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Donald And Donna Baumgartner Charitable Trust is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 2016. The principal officer is Donald W Baumgartner. It holds total assets of $1.4M. Annual income is reported at $1.8M. Total assets have grown from $978K in 2018 to $1.4M in 2022. The foundation is governed by 2 officers and trustees. 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 2016 to 2023. Grantmaking is concentrated in Wisconsin. According to available records, Donald And Donna Baumgartner Charitable Trust has made 16 grants totaling $1.2M, with a median grant of $49K. Annual giving has grown from $184K in 2022 to $1.1M in 2023. Individual grants have ranged from $5K to $370K, with an average award of $78K. The foundation has supported 12 unique organizations. Grants have been distributed to organizations in Wisconsin and Colorado and Pennsylvania. Contributions to this foundation are tax-deductible.
Smallest Grant
$6K
Median Grant
$25K
Average Grant
$37K
Largest Grant
$85K
Based on 5 grants from the most recent 990-PF filing.
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.
Donald And Donna Baumgartner Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 16 grants. Its grantmaking reaches organizations primarily in WI, CO, PA.
Donald And Donna Baumgartner Charitable Trust has distributed a total of $1.2M across 16 grants. The median grant size is $49K, with an average of $78K. Individual grants have ranged from $5K to $370K.
Donald And Donna Baumgartner Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Donald And Donna Baumgartner Charitable Trust is headquartered in MILWAUKEE, WI. While based in WI, the foundation distributes grants to organizations across 3 states.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Donald W Baumgartner | TRUSTEE | $0 | $0 | N/A |
| Donna F Baumgartner | TRUSTEE | $0 | $0 | N/A |
Total Giving
$1.1M
Total Assets
$1.4M
Fair Market Value
$1.7M
Net Worth
$1.4M
Grants Paid
$1.1M
Contributions
$494K
Net Investment Income
$531K
Distribution Amount
$76K
Total Grants
16
Total Giving
$1.2M
Average Grant
$78K
Median Grant
$49K
Unique Recipients
12
Most Common Grant
$30K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Milwaukee BalletGENERAL OPERATIONS | Milwaukee, WI | $370K | 2023 |
| Marcus Performing Arts CenterGENERAL OPERATIONS | Milwaukee, WI | $250K | 2023 |
| The Florentine Opera CompanyGENERAL OPERATIONS | Milwaukee, WI | $136K | 2023 |
| Milwaukee Art MuseumGENERAL OPERATIONS | Milwaukee, WI | $61K | 2023 |
| Matc FoundationGENERAL OPERATIONS | Milwaukee, WI | $60K | 2023 |
| Imagine MkeGENERAL OPERATIONS | Milwaukee, WI | $50K | 2023 |
| Sculpture Milwaukee IncGENERAL OPERATIONS | Milwaukee, WI | $50K | 2023 |
| Vail Valley Dance FestivalGENERAL OPERATIONS | Avon, CO | $30K | 2023 |
| Milwaukee Chamber TheatreGENERAL OPERATIONS | Milwaukee, WI | $30K | 2023 |
| Lynden IncGENERAL OPERATIONS | River Hills, WI | $25K | 2023 |
| Jack Miller CenterGENERAL OPERATIONS | Bala Cynwyd, PA | $5K | 2023 |
| Milwaukee Institute Of Art And DesignGENERAL OPERATIONS | Milwaukee, WI | $6K | 2022 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI