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EIN 43-6531876

Brown Dana Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
City
Milwaukee
State
Wisconsin
Year formed
1995
Most recent tax filings
2022-06-01
NTEE code, primary
T20: Private Foundations
Description
The Brown Dana Charitable Trust is a private foundation based in Milwaukee, WI. The trustee is G Rice. The trust made $3,043,500 in annual grants last year.
Also known as...
Dana Brown Charitable Trust
Total revenues
$5,865,507
2022
Total expenses
$4,815,754
2022
Total assets
$43,840,273
2022
Num. employees
n/a

Personnel at Brown Dana Charitable Trust

NameTitle
James T. TyrrellSenior Vice President - U.s Bank Private Wealth Management Private Wealth Advisor
Jennifer M. KippingSenior Vice President
Kristen PolchinskiVice President - St Louis Metro Bank, U.s Bank
Mark SandvosSenior Vice President - U.s Bank Private Wealth Management Wealth Trust Advisor
Scott SchmidSenior Vice President - U.s Bank Private Wealth Management
...and 1 more key personnel

Financials for Brown Dana Charitable Trust

RevenuesFYE 06/2022
Total grants, contributions, etc.$0
Investment income and dividends$1,697,806
Net rental income$0
Net gain from sale of non-inventory assets$4,121,777
Gross sales of inventory$0
Miscellaneous revenues$45,924
Total revenues$5,865,507

Form 990s for Brown Dana Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2022-062022-11-10990PFView PDF
2021-062022-07-11990PFView PDF
2020-062021-11-12990PFView PDF
2019-062020-11-03990PFView PDF
2018-062019-01-28990PFView PDF
...and 5 more Form 990s

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Sourlis Irrevocable Charitable TrustMunster, IN$7,417,987
Puffin FoundationTeaneck, NJ$6,313,116
Foreign Intelligence Surveillance Act (FISA)Pittsburgh, PA$2,766,373
Craig-Scheckman Family FoundationSteamboat Springs, CO$5,889,671
Mailman FoundationNew York, NY$1,843,854
Lapan Memorial Sunshine FoundationTucson, AZ$3,788,099
David E and Cassie L Temple FoundationTulsa, OK$2,756,571
Ernest L Kurth JR Charitable FoundationDallas, TX$6,335,731
Elizabeth Morse Charitable Trust XXXXX1008Chicago, IL$3,282,688
Data update history
July 7, 2023
Updated personnel
Identified 4 new personnel
June 1, 2023
Updated personnel
Identified 5 new personnel
May 23, 2023
Used new vendors
Identified 1 new vendor, including
February 3, 2023
Posted financials
Added Form 990PF for fiscal year 2021
October 5, 2022
Updated personnel
Identified 2 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donations
General information
Address
PO Box 0634
Milwaukee, WI 53201
Metro area
Milwaukee-Waukesha, WI
County
Milwaukee County, WI
Website URL
danabrowncharitabletrust.org/ 
Phone
(314) 418-2643
IRS details
EIN
43-6531876
Fiscal year end
June
Taxreturn type
Form 990-PF
Year formed
1995
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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