Baumgardt Family Foundation Inc
Baumgardt Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ZIONSVILLE, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $523K in total assets. In 2024, it awarded 16 grants totaling $80K. Net investment income was $40K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$523K
+2.2% YoY
Annual Giving
$80K
+139.1% YoY
Grant Count
16
-15.8% YoY
Avg Grant Size
$5K
+184.0% YoY
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.
About Baumgardt Family Foundation Inc
Based on IRS filings
Baumgardt Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ZIONSVILLE, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $523K in total assets. In 2024, it awarded 16 grants totaling $80K. Net investment income was $40K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $522,828 | $511,700 | $487,864 |
| Revenue | $77,071 | $9,827 | $41,590 |
| Expenses | $85,215 | $39,802 | $41,712 |
| Qualifying Distributions | $79,600 | $33,285 | $37,433 |
| Net Investment Income | $40,201 | $10,187 | $13,977 |
| Distributable Amount | $25,837 | $24,479 | $24,428 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
121 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Rose Hulman Inst of Technology ($60,000), Greater Historic Traders Point ($9,800), The Learning Alliance Foundation ($3,300).
| Recipient | Purpose | Amount |
|---|---|---|
| DISABLED AMERICAN VETERANS GREENWOOD, IN | CHARITABLE | $50 |
| FLANNER HOUSE INDIANAPOLIS, IN | CHARITABLE | $1,000 |
| IRONDOG K9 INTERNATIONAL MCDONOUGH, GA | CHARITABLE | $50 |
| CHRIST CHURCH OF VERO BEACH VERO BEACH, FL | CHARITABLE | $500 |
| PROJECT K9 HERO CHATTANOOGA, TN | CHARITABLE | $50 |
| BOONE COUNTY RIDE TO LIFE LEBANON, IN | CHARITABLE | $100 |
| ROSE HULMAN INST OF TECHNOLOGY TERRE HAUTE, IN | CHARITABLE | $60,000 |
| SEMPER K9 ASSISTANCE DOGS QUANTICO, VA | CHARITABLE | $50 |
| GREATER HISTORIC TRADERS POINT ZIONSVILLE, IN | CHARITABLE | $9,800 |
| DISABLED VETERNS NAT'L FOUNDATION LANHAM, MD | CHARITABLE | $50 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES R BAUMGARDT | DIRECTOR | 1 | — |
| SHARON E BAUMGARDT | DIRECTOR | 1 | — |
| JAMES M CORNELIUS | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Baumgardt Family Foundation Inc?
Baumgardt Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ZIONSVILLE, IN. It holds $523K in total assets as of 2024.
How large is Baumgardt Family Foundation Inc?
As of 2024, Baumgardt Family Foundation Inc holds $523K in total assets with $77K in annual revenue. It awarded 16 grants totaling $80K in 2024.
Where does Baumgardt Family Foundation Inc operate?
Baumgardt Family Foundation Inc has awarded grants in Alabama, California, Florida, Georgia, Iowa, Illinois, Indiana, Maryland, Tennessee, Texas, Virginia.
What size grants does Baumgardt Family Foundation Inc award?
In 2024, Baumgardt Family Foundation Inc awarded 16 grants totaling $80K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Baumgardt Family Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Baumgardt Family Foundation Inc reported a distributable amount of $26K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Baumgardt Family Foundation Inc's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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