Funder DirectoryDONALD AND DONNA BAUMGARTNER CHARITABLE TRUST
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Private foundation (trust)EIN 475676223Est. 2016-04

DONALD AND DONNA BAUMGARTNER CHARITABLE TRUST

MILWAUKEE, WI 532025306

Total Assets

$1.9M

FY 2023

Annual Giving

$980K

FY 2023

Grants Made

15

FY 2023

Avg Grant

$65K

FY 2023

Grant Range

$5K–$409K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$1.0M

Total Expenses

$1.0M

Qualifying Distributions

$980K

Distributable Amount

$82K

Min. Investment Return

$91K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

15 grants

Grant sizes from minimum $5K through median $25K to maximum $409K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2017 to 2023. Peak $1.1M in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

35 grants

MILWAUKEE ART MUSEUM
$618K
4 grants
MILWAUKEE BALLET
$600K
4 grants
THE FLORENTINE OPERA COMPANY
$313K
3 grants
MARCUS PERFORMING ARTS CENTER
$260K
2 grants
UNITED PERFORMING ARTS FUND
$130K
1 grant
IMAGINE MKE
$100K
3 grants
SCULPTURE MILWAUKEE INC
$75K
2 grants
VAIL VALLEY DANCE FESTIVAL
$60K
2 grants

Grant Size Distribution

35 grants

<$10K
9
grants
$10–50K
15
grants
$50–250K
9
grants
$250K–1M
2
grants
$1–5M
$5M+

Geographic Focus

3 states

Wisconsin
$2.4M
97% of total
Colorado
$60K
2% of total
Pennsylvania
$5K
0% of total

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DONALD AND DONNA BAUMGARTNER CHARITABLE TRUST — Grants, Financials & Contact | Grantivo