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Nonprofit · EIN 99-0686692

DOROTHY M HERKOWSKI BITTERS SCHOLARSHIP FUND INC

Tax-exempt · NEW BERLIN, WI 53151

Financials

$0$02023$950K$48K2024$38K$55K2025
Revenue Expenses · by fiscal year end
Financials of DOROTHY M HERKOWSKI BITTERS SCHOLARSHIP FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$37,554$54,816-$17,262$1,172,936$0$1,172,936
December 31, 2024990-PF$950,078$47,883$902,195$1,029,789$35$1,029,754
December 31, 2023990-PF$0$0$0$0$0$0
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$21,042
Dividends
$12,068
Net gain from sales of assets
$4,444

Expenses

Grants and similar amounts paid
$40,000
Compensation of officers, directors and key employees
$10,443
Disbursements for charitable purposes
$47,944
Excise tax on investment income
$136

Balance sheet and other

Total assets, start of year
$1,029,789
Total assets, end of year
$1,172,936
Total liabilities, end of year
$0
Net assets, end of year
$1,172,936
Fair market value of assets
$1,172,936
Qualifying distributions
$47,944
Net investment income
$16,512

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
JARED HAGENY
9099 E 23RD AVE, DENVER, CO 80238
PRESIDENT0.75$3,481
JAMES HAGENY
13865 W LINFIELD DRIVE, NEW BERLIN, WI 53151
VICE PRESIDENT0.25$3,481
KELLY URBANEK
9099 E 23RD AVE, DENVER, CO 80238
SECRETARY/TREASURER0.25$3,481
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JARED HAGENY
9099 E 23RD AVE, DENVER, CO 80238
PRESIDENT0.75$1,662
JAMES HAGENY
13865 W LINFIELD DRIVE, NEW BERLIN, WI 53151
VICE PRESIDENT0.25$1,662
KELLY URBANEK
9099 E 23RD AVE, DENVER, CO 80238
SECRETARY/TREASURER0.25$1,662
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JARED HAGENY
13865 W LINFIELD DRIVE, NEW BERLIN, WI 53151
PRESIDENT2$0
JAMES HAGENY
13865 W LINFIELD DRIVE, NEW BERLIN, WI 53151
VICE PRESIDENT1$0
KELLY URBANEK
13865 W LINFIELD DRIVE, NEW BERLIN, WI 53151
SECRETARY/TREASURER1$0

Address and contacts

Address (IRS master file)
13865 W LINFIELD DR, NEW BERLIN, WI 53151-6242
Signed the 990-PF
JARED HAGENY, PRESIDENT
Phone
(262) 309-1834
Return prepared by
RITZ HOLMAN LLP

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
99-0686692
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
2024
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$1,172,936
Income (IRS master file)
$69,967

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$37,554$54,816$1,172,936XML
990-PFDecember 2024$950,078$47,883$1,029,789XML
990-PFDecember 2023$0$0$0XML

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 99-0686692).

Questions about DOROTHY M HERKOWSKI BITTERS SCHOLARSHIP FUND INC

What is the EIN of DOROTHY M HERKOWSKI BITTERS SCHOLARSHIP FUND INC?
The employer identification number (EIN) of DOROTHY M HERKOWSKI BITTERS SCHOLARSHIP FUND INC is 99-0686692.
Is DOROTHY M HERKOWSKI BITTERS SCHOLARSHIP FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
Are donations to DOROTHY M HERKOWSKI BITTERS SCHOLARSHIP FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DOROTHY M HERKOWSKI BITTERS SCHOLARSHIP FUND INC file?
Form 990-PF. Private foundations file every year.
When is the next return of DOROTHY M HERKOWSKI BITTERS SCHOLARSHIP FUND INC 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 M HERKOWSKI BITTERS SCHOLARSHIP FUND INC 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 M HERKOWSKI BITTERS SCHOLARSHIP FUND INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $3,481 (JARED HAGENY, PRESIDENT).
How much revenue does DOROTHY M HERKOWSKI BITTERS SCHOLARSHIP FUND INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $37,554, expenses of $54,816 and total assets of $1,172,936 at year end.

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