Dorothy M M Kersten Tr UA
Dorothy M M Kersten Tr UA is a private foundation based in Milwaukee, Wisconsin. In its 2025 filing, it reported 18 grants totaling $1,348,485, including support for organizations in Cincinnati and other locations.
Key facts about Dorothy M M Kersten Tr UA
In short: Dorothy M M Kersten Tr UA gave $1.3M across 18 grants in 2025 (avg $75K), mostly in Ohio. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 31-6258173
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $1,348,485
- Grants made (2025)
- 18
- Average grant
- $74,916
- Median grant
- $59,051
- New grantees (estimate)
- 0% first-time grantees (0 of 18, 2025)
- Total assets
- $25,099,731
- Primary geography
- Ohio (74% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
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.
Is Dorothy M M Kersten Tr UA open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 18 grantees (0%) were first-time recipients. How we count
- 94% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+3%). Method
- In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants went to organizations working in areas including museums and education, arts, health, conservation, elder care, and historic preservation. For example, Cincinnati Museum Center says it inspires people to learn through science, regional history, and educational experiences. Cincinnati Preservation Association says it works to help people value and preserve Greater Cincinnati’s historic buildings, communities, landscapes, and stories.
Grantmaking
In 2025, the foundation reported 18 grants totaling $1,348,485. Grant amounts ranged from $18,380 to $191,420, with a median of $59,051.
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Geographic Focus
Where this funder awards grants
In 2025, Ohio accounted for 74% of grant dollars. Other reported recipient-state shares were Kentucky, Georgia, Virginia, and Texas, at 4% each.
Grant Distribution by State
Share of 2025 grant dollars across all 18 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $1.2M (2019) to $1.4M (2023). In 2025 it made 18 grants totaling $1.3M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Cincinnati Museum Center ($191K). Together the top 10 received $1.0M.
Grant Size Distribution
90 grants across all recorded years
The most common grant size was in the $50–100K range: 40 grants of 90 (44%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cincinnati Museum Center Cincinnati, OH | General Operating | $191,420 |
| The Children's Hospital Cinti OH Cincinnati, OH | General Operating | $177,662 |
| Artswave Cincinnati, OH | General Operating | $157,493 |
| Cincinnati Art Museum Cincinnati, OH | General Operating | $139,843 |
| Zoological Society of Cincinnati Cincinnati, OH | General Operating | $59,221 |
| Little Sisters of the Poor Cincinnati, OH | General Operating | $59,221 |
| Historic Southwest Ohio Cincinnati, OH | General Operating | $59,221 |
| Public Library of Cincinnati & Cincinnati, OH | General Operating | $59,221 |
| Shakertown at Pleasant Hill Inc Harrodsburg, KY | General Operating | $59,221 |
| American Cancer Society Kennesaw, GA | General Operating | $58,881 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $25,099,731 | $2,088,377 | $1,775,756 | $1,348,485 |
| 2024 | $24,787,131 | $1,529,299 | $1,684,151 | $1,274,903 |
| 2023 | $24,946,820 | $1,650,771 | $1,734,528 | $1,377,969 |
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 12, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 1, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 27, 2022)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 29, 2024)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists US BANK N A as trustee.
Dorothy M M Kersten Tr UA's only listed officer is US Bank N A, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
US Bank N A
Trustee
On filings since 2023
1 hr/week
$331K (2023) → $400K (2025)
Former officers (1)
- Former: U S Bank (2019–2022) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $400K, to US Bank N a (Trustee).
Contact
Mailing address: PO Box 0634, Milwaukee, WI 53201-0634
Phone: (513) 632-4588
Frequently asked questions about Dorothy M M Kersten Tr UA
How much does Dorothy M M Kersten Tr UA give each year?
Dorothy M M Kersten Tr UA gave $1.3M across 18 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.3M across 18 grants.
What is Dorothy M M Kersten Tr UA's typical grant size?
Dorothy M M Kersten Tr UA's median grant in 2025 was $59,051, and its average grant was $74,916, across 18 grants on its 2025 IRS Form 990-PF.
Where does Dorothy M M Kersten Tr UA give grants?
Dorothy M M Kersten Tr UA gives mostly in Ohio: 74% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Cincinnati, OH (11 grants).
Does Dorothy M M Kersten Tr UA give general operating support?
Yes: 100% of Dorothy M M Kersten Tr UA's 2025 grants with a stated purpose (18 of 18) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Dorothy M M Kersten Tr UA's largest grantees?
Dorothy M M Kersten Tr UA's largest 2025 grantees include Cincinnati Museum Center ($191,420), The Children's Hospital Cinti OH ($177,662) and Artswave ($157,493), according to its 2025 IRS Form 990-PF. Together they received 39% of its itemized 2025 grant dollars.
How large is Dorothy M M Kersten Tr UA?
Dorothy M M Kersten Tr UA reported $25.1M in total assets on its 2025 IRS Form 990-PF. It paid out $1.4M in qualifying distributions that year, against a required minimum of $1.4M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Dorothy M M Kersten Tr UA fund?
No mission statement for the foundation is provided. Its 2025 grants went to organizations working in areas including museums and education, arts, health, conservation, elder care, and historic preservation. See mission & focus areas ↑
How do I apply for a grant from Dorothy M M Kersten Tr UA?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Dorothy M M Kersten Tr UA accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Dorothy M M Kersten Tr UA by hand.
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