Civic Intelligence

Baumann Foundation

EIN 88-0439595 • Sun Lakes, AZ

10616 E Michigan AveSun Lakes, AZ 85248-8806
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

44th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2025

Net Margin

77th percentile

26%

Higher net margin than 77% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2025

Asset Growth

23rd percentile

-6.5%

Faster asset growth than 23% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

83rd percentile

65%

Faster revenue growth than 83% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$886,219

Down $61,843 (-6.5%) from 2024

Liabilities

Down

$0

Down $83,800 (-100%) from 2024

Net Assets

Up

$886,219

Up $21,957 (+2.5%) from 2024

Operations
Liabilities / Revenue44th percentileNet Margin77th percentile

Revenue

Up

$85,351

Up $33,719 (+65%) from 2024

Expenses

Down

$63,394

Down $49,585 (-44%) from 2024

Net Income

Up

$21,957

Up $83,304 (+136%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $1,012,142Liabilities 2010: $0Net Assets 2010: $1,012,1422010Assets 2011: $981,867Liabilities 2011: $0Net Assets 2011: $981,8672011Assets 2012: $963,963Liabilities 2012: $0Net Assets 2012: $963,9632012Assets 2013: $891,732Liabilities 2013: $0Net Assets 2013: $891,7322013Assets 2014: $854,350Liabilities 2014: $0Net Assets 2014: $854,3502014Assets 2015: $834,699Liabilities 2015: $0Net Assets 2015: $834,6992015Assets 2016: $867,498Liabilities 2016: $45,112Net Assets 2016: $822,3862016Assets 2017: $839,087Liabilities 2017: $0Net Assets 2017: $839,0872017Assets 2018: $790,940Liabilities 2018: $0Net Assets 2018: $790,9402018Assets 2019: $760,013Liabilities 2019: $0Net Assets 2019: $760,0132019Assets 2020: $745,662Liabilities 2020: $0Net Assets 2020: $745,6622020Assets 2021: $749,274Liabilities 2021: $0Net Assets 2021: $749,2742021Assets 2022: $799,838Liabilities 2022: $0Net Assets 2022: $799,8382022Assets 2023: $925,609Liabilities 2023: $0Net Assets 2023: $925,6092023Assets 2024: $948,062Liabilities 2024: $83,800Net Assets 2024: $864,2622024Assets 2025: $886,219Liabilities 2025: $0Net Assets 2025: $886,2192025

Highlighted filing

2025

Assets$886,219
Liabilities$0
Net Assets$886,219
Open 2025 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KExpenses 2010: $54,0672010Expenses 2011: $75,6212011Expenses 2012: $65,5852012Expenses 2013: $66,3452013Revenue 2014: $13,764Expenses 2014: $51,146Net Income 2014: -$37,3822014Revenue 2015: $47,243Expenses 2015: $66,894Net Income 2015: -$19,6512015Revenue 2016: $49,343Expenses 2016: $61,656Net Income 2016: -$12,3132016Revenue 2017: $81,743Expenses 2017: $65,042Net Income 2017: $16,7012017Revenue 2018: $15,092Expenses 2018: $63,239Net Income 2018: -$48,1472018Revenue 2019: $33,060Expenses 2019: $63,987Net Income 2019: -$30,9272019Revenue 2020: $48,052Expenses 2020: $62,403Net Income 2020: -$14,3512020Revenue 2021: $76,577Expenses 2021: $72,965Net Income 2021: $3,6122021Revenue 2022: $126,735Expenses 2022: $76,171Net Income 2022: $50,5642022Revenue 2023: $188,190Expenses 2023: $62,419Net Income 2023: $125,7712023Revenue 2024: $51,632Expenses 2024: $112,979Net Income 2024: -$61,3472024Revenue 2025: $85,351Expenses 2025: $63,394Net Income 2025: $21,9572025

Highlighted filing

2025

Revenue$85,351
Expenses$63,394
Net Income$21,957
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$886,219
Liabilities
$0
Net assets
$886,219
Revenue
$85,351
Expenses
$63,394
Net income
$21,957
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.09$0.06$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.08$0.86$0.05$0.11$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.19$0.06$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$0.13$0.08$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$0.08$0.07$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$0.05$0.06$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.03$0.06$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.02$0.06$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.08$0.07$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.87$0.05$0.82$0.05$0.06$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.05$0.07$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.01$0.05$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.07
2012Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.07
2011Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.08
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 2, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEF BAUMANNDirector-$0--
Filing and Contact Details

Filer

Filer Name
Baumann Foundation
EIN
88-0439595
Phone
6024708421
Address
10616 E MICHIGAN AVE, SUN LAKES, AZ 85248-8806

Signing Officer

Name
Josef Baumann
Title
Director
Phone
6024708421
Signed
2025-09-02
Discuss with paid preparer
Yes

Preparer

Firm
O'MALLEY & BERBERICH CPAS PC
Address
8535 E HARTFORD DR STE 108, SCOTTSDALE, AZ 85255
Preparer
Jennifer K Berberichcpa
Phone
4807781751
Raw XML AppendixShowing 400 of 425 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1GCG PARTNERS US QUALITY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2ISHARES TR CYBERSECURITY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3ISHARES TR MSCI USA QLT
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5BLUEROCK TOTAL INC + REAL ESTATE
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt09584
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt034502
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt038685
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt021957
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0169541
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt046
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt046
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt046620
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt035227
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt08905
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt08905
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0374
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08905
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt063394
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt044132
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt085351
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08905
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013394
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt09584
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt021957
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0886219
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0864262
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0886219
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt056901
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt056901
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt056901
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt057391
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0490
IRS990PF/DistributableAmountGrp/TotalTaxAmt0490
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0433
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0490
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0490
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0490
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt057
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0433
IRS990PF/FMVAssetsEOYAmt01160199
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt01841
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01841
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0864262
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0886219
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0433
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0433
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0947562
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0865491
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01139471
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt083800
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt020295
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt020295
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0948062
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0886219
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01160199
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt083800
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0948062
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0886219
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0864262
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0886219
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01165298
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt025628
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01139670
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt017479
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt057391
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01147819
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01165298
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOSEF BAUMANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt010616 E MICHIGAN AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SUN LAKES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd085248
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt050000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt050000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt08535 E HARTFORD DR STE 108
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SCOTTSDALE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd085255
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AZ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0O'MALLEY & BERBERICH CPAS PC
IRS990PF/StatementsRegardingActyGrp/PhoneNum04807781751
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PROGRAMS THAT ASSIST DISADVANTAGED YOUTHS AND SINGLE MOTHERS. THE NATURE OF THE DISADVANTAGE MAY BE ECONOMIC, MENTAL, PHYSICAL OR CULTURAL.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt050000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THERE IS NO PREFERRED APPLICATION. GRANT REQUESTS SHOULD BE WRITTEN AND MUST DESCRIBE THE NATURE OF THE DISADVANTAGE (ECONOMIC, MENTAL, PHYSICAL OR CULTURAL) AND WHETHER IT PERTAINS TO YOUTHS OR WOMEN. ANY MATERIALS THE APPLICANT FEELS ARE RELEVANT SHOULD BE INCLUDED. AN OUTLINE OF ACTIVITIES TO BE PERFORMED AND A PROPOSED BUDGET SHOWING USE OF REQUESTED FUNDS IS APPRECIATED. REQUESTS SHOULD BE MAILED TO THE FOUNDATION'S ADDRESS AS STATED ON PAGE 1.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0KARIN HERRMANN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04808838402
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt010616 E MICHIGAN AVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SUN LAKES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0AZ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd085248
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PREFERENCE IS GIVEN TO CHARITABLE ORGANIZATIONS. AWARDS ARE LIMITED TO PROGRAMS ASSISTING DISADVANTAGED YOUTHS AND WOMEN. THERE ARE NO RESTRICTIONS ON THE GRANT AMOUNT REQUESTED OR THE NUMBER OF YEARS AN ORGANIZATION CAN REQUEST A GRANT. GRANTS ARE AWARDED BASED ON AVAILABLE FUNDS AND THE SOLE DISCRETION OF JOSEF BAUMANN.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APPLICATIONS ARE ACCEPTED AT ANY TIME. NOTICE OF APPROVAL, REJECTION OR REQUESTS FOR ADDITIONAL INFO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0HEALTHCARE PREVENTION & TREATMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0INDEPENDENT MEDICAL ALLIANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02001 L ST NW STE 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020036
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt050000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt056901
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06901
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt044268
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02437
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01371
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06901
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt041175
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt041175
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt041175
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt048076
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt01841
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt01841
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0500
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PREPAID INCOME TAX
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0433
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0433
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt083800
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0TRADES IN TRANSIT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08905
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES - FIDELITY INVES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08905
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt1364
TaxesSchedule/TaxesDetail/CategoryTxt0LICENSE
TaxesSchedule/TaxesDetail/CategoryTxt1TAXES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEF BAUMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR

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