Erwin G Baumer Foundation

Atlanta, GA
Tax-exempt since Oct. 1999
EIN: 58-2396474

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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 Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$144k (2024)

Expenses

$221k (2024)

Total Assets

$1.52M (2024)

Total Liabilities

$695 (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

$144,176

Expenses

$220,950

Net Income

-$76,774

Net Assets

$1,516,901

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,777	33.1%
Sales of Assets	$96,399	66.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,971	91.0%
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	$1,517,596
Total Liabilities	$695
Net Assets	$1,516,901

Compensation

Key Employees and Officers	Compensation	Other
Adrienne B Port (Co Trustee)	$0	$0
Meri Beth B Morris (Co Trustee)	$0	$0
Angela B Rhodes (Co Trustee)	$0	$0
Gail A Baumer (Co Trustee)	$0	$0

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990-PF

Filed on April 21, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$72,659

Expenses

$140,558

Net Income

-$67,899

Net Assets

$1,593,675

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,865	61.7%
Sales of Assets	$27,794	38.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$123,915	88.2%
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	$1,593,725
Total Liabilities	$50
Net Assets	$1,593,675

Compensation

Key Employees and Officers	Compensation	Other
Adrienne B Port (Co Trustee)	$0	$0
Meri Beth B Morris (Co Trustee)	$0	$0
Angela B Rhodes (Co Trustee)	$0	$0
Gail A Baumer (Co Trustee)	$0	$0

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990-PF

Filed on April 2, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$15,424

Expenses

$142,570

Net Income

-$127,146

Net Assets

$1,661,564

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$49,556	> 100%
Sales of Assets	-$34,189
Other Income	$57	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$123,805	86.8%
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	$1,661,614
Total Liabilities	$50
Net Assets	$1,661,564

Compensation

Key Employees and Officers	Compensation	Other
Erwin H Baumer (Co Trustee)	$0	$0
Adrian B Port (Co Trustee)	$0	$0
Mary Beth B Morris (Co Trustee)	$0	$0
Angela B Rhodes (Co Trustee)	$0	$0
Gail A Baumer (Co Trustee)	$0	$0

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990-PF

Filed on May 15, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$118,520

Expenses

$119,190

Net Income

-$670

Net Assets

$1,788,710

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$49,033	41.4%
Sales of Assets	$69,436	58.6%
Other Income	$51	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,917	84.7%
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	$1,788,760
Total Liabilities	$50
Net Assets	$1,788,710

Compensation

Key Employees and Officers	Compensation	Other
Erwin H Baumer (Co Trustee)	$0	$0
Adrian B Port (Co Trustee)	$0	$0
Mary Beth B Morris (Co Trustee)	$0	$0
Angela B Rhodes (Co Trustee)	$0	$0
Gail A Baumer (Co Trustee)	$0	$0

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990-PF

Filed on Nov. 15, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$59,631

Expenses

$115,260

Net Income

-$55,629

Net Assets

$1,789,380

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,623	74.8%
Sales of Assets	$14,957	25.1%
Other Income	$51	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,310	87.0%
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	$1,789,430
Total Liabilities	$50
Net Assets	$1,789,380

Compensation

Key Employees and Officers	Compensation	Other
Erwin H Baumer (Co Trustee)	$0	$0
Adrian B Port (Co Trustee)	$0	$0
Mary Beth B Morris (Co Trustee)	$0	$0
Angela B Rhodes (Co Trustee)	$0	$0
Gail A Baumer (Co Trustee)	$0	$0

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990-PF

Filed on May 17, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$123,296

Expenses

$121,237

Net Income

$2,059

Net Assets

$1,845,009

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,519	47.5%
Sales of Assets	$64,717	52.5%
Other Income	$60	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,612	84.6%
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	$1,846,228
Total Liabilities	$1,219
Net Assets	$1,845,009

Compensation

Key Employees and Officers	Compensation	Other
Erwin H Baumer (Co Trustee)	$0	$0
Adrian B Port (Co Trustee)	$0	$0
Mary Beth B Morris (Co Trustee)	$0	$0
Angela B Rhodes (Co Trustee)	$0	$0
Gail A Baumer (Co Trustee)	$0	$0

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990-PF

Filed on Aug. 17, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$289,372

Expenses

$124,088

Net Income

$165,284

Net Assets

$1,842,950

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,440	20.5%
Sales of Assets	$229,874	79.4%
Other Income	$58	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$103,998	83.8%
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	$1,842,950
Total Liabilities	$0
Net Assets	$1,842,950

Compensation

Key Employees and Officers	Compensation	Other
Erwin H Baumer (Co Trustee)	$0	$0
Adrian B Port (Co Trustee)	$0	$0
Mary Beth B Morris (Co Trustee)	$0	$0
Angela B Rhodes (Co Trustee)	$0	$0
Gail A Baumer (Co Trustee)	$0	$0

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990-PF

Filed on May 14, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$51,406

Expenses

$107,729

Net Income

-$56,323

Net Assets

$1,677,666

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$49,262	95.8%
Sales of Assets	$2,084	4.1%
Other Income	$60	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,000	82.6%
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	$1,677,666
Total Liabilities	$0
Net Assets	$1,677,666

Compensation

Key Employees and Officers	Compensation	Other
Erwin H Baumer (Co Trustee)	$0	$0
Adrian B Port (Co Trustee)	$0	$0
Mary Beth B Morris (Co Trustee)	$0	$0
Angela B Rhodes (Co Trustee)	$0	$0
Gail A Baumer (Co Trustee)	$0	$0

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990-PF

Filed on Nov. 15, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

-$6,558

Expenses

$111,935

Net Income

-$118,493

Net Assets

$1,733,989

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,461
Sales of Assets	-$40,019
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,905	83.9%
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	$1,733,989
Total Liabilities	$0
Net Assets	$1,733,989

Compensation

Key Employees and Officers	Compensation	Other
Erwin H Baumer (Co Trustee)	$0	$0
Adrian B Port (Co Trustee)	$0	$0
Mary Beth B Morris (Co Trustee)	$0	$0
Angela B Rhodes (Co Trustee)	$0	$0
Gail A Baumer (Co Trustee)	$0	$0

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990-PF

Filed on Nov. 15, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$97,638

Expenses

$117,367

Net Income

-$19,729

Net Assets

$1,852,482

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,384	38.3%
Sales of Assets	$60,254	61.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$106,157	90.4%
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	$1,852,482
Total Liabilities	$0
Net Assets	$1,852,482

Compensation

Key Employees and Officers	Compensation	Other
Erwin H Baumer (Co Trustee)	$0	$0
Adrian B Port (Co Trustee)	$0	$0
Mary Beth B Morris (Co Trustee)	$0	$0
Angela B Rhodes (Co Trustee)	$0	$0
Gail A Baumer (Co Trustee)	$0	$0

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990-PF

Filed on June 15, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$111,512

Expenses

$116,605

Net Income

-$5,093

Net Assets

$1,872,211

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,301	41.5%
Sales of Assets	$65,211	58.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,705	80.4%
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	$1,873,851
Total Liabilities	$1,640
Net Assets	$1,872,211

Compensation

Key Employees and Officers	Compensation	Other
Erwin H Baumer (Co Trustee)	$0	$0
Adrian B Port (Co Trustee)	$0	$0
Mary Beth B Morris (Co Trustee)	$0	$0
Angela B Rhodes (Co Trustee)	$0	$0
Gail A Baumer (Co Trustee)	$0	$0

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990-PF

Filed on Aug. 17, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$335,888

Expenses

$75,479

Net Income

$260,409

Net Assets

$1,877,304

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,608	14.2%
Sales of Assets	$288,280	85.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,992	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	$1,877,304
Total Liabilities	$0
Net Assets	$1,877,304

Compensation

Key Employees and Officers	Compensation	Other
Erwin H Baumer (Co Trustee)	$0	$0
Adrian B Port (Co Trustee)	$0	$0
Mary Beth B Morris (Co Trustee)	$0	$0
Angela B Rhodes (Co Trustee)	$0	$0
Gail A Baumer (Co Trustee)	$0	$0

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990-PF

Filed on May 14, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$99,344

Expenses

$56,605

Net Income

$42,739

Net Assets

$1,616,895

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$39,129	39.4%
Sales of Assets	$60,215	60.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,860	72.2%
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	$1,617,174
Total Liabilities	$279
Net Assets	$1,616,895

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$24,609

Expenses

$102,549

Net Income

-$77,940

Net Assets

$1,574,155

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$53,428	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,888	88.6%
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	$1,574,156
Total Liabilities	$1
Net Assets	$1,574,155

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

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Erwin G Baumer Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $144k (2024)

Expenses $221k (2024)

Total Assets $1.52M (2024)

Total Liabilities $695 (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

Compensation

Document Links

Revenue

$144k (2024)

Expenses

$221k (2024)

Total Assets

$1.52M (2024)

Total Liabilities

$695 (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