Daggett Charitable Trust
Daggett Charitable Trust is a private foundation, based in Montello, WI. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $149K in total assets. In 2024, it made $5K in qualifying distributions. Net investment income was $5K.
Daggett Charitable Trust at a glance
- Total assets
- $149,221
- -3.6% vs 2023
- Revenue (2024)
- $7,893
- +43.6% vs 2023
- Qualifying distributions (2024)
- $5,017
- -37.1% vs 2023
- Expenses (2024)
- $7,495
- -26.6% vs 2023
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Daggett Charitable Trust funds
How this funder distributes its grants
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 2 grants of 4 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2021, annual grant giving ranged from $1K (2020) to $1.0M (2021). In 2021 it made 3 grants totaling $1.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| City of Montello Montello, WI | Transfer Real Estate to the City of Montello | $878,080 |
| City of Montello Montello, WI | To Maintain The City Park | $150,000 |
| Walton Memorials Princeton, WI | Purchased Memorial | $600 |
Ready to take the next step with Daggett Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income |
|---|---|---|---|---|---|---|---|
| 2024 | $149,221 | $7,893 | $7,495 | — | — | $5,017 | $4,986 |
| 2023 | $154,757 | $5,498 | $10,210 | — | — | $7,982 | $3,270 |
| 2022 | $159,469 | $1,969 | $9,570 | — | — | $7,092 | $1,449 |
| 2021 | $167,070 | $14,528 | $1,033,532 | $1,028,680 | 3 | $1,030,498 | $11,494 |
| 2020 | $1,190,076 | $20,600 | $7,800 | $1,000 | 1 | — | $15,859 |
| 2019 | $1,189,351 | $12,599 | $6,016 | — | — | — | — |
Leadership & Key People
Officers and directors from IRS filings
Daggett Charitable Trust's 2024 filing lists 5 officers; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Dale Daggett
Trustee
Trustee → Trustsee, 2020
Trustsee → Trustee, 2022
On filings since 2019
No compensation reported
Robert Daggett
Trustee
On filings since 2019
No compensation reported
Alexis Daggett
Trustee
On filings since 2021
No compensation reported
Brian Daggett
Trustee
On filings since 2021
No compensation reported
Jena Daggett
Trustee
On filings since 2021
No compensation reported
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Daggett Charitable Trust
How large is Daggett Charitable Trust?
Daggett Charitable Trust reported $149K in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $8K.
Where does Daggett Charitable Trust operate?
Daggett Charitable Trust has awarded grants in Wisconsin.
What is Daggett Charitable Trust's EIN?
Daggett Charitable Trust's EIN (Employer Identification Number) is 39-6632001. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS July 27, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 23, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS September 18, 2025)
- IRS filings on file for fiscal years 2019–2024
Live grants for the work Daggett Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Daggett Charitable Trust's focus areas in our free grants database
Similar Funders
Similar funders in Wisconsin
Thrivent Charitable Impact & Investing
Appleton, WI
Thrivent Charitable Impact & Investing distributes donor-directed and program donations to a broad range of causes and organizations in local, national, and global communities. Its 2024 grants had a median of $11,520 and ranged from $5,006 to $5 million. The profile does not state whether it accepts unsolicited requests.
Assets
$939.7M
Grants
2,565
Total Given
$84.6M
Dane Buy Local Foundation Inc
Madison, WI
Dane Buy Local Foundation supports buy-local education, collaboration, and programs that strengthen locally owned businesses and communities in Dane County and South Central Wisconsin; it also offers scholarships to area high school seniors pursuing post-secondary business or entrepreneurship studies. No typical award amount is stated, and the information does not say whether the Foundation accepts unsolicited funding requests.
Assets
$16K
Grants
1
Total Given
$136K
Alliant Energy Foundation Inc
Madison, WI
Assets
$28.5M
Grants
929
Total Given
$2.4M
Greater Milwaukee Foundation Inc
Milwaukee, WI
The Greater Milwaukee Foundation funds nonprofit programs, projects, general operations and capital needs, with priorities including early childhood education, housing, basic needs, health, arts and culture, and scientific research. Its competitive grants primarily serve Milwaukee, Ozaukee, Washington and Waukesha counties; in 2024, the median grant was about $27,800, though awards varied widely. It runs competitive grant cycles, but whether it accepts unsolicited requests is not stated.
Assets
$1.1B
Grants
838
Total Given
$66.8M
Herb Kohl Educational Foundation Inc
Milwaukee, WI
The foundation funds educational excellence in Wisconsin, including student scholarships and awards for teachers, principals, schools, and classrooms; its 2025 grants ranged from $290 to $15,000, with a median of $6,000. It directs applicants to its program applications for application details; whether it accepts unsolicited requests is not stated.
Assets
$14K
Grants
425
Total Given
$2.1M
Green Bay Packers Foundation
Green Bay, WI
The Green Bay Packers Foundation funds Wisconsin charities working in areas such as families, athletics, children’s safety and education, animal welfare, and other focus areas that vary by year. Its 2026 announcement describes typical awards of $3,000–$8,000, though some grants are larger; it accepts online applications during its stated cycle, February 2–April 1, 2026.
Assets
$57.2M
Grants
530
Total Given
$3.6M
More similar funders
More Funders in Wisconsin
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Daggett Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Daggett Charitable Trust down — hundreds of funders to go?