Margaret D Dorman Trust
Margaret D Dorman Trust is a private foundation, based in Cincinnati, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $446K in total assets. In 2025, it awarded 2 grants totaling $22K. Net investment income was $56K.
Margaret D Dorman Trust at a glance
In short: Margaret D Dorman Trust gave $22K across 2 grants in 2025 (avg $11K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $21,600
- +8.0% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $10,800
- +8.0% vs 2024
- Median grant
- $10,800
- Total assets
- $445,604
- +7.6% vs 2024
- Primary geography
- Ohio (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Margaret D Dorman Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was United Church Homes Inc ($13K). Together the top 2 received $22K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Margaret D Dorman Trust gives
- Giving held roughly steady from 2022 to 2025 (−17%). Method
- In 2025 it paid out 102% of 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 2025, annual grant giving ranged from $20K (2021) to $26K (2022). In 2025 it made 2 grants totaling $22K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| United Church Homes Inc Marion, OH | Annual Fund | $12,960 |
| St Pauls Evangelical & Reformed Church Piqua, OH | Annual Fund | $8,640 |
Ready to take the next step with Margaret D Dorman Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $445,604 | $62,735 | $31,296 | $21,600 | 2 | $24,286 | $56,404 | $23,886 |
| 2024 | $414,179 | $42,745 | $28,924 | $20,000 | 2 | $21,831 | $36,161 | $22,966 |
| 2023 | $400,315 | $28,563 | $29,992 | $23,000 | 2 | $24,595 | $21,525 | $20,711 |
| 2022 | $401,810 | $4,575 | $33,976 | $26,000 | 2 | $27,645 | $2,975 | $22,417 |
| 2021 | $431,265 | $42,159 | $27,862 | $20,000 | 2 | $20,688 | $34,693 | $24,612 |
| 2020 | $416,874 | $21,853 | $30,773 | $22,555 | 2 | — | $15,717 | $20,917 |
Under IRS private-foundation payout rules, Margaret D Dorman Trust reported a distributable amount of $24K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Margaret D Dorman Trust's only listed officer is Fifth Third Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Fifth Third Bank N A
Trustee
On filings since 2020
1 hr/week
$5K (2020) → $7K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $7K, to Fifth Third Bank N a (Trustee).
Frequently asked questions about Margaret D Dorman Trust
How much does Margaret D Dorman Trust give each year?
Margaret D Dorman Trust gave $22K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $20K across 2 grants.
How large is Margaret D Dorman Trust?
Margaret D Dorman Trust reported $446K in total assets on its 2025 IRS Form 990-PF. It paid out $24K in qualifying distributions that year, against a required minimum of $24K (roughly 5% of its investment assets).
Where does Margaret D Dorman Trust operate?
Margaret D Dorman Trust has awarded grants in Ohio.
What is Margaret D Dorman Trust's EIN?
Margaret D Dorman Trust's EIN (Employer Identification Number) is 31-6227051. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Margaret D Dorman Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Margaret D Dorman Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Ohio's Hospice Inc
Dayton, OH
To benefit and support affiliated tax-exempt organizations that accept Ohio's Hospice, inc. As their sole member in order to provide quality hospice services, palliative care, and related programs.
Assets
$27.4M
Grants
1
Total Given
$25K
Tr Uw Chambersphilppus
Cincinnati, OH
Assets
—
Grants
2
Total Given
$135K
The Niels a Lundgard and Ruth Lundgard
Cincinnati, OH
Assets
—
Grants
5
Total Given
$1.2M
Homer Harriet S Irrev PFDN
Brooklyn, OH
Assets
$803K
Grants
5
Total Given
$43K
Marietta Health Foundation
Marietta, OH
The memorial health foundation encourages philanthropic support of marietta memorial hospital and related services. Activities include raising funds, fund stewardship and making grants to improve health care in the mid-Ohio valley.
Assets
$46.7M
Grants
7
Total Given
$2.2M
Leadingage Inc
Washington, DC
The mission of Leadingage is to be the trusted voice for aging. Our 6,000+ members and partners include nonprofit organizations representing the entire field of aging services, 38 state associations, hundreds of businesses, consumer groups, foundations, and research centers. Leadingage is also a part of the global ageing network, whose membership spans 50 countries. Leadingage is a 501(c)(3) tax-exempt charitable organization focused on education, advocacy, and applied research.
Assets
$35.6M
Grants
9
Total Given
$150K
More similar funders
More Funders in Ohio
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Margaret D Dorman Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Margaret D Dorman Trust down — hundreds of funders to go?