STRATEGY STUDIO / PUBLIC DATA EXPLORER

RICK AND HELGA BAUERLY FOUNDATION

Cite this

Plain text RICK AND HELGA BAUERLY FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2020–2024. https://strategystudio.org/org/843082005. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). RICK AND HELGA BAUERLY FOUNDATION [Nonprofit organization profile; tax years 2020–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/843082005

MLA “RICK AND HELGA BAUERLY FOUNDATION.” Strategy Studio, tax years 2020–2024, https://strategystudio.org/org/843082005. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2020–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990PF · revenue $1.5M · expenses $222K · assets $4.5M

EIN
84-3082005
Address
FOUNDATION SOURCE 501 SILVERSIDE RD, WILMINGTON, DE 19809-0000
NTEE code
T22
Subsection
501(c)(3)
Ruling year
2021
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 2 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

2 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Richard L Bauerly Dir, Pres, Sec, Treas2020-2024 1 $0 reported 2
Helga Bauerly Dir, VP2020-2024 1 $0 reported 1

People by year

2024 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Helga Bauerly Dir, VP1 $0-$0 $01
Richard L Bauerly Dir, Pres, Sec, Treas1 $0-$0 $02
2023 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Helga Bauerly Dir, VP1 $0-$0 $01
Richard L Bauerly Dir, Pres, Sec, Treas1 $0-$0 $02
2022 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Helga Bauerly Dir, VP1 $0-$0 $01
Richard L Bauerly Dir, Pres, Sec, Treas1 $0-$0 $02
2021 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Helga Bauerly Dir, VP1 $0-$0 $01
Richard L Bauerly Dir, Pres, Sec, Treas1 $0-$0 $02
2020 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Helga Bauerly Dir, VP1 $0-$0 $01
Richard L Bauerly Dir, Pres, Sec, Treas1 $0-$0 $02

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 60 grants to organizations · $138K
2023 · 60 grants to organizations · $88K
2022 · 56 grants to organizations · $102K
2021 · 52 grants to organizations · $65K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2024 · 2 contributors · $1.3M
#ContributorTypeCity, stateTotalNoncashSource
2 Richard L Bauerly Revocable Trust Person Saint Cloud, MN $1,091,331$1,091,331 Form 990PF Sch. B, 2024 · filing
1 Bauerly Richard L Person Saint Cloud, MN $200,000- Form 990PF Sch. B, 2024 · filing
2023 · 2 contributors · $1.2M
#ContributorTypeCity, stateTotalNoncashSource
2 Richard L Bauerly Revocable Trust Person SAINT CLOUD, MN $985,500$985,500 Form 990PF Sch. B, 2023 · filing
1 Bauerly Richard L Person Saint Cloud, MN $200,000- Form 990PF Sch. B, 2023 · filing
2022 · 2 contributors · $822K
#ContributorTypeCity, stateTotalNoncashSource
2 Richard L Bauerly Revocable Trust Person Saint Cloud, MN $621,600$621,600 Form 990PF Sch. B, 2022 · filing
1 Bauerly Richard L Person Saint Cloud, MN $200,000- Form 990PF Sch. B, 2022 · filing
2021 · 1 contributor · $711K
#ContributorTypeCity, stateTotalNoncashSource
1 Bauerly Richard L Person Saint Cloud, MN $711,000$511,000 Form 990PF Sch. B, 2021 · filing
2020 · 1 contributor · $352K
#ContributorTypeCity, stateTotalNoncashSource
1 Bauerly Richard L Person Saint Cloud, MN $351,664$251,664 Form 990PF Sch. B, 2020 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$1,521,434$221,823 $4,511,550$4,511,550 $1,291,331- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$1,322,189$155,895 $3,211,939$3,211,939 $1,185,500- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$863,082$115,014 $2,045,645$2,045,645 $821,600- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$747,557$77,805 $1,297,577$1,297,577 $711,000- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$368,874$17,733 $627,825$627,825 $351,664- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
BARNEY HARFORD AND BETH BIRNBAUM FOUNDATIONDET22 $1,759,529$344,959 Dir, Sec, Treas$0 Same NTEE code T22, revenue within 2x, same state
BARRY AND MIMI STERNLICHT FOUNDATIONDET22 $1,421,421$2,926,650 Pres, Dir$0 Same NTEE code T22, revenue within 2x, same state
BARNARD FAMILY FOUNDATIONDET22 $1,330,099$12,575 Dir, Pres, Sec, Treas$0 Same NTEE code T22, revenue within 2x, same state
RAO FAMILY FOUNDATIONDET22 $1,304,922$269,060 Dir, Treas$0 Same NTEE code T22, revenue within 2x, same state
JOHN AND EMILY PARK FAMILY FOUNDATIONDET22 $1,333,925$1,437,484 Dir, Co- Pres$0 Same NTEE code T22, revenue within 2x, same state
RICHARD AND JEANETTE WOOD CHARITABLE FOUNDATIONDET22 $1,650,094$350,958 TRUSTEE$28,030 Same NTEE code T22, revenue within 2x, same state
AARON RODGERS FOUNDATIONDET22 $1,555,368$2,049,533 Treas$0 Same NTEE code T22, revenue within 2x, same state
HUCKLE FAMILY FOUNDATIONDET22 $1,601,252$1,003,060 Trustee$0 Same NTEE code T22, revenue within 2x, same state
T2G FOUNDATIONDET22 $1,750,873$428,898 Dir, Pres, Sec, Treas$0 Same NTEE code T22, revenue within 2x, same state
NEON FOUNDATIONDET22 $1,803,733$818,703 Trustee$0 Same NTEE code T22, revenue within 2x, same state
AL KING FAMILY FOUNDATIONDET22 $1,521,236$513,674 Dir, Pres, Sec, Treas$0 Same NTEE code T22, revenue within 2x, same state
HYMOWITZ FAMILY FOUNDATIONDET22 $1,628,838$2,124,267 Dir, Sec, Co- Pres$0 Same NTEE code T22, revenue within 2x, same state
ZIA & RABIA BHATTI FOUNDATIONDET22 $1,277,051$1,358,040 Dir$0 Same NTEE code T22, revenue within 2x, same state
HAMMILL FAMILY FOUNDATION INCDET22 $1,807,990$741,929 Dir$0 Same NTEE code T22, revenue within 2x, same state
YANGHO FAMILY FOUNDATIONDET22 $1,513,282$2,500 Dir, Pres, Treas$0 Same NTEE code T22, revenue within 2x, same state
A TO Z IMPACT FOUNDATIONDET22 $1,737,089$1,010,315 EXECUTIVE DIR$241,997 Same NTEE code T22, revenue within 2x, same state
JUSTAMERE FOUNDATIONDET22 $1,479,975$5,007,932 Dir, Pres, Treas$155,565 Same NTEE code T22, revenue within 2x, same state
LORENZINI FAMILY FOUNDATIONDET22 $1,729,709$1,457,218 Sec$0 Same NTEE code T22, revenue within 2x, same state
THE LOFTUS FAMILY FOUNDATIONDET22 $1,424,419$217,419 Pres, Dir, Sec$0 Same NTEE code T22, revenue within 2x, same state
SUE & BOB MCCOLLUM FAMILY FOUNDATIONDET22 $1,345,030$1,563,291 Dir, Treas$1,000 Same NTEE code T22, revenue within 2x, same state
THE SAMMANN FAMILY FOUNDATIONDET22 $1,504,449$247,064 Dir$0 Same NTEE code T22, revenue within 2x, same state
NEILL M TIMMONS FOUNDATIONDET22 $1,295,156$470,985 Pres, Dir, Sec$0 Same NTEE code T22, revenue within 2x, same state
TAN TEO CHARITABLE FOUNDATIONDET22 $1,565,491$1,433,197 Pres, Dir, Sec$0 Same NTEE code T22, revenue within 2x, same state
FOUNDATION SOURCE 002100 INCDET22 $1,428,300$946,770 Dir, Pres$0 Same NTEE code T22, revenue within 2x, same state
BETTER WORLD CHARITABLE FOUNDATIONDET22 $1,515,304$132,229 Dir, Pres, Sec, Treas$0 Same NTEE code T22, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
THE HEARTHLAND FOUNDATION Private foundation$1,000,0001 12014–2014 THE HEART FOUNDATION
THE EISNER FOUNDATION INC Private foundation$350,0005 12020–2024 THE HEART FOUNDATION
WILLIAM GUITAR LITTLE CHARITABLE FUND Private foundation$200,0001 12025–2025 ANDERSON HOMES FOUNDATION
JOHN & GERALDINE CUSENZA FAMILY FOUNDATION Private foundation$200,0002 12022–2023 THE HEART FOUNDATION
CALIFORNIA COMMUNITY FOUNDATION DAF sponsor$100,0001 12021–2021 THE HEART FOUNDATION
FRAN & RAY STARK FOUNDATION Private foundation$100,0001 12012–2012 THE HEART FOUNDATION
SVM FOUNDATION Private foundation$98,3111 12020–2020 EBA FOUNDATION
IRVING FEINTECH FAMILY FOUNDATION Private foundation$80,0006 12014–2024 THE HEART FOUNDATION
ANONYMOOSE FOUNDATION Private foundation$67,5005 12016–2024 THE HEART FOUNDATION
ROBERT MARGOLIS FOUNDATION INC Private foundation$59,00010 12016–2025 THE HEART FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$53,5004 12020–2024 THE HEART FOUNDATION
JOHNNY CARSON FOUNDATION Private foundation$50,0005 12014–2024 THE HEART FOUNDATION
THE SKIRBALL FOUNDATION Private foundation$50,0001 12013–2013 THE HEART FOUNDATION
STRAUSS FOUNDATION Private foundation$42,0004 12022–2025 THE HEART FOUNDATION
NATIONAL PHILANTHROPIC TR DAF sponsor$30,0001 12015–2015 THE HEART FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $221,823 spent · pay $0 · grants $138,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $138,000 62.2%
Other expenses $81,823 36.9%
Taxes $2,000 0.9%
Total$221,823100%

View the filing

2023 · Form 990PF · $155,895 spent · pay $0 · grants $88,300 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $88,300 56.6%
Other expenses $66,295 42.5%
Taxes $1,300 0.8%
Total$155,895100%

View the filing

2022 · Form 990PF · $115,014 spent · pay $0 · grants $102,200 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $102,200 88.9%
Other expenses $11,750 10.2%
Taxes $1,064 0.9%
Total$115,014100%

View the filing

2021 · Form 990PF · $77,805 spent · pay $0 · grants $64,700 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $64,700 83.2%
Other expenses $12,705 16.3%
Taxes $400 0.5%
Total$77,805100%

View the filing

2020 · Form 990PF · $17,733 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses $17,563 99.0%
Taxes $170 1.0%
Total$17,733100%

View the filing