Dorothy M Herkowski Bitters Scholarship
Dorothy M Herkowski Bitters Scholarship is a private foundation focused on Education, based in New Berlin, WI. IRS filing data is available from 2023 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 1 grant totaling $40K. Net investment income was $10K.
Dorothy M Herkowski Bitters Scholarship at a glance
In short: Dorothy M Herkowski Bitters Scholarship gave $40K across 1 grant in 2025 (avg $40K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $40,000
- +0.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $40,000
- +0.0% vs 2024
- Median grant
- $40,000
- Total assets
- $1,172,936
- +13.9% vs 2024
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Dorothy M Herkowski Bitters Scholarship funds
How this funder distributes its grants
Grant Size Distribution
2 grants across all recorded years
The most common grant size was under $50K: 2 grants of 2 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Dorothy M Herkowski Bitters Scholarship gives
- In 2025 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2024 to 2025, annual grant giving ranged from $40K (2024) to $40K (2025). In 2025 it made 1 grant totaling $40K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $40,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,172,936 | $37,554 | $54,816 | $40,000 | 1 | $47,944 | $9,790 | $52,865 |
| 2024 | $1,029,789 | $950,078 | $47,883 | $40,000 | 1 | $45,057 | $7,209 | $34,330 |
Under IRS private-foundation payout rules, Dorothy M Herkowski Bitters Scholarship reported a distributable amount of $53K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Dorothy M Herkowski Bitters Scholarship is led by Jared Hageny, President on every filing since 2023; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Jared Hageny
President
On filings since 2023
0.8 hrs/week
$2K (2024) → $3K (2025)
James Hageny
Vice President
On filings since 2023
0.3 hrs/week
$2K (2024) → $3K (2025)
Kelly Urbanek
Secretary & Treasurer
On filings since 2023
0.3 hrs/week
$2K (2024) → $3K (2025)
Data from IRS Form 990 filings, 2023–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $3K, to Jared Hageny (President). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Dorothy M Herkowski Bitters Scholarship
How much does Dorothy M Herkowski Bitters Scholarship give each year?
Dorothy M Herkowski Bitters Scholarship gave $40K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $40K across 1 grant.
How large is Dorothy M Herkowski Bitters Scholarship?
Dorothy M Herkowski Bitters Scholarship reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $48K in qualifying distributions that year, against a required minimum of $53K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Dorothy M Herkowski Bitters Scholarship?
Dorothy M Herkowski Bitters Scholarship is a private foundation focused on Education, based in New Berlin, WI. It holds $1.2M in total assets as of 2025.
Where does Dorothy M Herkowski Bitters Scholarship operate?
Dorothy M Herkowski Bitters Scholarship has awarded grants in Wisconsin.
What is Dorothy M Herkowski Bitters Scholarship's EIN?
Dorothy M Herkowski Bitters Scholarship's EIN (Employer Identification Number) is 99-0686692. IRS Form 990 filing data is available on this page for 2023–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 29, 2026)
- IRS filings on file for fiscal years 2023–2024
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