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Daggett Charitable Trust is a private trust based in MONTELLO, WI. The foundation received its IRS ruling in 2004. The principal officer is Robert Daggett. It holds total assets of $149K. Annual income is reported at $38K. Total assets have decreased from $985K in 2011 to $155K in 2023. The foundation is governed by 5 officers and trustees. The Daggett Charitable Trust supports the Preservation and Maintenance of the Daggett Memorial Park in Montello WI. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. According to available records, Daggett Charitable Trust has made 3 grants totaling $1M, with a median grant of $150K. Individual grants have ranged from $600 to $878K, with an average award of $343K. The foundation has supported 2 unique organizations. Grant recipients are concentrated in Wisconsin. Contributions to this foundation are tax-deductible.
The Daggett Charitable Trust supports the Preservation and Maintenance of the Daggett Memorial Park in Montello WI
Expenses: $10K
The Daggett Charitable Trust supports the Preservation and Maintenance of the Daggett Memorial Park in Montello WI. Based on available records, the foundation has funded 3 grants. Its grantmaking reaches organizations primarily in WI.
Daggett Charitable Trust has distributed a total of $1M across 3 grants. The median grant size is $150K, with an average of $343K. Individual grants have ranged from $600 to $878K.
Daggett Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Daggett Charitable Trust is headquartered in MONTELLO, WI.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Robert Daggett | Trustee | $0 | $0 | N/A |
| Jena Daggett | Trustee | $0 | $0 | N/A |
| Brian Daggett | Trustee | $0 | $0 | N/A |
| Dale Daggett | Trustee | $0 | $0 | N/A |
| Alexis Daggett | Trustee | $0 | $0 | N/A |
Total Giving
$10K
Total Assets
$155K
Fair Market Value
$165K
Net Worth
$155K
Grants Paid
N/A
Contributions
N/A
Net Investment Income
$3K
Distribution Amount
N/A
Total: $145K
Total Grants
3
Total Giving
$1M
Average Grant
$343K
Median Grant
$150K
Unique Recipients
2
Most Common Grant
$878K
of 2021 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| City Of MontelloTransfer Real Estate to the City of Montello | Montello, WI | $878K | 2021 |
| Walton MemorialsPurchased Memorial | Princeton, WI | $600 | 2021 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI