Donald and Donna Baumgartner Charitable Trust
The Donald and Donna Baumgartner Charitable Trust is a private foundation based in Milwaukee, Wisconsin. In 2024, it reported 15 grants totaling $979,925, with listed recipients including Milwaukee arts and cultural organizations and a dance festival in Colorado.
Donald and Donna Baumgartner Charitable Trust at a glance
In short: Donald and Donna Baumgartner Charitable Trust gave $980K across 15 grants in 2024 (avg $65K), mostly in Wisconsin. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $979,925
- -8.1% vs 2023
- Grants made (2024)
- 15
- +36.4% vs 2023
- Average grant
- $65,328
- -32.6% vs 2023
- Median grant
- $25,000
- Total assets
- $1,413,959
- +0.7% vs 2023
- Primary geography
- Wisconsin (97% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to Donald and Donna Baumgartner Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: Foley 777 E Wisconsin Ave Ste 3500, Milwaukee, WI 53202-5306
Phone: (414) 319-7053
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Donald and Donna Baumgartner Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Milwaukee Art Museum ($409K). Together the top 10 received $947K.
Grant Size Distribution
33 grants across all recorded years
The most common grant size was under $50K: 21 grants of 33 (64%).
Geographic Focus
Where this funder awards grants
In 2024, 97% of grant dollars went to recipients in Wisconsin and 3% to recipients in Colorado.
Grant Distribution by State
Share of 2024 grant dollars across all 15 itemized grants.
Cities
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 grant lists in IRS Form 990-PF filings (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $50K (2020) to $1.1M (2023). In 2024 it made 15 grants totaling $980K.
Grants by year
Grant recipients and amounts by year
| 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 |
Ready to take the next step with Donald and Donna Baumgartner Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,413,959 | $1,013,348 | $1,003,086 | $979,925 | 15 | $979,925 | $611,115 | $82,414 |
| 2023 | $1,403,716 | $1,037,228 | $1,071,434 | $1,065,876 | 11 | $1,065,876 | $530,612 | $75,851 |
| 2022 | $1,438,413 | $123,498 | $192,379 | $183,990 | 5 | $183,990 | $40,313 | $83,725 |
| 2021 | $1,507,470 | $571,991 | $5,245 | — | — | — | $214,452 | $87,988 |
| 2020 | $940,876 | $16,574 | $53,475 | $50,000 | 2 | — | $15,328 | $50,841 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2024 grants show support for arts and cultural organizations. The Milwaukee Art Museum describes its mission as collecting, preserving, and presenting art and educating people about art and art history. United Performing Arts Fund says it raises community resources to support the performing arts in southeastern Wisconsin. Milwaukee Repertory Theater describes its work as creating theater experiences intended to entertain, provoke, and inspire dialogue.
Other supported organizations describe work in public sculpture, Wisconsin visual arts, theater by women, and youth music education. These are the organizations’ stated missions, not a stated mission of the trust.
Grantmaking
In filing year 2024, the trust reported 15 grants totaling $979,925. Grants ranged from $5,000 to $409,409, with a median grant of $25,000. The listed 2024 grants were for general operations.
Among the largest reported grants were $409,409 to Milwaukee Art Museum, $157,516 to The Florentine Opera Company, $130,000 to United Performing Arts Fund, and $120,000 to Milwaukee Ballet. Other listed grants included $30,000 to Vail Valley Dance Festival and $30,000 to North Shore Library; $25,000 each to Sculpture Milwaukee and Milwaukee Repertory Theater; $10,000 each to Marcus Performing Arts Center, Museum of Wisconsin Art, and Renaissance Theaterworks; and $7,500 to Milwaukee Youth Symphony Orchestra.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Donald W. Baumgartner and Donna F. Baumgartner as trustees.
Donald and Donna Baumgartner Charitable Trust's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Donald W. Baumgartner
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Donna F. Baumgartner
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Donald and Donna Baumgartner Charitable Trust
How much does Donald and Donna Baumgartner Charitable Trust give each year?
Donald and Donna Baumgartner Charitable Trust gave $980K across 15 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.1M across 11 grants.
What is Donald and Donna Baumgartner Charitable Trust's typical grant size?
Donald and Donna Baumgartner Charitable Trust's median grant in 2024 was $25,000, and its average grant was $65,328, across 15 grants on its 2024 IRS Form 990-PF.
Where does Donald and Donna Baumgartner Charitable Trust give grants?
Donald and Donna Baumgartner Charitable Trust gives mostly in Wisconsin: 97% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Milwaukee, WI (12 grants).
Does Donald and Donna Baumgartner Charitable Trust give general operating support?
Yes: 100% of Donald and Donna Baumgartner Charitable Trust's 2024 grants with a stated purpose (15 of 15) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Donald and Donna Baumgartner Charitable Trust's largest grantees?
Donald and Donna Baumgartner Charitable Trust's largest 2024 grantees include Milwaukee Art Museum ($409,409), The Florentine Opera Company ($157,516) and United Performing Arts Fund ($130,000), according to its 2024 IRS Form 990-PF. Together they received 71% of its itemized 2024 grant dollars.
How large is Donald and Donna Baumgartner Charitable Trust?
Donald and Donna Baumgartner Charitable Trust reported $1.4M in total assets on its 2024 IRS Form 990-PF. It paid out $980K in qualifying distributions that year, against a required minimum of $82K (roughly 5% of its investment assets).
What does Donald and Donna Baumgartner Charitable Trust fund?
No mission statement for the trust is provided. Its 2024 grants show support for arts and cultural organizations. The Milwaukee Art Museum describes its mission as collecting, preserving, and presenting art and educating people about art and art history. See mission & focus areas ↑
How do I apply for a grant from Donald and Donna Baumgartner Charitable Trust?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Donald and Donna Baumgartner Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Donald and Donna Baumgartner Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Peck Foundation Milwaukee Ltd
Milwaukee, WI
The Peck Foundation Milwaukee Ltd supports arts and culture, education, and community and religious organizations, with most 2025 grant dollars going to Wisconsin and additional giving in Florida, Minnesota, and Pennsylvania. Its 2025 grants ranged from $500 to $119,350, with a median of $3,250. It does not restrict giving to preselected organizations; there is no application form or deadline.
Assets
$17.1M
Grants
54
Total Given
$754K
Andy Nunemaker Foundation Inc
Milwaukee, WI
Assets
—
Grants
3
Total Given
$1K
Marcus Corporation Foundation Inc
Milwaukee, WI
Marcus Corporation Foundation supports community-based nonprofits in the greater Milwaukee area working in economic and community vitality, health and human services, education, and conservation. Its 2025 grants ranged from $200 to $50,000, with a median of $5,000. It accepts written requests, reviewed annually in December.
Assets
$4.5M
Grants
17
Total Given
$149K
Richard and Ethel Herzfeld
Milwaukee, WI
The foundation funds Wisconsin-based nonprofits in arts and culture, education, and civic improvements, with an emphasis on organizations serving Greater Milwaukee. Its 2024 grants ranged from $5,000 to $700,000, with a median of $30,000; although a prior filing described preliminary applications, it currently has no open application processes, and remaining 2026 civic improvement and other projects are by invitation only.
Assets
$81.5M
Grants
68
Total Given
$4.2M
Plunkett Family Foundation
Milwaukee, WI
Assets
$191K
Grants
6
Total Given
$28K
United Performing Arts Fund Inc
Milwaukee, WI
United Performing Arts Fund supports operating and program costs for performing arts organizations, including arts education, accessibility, and community outreach, in Southeastern Wisconsin. Its 2025 grants ranged from $6,000 to $1.8 million, with a median of about $155,000. It has described an application process for eligible performing arts nonprofits in a past affiliate funding cycle; the profile does not state whether unsolicited requests are currently accepted.
Assets
$11.7M
Grants
17
Total Given
$6.7M
More similar funders
More Funders in Wisconsin
Cite this profile
Grantable. (2026). Donald and Donna Baumgartner Charitable Trust funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/donald-and-donna-baumgartner-charitable-trust-morg_6e0e3820cf9f4f80829eb8bf2c2beb14
BibTeX
@misc{grantable_475676223_2026,
author = {{Grantable}},
title = {{Donald and Donna Baumgartner Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/donald-and-donna-baumgartner-charitable-trust-morg_6e0e3820cf9f4f80829eb8bf2c2beb14},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Donald and Donna Baumgartner 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.
Donald and Donna Baumgartner Charitable Trust down — hundreds of funders to go?