Heffel Memorial Scholarship Trust
Heffel Memorial Scholarship Trust is a private foundation focused on Education, based in Monona, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $107K in total assets. In 2025, it awarded 5 grants totaling $6K. Net investment income was $8K.
Heffel Memorial Scholarship Trust at a glance
In short: Heffel Memorial Scholarship Trust gave $6K across 5 grants in 2025 (avg $1K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $6,250
- +25.0% vs 2024
- Grants made (2025)
- 5
- +25.0% vs 2024
- Average grant
- $1,250
- +0.0% vs 2024
- Median grant
- $1,250
- Total assets
- $107,036
- +0.5% 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 Heffel Memorial Scholarship Trust funds
How this funder distributes its grants
Grant Size Distribution
19 grants across all recorded years
The most common grant size was under $50K: 19 grants of 19 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
How Heffel Memorial Scholarship Trust gives
- Giving grew 25% from 2022 to 2025. Method
- In 2025 it paid out 128% of its IRS minimum distribution (the 5% rule). 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 2020 to 2025, annual grant giving ranged from $3K (2023) to $13K (2021). In 2025 it made 5 grants totaling $6K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 5 individual scholarships Recipients not named | — | $6,250 |
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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 | $107,036 | $9,818 | $8,026 | $6,250 | 5 | $7,668 | $8,227 | $6,014 |
| 2024 | $106,494 | $10,669 | $15,104 | $5,000 | 4 | $6,216 | $9,453 | $5,836 |
| 2023 | $108,066 | $8,166 | $5,871 | $2,500 | 1 | $2,500 | $8,166 | $5,266 |
| 2022 | $104,521 | $8,393 | $12,177 | $5,000 | 3 | $5,000 | $6,436 | — |
| 2021 | $103,316 | $17,760 | $11,997 | $12,500 | 6 | $12,800 | $15,846 | — |
| 2020 | $100,063 | $7,711 | $11,842 | $11,250 | 6 | — | $5,981 | — |
Under IRS private-foundation payout rules, Heffel Memorial Scholarship Trust reported a distributable amount of $6K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Heffel Memorial Scholarship Trust's only listed officer is Lake Ridge Bank Trust Officer, Trust Officer on every filing since 2024 (uncompensated).
Officers on the 2025 filing
Lake Ridge Bank Trust Officer
Trust Officer
On filings since 2024
No compensation reported
Former officers (12)
- Former: Aimee Swartwout (2020–2023) — Ehs Guidance Co
- Former: Dana Allen (2020–2023) — Nhs Representative
- Former: Kathi Swanson (2021–2023) — School Board President
- Former: Brooke Hintze EHS School (2023) — Committee Member
- Former: Linda Gard (2023) — Committee Member
- Former: Steve Eager (2023) — Committee Member
- Former: Brooke Hintze (2020–2022) — Ehs School Counselor
- Former: Barb Krumwiede (2022) — Community Member & Alumni
- Former: Joy Morrison (2021) — Ehs Alum
- Former: John Willoughby (2020) — Citizen
- Former: Melissa Hammann (2020) — School Board Representative
- Former: Patrick Adams (2020) — Sbcp Representative
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Heffel Memorial Scholarship Trust
How much does Heffel Memorial Scholarship Trust give each year?
Heffel Memorial Scholarship Trust gave $6K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 4 grants.
What is Heffel Memorial Scholarship Trust's typical grant size?
Heffel Memorial Scholarship Trust's median grant in 2025 was $1,250, and its average grant was $1,250, across 5 grants on its 2025 IRS Form 990-PF.
Where does Heffel Memorial Scholarship Trust give grants?
Heffel Memorial Scholarship Trust gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Heffel Memorial Scholarship Trust give general operating support?
Not in 2025: none of the 5 grants with a stated purpose on Heffel Memorial Scholarship Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship 2024" (5 grants).
How large is Heffel Memorial Scholarship Trust?
Heffel Memorial Scholarship Trust reported $107K in total assets on its 2025 IRS Form 990-PF. It paid out $8K in qualifying distributions that year, against a required minimum of $6K (roughly 5% of its investment assets).
What is Heffel Memorial Scholarship Trust?
Heffel Memorial Scholarship Trust is a private foundation focused on Education, based in Monona, WI. It holds $107K in total assets as of 2025.
What is Heffel Memorial Scholarship Trust's EIN?
Heffel Memorial Scholarship Trust's EIN (Employer Identification Number) is 74-6451982. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 22, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 21, 2026)
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