Nonprofit · EIN 47-5676223
DONALD AND DONNA BAUMGARTNER CHARITABLE TRUST
Tax-exempt · MILWAUKEE, WI 53202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $613,860 | $415,501 | $198,359 | $1,612,317 | $0 | $1,612,317 |
| November 30, 2024 | 990-PF | $1,013,348 | $1,003,086 | $10,262 | $1,413,959 | $0 | $1,413,959 |
| November 30, 2023 | 990-PF | $1,037,228 | $1,071,434 | -$34,206 | $1,403,716 | $0 | $1,403,716 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Contributions, gifts and grants
- $301,483
- Dividends
- $54,782
- Interest
- $1,046
- Net gain from sales of assets
- $250,460
- Other income
- $6,089
Expenses
- Grants and similar amounts paid
- $400,151
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $400,151
- Excise tax on investment income
- $4,185
Balance sheet and other
- Total assets, start of year
- $1,413,959
- Total assets, end of year
- $1,612,317
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,612,317
- Fair market value of assets
- $2,681,569
- Qualifying distributions
- $400,151
- Net investment income
- $306,288
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONALD W BAUMGARTNER FOLEY 777 E WISCONSIN AVE STE 3500, MILWAUKEE, WI 532025306 | TRUSTEE | 0.5 | $0 |
| DONNA F BAUMGARTNER FOLEY 777 E WISCONSIN AVE STE 3500, MILWAUKEE, WI 532025306 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended November 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONALD W BAUMGARTNER FOLEY 777 E WISCONSIN AVE STE 3500, MILWAUKEE, WI 532025306 | TRUSTEE | 0.5 | $0 |
| DONNA F BAUMGARTNER FOLEY 777 E WISCONSIN AVE STE 3500, MILWAUKEE, WI 532025306 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended November 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONALD W BAUMGARTNER FOLEY 777 E WISCONSIN AVE STE 3500, MILWAUKEE, WI 532025306 | TRUSTEE | 0.5 | $0 |
| DONNA F BAUMGARTNER FOLEY 777 E WISCONSIN AVE STE 3500, MILWAUKEE, WI 532025306 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- FOLEY 777 E WISCONSIN AVE STE 3500, MILWAUKEE, WI 53202-0000
- In care of
- % DONALD W BAUMGARTNER
- Signed the 990-PF
- DONALD BAUMGARTNER, TRUSTEE
- Phone
- (414) 319-7053
- Return prepared by
- FOLEY & LARDNER LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-5676223
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2016
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,612,317
- Income (IRS master file)
- $969,206
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $613,860 | $415,501 | $1,612,317 | XML |
| 990-PF | November 2024 | $1,013,348 | $1,003,086 | $1,413,959 | XML |
| 990-PF | November 2023 | $1,037,228 | $1,071,434 | $1,403,716 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-5676223).
Questions about DONALD AND DONNA BAUMGARTNER CHARITABLE TRUST
- What is the EIN of DONALD AND DONNA BAUMGARTNER CHARITABLE TRUST?
- The employer identification number (EIN) of DONALD AND DONNA BAUMGARTNER CHARITABLE TRUST is 47-5676223.
- Is DONALD AND DONNA BAUMGARTNER CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to DONALD AND DONNA BAUMGARTNER CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DONALD AND DONNA BAUMGARTNER CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DONALD AND DONNA BAUMGARTNER CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DONALD AND DONNA BAUMGARTNER CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of DONALD AND DONNA BAUMGARTNER CHARITABLE TRUST?
- The 990-PF for the year ended November 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does DONALD AND DONNA BAUMGARTNER CHARITABLE TRUST have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $613,860, expenses of $415,501 and total assets of $1,612,317 at year end.
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