Rick and Helga Bauerly Foundation
Rick and Helga Bauerly Foundation is a private foundation based in Wilmington, Delaware. Its 2024 filing reports 60 grants totaling $138,000, with most grant dollars going to Minnesota recipients.
Rick and Helga Bauerly Foundation at a glance
In short: Rick and Helga Bauerly Foundation gave $138K across 60 grants in 2024 (avg $2K), mostly in Minnesota. 11% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $138,000
- +56.3% vs 2023
- Grants made (2024)
- 60
- +0.0% vs 2023
- Average grant
- $2,300
- +56.3% vs 2023
- Median grant
- $1,500
- Total assets
- $4,511,550
- +40.5% vs 2023
- New grantees (estimate)
- 11% first-time grantees (6 of 53, 2024)
- Primary geography
- Minnesota (89% 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 Rick and Helga Bauerly Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377
Phone: (800) 839-1754
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Rick and Helga Bauerly Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Centracare Health Foundation ($20K). Together the top 10 received $68K.
Grant Size Distribution
228 grants across all recorded years
The most common grant size was under $50K: 228 grants of 228 (100%).
Geographic Focus
Where this funder awards grants
In 2024, Minnesota recipients received 89% of the foundation’s grant dollars. Recipients in Massachusetts and Washington each received 4%, while Tennessee recipients received 2% and Maryland recipients 1%. The listed grants include multiple organizations in and around St. Cloud, Minnesota.
Grant Distribution by State
Share of 2024 grant dollars across all 60 itemized grants.
Cities
Is Rick and Helga Bauerly Foundation open to new grantees?
11%
first-time grantees, 2024
In 2024, 6 of 53 grantees (11%) were first-time recipients. First grants averaged $2K; repeat grants $3K. How we count
Medians: $1K first-time, $3K repeat.
- 89% of 2024 grantees were also funded in 2023. Method
- Giving grew 113% from 2021 to 2024. Method
- In 2024 it paid out 60% 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 (2021–2024). 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 2021 to 2024, annual grant giving ranged from $65K (2021) to $138K (2024). In 2024 it made 60 grants totaling $138K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Centracare Health Foundation Saint Cloud, MN | The University of Minnesota Medical School CentraCare Regional Campus St. Cloud | $20,000 |
| United Way of Central Minnesota Saint Cloud, MN | General & Unrestricted | $10,000 |
| Anna Maries Alliance Saint Cloud, MN | Anna Marie's Building Expansion fund | $5,000 |
| Big Brothers-Big Sisters of Central Minnesota Inc Saint Cloud, MN | General & Unrestricted | $5,000 |
| Nature Conservancy Minneapolis, MN | The Nature Conservancy's Minnesota Million Project | $5,000 |
| Vines Foundation Seattle, WA | General & Unrestricted | $5,000 |
| Boys & Girls Clubs of Central Minnesota Saint Cloud, MN | General & Unrestricted | $2,500 |
| College of St Benedict Business Off Saint Joseph, MN | General & Unrestricted | $2,500 |
| Communitygiving Saint Cloud, MN | General & Unrestricted | $2,500 |
| Communitygiving Saint Cloud, MN | Women's Fund | $2,500 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $4,511,550 | $1,521,434 | $221,823 | $138,000 | 60 | $155,797 | $166,077 | $260,486 |
| 2023 | $3,211,939 | $1,322,189 | $155,895 | $88,300 | 60 | $102,081 | $84,175 | $187,062 |
| 2022 | $2,045,645 | $863,082 | $115,014 | $102,200 | 56 | $113,950 | $43,617 | $114,504 |
| 2021 | $1,297,577 | $747,557 | $77,805 | $64,700 | 52 | $74,531 | $33,683 | $78,088 |
| 2020 | $627,825 | $368,874 | $17,733 | — | — | — | $14,080 | $28,411 |
Under IRS private-foundation payout rules, Rick and Helga Bauerly Foundation reported a distributable amount of $260K 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 include support for organizations working in health, human services, youth development, arts, education, conservation, and community programs. For example, Anna Marie’s Alliance describes its work as providing education, intervention, and advocacy for people affected by relationship abuse. Great River Educational Arts Theatre says it brings the community together through shared theatre experiences and seeks to expand access to the arts in Central Minnesota. Boys & Girls Clubs of Central Minnesota describes programs that promote young people’s development through education, arts, sports, and recreation.
Grantmaking
In 2024, the foundation awarded 60 grants totaling $138,000. Grants ranged from $250 to $20,000, with a median grant of $1,500.
The largest reported grant was $20,000 to CentraCare Health Foundation for the University of Minnesota Medical School CentraCare Regional Campus St. Cloud. Other notable grants included $10,000 to United Way of Central Minnesota for general and unrestricted purposes; $5,000 each to Anna Marie’s Alliance for its building expansion fund, Big Brothers-Big Sisters of Central Minnesota for general and unrestricted purposes, the Nature Conservancy for its Minnesota Million Project, and Vines Foundation for general and unrestricted purposes. The foundation also awarded $2,500 to Great River Educational Arts Theatre for general and unrestricted purposes.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Helga Bauerly as director and vice president. Richard L. Bauerly is listed as director, president, secretary, and treasurer.
Rick and Helga Bauerly Foundation is led by Richard L Bauerly, Director, President, Secretary & Treasurer on every filing since 2020; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Richard L Bauerly
Director, President, Secretary & Treasurer
On filings since 2020
1 hr/week
No compensation reported
Helga Bauerly
Director & Vice President
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 Rick and Helga Bauerly Foundation
How much does Rick and Helga Bauerly Foundation give each year?
Rick and Helga Bauerly Foundation gave $138K across 60 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $88K across 60 grants.
What is Rick and Helga Bauerly Foundation's typical grant size?
Rick and Helga Bauerly Foundation's median grant in 2024 was $1,500, and its average grant was $2,300, across 60 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Rick and Helga Bauerly Foundation that year got $2K on average.
Where does Rick and Helga Bauerly Foundation give grants?
Rick and Helga Bauerly Foundation gives mostly in Minnesota: 89% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Saint Cloud, MN (27 grants), Waite Park, MN (4 grants), Saint Paul, MN (3 grants) and Foley, MN (3 grants).
Does Rick and Helga Bauerly Foundation give general operating support?
Yes: 85% of Rick and Helga Bauerly Foundation's 2024 grants with a stated purpose (51 of 60) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Rick and Helga Bauerly Foundation's largest grantees?
Rick and Helga Bauerly Foundation's largest 2024 grantees include Centracare Health Foundation ($20,000), United Way of Central Minnesota ($10,000) and Anna Maries Alliance ($6,500 across 2 grants), according to its 2024 IRS Form 990-PF. Together they received 26% of its itemized 2024 grant dollars.
How large is Rick and Helga Bauerly Foundation?
Rick and Helga Bauerly Foundation reported $4.5M in total assets on its 2024 IRS Form 990-PF. It paid out $156K in qualifying distributions that year, against a required minimum of $260K (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 Rick and Helga Bauerly Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants include support for organizations working in health, human services, youth development, arts, education, conservation, and community programs. See mission & focus areas ↑
How do I apply for a grant from Rick and Helga Bauerly Foundation?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Rick and Helga Bauerly Foundation's EIN?
Rick and Helga Bauerly Foundation's EIN (Employer Identification Number) is 84-3082005. IRS Form 990 filing data is available on this page for 2020–2024.
Does Rick and Helga Bauerly Foundation 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
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Rick and Helga Bauerly Foundation funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/rick-and-helga-bauerly-foundation-morg_b021ebf2df7e4537b088aa4e846ad00e
BibTeX
@misc{grantable_843082005_2026,
author = {{Grantable}},
title = {{Rick and Helga Bauerly Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/rick-and-helga-bauerly-foundation-morg_b021ebf2df7e4537b088aa4e846ad00e},
note = {Accessed 2026-10-12. 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 Rick and Helga Bauerly 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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