Dorn Charitable Trust 4915001102

WAUKESHA, WI EIN: 47-6326748

Dorn Charitable Trust 4915001102 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WAUKESHA, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 1 grants totaling $231K. Net investment income was $108K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.2M

-9.5% YoY

Annual Giving

$231K

+4.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$231K

+4.8% YoY

Under IRS private-foundation payout rules, Dorn Charitable Trust 4915001102 reported a distributable amount of $77K for 2024 — the minimum it must pay out in qualifying distributions.

About Dorn Charitable Trust 4915001102

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Wisconsin $785K (100%)

States

Wisconsin

Cities

Appleton

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,241,979	$1,371,641	$1,489,092
Revenue	$126,393	$128,409	$74,309
Expenses	$256,529	$245,261	$221,650
Qualifying Distributions	$236,110	$231,945	$204,836
Net Investment Income	$107,900	$115,593	$60,343
Distributable Amount	$76,599	$80,735	$88,487

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

Among its reported 2024 grants, the largest include St Joseph Parish ($230,538).

Recipient	Purpose	Amount
ST JOSEPH PARISH APPLETON, WI	PROGRAM SUPPORT	$230,538

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WAUKESHA STATE BANK	TRUSTEE	2	$10,344

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Dorn Charitable Trust 4915001102?

Dorn Charitable Trust 4915001102 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WAUKESHA, WI. It holds $1.2M in total assets as of 2024.

How large is Dorn Charitable Trust 4915001102?

As of 2024, Dorn Charitable Trust 4915001102 holds $1.2M in total assets with $126K in annual revenue. It awarded 1 grants totaling $231K in 2024.

Where does Dorn Charitable Trust 4915001102 operate?

Dorn Charitable Trust 4915001102 has awarded grants in Wisconsin.

What size grants does Dorn Charitable Trust 4915001102 award?

In 2024, Dorn Charitable Trust 4915001102 awarded 1 grants totaling $231K — an average of about $231K per grant, based on its IRS Form 990 filings.

How much is Dorn Charitable Trust 4915001102 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Dorn Charitable Trust 4915001102 reported a distributable amount of $77K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Dorn Charitable Trust 4915001102's EIN?

Dorn Charitable Trust 4915001102's EIN (Employer Identification Number) is 47-6326748. IRS Form 990 filing data is available on this page for 2020–2024.