Baumann Foundation

Private foundation · Grantmaker Sun Lakes, AZ EIN: 88-0439595

Baumann Foundation is a private foundation, based in Sun Lakes, AZ. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $886K in total assets. In 2025, it awarded 1 grant totaling $50K. Net investment income was $35K.

Baumann Foundation at a glance

In short: Baumann Foundation gave $50K across 1 grant in 2025 (avg $50K), mostly in District of Columbia. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$50,000
-50.0% vs 2024
Grants made (2025)
1
-50.0% vs 2024
Average grant
$50,000
+0.0% vs 2024
Median grant
$50,000
Total assets
$886,219
-6.5% vs 2024
Primary geography
District of Columbia (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Baumann Foundation funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Independent Medical Alliance: $50KIndependent Medical Alliance$50K

The largest 2025 recipient was Independent Medical Alliance ($50K).

Grant Size Distribution

10 grants across all recorded years

6<$50K4$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 6 grants of 10 (60%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Share of the 2025 grant dollars on its one itemized grant.

Cities

WashingtonArlingtonMadisonPortlandSan JoseDallasFranklin LakesMinneapolis

How Baumann Foundation gives

  • Giving held roughly steady from 2022 to 2025 (−17%). Method
  • In 2025 it paid out 88% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K5 grants2020 4 grants2021 1 grant2022 2 grants2023 2 grants2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $50K (2023) to $100K (2024). In 2025 it made 1 grant totaling $50K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Independent Medical Alliance Washington, DCHealthcare Prevention & Treatment$50,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$886,219$85,351$63,394$50,0001$50,000$35,227$56,901
2024$948,062$51,632$112,979$100,0002$100,000$24,541$55,732
2023$925,609$188,190$62,419$50,0002$50,360$28,952$50,904
2022$799,838$126,735$76,171$60,0001$61,468$31,283$59,031
2021$749,274$76,577$72,965$60,0004—$17,856$58,304
2020$745,662$48,052$62,403$50,2505—$22,822$50,638

Under IRS private-foundation payout rules, Baumann Foundation reported a distributable amount of $57K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Baumann Foundation is led by Josef Baumann, Director on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Josef Baumann

    Director

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Baumann Foundation

How much does Baumann Foundation give each year?

Baumann Foundation gave $50K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $100K across 2 grants.

How large is Baumann Foundation?

Baumann Foundation reported $886K in total assets on its 2025 IRS Form 990-PF. It paid out $50K in qualifying distributions that year, against a required minimum of $57K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Baumann Foundation operate?

Baumann Foundation has awarded grants in California, District of Columbia, Minnesota, New Jersey, Oregon, Texas, Virginia, Wisconsin.

What is Baumann Foundation's EIN?

Baumann Foundation's EIN (Employer Identification Number) is 88-0439595. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Baumann Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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