Fitzsimonds Charitable Trust | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Fitzsimonds Charitable Trust. Data shown is extracted from Form 990-PF filings.

EIN: 31-1723311

Foundation Overview

Based in Milwaukee, WI, Fitzsimonds Charitable Trust has awarded 177 grants totaling $1,395,000 to organizations in Colorado, Illinois and 5 other states across the US. Individual grants range from $2,500 to $20,000, with a median award of $7,000.

Latest Tax Year
2023
Total Giving (all years)
$1,395,000
Total Assets
$3,375,628
Median Grant (all grants)
$7,000

Latest Form 990-PF Snapshot

Total Grants
22
Median Grant
$7,500
% Median Grant Decline
-6% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Closed Network: 9%

2 of 22 recipients (9%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.

Geographic Focus
Wisconsin

46% of grants are awarded in Wisconsin, with additional funding distributed across 6 other locations. The foundation balances regional focus with broader geographic diversity. Within Wisconsin, funding concentrates in Milwaukee (73%), Oconomowoc (11%), Waukesha (7%).

Funding Trajectory
0%

Stable funding levels with 0% change over 6 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.

Program Areas
General Purposes + 2 others

Diversified giving across multiple program areas with primary emphasis on general purposes (50%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Fitzsimonds Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Boys And Girls Club Of Colorado $5,000 Denver, CO, US General 2023
Douglas County Land Conservancy $10,000 Castle Rock, CO, US General 2023
Special Olympics Of Colorado $5,000 Englewood, CO, US General 2023
Misericordia Heart Of Mercy $5,000 Chicago, IL, US General 2023
Kappa Alpha Theta Foundation $5,000 Indianapolis, IN, US General 2023
Penfield Children's Center $5,000 Milwaukee, WI, US General 2023
United Performing Arts Fund $10,000 Milwaukee, WI, US General 2023
Ohio State University Foundation $5,000 Columbus, OH, US Life Sports Program 2023
Sigma Alpha Epsilon Foundation $5,000 Evanston, IL, US General 2023
Drake University $8,000 Des Moine, IA, US General 2023
United Way Of Greater Milwaukee $10,000 Milwaukee, WI, US General 2023
Kandu Industries $10,000 Janesville, WI, US General 2023
Lifestriders $15,000 Waukesha, WI, US General 2023
Wildlife In Need Center Ltd $10,000 Oconomowoc, WI, US General 2023
Watertown Humane Society $10,000 Watertown, WI, US General 2023
Clothes To Kids Of Denver $7,000 Denver, CO, US General 2023
Help And Hope Center $10,000 Castle Rock, CO, US General 2023
Boys And Girls Club Of Greater Milwaukee $20,000 Milwaukee, WI, US General 2023
Milwaukee Public Museum $5,000 Milwaukee, WI, US General 2023
Friends Of The Domes $5,000 Milwaukee, WI, US General 2023
Wisconsin Humane Society $5,000 Milwaukee, WI, US General 2023
Milwaukee Public Library Foundation $10,000 Milwaukee, WI, US General 2023
Boys And Girls Club Of Colorado $5,000 Denver, CO, US General 2022
Douglas County Land Conservancy $10,000 Castle Rock, CO, US General 2022
Special Olympics Of Colorado $5,000 Englewood, CO, US General 2022
Misericordia Heart Of Mercy $5,000 Chicago, IL, US General 2022
Kappa Alpha Theta Foundation $5,000 Indianapolis, IN, US General 2022
Penfield Children's Center $10,000 Milwaukee, WI, US General 2022
United Performing Arts Fund $15,000 Milwaukee, WI, US General 2022
Ohio State University Foundation $10,000 Columbus, OH, US Life Sports Program 2022
Sigma Alpha Epsilon Foundation $5,000 Evanston, IL, US General 2022
Drake University $8,000 Des Moine, IA, US General 2022
United Way Of Greater Milwaukee $10,000 Milwaukee, WI, US General 2022
Milwaukee Symphony Orchestra $5,000 Milwaukee, WI, US General 2022
Lifestriders $15,000 Waukesha, WI, US General 2022
Wildlife In Need Center Ltd $10,000 Oconomowoc, WI, US General 2022
Watertown Humane Society $10,000 Watertown, WI, US General 2022
Clothes To Kids Of Denver $5,000 Denver, CO, US General 2022
Medical College Of Wisconsin $10,000 Milwaukee, WI, US Eye Institute - For Glaucoma Research 2022
Help And Hope Center $7,000 Castle Rock, CO, US General 2022
Economic Literacy Colorado $5,000 Denver, CO, US General 2022
Boys And Girls Club Of Greater Milwaukee $20,000 Milwaukee, WI, US General 2022
Milwaukee Public Museum $5,000 Milwaukee, WI, US General 2022
Boys And Girls Club Of Colorado $5,000 Denver, CO, US General 2022
Douglas County Land Conservancy $10,000 Castle Rock, CO, US General 2022
Special Olympics Of Colorado $5,000 Englewood, CO, US General 2022
Misericordia Heart Of Mercy $5,000 Chicago, IL, US General 2022
Kappa Alpha Theta Foundation $5,000 Indianapolis, IN, US General 2022
Penfield Children's Center $10,000 Milwaukee, WI, US General 2022
United Performing Arts Fund $15,000 Milwaukee, WI, US General 2022
Ohio State University Foundation $10,000 Columbus, OH, US Life Sports Program 2022
Sigma Alpha Epsilon Foundation $5,000 Evanston, IL, US General 2022
Drake University $8,000 Des Moine, IA, US General 2022
United Way Of Greater Milwaukee $10,000 Milwaukee, WI, US General 2022
Milwaukee Symphony Orchestra $5,000 Milwaukee, WI, US General 2022
Lifestriders $15,000 Waukesha, WI, US General 2022
Wildlife In Need Center Ltd $10,000 Oconomowoc, WI, US General 2022
Watertown Humane Society $10,000 Watertown, WI, US General 2022
Clothes To Kids Of Denver $5,000 Denver, CO, US General 2022
Medical College Of Wisconsin $10,000 Milwaukee, WI, US Eye Institute - For Glaucoma Research 2022
Help And Hope Center $7,000 Castle Rock, CO, US General 2022
Economic Literacy Colorado $5,000 Denver, CO, US General 2022
Boys And Girls Club Of Greater Milwaukee $20,000 Milwaukee, WI, US General 2022
Milwaukee Public Museum $5,000 Milwaukee, WI, US General 2022
Boys And Girls Club Of Colorado $5,000 Denver, CO, US General 2022
Douglas County Land Conservancy $10,000 Castle Rock, CO, US General 2022
Special Olympics Of Colorado $5,000 Englewood, CO, US General 2022
Misericordia Heart Of Mercy $5,000 Chicago, IL, US General 2022
Kappa Alpha Theta Foundation $5,000 Indianapolis, IN, US General 2022
Penfield Children's Center $10,000 Milwaukee, WI, US General 2022
United Performing Arts Fund $15,000 Milwaukee, WI, US General 2022
Ohio State University Foundation $10,000 Columbus, OH, US Life Sports Program 2022
Sigma Alpha Epsilon Foundation $5,000 Evanston, IL, US General 2022
Drake University $8,000 Des Moine, IA, US General 2022
United Way Of Greater Milwaukee $10,000 Milwaukee, WI, US General 2022
Milwaukee Symphony Orchestra $5,000 Milwaukee, WI, US General 2022
Lifestriders $15,000 Waukesha, WI, US General 2022
Wildlife In Need Center Ltd $10,000 Oconomowoc, WI, US General 2022
Watertown Humane Society $10,000 Watertown, WI, US General 2022
Clothes To Kids Of Denver $5,000 Denver, CO, US General 2022
Medical College Of Wisconsin $10,000 Milwaukee, WI, US Eye Institute - For Glaucoma Research 2022
Help And Hope Center $7,000 Castle Rock, CO, US General 2022
Economic Literacy Colorado $5,000 Denver, CO, US General 2022
Boys And Girls Club Of Greater Milwaukee $20,000 Milwaukee, WI, US General 2022
Milwaukee Public Museum $5,000 Milwaukee, WI, US General 2022
Boys And Girls Club Of Colorado $2,500 Denver, CO, US General 2021
Douglas County Land Conservancy $7,500 Castle Rock, CO, US General 2021
Special Olympics Of Colorado $5,000 Englewood, CO, US General 2021
Misericordia Heart Of Mercy $5,000 Chicago, IL, US General 2021
Kappa Alpha Theta Foundation $5,000 Indianapolis, IN, US General 2021
Penfield Children's Center $10,000 Milwaukee, WI, US General 2021
United Performing Arts Fund $15,000 Milwaukee, WI, US General 2021
Ohio State University Foundation $10,000 Columbus, OH, US Life Sports Program 2021
Sigma Alpha Epsilon Foundation $5,000 Evanston, IL, US General 2021
Drake University $10,000 Des Moine, IA, US General 2021
United Way Of Greater Milwaukee $15,000 Milwaukee, WI, US General 2021
Milwaukee Symphony Orchestra $15,000 Milwaukee, WI, US General 2021
Lifestriders $15,000 Waukesha, WI, US General 2021
Wildlife In Need Center Ltd $10,000 Oconomowoc, WI, US General 2021
Watertown Humane Society $10,000 Watertown, WI, US General 2021
Clothes To Kids Of Denver $5,000 Denver, CO, US General 2021
Zoological Society Of Milwaukee $10,000 Milwaukee, WI, US General 2021
Help And Hope Center $2,500 Castle Rock, CO, US General 2021
Economic Literacy Colorado $5,000 Denver, CO, US General 2021
Zoology Foundation $2,500 Larkspur, CO, US General 2021
Boys And Girls Club Of Colorado $2,500 Denver, CO, US General 2020
Douglas County Land Conservancy $7,500 Castle Rock, CO, US General 2020
Special Olympics Of Colorado $10,000 Englewood, CO, US General 2020
Dumb Friends League Buddy Shelter $2,500 Castle Rock, CO, US General 2020
Misericordia Heart Of Mercy $5,000 Chicago, IL, US General 2020
Kappa Alpha Theta Foundation $5,000 Indianapolis, IN, US General 2020
Penfield Children's Center $10,000 Milwaukee, WI, US General 2020
United Performing Arts Fund $15,000 Milwaukee, WI, US General 2020
Ohio State University Foundation $10,000 Columbus, OH, US Life Sports Program 2020
Sigma Alpha Epsilon Foundation $5,000 Evanston, IL, US General 2020
Drake University $5,000 Des Moine, IA, US General 2020
United Way Of Greater Milwaukee $15,000 Milwaukee, WI, US General 2020
Milwaukee Symphony Orchestra $5,000 Milwaukee, WI, US General 2020
Lifestriders $15,000 Waukesha, WI, US General 2020
Wildlife In Need Center Ltd $7,500 Oconomowoc, WI, US General 2020
Watertown Humane Society $7,500 Watertown, WI, US General 2020
Clothes To Kids Of Denver $5,000 Denver, CO, US General 2020
Zoological Society Of Milwaukee $5,000 Milwaukee, WI, US General 2020
Friends Of The Domes $5,000 Milwaukee, WI, US General 2020
Wisconsin Humane Society $5,000 Milwaukee, WI, US General 2020
Help And Hope Center $2,500 Castle Rock, CO, US General 2020
Boys And Girls Club Of Colorado $4,000 Denver, CO, US General 2018
Denver Casa $4,000 Denver, CO, US General 2018
Douglas County Land Conservancy $5,000 Castle Rock, CO, US General 2018
Special Olympics Of Colorado $4,000 Englewood, CO, US General 2018
Dumb Friends League Buddy Shelter $5,000 Castle Rock, CO, US Friends Of Scouting Campaign 2018
Misericordia Heart Of Mercy $4,000 Chicago, IL, US General 2018
Kappa Alpha Theta Foundation $10,000 Indianapolis, IN, US General 2018
Rogers Memorial Hospital Foundation $10,000 Oconomowoc, WI, US Angel Fund 2018
Penfield Children's Center $10,000 Milwaukee, WI, US General 2018
Humane Animal Welfare Society $5,000 Milwaukee, WI, US General 2018
United Performing Arts Fund $5,000 Milwaukee, WI, US General 2018
Medical College Of Wisconsin Eye Institute $5,000 Milwaukee, WI, US Glaucoma Research 2018
Columbia St Mary's Foundation $10,000 Milwaukee, WI, US General 2018
Wildlife In Need Center $5,000 Oconomowoc, WI, US General 2018
Ohio State University Foundation $10,000 Columbus, OH, US Life Sports Program 2018
Penfield Montessori Academy $10,000 Milwaukee, WI, US General 2018
Girl Scouts Of Greater Chicago Nw Indiana Council $5,000 Chicago, IL, US All-in: Girl Scouting For Every Evanston Girl 2018
Sigma Alpha Epsilon Foundation $5,000 Evanston, IL, US General 2018
Drake University $5,000 Des Moine, IA, US Stem@drake Complex 2018
United Way Of Greater Milwaukee $15,000 Milwaukee, WI, US General 2018
Milwaukee Symphony Orchestra $10,000 Milwaukee, WI, US General 2018
Advocate Lutheran General Adult Down Syndrome Ctr $5,000 Park Ridge, IL, US General 2018
Mile High United Way $4,000 Denver, CO, US General 2018
Milwaukee Public Museum $10,000 Milwaukee, WI, US General 2018
Uwm Foundation $15,000 Milwaukee, WI, US Roger L. Fitzsimonds Scholarly Achievement Fund 2018
Boys And Girls Club Of Greater Chicago $3,000 Chicago, IL, US General 2017
Casa Of Cook County $3,000 Chicago, IL, US General 2017
United Way North Northwest $3,000 Northbrook, IL, US General 2017
Special Olympics Of Illinois $3,000 Lombard, IL, US General 2017
Northeast Illinois Boy Scout Council $3,000 Highland Park, IL, US Friends Of Scouting Campaign 2017
Misericordia Heart Of Mercy $5,000 Chicago, IL, US General 2017
Kappa Alpha Theta Foundation $10,000 Indianapolis, IN, US General 2017
Rogers Memorial Hospital Foundation $10,000 Oconomowoc, WI, US Angel Fund 2017
Penfield Children's Center $20,000 Milwaukee, WI, US General 2017
Wisconsin Humane Society $8,000 Milwaukee, WI, US General 2017
United Performing Arts Fund $7,000 Milwaukee, WI, US General 2017
Medical College Of Wisconsin Eye Institute $7,000 Milwaukee, WI, US Glaucoma Research 2017
Columbia St Mary's Foundation $8,000 Milwaukee, WI, US General 2017
Last Chance House $5,000 Barrington, IL, US General 2017
Ohio State University Foundation $10,000 Columbus, OH, US Life Sports Program 2017
Penfield Montessori Academy $15,000 Milwaukee, WI, US General 2017
Girl Scouts Of Greater Chicago Nw Indiana Council $6,000 Chicago, IL, US All-in: Girl Scouting For Every Evanston Girl 2017
Meals At Home Evanston $3,000 Evanston, IL, US General 2017
Evanston School Children Clothing Association $5,000 Evanston, IL, US General 2017
Sigma Alpha Epsilon Foundation $3,000 Evanston, IL, US General 2017
Drake University $10,000 Des Moine, IA, US Stem@drake Complex 2017
United Way Of Greater Milwaukee $20,000 Milwaukee, WI, US General 2017
Milwaukee Symphony Orchestra $3,000 Milwaukee, WI, US General 2017
Naples Botanical Garden $4,000 Naples, FL, US General 2017
Naples Zoo $3,000 Naples, FL, US General 2017
Advocate Lutheran General Adult Down Syndrome Ctr $3,000 Park Ridge, IL, US General 2017

Foundations Similar to Fitzsimonds Charitable Trust

Discover 5 foundations with comparable assets ($3,291,431-$3,415,659), similar grant patterns, and geographic focus in WI that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 39-6037585 | 227 grants awarded
$3,368,552
(≈ Similar)
$5,000
median grant
Milwaukee, WI
Same state
100%
Excellent match

EIN: 93-4402360 | 36 grants awarded
$3,408,763
(≈ Similar)
$10,000
median grant
Neenah, WI
Same state
100%
Excellent match

EIN: 43-6829350 | 127 grants awarded
$3,415,659
(≈ Similar)
$4,000
median grant
Milwaukee, WI
Same state
99%
Excellent match

EIN: 85-6464574 | 153 grants awarded
$3,291,621
(≈ Similar)
$5,000
median grant
Milwaukee, WI
Same state
99%
Excellent match

EIN: 39-1892888 | 239 grants awarded
$3,291,431
(≈ Similar)
$5,000
median grant
Milwaukee, WI
Same state
99%
Excellent match

Contact Information

Official contact details for Fitzsimonds Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 31-1723311
Website N/A
Address 777 E WISCONSIN AVE STE 3500 Milwaukee, WI 53202-5306

Key People (5)

Board members, trustees, and key staff who oversee Fitzsimonds Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Susan Hedrick
Trustee Leona I Fitzsimonds
Trustee Stephen R Fitzsimonds
Trustee Michael Hedrick
Trustee Mary Ellen Fitzsimonds

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Fitzsimonds Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.