Donald and Donna Baumgartner Charitable Trust
MILWAUKEE, WI EIN: 47-5676223
Financial Overview
From 2024 IRS Form 990-PF
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
Go deeper than public filings
PRO- Giving trend analysis — growing or declining?
- Organizations like yours that won grants here
- Strategic fit assessment for your organization
- Application timing recommendations
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 |
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Donald and Donna Baumgartner Charitable Trust fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
- Similar orgs that won grants here
- GrantGraph™ relationship mapping
- 11M+ connections in GrantGraph™
Key People
Officers and directors from IRS filings
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DONALD W BAUMGARTNER | TRUSTEE | 0.5 | — |
| DONNA F BAUMGARTNER | TRUSTEE | 0.5 | — |
Geographic Focus
Where this funder has awarded grants
Cities
AvonBala CynwydGlendaleMilwaukeeRiver HillsWest Bend
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
What could you do with Donald and Donna Baumgartner Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Get AI-generated opportunity briefs
- Monitor for new funding opportunities
- Draft a tailored letter of inquiry