Dorothy J Klofta Education
HILTON HEAD ISLAND, SC EIN: 27-4134025
Financial Overview
From 2024 IRS Form 990-PF
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
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Dorothy J Klofta Education fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Guenter E Bergmann | Trustee | — | $21,650 |
| Lori Bergmann | Vice President | — | — |
| Anna Bergmann | Secretary | — | — |
| Guenter S Bergmann | Treasurer | — | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Wisconsin $213K (100%)
States
Cities
Milwaukee
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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