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Nonprofit · EIN 31-1535223

ROBERT P & PATRICIA J BAUMAN FAMILY FOUNDATION INC

Tax-exempt · STUART, FL 34996

Financials

$943K$1.7M2023$8.5M$1.8M2024
Revenue Expenses · by fiscal year end
Financials of ROBERT P & PATRICIA J BAUMAN FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$8,548,212$1,816,522$6,731,690$15,060,217$0$15,060,217
December 31, 2023990-PF$942,650$1,745,832-$803,182$7,961,189$0$7,961,189
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$491,368
Interest
$19,928
Net gain from sales of assets
$8,036,913
Other income
$3

Expenses

Grants and similar amounts paid
$1,382,000
Compensation of officers, directors and key employees
$320,000
Disbursements for charitable purposes
$1,382,285
Excise tax on investment income
$117,232

Balance sheet and other

Total assets, start of year
$7,961,189
Total assets, end of year
$15,060,217
Total liabilities, end of year
$0
Net assets, end of year
$15,060,217
Fair market value of assets
$29,067,112
Qualifying distributions
$1,382,285
Net investment income
$8,548,212

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
JOHN BAUMAN
6720 SE HARBOR CIRCLE, STUART, FL 34996
DIRECTOR0$160,000
ELIZABETH H BAUMAN
6 DOLLOFF FARM ROAD, EXETER, NH 03833
DIRECTOR0$160,000
ROBERT BAUMAN
6720 SE HARBOR CIRCLE, STUART, FL 34996
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JOHN BAUMAN
6720 SE HARBOR CIRCLE, STUART, FL 34996
DIRECTOR8$130,000
ELIZABETH H BAUMAN
6 DOLLOFF FARM ROAD, EXETER, NH 03833
DIRECTOR8$130,000
ROBERT BAUMAN
6720 SE HARBOR CIRCLE, STUART, FL 34996
DIRECTOR4$0

Address and contacts

Address (IRS master file)
6720 SE HARBOR CIR, STUART, FL 34996-1963
In care of
% JOHN N BAUMAN
Signed the 990-PF
JOHN BAUMAN, DIRECTOR
Phone
(772) 225-0403
Return prepared by
HOFFMAN MULLIGAN CPAS 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
31-1535223
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
1997
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$15,060,217
Income (IRS master file)
$12,017,106

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$8,548,212$1,816,522$15,060,217XML
990-PFDecember 2023$942,650$1,745,832$7,961,189XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 31-1535223).

Questions about ROBERT P & PATRICIA J BAUMAN FAMILY FOUNDATION INC

What is the EIN of ROBERT P & PATRICIA J BAUMAN FAMILY FOUNDATION INC?
The employer identification number (EIN) of ROBERT P & PATRICIA J BAUMAN FAMILY FOUNDATION INC is 31-1535223.
Is ROBERT P & PATRICIA J BAUMAN FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to ROBERT P & PATRICIA J BAUMAN FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROBERT P & PATRICIA J BAUMAN FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT P & PATRICIA J BAUMAN FAMILY FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROBERT P & PATRICIA J BAUMAN FAMILY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of ROBERT P & PATRICIA J BAUMAN FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 3 people; 2 received compensation from the organization, the highest $160,000 (JOHN BAUMAN, DIRECTOR).
How much revenue does ROBERT P & PATRICIA J BAUMAN FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $8,548,212, expenses of $1,816,522 and total assets of $15,060,217 at year end.

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