Fitzsimonds 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 $3.1M in total assets. In 2024, it awarded 22 grants totaling $450K. Net investment income was $152K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.1M
-9.5% YoY
Annual Giving
$450K
+150.0% YoY
Grant Count
22
+0.0% YoY
Avg Grant Size
$20K
+150.0% YoY
Under IRS private-foundation payout rules, Fitzsimonds Charitable Trust reported a distributable amount of $160K for 2024 — the minimum it must pay out in qualifying distributions.
About Fitzsimonds Charitable Trust
Based on IRS filings
Fitzsimonds 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 $3.1M in total assets. In 2024, it awarded 22 grants totaling $450K. Net investment income was $152K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,056,568 | $3,375,628 | $3,205,615 |
| Revenue | $160,563 | $413,211 | $100,879 |
| Expenses | $479,621 | $243,202 | $239,972 |
| Qualifying Distributions | $471,320 | $205,006 | $199,918 |
| Net Investment Income | $152,262 | $375,015 | $65,474 |
| Distributable Amount | $159,978 | $162,203 | $178,644 |
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
106 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Bethany Christian Services ($50,000), Boys and Girls Club of Greater Milwaukee ($45,000), Kappa Alpha Theta Foundation ($40,000).
| Recipient | Purpose | Amount |
|---|---|---|
| DOUGLAS COUNTY LAND CONSERVANCY CASTLE ROCK, CO | GENERAL | $30,000 |
| SPECIAL OLYMPICS OF COLORADO ENGLEWOOD, CO | GENERAL | $10,000 |
| MISERICORDIA HEART OF MERCY CHICAGO, IL | GENERAL | $5,000 |
| KAPPA ALPHA THETA FOUNDATION INDIANAPOLIS, IN | GENERAL | $40,000 |
| PENFIELD CHILDREN'S CENTER MILWAUKEE, WI | GENERAL | $10,000 |
| UNITED PERFORMING ARTS FUND MILWAUKEE, WI | GENERAL | $15,000 |
| OHIO STATE UNIVERSITY FOUNDATION COLUMBUS, OH | LIFE SPORTS PROGRAM | $5,000 |
| SIGMA ALPHA EPSILON FOUNDATION EVANSTON, IL | GENERAL | $10,000 |
| DRAKE UNIVERSITY DES MOINE, IA | GENERAL | $26,000 |
| UNITED WAY OF GREATER MILWAUKEE MILWAUKEE, WI | GENERAL | $40,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SUSAN HEDRICK | TRUSTEE | 1 | — |
| LEONA I FITZSIMONDS | TRUSTEE | 1 | — |
| STEPHEN R FITZSIMONDS | TRUSTEE | 1 | — |
| MICHAEL HEDRICK | TRUSTEE | 1 | — |
| MARY ELLEN FITZSIMONDS | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Fitzsimonds Charitable Trust?
Fitzsimonds Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $3.1M in total assets as of 2024.
How large is Fitzsimonds Charitable Trust?
As of 2024, Fitzsimonds Charitable Trust holds $3.1M in total assets with $161K in annual revenue. It awarded 22 grants totaling $450K in 2024.
Where does Fitzsimonds Charitable Trust operate?
Fitzsimonds Charitable Trust has awarded grants in Colorado, Iowa, Illinois, Indiana, Ohio, Wisconsin.
What size grants does Fitzsimonds Charitable Trust award?
In 2024, Fitzsimonds Charitable Trust awarded 22 grants totaling $450K — an average of about $20K per grant, based on its IRS Form 990 filings.
How much is Fitzsimonds Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Fitzsimonds Charitable Trust reported a distributable amount of $160K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Fitzsimonds Charitable Trust's EIN?
Fitzsimonds Charitable Trust's EIN (Employer Identification Number) is 31-1723311. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Fitzsimonds Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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