Donald And Donna Baumgartner Charitable Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Donald And Donna Baumgartner Charitable Trust. Data shown is extracted from Form 990-PF filings.
EIN: 47-5676223
Foundation Overview
Based in Milwaukee, WI, Donald And Donna Baumgartner Charitable Trust has awarded 67 grants totaling $4,709,582 to organizations in Wisconsin, Pennsylvania and 1 other state across the US. Individual grants range from $5,000 to $409,409, with a median award of $30,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
18 of 30 recipients (60%) were new grantees. Foundation actively seeks new partnerships to expand impact. Fresh approaches and innovative programs receive serious consideration.
Geographic Focus
91% of all grants are concentrated in Wisconsin, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Wisconsin, funding concentrates in Milwaukee (90%), River Hills (3%), West Bend (3%).
Funding Trajectory
Strong 1860% growth in annual giving over 7 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Donald And Donna Baumgartner 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 |
|---|---|---|---|---|
| Milwaukee Ballet | $120,000 | Milwaukee, WI, US | General Operations | 2023 |
| Milwaukee Art Museum | $409,409 | Milwaukee, WI, US | General Operations | 2023 |
| The Florentine Opera Company | $157,516 | Milwaukee, WI, US | General Operations | 2023 |
| Marcus Performing Arts Center | $10,000 | Milwaukee, WI, US | General Operations | 2023 |
| Sculpture Milwaukee Inc | $25,000 | Milwaukee, WI, US | General Operations | 2023 |
| Vail Valley Dance Festival | $30,000 | Avon, CO, US | General Operations | 2023 |
| Alzheimers Association | $5,500 | Milwaukee, WI, US | General Operations | 2023 |
| Junior Achievement Of Wisconsin | $5,000 | Milwaukee, WI, US | General Operations | 2023 |
| Milwaukee Film Inc | $5,000 | Milwaukee, WI, US | General Operations | 2023 |
| Milwaukee Repertory Theater | $25,000 | Milwaukee, WI, US | General Operations | 2023 |
| Milwaukee Youth Symphony Orchestra | $7,500 | Milwaukee, WI, US | General Operations | 2023 |
| Museum Of Wisconsin Art | $10,000 | West Bend, WI, US | General Operations | 2023 |
| North Shore Library | $30,000 | Glendale, WI, US | General Operations | 2023 |
| Renaissance Theaterworks | $10,000 | Milwaukee, WI, US | General Operations | 2023 |
| United Performing Arts Fund | $130,000 | Milwaukee, WI, US | General Operations | 2023 |
| Milwaukee Ballet | $120,000 | Milwaukee, WI, US | General Operations | 2023 |
| Milwaukee Art Museum | $409,409 | Milwaukee, WI, US | General Operations | 2023 |
| The Florentine Opera Company | $157,516 | Milwaukee, WI, US | General Operations | 2023 |
| Marcus Performing Arts Center | $10,000 | Milwaukee, WI, US | General Operations | 2023 |
| Sculpture Milwaukee Inc | $25,000 | Milwaukee, WI, US | General Operations | 2023 |
| Vail Valley Dance Festival | $30,000 | Avon, CO, US | General Operations | 2023 |
| Alzheimers Association | $5,500 | Milwaukee, WI, US | General Operations | 2023 |
| Junior Achievement Of Wisconsin | $5,000 | Milwaukee, WI, US | General Operations | 2023 |
| Milwaukee Film Inc | $5,000 | Milwaukee, WI, US | General Operations | 2023 |
| Milwaukee Repertory Theater | $25,000 | Milwaukee, WI, US | General Operations | 2023 |
| Milwaukee Youth Symphony Orchestra | $7,500 | Milwaukee, WI, US | General Operations | 2023 |
| Museum Of Wisconsin Art | $10,000 | West Bend, WI, US | General Operations | 2023 |
| North Shore Library | $30,000 | Glendale, WI, US | General Operations | 2023 |
| Renaissance Theaterworks | $10,000 | Milwaukee, WI, US | General Operations | 2023 |
| United Performing Arts Fund | $130,000 | Milwaukee, WI, US | General Operations | 2023 |
| Milwaukee Ballet | $370,000 | Milwaukee, WI, US | General Operations | 2022 |
| Imagine Mke | $50,000 | Milwaukee, WI, US | General Operations | 2022 |
| Milwaukee Art Museum | $60,615 | Milwaukee, WI, US | General Operations | 2022 |
| The Florentine Opera Company | $135,761 | Milwaukee, WI, US | General Operations | 2022 |
| Marcus Performing Arts Center | $250,000 | Milwaukee, WI, US | General Operations | 2022 |
| Sculpture Milwaukee Inc | $50,000 | Milwaukee, WI, US | General Operations | 2022 |
| Jack Miller Center | $5,000 | Bala Cynwyd, PA, US | General Operations | 2022 |
| Milwaukee Chamber Theatre | $29,500 | Milwaukee, WI, US | General Operations | 2022 |
| Vail Valley Dance Festival | $30,000 | Avon, CO, US | General Operations | 2022 |
| Matc Foundation | $60,000 | Milwaukee, WI, US | General Operations | 2022 |
| Lynden Inc | $25,000 | River Hills, WI, US | General Operations | 2022 |
| Milwaukee Ballet | $370,000 | Milwaukee, WI, US | General Operations | 2022 |
| Imagine Mke | $50,000 | Milwaukee, WI, US | General Operations | 2022 |
| Milwaukee Art Museum | $60,615 | Milwaukee, WI, US | General Operations | 2022 |
| The Florentine Opera Company | $135,761 | Milwaukee, WI, US | General Operations | 2022 |
| Marcus Performing Arts Center | $250,000 | Milwaukee, WI, US | General Operations | 2022 |
| Sculpture Milwaukee Inc | $50,000 | Milwaukee, WI, US | General Operations | 2022 |
| Jack Miller Center | $5,000 | Bala Cynwyd, PA, US | General Operations | 2022 |
| Milwaukee Chamber Theatre | $29,500 | Milwaukee, WI, US | General Operations | 2022 |
| Vail Valley Dance Festival | $30,000 | Avon, CO, US | General Operations | 2022 |
| Matc Foundation | $60,000 | Milwaukee, WI, US | General Operations | 2022 |
| Lynden Inc | $25,000 | River Hills, WI, US | General Operations | 2022 |
| Milwaukee Ballet | $85,000 | Milwaukee, WI, US | General Operations | 2021 |
| Milwaukee Institute Of Art And Design | $6,000 | Milwaukee, WI, US | General Operations | 2021 |
| Imagine Mke | $25,000 | Milwaukee, WI, US | General Operations | 2021 |
| Milwaukee Art Museum | $47,985 | Milwaukee, WI, US | General Operations | 2021 |
| The Florentine Opera Company | $20,005 | Milwaukee, WI, US | General Operations | 2021 |
| Milwaukee Ballet | $85,000 | Milwaukee, WI, US | General Operations | 2021 |
| Milwaukee Institute Of Art And Design | $6,000 | Milwaukee, WI, US | General Operations | 2021 |
| Imagine Mke | $25,000 | Milwaukee, WI, US | General Operations | 2021 |
| Milwaukee Art Museum | $47,985 | Milwaukee, WI, US | General Operations | 2021 |
| The Florentine Opera Company | $20,005 | Milwaukee, WI, US | General Operations | 2021 |
| Imagine Mke | $25,000 | Milwaukee, WI, US | General Operating Expense | 2019 |
| Milwaukee Ballet | $25,000 | Milwaukee, WI, US | General Operating Expense | 2019 |
| Florentine Opera | $50,000 | Milwaukee, WI, US | General Operations | 2017 |
| Milwaukee Art Museum | $100,000 | Milwaukee, WI, US | General Operations | 2017 |
| Florentine Opera | $50,000 | Milwaukee, WI, US | General Operations | 2016 |
Foundations Similar to Donald And Donna Baumgartner Charitable Trust
Discover 5 foundations with comparable assets ($1,930,286-$1,991,250), similar grant patterns, and geographic focus in WI that may also align with your organization's funding needs and grant seeking strategy.
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Grace Wormer Testamentary Trust
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Mead Wildlife Area Trust
EIN: 26-6615961 | 14 grants awarded |
$1,975,035
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$50,590
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Anker L And Lillian Muir Christy Foundation
EIN: 91-1236204 | 20 grants awarded |
$1,990,420
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$41,744
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Joseph C Duke Foundation
EIN: 41-6554802 | 48 grants awarded |
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Contact Information
Official contact details for Donald And Donna Baumgartner Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 47-5676223 |
| Website | N/A |
| Address | FOLEY 777 E WISCONSIN AVE STE 3500 Milwaukee, WI 53202-0000 |
Key People (2)
Board members, trustees, and key staff who oversee Donald And Donna Baumgartner Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Donald W Baumgartner |
|---|---|
| Trustee | Donna F Baumgartner |
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 Donald And Donna Baumgartner 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.
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