Fitzsimonds Charitable Trust
- Assets
- $3.3m
- Revenue
- $291.9k
- Investments
- $3.0m
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 09/2000
- Data as of
- 12/2021
- EIN
- 31-1723311
Organization Overview
Fitzsimonds Charitable Trust is located in Milwaukee, WI. The organization was established in 2000. According to its NTEE Classification (T21) the organization is classified as: Corporate Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Fitzsimonds Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Fitzsimonds Charitable Trust generated $291.9k in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 24.1% each year . All expenses for the organization totaled $231.2k during the year ending 12/2021. While expenses have increased by 3.3% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Fitzsimonds Charitable Trust has awarded 113 individual grants totaling $825,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Susan Hedrick Trustee | 1 | $0 | |
Leona I Fitzsimonds Trustee | 1 | $0 | |
Stephen R Fitzsimonds Trustee | 1 | $0 | |
Michael Hedrick Trustee | 1 | $0 | |
Mary Ellen Fitzsimonds Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $175 |
| Dividends & Interest | $112,112 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $167,073 |
| Capital Gain Net Income | $167,073 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $12,538 |
| Total Revenue | $291,898 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $14,825 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $66,220 |
| Contributions, gifts, grants paid | $165,000 |
| Total expenses and disbursements | $231,220 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $385,713 |
| Net Accounts receivable | $150 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $3,344,712 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Fitzsimonds Charitable Trust has awarded $165,000 in support to 20 organizations.
| Grant Recipient | Amount |
|---|---|
UNITED PERFORMING ARTS FUND PURPOSE: GENERAL | $15,000 |
UNITED WAY OF GREATER MILWAUKEE PURPOSE: GENERAL | $15,000 |
Waukesha, WI PURPOSE: GENERAL | $15,000 |
Milwaukee, WI PURPOSE: GENERAL | $15,000 |
OHIO STATE UNIVERSITY FOUNDATION PURPOSE: LIFE SPORTS PROGRAM | $10,000 |
DRAKE UNIVERSITY PURPOSE: GENERAL | $10,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Joyce Foundation Chicago, IL | $1,408,794,882 | $150,496,278 |
Lynde And Harry Bradley Foundation Inc Milwaukee, WI | $1,061,478,184 | $82,867,746 |
United Health Foundation Minnetonka, MN | $216,072,517 | $86,645 |
Herbert H & Grace A Dow Foundation Midland, MI | $575,608,768 | $36,767,282 |
Dte Energy Foundation Detroit, MI | $165,950,300 | $32,183,321 |
Exelon Foundation Chicago, IL | $116,558,021 | $16,716,086 |
Highlands Foundation Inc Madison, WI | $16,807,622 | $1,089,528 |
Rockwell Automation Charitable Corporation Milwaukee, WI | $6,137,007 | $10,007,891 |
Gii Charities Grand Rapids, MI | $4,065,002 | $6,112,431 |
The Green Fern Foundation Minneapolis, MN | $108,921,285 | $8,489,620 |
Kehe Cares Foundation Inc Naperville, IL | $5,804,063 | $7,449,461 |
G Carl Ball Family Foundation West Chicago, IL | $40,772,718 | $1,501,347 |