Rick and Helga Bauerly Foundation
Rick and Helga Bauerly Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.5M in total assets. In 2024, it awarded 60 grants totaling $138K. Net investment income was $166K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.5M
+40.5% YoY
Annual Giving
$138K
+56.3% YoY
Grant Count
60
+0.0% YoY
Avg Grant Size
$2K
+56.3% YoY
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.
About Rick and Helga Bauerly Foundation
Based on IRS filings
Rick and Helga Bauerly Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.5M in total assets. In 2024, it awarded 60 grants totaling $138K. Net investment income was $166K.
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 | $4,511,550 | $3,211,939 | $2,045,645 |
| Revenue | $1,521,434 | $1,322,189 | $863,082 |
| Expenses | $221,823 | $155,895 | $115,014 |
| Qualifying Distributions | $155,797 | $102,081 | $113,950 |
| Net Investment Income | $166,077 | $84,175 | $43,617 |
| Distributable Amount | $260,486 | $187,062 | $114,504 |
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
200 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Centracare Health Foundation ($20,000), Anna Maries Alliance ($5,000), Big Brothers-big Sisters of Central Minnesota Inc ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ACTIVE CENTRAL MN WAITE PARK, MN | General & Unrestricted | $1,000 |
| AMERICAN NATIONAL RED CROSS MINNEAPOLIS, MN | General & Unrestricted | $1,000 |
| ANNA MARIES ALLIANCE SAINT CLOUD, MN | General & Unrestricted | $1,500 |
| 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 |
| BOY SCOUTS OF AMERICA SARTELL, MN | General & Unrestricted | $1,000 |
| BOYS & GIRLS CLUBS OF CENTRAL MINNESOTA SAINT CLOUD, MN | General & Unrestricted | $2,500 |
| CATHEDRAL HIGH SCHOOL SAINT CLOUD, MN | Senior All Night Party fund | $250 |
| CATHEDRAL HIGH SCHOOL SAINT CLOUD, MN | General & Unrestricted | $1,000 |
| CATHOLIC CHARITIES OF THE DIOCESE OF ST CLOUD SAINT CLOUD, MN | General & Unrestricted | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Helga Bauerly | Dir, VP | 1 | — |
| Richard L Bauerly | Dir, Pres, Sec, Treas | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Rick and Helga Bauerly Foundation?
Rick and Helga Bauerly Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. It holds $4.5M in total assets as of 2024.
How large is Rick and Helga Bauerly Foundation?
As of 2024, Rick and Helga Bauerly Foundation holds $4.5M in total assets with $1.5M in annual revenue. It awarded 60 grants totaling $138K in 2024.
Where does Rick and Helga Bauerly Foundation operate?
Rick and Helga Bauerly Foundation has awarded grants in Massachusetts, Maryland, Minnesota, North Carolina, New York, Tennessee, Washington.
What size grants does Rick and Helga Bauerly Foundation award?
In 2024, Rick and Helga Bauerly Foundation awarded 60 grants totaling $138K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Rick and Helga Bauerly Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Rick and Helga Bauerly Foundation reported a distributable amount of $260K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Rick and Helga Bauerly Foundation'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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