STRATEGY STUDIO / PUBLIC DATA EXPLORER

BAUMGARTNER FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
BAUMGARTNER FAMILY FOUNDATION (EIN 34-1908139)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-04
IRS object ID
202241249349100839
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-04T12:21:08-00:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN453800526PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FREEDOM TAX & ACCOUNTING SERVICES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13307 N HOLLAND SYLVANIA RD STE 16AddressLine1Txt
CityTOLEDOCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43615ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341908139EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BAUMGARTNER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBAUMBusinessNameControlTxt
Phone4196913586PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 8326AddressLine1Txt
CityTOLEDOCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43605ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDON J BAUMGARTNERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4196913586PhoneNum
Signature2022-05-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDONPersonFirstNm
Person LastBAUMGARTNERPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNATHAN J EHMANN EAPreparerPersonNm
PTINP00344127PTIN
Phone4195170284PhoneNum
Preparation2022-05-04PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,462,742FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$3InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$34,126DividendsRevAndExpnssAmt
Dividends Net Invst Incm$34,126DividendsNetInvstIncmAmt
Dividends Adj Net Incm$34,126DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$5,213NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,213GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,213CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$810OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm-$810OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$38,532TotalRevAndExpnssAmt
Total Net Invst Incm$39,342TotalNetInvstIncmAmt
Total Adj Net Incm$33,319TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$675AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$675AccountingFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$225OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$225OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$900TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$900TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,150ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,150ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$26,050TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$900TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$25,150TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$12,482ExcessRevenueOverExpensesAmt
Net Investment Income$38,442NetInvestmentIncomeAmt
Adjusted Net Income$33,319AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$36,411CashBOYAmt
Cash EOY$238,447CashEOYAmt
Cash EOYFMV$238,447CashEOYFMVAmt
Other Investments BOY$560,361OtherInvestmentsBOYAmt
Other Investments EOY$367,166OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,224,295OtherInvestmentsEOYFMVAmt
Total Assets BOY$596,772TotalAssetsBOYAmt
Total Assets EOY$605,613TotalAssetsEOYAmt
Total Assets EOYFMV$2,462,742TotalAssetsEOYFMVAmt
Accounts Payable BOY$31,221AccountsPayableBOYAmt
Accounts Payable EOY$27,580AccountsPayableEOYAmt
Total Liabilities BOY$31,221TotalLiabilitiesBOYAmt
Total Liabilities EOY$27,580TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$565,551NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$578,033NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$565,551TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$578,033TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$596,772TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$605,613TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$565,551TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$12,482ExcessRevenueOverExpensesAmt
Subtotal$578,033SubtotalAmt
Tot Net Ast Or Fund Balances EOY$578,033TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$5,213CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$8,219NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$534InvestmentIncomeExciseTaxAmt
Subtotal$534SubtotalAmt
Tax Based On Investment Income$534TaxBasedOnInvestmentIncomeAmt
Tax Due$534TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDON J BAUMGARTNERIndividualWithBooksNm
Phone4196913586PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13015 NAVARRE AVE STE 205AddressLine1Txt
CityOREGONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43616ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DON J BAUMGARTNER
PO BOX 8326TOLEDOOH43605PRESIDENT000.00$0
DOUGLAS BAUMGARTNER
PO BOX 8326TOLEDOOH43605TREASURER000.00$0
HOLLY BAUMGARTNER
4526 EDDINGTON CTTOLEDOOH43615SECETARY000.00$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SUNSHIN FOUNDATION INC - DONATIONDescription1Txt
Expenses1$50Expenses1Amt
Description2MAY CLINIC - DONATIONDescription2Txt
Expenses2$25,000Expenses2Amt
Description3ST JUDEDescription3Txt
Expenses3$100Expenses3Amt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$534TaxBasedOnInvestmentIncomeAmt
Total Tax$534TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25,150ExpensesAndContributionsAmt
Qualifying Distributions$25,150QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Qualifying Distributions$25,150QualifyingDistributionsAmt
Remaining Distri From Corpus$25,150RemainingDistriFromCorpusAmt
Total Corpus$25,150TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$25,150ExcessDistriCyovToNextYrAmt
Excess From Current Year$25,150ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SUNSHINE FOUNDATION INC
101 LAKESIDE PARKSOUTH HAMPTONPA18965DONATION$50
MAYO CLINIC
200 1ST ST NWROCHESTERMN55901DONATION$25,000
ST JUDE
262 DANNY THOMAS PLACEMEMPHISTN38105DONATION$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,150TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$34,126RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$5,213UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$5,213UnrelatedBusinessTaxblIncmAmt
Related Or Exempt Function Incm$34,129RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$39,342TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line NumberN/ALineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPCategoryTxt
Amt$675Amt
Net Investment Income$675NetInvestmentIncomeAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (44 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ABERCROMBIE FITCHFMV$17,898$10,449
ADIENT PLCFMV$1,910$1,963
ALTRIA GROUP INCFMV$6,246$14,217
AVISTA GROUPFMV$8,751$12,747
BABOCK WILCOX COFMV$507$334
BWX TECHNOLOGIESFMV$1,360$35,910
CEDAIR FAIRFMV$23,915$25,030
CHEVRONFMV$35,469$70,410
CHINA PETROLEUM CHEMFMV$13,501$9,069
CONOCOPHILLIPSFMV$2,811$10,394
ENERPLUS RESOURCES FD TRFMV$14,801$3,174
EXELON CORPFMV$10,080$21,949
EXXON MOBILE CORPFMV$14,172$12,238
IDACORP INCFMV$9,921$33,993
JOHNSON CTLS INTL PLCFMV$19,053$33,906
NEWMONT GOLDCORPFMV$5,606$10,171
NISOURCE INCFMV$2,564$9,857
PEMBINA PIPELINE CORPFMV$4,925$6,430
PHILLIP MORRIS INTL INCFMV$14,234$28,500
PHILLIPS 66FMV$835$5,217
SINOPEC SHANGHAIFMV$3,536$3,413
STEEL DYNAMICSFMV$8,443$124,140
TEVA PHARMACEUTICAL ADR INDS LTDFMV$6,158$1,642
UNITED HEALTH GROUP INCFMV$15,318$1,606,848
URBAN OUTFITTERSFMV$22,354$29,360
VALERO EN ENRGYCORPFMV$3,921$15,022
VANGUARD HEALTH CAREFMV$11,125$26,642
VISHAY INTERTECHNOLOGYFMV$3,487$4,374
CLEANSPARK INC NEWFMV$4,732$4,760
DESKTOP METAL INCFMV$2,482$990
GUARDANT HEALTH INCFMV$6,722$10,002
1LIFE HEALTHCARE INCFMV$3,081$1,757
ABCAMFMV$4,035$4,710
CASTLE BIOSCIENCESFMV$5,609$8,574
CERTARA INCFMV$2,862$2,842
CIPHER MNGFMV$2,110$926
FLUIDIGM CORPFMV$3,141$1,960
ISHARES MSCI BRAZILFMV$19,984$8,421
REKOR SYSTEMS INCFMV$3,632$3,275
SINOVAC BIOTECHFMV$4,982
STEM INCFMV$4,223$2,846
UR ENERGYFMV$2,782$2,440
WORKHORSE GRP INCFMV$10,006$1,308
XOMA CORP DELFMV$3,882$2,085

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSECRETARY OF STATEDesc
Revenue And Expenses Per Books$225RevenueAndExpensesPerBooksAmt
Net Investment Income$225NetInvestmentIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCEDAR FAIRDesc
Revenue And Expenses Per Books-$810RevenueAndExpensesPerBooksAmt
Adjusted Net Income-$810AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule