Donald And Donna Baumgartner Charitable Trust
- Assets
- $1.4m
- Revenue
- $1.0m
- Investments
- $1.4m
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 04/2016
- Data as of
- 11/2023
- 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 11/2023, 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.
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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 | $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 |
Grants Awarded
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 |