Mission
TRUST ASSETS ARE INVESTED TO PROVIDE INCOME TO BE DISTRIBUTED TO THE CHARITIES NAMED IN THE GOVERNING DOCUMENT
Public Charity
TR UW CARL F HERTENSTEIN GENERAL TRUST
TR UW CARL F HERTENSTEIN GENERAL TRUST, of CINCINNATI, OH, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $793K in revenue, $790K in expenses, $12.6M in total assets. IRS filings disclose 24 grants awarded by this foundation, totaling roughly $3.8M.
EIN: 316116343
CINCINNATI, OH
Latest filing: 2025
Total Revenue$793K
Total Expenses$790K
Total Assets$12.6M
Grants Given24
Grant Total$3.8M
Filing Years2021–2025
Sample Grants Given
ANNUAL FUND
$266,455
ANNUAL FUND
$199,840
ANNUAL FUND
$99,921
ANNUAL FUND
$99,921
ANNUAL FUND
$245,000
Showing up to 5 of 24 total records — full history available with membership.
Officers & Directors
TRUSTEE
Fifth Third Bank N A
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $793K | $790K | $12.6M |
| 2024 | $5.3M | $727K | $12.6M |
| 2023 | $876K | $766K | $8.0M |
| 2022 | $345K | $788K | $7.9M |
| 2021 | $1.1M | $706K | $8.3M |
Between 2021 and 2025, reported annual revenue declined from $1.1M to $793K (-25%), with total assets most recently reported at $12.6M.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in NY, OH.
NYOH
Full geographic grant map with state-by-state breakdown available with membership.