Hatfield Family Scholarship Fund 020209
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.
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.
Ready to take the next step with Hatfield Family Scholarship Fund 020209?
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
Share of 2025 grant dollars across all 15 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
The largest 2025 recipient was Hannah Burgess ($3K). Together the top 10 received $28K.
Grant Size Distribution
58 grants across all recorded years
The most common grant size was under $50K: 58 grants of 58 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hannah Burgess Belmont, WI | Further Education Beyond | $2,750 |
| Tucker Kettler Platteville, WI | Further Education Beyond | $2,750 |
| Kaci Riechers Platteville, WI | Further Education Beyond | $2,750 |
| Tanner Simmons Belmont, WI | Further Education Beyond | $2,750 |
| Hailey Bahr Belmont, WI | Further Education Beyond | $2,750 |
| Morgan Freeman Platteville, WI | Further Education Beyond | $2,750 |
| Delaney Kamps Platteville, WI | Further Education Beyond | $2,750 |
| Eliza eth Reuter Belmont, WI | Further Education Beyond | $2,750 |
| Gavin Opitz Belmont, WI | Further Education Beyond | $2,750 |
| Olivia Millin Platteville, WI | Further 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) |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Updated Form 990-PF for fiscal year 2022 (received by the IRS July 31, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 26, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 25, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)
- 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
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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