2025-04-11T09:21:03-05:00 2024-11-30 FOLEY & LARDNER LLP 777 E WISCONSIN AVE MILWAUKEE WI 532025306 990PF 2023-12-01 475676223 DONALD AND DONNA BAUMGARTNER CHARITABLE TRUST % DONALD W BAUMGARTNER DONA 4143197053 FOLEY 777 E WISCONSIN AVE STE 3500 MILWAUKEE WI 532025306 DONALD BAUMGARTNER TRUSTEE 4143548050 2025-04-09 true true EMMALINE S JURGENA P02299102 4142712400 2025-04-01 2023 2025-03-06 01:10:19Z X 1941175 X 391400 1274 1274 43585 43585 571011 1321205 571011 6078 1013348 615870 0 5405 4755 14806 20211 4755 0 982875 979925 1003086 4755 979925 10262 611115 10216 31504 31504 1393500 1382455 1909671 1403716 1413959 1941175 0 0 X 1403716 1413959 1403716 1413959 1403716 10262 1413978 19 1413959 SEE ATTACHED SCHEDULE - 5007 D 360850 162145 198705 198705 SEE ATTACHED SCHEDULE - 5007 D 548357 219256 329101 329101 SEE ATTACHED SCHEDULE - 1006 P 12173 12233 -60 -60 SEE ATTACHED SCHEDULE - 1006 P 147042 138706 8336 8336 SEE ATTACHED SCHEDULE - 1006 P 138676 111695 27264 26981 SEE ATTACHED SCHEDULE - 8004 P 5140 5165 -25 -25 SEE ATTACHED SCHEDULE - 8004 P 14044 13446 598 598 SEE ATTACHED SCHEDULE - 8004 P 94923 88166 7092 6757 571011 8849 8494 8494 8494 7400 0 7400 1094 false false false false false false false true true WI true false false false false true DONALD W BAUMGARTNER 4143197053 777 E WISCONSIN AVE STE 3500 MILWAUKEE WI 532025306 false false false false false false false false false false false false false false false false false false false false false DONALD W BAUMGARTNER FOLEY 777 E WISCONSIN AVE STE 3500 MILWAUKEE WI 532025306 TRUSTEE 0.5 0 0 0 DONNA F BAUMGARTNER FOLEY 777 E WISCONSIN AVE STE 3500 MILWAUKEE WI 532025306 TRUSTEE 0.5 0 0 0 1152401 693451 0 1845852 0 1845852 27688 1818164 90908 90908 8494 8494 82414 82414 82414 979925 0 0 0 0 979925 82414 0 2021 2020 2019 0 17927 990025 1007952 979925 0 82414 897511 1905463 0 0 0 0 1905463 17927 990025 897511 DONALD AND DONNA BAUMGARTNER NONE X MILWAUKEE BALLET 128 N JACKSON ST MILWAUKEE WI 53202 NONE PC GENERAL OPERATIONS 120000 MILWAUKEE ART MUSEUM 700 N ART MUSEUM DR MILWAUKEE WI 53202 NONE PC GENERAL OPERATIONS 409409 THE FLORENTINE OPERA COMPANY 205 W HIGHLAND AVE 201 MILWAUKEE WI 53203 NONE PC GENERAL OPERATIONS 157516 MARCUS PERFORMING ARTS CENTER 929 N WATER ST MILWAUKEE WI 53202 NONE PC GENERAL OPERATIONS 10000 SCULPTURE MILWAUKEE INC 111 E WISCONSIN AVE MILWAUKEE WI 53202 NONE PC GENERAL OPERATIONS 25000 VAIL VALLEY DANCE FESTIVAL 90 W BENCHMARD RD 300 AVON CO 81620 NONE PC GENERAL OPERATIONS 30000 ALZHEIMERS ASSOCIATION 620 S 76TH ST MILWAUKEE WI 53214 NONE PC GENERAL OPERATIONS 5500 JUNIOR ACHIEVEMENT OF WISCONSIN 11111 W LIBERTY DR MILWAUKEE WI 53224 NONE PC GENERAL OPERATIONS 5000 MILWAUKEE FILM INC 1037 W MCKINLEY AVE 200 MILWAUKEE WI 53205 NONE PC GENERAL OPERATIONS 5000 MILWAUKEE REPERTORY THEATER 108 E WELLS ST MILWAUKEE WI 53202 NONE PC GENERAL OPERATIONS 25000 MILWAUKEE YOUTH SYMPHONY ORCHESTRA 325 W WALNUT ST MILWAUKEE WI 53212 NONE PC GENERAL OPERATIONS 7500 MUSEUM OF WISCONSIN ART 205 VETERANS AVE WEST BEND WI 53095 NONE PC GENERAL OPERATIONS 10000 NORTH SHORE LIBRARY 6800 N PORT WASHINGTON RD GLENDALE WI 53217 NONE PC GENERAL OPERATIONS 30000 RENAISSANCE THEATERWORKS 255 S WATER ST MILWAUKEE WI 53204 NONE PC GENERAL OPERATIONS 10000 UNITED PERFORMING ARTS FUND 301 W WISCONSIN AVE 600 MILWAUKEE WI 53203 NONE PC GENERAL OPERATIONS 130000 979925 14 1274 14 43585 18 571011 TAX EXEMPT INCOME 6078 615870 6078 621948 false false false false false false false false false false X X 1 DONALD AND DONNA BAUMGARTNER 777 E WISCONSIN AVE MILWAUKEE WI 532025306 391400 X X 1 1,953 SHS VANGUARD S&P 500 ETF 908029 FIXED INCOME FUNDS 708211 716001 EQUITY FUNDS 580382 1097790 ALTERNATIVE INVESTMENTS 93862 95880 NET BOOK TO TAX ADJUSTMENTS 19 TAX EXEMPT INCOME 6078 MANAGEMENT FEES 5405 4755 EXCISE TAX 14806