Kmg Charitable Trust

MILWAUKEE, WI EIN: 81-6977754

Kmg Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2021. In 2021, it awarded 2 grants totaling $548K.

Financial Overview

From 2021 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$548K

+54719.2% YoY

Grant Count

2

+100.0% YoY

Avg Grant Size

$274K

+27309.6% YoY

Under IRS private-foundation payout rules, Kmg Charitable Trust reported a distributable amount of $24K for 2021 — the minimum it must pay out in qualifying distributions.

About Kmg Charitable Trust

Based on IRS filings

Kmg Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2021. In 2021, it awarded 2 grants totaling $548K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

AtlantaBoulderCincinnati

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$151K$302K$453K$604K20202021
Metric20212020
Total Assets$548,893
Revenue$50$2,398
Expenses$548,943$1,270
Qualifying Distributions$548,192
Net Investment Income$2,198
Distributable Amount$23,548$26,995

Giving Over Time

Total grant dollars and number of grants per year

$0$137K$274K$411K$548K1 grants20202 grants2021

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2021

FIDELITY CHARITABLE$542KTHE WATERFALL FOUNDATION…$7K

Grant Size Distribution

3 grants across all recorded years

2<$50K$50–100K$100–250K$250–500K1$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2021 grants, the largest include Fidelity Charitable ($541,692), The Waterfall Foundation Inc ($6,500).

RecipientPurposeAmount
THE WATERFALL FOUNDATION INC ATLANTA, GACHARITABLE - GENERAL SUPPORT$6,500
FIDELITY CHARITABLE CINCINNATI, OHCHARITABLE - GENERAL SUPPORT$541,692

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2021 IRS filing

From 2021 filing

NameTitleHoursCompensation
KATHERINE M GEHLTRUSTEE5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Kmg Charitable Trust?

Kmg Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds — in total assets as of 2021.

Where does Kmg Charitable Trust operate?

Kmg Charitable Trust has awarded grants in Colorado, Georgia, Ohio.

What size grants does Kmg Charitable Trust award?

In 2021, Kmg Charitable Trust awarded 2 grants totaling $548K — an average of about $274K per grant, based on its IRS Form 990 filings.

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

Private foundations must generally distribute about 5% of their assets annually. For 2021, Kmg Charitable Trust reported a distributable amount of $24K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Kmg Charitable Trust's EIN?

Kmg Charitable Trust's EIN (Employer Identification Number) is 81-6977754. IRS Form 990 filing data is available on this page for 2020–2021.

Explore Open Grants

Browse active grant opportunities in Kmg Charitable Trust's focus areas in our free grants database

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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