Dorothy M M Kersten Tr Ua
The Dorothy M M Kersten Charitable Trust is a private foundation based in Milwaukee, Wisconsin. Established in February 1986, it operates as a 501(c)(3) tax-exempt organization dedicated to philanthropic giving across multiple focus areas.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$25.1M
+1.3% YoY
Annual Giving
$1.3M
+5.8% YoY
Grant Count
18
+0.0% YoY
Avg Grant Size
$75K
+5.8% YoY
Under IRS private-foundation payout rules, Dorothy M M Kersten Tr Ua reported a distributable amount of $1.4M for 2025 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's primary funding priorities include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Historic Buildings Preservation
- Historic Preservation
- Arts
Grantmaking
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Assets: $25,099,731 (as of most recent filing)
Total Giving: $1,348,485
Revenue: $1.53 million (fiscal year 2024)
Expenses: $1.68 million (fiscal year 2024)
Total Assets: $24.8 million (fiscal year 2024)
Total Liabilities: $0 (fiscal year 2024)
The foundation maintains a strong financial position with no outstanding liabilities.
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $25,099,731 | $24,787,131 | $24,946,820 |
| Revenue | $2,088,377 | $1,529,299 | $1,650,771 |
| Expenses | $1,775,756 | $1,684,151 | $1,734,528 |
| Qualifying Distributions | $1,390,166 | $1,314,464 | $1,412,739 |
| Net Investment Income | $1,715,945 | $1,175,160 | $1,346,684 |
| Distributable Amount | $1,406,631 | $1,317,842 | $1,239,200 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
90 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Cincinnati Museum Center ($191,420), The Children's Hospital Cinti Oh ($177,662), Artswave ($157,493).
| Recipient | Purpose | Amount |
|---|---|---|
| CINCINNATI ART MUSEUM CINCINNATI, OH | GENERAL OPERATING | $139,843 |
| NATL TR FOR HISTORIC PRESERVATION WASHINGTON, DC | GENERAL OPERATING | $45,568 |
| CHURCH OF THE ADVENT NEW YORK, NY | GENERAL OPERATING | $39,159 |
| AMERICAN CANCER SOCIETY KENNESAW, GA | GENERAL OPERATING | $58,881 |
| AMERICAN HEART ASSOCIATION DALLAS, TX | GENERAL OPERATING | $55,340 |
| THE SALVATION ARMY ALEXANDRIA, VA | GENERAL OPERATING | $58,128 |
| THE CHILDREN'S HOSPITAL CINTI OH CINCINNATI, OH | GENERAL OPERATING | $177,662 |
| ARTSWAVE CINCINNATI, OH | GENERAL OPERATING | $157,493 |
| ZOOLOGICAL SOCIETY OF CINCINNATI CINCINNATI, OH | GENERAL OPERATING | $59,221 |
| GREATER CINCINNATI TELEVISION EDUCATIONA CINCINNATI, OH | GENERAL OPERATING | $40,887 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US BANK N A | TRUSTEE | 1 | $399,806 |
Frequently Asked Questions
What does Dorothy M M Kersten Tr Ua fund?
The foundation's primary funding priorities include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Historic Buildings Preservation • Historic Preservation • Arts
How do I apply for a grant from Dorothy M M Kersten Tr Ua?
**Grant Amounts:** Typical awards range from $16,856 to $195,975. **Total Giving:** The foundation distributed $1,348,485 in grants based on recent IRS filings. **Geographic Focus:** The foundation primarily funds organizations in Ohio, Virginia, and Texas.
What size grants does Dorothy M M Kersten Tr Ua award?
In 2025, Dorothy M M Kersten Tr Ua awarded 18 grants totaling $1.3M — an average of about $75K per grant, based on its IRS Form 990 filings.
How much is Dorothy M M Kersten Tr Ua required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Dorothy M M Kersten Tr Ua reported a distributable amount of $1.4M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Dorothy M M Kersten Tr Ua's EIN?
Dorothy M M Kersten Tr Ua's EIN (Employer Identification Number) is 31-6258173. IRS Form 990 filing data is available on this page for 2019–2025.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.