2026-09-01T11:03:17-05:00 2025-11-30 FOLEY & LARDNER LLP 777 E WISCONSIN AVE MILWAUKEE WI 532025306 990PF 2024-12-01 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 2026-06-11 true true EMMALINE S JURGENA P02299102 4142712400 2026-04-10 2024 X 2681569 X 301483 1046 1046 54782 54782 250460 605806 250460 6089 613860 306288 0 5756 5190 9594 15350 5190 0 400151 400151 415501 5190 400151 198359 301098 0 31504 33250 33250 1382455 1579067 2648319 1413959 1612317 2681569 0 0 X 1413959 1612317 1413959 1612317 1413959 198359 1612318 1 1612317 SEE ATTACHED SCHEDULE - 5007 311719 110827 200892 200892 SEE ATTACHED SCHEDULE - 1006 82729 80099 2630 2630 SEE ATTACHED SCHEDULE - 1006 123667 91490 32177 32177 SEE ATTACHED SCHEDULE - 8004 28718 28569 149 149 SEE ATTACHED SCHEDULE - 8004 55646 44386 11285 11260 CAPITAL GAIN DIVIDENDS P 3327 CAPITAL GAIN DIVIDENDS P 3327 CAPITAL GAIN DIVIDENDS P 3327 CAPITAL GAIN DIVIDENDS P 3327 CAPITAL GAIN DIVIDENDS P 3327 250460 2779 4185 4185 4185 8500 0 8500 4315 4315 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 1868442 751436 0 2619878 0 2619878 39298 2580580 129029 129029 4185 4185 124844 124844 124844 400151 0 0 0 0 400151 124844 0 2022 2021 2020 0 17927 990025 897511 1905463 400151 0 124844 275307 2180770 0 0 0 0 2180770 17927 990025 897511 275307 DONALD AND DONNA BAUMGARTNER NONE X MILWAUKEE BALLET 128 N JACKSON ST MILWAUKEE WI 53202 NONE PC GENERAL OPERATIONS 170000 MILWAUKEE ART MUSEUM 700 N ART MUSEUM DR MILWAUKEE WI 53202 NONE PC GENERAL OPERATIONS 63654 THE FLORENTINE OPERA COMPANY 205 W HIGHLAND AVE 201 MILWAUKEE WI 53203 NONE PC GENERAL OPERATIONS 76497 MILWAUKEE FILM INC 1037 W MCKINLEY AVE 200 MILWAUKEE WI 53205 NONE PC GENERAL OPERATIONS 65000 FRIENDS OF PBS WISCONSIN 821 UNIVERSITY AVE 1076 MADISON WI 537061412 NONE PC GENERAL OPERATIONS 25000 400151 14 1046 14 54782 18 250460 TAX EXEMPT INCOME 6089 306288 6089 312377 false false false false false false false false false false X X 1 DONALD AND DONNA BAUMGARTNER 777 E WISCONSIN AVE MILWAUKEE WI 532025306 301483 X X 1 168 SHS SPDR S&P 500 ETF 99313 2024-12-20 1 1,260 SHS ISHARES RUSSELL 1000 GROWTH 524311 2024-12-26 1 374 SHS SPDR S&P 500 ETF 224901 2024-12-26 FIXED INCOME FUNDS 713500 723763 EQUITY FUNDS 751404 1802839 ALTERNATIVE INVESTMENTS 114163 121717 NET BOOK TO TAX ADJUSTMENTS 1 TAX EXEMPT INCOME 6089 MANAGEMENT FEES 5756 5190 EXCISE TAX 1094 ESTIMATED TAX PAYMENTS 8500