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Plinth

· Private foundation

Donald and Donna Baumgartner Charitable Trust

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$980k
Granted FY2024still arriving
15
Grants FY2024still arriving
2
States reached
$409k
Largest
01What you fund
01100% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20172024.

Arts & Culture$2.4MEducation$90kHealth$6kHuman Services$5kInternational$5k
02FY2024 · 15 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

  • Under $10k4 grants · $23k
  • $10k–50k7 grants · $140k
  • $50k–250k3 grants · $408k
  • $250k+1 grant · $409k
$25,000
Median grant
2
States reached
$1.4M
Total assets
Largest grants
RecipientAmount
MILWAUKEE ART MUSEUM$409,409
THE FLORENTINE OPERA COMPANY$157,516
UNITED PERFORMING ARTS FUND$130,000
MILWAUKEE BALLET$120,000
VAIL VALLEY DANCE FESTIVAL$30,000
NORTH SHORE LIBRARY$30,000
MILWAUKEE REPERTORY THEATER$25,000
SCULPTURE MILWAUKEE INC$25,000
MARCUS PERFORMING ARTS CENTER$10,000
RENAISSANCE THEATERWORKS$10,000
MUSEUM OF WISCONSIN ART$10,000
MILWAUKEE YOUTH SYMPHONY ORCHESTRA$7,500
ALZHEIMERS ASSOCIATION$5,500
JUNIOR ACHIEVEMENT OF WISCONSIN$5,000
MILWAUKEE FILM INC$5,000
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Dollar for dollar, your grants (FY17–24) land where the poverty rate runs at 17%, against an area that typically sits at 14%. 97% of your dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 14%JACK MILLER CENTER: $5k → 7%MUSEUM OF WISCONSIN ART: $10k → 6%IMAGINE MKE: $50k → 17%VAIL VALLEY DANCE FESTIVAL: $30k → 7%IMAGINE MKE: $25k → 17%VAIL VALLEY DANCE FESTIVAL: $30k → 7%IMAGINE MKE: $25k → 17%MILWAUKEE FILM INC: $5k → 17%MILWAUKEE ART MUSEUM: $409k → 17%MILWAUKEE BALLET: $370k → 17%MARCUS PERFORMING ARTS CENTER: $250k → 17%MILWAUKEE BALLET: $120k → 17%MILWAUKEE ART MUSEUM: $100k → 17%MILWAUKEE BALLET: $85k → 17%MILWAUKEE ART MUSEUM: $61k → 17%SCULPTURE MILWAUKEE INC: $50k → 17%MILWAUKEE ART MUSEUM: $48k → 17%MILWAUKEE CHAMBER THEATRE: $30k → 17%SCULPTURE MILWAUKEE INC: $25k → 17%MILWAUKEE REPERTORY THEATER: $25k → 17%MILWAUKEE BALLET: $25k → 17%MARCUS PERFORMING ARTS CENTER: $10k → 17%MILWAUKEE INSTITUTE OF ART AND DESIGN: $6k → 17%NORTH SHORE LIBRARY: $30k → 17%LYNDEN INC: $25k → 17%MATC FOUNDATION: $60k → 17%RENAISSANCE THEATERWORKS: $10k → 17%THE FLORENTINE OPERA COMPANY: $158k → 17%THE FLORENTINE OPERA COMPANY: $136k → 17%UNITED PERFORMING ARTS FUND: $130k → 17%THE FLORENTINE OPERA COMPANY: $20k → 17%FLORENTINE OPERA: $50k → 17%FLORENTINE OPERA: $50k → 17%ALZHEIMERS ASSOCIATION: $6k → 17%MILWAUKEE YOUTH SYMPHONY ORCHESTRA: $8k → 17%JUNIOR ACHIEVEMENT OF WISCONSIN: $5k → 17%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

86%of every dollar goes to organizations you’ve funded before.
$2.1M · 7 repeat orgs$354k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +16% since the first grant, against -4% for the ones you funded once.

7 repeat relationships — 6 still active in FY2024, 1 since wound down; 9 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

7
5

Total granted

$2.1M
$126k

Median revenue growth · since first grant

+16%
-4%

Still filing today

86%
80%

New vs renewed · share of each year

In FY2024, 77% of grant dollars renewed an existing relationship; $228k went to new ones.

50%100%’17’18’20’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’20’22’23’24
Arts & CultureEducationInternationalOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • MA
    MILWAUKEE ART MUSEUM INC
    4× · 2018–2024 · $618k · revenue +8%
  • MILWAUKEE BALLET COMPANY INC
    4× · 2020–2024 · $600k · revenue +19%
  • FLORENTINE OPERA COMPANY INC
    5× · 2017–2024 · $413k · revenue +38%

Funded once

  • MILWAUKEE AREA TECHNICAL COLLEGE FOUNDATION INC
    one grant, 2023 · $60k · revenue -4%
  • MILWAUKEE CHAMBER THEATRE LTD
    one grant, 2023 · $30k · revenue -57%
  • LYNDEN INC
    one grant, 2023 · $25k · revenue +5%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Milwaukee Public Theatre Inc

Making the arts accessible to all

2
Milwaukee Youth Arts Center Inc

To provide the finest collaborative environment for: supporting performing arts training and education for a diverse population of youth; nurturing youth from diverse ethnic, cultural, and socioeconomic backgrounds, instilling life-skills…

Arts & Culture
3
Madison Opera Inc

The mission of madison opera is to produce operas of the highest artistic standards.

Arts & Culture
4
Wisconsin Chamber Orchestra Inc

Strengthen communities by providing high-quality and innovative artistic experiences that entertain, inspire, and unite diverse audiences.

Arts & Culture
5
South Milwaukee Performing Arts Council

Support the south milwaukee performing arts center and community arts

Arts & Culture
6
Artworks for Milwaukee Inc

ArtWorks mission is preparing youth for tomorrow by providing transferable career skills through arts internships today. More than 1,450 high school students have completed ArtWorks internships since our inception.

Arts & Culture
7
Arts At Large Inc

The mission of Arts @ Large is to activate Milwaukees communities to build environments that support arts-rich, lifelong learning. The organization uses the arts to cultivate inclusive and innovative communities where students, their…

Arts & Culture
8
Radio Milwaukee Inc

To reach a new generation of radio listeners on air, online and in the community with a compelling selection of music and public affairs programming. the corporation celebrates milwaukee music, arts, heritage, and culture by supporting and…

Arts & Culture
9
Milwaukee Youth Arts Center Foundation Inc

The corporation is organized and shall be operated exclusively for charitable and educational purposes within the meaning of section 501(c)(3) of the internal revenue code ("irc") and for the benefit of, to perform the functions of, or to…

Arts & Culture
10
Rock River Repertory Theatre

Inspire artists, audiences, and our greater southern wisconsin community to celabrate the art of theatre.

Arts & Culture
11
Monroe Street Arts Center

Monroe street arts center engages a community of learners in exploring the arts and developing the creative self

Arts & Culture
12
Milwaukee Community Orchestra Inc

Orchestral program for communit

Arts & Culture

For reference, the grantee most central to the portfolio’s shape is Milwaukee Art Museum Inc and the most unlike its peers is Junior Achievement of Wisconsin Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

04the grantee network

17 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 17 of the 21 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
0
Early backer (in before they grew)
17/17
Grantees still filing
9/17
Grew since you first funded

Where your money sits — by cause, then by grantee

MILWAUKEE ART MUSEUM INC — $618,009 · Arts & CultureMILWAUKEE ART MUSEUM INCMILWAUKEE BALLET COMPANY INC — $600,000 · Arts & CultureMILWAUKEE BALLET COMPANY INCFLORENTINE OPERA COMPANY INC — $413,282 · Arts & CultureFLORENTINE OPERA COMPANY INCMARCUS CENTER FOR THE PERFORMING ARTS INC — $260,000 · Arts & CultureMARCUS CENTER FOR THE PERFORMING ARTS INCUNITED PERFORMING ARTS FUND INC — $130,000 · Arts & CultureUNITED PERFORMING ARTS FUND INCImagine MKEInc — $100,000 · Arts & Culture+7 more — $179,500 · Arts & Culture+7 moreVAIL VALLEY DANCE FESTIVAL — $60,000 · OtherNORTH SHORE LIBRARY — $30,000 · OtherMILWAUKEE YOUTH SYMPHONY ORCHESTRA INC — $7,500 · OtherMILWAUKEE INSTITUTE OF ART & DESIGN INC — $6,000 · OtherALZHEIMERS ASSOCIATION — $5,500 · OtherJACK MILLER CENTER — $5,000 · OtherMILWAUKEE AREA TECHNICAL COLLEGE FOUNDATION INC — $60,000 · EducationJUNIOR ACHIEVEMENT OF WISCONSIN INC — $5,000 · International
Arts & Culture$2,300,791Other$114,000Education$60,000International$5,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10Mgrantee revenue →↑ your share of their budgetMILWAUKEE ART MUSEUM INC — $618,009 over 4y, 1.9% of budgetMILWAUKEE BALLET COMPANY INC — $600,000 over 4y, 2.4% of budgetFLORENTINE OPERA COMPANY INC — $413,282 over 5y, 5.5% of budgetMARCUS CENTER FOR THE PERFORMING ARTS INC — $260,000 over 2y, 1.5% of budgetUNITED PERFORMING ARTS FUND INC — $130,000 over 1y, 1.7% of budgetImagine MKEInc — $100,000 over 3y, 11% of budgetSCULPTURE MILWAUKEE INC — $75,000 over 2y, 6.8% of budgetMILWAUKEE AREA TECHNICAL COLLEGE FOUNDATION INC — $60,000 over 1y, 0.4% of budgetMILWAUKEE CHAMBER THEATRE LTD — $29,500 over 1y, 1.5% of budgetMILWAUKEE REPERTORY THEATER INC — $25,000 over 1y, 0.1% of budgetLYNDEN INC — $25,000 over 1y, 2.2% of budgetMUSEUM OF WISCONSIN ART INC — $10,000 over 1y, 0.4% of budgetRENAISSANCE THEATERWORKS INC — $10,000 over 1y, 1.2% of budgetMILWAUKEE YOUTH SYMPHONY ORCHESTRA INC — $7,500 over 1y, 0.1% of budgetMILWAUKEE INSTITUTE OF ART & DESIGN INC — $6,000 over 1y, 0.0% of budgetJUNIOR ACHIEVEMENT OF WISCONSIN INC — $5,000 over 1y, 0.1% of budgetMILWAUKEE FILM INC — $5,000 over 1y, 0.1% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Richard and Ethel Herzfeld Foundation IncWI30.6× affinity12 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Richard and Ethel Herzfeld Foundation Inc · Bert L and Patricia S Steigleder Charitable · Baird Foundation Inc · Peck Foundation Milwaukee Ltd · Evan & Marion Helfaer Foundation · Herbert H Kohl Charities Inc · Greater Milwaukee Foundation Inc · Ralph Evinrude Foundation Inc · Andy Nunemaker Foundation Inc · Gardner Foundation · Northwestern Mutual Life Foundation Inc · Ge Aerospace Foundation

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization Donald and Donna Baumgartner Charitable Trust funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024
202122232425
no gov · 00%1%4%8%15%your share of their income ↑0%25%50%75%100%share of the org’s income from government
    no gov moneyreceives it· size = income
    0get no government money at all
    7report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    typical government reliance, FY2025

    Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

    On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 21 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

    Generated from your IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

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