Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 05-01-2020 , and ending 04-30-2021
Name of foundation
THE BAHNIK FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)190 PINE HOLLOW ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OYSTER BAY, NY11771
A Employer identification number

11-3216930
B Telephone number (see instructions)

(516) 922-6000
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$69,285,699J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 934,565
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,453,736 1,453,736  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,704,637
b Gross sales price for all assets on line 6a 5,634,504
7 Capital gain net income (from Part IV, line 2)... 1,704,637
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 9,300 0  
12 Total. Add lines 1 through 11........ 4,102,238 3,158,373  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 10,723 1,072   9,651
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 49,624 5,624   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 3,465 1,700   1,765
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 63,812 8,396   11,416
25 Contributions, gifts, grants paid....... 2,211,350 2,211,350
26 Total expenses and disbursements. Add lines 24 and 25 2,275,162 8,396   2,222,766
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,827,076
b Net investment income (if negative, enter -0-) 3,149,977
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 6,956,225 7,278,928 7,278,928
2 Savings and temporary cash investments......... 2,769,000 2,028,000 2,096,843
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 24,112,992 Click to see attachment24,319,811 54,104,248
c Investments—corporate bonds (attach schedule)....... 3,530,147 Click to see attachment5,511,009 5,805,680
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 37,368,364 39,137,748 69,285,699
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 37,368,364 39,137,748
29 Total net assets or fund balances (see instructions)..... 37,368,364 39,137,748
30 Total liabilities and net assets/fund balances (see instructions). 37,368,364 39,137,748
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
37,368,364
2
Enter amount from Part I, line 27a .....................
2
1,827,076
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
39,195,440
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
57,692
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
39,137,748
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PFIZER - SECURITIES LITIGATION P   2020-11-13
b AMGEN - SECURITIES LITIGATION P   2020-11-20
c BHP - SECURITIES LITIGATION P   2021-03-26
d SYNCHRONY BANK CD P 2018-05-18 2020-05-26
e FIRST FOUND. BANK CD P 2020-03-18 2020-09-24
FIRST FOUND. BANK CD P 2019-01-04 2020-04-30
5,000 SHS - XILINX INC   2008-12-01 2020-05-18
5,000 SHS - XILINX INC   2007-12-19 2020-05-18
5,000 SHS - XILINX INC   2008-01-02 2020-05-18
5,000 SHS - SEAGATE TECH PLC   2017-09-11 2020-05-20
4,000 SHS - ANALOG DEVICES INC   2017-03-15 2020-08-25
10,000 SHS - PULTE GROUP   2013-08-06 2020-10-09
1,488 SHS - VIATRIS INC   2020-07-16 2020-11-19
1 SH - VIATRIS INC   2020-07-16 2020-11-20
2,000 SHS - APACHE CORP   2006-09-18 2020-12-03
2,000 SHS - APACHE CORP   2013-02-20 2020-12-03
1,000 SHS - APACHE CORP   2014-02-26 2020-12-03
2,000 SHS - APACHE CORP   2014-12-01 2020-12-03
2,000 SHS - APACHE CORP   2015-08-21 2020-12-03
3,500 SHS - APACHE CORP   2017-07-24 2020-12-03
10,000 SHS - VIACOMCBS INC   2019-08-14 2021-01-26
1,000 SHS - MICROCHIP TECHNOL. INC   2007-10-09 2021-02-08
4,000 SHS - MICROCHIP TECHNOL. INC   2007-10-11 2021-02-08
1,500 SHS - BIOGEN INC   2016-06-13 2021-02-10
500 SHS - BIOGEN INC   2017-03-16 2021-02-10
5,000 SHS - EOG RESOURCES INC   2020-01-21 2021-02-24
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 199     199
b 43     43
c 10,621     10,621
d 246,000   246,000 0
e 249,000   249,000 0
246,000   246,000 0
436,290   79,000 357,290
436,290   107,241 329,049
436,291   107,170 329,121
258,794   155,000 103,794
477,431   331,800 145,631
489,589   163,799 325,790
24,276   22,265 2,011
16   14 2
27,179   126,660 -99,481
27,179   152,582 -125,403
13,590   80,153 -66,563
27,179   124,492 -97,313
27,180   87,538 -60,358
47,564   168,000 -120,436
502,053   451,200 50,853
149,507   26,142 123,365
598,027   103,609 494,418
407,931   338,414 69,517
135,977   138,888 -2,911
360,298   424,900 -64,602
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       199
b       43
c       10,621
d       0
e       0
      0
      357,290
      329,049
      329,121
      103,794
      145,631
      325,790
      2,011
      2
      -99,481
      -125,403
      -66,563
      -97,313
      -60,358
      -120,436
      50,853
      123,365
      494,418
      69,517
      -2,911
      -64,602
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,704,637
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 43,785
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 43,785
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 43,785
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 42,674
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 46,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 88,674
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 14
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 44,875
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet44,875 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletROGER L BAHNIK Telephone no.bullet (516) 922-6000

    Located atbullet190 PINE HOLLOW ROADOYSTER BAYNY ZIP+4bullet11771
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ROGER L BAHNIK PRESIDENT
    5.00     		0 0 0
    50 COVE ROAD
    OYSTER BAY,NY11771
    LORE BAHNIK SECRETARY
    0.50     		0 0 0
    50 COVE ROAD
    OYSTER BAY,NY11771
    CLAUDE A BAHNIK VICE PRES
    0.50     		0 0 0
    64 COVE ROAD
    OYSTER BAY COVE,NY11771
    MICHELE BAHNIK MERCIER VICE PRES
    0.50     		0 0 0
    1 COVE MEADOW LANE
    OYSTER BAY COVE,NY11771
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    47,786,159
    b
    Average of monthly cash balances.......................
    1b
    10,035,877
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    57,822,036
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    57,822,036
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    867,331
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    56,954,705
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,847,735
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,847,735
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    43,785
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    43,785
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,803,950
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,803,950
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,803,950
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    2,222,766
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,222,766
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,222,766
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 2,803,950
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 577,086
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,222,766
    a Applied to 2019, but not more than line 2a 577,086
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 1,645,680
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		1,158,270
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    ROGER L BAHNIK
    LORE BAHNIK
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN KIDNEY FUND
    11921 ROCKVILLE PIKE 300
    ROCKVILLE,MD20852     		NONE N/A GENERAL PURPOSES 5,000
    AMERICA'S VETDOGS
    371 JERICHO TURNPIKE
    ST JAMES,NY11780     		NONE N/A GENERAL PURPOSES 12,000
    BIG ARTS
    900 DUNLOP ROAD
    SANIBEL,FL33957     		NONE N/A GENERAL PURPOSES 55,000
    BOYS & GIRLS CLUB OF OYSTER BAY - EAST NORWICH
    1 PINE HOLLOW ROAD
    OYSTER BAY,NY11771     		NONE N/A GENERAL PURPOSES 299,000
    CAPTIVA PROPERTY OWNERS ASSOCIATION INC
    PO BOX 72
    CAPTIVA,FL33924     		NONE N/A GENERAL PURPOSES 2,500
    CARLOS OTIS CLINIC
    78 FOUNDERS HILL ROAD
    STRATTON MOUNTAIN,VT05360     		NONE N/A GENERAL PURPOSES 1,000
    CHILDREN'S AID SOCIETY
    150 E 45TH STREET
    NEW YORK,NY10017     		NONE N/A GENERAL PURPOSES 7,500
    CHRISTEEN OYSTER SLOOP PRESERVATION CORP
    PO BOX 386
    OYSTER BAY,NY11771     		NONE N/A GENERAL PURPOSES 20,000
    COLD SPRING HARBOR FISH HATCHERY
    1660 NY-25A
    COLD SPRING HARBOR,NY11724     		NONE N/A GENERAL PURPOSES 1,000
    COLD SPRING HARBOR LABORATORY
    1 BUNGTOWN ROAD
    COLD SPRING HARBOR,NY11724     		NONE N/A GENERAL PURPOSES 530,000
    COMMUNITY FOUNDATION OF OYSTER BAY
    PO BOX 329
    OYSTER BAY,NY11771     		NONE N/A GENERAL PURPOSES 30,000
    CROHN'S & COLITIS FOUNDATION OF AMERICA
    585 STEWART AVE 304
    GARDEN CITY,NY11530     		NONE N/A GENERAL PURPOSES 15,000
    DOCTORS WITHOUT BORDERS
    PO BOX 5030
    HAGERSTOWN,MD21741     		NONE N/A GENERAL PURPOSES 10,000
    EAST WOODS SCHOOL
    31 YELLOW COTE ROAD
    OYSTER BAY,NY11771     		NONE N/A GENERAL PURPOSES 25,000
    FAMILY AND CHILDREN'S ASSOCIATION
    129 JACKSTON ST
    HEMPSTEAD,NY11550     		NONE N/A GENERAL PURPOSES 5,000
    FARMS FOR CITY KIDS
    44 S BAYLES AVE 218
    PORT WASHINGTON,NY11050     		NONE N/A GENERAL PURPOSES 7,000
    FIRST PRESBYTERIAN CHURCH
    60 E MAIN ST
    OYSTER BAY,NY11771     		NONE N/A GENERAL PURPOSES 40,000
    FRIENDS OF OHEKA - PRIOR YEAR REVERSAL
    135 W GATE DR
    HUNTINGTON,NY11743     		NONE N/A GENERAL PURPOSES -1,000
    FRIENDS OF THE BAY
    2 TOWNSEND SQUARE
    OYSTER BAY,NY11771     		NONE N/A GENERAL PURPOSES 10,000
    HARMONY HEIGHTS
    60 WALNUT AVENUE
    EAST NORWICH,NY11732     		NONE N/A GENERAL PURPOSES 10,000
    HERMANSKY-PUDLAK SYNDROME NETWORK
    1 S ROAD
    OYSTER BAY,NY11771     		NONE N/A GENERAL PURPOSES 5,000
    INTERFAITH NUTRITION NETWORK
    211 FULTON AVE
    HEMPSTEAD,NY11550     		NONE N/A GENERAL PURPOSES 30,000
    ISLAND HARVEST
    199 E 2ND STREET
    MINEOLA,NY11501     		NONE N/A GENERAL PURPOSES 2,500
    LI COUNCIL ON ALCOHOL & DRUG DEP
    1025 OLD COUNTRY RD 221
    WESTBURY,NY11590     		NONE N/A GENERAL PURPOSES 5,000
    LI YOUTH MENTORING
    505 GRAND BLVD 200
    DEER PARK,NY11729     		NONE N/A GENERAL PURPOSES 5,000
    LIFE ENRICHMENT CENTER
    45 E MAIN STREET
    OYSTER BAY,NY11771     		NONE N/A GENERAL PURPOSES 20,000
    LONG ISLAND CARES
    10 DAVIDS DR
    HAUPPAUGE,NY11788     		NONE N/A GENERAL PURPOSES 5,000
    LONG ISLAND CHILDRENS MUSEUM
    11 DAVIS AVENUE
    GARDEN CITY,NY11530     		NONE N/A GENERAL PURPOSES 5,000
    LONG ISLAND UNIVERSITY (LIU)
    720 NORTHERN BLVD
    BROOKVILLE,NY11548     		NONE N/A GENERAL PURPOSES 505,000
    LUSTGARTEN FOUNDATION FOR PANCREATIC CANCER
    415 CROSSWAYS PARK DR D
    WOODBURY,NY11797     		NONE N/A GENERAL PURPOSES 10,000
    MAURER FOUNDATION
    290 BROADHOLLOW RD
    MELVILLE,NY11747     		NONE N/A GENERAL PURPOSES 4,000
    MILANA FAMILY FOUNDATION
    600 BROADHOLLOW ROAD
    MELVILLE,NY11747     		NONE N/A GENERAL PURPOSES 10,000
    MOUNT SINAI HEALTH SYSTEM
    555 W 57TH STREET
    NEW YORK,NY10019     		NONE N/A GENERAL PURPOSES 25,000
    NORTH SHORE CHILD & FAMILY GUIDANCE
    480 OLD WESTBURY ROAD
    ROSLYN HEIGHTS,NY11577     		NONE N/A GENERAL PURPOSES 7,500
    NORTH SHORE LAND ALLIANCE
    1395 PLANTING FIELDS ROAD
    OYSTER BAY,NY11771     		NONE N/A GENERAL PURPOSES 10,000
    OLD WESTBURY GARDENS
    71 OLD WESTBURY ROAD
    OLD WESTBURY,NY11568     		NONE N/A GENERAL PURPOSES 10,000
    OYSTER BAY HISTORICAL SOCIETY
    20 SUMMIT STREET
    OYSTER BAY,NY11771     		NONE N/A GENERAL PURPOSES 2,000
    OYSTER BAY MAIN STREET ASSOCIATION
    19 SPRING STREET
    OYSTER BAY,NY11771     		NONE N/A GENERAL PURPOSES 25,000
    OYSTER BAY RAILROAD MUSEUM
    102 AUDREY AVE
    OYSTER BAY,NY11771     		NONE N/A GENERAL PURPOSES 10,000
    PEOPLE'S PANTRY
    123 AUDREY LANE
    OYSTER BAY,NY11771     		NONE N/A GENERAL PURPOSES 2,000
    PORT WASHINGTON SENIOR CITIZENS INC
    80 MANORHAVEN BLVD
    PORT WASHINGTON,NY11050     		NONE N/A GENERAL PURPOSES 5,000
    PORTLEDGE SCHOOL
    355 DUCK POND ROAD
    LOCUST VALLEY,NY11560     		NONE N/A GENERAL PURPOSES 301,250
    SALVATION ARMY
    120 W 14TH STREET
    NEW YORK,NY10011     		NONE N/A GENERAL PURPOSE 5,000
    SANCTUARY GOLF CLUB FOUNDATION
    2801 WULFERT ROAD
    SANIBEL,FL33957     		NONE N/A GENERAL PURPOSES 5,000
    ST DOMINIC CHURCH
    93 ANSTICE ST
    OYSTER BAY,NY11771     		NONE N/A GENERAL PURPOSES 2,500
    ST FRANCIS HOSPITAL
    100 PORT WASHINGTON BLVD
    ROSLYN,NY11576     		NONE N/A GENERAL PURPOSES 20,000
    ST JUDE CHILDREN RESEARCH HOSPITAL
    262 DANNY THOMAS PL
    MEMPHIS,TN38105     		NONE N/A GENERAL PURPOSES 10,000
    SWISS BENEVOLENT SOCIETY
    500 FIFTH AVENUE ROOM 1800
    NEW YORK,NY10110     		NONE N/A GENERAL PURPOSES 5,000
    SWISS BENEVOLENT SOCIETY (PELLEGRINI SCHOLARSHIP FUND)
    500 FIFTH AVENUE ROOM 1800
    NEW YORK,NY10110     		NONE N/A GENERAL PURPOSES 10,000
    TR STATUE FUND INC
    25 WEST END AVE
    OYSTER BAY,NY11771     		NONE N/A GENERAL PURPOSES 3,500
    THE VISCARDI CENTER
    201 I U WILLETS RD
    ALBERTSON,NY11507     		NONE N/A GENERAL PURPOSES 5,000
    THE WATERFRONT CENTER
    1 WEST END AVE
    OYSTER BAY,NY11771     		NONE N/A GENERAL PURPOSES 35,000
    THEODORE ROOSEVELT ASSOCIATION
    63 LARRABEE AVE
    OYSTER BAY,NY11771     		NONE N/A GENERAL PURPOSES 1,100
    TILLES CENTERLIU
    720 NORTHERN BLVD
    BROOKVILLE,NY11548     		NONE N/A GENERAL PURPOSES 1,000
    UNIVERSITY OF VERMONT
    85 SOUTH PROSPECT STREET
    BURLINGTON,VT05405     		NONE N/A GENERAL PURPOSES 10,000
    YOUTH & FAMILY COUNSELING AGENCY
    193 SOUTH STREET
    OYSTER BAY,NY11771     		NONE N/A GENERAL PURPOSES 10,000
    Total .................................bullet 3a 2,211,350
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 1,453,736  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 9,300  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,704,637  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 3,167,673 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,167,673
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    THE BAHNIK FOUNDATION INC
     
    Employer identification number

    11-3216930
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE BAHNIK FOUNDATION INC
          		Employer identification number
    11-3216930
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    ROGER L BAHNIK
     
    50 COVE ROAD
     
    OYSTER BAY COVE, NY11771

    		$ 107,241


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    ROGER L BAHNIK
     
    50 COVE ROAD
     
    OYSTER BAY COVE, NY11771

    		$ 107,169


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    ROGER L BAHNIK
     
    50 COVE ROAD
     
    OYSTER BAY COVE, NY11771

    		$ 46,119


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    ROGER L BAHNIK
     
    50 COVE ROAD
     
    OYSTER BAY COVE, NY11771

    		$ 82,170


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    ROGER L BAHNIK
     
    50 COVE ROAD
     
    OYSTER BAY COVE, NY11771

    		$ 44,512


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    ROGER L BAHNIK
     
    50 COVE ROAD
     
    OYSTER BAY COVE, NY11771

    		$ 195,900


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    THE BAHNIK FOUNDATION INC
          		Employer identification number
    11-3216930
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    7
    ROGER L BAHNIK
     
    50 COVE ROAD
     
    OYSTER BAY COVE, NY11771

    		$ 81,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
    ROGER L BAHNIK
     
    50 COVE ROAD
     
    OYSTER BAY COVE, NY11771

    		$ 91,325


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
    ROGER L BAHNIK
     
    50 COVE ROAD
     
    OYSTER BAY COVE, NY11771

    		$ 92,229


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    10
    ROGER L BAHNIK
     
    50 COVE ROAD
     
    OYSTER BAY COVE, NY11771

    		$ 86,400


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE BAHNIK FOUNDATION INC
          		Employer identification number

    11-3216930
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 5,000 SHARES XILINX INC $ 430,450 2020-05-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 5,000 SHARES XILINX INC $ 430,450 2020-05-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 2,000 SHARES ANALOG DEVICES INC $ 233,760 2020-08-24
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    4
    		 3,000 SHARES ANALOG DEVICES INC $ 350,640 2020-08-24
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    5
    		 4,000 SHARES QORVO, INC $ 527,180 2020-08-24
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    6
    		 5,000 SHARES QUALCOMM INC $ 573,175 2020-08-24
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    THE BAHNIK FOUNDATION INC
          		Employer identification number

    11-3216930
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    7
    		 500 SHARES BLACKROCK INC $ 324,918 2020-10-19
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    8
    		 2,500 SHARES PAYCHEX INC $ 207,425 2020-10-19
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    9
    		 2,500 SHARES PAYCHEX INC $ 207,425 2020-10-19
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    10
    		 10,000 SHARES PULTE GROUP $ 471,500 2020-10-19
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE BAHNIK FOUNDATION INC
          		Employer identification number

    11-3216930
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    THE BAHNIK FOUNDATION INC
    EIN:
    11-3216930
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 10,723 1,072   9,651

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE BAHNIK FOUNDATION INC
    EIN:
    11-3216930
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BANK OF AMERICA - Y 4.11% NOTE 4.10 99,919 108,015
    BANK OF AMERICA - Y 4.13% NOTE 4.125% 99,927 109,508
    BANK OF AMERICA - Y 4.209% 89,934 99,275
    GEN MOTORS FIN'L - Y 4.11% NOTE 3.200% 233,120 246,381
    SOUTHERN CO - JR SUB NOTES 4.200% 250,000 251,600
    SOUTHERN CO - JR SUB NOTES 5.250% 250,000 267,100
    BROOKFIELD FINANCE SUB NOTES 4.625% 250,000 248,000
    CITIGROUP FIXED PFD 250,000 282,000
    MORGAN STANL. FIXED PFD 250,000 279,400
    GOLDMAN SACHS - FIXED PFD NOTES 6.300% - PERPETUAL 250,000 250,175
    KEYCORP PFD STK 5.65% - PERPETUAL 250,000 271,100
    HARTFORD FINL SVCS 6.00% - PERPETUAL 250,000 279,700
    JPMORGAN CHASE 6.00% - PERPETUAL 250,000 275,900
    ALLSTATE CORP 5.10% - PERPETUAL 250,000 273,100
    AT & T 4.75% - PERPETUAL 200,000 203,440
    TRUIST FINANCIAL CORP 5.25% - PERPETUAL 250,000 278,600
    WELLS FARGO & CO 4.70% - PERPETUAL 250,000 255,000
    BANK OF AMERICA PFD 4.375% - PERPETUAL 250,000 253,900
    BANK OF AMERICA PFD 4.125% - PERPETUAL 250,000 252,800
    JPMORGAN CHASE 4.55% - PERPETUAL 250,000 260,000
    FORD MOTOR CREDIT NOTE 3.00% 250,000 247,587
    FORD MOTOR CREDIT NOTE 3.05% 250,000 250,823
    GEN ELEC CAP CORP NOTE 3.100% 250,408 260,700
    WELLS FARGO & CO NOTE 3.45% 287,701 301,576

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE BAHNIK FOUNDATION INC
    EIN:
    11-3216930
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADOBE INC 461,046 508,340
    AMERICAN EXPRESS CO 101,650 1,150,125
    AMGEN INC 440,735 718,920
    ANALOG DEVICES INC 443,528 1,378,440
    APPLE INC 275,596 2,208,528
    ARISTA NETWORKS INC 304,640 787,925
    AT&T INC 614,800 628,200
    BANK OF AMERICA CRP 500,700 2,026,500
    BHP GROUP LTD 325,425 545,700
    BLACKROCK INC 235,400 1,228,950
    BLACKSTONE GROUP INC 527,261 1,769,800
    BP PLC 661,506 377,400
    BRANDYWINE RLTY TR 425,657 405,900
    BROADCOM LTD 478,529 2,509,100
    CHEVRON CORP 341,865 515,350
    CISCO SYSTEMS INC 266,765 1,018,200
    COMCAST CORP CL A 153,500 1,123,000
    CONOCOPHILLIPS 688,185 767,100
    CORNING INC 120,400 442,100
    DEVON ENERGY CORP 648,865 467,600
    DIGITAL RLTY TR. INC 231,074 771,550
    DISNEY (WALT) CO 277,620 558,060
    ENBRIDGE INC 552,050 578,550
    EOG RESOURCES INC 193,200 368,200
    EXXON MOBIL CORP 464,185 572,400
    FREEPORT MCMORAN 315,003 905,040
    GENERAL ELECTRIC CO 954,040 656,000
    HP INC 289,368 1,023,300
    INTEL CORP 675,800 2,071,080
    INTL BUSINESS MACHINES 397,060 425,640
    INTUITIVE SURGICAL INC 22,200 648,750
    JPMORGAN CHASE & CO 166,143 769,050
    LUMEN TECHNOLOGIES INC. 854,450 513,200
    MICROCHIP TECHNOL. INC 95,961 751,450
    MICROSOFT CORP 368,950 3,782,700
    NUCOR CORPORATION 304,973 616,950
    OVINTIV INC 236,949 239,300
    PAYCHEX INC 350,804 974,900
    PFIZER INC 403,961 463,800
    PULTE GROUP 190,000 1,478,000
    QORVO, INC 44,511 752,680
    QUALCOMM INC 496,520 1,804,400
    REALTY INCOME CORP 336,312 691,500
    REDWOOD TRUST INC 467,083 333,300
    RIO TINTO PLC 401,775 850,600
    SALESFORCE.COM INC 300,880 460,640
    SCHLUMBERGER LTD 932,775 405,750
    SEAGATE TECH PLC 203,800 928,400
    SLACK TECHNOLOGIES INC 512,805 848,000
    STEEL DYNAMICS INC 265,500 1,084,400
    TWITTER INC 309,150 1,104,400
    VENTAS INC 497,154 554,600
    VERIZON COMUNICNS 520,964 809,060
    VIACOMCBS INC 490,268 615,300
    VODAFONE GROUP PLC 1,448,921 1,042,250
    VULCAN MATERIALS CO 197,371 891,200
    WELLS FARGO & CO 298,850 450,500
    WESTERN DIGITIAL CORP 859,288 1,412,600
    ZOOM VIDEO COMMUNIC. 376,040 319,570

    TY 2020 OtherDecreasesSchedule
    Name:
    THE BAHNIK FOUNDATION INC
    EIN:
    11-3216930
    Description Amount
    ADJUSTMENT TO COST BASIS OF SECURITIES 57,692


    TY 2020 OtherExpensesSchedule
    Name:
    THE BAHNIK FOUNDATION INC
    EIN:
    11-3216930
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NYS FILING FEE 1,000 0   1,000
    DUES 765 0   765
    MANAGEMENT FEES 1,700 1,700   0


    TY 2020 OtherIncomeSchedule2
    Name:
    THE BAHNIK FOUNDATION INC
    EIN:
    11-3216930
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PRINCIPAL PAYMENT - RIO TINTO PLC 9,300 0 9,300


    TY 2020 TaxesSchedule
    Name:
    THE BAHNIK FOUNDATION INC
    EIN:
    11-3216930
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 5,624 5,624   0
    FEDERAL TAXES 44,000 0   0