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Dorn Charitable Trust is a private trust based in WAUKESHA, WI. The foundation received its IRS ruling in 2015. The principal officer is Waukesha State Bank. It holds total assets of $1.2M. Annual income is reported at $472K. Total assets have decreased from $1.8M in 2014 to $1.4M in 2023. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2018 to 2023. According to available records, Dorn Charitable Trust has made 4 grants totaling $680K, with a median grant of $192K. Annual giving has grown from $76K in 2021 to $220K in 2023. Grantmaking activity was highest in 2022 with $383K distributed across 2 grants. Individual grants have ranged from $76K to $220K, with an average award of $170K. Grant recipients are concentrated in Wisconsin. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Dorn Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 4 grants. Its grantmaking reaches organizations primarily in WI.
Dorn Charitable Trust has distributed a total of $680K across 4 grants. The median grant size is $192K, with an average of $170K. Individual grants have ranged from $76K to $220K.
Dorn Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Dorn Charitable Trust is headquartered in WAUKESHA, WI.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Waukesha State Bank | TRUSTEE | $12K | $0 | $12K |
Total Giving
$245K
Total Assets
$1.4M
Fair Market Value
$1.6M
Net Worth
$1.4M
Grants Paid
$220K
Contributions
N/A
Net Investment Income
$116K
Distribution Amount
$81K
Total Grants
4
Total Giving
$680K
Average Grant
$170K
Median Grant
$192K
Unique Recipients
1
Most Common Grant
$192K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| St Joseph ParishPROGRAM SUPPORT | Appleton, WI | $220K | 2023 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI