Nonprofit · EIN 13-7020953
THE BAUMANN FAMILY FOUNDATION
Also known as BAUMANN JAMES TTEE
Tax-exempt · NEW YORK, NY 10171
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,448,511 | $308,800 | $1,139,711 | $3,362,858 | $0 | $3,362,858 |
| December 31, 2024 | 990-PF | $105,637 | $348,380 | -$242,743 | $2,223,147 | $0 | $2,223,147 |
| December 31, 2023 | 990-PF | $280,409 | $384,238 | -$103,829 | $2,465,890 | $0 | $2,465,890 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $295,638
- Dividends
- $82,946
- Interest
- $3,639
- Net gain from sales of assets
- $1,066,288
Expenses
- Grants and similar amounts paid
- $282,050
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $286,470
- Excise tax on investment income
- $15,715
Balance sheet and other
- Total assets, start of year
- $2,223,147
- Total assets, end of year
- $3,362,858
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,362,858
- Fair market value of assets
- $5,635,605
- Qualifying distributions
- $286,470
- Net investment income
- $1,152,873
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES S BAUMANN C/O PERELSON WEINER 299 PARK AVE, 2ND FL, NEW YORK, NY 10171 | TRUSTEE | 2 | $0 |
| SUSAN BAUMANN C/O PERELSON WEINER 299 PARK AVE, 2ND FL, NEW YORK, NY 10171 | CONTROLLER | 2 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES S BAUMANN C/O PERELSON WEINER 299 PARK AVE, 2ND FL, NEW YORK, NY 10171 | TRUSTEE | 2 | $0 |
| SUSAN BAUMANN C/O PERELSON WEINER 299 PARK AVE, 2ND FL, NEW YORK, NY 10171 | CONTROLLER | 2 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES S BAUMANN C/O PERELSON WEINER 299 PARK AVE, 2ND FL, NEW YORK, NY 10171 | TRUSTEE | 2 | $0 |
| SUSAN BAUMANN C/O PERELSON WEINER 299 PARK AVE, 2ND FL, NEW YORK, NY 10171 | CONTROLLER | 2 | $0 |
Address and contacts
- Address (IRS master file)
- CO PW LLP-299 PARK AVE 2ND FL, NEW YORK, NY 10171-0000
- In care of
- % PW LLP
- Signed the 990-PF
- JAMES S BAUMANN, TRUSTEE
- Phone
- (212) 605-3100
- Website
- WWW.GUIDESTAR.COM
- Return prepared by
- PERELSON WEINER LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-7020953
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1993
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,362,858
- Income (IRS master file)
- $2,176,842
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,448,511 | $308,800 | $3,362,858 | IRS |
| 990-PF | December 2024 | $105,637 | $348,380 | $2,223,147 | IRS |
| 990-PF | December 2023 | $280,409 | $384,238 | $2,465,890 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-7020953).
Questions about THE BAUMANN FAMILY FOUNDATION
- What is the EIN of THE BAUMANN FAMILY FOUNDATION?
- The employer identification number (EIN) of THE BAUMANN FAMILY FOUNDATION is 13-7020953.
- Is THE BAUMANN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to THE BAUMANN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE BAUMANN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE BAUMANN FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE BAUMANN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE BAUMANN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does THE BAUMANN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,448,511, expenses of $308,800 and total assets of $3,362,858 at year end.
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