Dorothy J Klofta Education

HILTON HEAD ISLAND, SC EIN: 27-4134025

Dorothy J Klofta Education is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HILTON HEAD ISLAND, SC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 1 grants totaling $46K. Net investment income was $160K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.0M

+8.8% YoY

Annual Giving

$46K

+3.4% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$46K

+3.4% YoY

About Dorothy J Klofta Education

Based on IRS filings

Dorothy J Klofta Education is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HILTON HEAD ISLAND, SC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 1 grants totaling $46K. Net investment income was $160K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Milwaukee

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$114K$227K$341K$454K20202021202220232024
Metric202420232022
Total Assets$1,972,311$1,812,579$1,724,310
Revenue$198,376$54,614$311,491
Expenses$76,750$73,300$69,768
Qualifying Distributions$58,112$55,481$45,820
Net Investment Income$159,938$3,595$62,879
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$11K$23K$34K$46K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Marquette University Sch…$46K

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Marquette University School of Nurs ($45,500).

RecipientPurposeAmount
Marquette University School of Nurs Milwaukee, WIScholarship Award$45,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Guenter E BergmannTrustee$22K

From 2024 filing

NameTitleHoursCompensation
Guenter E BergmannTrustee$21,650
Lori BergmannVice President
Anna BergmannSecretary
Guenter S BergmannTreasurer

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Dorothy J Klofta Education?

Dorothy J Klofta Education is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HILTON HEAD ISLAND, SC. It holds $2.0M in total assets as of 2024.

How large is Dorothy J Klofta Education?

As of 2024, Dorothy J Klofta Education holds $2.0M in total assets with $198K in annual revenue. It awarded 1 grants totaling $46K in 2024.

Where does Dorothy J Klofta Education operate?

Dorothy J Klofta Education has awarded grants in Wisconsin.

What size grants does Dorothy J Klofta Education award?

In 2024, Dorothy J Klofta Education awarded 1 grants totaling $46K — an average of about $46K per grant, based on its IRS Form 990 filings.

What is Dorothy J Klofta Education's EIN?

Dorothy J Klofta Education's EIN (Employer Identification Number) is 27-4134025. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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