pointe, Hilton Head Island, SC 29926 | Secretary | 0 | $0 |
| Anna M Bermann 3964 Haines St, San Diego, CA 92109 | Treasurer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 54 BROAD POINTE DR, HILTON HEAD, SC 29926-2377
- Signed the 990-PF
- Guenter E Bergmann, Trustee
- Phone
- (843) 298-4922
- Return prepared by
- CORNERSTONE CPA SOLUTIONS LLC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-4134025
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $2,035,295
- Income (IRS master file)
- $219,449
Revocation and reinstatement
- Exemption revoked
- May 15, 2016
- Posted by the IRS
- August 8, 2016
- Reinstated
- Effective May 15, 2016
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $219,449 | $67,650 | $2,035,295 | XML |
| 990-PF | December 2024 | $198,376 | $76,750 | $1,972,311 | XML |
| 990-PF | December 2023 | $54,614 | $73,300 | $1,812,579 | XML |
| 990-PF | December 2022 | $311,491 | $69,768 | $1,724,310 | XML |
| 990-PF | December 2021 | $31,485 | $69,657 | $1,655,945 | XML |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 27-4134025).
Questions about DOROTHY J KLOFTA EDUCATION FOUNDATION
- What is the EIN of DOROTHY J KLOFTA EDUCATION FOUNDATION?
- The employer identification number (EIN) of DOROTHY J KLOFTA EDUCATION FOUNDATION is 27-4134025.
- Is DOROTHY J KLOFTA EDUCATION FOUNDATION tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2016 and reinstated it effective May 15, 2016.
- Are donations to DOROTHY J KLOFTA EDUCATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DOROTHY J KLOFTA EDUCATION FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DOROTHY J KLOFTA EDUCATION FOUNDATION 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 J KLOFTA EDUCATION FOUNDATION 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 J KLOFTA EDUCATION FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $22,200 (Guenter E Bergmann, Trustee).
- How much revenue does DOROTHY J KLOFTA EDUCATION FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $219,449, expenses of $67,650 and total assets of $2,035,295 at year end.
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