Baumgardt Family Foundation Inc

Zionsville, IN
Tax-exempt since Sept. 2001
EIN: 35-2120072

Receive an email when new data is available for this organization.

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 Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$77.1k (2024)

Expenses

$85.2k (2024)

Total Assets

$523k (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 Dec.
2024

Revenue

$77,071

Expenses

$85,215

Net Income

-$8,144

Net Assets

$522,828

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$34,195	44.4%
Interest Revenue	$771	1.0%
Dividends	$12,897	16.7%
Sales of Assets	$29,208	37.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,600	93.4%
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	$522,828
Total Liabilities	$0
Net Assets	$522,828

Compensation

Key Employees and Officers	Compensation	Other
James R Baumgardt (Director)	$0	$0
Sharon E Baumgardt (Director)	$0	$0
James M Cornelius (Director)	$0	$0

990-PF

Filed on May 13, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$9,827

Expenses

$39,802

Net Income

-$29,975

Net Assets

$511,700

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$192	2.0%
Dividends	$12,485	> 100%
Sales of Assets	-$2,850
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,285	83.6%
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	$511,700
Total Liabilities	$0
Net Assets	$511,700

Compensation

Key Employees and Officers	Compensation	Other
James R Baumgardt (Director)	$0	$0
Sharon E Baumgardt (Director)	$0	$0
James M Cornelius (Director)	$0	$0

990-PF

Filed on Oct. 28, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$41,590

Expenses

$41,712

Net Income

-$122

Net Assets

$487,864

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,000	60.1%
Interest Revenue	$49	0.1%
Dividends	$11,166	26.8%
Sales of Assets	$5,375	12.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,433	89.7%
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	$487,864
Total Liabilities	$0
Net Assets	$487,864

Compensation

Key Employees and Officers	Compensation	Other
James R Baumgardt (Director)	$0	$0
Sharon E Baumgardt (Director)	$0	$0
James M Cornelius (Director)	$0	$0

990-PF

Filed on Nov. 10, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$30,761

Expenses

$59,117

Net Income

-$28,356

Net Assets

$578,318

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$11,536	37.5%
Sales of Assets	$19,224	62.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,087	88.1%
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	$578,318
Total Liabilities	$0
Net Assets	$578,318

Compensation

Key Employees and Officers	Compensation	Other
James R Baumgardt (Director)	$0	$0
Sharon E Baumgardt (Director)	$0	$0
James M Cornelius (Director)	$0	$0

990-PF

Filed on Nov. 14, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$10,306

Expenses

$43,340

Net Income

-$33,034

Net Assets

$567,188

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$11,527	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,800	89.5%
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	$567,189
Total Liabilities	$1
Net Assets	$567,188

Compensation

Key Employees and Officers	Compensation	Other
James R Baumgardt (Director)	$0	$0
Sharon E Baumgardt (Director)	$0	$0
James M Cornelius (Director)	$0	$0

990-PF

Filed on Oct. 6, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$13,914

Expenses

$35,542

Net Income

-$21,628

Net Assets

$559,108

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$47	0.3%
Dividends	$14,043	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,220	85.0%
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	$559,109
Total Liabilities	$1
Net Assets	$559,108

Compensation

Key Employees and Officers	Compensation	Other
James R Baumgardt (Director)	$0	$0
Sharon E Baumgardt (Director)	$0	$0
James M Cornelius (Director)	$0	$0

990-PF

Filed on Nov. 16, 2020

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$14,584

Expenses

$37,453

Net Income

-$22,869

Net Assets

$501,581

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,160	8.0%
Interest Revenue	$147	1.0%
Dividends	$13,277	91.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,275	83.5%
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	$501,581
Total Liabilities	$0
Net Assets	$501,581

Compensation

Key Employees and Officers	Compensation	Other
James R Baumgardt (Director)	$0	$0
Sharon E Baumgardt (Director)	$0	$0
James M Cornelius (Director)	$0	$0

990-PF

Filed on Nov. 14, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$95,922

Expenses

$35,653

Net Income

$60,269

Net Assets

$566,093

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$49	0.1%
Dividends	$10,495	10.9%
Sales of Assets	$85,378	89.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,900	86.7%
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	$566,093
Total Liabilities	$0
Net Assets	$566,093

Compensation

Key Employees and Officers	Compensation	Other
James R Baumgardt (Director)	$0	$0
Sharon E Baumgardt (Director)	$0	$0
James M Cornelius (Director)	$0	$0

990-PF

Filed on Feb. 21, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$17,005

Expenses

$18,358

Net Income

-$1,353

Net Assets

$521,908

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,055	41.5%
Sales of Assets	$9,950	58.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,775	75.0%
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	$521,908
Total Liabilities	$0
Net Assets	$521,908

Compensation

Key Employees and Officers	Compensation	Other
James R Baumgardt (Director)	$0	$0
Sharon E Baumgardt (Director)	$0	$0
James M Cornelius (Director)	$0	$0

990-PF

Filed on March 15, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$33,344

Expenses

$22,184

Net Income

$11,160

Net Assets

$501,721

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$5,022	15.1%
Sales of Assets	$28,321	84.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,700	79.8%
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	$501,721
Total Liabilities	$0
Net Assets	$501,721

Compensation

Key Employees and Officers	Compensation	Other
James R Baumgardt (Director)	$0	$0
Sharon E Baumgardt (Director)	$0	$0
James M Cornelius (Director)	$0	$0

990-PF

Filed on June 2, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$82,589

Expenses

$32,833

Net Income

$49,756

Net Assets

$533,579

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$7,531	9.1%
Sales of Assets	$73,770	89.3%
Other Income	$1,284	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,175	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	$533,579
Total Liabilities	$0
Net Assets	$533,579

Compensation

Key Employees and Officers	Compensation	Other
James R Baumgardt (Director)	$0	$0
Sharon E Baumgardt (Director)	$0	$0
James M Cornelius (Director)	$0	$0

990-PF

Filed on Aug. 17, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$14,671

Expenses

$46,943

Net Income

-$32,272

Net Assets

$541,553

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.1%
Dividends	$4,023	27.4%
Sales of Assets	$6,069	41.4%
Other Income	$4,568	31.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,400	92.5%
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	$541,553
Total Liabilities	$0
Net Assets	$541,553

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$30,127

Expenses

$42,156

Net Income

-$12,029

Net Assets

$470,303

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,000	66.4%
Interest Revenue	$48	0.2%
Dividends	$3,710	12.3%
Sales of Assets	$6,369	21.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,515	91.4%
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	$470,303
Total Liabilities	$0
Net Assets	$470,303

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$80,493

Expenses

$48,949

Net Income

$31,544

Net Assets

$443,512

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,000	31.1%
Interest Revenue	$1,748	2.2%
Dividends	$3,798	4.7%
Sales of Assets	$49,520	61.5%
Other Income	$427	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,503	93.0%
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	$443,512
Total Liabilities	$0
Net Assets	$443,512

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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated January 26, 2026

Baumgardt Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $77.1k (2024)

Expenses $85.2k (2024)

Total Assets $523k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$77.1k (2024)

Expenses

$85.2k (2024)

Total Assets

$523k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001