Funder DirectoryFitzsimonds Charitable Trust
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Private foundation (trust)EIN 311723311Est. 2000-09

Fitzsimonds Charitable Trust

Milwaukee, WI 532025306

Total Assets

$3.4M

FY 2023

Annual Giving

$180K

FY 2023

Grants Made

22

FY 2023

Avg Grant

$8K

FY 2023

Grant Range

$5K–$20K

Typical

Deadlines

Applications

Focus Areas

Corporate Foundations

Financial Snapshot

2023 filing

Total Revenue

$413K

Total Expenses

$243K

Qualifying Distributions

$205K

Distributable Amount

$162K

Min. Investment Return

$167K

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

22 grants

Grant sizes from minimum $5K through median $8K to maximum $20K, 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 2018 to 2023. Peak $180K in 2018. Hover bars for details.

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

Top Recipients

109 grants

UNITED WAY OF GREATER MILWAUKEE
$65K
5 grants
LIFESTRIDERS
$60K
4 grants
UNITED PERFORMING ARTS FUND
$60K
5 grants
PENFIELD CHILDREN'S CENTER
$45K
5 grants
OHIO STATE UNIVERSITY FOUNDATION
$45K
5 grants
BOYS AND GIRLS CLUB OF GREATER MILWAUKEE
$40K
2 grants
DOUGLAS COUNTY LAND CONSERVANCY
$40K
5 grants
WATERTOWN HUMANE SOCIETY
$38K
4 grants

Grant Size Distribution

109 grants

<$10K
95
grants
$10–50K
14
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

6 states

Wisconsin
$525K
61% of total
Colorado
$160K
19% of total
Illinois
$59K
7% of total
Ohio
$45K
5% of total
Iowa
$36K
4% of total
Indiana
$30K
4% of total

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Fitzsimonds Charitable Trust — Grants, Financials & Contact | Grantivo