Nonprofit · EIN 88-0439595
BAUMANN FOUNDATION
Tax-exempt · SUN LAKES, AZ 85248
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $95,936 | $71,517 | $24,419 | $910,638 | $0 | $910,638 |
| June 30, 2025 | 990-PF | $85,351 | $63,394 | $21,957 | $886,219 | $0 | $886,219 |
| June 30, 2024 | 990-PF | $51,632 | $112,979 | -$61,347 | $948,062 | $83,800 | $864,262 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $40,674
- Interest
- $483
- Net gain from sales of assets
- $54,779
Expenses
- Grants and similar amounts paid
- $57,000
- Disbursements for charitable purposes
- $57,000
- Excise tax on investment income
- $583
Balance sheet and other
- Total assets, start of year
- $886,219
- Total assets, end of year
- $910,638
- Total liabilities, end of year
- $0
- Net assets, end of year
- $910,638
- Fair market value of assets
- $1,402,094
- Qualifying distributions
- $57,000
- Net investment income
- $51,085
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEF BAUMANN 10616 E MICHIGAN AVE, SUN LAKES, AZ 85248 | DIRECTOR | 0 | $0 |
990-PF for the year ended June 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEF BAUMANN 10616 E MICHIGAN AVE, SUN LAKES, AZ 85248 | DIRECTOR | 0 | $0 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEF BAUMANN 10616 E MICHIGAN AVE, SUN LAKES, AZ 85248 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 10616 E MICHIGAN AVE, SUN LAKES, AZ 85248-8806
- In care of
- % JOSEF BAUMANN
- Signed the 990-PF
- JOSEF BAUMANN, DIRECTOR
- Phone
- (602) 470-8421
- Return prepared by
- O'MALLEY & BERBERICH CPAS PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 88-0439595
- 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
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $886,219
- Income (IRS master file)
- $208,272
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $95,936 | $71,517 | $910,638 | XML |
| 990-PF | June 2025 | $85,351 | $63,394 | $886,219 | XML |
| 990-PF | June 2024 | $51,632 | $112,979 | $948,062 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about BAUMANN FOUNDATION
- What is the EIN of BAUMANN FOUNDATION?
- The employer identification number (EIN) of BAUMANN FOUNDATION is 88-0439595.
- Is BAUMANN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to BAUMANN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BAUMANN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BAUMANN FOUNDATION due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BAUMANN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of BAUMANN FOUNDATION?
- The 990-PF for the year ended June 30, 2026 lists 1 person; 0 received compensation from the organization.
- How much revenue does BAUMANN FOUNDATION have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $95,936, expenses of $71,517 and total assets of $910,638 at year end.
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- ENDOCRINE NURSES SOCIETY EIN 94-3193255 · last filed 990-EZ for 2026
- SUN LAKES POSSE EIN 86-0586980 · last filed 990 for 2024
- SUN LAKES ACBL DUPLICATE BRIDGE CLUB EIN 86-0838381 · last filed 990-EZ for 2025
- SUN LAKES COMMUNITY THEATRE INC EIN 86-1004506 · last filed 990-N for 2025
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