Dorothy M M Kersten Tr Ua

MILWAUKEE, WI EIN: 31-6258173

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.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's primary funding priorities include:

  • Education
  • Philanthropy, Voluntarism & Grantmaking
  • Human Services
  • Historic Buildings Preservation
  • Historic Preservation
  • Arts

Grantmaking

Ready to take the next step with Dorothy M M Kersten Tr Ua?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

10states
+2 more states

Cities

AlexandriaCincinnatiDallasHagerstownHarrodsburgKennesawLouisvilleNew YorkOklahoma CitySt PetersburgTampaWashingtonWest Nyack

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.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M201920212022202320242025
Metric202520242023
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

$0$344K$689K$1M$1M18 grants201918 grants202118 grants202218 grants202318 grants202418 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

CINCINNATI MUSEUM CENTER$191KTHE CHILDREN'S HOSPITAL …$178KARTSWAVE$157KCINCINNATI ART MUSEUM$140KZOOLOGICAL SOCIETY OF CI…$59KLITTLE SISTERS OF THE POOR$59KHISTORIC SOUTHWEST OHIO$59KPUBLIC LIBRARY OF CINCIN…$59KSHAKERTOWN AT PLEASANT H…$59KAMERICAN CANCER SOCIETY$59K

Grant Size Distribution

90 grants across all recorded years

30<$50K40$50–100K20$100–250K$250–500K$500K–1M$1–5M$5M+

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).

RecipientPurposeAmount
CINCINNATI ART MUSEUM CINCINNATI, OHGENERAL OPERATING$139,843
NATL TR FOR HISTORIC PRESERVATION WASHINGTON, DCGENERAL OPERATING$45,568
CHURCH OF THE ADVENT NEW YORK, NYGENERAL OPERATING$39,159
AMERICAN CANCER SOCIETY KENNESAW, GAGENERAL OPERATING$58,881
AMERICAN HEART ASSOCIATION DALLAS, TXGENERAL OPERATING$55,340
THE SALVATION ARMY ALEXANDRIA, VAGENERAL OPERATING$58,128
THE CHILDREN'S HOSPITAL CINTI OH CINCINNATI, OHGENERAL OPERATING$177,662
ARTSWAVE CINCINNATI, OHGENERAL OPERATING$157,493
ZOOLOGICAL SOCIETY OF CINCINNATI CINCINNATI, OHGENERAL OPERATING$59,221
GREATER CINCINNATI TELEVISION EDUCATIONA CINCINNATI, OHGENERAL OPERATING$40,887

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

US BANK N ATRUSTEE$400K

From 2025 filing

NameTitleHoursCompensation
US BANK N ATRUSTEE1$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.

Explore Open Grants

Browse active grant opportunities in Dorothy M M Kersten Tr Ua's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

What could you do with Dorothy M M Kersten Tr Ua on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities

Go from researching Dorothy M M Kersten Tr Ua to a real strategy.

Plan your approach