Robert J Bauer Family Foundation

Vella Shirley M Ex

St Augustine, FL
Tax-exempt since March 2000
EIN: 22-6784245

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$2.15M (2024)

Expenses

$909k (2024)

Total Assets

$17.1M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Oct.
2024

Revenue

$2,151,816

Expenses

$908,777

Net Income

$1,243,039

Net Assets

$17,096,345

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$830	0.0%
Dividends	$755,693	35.1%
Sales of Assets	$1,193,864	55.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$718,365	79.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,096,345
Total Liabilities	$0
Net Assets	$17,096,345

Compensation

Key Employees and Officers	Compensation	Other
George W Bauer (Trustee)	$0	$0
Nancy Bauer Howell (Trustee)	$0	$0
Richard N Bauer (Trustee)	$0	$0
Kimberly B Howell (Trustee)	$0	$0

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990-PF

Filed on March 17, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Oct.
2023

Revenue

$2,509,819

Expenses

$903,049

Net Income

$1,606,770

Net Assets

$15,853,306

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,627	0.1%
Dividends	$585,151	23.3%
Sales of Assets	$1,721,611	68.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$730,340	80.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,853,306
Total Liabilities	$0
Net Assets	$15,853,306

Compensation

Key Employees and Officers	Compensation	Other
George W Bauer (Trustee)	$0	$0
Nancy Bauer Howell (Trustee)	$0	$0
Richard N Bauer (Trustee)	$0	$0
Kimberly B Howell (Trustee)	$0	$0

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990-PF

Filed on March 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Oct.
2022

Revenue

$1,959,221

Expenses

$848,605

Net Income

$1,110,616

Net Assets

$14,246,536

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$496	0.0%
Dividends	$387,539	19.8%
Sales of Assets	$1,369,756	69.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$684,020	80.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,246,536
Total Liabilities	$0
Net Assets	$14,246,536

Compensation

Key Employees and Officers	Compensation	Other
George W Bauer (Trustee)	$0	$0
Nancy Bauer Howell (Trustee)	$0	$0
Richard N Bauer (Trustee)	$0	$0
Kimberly B Howell (Trustee)	$0	$0

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990-PF

Filed on March 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2021

Revenue

$2,355,110

Expenses

$740,831

Net Income

$1,614,279

Net Assets

$13,135,920

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$61	0.0%
Dividends	$334,931	14.2%
Sales of Assets	$1,818,688	77.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$653,998	88.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,135,920
Total Liabilities	$0
Net Assets	$13,135,920

Compensation

Key Employees and Officers	Compensation	Other
George W Bauer (Trustee)	$0	$0
Nancy Bauer Howell (Trustee)	$0	$0
Richard N Bauer (Trustee)	$0	$0
Kimberly B Howell (Trustee)	$0	$0

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990-PF

Filed on March 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Oct.
2020

Revenue

$777,944

Expenses

$879,719

Net Income

-$101,775

Net Assets

$11,521,640

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,003	0.3%
Dividends	$345,676	44.4%
Sales of Assets	$258,882	33.3%
Other Income	$840	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$784,000	89.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,521,641
Total Liabilities	$1
Net Assets	$11,521,640

Compensation

Key Employees and Officers	Compensation	Other
George W Bauer (Trustee)	$0	$0
Nancy Bauer Howell (Trustee)	$0	$0
Richard N Bauer (Trustee)	$0	$0
Kimberly B Howell (Trustee)	$0	$0

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990-PF

Filed on March 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2019

Revenue

$1,265,473

Expenses

$840,437

Net Income

$425,036

Net Assets

$11,905,986

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,811	0.5%
Dividends	$332,489	26.3%
Sales of Assets	$786,953	62.2%
Other Income	$7,829	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$733,257	87.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,905,987
Total Liabilities	$1
Net Assets	$11,905,986

Compensation

Key Employees and Officers	Compensation	Other
George W Bauer (Trustee)	$0	$0
Nancy Bauer Howell (Trustee)	$0	$0
Richard N Bauer (Trustee)	$0	$0
Kimberly B Howell (Trustee)	$0	$0

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990-PF

Filed on May 12, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Oct.
2018

Revenue

$825,382

Expenses

$822,361

Net Income

$3,021

Net Assets

$12,199,848

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,131	1.3%
Dividends	$248,132	30.1%
Sales of Assets	$433,728	52.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$730,958	88.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,199,848
Total Liabilities	$0
Net Assets	$12,199,848

Compensation

Key Employees and Officers	Compensation	Other
George W Bauer (Trustee)	$0	$0
Nancy Bauer Howell (Trustee)	$0	$0
Richard N Bauer (Trustee)	$0	$0
Kimberly B Howell (Trustee)	$0	$0

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990-PF

Filed on March 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2017

Revenue

$552,850

Expenses

$591,976

Net Income

-$39,126

Net Assets

$11,784,634

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,835	1.1%
Dividends	$209,110	37.8%
Sales of Assets	$203,607	36.8%
Other Income	$1,907	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$490,928	82.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,784,634
Total Liabilities	$0
Net Assets	$11,784,634

Compensation

Key Employees and Officers	Compensation	Other
George W Bauer (Trustee)	$0	$0
Nancy Bauer Howell (Trustee)	$0	$0
Richard N Bauer (Trustee)	$0	$0

990-PF

Filed on March 1, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Oct.
2016

Revenue

$437,738

Expenses

$322,864

Net Income

$114,874

Net Assets

$11,075,795

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$227	0.1%
Dividends	$170,823	39.0%
Sales of Assets	$105,042	24.0%
Other Income	$29,255	6.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$228,908	70.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,075,795
Total Liabilities	$0
Net Assets	$11,075,795

Compensation

Key Employees and Officers	Compensation	Other
George W Bauer (Trustee)	$0	$0
Nancy Bauer Howell (Trustee)	$0	$0
Richard N Bauer (Trustee)	$0	$0

990-PF

Filed on March 9, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2015

Revenue

$884,488

Expenses

$204,555

Net Income

$679,933

Net Assets

$11,038,530

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$201	0.0%
Dividends	$194,932	22.0%
Sales of Assets	$531,333	60.1%
Other Income	$46,838	5.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$124,893	61.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,038,530
Total Liabilities	$0
Net Assets	$11,038,530

Compensation

Key Employees and Officers	Compensation	Other
George W Bauer (Trustee)	$0	$0
Nancy Bauer Howell (Trustee)	$0	$0
Richard N Bauer (Trustee)	$0	$0

990-PF

Filed on Feb. 26, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2014

Revenue

$792,057

Expenses

$1,071,059

Net Income

-$279,002

Net Assets

$10,813,755

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$158	0.0%
Dividends	$174,853	22.1%
Sales of Assets	$507,077	64.0%
Other Income	-$9,541

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$983,888	91.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,813,755
Total Liabilities	$0
Net Assets	$10,813,755

Compensation

Key Employees and Officers	Compensation	Other
George W Bauer (Trustee)	$0	$0
Nancy Bauer Howell (Trustee)	$0	$0
Richard N Bauer (Trustee)	$0	$0

990-PF

Filed on April 23, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2013

Revenue

$376,482

Expenses

$340,799

Net Income

$35,683

Net Assets

$10,585,990

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$101	0.0%
Dividends	$212,438	56.4%
Sales of Assets	$36,854	9.8%
Other Income	$16,772	4.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$218,900	64.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,585,991
Total Liabilities	$1
Net Assets	$10,585,990

990-PF

Filed on March 20, 2014

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Oct.
2012

Revenue

$1,890,965

Expenses

$662,175

Net Income

$1,228,790

Net Assets

$10,231,370

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,259,320	66.6%
Interest Revenue	$102	0.0%
Dividends	$229,966	12.2%
Sales of Assets	$308,600	16.3%
Other Income	-$17,340

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$529,244	79.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,231,371
Total Liabilities	$1
Net Assets	$10,231,370

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2011

Revenue

$2,262,807

Expenses

$329,817

Net Income

$1,932,990

Net Assets

$10,492,237

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$466,245	20.6%
Interest Revenue	$85	0.0%
Dividends	$200,694	8.9%
Sales of Assets	$1,593,469	70.4%
Other Income	-$108,003

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$235,475	71.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,492,237
Total Liabilities	$0
Net Assets	$10,492,237

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Updated September 25, 2025

Robert J Bauer Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $2.15M (2024)

Expenses $909k (2024)

Total Assets $17.1M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Oct. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$2.15M (2024)

Expenses

$909k (2024)

Total Assets

$17.1M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Oct.
2024

Fiscal Year Ending Oct.
2023

Fiscal Year Ending Oct.
2022

Fiscal Year Ending Oct.
2021

Fiscal Year Ending Oct.
2020

Fiscal Year Ending Oct.
2019

Fiscal Year Ending Oct.
2018

Fiscal Year Ending Oct.
2017

Fiscal Year Ending Oct.
2016

Fiscal Year Ending Oct.
2015

Fiscal Year Ending Oct.
2014

Fiscal Year Ending Oct.
2013

Fiscal Year Ending Oct.
2012

Fiscal Year Ending Oct.
2011

Fiscal Year Ending Oct.
2010

Fiscal Year Ending Oct.
2009

Fiscal Year Ending Oct.
2008

Fiscal Year Ending Oct.
2007

Fiscal Year Ending Oct.
2006

Fiscal Year Ending Oct.
2005

Fiscal Year Ending Oct.
2004

Fiscal Year Ending Oct.
2003

Fiscal Year Ending Oct.
2002

Fiscal Year Ending Oct.
2001