Nonprofit · EIN 74-6451982
HEFFEL MEMORIAL SCHOLARSHIP TRUST
Tax-exempt · MONONA, WI 53713
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $9,818 | $8,026 | $1,792 | $107,036 | $23,750 | $83,286 |
| December 31, 2024 | 990-PF | $10,669 | $15,104 | -$4,435 | $106,494 | $25,000 | $81,494 |
| December 31, 2023 | 990-PF | $8,166 | $5,871 | $2,295 | $108,066 | $22,137 | $85,929 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $3,003
- Interest
- $56
- Net gain from sales of assets
- $6,744
- Other income
- $15
Expenses
- Grants and similar amounts paid
- $5,000
- Disbursements for charitable purposes
- $7,668
- Excise tax on investment income
- $114
Balance sheet and other
- Total assets, start of year
- $106,494
- Total assets, end of year
- $107,036
- Total liabilities, end of year
- $23,750
- Net assets, end of year
- $83,286
- Fair market value of assets
- $127,099
- Qualifying distributions
- $7,668
- Net investment income
- $9,818
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 |
|---|---|---|---|
| LAKE RIDGE BANK TRUST OFFICER 6430 BRIDGE RD, MONONA, WI 53713 | TRUST OFFICE | 0 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAKE RIDGE BANK TRUST OFFICER 6430 BRIDGE RD, MONONA, WI 53713 | TRUST OFFICE | 0 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dana Allen 420 S 3rd St, Evansville, WI 53536 | NHS Representat | 0 | $0 |
| Aimee Swartwout 420 S 3rd St, Evansville, WI 53536 | EHS Guidance Co | 0 | $0 |
| Kathi Swanson 420 S 3rd St, Evansville, WI 53536 | School Bd Presi | 0 | $0 |
| Steve Eager 420 S 3rd St, Evansville, WI 53536 | Committee Membe | 0 | $0 |
| Brooke Hintze EHS School 420 S 3rd St, Evansville, WI 53536 | Committee Membe | 0 | $0 |
| Linda Gard 420 S 3rd St, Evansville, WI 53536 | Committee Membe | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 6430 BRIDGE RD, MONONA, WI 53713-1846
- In care of
- % UNION BANK & TRUST CO TTEE
- Signed the 990-PF
- LAKE RIDGE BANK TRUST OFFICER, TRUST OFFICER
- Phone
- (608) 826-3575
- Return prepared by
- LUCIDA ADVISORS 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
- 74-6451982
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82I)
- Assets (IRS master file)
- $107,036
- Income (IRS master file)
- $29,051
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $9,818 | $8,026 | $107,036 | IRS |
| 990-PF | December 2024 | $10,669 | $15,104 | $106,494 | IRS |
| 990-PF | December 2023 | $8,166 | $5,871 | $108,066 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 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 74-6451982).
Questions about HEFFEL MEMORIAL SCHOLARSHIP TRUST
- What is the EIN of HEFFEL MEMORIAL SCHOLARSHIP TRUST?
- The employer identification number (EIN) of HEFFEL MEMORIAL SCHOLARSHIP TRUST is 74-6451982.
- Is HEFFEL MEMORIAL SCHOLARSHIP TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to HEFFEL MEMORIAL SCHOLARSHIP TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HEFFEL MEMORIAL SCHOLARSHIP TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HEFFEL MEMORIAL SCHOLARSHIP TRUST 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 HEFFEL MEMORIAL SCHOLARSHIP TRUST 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 HEFFEL MEMORIAL SCHOLARSHIP TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does HEFFEL MEMORIAL SCHOLARSHIP TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $9,818, expenses of $8,026 and total assets of $107,036 at year end.
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