Tr Uw Carl F Hertenstein General Trust
Trust assets are invested to provide income to be distributed to the charities named in the governing document
Tr Uw Carl F Hertenstein General Trust at a glance
In short: Tr Uw Carl F Hertenstein General Trust gave $666K across 4 grants in 2025 (avg $167K), mostly in Ohio. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $666,137
- +8.8% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $166,534
- +8.8% vs 2024
- Median grant
- $149,881
- Total assets
- $12,585,182
- +0.0% vs 2024
- Primary geography
- Ohio (85% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Tr Uw Carl F Hertenstein General Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was University of Cincinnati Foundation ($266K). Together the top 4 received $666K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was in the $100–250K range: 9 grants of 20 (45%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How Tr Uw Carl F Hertenstein General Trust gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
From the foundation's IRS Form 990 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 $582K (2020) to $668K (2022). In 2025 it made 4 grants totaling $666K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Cincinnati Foundation Cincinnati, OH | Annual Fund | $266,455 |
| Greater Cincinnati Foundation Cincinnati, OH | Annual Fund | $199,840 |
| United Way of Greater Cincinnati Cincinnati, OH | Annual Fund | $99,921 |
| Cornell University Ithaca, NY | Annual Fund | $99,921 |
Ready to take the next step with Tr Uw Carl F Hertenstein General Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $12,585,182 | $793,257 | $790,006 | $666,137 | 4 | $793,257 |
| 2024 | $12,581,993 | $5,320,533 | $727,182 | $612,500 | 4 | $5,320,533 |
| 2023 | $7,988,632 | $876,257 | $765,631 | $657,180 | 4 | $876,257 |
| 2022 | $7,878,334 | $345,034 | $788,118 | $668,000 | 4 | $345,034 |
| 2021 | $8,321,451 | $1,058,665 | $706,405 | $590,000 | 4 | $1,058,665 |
| 2020 | $7,969,186 | $398,890 | $683,437 | $582,322 | 4 | $398,890 |
About Tr Uw Carl F Hertenstein General Trust
Based on IRS filings
Tr Uw Carl F Hertenstein General Trust is a public charity focused on Economically disadvantaged people, based in Cincinnati, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $12.6M in total assets. In 2025, it awarded 4 grants totaling $666K. Net investment income was $793K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Tr Uw Carl F Hertenstein General Trust's only listed officer is Fifth Third Bank N A, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Fifth Third Bank N A
Trustee
On filings since 2022
1 hr/week
$113K (2022) → $118K (2025)
Former officers (1)
- Former: Fifth Third Bank NA (2020–2021) — Trustee
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 $118K, to Fifth Third Bank N a (Trustee).
Frequently asked questions about Tr Uw Carl F Hertenstein General Trust
How much does Tr Uw Carl F Hertenstein General Trust give each year?
Tr Uw Carl F Hertenstein General Trust gave $666K across 4 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $613K across 4 grants.
What is Tr Uw Carl F Hertenstein General Trust's typical grant size?
Tr Uw Carl F Hertenstein General Trust's median grant in 2025 was $149,881, and its average grant was $166,534, across 4 grants on its 2025 IRS Form 990.
Where does Tr Uw Carl F Hertenstein General Trust give grants?
Tr Uw Carl F Hertenstein General Trust gives mostly in Ohio: 85% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The next largest state was New York (15%). The most frequent recipient cities were Cincinnati, OH (3 grants).
Does Tr Uw Carl F Hertenstein General Trust give general operating support?
Yes: 100% of Tr Uw Carl F Hertenstein General Trust's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990.
How large is Tr Uw Carl F Hertenstein General Trust?
Tr Uw Carl F Hertenstein General Trust reported $12.6M in total assets on its 2025 IRS Form 990. Its revenue that year was $793K.
What is Tr Uw Carl F Hertenstein General Trust?
Tr Uw Carl F Hertenstein General Trust is a public charity focused on Economically disadvantaged people, based in Cincinnati, OH. It holds $12.6M in total assets as of 2025.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS February 14, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS February 8, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS January 12, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS January 2, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 18, 2024)
- Updated Form 990 for fiscal year 2025 (received by the IRS February 11, 2026)
Explore Open Grants
Browse active grant opportunities in Tr Uw Carl F Hertenstein General Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Ohio
The Greater Cincinnati Foundation
Cincinnati, OH
The Greater Cincinnati Foundation funds nonprofits working on education, housing, community and cultural vibrancy, and related regional needs, with responsive grants focused on its eight-county Greater Cincinnati service area. Its 2024 median grant was $20,000, though amounts vary widely; specific opportunities include awards of up to $35,000 for Resilient Communities and up to $450,000 through the Neighborhood Development Fund. It lists RFP and letter-of-intent opportunities but does not state whether it accepts unsolicited requests.
Assets
$1.0B
Grants
1,408
Total Given
$184.4M
The Winston-Salem Foundation
Winston-Salem, NC
The Winston-Salem Foundation funds charitable organizations serving Forsyth County, North Carolina, across areas including education, housing, economic opportunity, civic engagement, arts, health, and human services. Its 2024 median grant was $25,000; specific programs offer grants ranging from small grants of up to $2,000 to capital grants of up to $100,000. The profile describes application-based programs but does not state whether unsolicited requests are accepted.
Assets
$630.1M
Grants
823
Total Given
$90.4M
Bristol-Myers Squibb Foundation Inc
Princeton, NJ
The Bristol-Myers Squibb Foundation supports health access and stronger health systems, with a focus on adult and pediatric cancers, blood disorders, brain health, and clinical-trial participation in the United States, Brazil, India, and ten Sub-Saharan African countries. In 2024, its median grant was about $134,000, though awards varied widely; it does not state whether it accepts unsolicited requests, and advises prospective applicants to contact the Foundation about its process.
Assets
$83.3M
Grants
144
Total Given
$67.7M
Columbus Foundation
Columbus, OH
The Columbus Foundation supports a broad range of nonprofit work, including arts, education, health, basic needs, neighborhoods, and capacity building, primarily in central Ohio. Its 2024 grants had a median of $21,471, though amounts varied widely. Most grants are directed by donors and aren’t made through an application process, but some specific programs accept applications.
Assets
$2.8B
Grants
1,747
Total Given
$242.7M
The Cleveland Foundation
Cleveland, OH
The Cleveland Foundation funds education, human services, neighborhoods and housing, health, arts and culture, the environment, economic development, and other community priorities, primarily through grants to nonprofits in Cuyahoga, Lake and Geauga counties. Its 2024 grants ranged from about $5,000 to $17.5 million, with a median of about $30,700. It accepts applications year-round through its standard grant process, with deadlines determining which cycle an application enters.
Assets
$3.3B
Grants
1,016
Total Given
$184.2M
The Scripps Howard Foundation
Cincinnati, OH
The foundation supports journalism education and related programs that foster informed, engaged communities, including journalism fellowships and environmental and technology-focused journalism initiatives. In 2024, grants ranged from $25 to $675,706, with a median of $1,250; funding was concentrated in Maryland and Washington, D.C., followed by Arizona, Ohio, and Colorado. The profile does not state whether it accepts unsolicited requests.
Assets
$69.4M
Grants
819
Total Given
$7.4M
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 Tr Uw Carl F Hertenstein General 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.
Tr Uw Carl F Hertenstein General Trust down — hundreds of funders to go?