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Fitzsimonds Charitable Trust is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 2000. The principal officer is Jp Morgan Chase Bank Na. It holds total assets of $3.1M. Annual income is reported at $161K. The foundation is governed by 5 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 2017 to 2023. The foundation primarily funds organizations in Wisconsin and Colorado. According to available records, Fitzsimonds Charitable Trust has made 105 grants totaling $855K, with a median grant of $8K. The foundation has distributed between $150K and $360K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $360K distributed across 42 grants. Individual grants have ranged from $3K to $20K, with an average award of $8K. The foundation has supported 28 unique organizations. The foundation primarily supports organizations in Wisconsin, Colorado, Illinois, which account for 86% of all grants. Grantmaking reaches organizations across 6 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$3K
Median Grant
$5K
Average Grant
$7K
Largest Grant
$15K
Based on 21 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.
Fitzsimonds Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 105 grants. Its grantmaking reaches organizations primarily in WI, CO, IL.
Fitzsimonds Charitable Trust has distributed a total of $855K across 105 grants. The median grant size is $8K, with an average of $8K. Individual grants have ranged from $3K to $20K.
Fitzsimonds Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Fitzsimonds Charitable Trust is headquartered in MILWAUKEE, WI. While based in WI, the foundation distributes grants to organizations across 6 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Susan Hedrick | TRUSTEE | $0 | $0 | N/A |
| Leona I Fitzsimonds | TRUSTEE | $0 | $0 | N/A |
| Stephen R Fitzsimonds | TRUSTEE | $0 | $0 | N/A |
| Michael Hedrick | TRUSTEE | $0 | $0 | N/A |
| Mary Ellen Fitzsimonds | TRUSTEE | $0 | $0 | N/A |
Total Giving
$243K
Total Assets
$3.4M
Fair Market Value
$3.4M
Net Worth
$3.4M
Grants Paid
$180K
Contributions
N/A
Net Investment Income
$375K
Distribution Amount
$162K
Total Grants
105
Total Giving
$855K
Average Grant
$8K
Median Grant
$8K
Unique Recipients
28
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Drake UniversityGENERAL | Des Moine, IA | $8K | 2023 |
| Boys And Girls Club Of Greater MilwaukeeGENERAL | Milwaukee, WI | $20K | 2023 |
| LifestridersGeneral | Waukesha, WI | $15K | 2023 |
| Douglas County Land ConservancyGENERAL | Castle Rock, CO | $10K | 2023 |
| United Way Of Greater MilwaukeeGENERAL | Milwaukee, WI | $10K | 2023 |
| Kandu IndustriesGENERAL | Janesville, WI | $10K | 2023 |
| Wildlife In Need Center LtdGENERAL | Oconomowoc, WI | $10K | 2023 |
| Milwaukee Public Library FoundationGENERAL | Milwaukee, WI | $10K | 2023 |
| Help And Hope CenterGENERAL | Castle Rock, CO | $10K | 2023 |
| United Performing Arts FundGENERAL | Milwaukee, WI | $10K | 2023 |
| Watertown Humane SocietyGENERAL | Watertown, WI | $10K | 2023 |
| Clothes To Kids Of DenverGENERAL | Denver, CO | $7K | 2023 |
| Misericordia Heart Of MercyGENERAL | Chicago, IL | $5K | 2023 |
| Penfield Children'S CenterGENERAL | Milwaukee, WI | $5K | 2023 |
| Milwaukee Public MuseumGENERAL | Milwaukee, WI | $5K | 2023 |
| Friends Of The DomesGENERAL | Milwaukee, WI | $5K | 2023 |
| Sigma Alpha Epsilon FoundationGENERAL | Evanston, IL | $5K | 2023 |
| Kappa Alpha Theta FoundationGENERAL | Indianapolis, IN | $5K | 2023 |
| Ohio State University FoundationLIFE SPORTS PROGRAM | Columbus, OH | $5K | 2023 |
| Wisconsin Humane SocietyGENERAL | Milwaukee, WI | $5K | 2023 |
| Boys And Girls Club Of ColoradoGENERAL | Denver, CO | $5K | 2023 |
| Special Olympics Of ColoradoGENERAL | Englewood, CO | $5K | 2023 |
| Medical College Of WisconsinEye Institute - for Glaucoma Research | Milwaukee, WI | $10K | 2022 |
| Milwaukee Symphony OrchestraGENERAL | Milwaukee, WI | $5K | 2022 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI