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EIN 31-1723311

Fitzsimonds Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Milwaukee
State
Wisconsin
Year formed
2000
Most recent tax filings
2023-12-01
NTEE code, primary
T21: Corporate foundations
Description
The Fitzsimonds Charitable Trust is a corporate foundation located in Milwaukee, WI that primarily funds general life sports programs and an eye institute for glaucoma research. Its purpose is to receive an excise tax refund. Grantees include the Boys and Girls Club of Greater Milwaukee and others, with 21 grants made last year.
Total revenues
$413,211
2023
Total expenses
$243,202
2023
Total assets
$3,375,628
2023
Num. employees
0
2023

Program areas at Fitzsimonds Charitable Trust

Excise tax refund

Grants made by Fitzsimonds Charitable Trust

GranteeGrant descriptionAmount
Boys and Girls Clubs of Greater MilwaukeeGeneral$20,000
LifeStridersGeneral$15,000
Milwaukee Public Library FoundationGeneral$10,000
...and 15 more grants made

Personnel at Fitzsimonds Charitable Trust

NameTitleCompensation
Leona FitzsimondsTrustee$0

Financials for Fitzsimonds Charitable Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$66,783
Net rental income$0
Net gain from sale of non-inventory assets$338,244
Gross sales of inventory$0
Miscellaneous revenues$8,184
Total revenues$413,211

Form 990s for Fitzsimonds Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-04-30990PFView PDF
2022-122023-05-19990PFView PDF
2021-122022-05-16990PFView PDF
2020-122021-06-23990PFView PDF
2018-122019-09-14990PFView PDF
...and 7 more Form 990s
Data update history
July 11, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 5, 2023
Posted financials
Added Form 990PF for fiscal year 2022
November 1, 2021
Posted financials
Added Form 990PF for fiscal year 2020
November 16, 2019
Posted financials
Added Form 990PF for fiscal year 2018
May 30, 2019
Updated personnel
Identified 5 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsCorporate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
777 E Wisconsin Ave Ste 3500
Milwaukee, WI 53202
Metro area
Milwaukee-Waukesha, WI
County
Milwaukee County, WI
Phone
(414) 297-5786
IRS details
EIN
31-1723311
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2000
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T21: Corporate foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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