Nonprofit · EIN 22-6784245
ROBERT J BAUER FAMILY FOUNDATION
Also known as VELLA SHIRLEY M EX
Tax-exempt · ST AUGUSTINE, FL 32085
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $3,853,676 | $1,708,470 | $2,145,206 | $19,241,551 | $0 | $19,241,551 |
| October 31, 2024 | 990-PF | $2,151,816 | $908,777 | $1,243,039 | $17,096,345 | $0 | $17,096,345 |
| October 31, 2023 | 990-PF | $2,509,819 | $903,049 | $1,606,770 | $15,853,306 | $0 | $15,853,306 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $2,151,450
- Dividends
- $704,470
- Interest
- $89,217
- Net gain from sales of assets
- $695,109
- Other income
- $213,430
Expenses
- Grants and similar amounts paid
- $1,575,000
- Disbursements for charitable purposes
- $1,576,365
- Excise tax on investment income
- $22,039
Balance sheet and other
- Total assets, start of year
- $17,096,345
- Total assets, end of year
- $19,241,551
- Total liabilities, end of year
- $0
- Net assets, end of year
- $19,241,551
- Fair market value of assets
- $24,830,323
- Qualifying distributions
- $1,576,365
- Net investment income
- $1,702,226
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE W BAUER 1450 CRESCENT LAKE DRIVE, WINDEMERE, FL 34786 | TRUSTEE | 0.5 | $0 |
| NANCY BAUER HOWELL 211 LAKE AVENUE, TRUMBULL, CT 06611 | TRUSTEE | 0.5 | $0 |
| RICHARD N BAUER 30 ROOSEVELT DRIVE, WOLCOTT, CT 06716 | TRUSTEE | 0.5 | $0 |
| KIMBERLY B HOWELL 1006 10TH STREET, BOULDER, CO 80302 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended October 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE W BAUER 1450 CRESCENT LAKE DRIVE, WINDEMERE, FL 34786 | TRUSTEE | 0.5 | $0 |
| NANCY BAUER HOWELL 211 LAKE AVENUE, TRUMBULL, CT 06611 | TRUSTEE | 0.5 | $0 |
| RICHARD N BAUER 30 ROOSEVELT DRIVE, WOLCOTT, CT 06716 | TRUSTEE | 0.5 | $0 |
| KIMBERLY B HOWELL 1006 10TH STREET, BOULDER, CO 80302 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended October 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE W BAUER 1450 CRESCENT LAKE DRIVE, WINDEMERE, FL 34786 | TRUSTEE | 0.5 | $0 |
| NANCY BAUER HOWELL 211 LAKE AVENUE, TRUMBULL, CT 06611 | TRUSTEE | 0.5 | $0 |
| RICHARD N BAUER 30 ROOSEVELT DRIVE, WOLCOTT, CT 06716 | TRUSTEE | 0.5 | $0 |
| KIMBERLY B HOWELL 1006 10TH STREET, BOULDER, CO 80302 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 168, ST AUGUSTINE, FL 32085-0168
- In care of
- % SHIRLEY VELLA
- Signed the 990-PF
- RICHARD N BAUER, TRUSTEE
- Phone
- (732) 837-8347
- Return prepared by
- COWAN GUNTESKI & CO PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 22-6784245
- 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
- 2000
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $19,241,551
- Income (IRS master file)
- $5,473,676
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $3,853,676 | $1,708,470 | $19,241,551 | XML |
| 990-PF | October 2024 | $2,151,816 | $908,777 | $17,096,345 | XML |
| 990-PF | October 2023 | $2,509,819 | $903,049 | $15,853,306 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | IRS |
| 990-PF | October 2018 | – | – | – | 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 22-6784245).
Questions about ROBERT J BAUER FAMILY FOUNDATION
- What is the EIN of ROBERT J BAUER FAMILY FOUNDATION?
- The employer identification number (EIN) of ROBERT J BAUER FAMILY FOUNDATION is 22-6784245.
- Is ROBERT J BAUER FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to ROBERT J BAUER FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT J BAUER FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT J BAUER FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT J BAUER FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of ROBERT J BAUER FAMILY FOUNDATION?
- The 990-PF for the year ended October 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does ROBERT J BAUER FAMILY FOUNDATION have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $3,853,676, expenses of $1,708,470 and total assets of $19,241,551 at year end.
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