Baumgardt Family Foundation Inc

ZIONSVILLE, IN EIN: 35-2120072

Financial Overview

From 2024 IRS Form 990-PF

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

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$23K$47K$70K$94K20202021202220232024
Metric202420232022
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

$0$20K$40K$60K$80K27 grants202032 grants202127 grants202219 grants202316 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ROSE HULMAN INST OF TECH…$60KGREATER HISTORIC TRADERS…$10KTHE LEARNING ALLIANCE FO…$3KADVENT EVANGELICAL LUTHE…$2KEPILEPSY FOUNDATION IOWA$2KFLANNER HOUSE$1KTHE SOURCE$1KCHRIST CHURCH OF VERO BE…$500NSBA FOUNDATION$500BOONE COUNTY RIDE TO LIFE$100

Grant Size Distribution

121 grants across all recorded years

120<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Baumgardt Family Foundation Inc fund?

Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JAMES R BAUMGARDTDIRECTOR1
SHARON E BAUMGARDTDIRECTOR1
JAMES M CORNELIUSDIRECTOR1

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

11states
+3 more states

Cities

AthensAustinBattle GroundChattanoogaChicagoDallasDes MoinesDuluthFlorenceFranklinGreenwoodGurneeIndianapolisJeffersonvilleJupiterLanhamLebanonLexingtonMcdonoughMemphis

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

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