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Nonprofit · EIN 31-6258173

DOROTHY M M KERSTEN CHARITABLE TRUST 04-4825

Tax-exempt · MILWAUKEE, WI 53201

Financials

$1.5M$1.7M2023$2.1M$1.8M2024
Revenue Expenses · by fiscal year end
Financials of DOROTHY M M KERSTEN CHARITABLE TRUST 04-4825 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$2,088,377$1,775,756$312,621$25,099,731$0$25,099,731
June 30, 2024990-PF$1,529,299$1,684,151-$154,852$24,787,131$0$24,787,131
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$834,311
Net gain from sales of assets
$1,253,635
Other income
$431

Expenses

Grants and similar amounts paid
$1,348,485
Compensation of officers, directors and key employees
$399,806
Disbursements for charitable purposes
$1,390,166
Excise tax on investment income
$23,852

Balance sheet and other

Total assets, start of year
$24,787,131
Total assets, end of year
$25,099,731
Total liabilities, end of year
$0
Net assets, end of year
$25,099,731
Fair market value of assets
$30,271,902
Qualifying distributions
$1,390,166
Net investment income
$2,084,316

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$399,806
990-PF for the year ended June 30, 2024: 1 people
NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$378,608

Address and contacts

Address (IRS master file)
PO BOX 634, MILWAUKEE, WI 53201-0634
In care of
% US BANK NA
Signed the 990-PF
U S BANK N A BY, TRUSTEE
Phone
(513) 632-4588
Return prepared by
PWC US TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
31-6258173
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1986
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$25,099,731
Income (IRS master file)
$17,980,218

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$2,088,377$1,775,756$25,099,731XML
990-PFJune 2024$1,529,299$1,684,151$24,787,131XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-6258173).

Questions about DOROTHY M M KERSTEN CHARITABLE TRUST 04-4825

What is the EIN of DOROTHY M M KERSTEN CHARITABLE TRUST 04-4825?
The employer identification number (EIN) of DOROTHY M M KERSTEN CHARITABLE TRUST 04-4825 is 31-6258173.
Is DOROTHY M M KERSTEN CHARITABLE TRUST 04-4825 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
Are donations to DOROTHY M M KERSTEN CHARITABLE TRUST 04-4825 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DOROTHY M M KERSTEN CHARITABLE TRUST 04-4825 file?
Form 990-PF. Private foundations file every year.
When is the next return of DOROTHY M M KERSTEN CHARITABLE TRUST 04-4825 due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DOROTHY M M KERSTEN CHARITABLE TRUST 04-4825 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of DOROTHY M M KERSTEN CHARITABLE TRUST 04-4825?
The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $399,806 (US BANK N A, TRUSTEE).
How much revenue does DOROTHY M M KERSTEN CHARITABLE TRUST 04-4825 have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $2,088,377, expenses of $1,775,756 and total assets of $25,099,731 at year end.

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