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DAGGETT CHARITABLE TR

Cite this

Plain text DAGGETT CHARITABLE TR. Strategy Studio, nonprofit organization profile, tax years 2010–2024. https://strategystudio.org/org/396632001. Retrieved 2026-10-18.

APA Strategy Studio. (n.d.). DAGGETT CHARITABLE TR [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 18, 2026, from https://strategystudio.org/org/396632001

MLA “DAGGETT CHARITABLE TR.” Strategy Studio, tax years 2010–2024, https://strategystudio.org/org/396632001. Accessed 18 Oct. 2026.

Retrieved 2026-10-18; covers tax years 2010–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990PF · revenue $8K · expenses $7K · assets $149K

EIN
39-6632001
Address
PO BOX 374, MONTELLO, WI 53949-0374
NTEE code
T110
Subsection
501(c)(3)
Ruling year
2004
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 6 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

6 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Dale Daggett Trustee2010-2024 0 $0 reported 1
Robert Daggett Trustee2010-2024 0 $0 reported 1
Alexis Daggett Trustee2021-2024 0 $0 reported 1
Jena Daggett Trustee2021-2024 0 $0 reported 1
Brian Daggett Trustee2021-2024 0 $0 reported 1
Katie Daggett (former) TRUSTEE2010-2016 1 $0 reported 1

People by year

2024 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DALE DAGGETT Trustee0 $0-$0 $01
ROBERT DAGGETT Trustee0 $0-$0 $01
ALEXIS DAGGETT Trustee0 $0-$0 $01
JENA DAGGETT Trustee0 $0-$0 $01
BRIAN DAGGETT Trustee0 $0-$0 $01
2023 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DALE DAGGETT Trustee0 $0-- $01
ROBERT DAGGETT Trustee0 $0-- $01
ALEXIS DAGGETT Trustee0 $0-- $01
JENA DAGGETT Trustee0 $0-- $01
BRIAN DAGGETT Trustee0 $0-- $01
2022 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DALE DAGGETT Trustee0 $0-- $01
ROBERT DAGGETT Trustee0 $0-- $01
ALEXIS DAGGETT Trustee0 $0-- $01
JENA DAGGETT Trustee0 $0-- $01
BRIAN DAGGETT Trustee0 $0-- $01
2021 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DALE DAGGETT Trustsee1 $0-- $01
ROBERT DAGGETT Trustee1 $0-- $01
ALEXIS DAGGETT Trustee0 $0-- $01
JENA DAGGETT Trustee0 $0-- $01
BRIAN DAGGETT Trustee0 $0-- $01
2020 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DALE DAGGETT Trustsee1 $0-- $01
ROBERT DAGGETT Trustee1 $0-- $01
2019 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DALE DAGGETT TRUSTEE1 $0-$0 $01
ROBERT DAGGETT TRUSTEE1 $0-$0 $01
2018 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DALE DAGGETT TRUSTEE1 $0-$0 $01
ROBERT DAGGETT TRUSTEE1 $0-$0 $01
2017 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DALE DAGGETT TRUSTEE1 $0-$0 $01
ROBERT DAGGETT TRUSTEE1 $0-$0 $01
2016 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DALE DAGGETT TRUSTEE1 $0-$0 $01
ROBERT DAGGETT TRUSTEE1 $0-$0 $01
KATIE DAGGETT TRUSTEE1 $0-$0 $01
2015 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DALE DAGGETT TRUSTEE1 $0-$0 $01
ROBERT DAGGETT TRUSTEE1 $0-$0 $01
KATIE DAGGETT TRUSTEE1 $0-$0 $01
2014 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DALE DAGGETT TRUSTEE1 $0-$0 $01
ROBERT DAGGETT TRUSTEE1 $0-$0 $01
KATIE DAGGETT TRUSTEE1 $0-$0 $01
2013 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DALE DAGGETT TRUSTEE1 $0-$0 $01
ROBERT DAGGETT TRUSTEE1 $0-$0 $01
KATIE DAGGETT TRUSTEE1 $0-$0 $01
2012 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DALE DAGGETT TRUSTEE1 $0-$0 $01
ROBERT DAGGETT TRUSTEE1 $0-$0 $01
KATIE DAGGETT TRUSTEE1 $0-$0 $01
2011 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DALE DAGGETT TRUSTEE1 $0-$0 $01
ROBERT DAGGETT TRUSTEE1 $0-$0 $01
KATIE DAGGETT TRUSTEE1 $0-$0 $01
2010 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DALE DAGGETT TRUSTEE1 $0-$0 $01
ROBERT DAGGETT TRUSTEE1 $0-$0 $01
KATIE DAGGETT TRUSTEE1 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2021 · 3 grants to organizations · $1.0M
2020 · 1 grant to organizations · $1K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2014 · 1 contributor · $9K
#ContributorTypeCity, stateTotalNoncashSource
1 ALYCE DAGGETT Person MONTELLO, WI $8,947- Form 990PF Sch. B, 2014 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$7,893$7,495 $149,221$149,221 -- ---
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$5,498$10,210 $154,757$154,757 -- ---
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$1,969$9,570 $159,469$159,469 -- ---
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$14,528$1,033,532 $167,070$167,070 -- ---
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$20,600$7,800 $1,190,076$1,190,076 -- ---
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$12,599$6,016 $1,189,351$1,189,351 -- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$2,312$2,389 $1,182,768$1,182,768 -- $0--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$152$1,241 $1,182,845$1,182,845 -- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$18,553$4,564 $1,183,934$1,183,934 $3,270- $0--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$205,576$16,840 $1,165,559$1,165,559 $670- $0--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$8,947$8,947 $976,823$976,823 $8,947- $0--
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$3,083$3,083 $980,659$980,659 $3,083- $0--
2012 · Form 990PF period ending 2012-12-31 · view filing · original 990 ↗
$740$740 $983,523$983,523 -- $0--
2011 · Form 990PF period ending 2011-12-31 · view filing · original 990 ↗
$2,416$2,416 $984,830$984,830 -- $0--
2010 · Form 990PF period ending 2010-12-31 · view filing · original 990 ↗
$2,096$2,096 $985,996$985,996 -- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
LA CASA DE ESPERANZA FOUNDATION INCWIT11 $7,787$1,792 PRESIDENT$0 Same NTEE code T11, revenue within 2x, same state
SCOTT HOUSE CHARITABLE TRUSTART11 $9,974$15,850 TRUSTEE$3,987 Same NTEE code T11, revenue within 2x
DENTON M BREAM CHARITABLE TUWPAT11 $12,654$13,903 TRUSTEE$875 Same NTEE code T11, revenue within 2x
JEAN G MILLER CHARITABLE TRUSTMOT11 $4,520$6,077 TRUSTEE$1,547 Same NTEE code T11, revenue within 2x
CHARITABLE HOLDINGS IITXT11 $4,700$5,632 ASST SECRETARY$358,570 Same NTEE code T11, revenue within 2x
LISLE CHARITABLE FOUNDATIONIAT11 $7,010$9,435 TRUSTEE$0 Same NTEE code T11, revenue within 2x
ETHEL SMITH GULDIN CHARITABLE TRUSTMOT11 $6,406$7,617 TRUSTEE$2,382 Same NTEE code T11, revenue within 2x
JUDY LEFTWICH CALDER CHARITABLE TRUSTTXT11 $14,715$18,023 TRUSTEE$0 Same NTEE code T11, revenue within 2x
JUDY LEFTWICH CALDER 1990CHARITABLE TRUSTTXT11 $5,480$9,528 CORP TRUSTEE$0 Same NTEE code T11, revenue within 2x
THE JIMMY AND BERTA KHEZRIE CHARITABLE FOUNDATIONNJT11 $4,902$2,530 TRUSTEE$0 Same NTEE code T11, revenue within 2x
TONY DS T I E TAKE IT EASE CHARITIES INCNYT11 $13,135$36,525 PRESIDENT$0 Same NTEE code T11, revenue within 2x
TRUST WWILL WILLIAM H HODGE FOR CHARITIESNYT11 $12,431$22,889 TRUSTEE$4,852 Same NTEE code T11, revenue within 2x
MFVEJLANI FAMILY CHARITYTXT11 $6,000$16,506 DIRECTOR$0 Same NTEE code T11, revenue within 2x
MICHAEL P & LORENA K SCHMITT TRUST FOR GOOD SAMARITAN HOMEINT11 $11,130$21,273 TRUSTEE$2,688 Same NTEE code T11, revenue within 2x
G HARRINGTON TUW FBO DANBY CHILDREN 31V076019NYT11 $11,389$4,317 TRUSTEE$2,872 Same NTEE code T11, revenue within 2x
FIRST METHODIST CHURCH OF OTEGO TUW DASA E HARRISNYT11 $11,067$9,063 Trustee$823 Same NTEE code T11, revenue within 2x
HELEN D SCOTT TRUST 2 UA 40-C148-00-0 FBOALT11 $5,926$9,671 TRUSTEE$3,343 Same NTEE code T11, revenue within 2x
MARION SAWYER FREDERICK TR UW FBO TRINITY LUTHERAN CHURCHPAT11 $8,061$9,649 TRUSTEE$513 Same NTEE code T11, revenue within 2x
SARAH HESS TR UWPAT11 $4,049$5,784 TRUSTEE$248 Same NTEE code T11, revenue within 2x
FLORENCE REYNOLDS TRAIL FUND TRUST FBO CHAMBERSBURG HOSPITALPAT11 $13,634$14,631 TRUSTEE$877 Same NTEE code T11, revenue within 2x
MICHAEL P & LORENA K SCHMITT TR FBO RAINTREE GIRL SCOUTS COUNCILINT11 $5,073$8,419 TRUSTEE$1,266 Same NTEE code T11, revenue within 2x
MAX CHARTER SCHOOL FOUNDATION INCLAT11 $12,722$2,755 PRESIDENT$0 Same NTEE code T11, revenue within 2x
MARION SAWYER FREDERICK TR UW FBO YMCAPAT11 $7,495$10,065 TRUSTEE$875 Same NTEE code T11, revenue within 2x
GEORGE W WARREN TR 2839MNT11 $6,352$8,049 TRUSTEE$1,462 Same NTEE code T11, revenue within 2x
ANNIE BELL PERKINS TR UAKYT11 $4,346$4,035 TRUSTEE$500 Same NTEE code T11, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
JEWISH FEDERATION OF CLEVELAND DAF sponsor$1,326,3583 22014–2019 ROBERT AND EILEEN SILL FAMILY FOUNDATION; SCHOLNICK FAMILY FOUNDATION
AUSTIN COMMUNITY FOUNDATION DAF sponsor$648,5821 12011–2011 CHARITABLE HOLDINGS II
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$474,0006 42017–2024 OVERFLOW INC; ESCONDIDO HISTORY CENTER ENDOWMENT FOUNDATION; NEWTON ROTARY FOUNDATION; LA CASA DE ESPERANZA FOUNDATION INC
LISLE FOUNDATION Private foundation$109,4742 12019–2021 LISLE CHARITABLE FOUNDATION
PAYPAL CHARITABLE GIVING FUND DAF sponsor$62,6232 22020–2024 NEWTON ROTARY FOUNDATION; SEED & FEED MARCHING ABOMINABLE ENDOWMENT INC
CENTERPOINT ENERGY FOUNDATION INC Private foundation$50,0001 12023–2023 ALLIANCE INITIATIVES FUND INC
CHAPMAN FAMILY FOUNDATION INC Private foundation$50,0001 12023–2023 ALLIANCE INITIATIVES FUND INC
CHRISTIAN COMMUNITY FOUNDATION INC DAF sponsor$35,0002 12017–2020 OVERFLOW INC
STENKIRKE FAMILY FOUNDATION Private foundation$33,0005 12020–2025 OVERFLOW INC
TOLEDO COMMUNITY FOUNDATION DAF sponsor$29,1052 12020–2023 TOLEDO COMMUNITY FOUNDATION SUPPORTING ORGANIZATION
RAYMOND JAMES CHARITABLE ENDOWMENT FUND DAF sponsor$25,0001 12018–2018 OVERFLOW INC
IMPACTASSETS INC DAF sponsor$20,0001 12015–2015 OVERFLOW INC
NEW MEXICO COMMUNITY FOUNDATION DAF sponsor$15,0001 12018–2018 LOS ALAMOS INSTITUTES
NATIONAL PHILANTHROPIC TR DAF sponsor$10,0001 12024–2024 COMMUNITY PARTNERSHIP FOUNDATION
ROBERT H REAKIRT FDN EQUITIES 532H-70700010276043 Private foundation$7,6601 12022–2022 COMMUNITY PARTNERSHIP FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $7,495 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses $6,905 92.1%
Fees: accounting $590 7.9%
Total$7,495100%

View the filing

2023 · Form 990PF · $10,210 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses $9,705 95.1%
Fees: legal $500 4.9%
Interest $5 0.0%
Total$10,210100%

View the filing

2022 · Form 990PF · $9,570 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses $8,788 91.8%
Fees: other professional $590 6.2%
Taxes $192 2.0%
Total$9,570100%

View the filing

2021 · Form 990PF · $1,033,532 spent · pay $0 · grants $1,028,680 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,028,680 99.5%
Other expenses $3,542 0.3%
Fees: other professional $550 0.1%
Fees: legal $443 0.0%
Taxes $317 0.0%
Total$1,033,532100%

View the filing

2020 · Form 990PF · $7,800 spent · pay $0 · grants $1,000 · events $0
LineAs describedTotalShare
Other expenses $6,471 83.0%
Contributions, gifts, grants paid $1,000 12.8%
Taxes $329 4.2%
Total$7,800100%

View the filing

2019 · Form 990PF · $6,016 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses $5,528 91.9%
Taxes $488 8.1%
Total$6,016100%

View the filing

2018 · Form 990PF · $2,389 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses $2,020 84.6%
Taxes $369 15.4%
Total$2,389100%

View the filing

2017 · Form 990PF · $1,241 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses $1,091 87.9%
Taxes $150 12.1%
Total$1,241100%

View the filing

2016 · Form 990PF · $4,564 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Occupancy $3,039 66.6%
Fees: accounting $1,525 33.4%
Total$4,564100%

View the filing

2015 · Form 990PF · $16,840 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Occupancy $16,170 96.0%
Fees: accounting $670 4.0%
Total$16,840100%

View the filing

2014 · Form 990PF · $8,947 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Occupancy $8,947 100.0%
Total$8,947100%

View the filing

2013 · Form 990PF · $3,083 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Occupancy $3,083 100.0%
Total$3,083100%

View the filing

2012 · Form 990PF · $740 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Occupancy $740 100.0%
Total$740100%

View the filing

2011 · Form 990PF · $2,416 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Occupancy $2,416 100.0%
Total$2,416100%

View the filing

2010 · Form 990PF · $2,096 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Occupancy $2,096 100.0%
Total$2,096100%

View the filing