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EIN 47-5676223

Donald and Donna Baumgartner Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Milwaukee
State
Wisconsin
Year formed
2016
Most recent tax filings
2023-11-01
NTEE code, primary
T20: Private Foundations
Description
The Donald and Donna Baumgartner Charitable Trust is a private foundation located in Milwaukee, WI. Its purpose is tax exempt income and it primarily funds general operations. Grantees include the Milwaukee Ballet and others, and the trust made five grants last year.
Total revenues
$1,037,228
2023
Total expenses
$1,071,434
2023
Total assets
$1,403,716
2023
Num. employees
0
2023

Program areas at Donald and Donna Baumgartner Charitable Trust

Tax exempt income.

Grants made by Donald and Donna Baumgartner Charitable Trust

GranteeGrant descriptionAmount
Marcus Center for the Performing ArtsGeneral Operations$250,000
Florentine Opera CompanyGeneral Operations$135,761
Milwaukee Art MuseumGeneral Operations$60,615
...and 5 more grants made

Personnel at Donald and Donna Baumgartner Charitable Trust

NameTitleCompensation
Donald BaumgartnerTrustee$0

Financials for Donald and Donna Baumgartner Charitable Trust

RevenuesFYE 11/2023
Total grants, contributions, etc.$494,483
Investment income and dividends$36,276
Net rental income$0
Net gain from sale of non-inventory assets$498,398
Gross sales of inventory$0
Miscellaneous revenues$8,071
Total revenues$1,037,228

Form 990s for Donald and Donna Baumgartner Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-112024-04-09990PFView PDF
2022-112023-04-14990PFView PDF
2021-112022-04-28990PFView PDF
2020-112021-06-17990PFView PDF
2019-112020-10-20990PRView PDF
...and 3 more Form 990s
Data update history
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 15, 2023
Posted financials
Added Form 990PF for fiscal year 2022
October 23, 2021
Posted financials
Added Form 990PF for fiscal year 2020
August 19, 2021
Posted financials
Added Form 990R for fiscal year 2019
November 30, 2019
Posted financials
Added Form 990PF for fiscal year 2018
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Arts, cultural, and humanities
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
Foley 777 E Wisconsin Ave Ste 3500
Milwaukee, WI 53202
Metro area
Milwaukee-Waukesha, WI
County
Milwaukee County, WI
Phone
(414) 319-7053
IRS details
EIN
47-5676223
Fiscal year end
November
Taxreturn type
Form 990-PF
Year formed
2016
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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