2025-09-09T11:48:35-04:00 2025-06-30 861026908 O'MALLEY & BERBERICH CPAS PC 8535 E HARTFORD DR STE 108 SCOTTSDALE AZ 85255 990PF 2024-07-01 880439595 BAUMANN FOUNDATION BAUM 6024708421 10616 E MICHIGAN AVE SUN LAKES AZ 852488806 JOSEF BAUMANN DIRECTOR 6024708421 2025-09-02 true true JENNIFER K BERBERICHCPA P01070557 4807781751 2025-09-02 2024 2025-03-06 01:10:19Z X 1160199 X X 46 46 38685 34502 46620 169541 9584 85351 44132 4100 8905 8905 374 15 13394 8905 0 50000 50000 63394 8905 50000 21957 35227 20295 20295 947562 865491 1139471 1841 1841 500 433 433 948062 886219 1160199 83800 83800 0 X 864262 886219 864262 886219 948062 886219 864262 21957 886219 886219 9584 490 490 490 433 433 X 57 false false false false false false true true AZ true false false false false true N/A O'MALLEY & BERBERICH CPAS PC 4807781751 8535 E HARTFORD DR STE 108 SCOTTSDALE AZ 85255 false false false false false false false false false false false false false false false false false false false false false false JOSEF BAUMANN 10616 E MICHIGAN AVE SUN LAKES AZ 85248 DIRECTOR 000.00 0 0 0 NONE NONE PROGRAMS THAT ASSIST DISADVANTAGED YOUTHS AND SINGLE MOTHERS. THE NATURE OF THE DISADVANTAGE MAY BE ECONOMIC, MENTAL, PHYSICAL OR CULTURAL. 50000 N/A 1139670 25628 0 1165298 1165298 17479 1147819 57391 57391 490 490 56901 56901 56901 50000 50000 56901 1371 2437 44268 48076 50000 50000 6901 6901 41175 0 41175 41175 X KARIN HERRMANN 10616 E MICHIGAN AVE SUN LAKES AZ 85248 4808838402 JOSEF_BAUMANN@HOTMAIL.COM THERE IS NO PREFERRED APPLICATION. GRANT REQUESTS SHOULD BE WRITTEN AND MUST DESCRIBE THE NATURE OF THE DISADVANTAGE (ECONOMIC, MENTAL, PHYSICAL OR CULTURAL) AND WHETHER IT PERTAINS TO YOUTHS OR WOMEN. ANY MATERIALS THE APPLICANT FEELS ARE RELEVANT SHOULD BE INCLUDED. AN OUTLINE OF ACTIVITIES TO BE PERFORMED AND A PROPOSED BUDGET SHOWING USE OF REQUESTED FUNDS IS APPRECIATED. REQUESTS SHOULD BE MAILED TO THE FOUNDATION'S ADDRESS AS STATED ON PAGE 1. APPLICATIONS ARE ACCEPTED AT ANY TIME. NOTICE OF APPROVAL, REJECTION OR REQUESTS FOR ADDITIONAL INFO PREFERENCE IS GIVEN TO CHARITABLE ORGANIZATIONS. AWARDS ARE LIMITED TO PROGRAMS ASSISTING DISADVANTAGED YOUTHS AND WOMEN. THERE ARE NO RESTRICTIONS ON THE GRANT AMOUNT REQUESTED OR THE NUMBER OF YEARS AN ORGANIZATION CAN REQUEST A GRANT. GRANTS ARE AWARDED BASED ON AVAILABLE FUNDS AND THE SOLE DISCRETION OF JOSEF BAUMANN. INDEPENDENT MEDICAL ALLIANCE 2001 L ST NW STE 500 WASHINGTON DC 20036 HEALTHCARE PREVENTION & TREATMENT 50000 50000 46 38685 46620 85351 85351 false false false false false false false false false false O'MALLEY & BERBERICH CPAS P.C. 4100 CROWDSTRIKE HLDGS INC 2024-01 PURCHASE 2024-07 12593 10994 1599 GCG PARTNERS US QUALITY 2023-01 PURCHASE 2024-07 20000 12782 7218 ISHARES TR CYBERSECURITY 2023-01 PURCHASE 2024-07 9634 5045 4589 ISHARES TR MSCI USA QLT 2023-01 PURCHASE 2024-07 47989 28685 19304 NEUBERGER BERMAN LARGE CAP 2023-01 PURCHASE 2024-07 20000 17702 2298 BLUEROCK TOTAL INC + REAL ESTATE 2023-01 PURCHASE 2024-08 8040 10557 -2517 AVANTIS US SMALL CAP VALUE 2023-01 PURCHASE 2025-04 8362 7310 1052 ISHARES TR S&P SMALL CAP GROWTH 2023-01 PURCHASE 2025-04 12210 10577 1633 ISHARES TR CYBERSECURITY 2023-01 PURCHASE 2025-04 4965 2485 2480 ISHARES TR CYBERSECURITY 2023-01 PURCHASE 2025-04 9785 4896 4889 BLUEROCK TOTAL INC + REAL ESTATE 2023-01 PURCHASE 2025-05 6379 8452 -2073 TAX COSTS ADJUSTMENTS 2023-01 PURCHASE 2025-06 3436 -3436 GQG PARTNERS US QUALITY AT COST 84969 120466 BLUEROCK TOTAL INC + REAL ESTATE AT COST 33592 25011 CLIFFWATER ENHANCED LENDING FUND AT COST 43934 48377 GOLDMAN SACH GQG PARTNERS INTL AT COST 72191 116131 NEUBERGER LARGE CAP VALUE AT COST 108266 127821 CLIFFWATER CORPORATE LENDING FUND AT COST 93311 101932 GOLDMAN SACHS DYNAM MUNI INCOME AT COST 49584 50806 PIMCO INCOME FUND INSTITUTIONAL AT COST 29944 31384 PIMCO HIGH YIELS MUNI BD AT COST 51220 51983 PIMCO MORTGAGE OPPOR AND BOND FUND AT COST 5525 5491 PIMCO PREFERRED AND CAPITAL SEC AT COST 31107 32967 SEGALL BRYANT HAMILL PLUS BOND AT COST 11679 11757 AVANTIS US SMALL CAP VALUE ETF AT COST 72691 91647 ISHARES S&P 500 VALUE ETF AT COST 60092 88134 ISHARES MSCI EAFE ETF AT COST 20048 31465 ISHARES TR S&P SMALL CAP 600 GROWTH AT COST 19567 24612 ISHARES TR MSCI USA QLT AT COST ISHARES TR CYBERSECURITY AT COST 7456 15963 BUNGE GLOBAL AT COST 8535 7546 AMERICAN INTERNATIONAL GROUP AT COST 7051 9843 CROWDSTRIKE HLDGS INC AT COST FEDEX CORP AT COST 8452 12275 MERK & CO AT COST 8518 7283 MICROSOFT CORP AT COST 10121 21389 MICRON TECHNOLOGY AT COST 8020 17995 NVIDIA CORPORATION AT COST 4437 58456 SALESFORCE INC AT COST 7586 14180 VISA AT COST 7595 14557 1841 1841 PREPAID INCOME TAX 500 433 433 EXPENSES BANK FEES 15 TRADES IN TRANSIT 83800 INVESTMENT FEES - FIDELITY INVES 8905 8905 LICENSE 10 TAXES 364