How much does Fitzsimonds Charitable Trust give?

Fitzsimonds Charitable Trust reported 23 grants totaling $1,600,000 in its FY2025 IRS filing. It funded between 20 and 25 organizations a year over FY2018 to FY2024.

What does Fitzsimonds Charitable Trust fund?

By grant dollars over FY2017 to FY2025, its largest causes are Arts & Culture (36%), Education (16%), Health (11%).

Who are Fitzsimonds Charitable Trust's largest grantees?

By total granted over FY2017 to FY2025: Milwaukee Public Museum Inc ($1.0M), United Way of Greater Milwaukee & Waukesha County Inc ($165k), Lifestriders Inc ($150k).

Does Fitzsimonds Charitable Trust fund new organizations?

In FY2024, 9% of the organizations it funded were first-time grantees.

Does Fitzsimonds Charitable Trust accept unsolicited applications?

Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.

Which funders back the same organizations as Fitzsimonds Charitable Trust?

Its strongest co-funders, measured against what their size predicts, include Herbert H Kohl Charities Inc, Greater Milwaukee Foundation Inc, United Way of Greater Milwaukee & Waukesha County Inc.

Where is Fitzsimonds Charitable Trust based?

Fitzsimonds Charitable Trust is based in WI.

Fitzsimonds Charitable Trust

Fitzsimonds Charitable Trust at a glance

· Private foundation

Fitzsimonds 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.

$1.6M

Granted FY2025still arriving

Grants FY2025still arriving

States reached

$1.0M

Largest

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 2025.

Arts & Culture$1.2MEducation$511kHealth$368kAnimals$309kPhilanthropy$175kYouth Development$164kEnvironment$129kHuman Services$121kOther$0

02FY2025 · 23 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

$10k–50k19 grants · $450k
$50k–250k3 grants · $150k
$250k+1 grant · $1.0M

$20,000

Median grant

States reached

$1.5M

Total assets

Largest grants
Recipient	Amount
MILWAUKEE PUBLIC MUSEUM	$1,000,000
VISION FORWARD	$50,000
LIFESTRIDERS	$50,000
DOUGLAS COUNTY LAND CONSERVANCY	$50,000
ZOOLOGICAL SOCIETY OF MILWAUKEE	$45,000
HUNGER TASK FORCE	$45,000
KAPPA ALPHA THETA FOUNDATION	$40,000
BOYS AND GIRLS CLUB OF GREATER MILWAUKEE	$35,000
WISCONSIN HUMANE SOCIETY	$35,000
KANDU INDUSTRIES	$30,000
DRAKE UNIVERSITY	$30,000
SIGMA ALPHA EPSILON FOUNDATION	$20,000
HELP AND HOPE CENTER	$20,000
PENFIELD CHILDREN'S CENTER	$20,000
UNITED WAY OF GREATER MILWAUKEE	$20,000

02The need

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:

Its human-services grants (FY17–25, $121k) land where the poverty rate runs at 8%, against an area that typically sits at 10%. 53% of those dollars go to grantees based in above-average-need neighborhoods. Its grants spread fairly evenly across need levels.

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.

92%of every dollar goes to organizations it has funded before.

$3.0M · 34 repeat orgs$247k to everyone else

Grantees it renews have grown median revenue +36% since the first grant, against +17% for those funded once.

34 repeat relationships: 20 still active in FY2025, 14 since wound down; 3 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

Total granted

$3.0M

$137k

Median revenue growth · since first grant

+36%

+17%

Still filing today

79%

67%

New vs renewed · share of each year

In FY2025, 93% of grant dollars renewed an existing relationship; $110k went to new ones.

RenewedFirst-time

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

EducationArts & CultureAnimalsHealthPhilanthropyHuman ServicesOther

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 PUBLIC MUSEUM INC
5× · 2018–2025 · $1.0M · revenue +7%
LI
LIFESTRIDERS INC
7× · 2019–2025 · $150k · revenue +115%
KA
KAPPA ALPHA THETA FOUNDATION INC
9× · 2017–2025 · $140k · revenue +91%

Funded once

BC
BETHANY CHRISTIAN SERVICES
one grant, 2024 · $50k
THE UWM FOUNDATION INC
one grant, 2018 · $15k · revenue +0%
UO
UNIVERSITY OF WISCONSIN FOUNDATION
one grant, 2024 · $10k · revenue -12%

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.

Wisconsin Medical Society Inc

To improve the health of the people of wisconsin by supporting and strengthening physicians' ability to practice high quality patient care in a changing environment.

—

Wisconsin Policy Forum Inc

We conduct impartial public policy research and analysis to drive informed debate and effective decision-making in the state of wisconsin.

Public Benefit

Midwest Dairy Association

Midwest dairy works with others to give consumers an excellent dairy experience increasing sales, fostering innovation, and inspiring consumer confidence of dairy products and practices.

—

Museum of Wisconsin Art Inc

The museum of wisconsin art celebrates the value, diversity, and uniqueness of the visual arts and artists of wisconsin. this is achieved by collecting, conserving, documenting, exhibiting, and promoting aesthetic understanding of the…

Arts & Culture

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…

—

University of Minnesota Foundation Investment Advisors

To provide the highest level of stewardship for university donors through professional management and oversight of the university of minnesota foundation's assets by creating a focused investment environment with clarity of purpose,…

Education

Disability Rights Wisconsin Inc

Legal protection and advocacy to protect the rights of people with disabilities in wisconsin.

—

Minnesota Medical Association

To be the leading voice of medicine to make minnesota the healthiest state and the best place to practice.

—

Michigan Science Center

The mission of the michigan science center is to inspire curious minds of all ages to discover, explore and appreciate science, technology, engineering and math in a creative, dynamic learning environment.

Education

Downtown Madison Inc

Make downtown madison an economically strong, equitable, inclusive, and vibrant place to live, work, and visit.

—

Wisconsin School Counselor Association Inc

Our vision is for wisconsin to be the model for excellence in equitable school counseling practice, exemplified by the advocacy, leadership, and expertise of the members of the wsca.

—

Madison Professional Police Officers Association Inc

The madison professional police officers association represents law enforcement professionals who serve the city of madison, wisconsin, as either police officers, detectives, investigators, or sergeants.

—

How this is measured

The grantee most central to the portfolio’s shape is Mile High United Way Inc; the most unlike its peers is Evanston School Children's Clothing Assn. 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

42 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. 42 of the 55 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.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

42/42

Grantees still filing

28/42

Grew since first funded

Where the money sits, by cause and then by grantee

Arts & Culture$1,180,000Education$431,000Other$744,000Health$325,000Animals$246,000Philanthropy$195,000Environment$129,000

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

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.

Herbert H Kohl Charities IncWI31.4× affinity13 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Herbert H Kohl Charities Inc · Greater Milwaukee Foundation Inc · United Way of Greater Milwaukee & Waukesha County Inc · Baird Foundation Inc · Green Bay Packers Foundation · Windhover Foundation Inc · Youth Foundation Inc · Jerome J and Dorothy H Holz Family Foundation C/O Donald Tushaus · Emil Ewald Family Foundation Inc · Gardner Foundation · Richard and Ethel Herzfeld Foundation Inc · STACKNER FAMILY FOUNDATION INC co KRISTIN A OCCHETTI

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 Fitzsimonds Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Fitzsimonds Charitable Trust. Bigger dots raise more.

2024

’20’21’22’23’24’25

no gov moneyreceives it· size = income

1get no government money at all

15report government grants on their 990 we could not trace to a source (not plotted)

0rely on government for over half their income

⤢ axis zoomed · 0–75%

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.

05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Fitzsimonds Charitable Trust?

Find your warmest path to Fitzsimonds Charitable Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

Play a game based on Fitzsimonds’ 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