Donald and Donna Baumgartner Charitable Trust
Donald and Donna Baumgartner Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Milwaukee, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 15 grants totaling $980K. Net investment income was $611K.
Key facts about Donald and Donna Baumgartner Charitable Trust
- EIN
- 47-5676223
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $979,925
- Grants made (2024)
- 15
- Average grant
- $65,328
- Median grant
- $25,000
- Total assets
- $1,413,959
- Primary geography
- Wisconsin (97% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Donald and Donna Baumgartner Charitable Trust funds
By grant dollars, the top recipient states for Donald and Donna Baumgartner Charitable Trust's 15 itemized 2024 grants were Wisconsin (97%). The most frequent recipient cities were Milwaukee, WI (12 grants). 100% of grants with a stated purpose were for general or operating support.
How Donald and Donna Baumgartner Charitable Trust gives
- 40% of 2024 grantees were also funded in 2023. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Donald and Donna Baumgartner Charitable Trust
- How to evaluate Donald and Donna Baumgartner Charitable Trust as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.4M
+0.7% YoY
Annual Giving
$980K
-8.1% YoY
Grant Count
15
+36.4% YoY
Avg Grant Size
$65K
-32.6% YoY
Under IRS private-foundation payout rules, Donald and Donna Baumgartner Charitable Trust reported a distributable amount of $82K for 2024 — the minimum it must pay out in qualifying distributions.
About Donald and Donna Baumgartner Charitable Trust
Based on IRS filings
Donald and Donna Baumgartner Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Milwaukee, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 15 grants totaling $980K. Net investment income was $611K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 15 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,413,959 | $1,403,716 | $1,438,413 |
| Revenue | $1,013,348 | $1,037,228 | $123,498 |
| Expenses | $1,003,086 | $1,071,434 | $192,379 |
| Qualifying Distributions | $979,925 | $1,065,876 | $183,990 |
| Net Investment Income | $611,115 | $530,612 | $40,313 |
| Distributable Amount | $82,414 | $75,851 | $83,725 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
33 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Milwaukee Art Museum ($409,409), The Florentine Opera Company ($157,516), United Performing Arts Fund ($130,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MILWAUKEE ART MUSEUM Milwaukee, WI | GENERAL OPERATIONS | $409,409 |
| THE FLORENTINE OPERA COMPANY Milwaukee, WI | GENERAL OPERATIONS | $157,516 |
| UNITED PERFORMING ARTS FUND Milwaukee, WI | GENERAL OPERATIONS | $130,000 |
| MILWAUKEE BALLET Milwaukee, WI | GENERAL OPERATIONS | $120,000 |
| VAIL VALLEY DANCE FESTIVAL Avon, CO | GENERAL OPERATIONS | $30,000 |
| NORTH SHORE LIBRARY Glendale, WI | GENERAL OPERATIONS | $30,000 |
| SCULPTURE MILWAUKEE INC Milwaukee, WI | GENERAL OPERATIONS | $25,000 |
| MILWAUKEE REPERTORY THEATER Milwaukee, WI | GENERAL OPERATIONS | $25,000 |
| MARCUS PERFORMING ARTS CENTER Milwaukee, WI | GENERAL OPERATIONS | $10,000 |
| MUSEUM OF WISCONSIN ART West Bend, WI | GENERAL OPERATIONS | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Donald W Baumgartner | Trustee | 0.5 | — |
| Donna F Baumgartner | Trustee | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Donald and Donna Baumgartner Charitable Trust?
Donald and Donna Baumgartner Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Milwaukee, WI. It holds $1.4M in total assets as of 2024.
How large is Donald and Donna Baumgartner Charitable Trust?
As of 2024, Donald and Donna Baumgartner Charitable Trust holds $1.4M in total assets with $1.0M in annual revenue. It awarded 15 grants totaling $980K in 2024.
Where does Donald and Donna Baumgartner Charitable Trust operate?
Donald and Donna Baumgartner Charitable Trust has awarded grants in Colorado, Pennsylvania, Wisconsin.
What size grants does Donald and Donna Baumgartner Charitable Trust award?
In 2024, Donald and Donna Baumgartner Charitable Trust awarded 15 grants totaling $980K — an average of about $65K per grant, based on its IRS Form 990 filings.
How much is Donald and Donna Baumgartner Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Donald and Donna Baumgartner Charitable Trust reported a distributable amount of $82K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Donald and Donna Baumgartner Charitable Trust's EIN?
Donald and Donna Baumgartner Charitable Trust's EIN (Employer Identification Number) is 47-5676223. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.