Donald And Donna Baumgartner Charitable Trust
- Assets
- $1.4m
- Revenue
- $123.5k
- Investments
- $1.4m
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 04/2016
- Data as of
- 11/2022
- EIN
- 47-5676223
Organization Overview
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 11/2022, Donald And Donna Baumgartner Charitable Trust generated $123.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (29.4%) each year.
Since 2018, Donald And Donna Baumgartner Charitable Trust has awarded 13 individual grants totaling $483,990. 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 |
|---|---|---|---|
Donald W Baumgartner Trustee | 0.5 | $0 | |
Donna F Baumgartner Trustee | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $91,000 |
| Interest on Savings | $172 |
| Dividends & Interest | $45,380 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$19,372 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $6,318 |
| Total Revenue | $123,498 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $3,000 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $150 |
| Total operating and administrative expenses | $8,389 |
| Contributions, gifts, grants paid | $183,990 |
| Total expenses and disbursements | $192,379 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $24,427 |
| 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 | $1,438,413 |
| 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, Donald And Donna Baumgartner Charitable Trust has awarded $183,990 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
MILWAUKEE BALLET PURPOSE: GENERAL OPERATIONS | $85,000 |
Milwaukee, WI PURPOSE: GENERAL OPERATIONS | $47,985 |
Milwaukee, WI PURPOSE: GENERAL OPERATIONS | $25,000 |
THE FLORENTINE OPERA COMPANY PURPOSE: GENERAL OPERATIONS | $20,005 |
Milwaukee, WI PURPOSE: GENERAL OPERATIONS | $6,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
International Childrens Fund Inc Neenah, WI | $1,153,019 | $79,562,043 |
Van Andel Institute Grand Rapids, MI | $1,815,971,878 | $111,524,637 |
William Davidson Foundation Birmingham, MI | $1,107,938,800 | $127,279,050 |
Ronda E Stryker & William D Johnston Foundation Kalamazoo, MI | $63,637,902 | $79,561,320 |
Pritzker Family Foundation Chicago, IL | $156,116,781 | $25,309,600 |
Gilbert Family Foundation Detroit, MI | $122,833,560 | $20,538,766 |
Ghr Foundation Minneapolis, MN | $0 | $118,752,892 |
Paul M Angell Family Foundation Chicago, IL | $1,816,327 | $24,997,411 |
Alfred And Isabel Bader 2014 Charitable Trust Milwaukee, WI | $88,717,556 | $62,553,918 |
Anthony Pritzker Fam Foundation Chicago, IL | $0 | $37,184,888 |
Goodman Family Operating Foundation Chaska, MN | $298,216,479 | $15,439,155 |
Robert And Adele Schiff Family Foundation Inc Milwaukee, WI | $226,331,394 | $18,541,997 |