Baumgardt Family Foundation Inc
Baumgardt Family Foundation Inc is a private foundation based in Zionsville, Indiana. Its 2024 filing reports charitable grants to organizations and provides instructions for scholarship and other grant applications.
Baumgardt Family Foundation Inc at a glance
In short: Baumgardt Family Foundation Inc gave $80K across 16 grants in 2024 (avg $5K), mostly in Indiana. 38% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $79,600
- +139.1% vs 2023
- Grants made (2024)
- 16
- -15.8% vs 2023
- Average grant
- $4,975
- +184.0% vs 2023
- Median grant
- $500
- Total assets
- $522,828
- +2.2% vs 2023
- New grantees (estimate)
- 38% first-time grantees (6 of 16, 2024; small sample)
- Primary geography
- Indiana (91% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Baumgardt Family Foundation Inc
- How to Apply
-
The 2024 filing names James Baumgardt as the contact for applications. It states that giving is not restricted to preselected organizations. The filing provides separate application materials for scholarships and other grants.
- Review Cycle
- The filing states that there are no specified submission deadlines.
- Deadline
- The filing states that there are no specified submission deadlines.
- Contact
Application contact: James Baumgardt
Mailing address: 7289 Hunt Club Dr, Zionsville, IN 46077
Phone: (317) 873-6762
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Baumgardt Family Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Rose Hulman Inst of Technology ($60K). Together the top 10 received $79K.
Grant Size Distribution
121 grants across all recorded years
The most common grant size was under $50K: 120 grants of 121 (99%).
Geographic Focus
Where this funder awards grants
In 2024, 91% of grant dollars went to recipients in Indiana. The remaining reported shares were Florida (5%), Texas (2%), Iowa (2%), and Georgia (0%).
Grant Distribution by State
Share of 2024 grant dollars across all 16 itemized grants.
Cities
Is Baumgardt Family Foundation Inc open to new grantees?
38%
first-time grantees, 2024
In 2024, 6 of 16 grantees (38%) were first-time recipients. With only 16 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $2K; repeat grants $7K. How we count
Medians: $750 first-time, $75 repeat.
- 50% of 2024 grantees were also funded in 2023. Method
- Giving grew 53% from 2021 to 2024. Method
- In 2024 it paid out 308% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $33K (2023) to $80K (2024). In 2024 it made 16 grants totaling $80K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Rose Hulman Inst of Technology Terre Haute, IN | Charitable | $60,000 |
| Greater Historic Traders Point Zionsville, IN | Charitable | $9,800 |
| The Learning Alliance Foundation Vero Beach, FL | Charitable | $3,300 |
| Advent Evangelical Lutheran Church Zionsville, IN | Charitable | $1,550 |
| Epilepsy Foundation Iowa Des Moines, IA | Charitable | $1,500 |
| Flanner House Indianapolis, IN | Charitable | $1,000 |
| The Source Austin, TX | Charitable | $1,000 |
| Christ Church of Vero Beach Vero Beach, FL | Charitable | $500 |
| NSBA Foundation Weatherford, TX | Charitable | $500 |
| Boone County Ride to Life Lebanon, IN | Charitable | $100 |
Ready to take the next step with Baumgardt Family Foundation Inc?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $522,828 | $77,071 | $85,215 | $79,600 | 16 | $79,600 | $40,201 | $25,837 |
| 2023 | $511,700 | $9,827 | $39,802 | $33,285 | 19 | $33,285 | $10,187 | $24,479 |
| 2022 | $487,864 | $41,590 | $41,712 | $37,433 | 27 | $37,433 | $13,977 | $24,428 |
| 2021 | $578,318 | $30,761 | $59,117 | $52,087 | 32 | $52,087 | $25,471 | $28,082 |
| 2020 | $567,189 | $10,306 | $43,340 | $38,800 | 27 | — | $8,716 | $25,730 |
Under IRS private-foundation payout rules, Baumgardt Family Foundation Inc reported a distributable amount of $26K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants included support for a range of charitable organizations. For example, The Learning Alliance Foundation describes its purpose as raising, holding, and distributing funds to support The Learning Alliance, Inc. Semper K9 Assistance Dogs says it provides custom-trained service dogs to wounded service members and their families, while Disabled American Veterans describes its purpose as promoting services to benefit veterans. These are the grantees’ stated missions, not the foundation’s.
Grantmaking
In 2024, the foundation gave $79,600 through 16 grants. Grants ranged from $50 to $60,000, with a median grant of $500. The largest awards included $60,000 to Rose-Hulman Institute of Technology, $9,800 to Greater Historic Traders Point, and $3,300 to The Learning Alliance Foundation.
The foundation’s 2024 filing says scholarship applications should include a grade transcript, information about financial need, an essay about the applicant’s interests and aspirations, extracurricular activities, academic honors and recognitions, written recommendations from unrelated individuals, and the names of academic institutions to which the applicant intends to apply. Applications for other grants or gifts should be submitted in writing and include a brief description of the organization and its programs, specific information about the requested grant’s purpose, and information about the grantee’s exempt status. The filing specifies no restrictions or limitations on awards.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists James R. Baumgardt, Sharon E. Baumgardt, and James M. Cornelius as directors.
Baumgardt Family Foundation Inc's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
James M. Cornelius
Director
On filings since 2020
1 hr/week
No compensation reported
James R. Baumgardt
Director
On filings since 2020
1 hr/week
No compensation reported
Sharon E. Baumgardt
Director
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Baumgardt Family Foundation Inc
How much does Baumgardt Family Foundation Inc give each year?
Baumgardt Family Foundation Inc gave $80K across 16 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $33K across 19 grants.
What is Baumgardt Family Foundation Inc's typical grant size?
Baumgardt Family Foundation Inc's median grant in 2024 was $500, and its average grant was $4,975, across 16 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Baumgardt Family Foundation Inc that year got $2K on average.
Where does Baumgardt Family Foundation Inc give grants?
Baumgardt Family Foundation Inc gives mostly in Indiana: 91% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Zionsville, IN (2 grants) and Vero Beach, FL (2 grants).
Does Baumgardt Family Foundation Inc give general operating support?
Not in 2024: none of the 16 grants with a stated purpose on Baumgardt Family Foundation Inc's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (16 grants).
Who are Baumgardt Family Foundation Inc's largest grantees?
Baumgardt Family Foundation Inc's largest 2024 grantees include Rose Hulman Inst of Technology ($60,000), Greater Historic Traders Point ($9,800) and The Learning Alliance Foundation ($3,300), according to its 2024 IRS Form 990-PF. Together they received 92% of its itemized 2024 grant dollars.
How large is Baumgardt Family Foundation Inc?
Baumgardt Family Foundation Inc reported $523K in total assets on its 2024 IRS Form 990-PF. It paid out $80K in qualifying distributions that year, against a required minimum of $26K (roughly 5% of its investment assets).
What does Baumgardt Family Foundation Inc fund?
No mission statement for the foundation is provided. Its 2024 grants included support for a range of charitable organizations. For example, The Learning Alliance Foundation describes its purpose as raising, holding, and distributing funds to support The Learning Alliance, Inc. See mission & focus areas ↑
How do I apply for a grant from Baumgardt Family Foundation Inc?
The 2024 filing names James Baumgardt as the contact for applications. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Baumgardt Family Foundation Inc's EIN?
Baumgardt Family Foundation Inc's EIN (Employer Identification Number) is 35-2120072. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Baumgardt Family Foundation Inc funds
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Cite this profile
Grantable. (2026). Baumgardt Family Foundation Inc funder profile. GrantGraph. Retrieved October 22, 2026, from https://grantable.co/funders/baumgardt-family-foundation-inc-morg_02429557332341de9208f1c0966769f4
BibTeX
@misc{grantable_352120072_2026,
author = {{Grantable}},
title = {{Baumgardt Family Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/baumgardt-family-foundation-inc-morg_02429557332341de9208f1c0966769f4},
note = {Accessed 2026-10-22. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Baumgardt Family Foundation Inc'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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