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Donald and Donna Baumgartner Charitable Trust at a glance

· Private foundation

Donald and Donna Baumgartner Charitable Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$400k
Granted FY2025still arriving
5
Grants FY2025still arriving
1
States reached
$170k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Arts & Culture$2.4MEducation$90kHealth$6kHuman Services$5kInternational$5k
02FY2025 · 5 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • $10k–50k1 grant · $25k
  • $50k–250k4 grants · $375k
$65,000
Median grant
1
States reached
$1.6M
Total assets
Largest grants
RecipientAmount
MILWAUKEE BALLET$170,000
THE FLORENTINE OPERA COMPANY$76,497
MILWAUKEE FILM INC$65,000
MILWAUKEE ART MUSEUM$63,654
FRIENDS OF PBS WISCONSIN$25,000
02The need
03

Does the money reach high-need areas?

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

show:

Dollar for dollar, its grants (FY17–25) land where the poverty rate runs at 17%, against an area that typically sits at 12%. 97% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 12%JACK MILLER CENTER: $5k → 7%MUSEUM OF WISCONSIN ART: $10k → 6%FRIENDS OF PBS WISCONSIN: $25k → 10%MILWAUKEE FILM INC: $65k → 17%VAIL VALLEY DANCE FESTIVAL: $30k → 7%IMAGINE MKE: $50k → 17%VAIL VALLEY DANCE FESTIVAL: $30k → 7%IMAGINE MKE: $25k → 17%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: $170k → 17%MILWAUKEE BALLET: $120k → 17%MILWAUKEE ART MUSEUM: $100k → 17%MILWAUKEE BALLET: $85k → 17%MILWAUKEE ART MUSEUM: $64k → 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: $76k → 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
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

87%of every dollar goes to organizations it has funded before.
$2.5M · 8 repeat orgs$374k to everyone else

Grantees it renews have grown median revenue +14% since the first grant, against 0% for those funded once.

8 repeat relationships: 4 still active in FY2025, 4 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

8
13

Total granted

$2.5M
$349k

Median revenue growth · since first grant

+14%
0%

Still filing today

88%
77%

New vs renewed · share of each year

In FY2025, 94% of grant dollars renewed an existing relationship; $25k went to new ones.

50%100%’17’18’20’22’23’24’25
RenewedFirst-time

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

’17’18’20’22’23’24’25
Arts & CultureEducationInternationalOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). 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

  • MILWAUKEE BALLET COMPANY INC
    5× · 2020–2025 · $770k · revenue +19%
  • MA
    MILWAUKEE ART MUSEUM INC
    5× · 2018–2025 · $682k · revenue +8%
  • FLORENTINE OPERA COMPANY INC
    6× · 2017–2025 · $490k · revenue +38%

Funded once

  • UNITED PERFORMING ARTS FUND INC
    one grant, 2024 · $130k · revenue 0%
  • MILWAUKEE AREA TECHNICAL COLLEGE FOUNDATION INC
    one grant, 2023 · $60k · revenue -4%
  • NS
    NORTH SHORE LIBRARY
    one grant, 2024 · $30k
How this is measured

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

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. 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
Wisconsin Chamber Orchestra Inc

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

Arts & Culture
4
Madison Opera Inc

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

Arts & Culture
5
South Milwaukee Performing Arts Council

Support the south milwaukee performing arts center and community arts

Arts & Culture
6
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
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
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
9
Rock River Repertory Theatre

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

Arts & Culture
10
Milwaukee Bar Association Inc

The mission of the milwaukee bar association is to be an inclusive, equitable and diverse organization that serves the interests of the lawyers, judges and the people of milwaukee county by working to promote the professional interests of…

—
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
How this is measured
The grantee most central to the portfolio’s shape is Milwaukee Art Museum Inc; 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

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

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 18 of the 22 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
1
Early backer (in before they grew)
18/18
Grantees still filing
9/18
Grew since first funded

Where the money sits, by cause and then by grantee

MILWAUKEE BALLET COMPANY INC: $770,000 · Arts & CultureMILWAUKEE BALLET COMPANY INCMILWAUKEE ART MUSEUM INC: $681,663 · Arts & CultureMILWAUKEE ART MUSEUM INCFLORENTINE OPERA COMPANY INC: $489,779 · 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 & CultureImagine MKEInc: $100,000 · Arts & Culture+8 more: $269,500 · Arts & Culture+8 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$2,700,942Other$114,000Education$60,000International$5,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10Mgrantee revenue →↑ funder's share of their budgetMILWAUKEE BALLET COMPANY INC: $770,000 over 5y, 2.4% of budgetMILWAUKEE ART MUSEUM INC: $681,663 over 5y, 1.9% of budgetFLORENTINE OPERA COMPANY INC: $489,779 over 6y, 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 FILM INC: $70,000 over 2y, 1.3% 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 budgetLYNDEN INC: $25,000 over 1y, 2.2% of budgetFRIENDS OF PBS WISCONSIN INC: $25,000 over 1y, 0.1% of budgetMILWAUKEE REPERTORY THEATER INC: $25,000 over 1y, 0.1% 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 budget
Grantee by grantee: a decade per organization, before and after funding

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

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Richard and Ethel Her…Bert L and Patricia S…Baird Foundation IncPeck Foundation Milwa…Evan & Marion Helfaer…Herbert H Kohl Charit…Greater Milwaukee Fou…Ralph Evinrude Founda…Andy Nunemaker Founda…Gardner FoundationNorthwestern Mutual L…Ge Aerospace Foundati…
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

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Donald and Donna Baumgartner Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Donald and Donna Baumgartner Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%4%8%15%funder's 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, FY20–25
    How this is measured
    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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 22 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its 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.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Donald and Donna Baumgartner’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home