Donald And Donna Baumgartner Charitable Trust is located in Milwaukee, WI. The organization was established in 2016. According to its NTEE Classification (T22) the organization is classified as: Private Independent 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. Donald And Donna Baumgartner 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 11/2023, Donald And Donna Baumgartner Charitable Trust generated $1.0m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 0.5% each year.
Since 2018, Donald And Donna Baumgartner Charitable Trust has awarded 20 individual grants totaling $1,449,866. 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.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Donald W Baumgartner Trustee | 0.5 | $0 | |
Donna F Baumgartner Trustee | 0.5 | $0 |
Statement of Revenue | |
---|---|
Contributions, Gifts, Grants & Similar | $494,483 |
Interest on Savings | $807 |
Dividends & Interest | $35,469 |
Net Rental Income | $0 |
Net Gain on Sale of Assets | $498,398 |
Capital Gain Net Income | $498,398 |
Net ST Capital Gain | $0 |
Income Modifications | $0 |
Profit on Inventory Sales | $0 |
Other Income | $8,071 |
Total Revenue | $1,037,228 |
Statement of Expenses | |
---|---|
Compensation of officers, directors, trustees, etc | $0 |
Other employee salaries and wages | $0 |
Pension plans, employee benefits | $0 |
Interest | $0 |
Taxes | $560 |
Depreciation | $0 |
Occupancy | $0 |
Travel, conferences, and meetings | $0 |
Printing and publications | $0 |
Other expenses | $10 |
Total operating and administrative expenses | $5,558 |
Contributions, gifts, grants paid | $1,065,876 |
Total expenses and disbursements | $1,071,434 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $0 |
Savings and temporary cash investments | $10,216 |
Net Accounts receivable | $0 |
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 | $1,403,716 |
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 |
Over the last fiscal year, Donald And Donna Baumgartner Charitable Trust has awarded $1,065,876 in support to 11 organizations.
Grant Recipient | Amount |
---|---|
MILWAUKEE BALLET PURPOSE: GENERAL OPERATIONS | $370,000 |
IMAGINE MKE PURPOSE: GENERAL OPERATIONS | $50,000 |
MILWAUKEE ART MUSEUM PURPOSE: GENERAL OPERATIONS | $60,615 |
THE FLORENTINE OPERA COMPANY PURPOSE: GENERAL OPERATIONS | $135,761 |
MARCUS PERFORMING ARTS CENTER PURPOSE: GENERAL OPERATIONS | $250,000 |
SCULPTURE MILWAUKEE INC PURPOSE: GENERAL OPERATIONS | $50,000 |