2024-10-17T22:07:02-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 843082005 Rick and Helga Bauerly Foundation % Foundation Source RICK 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 richard l bauerly president 8008391754 2024-10-13 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 4059619 X 1185500 6994 6994 3923 3923 50779 1117 50779 74993 74993 1322189 136689 0 1300 66295 52514 13781 67595 52514 13781 88300 88300 155895 52514 102081 1166294 84175 248987 424740 424740 157174 162215 171724 1639484 2624984 3463155 2045645 3211939 4059619 0 0 X 2045645 3211939 2045645 3211939 2045645 3211939 2045645 1166294 3211939 3211939 Publicly-traded Securities 1117 0 1117 1117 Passthrough K1 Capital Gain/(Loss) 49662 50779 1170 1170 1170 1491 0 1491 X 0 321 321 false false false false false false false true true DE true false false false false true Foundation Source 8008391754 55 WALLS DRIVE FL 3 Fairfield CT 06824 false false false false false false false false false false false false false false false false false false false false false Helga Bauerly Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Richard L Bauerly Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec, Treas 1.0 0 0 0 158269 200550 3463155 3821974 0 3821974 57330 3764644 188232 188232 1170 1170 187062 187062 187062 102081 0 0 0 0 102081 187062 19694 2021 2020 2019 102081 19694 82387 0 0 104675 0 0 Helga Bauerly Richard L Bauerly X ACTIVE CENTRAL MN PO BOX 458 WAITE PARK MN 56387 N/A PC General & Unrestricted 1000 AMERICAN NATIONAL RED CROSS 1201 WEST RIVER PKWY MINNEAPOLIS MN 55454 N/A PC General & Unrestricted 1000 ANNA MARIES ALLIANCE 500 11TH AVE N SAINT CLOUD MN 56303 N/A PC General & Unrestricted 1500 BIG BROTHERS-BIG SISTERS OF CENTRAL MINNESOTA INC 203 COOPER AVE NORTH SUITE 162 ST CLOUD MN 56303 N/A PC General & Unrestricted 2500 BOYS & GIRLS CLUBS OF CENTRAL MINNESOTA 345 30TH AVE N SAINT CLOUD MN 56303 N/A PC General & Unrestricted 1500 CATHEDRAL HIGH SCHOOL 312 7TH AVE N SAINT CLOUD MN 56303 N/A PC General & Unrestricted 1000 CATHEDRAL HIGH SCHOOL 312 7TH AVE N SAINT CLOUD MN 56303 N/A PC Charitable Event 1000 CATHEDRAL HIGH SCHOOL 312 7TH AVE N SAINT CLOUD MN 56303 N/A PC NEW BUILDING PROJECT CAMPAIGN FUND 5000 CATHOLIC CHARITIES OF THE DIOCESE OF ST CLOUD 911 18TH ST N SAINT CLOUD MN 56303 N/A PC General & Unrestricted 1000 CENTRACARE HEALTH FOUNDATION 1406 6TH AVE N SAINT CLOUD MN 56303 N/A PC General & Unrestricted 2500 CENTRACARE HEALTH FOUNDATION 1406 6TH AVE N SAINT CLOUD MN 56303 N/A PC LaTable Fund in support of Multiple Sclerosis of Minnesota 1000 COLLEGE OF ST BENEDICT BUSINESS OFF 37 COLLEGE AVE S SAINT JOSEPH MN 56374 N/A PC General & Unrestricted 2500 COMMUNITYGIVING 101 7TH AVE S STE 100 SAINT CLOUD MN 56301 N/A PC Women's Fund Dancing with our Stars Tanner's Team fund 300 COMMUNITYGIVING 101 7TH AVE S STE 100 SAINT CLOUD MN 56301 N/A PC Women's Fund Dancing with our Stars St. Cloud Hospital NICU 300 COMMUNITYGIVING 101 7TH AVE S STE 100 SAINT CLOUD MN 56301 N/A PC Dancing with our Stars St. Cloud COP House fund 300 COMMUNITYGIVING 101 7TH AVE S STE 100 SAINT CLOUD MN 56301 N/A PC Women's Fund Dancing with our Stars LEAF District 742 fund 300 COMMUNITYGIVING 101 7TH AVE S STE 100 SAINT CLOUD MN 56301 N/A PC Women's Fund 2500 COMMUNITYGIVING 101 7TH AVE S STE 100 SAINT CLOUD MN 56301 N/A PC Women's Fund Dancing with our Stars Zonta Club of St. Cloud 300 COMMUNITYGIVING 101 7TH AVE S STE 100 SAINT CLOUD MN 56301 N/A PC Women's Fund Dancing with our Stars INDY Foundation 300 COMMUNITYGIVING 101 7TH AVE S STE 100 SAINT CLOUD MN 56301 N/A PC General & Unrestricted 1500 ELEVATE PREGNANCY AND FAMILY RESOURCE CENTER 376 3RD ST NE WAITE PARK MN 56387 N/A PC General & Unrestricted 1000 FEEDING AREA CHILDREN TOGETHER 2625 CLEARWATER RD STE 140 SAINT CLOUD MN 56301 N/A PC General & Unrestricted 1000 FOLEY WRESTLING BOOSTER CLUB INC PO BOX 550 FOLEY MN 56329 N/A PC General & Unrestricted 1000 GREAT RIVER EDUCATIONAL ARTS THEATRE 710 SUNDIAL DR WAITE PARK MN 56387 N/A PC General & Unrestricted 1500 GREAT RIVER EDUCATIONAL ARTS THEATRE 710 SUNDIAL DR WAITE PARK MN 56387 N/A PC Charitable Event 3500 GREATER ST CLOUD DEVELOPMENT CORPORATION 501 W SAINT GERMAIN ST SAINT CLOUD MN 56301 N/A PC General & Unrestricted 1000 HABITAT FOR HUMANITY INTERNATIONAL INC 3335 W SAINT GERMAIN ST STE 108 ST CLOUD MN 56301 N/A PC General & Unrestricted 1000 HANDS ACROSS THE WORLD 1605 GOETTENS WAY 206 ST CLOUD MN 56301 N/A PC General & Unrestricted 1000 HARVARD BUSINESS SCHOOL PO BOX 412275 BOSTON MA 02241 N/A PC General & Unrestricted 1000 INITIATIVE FOUNDATION 405 1ST ST SE LITTLE FALLS MN 56345 N/A PC General & Unrestricted 2500 JUGAAD LEADERSHIP PROGRAM 22 WILSON AVE NE STE 209 SAINT CLOUD MN 56304 N/A PC General & Unrestricted 1000 MINNESOTA PUBLIC RADIO 480 CEDAR ST SAINT PAUL MN 55101 N/A PC General & Unrestricted 200 MINNESOTA STATE UNIVERSITY MANKATO FOUNDATION INCO 224 ALUMNI FOUNDATION CENTER MANKATO MN 56001 N/A PC General & Unrestricted 200 MUNSINGER CLEMENS BOTANICAL SOCIETY PO BOX 7594 ST CLOUD MN 56302 N/A PC General & Unrestricted 200 NAACP EMPOWERMENT PROGRAMS INC 4805 MOUNT HOPE DR BALTIMORE MD 21215 N/A PC General & Unrestricted 1000 NATURE CONSERVANCY 1101 WEST RIVER PKWY SUITE 200 MINNEAPOLIS MN 55415 N/A PC General & Unrestricted 1000 NORTHLAND FOUNDATION 202 W SUPERIOR ST 800 SELLWOOD DULUTH MN 55802 N/A PC General & Unrestricted 1500 NUTRITIONFACTS ORG INC PO BOX 11400 TAKOMA PARK MD 20913 N/A PC General & Unrestricted 200 ORDER OF ST BENEDICT INC 2900 ABBEY PLZ BOX 2015 COLLEGEVILLE MN 56321 N/A PC General & Unrestricted 1000 ORPHANOS FOUNDATION 7185 LAWN LN BARTLETT TN 38133 N/A PC Point Honduras fund 10000 PARAMOUNT CENTER FOR THE ARTS 913 W SAINT GERMAIN ST SAINT CLOUD MN 56301 N/A PC Charitable Event 1500 PARAMOUNT CENTER FOR THE ARTS 913 W SAINT GERMAIN ST SAINT CLOUD MN 56301 N/A PC General & Unrestricted 1500 PRESIDENT AND FELLOWS OF HARVARD COLLEGE 79 JOHN F KENNEDY ST CAMBRIDGE MA 02138 N/A PC General & Unrestricted 1000 QUIET OAKS 5537 GALAXY RD SAINT AUGUSTA MN 56301 N/A PC General & Unrestricted 1000 SAINT JOHNS UNIVERSITY PO BOX 7222 COLLEGEVILLE MN 56321 N/A PC General & Unrestricted 1000 SOUTHERN MINNESOTA INITIATIVE FOUNDATION 525 FLORENCE AVE OWATONNA MN 55060 N/A PC General & Unrestricted 1500 SOUTHWEST INITIATIVE FOUNDATION 15 3RD AVE NW HUTCHINSON MN 55350 N/A PC General & Unrestricted 1500 ST CLOUD AREA FAMILY YMCA 2001 STOCKINGER DR SAINT CLOUD MN 56303 N/A PC General & Unrestricted 1500 ST CLOUD ROTARY FOUNDATION INC PO BOX 713 SAINT CLOUD MN 56302 N/A PC General & Unrestricted 200 ST CLOUD STATE UNIVERSITY FOUNDATION INC 720 4TH AVE S SAINT CLOUD MN 56301 N/A PC General & Unrestricted 1000 ST CLOUD TECHNICAL AND COMMUNITY COLLEGE FOUNDATIO 1540 NORTHWAY DR SAINT CLOUD MN 56303 N/A PC General & Unrestricted 1000 ST FRANCIS XAVIER PARISH PO BOX 150 SARTELL MN 56377 N/A PC General & Unrestricted 2500 ST JOHNS AREA SCHOOL 215 7TH AVE PO BOX 368 FOLEY MN 56329 N/A PC General & Unrestricted 1000 ST BENEDICTS MONASTERY 104 CHAPEL LN ST JOSEPH MN 56374 N/A PC General & Unrestricted 1000 THE NORTHWEST MINNESOTA FOUNDATION 201 3RD ST NW BEMIDJI MN 56601 N/A PC General & Unrestricted 1500 THE SALVATION ARMY 400 US HWY 10 S ST CLOUD MN 56304 N/A PC General & Unrestricted 1000 TRI-COUNTY HUMANE SOCIETY 735 8TH ST NE SAINT CLOUD MN 56304 N/A PC General & Unrestricted 1500 UNITECLOUD PO BOX 851 SAINT CLOUD MN 56302 N/A PC General & Unrestricted 1000 UNITED WAY OF CENTRAL MINNESOTA 921 1ST ST N STE 200 SAINT CLOUD MN 56303 N/A PC General & Unrestricted 6500 WEST CENTRAL INITIATIVE PO BOX 318 FERGUS FALLS MN 56538 N/A PC General & Unrestricted 1500 88300 14 6994 14 3923 18 50779 K-1 Inc/Loss 14 74993 136689 136689 false false false false false false false false false false X X 1 Bauerly Richard L 3154 Dolores Drive Saint Cloud MN 56303 200000 X 2 Richard L Bauerly Revocable Trust 3154 DOLORES DRIVE SAINT CLOUD MN 56303 985500 X 2 GRANITE EQUITY LLC GRANEQ, 1 sh. 985500 2023-04-29 VANGUARD LIFESTRATEGY GROWTH F 162215 171724 GRANITE EQUITY LLC 2624984 3463155 Administrative Fees 13756 13756 K-1 Exp GRANITE EQUITY LLC 52514 52514 State or Local Filing Fees 25 25 K-1 Inc/Loss GRANITE EQUITY LLC 74993 74993 990-PF Estimated Tax for 2023 1300