Dorothy M M Kersten Charitable Trust 04 4825

Milwaukee, WI
Tax-exempt since Feb. 1986
EIN: 31-6258173

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$1.53M (2024)

Expenses

$1.68M (2024)

Total Assets

$24.8M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Revenue

$1,529,299

Expenses

$1,684,151

Net Income

-$154,852

Net Assets

$24,787,131

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$790,476	51.7%
Sales of Assets	$738,356	48.3%
Other Income	$467	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,314,464	78.0%
Compensation of Officers*	$378,608	22.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$24,787,131
Total Liabilities	$0
Net Assets	$24,787,131

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$378,608	$0

990-PF

Filed on Oct. 29, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2023

Revenue

$1,650,771

Expenses

$1,734,528

Net Income

-$83,757

Net Assets

$24,946,820

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$661,002	40.0%
Sales of Assets	$989,087	59.9%
Other Income	$682	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,412,739	81.4%
Compensation of Officers*	$330,699	19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$24,946,820
Total Liabilities	$0
Net Assets	$24,946,820

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$330,699	$0

990-PF

Filed on Nov. 9, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2022

Revenue

$3,128,787

Expenses

$1,664,916

Net Income

$1,463,871

Net Assets

$25,045,162

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$620,441	19.8%
Sales of Assets	$2,508,124	80.2%
Other Income	$222	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,350,292	81.1%
Compensation of Officers*	$338,092	20.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$25,045,162
Total Liabilities	$0
Net Assets	$25,045,162

Compensation

Key Employees and Officers	Compensation	Other
U S Bank (Trustee)	$338,092	$0

990-PF

Filed on Oct. 27, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2021

Revenue

$7,325,050

Expenses

$1,729,483

Net Income

$5,595,567

Net Assets

$23,580,961

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$558,526	7.6%
Sales of Assets	$6,744,945	92.1%
Other Income	$21,579	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,310,413	75.8%
Compensation of Officers*	$323,041	18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$23,580,962
Total Liabilities	$1
Net Assets	$23,580,961

Compensation

Key Employees and Officers	Compensation	Other
U S Bank (Trustee)	$323,041	$0

990-PF

Filed on Nov. 1, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2020

Revenue

$1,387,522

Expenses

$1,636,603

Net Income

-$249,081

Net Assets

$17,985,443

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$600,521	43.3%
Sales of Assets	$786,996	56.7%
Other Income	$5	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,311,650	80.1%
Compensation of Officers*	$302,538	18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,985,444
Total Liabilities	$1
Net Assets	$17,985,443

Compensation

Key Employees and Officers	Compensation	Other
U S Bank (Trustee)	$302,538	$0

990-PF

Filed on Nov. 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2019

Revenue

$964,059

Expenses

$1,592,351

Net Income

-$628,292

Net Assets

$18,236,223

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$658,656	68.3%
Sales of Assets	$298,794	31.0%
Other Income	$6,609	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,280,486	80.4%
Compensation of Officers*	$327,920	20.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,236,224
Total Liabilities	$1
Net Assets	$18,236,223

Compensation

Key Employees and Officers	Compensation	Other
U S Bank (Trustee)	$327,920	$0

990-PF

Filed on May 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2018

Revenue

$1,952,853

Expenses

$1,641,964

Net Income

$310,889

Net Assets

$18,879,669

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$637,014	32.6%
Sales of Assets	$1,315,839	67.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,293,815	78.8%
Compensation of Officers*	$348,979	21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,879,669
Total Liabilities	$0
Net Assets	$18,879,669

Compensation

Key Employees and Officers	Compensation	Other
U S Bank (Trustee)	$348,979	$0

990-PF

Filed on Nov. 5, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2017

Revenue

$1,706,139

Expenses

$1,540,529

Net Income

$165,610

Net Assets

$18,576,475

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$629,048	36.9%
Sales of Assets	$1,025,078	60.1%
Other Income	$52,013	3.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,222,099	79.3%
Compensation of Officers*	$327,145	21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,576,475
Total Liabilities	$0
Net Assets	$18,576,475

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$327,145	$0

990-PF

Filed on May 10, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2016

Revenue

$1,030,579

Expenses

$1,555,436

Net Income

-$524,857

Net Assets

$18,411,384

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$599,989	58.2%
Sales of Assets	$430,590	41.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,240,359	79.7%
Compensation of Officers*	$321,838	20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,411,384
Total Liabilities	$0
Net Assets	$18,411,384

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$321,838	$0

990-PF

Filed on Oct. 29, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2015

Revenue

$1,630,088

Expenses

$1,459,344

Net Income

$170,744

Net Assets

$18,937,797

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$778,192	47.7%
Sales of Assets	$851,896	52.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,112,052	76.2%
Compensation of Officers*	$341,422	23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,937,797
Total Liabilities	$0
Net Assets	$18,937,797

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$341,422	$0

990-PF

Filed on Nov. 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2014

Revenue

$1,469,269

Expenses

$1,776,084

Net Income

-$306,815

Net Assets

$18,767,775

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$633,125	43.1%
Sales of Assets	$836,144	56.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,443,825	81.3%
Compensation of Officers*	$332,795	18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,767,775
Total Liabilities	$0
Net Assets	$18,767,775

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$332,795	$0

990-PF

Filed on Oct. 1, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2013

Revenue

$1,029,261

Expenses

$864,664

Net Income

$164,597

Net Assets

$18,941,633

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$567,421	55.1%
Sales of Assets	$436,717	42.4%
Other Income	$25,123	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$620,852	71.8%
Compensation of Officers*	$265,447	30.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,941,634
Total Liabilities	$1
Net Assets	$18,941,633

990-PF

Filed on Dec. 16, 2013

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2012

Revenue

$991,511

Expenses

$1,640,858

Net Income

-$649,347

Net Assets

$18,916,976

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$586,205	59.1%
Sales of Assets	$405,306	40.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,355,170	82.6%
Compensation of Officers*	$227,503	13.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,916,977
Total Liabilities	$1
Net Assets	$18,916,976

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated September 25, 2025

Dorothy M M Kersten Charitable Trust 04 4825

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.53M (2024)

Expenses $1.68M (2024)

Total Assets $24.8M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$1.53M (2024)

Expenses

$1.68M (2024)

Total Assets

$24.8M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending June
2024

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2023

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2022

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2021

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2020

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2019

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2018

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2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

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2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

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2011

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2010

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2009

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2008

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2007

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2005

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2004

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2003

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2002