Mildred H Dunning Memorial Fund Trust
Mildred H Dunning Memorial Fund Trust is a private foundation, based in LEXINGTON, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.3M in total assets. In 2024, it awarded 3 grants totaling $209K. Net investment income was $470K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.3M
+6.5% YoY
Annual Giving
$209K
+9.0% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$70K
+9.0% YoY
Under IRS private-foundation payout rules, Mildred H Dunning Memorial Fund Trust reported a distributable amount of $241K for 2024 — the minimum it must pay out in qualifying distributions.
About Mildred H Dunning Memorial Fund Trust
Based on IRS filings
Mildred H Dunning Memorial Fund Trust is a private foundation, based in LEXINGTON, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.3M in total assets. In 2024, it awarded 3 grants totaling $209K. Net investment income was $470K.
Ready to take the next step with Mildred H Dunning Memorial Fund Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,324,798 | $4,062,377 | $4,183,727 |
| Revenue | $513,721 | $126,361 | $970,641 |
| Expenses | $246,451 | $245,548 | $265,082 |
| Qualifying Distributions | $213,634 | $195,317 | $235,970 |
| Net Investment Income | $470,421 | $97,609 | $948,436 |
| Distributable Amount | $240,824 | $212,552 | $207,342 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Henry Clay Memorial Foundation ($143,920), Bluegrass Trust - Historic Preservation ($32,763), Kentucky Easter Seal Society Inc ($32,763).
| Recipient | Purpose | Amount |
|---|---|---|
| BLUEGRASS TRUST - HISTORIC PRESERVATION LEXINGTON, KY | GENERAL SUPPORT | $32,763 |
| HENRY CLAY MEMORIAL FOUNDATION LEXINGTON, KY | GENERAL SUPPORT | $143,920 |
| KENTUCKY EASTER SEAL SOCIETY INC LEXINGTON, KY | GENERAL SUPPPORT | $32,763 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CENTRAL BANK TRUST | TRUSTEE | 2 | $7,029 |
Frequently Asked Questions
How large is Mildred H Dunning Memorial Fund Trust?
As of 2024, Mildred H Dunning Memorial Fund Trust holds $4.3M in total assets with $514K in annual revenue. It awarded 3 grants totaling $209K in 2024.
Where does Mildred H Dunning Memorial Fund Trust operate?
Mildred H Dunning Memorial Fund Trust has awarded grants in Kentucky.
What size grants does Mildred H Dunning Memorial Fund Trust award?
In 2024, Mildred H Dunning Memorial Fund Trust awarded 3 grants totaling $209K — an average of about $70K per grant, based on its IRS Form 990 filings.
How much is Mildred H Dunning Memorial Fund Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Mildred H Dunning Memorial Fund Trust reported a distributable amount of $241K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Mildred H Dunning Memorial Fund Trust's EIN?
Mildred H Dunning Memorial Fund Trust's EIN (Employer Identification Number) is 61-6241891. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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