Carol and Richard Bayerlein Fdn Ltd
Carol and Richard Bayerlein Fdn Ltd is a private foundation based in Oconomowoc, Wisconsin. In its 2025 filing, it reported $13,000 in grants to 12 charitable organizations, including organizations working in education, health, housing, culture, and community services.
Carol and Richard Bayerlein Fdn Ltd at a glance
In short: Carol and Richard Bayerlein Fdn Ltd gave $13K across 12 grants in 2025 (avg $1K), mostly in Wisconsin. 33% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $13,000
- +33.3% vs 2024
- Grants made (2025)
- 12
- +50.0% vs 2024
- Average grant
- $1,083
- -11.1% vs 2024
- Median grant
- $750
- Total assets
- $321,720
- -4.6% vs 2024
- New grantees (estimate)
- 33% first-time grantees (4 of 12, 2025; small sample)
- Primary geography
- Wisconsin (77% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Carol and Richard Bayerlein Fdn Ltd
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 34675 Bartlett Rd, Oconomowoc, WI 53066
Phone: (262) 548-6239
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Carol and Richard Bayerlein Fdn Ltd funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Moss Universal Park ($3K). Together the top 10 received $12K.
Grant Size Distribution
71 grants across all recorded years
The most common grant size was under $50K: 71 grants of 71 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 77% of grant dollars went to recipients in Wisconsin. The remaining shares were Florida, 8%; Tennessee, 8%; Maryland, 4%; and Texas, 4%.
Grant Distribution by State
Share of 2025 grant dollars across all 12 itemized grants.
Cities
Is Carol and Richard Bayerlein Fdn Ltd open to new grantees?
33%
first-time grantees, 2025
In 2025, 4 of 12 grantees (33%) were first-time recipients. With only 12 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $1K; repeat grants $1K. How we count
Medians: $500 first-time, $1K repeat.
- 50% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−7%). Method
- In 2025 it paid out 78% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). 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 2025, annual grant giving ranged from $10K (2024) to $20K (2021). In 2025 it made 12 grants totaling $13K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Moss Universal Park Wauwatosa, WI | Charitable | $3,000 |
| Fox River Christian Church Waukesha, WI | Charitable | $2,500 |
| Milwaukee Public Museum Milwaukee, WI | Charitable | $1,500 |
| Brookfield Academy Brookfield, WI | Charitable | $1,000 |
| Parkinson's Foundation Miami, FL | Charitable | $1,000 |
| St Judes Hospital Memphis, TN | Charitable | $1,000 |
| Habitat for Humanity Milwaukee, WI | Charitable | $500 |
| Little Things Matter Rockville, MD | Charitable | $500 |
| MD Anderson Cancer Center Houston, TX | Charitable | $500 |
| Milwaukee Zoological Society Milwaukee, WI | Charitable | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $321,720 | $4,030 | $19,690 | $13,000 | 12 | $13,000 | $5,198 | $16,645 |
| 2024 | $337,380 | $15,889 | $11,848 | $9,750 | 8 | $9,750 | $13,964 | $15,589 |
| 2023 | $333,339 | $13,379 | $17,608 | $15,250 | 19 | $15,250 | $11,464 | $15,414 |
| 2022 | $337,568 | $33,440 | $17,690 | $14,000 | 13 | $14,000 | $29,750 | $17,640 |
| 2021 | $321,818 | $24,688 | $21,915 | $20,000 | 19 | $20,000 | $22,773 | $19,949 |
| 2020 | $324,830 | $15,735 | $11,852 | $11,575 | 17 | — | $15,681 | $17,242 |
Under IRS private-foundation payout rules, Carol and Richard Bayerlein Fdn Ltd reported a distributable amount of $17K for 2025 — 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 2025 grants went to organizations including museums, a school, churches, hospitals, and organizations addressing housing and other charitable needs.
The Milwaukee Public Museum describes its mission as inspiring curiosity and helping preserve and protect natural and cultural diversity through exhibitions, educational programs, collections, and research. Habitat for Humanity describes its work as building and repairing housing for families in need. Rogers Memorial Hospital describes its vision as helping people rise above mental illness, addiction, and stigma to lead healthy lives.
Grantmaking
In 2025, the foundation made 12 grants totaling $13,000. Grants ranged from $500 to $3,000, with a median grant of $750. Its largest awards were $3,000 to Moss Universal Park in Wauwatosa, Wisconsin; $2,500 to Fox River Christian Church in Waukesha, Wisconsin; and $1,500 to the Milwaukee Public Museum in Milwaukee, Wisconsin. Other grants included $1,000 each to Brookfield Academy, Parkinson’s Foundation, and St. Jude’s Hospital, and $500 each to Habitat for Humanity, Little Things Matter, MD Anderson Cancer Center, Milwaukee Zoological Society, Rogers Memorial Hospital, and The Gathering.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Carol C Bayerlein, Steven R Bayerlein, Douglas G Bayerlein, and Beth Peterson as officers.
Carol and Richard Bayerlein Fdn Ltd's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Carol C. Bayerlein
Officer
On filings since 2020
2 hrs/week
No compensation reported
Douglas G. Bayerlein
Officer
On filings since 2020
1 hr/week
No compensation reported
Steven R. Bayerlein
Officer
On filings since 2020
1 hr/week
No compensation reported
Beth Peterson
Officer
On filings since 2024
1 hr/week
No compensation reported
Former officers (3)
- Former: Beth Wilson (2020–2023) — Officer
- Former: Richard E. Bayerlein Dec (2021) — Officer
- Former: Richard E. Bayerlein (2020) — Officer
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 Carol and Richard Bayerlein Fdn Ltd
How much does Carol and Richard Bayerlein Fdn Ltd give each year?
Carol and Richard Bayerlein Fdn Ltd gave $13K across 12 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $10K across 8 grants.
What is Carol and Richard Bayerlein Fdn Ltd's typical grant size?
Carol and Richard Bayerlein Fdn Ltd's median grant in 2025 was $750, and its average grant was $1,083, across 12 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Carol and Richard Bayerlein Fdn Ltd that year got $1K on average.
Where does Carol and Richard Bayerlein Fdn Ltd give grants?
Carol and Richard Bayerlein Fdn Ltd gives mostly in Wisconsin: 77% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Florida (8%) and Tennessee (8%). The most frequent recipient cities were Milwaukee, WI (4 grants).
Does Carol and Richard Bayerlein Fdn Ltd give general operating support?
Not in 2025: none of the 12 grants with a stated purpose on Carol and Richard Bayerlein Fdn Ltd's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (12 grants).
Who are Carol and Richard Bayerlein Fdn Ltd's largest grantees?
Carol and Richard Bayerlein Fdn Ltd's largest 2025 grantees include Moss Universal Park ($3,000), Fox River Christian Church ($2,500) and Milwaukee Public Museum ($1,500), according to its 2025 IRS Form 990-PF. Together they received 54% of its itemized 2025 grant dollars.
How large is Carol and Richard Bayerlein Fdn Ltd?
Carol and Richard Bayerlein Fdn Ltd reported $322K in total assets on its 2025 IRS Form 990-PF. It paid out $13K in qualifying distributions that year, against a required minimum of $17K (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.
What does Carol and Richard Bayerlein Fdn Ltd fund?
No mission statement for the foundation is provided. Its 2025 grants went to organizations including museums, a school, churches, hospitals, and organizations addressing housing and other charitable needs. See mission & focus areas ↑
How do I apply for a grant from Carol and Richard Bayerlein Fdn Ltd?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Carol and Richard Bayerlein Fdn Ltd's EIN?
Carol and Richard Bayerlein Fdn Ltd's EIN (Employer Identification Number) is 39-1975173. IRS Form 990 filing data is available on this page for 2020–2025.
Does Carol and Richard Bayerlein Fdn Ltd accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 1, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 20, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 28, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Carol and Richard Bayerlein Fdn Ltd funds
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