KMG Charitable Trust
KMG Charitable Trust is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2020 through 2021. In 2021, it awarded 2 grants totaling $548K.
KMG Charitable Trust at a glance
In short: KMG Charitable Trust gave $548K across 2 grants in 2021 (avg $274K), mostly in Ohio. Source: 2021 IRS Form 990-PF.
- Annual giving (2021)
- $548,192
- +54719.2% vs 2020
- Grants made (2021)
- 2
- +100.0% vs 2020
- Average grant
- $274,096
- +27309.6% vs 2020
- Median grant
- $274,096
- Primary geography
- Ohio (99% of itemized 2021 grant dollars)
- Latest 990 filing
- Form 990-PF, 2021 View filing
Data from IRS Form 990-PF, 2021; updated September 2026.
Who KMG Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2021
The largest 2021 recipient was Fidelity Charitable ($542K). Together the top 2 received $548K.
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 2 grants of 3 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2021 grant dollars across all 2 itemized grants.
Cities
How KMG Charitable Trust gives
- In 2021 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2021, annual grant giving ranged from $1K (2020) to $548K (2021). In 2021 it made 2 grants totaling $548K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity Charitable Cincinnati, OH | Charitable - General Support | $541,692 |
| The Waterfall Foundation Inc Atlanta, GA | Charitable - General Support | $6,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2021 | — | $50 | $548,943 | $548,192 | 2 | $548,192 | — | $23,548 |
| 2020 | $548,893 | $2,398 | $1,270 | $1,000 | 1 | — | $2,198 | $26,995 |
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.
Leadership & Key People
Officers and directors from IRS filings
KMG Charitable Trust is led by Katherine M. Gehl, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2021 filing
Katherine M. Gehl
Trustee
On filings since 2020
5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2021. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about KMG Charitable Trust
How much does KMG Charitable Trust give each year?
KMG Charitable Trust gave $548K across 2 grants in 2021, according to its 2021 IRS Form 990-PF. In 2020 it gave $1K across 1 grant.
Where does KMG Charitable Trust operate?
KMG Charitable Trust has awarded grants in Colorado, Georgia, Ohio.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2021
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