Tr Uw Carl F Hertenstein General Trust

CINCINNATI, OH EIN: 31-6116343

Economically disadvantaged people Community and economic development

TRUST ASSETS ARE INVESTED TO PROVIDE INCOME TO BE DISTRIBUTED TO THE CHARITIES NAMED IN THE GOVERNING DOCUMENT

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$12.6M

+57.5% YoY

Annual Giving

$613K

-6.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$153K

-6.8% YoY

About Tr Uw Carl F Hertenstein General Trust

Based on IRS filings

Tr Uw Carl F Hertenstein General Trust is a nonprofit organization focused on Economically disadvantaged people, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $12.6M in total assets. In 2024, it awarded 4 grants totaling $613K. Net investment income was $5.3M.

Focus Areas

Economically disadvantaged people Community and economic development

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $2.6M (85%)

New York $467K (15%)

States

New York Ohio

Cities

CincinnatiIthaca

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$12,581,993	$7,988,632	$7,878,334
Revenue	$5,320,533	$876,257	$345,034
Expenses	$727,182	$765,631	$788,118
Qualifying Distributions	—	—	—
Net Investment Income	$5,320,533	$876,257	$345,034
Distributable Amount	—	—	—

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Cincinnati Foundation ($245,000), Greater Cincinnati Foundation ($183,750), United Way of Greater Cincinnati ($91,875).

Recipient	Purpose	Amount
UNIVERSITY OF CINCINNATI FOUNDATION CINCINNATI, OH	ANNUAL FUND	$245,000
GREATER CINCINNATI FOUNDATION CINCINNATI, OH	ANNUAL FUND	$183,750
UNITED WAY OF GREATER CINCINNATI CINCINNATI, OH	ANNUAL FUND	$91,875
CORNELL UNIVERSITY ITHACA, NY	ANNUAL FUND	$91,875

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
FIFTH THIRD BANK N A	TRUSTEE	1	$111,003

Subject Areas

Focus areas based on grantmaking activity

Economically disadvantaged people Community and economic development

Frequently Asked Questions

What is Tr Uw Carl F Hertenstein General Trust?

Tr Uw Carl F Hertenstein General Trust is a nonprofit organization focused on Economically disadvantaged people, based in CINCINNATI, OH. It holds $12.6M in total assets as of 2024.

How large is Tr Uw Carl F Hertenstein General Trust?

As of 2024, Tr Uw Carl F Hertenstein General Trust holds $12.6M in total assets with $5.3M in annual revenue. It awarded 4 grants totaling $613K in 2024.

Where does Tr Uw Carl F Hertenstein General Trust operate?

Tr Uw Carl F Hertenstein General Trust has awarded grants in New York, Ohio.

What size grants does Tr Uw Carl F Hertenstein General Trust award?

In 2024, Tr Uw Carl F Hertenstein General Trust awarded 4 grants totaling $613K — an average of about $153K per grant, based on its IRS Form 990 filings.

What is Tr Uw Carl F Hertenstein General Trust's EIN?

Tr Uw Carl F Hertenstein General Trust's EIN (Employer Identification Number) is 31-6116343. IRS Form 990 filing data is available on this page for 2020–2024.