Hatfield Family Scholarship Fund 020209

Private foundation · Grantmaker Beloit, WI EIN: 20-3811979

Hatfield Family Scholarship Fund 020209 is a private foundation based in Beloit, Wisconsin. Its stated purpose is to provide scholarships to graduates of Belmont H who seek education beyond the high school level.

Key facts about Hatfield Family Scholarship Fund 020209

In short: Hatfield Family Scholarship Fund 020209 gave $40K across 15 grants in 2025 (avg $3K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.

EIN
20-3811979
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$40,300
Grants made (2025)
15
Average grant
$2,687
Median grant
$2,750
Total assets
$1,279,405
Primary geography
Wisconsin (100% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The funder states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2025; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.3M

+2.8% YoY

Annual Giving

$40K

-23.1% YoY

Grant Count

15

-11.8% YoY

Avg Grant Size

$3K

-12.8% YoY

Under IRS private-foundation payout rules, Hatfield Family Scholarship Fund 020209 reported a distributable amount of $75K for 2025 — the minimum it must pay out in qualifying distributions.

How Hatfield Family Scholarship Fund 020209 gives

  • Giving grew 75% from 2022 to 2025. Method
  • In 2025 it paid out 74% 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.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The funder’s stated purpose is to provide scholarships to Belmont H graduates pursuing education beyond high school. Its 2025 grants were described as being for “further education beyond.”

Grantmaking

In 2025, the funder gave 15 grants totaling $40,300. Grants ranged from $1,800 to $2,750, with a median of $2,750. Twelve listed grants were $2,750 each.

How to Apply

The funder states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. It also states that under Wisconsin law it is not required to file as a charitable organization, but does not solicit contributions. No application materials or application process are specified.

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Geographic Focus

Where this funder awards grants

All grant dollars reported for 2025 went to recipients in Wisconsin. The funder’s stated scholarship purpose concerns graduates of Belmont H.

Grant Distribution by State

3states

Share of 2025 grant dollars across all 15 itemized grants.

Cities

BelmontPlattevilleDarlingtonAmesBoca RatonCuba CityDubuqueFennimoreLa CrosseMineral PointShullsburgWhitewater

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K18 grants2022 8 grants2023 17 grants2024 15 grants2025

From 2022 to 2025, annual grant giving ranged from $11K (2023) to $52K (2024). In 2025 it made 15 grants totaling $40K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Hannah Burgess: $3KHannah Burgess$3KTucker Kettler: $3KTucker Kettler$3KKaci Riechers: $3KKaci Riechers$3KTanner Simmons: $3KTanner Simmons$3KHailey Bahr: $3KHailey Bahr$3KMorgan Freeman: $3KMorgan Freeman$3KDelaney Kamps: $3KDelaney Kamps$3KEliza eth Reuter: $3KEliza eth Reuter$3KGavin Opitz: $3KGavin Opitz$3KOlivia Millin: $3KOlivia Millin$3K

The largest 2025 recipient was Hannah Burgess ($3K). Together the top 10 received $28K.

Grant Size Distribution

58 grants across all recorded years

58<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 58 grants of 58 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Hannah Burgess Belmont, WIFurther Education Beyond$2,750
Tucker Kettler Platteville, WIFurther Education Beyond$2,750
Kaci Riechers Platteville, WIFurther Education Beyond$2,750
Tanner Simmons Belmont, WIFurther Education Beyond$2,750
Hailey Bahr Belmont, WIFurther Education Beyond$2,750
Morgan Freeman Platteville, WIFurther Education Beyond$2,750
Delaney Kamps Platteville, WIFurther Education Beyond$2,750
Eliza eth Reuter Belmont, WIFurther Education Beyond$2,750
Gavin Opitz Belmont, WIFurther Education Beyond$2,750
Olivia Millin Platteville, WIFurther Education Beyond$2,750

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $1,279,405 $92,705 $60,231 $40,300 (15)
2024 $1,244,680 $95,909 $72,111 $52,400 (17)
2023 $1,221,600 $70,088 $32,896 $11,200 (8)
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2022 2023 2024 2025
Metric202520242023
Total Assets$1,279,405$1,244,680$1,221,600
Revenue$92,705$95,909$70,088
Expenses$60,231$72,111$32,896
Qualifying Distributions$55,666$68,112$24,085
Net Investment Income$88,140$91,050$61,276
Distributable Amount$75,369$72,523$66,897

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2022 (received by the IRS July 31, 2023)
  2. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 26, 2024)
  3. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 25, 2025)
  4. Added Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)
  5. IRS filings on file for fiscal years 2022–2024

Leadership & Key People

Officers and directors from IRS filings

Hatfield Family Scholarship Fund 020209's only listed officer is First National Bank and Trust, Trustee on every filing since 2023 (compensated).

Officers on the 2025 filing

  • First National Bank and Trust

    Trustee

    On filings since 2023

    1 hr/week

    $16K (2023) → $18K (2025)

Former officers (1)
  • Former: Paula Jordan Trustee (2022) — Trustee

Data from IRS Form 990 filings, 2022–2025. "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

First National Bank and Trust — Trustee: $18KFirst National Bank and…Trustee$18K

The highest reported compensation on the 2025 filing was $18K, to First National Bank and Trust (Trustee).

Contact

Mailing address: 345 East Grand Ave, Beloit, WI 53511

Frequently asked questions about Hatfield Family Scholarship Fund 020209

How much does Hatfield Family Scholarship Fund 020209 give each year?

Hatfield Family Scholarship Fund 020209 gave $40K across 15 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $52K across 17 grants.

What is Hatfield Family Scholarship Fund 020209's typical grant size?

Hatfield Family Scholarship Fund 020209's median grant in 2025 was $2,750, and its average grant was $2,687, across 15 grants on its 2025 IRS Form 990-PF.

Where does Hatfield Family Scholarship Fund 020209 give grants?

Hatfield Family Scholarship Fund 020209 gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Belmont, WI (7 grants) and Platteville, WI (7 grants).

Does Hatfield Family Scholarship Fund 020209 give general operating support?

Not in 2025: none of the 15 grants with a stated purpose on Hatfield Family Scholarship Fund 020209's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Further Education Beyond" (15 grants).

Who are Hatfield Family Scholarship Fund 020209's largest grantees?

Hatfield Family Scholarship Fund 020209's largest 2025 grantees include Hannah Burgess ($2,750), Tucker Kettler ($2,750) and Kaci Riechers ($2,750), according to its 2025 IRS Form 990-PF. Together they received 20% of its itemized 2025 grant dollars.

How large is Hatfield Family Scholarship Fund 020209?

Hatfield Family Scholarship Fund 020209 reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $56K in qualifying distributions that year, against a required minimum of $75K (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 does Hatfield Family Scholarship Fund 020209 fund?

The funder’s stated purpose is to provide scholarships to Belmont H graduates pursuing education beyond high school. Its 2025 grants were described as being for “further education beyond.” See mission & focus areas ↑

How do I apply for a grant from Hatfield Family Scholarship Fund 020209?

The funder states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Hatfield Family Scholarship Fund 020209's EIN?

Hatfield Family Scholarship Fund 020209's EIN (Employer Identification Number) is 20-3811979. IRS Form 990 filing data is available on this page for 2022–2025.

Does Hatfield Family Scholarship Fund 020209 accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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